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BCG Securities is part of the Horace Mann family of companies. Build Your Practice with a Firm Focused on Advisor Support and Retirement Plan Opportunities We are seeking an experienced Financial Advisor who is relationship-driven, entrepreneurial, and motivated to grow their practice within a supportive environment. BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. We understand that today’s advisors want more than a platform. They want flexibility, support, meaningful client relationships, and opportunities to grow their business in multiple ways. At BCG Securities, advisors have the opportunity to serve individual clients while also supporting retirement plan relationships, plan participants, business owners, and employers. For the right advisor, this creates opportunities for broader planning conversations, stronger client relationships, and long-term practice growth. Compensation Structure: This opportunity offers production-based compensation designed for advisors who want to grow their earnings alongside the growth of their practice and client relationships. Compensation may include advisory fees, commissions, and other production-based earnings, supported by a collaborative platform, operational resources, and retirement plan opportunities. What We Offer At BCG Securities, we understand that advisors want the freedom to grow their practice while having access to meaningful operational, planning, and retirement plan support. We provide advisors with the resources, collaboration, and infrastructure to help them focus on client relationships and long-term business growth, including: • Comprehensive medical, dental, and vision coverage, • 401(k) with company match, • Life insurance and long-term disability coverage, • Retirement plan support and resources, • Internal support staff and operational assistance, • Practice-management support, • Planning and investment resources, • Ongoing training and professional development opportunities, • Collaboration across planning, investments, insurance, retirement plans, operations, and client service teams, • A team-oriented culture focused on advisor success and long-term client relationships Why Advisors Choose BCG Securities Our advisors are supported by experienced professionals and resources that help them focus on building relationships and delivering client-centered advice. Advisors have access to: • Retirement plan support and resources, • Wealth management, investment, insurance, and financial planning solutions, • Internal support staff and planning resources, • Practice-management support, • Collaboration across operations, investments, insurance, retirement plans, and client service teams, • Training and professional development opportunities, • A team-oriented culture focused on long-term advisor success This opportunity may be a strong fit for advisors interested in: • Building long-term client relationships, • Expanding financial planning and wealth management conversations, • Supporting retirement plan participants and employer relationships, • Growing across investments, retirement planning, and insurance solutions, • Working independently while leveraging a collaborative support structure Key Responsibilities • Develop and maintain financial plans for new and existing clients based on their goals, financial circumstances, time horizon, and risk tolerance, • Provide investment recommendations and portfolio guidance consistent with client objectives, applicable standards of care, and firm policies, • Deliver ongoing client service, including reviews, plan updates, and portfolio recommendations as client needs evolve, • Discuss insurance and annuity solutions, where appropriate, as part of the planning process, • Support retirement plan relationships, plan participants, and employer-sponsored retirement plan opportunities, where applicable, • Support clients through broader planning conversations, including financial planning, retirement income planning, wealth management, and insurance solutions, • Build and manage strong client relationships through consistent communication, service, and follow-through, • Work with internal teams, support staff, and subject matter resources to support a strong advisor, client, and retirement plan experience Position Requirements • Bachelor’s degree, • Minimum of 3 years of experience as a Financial Advisor, • Series 7 and Series 66 securities licenses, or Series 7 with Series 65/63, • Life and Health insurance licenses preferred, • Experience with retirement plans, employer-sponsored plans, education markets, participant engagement, or business-owner relationships preferred, but not required, • Strong client relationship management skills, • Excellent verbal and written communication skills, • Ability to work independently and collaboratively while managing multiple priorities, • Commitment to ethical conduct, regulatory compliance, and client-focused service Additional Compensation Information Actual compensation will vary based on production, business mix, experience, licensing/registration status, applicable payout structures, and advisor growth, subject to firm policies. All applications will be handled confidentially. #LI-JC1 #vizi# #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our _ All applicants should review our _

Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Wealth Advisor strives to meet and exceed identified sales goals. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Hours and Work Schedule Hours per Week: 40 * Work Schedule: M-F (Hybrid) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job Description Are you a fan of interpersonal engagement and excel at devising outcome-focused strategies? Fed up with the predictability of your daily grind and in search of a new opportunity? We are seeking a driven individual with a passion for finance, eager to establish themselves in the financial services sector! The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. If you have outstanding communication skills and a sharp eye for detail, don't hesitate to send in your application today! Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions Qualifications: • Excellent communicator who is willing to provide great client service, • A basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products, is necessary, • Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed, • Preferred Bachelor’s degree, but not required, • FINRA licenses are a plus, but not required Traits of our most successful associates: • Enterprising, • Strong work ethic, • Desire to help people, • Positive attitude, • Integrity About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

