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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . 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 . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. 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 Associate Financial Advisor – Munn & Associates Location: Paramus, NJ Schedule: Monday–Thursday 9:00 AM–5:00 PM, Friday 9:00 AM–4:00 PM Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Munn & Associates, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor (AFA) to join our team. This role blends client service responsibilities with the opportunity to gradually build your own book of business. Responsibilities: • Client Relationship Management: Manage assigned clients while building your own book. Provide exceptional service, address clients’ financial needs, and collaborate to understand their goals and objectives., • Meeting Preparation and Follow-Up: Prepare for client meetings, ensuring all necessary documentation is organized and complete. Conduct diligent follow-up to address any outstanding questions or action items., • Financial Planning and Investment Support: Assist the advisory team in developing comprehensive financial plans. Provide well-researched recommendations aligned with client objectives., • Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed on market trends and investment opportunities to provide guidance to clients., • Minimum 5 years of experience in the financial services industry., • Fully licensed: Series 7, Series 66, Life & Health (candidates not fully licensed will have 6 months to complete)., • Experience with Salesforce CRM and MoneyGuide a plus., • Strong interpersonal and communication skills., • Detail-oriented, highly organized, and capable of managing multiple priorities simultaneously., • Compensation range: $90,000 – $150,000, Exempt, depending on experience and production., • Health insurance: 90% of employee premiums covered; 30% of dependents’ premiums covered., • 401(k) plan with 4% match (eligible after 6 months)., • Hybrid model with minimum 2 days/week in-office (Mon & Thu), • Schedule: Monday–Thursday 9:00 AM–5:00 PM, Friday 9:00 AM–4:00 PM Join us at Munn & Associates in providing exceptional financial guidance while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new Associate Financial Advisor to our team! Equal opportunity Employer Munn & Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

Job DescriptionTax CPA Position: Tax Senior CPA Location: Oradell, NJ (5 days a week initially - will change to hybrid after ramp up TBD) We are consistently honored for client service and leadership-recent awards include NJBIZ ICON & Power 50, Accounting Today Regional Leader & Top 100 by AUM, and CNBC's Top 100 Financial Advisors (#9). Quick Highlights: • Title: Tax CPA, • Comp: $100-125K base (Depends On Experience), • potential sign-on bonus, • discretionary annual bonuses, • Initially 5 days a week onsite, • Schedule will change to 2-3 days hybrid (flexible), • Scope: Partnership, Corporate, Fiduciary & Individual returns, • Culture: Top-ranked, community-driven, innovation-focused, • Benefits: 24 PTO days, 401K + 3% match + profit sharing, full health coverage, gym reimbursement, • USA Today - Best Financial Advisory Firms (2025), • CNBC - #9 in the Nation (2024), • Barron's - Top 1200 Financial Advisors (2023 & 2024), • Financial Advisor Magazine - Top Wealth Advisors (2023), • Lead tax engagements and supervise associate accountants, • Prepare and review complex returns (1040, 1120, 1120S, 1065), • Conduct tax research and ensure compliance, • CPA license (required), • BS in Accounting, • 2-6+ years of public accounting tax prep and review experience, • Experience preparing and reviewing HNW 1040, 1120, 1120s, 1065 + others, • Experience with bookkeeping and client-facing roles, • CCH experience preferred Benefits • Too Many Perks To List!, • Best in class base compensation!, • New Client Incentives!, • 25 days off (PTO/Vacation), • ~5-10% discretionary Bonus!, • Career Growth, tailored to you!, • 401 (k) 3% matching, • Profit Sharing!, • Annual, Referral AND New Business Bonuses!, • VARIOUS AWARDS:, • NJBIZ's 2024 Power 50 in Accounting Recognition, • 2024 Accounting Today "Regional Leader" Award, • NJBIZ Business of the Year - Corporate Citizen of the Year Award Finalist, • CNBC's Top 100 Financial Advisors Ranking #20, • Accounting Today's Top 100 Firms by AUM, • Top 100 2023 Managing Partner Elite by Accounting Today, • CIANJ Commerce's 2023 Company That Cares, • Medical, Dental, Vision Insurance + FSA/DCA, • Oxford Sweat Equity Program: Gym Reimbursement!, • Health & Wellness Programs!, • Professional Dues!, • CPA Exam Reimbursements!, • Flexibility!, • Busy Season Wellness Wednesdays!, • Company "Swag"!, • Busy Season Massages!, • In-House Book Library - The NY Times Best Sellers!, • Annual Holiday Party!, • In-Office Celebrations!, • Summer Hours - Fridays!, • Dress for Your Day Policy!, • Busy Season Dinners/Catered Saturday Breakfast/Monday Bagels/Wednesday Fruit & Yogurts!, • Annual Summer Event!, • Busy Season Food Trucks!, • End of Busy Season Celebration!, • Milestone Recognition Programs!, • Happy Hours!, • Work Anniversary Celebrations!, • Cutting-Edge Technology! - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/20/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

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 suggestionsQualifications:, • 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, • IntegrityAbout 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 DescriptionSalary: What is the role and what will be my responsibilities? • As a Financial Representative Intern, you will be given the opportunity to run your own financial-advising practice, with the help of experienced advisors., • Through strategic business networking, you will build an extensive professional network and build your own clientele., • Introduce individuals, families, and businesses, to Northwestern Mutual's unique planning process to create customized financial plans designed to bring long-term financial security to your clients, • The program and its directors will provide formal training prior to the official start of the internship. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops, • Prior to the internship start date, all accepted applicants will be granted access to the study materials to prepare them to pass their Life, Accident, and Health (17-55) Exam to allow them to discuss risk management products by the time the internship begins., • Interns will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills, • Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance, • Northwestern Mutual's unique planning process backed by our quality and quantity of products/services allows us to deliver comprehensive financial plans, • Gain hands-on client-facing experience in the financial industry, • As a Financial Representative in our Paramus Branch, you will have the opportunity to join a young and rapidly growing firm that leads to a multitude of career opportunities post-graduation, • Weekly stipend, • Bonuses available, • Relationship building, • Impact, income, independence/interdependence, • Internship mirrors full-time advisor role, • Opportunities to be sponsored for your SIE, Series 6, and Series 63 exam, • Our office is located in Paramus, New Jersey. Interns are expected to be in person.