Job Description Position Title: UX Designer Reports to: Director, Creative Services Department: Marketing, Creative Services Location: Minneapolis, MN OR Summit, New Jersey Classification: Full-time, in-office Summary / Job Objective: Simplicity Group is seeking a creative and collaborative UX designer to join our creative services team. The ideal candidate is a problem-solver with a passion for aligning design with functionality to create a positive user experience. This role requires proficiency in Salesforce and HTML/CSS/or the ability to communicate effectively with developers. Familiarity with design systems and front-end implementation tools is also required, along with strong visual design skills. Essential Job Functions: As a UX designer, you will help define and improve the usability and effectiveness of our digital products (e.g., advisor/agent portals, internal tools, and applications) through process, structure, research, and execution. Your essential functions will center on ensuring our internal platforms are intuitive, efficient, and meet user needs. Your daily tasks will include conducting foundational research to analyze current and future user journeys, developing interactive prototypes to test user interactions, and testing the overall usability of our systems. Primary Responsibilities: · Perform UX research through user interviews, internal usage data, and competitive analysis · Prepare and deliver detailed design specifications and assets · Develop interactive prototypes to test user interactions · Create wireframes to focus on product structure and functionality of new features · Work closely with internal technology and operations teams to understand business requirements and ensure technical feasibility · Translate complex business processes and financial concepts into clear and logical user flows and journey maps to visualize the user's path through the product · Serve as a bridge between technology and design and effectively pitch the value of insights and ideas for different departments · Focus on the “big picture,” thoroughly understanding how design and technology changes affect the overall user experience · Ability to adapt to shifting priorities and timelines Qualifications: · Salesforce Certified Platform Strategy Advisor (Preferred) · Strong UX or Strategy Design Portfolio (Required) · Minimum 3 years of UX or Strategy Design Experience (Required) Core Competencies: · Wireframing & Prototyping · User Research · Visual/UI Skills · Information Architecture · Problem Solving · Business Acumen Compensation & Benefits: Compensation (based on experience) · Annual Salary: $85,000 - $100,000 · Annual performance bonus target: 7% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave Summit, NJ 07901 OR 3600 American Blvd W #700 Minneapolis, MN 55439 *This role is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description:\n\nPosition ObjectiveThis role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.Typical Duties and ResponsibilitiesClient Relationship & Account ManagementLead client onboarding and account transitions, ensuring accuracy and completeness of all paperworkRespond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teamsMonitor client satisfaction and identify opportunities to enhance service deliveryTrack service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisorsPrepare client reviews, investment updates, and reporting materialsMaintain CRM (Redtail) and client documentationTrack transfers (ACATs, annuities, asset movements) and follow up on statusDevelop and maintain documented workflows and internal processes Client Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentationCompile quarterly monitoring reports and meeting materialsEnsure timely and accurate completion of all client deliverablesAssist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/client calendarsPrepare and assemble proposals, implementation paperwork, and presentationsPrint, bind, and package client deliverablesMaintain organized electronic and physical client files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leadsExecute advisor outreach campaigns using LinkedIn Sales NavigatorManage firm social media (LinkedIn, Facebook), including content creation and engagement trackingMonitor marketing platforms (e.g., FMG Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)Upload, review, and publish approved content in compliance with regulatory requirementsMaintain email distribution lists (Constant Contact / Redtail integration)Track campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly social media and website performance (followers, impressions, clicks, traffic)Maintain and update marketing scorecards and reporting dashboardsIdentify trends and recommend improvements to engagement strategies Events & Business Development SupportCoordinate advisor training events, client events, and firm-wide meetingsManage logistics including venue, registration, materials, vendors, and communicationsSupport marketing collateral development (flyers, presentations, postcards, campaigns)Coordinate co-branded marketing initiatives and external vendor partnerships Additional ResponsibilitiesDevelop, document, and improve internal systems and processesAssist with RFP responses and business development initiativesComplete special projects and other duties as assignedPosition RequirementsStrong understanding of financial services and securities industry regulationsExcellent analytical, organizational, and time management skillsStrong attention to detail and accuracyExceptional interpersonal and communication skillsProficiency in CRM systems, marketing platforms, and Microsoft Office toolsAbility to manage multiple priorities under tight deadlinesHigh level of professionalism and client service orientationHighly organized and detail-orientedProactive and solutions-drivenStrong collaborator and communicatorClient-focused with a service-oriented mindsetComfortable balancing operations, client service, and marketing responsibilitiesPerks & Benefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsurancePaid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalancePaid Parental LeaveRemote Work OpportunityAbout World Investment AdvisorsAs part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.Stimulating EnvironmentAt World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-OrientedProfessionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World?Great company culture with an awesome team-oriented atmosphere!\Mentorship OpportunitiesAbility to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional DevelopmentFriendly and collaborative work environmentEmployee perks including employee appreciation and charitable giving/volunteering opportunitiesWorld Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.Position ObjectiveThis role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.Typical Duties and ResponsibilitiesClient Relationship & Account ManagementLead client onboarding and account transitions, ensuring accuracy and completeness of all paperworkRespond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teamsMonitor client satisfaction and identify opportunities to enhance service deliveryTrack service timelines, reviews, renewals, and compliance requirements Advisor & Operational SupportServe as primary administrative support to advisorsPrepare client reviews, investment updates, and reporting materialsMaintain CRM (Redtail) and client documentationTrack transfers (ACATs, annuities, asset movements) and follow up on statusDevelop and maintain documented workflows and internal processes Client Deliverables & ReportingPrepare performance reports, benchmarking analysis, and fiduciary documentationCompile quarterly monitoring reports and meeting materialsEnsure timely and accurate completion of all client deliverablesAssist with fee analysis and plan design updates Administrative & CoordinationSchedule meetings and manage advisor/client calendarsPrepare and assemble proposals, implementation paperwork, and presentationsPrint, bind, and package client deliverablesMaintain organized electronic and physical client files Marketing & Digital OperationsConduct daily website reviews; update content, resolve issues, and manage inbound leadsExecute advisor outreach campaigns using LinkedIn Sales NavigatorManage firm social media (LinkedIn, Facebook), including content creation and engagement trackingMonitor marketing platforms (e.g., FMG Suite) and publish approved content Marketing Campaigns & CommunicationsCoordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)Upload, review, and publish approved content in compliance with regulatory requirementsMaintain email distribution lists (Constant Contact / Redtail integration)Track campaign performance and engagement metrics Marketing Analytics & ReportingAnalyze weekly social media and website performance (followers, impressions, clicks, traffic)Maintain and update marketing scorecards and reporting dashboardsIdentify trends and recommend improvements to engagement strategies Events & Business Development SupportCoordinate advisor training events, client events, and firm-wide meetingsManage logistics including venue, registration, materials, vendors, and communicationsSupport marketing collateral development (flyers, presentations, postcards, campaigns)Coordinate co-branded marketing initiatives and external vendor partnerships Additional ResponsibilitiesDevelop, document, and improve internal systems and processesAssist with RFP responses and business development initiativesComplete special projects and other duties as assignedPosition RequirementsStrong understanding of financial services and securities industry regulationsExcellent analytical, organizational, and time management skillsStrong attention to detail and accuracyExceptional interpersonal and communication skillsProficiency in CRM systems, marketing platforms, and Microsoft Office toolsAbility to manage multiple priorities under tight deadlinesHigh level of professionalism and client service orientationHighly organized and detail-orientedProactive and solutions-drivenStrong collaborator and communicatorClient-focused with a service-oriented mindsetComfortable balancing operations, client service, and marketing responsibilitiesPerks & Benefits401(k) with Employer MatchHealth Insurance (with HSA option)Dental InsuranceVision InsuranceLife InsurancePaid Time Off PolicyFlexible Spending Account (FSA)Healthy Work/Life BalancePaid Parental LeaveRemote Work OpportunityAbout World Investment AdvisorsAs part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.Stimulating EnvironmentAt World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.CompensationThis is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.Team-OrientedProfessionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective) Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional DevelopmentFriendly and collaborative work environment Employee perks including employee appreciation and charitable giving/volunteering opportunitiesWorld Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. Powered by JazzHR RXgztPMIjg

Description Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Wealth Advisor strives to meet and exceed identified sales goals. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include • Focus on clients: Aspire to deliver world-class customer service, • Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience, • Build book of business: Proactively seek ways to develop and expand client relationships, • Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals, • Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials • Active Series 7, 66 (65 and 63), and life insurance licenses, • Established track record of top-ranked sales performance, • Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales, • Able to adapt quickly to changing requirements or environments Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits. Hours and Work Schedule • Hours per Week: 40, • Work Schedule: M-F (Hybrid)\n Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. \n Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

This will be done with a consistent focus on relationship management, not portfolio management. JPMS, CIA and JPMorgan Chase Bank, N. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. JPMS, CIA

Strong knowledge of financial concepts, including wealth management, estate planning, and investment strategies. The ideal candidate will possess a strong understanding of financial concepts and demonstrate proficiency in financial software, investment management, and wealth management.

You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, J

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Bilingual fluency: Spanish and English.

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni

Job Description Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients. This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth. Why Cross Financial Elite payout structure: 60–80%+, depending on book size and profile True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures. Independent, advisor-first platform built to reduce friction and inefficiency Scalable infrastructure that lets you focus on clients, not admin Leadership and equity potential for advisors who want to help shape the firm’s future Built for experienced advisors—not trainees or product pushers The Role Transition your existing book of business to a more efficient, higher-payout platform Maintain full ownership and control of client relationships Deliver comprehensive wealth management advice aligned to your clients’ needs Collaborate with other senior advisors and firm leadership Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required) Who This Is For Financial / Wealth Advisors with a transferable book of business Wirehouse or bank advisors currently earning ~25–35% Independent advisors burdened by inefficiencies and lack of opportunity Those with strong client retention and an extensive relationship management track record Advisors motivated by better economics, autonomy, and long-term upside Collaborative professionals who value flexibility and ownership High-level professionals with experience in custodian platforms LPL and/or Schwab. Preferred (Not Required): Book size of $20M–$100M+ Located in the following states: OR, NY, NJ, FL, or CA Compensation & Financial Upside Payout range: 60–80%+ based on book size and structure Top-tier payout bands available for advisors with larger, scalable books No forced production grids or artificial caps Clear alignment between revenue generation and take-home pay Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation. On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth. In addition to a rewarding career and a robust benefits package, we provide: Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! The Bottom Line If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence. Confidential conversations encouraged. Ready to elevate your career in an environment where your impact matters? Apply today. “Cross Financial, an independent member of the Crete Professionals Alliance, is the brand name under which Cross Financial and its affiliated entities (collectively referred to as “Cross Financial”) provide professional services. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand. Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-BP1

Job Description Investment Advisor – Client Acquisition (Remote) About Ridgewood Investments Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Maintain full compliance with regulatory and fiduciary standards Qualifications • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • Self-motivated, disciplined, and results-driven What We’re Looking For • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Competitive and accountable to measurable results Compensation & Upside • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results, • Opportunity for long-term growth and leadership based on performance Why Ridgewood We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. JPMS, CIA and JPMorgan Chase Bank, N. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer se

THRYVE Wealth Management Financial Advisor. Backed by a team with over 100 years of combined wealth management experience, we deliver comprehensive financial planning, forward-looking investment strategies, and family office-level services to individuals, families, and business owners who expect bot

THRYVE Wealth Management Financial Advisor. At THRYVE, we believe the human side of wealth management isn't a feature - it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential pr

Ideal candidates will have active financial licenses and experience in advisory or investment services. A financial services company is seeking a licensed Financial Advisor in Short Hills, NJ, to provide comprehensive wealth management and retirement planning services.

Job Description Client Acquisition Manager About Ridgewood Investments: Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The Opportunity: We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Maintain full compliance with regulatory and fiduciary standards Qualifications • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • Self-motivated, disciplined, and results-driven What We’re Looking For • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Competitive and accountable to measurable results Compensation & Upside • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results, • Opportunity for long-term growth and leadership based on performance Why Ridgewood We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Strong knowledge of financial concepts, including wealth management, estate planning, and investment strategies. We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial concepts and demonstrate proficiency

Lead Advisor is seeking a Practice Director for a wealth management and planning practice in Morris County, NJ. The role requires a professional with strong operational leadership, wealth management experience, and accountability to enhance practice efficiency and team effectiveness. A Bachelor’s

We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial concepts and demonstrate proficiency in financial software, investment management, and wealth management. Strong knowledge of financial concepts, incl

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their