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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors 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 Wealth Advisor 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. Wealth Advisors 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. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials 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. Bachelor's degree is preferred. Pay Transparency 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 https://jobs.citizensbank.com/benefits. 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 & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) 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.

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 World Insurance Associates (“World”) is a leading financial services organization with a global network of brokers and specialists dedicated to helping individuals and families make informed decisions about protecting what matters most. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S., with nearly 3,000 employees across more than 300 offices in North America and the U.K. World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll and HR solutions. Our collaborative platform allows advisors to deliver comprehensive, customized risk management strategies that evolve with clients’ lifestyles and financial goals. Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households. You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World’s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client’s risk and financial needs. Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. Primary Responsibilities • Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts, • Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners, • Serve as a trusted advisor by understanding clients’ lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions, • Execute sales and marketing strategies—supported by World’s extensive corporate marketing resources—to move prospects through the sales funnel to close, • Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability, • Utilize World’s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate Qualifications • Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals, • Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner, • Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes, • Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business Preferred, but Not Required • Experience selling personal insurance through a top brokerage or private client group, • Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot), • Experience building and presenting professional client proposals or coverage presentations Compensation As a Personal Lines Client Advisor, compensation is directly tied to your effort, performance, and book growth. We offer a base salary plus commissions, along with a comprehensive benefits package that includes a 401(k) with immediate vesting. • Base salary range: $60,000 to $200,000+, • Base salary is determined by experience and revenue-driving capability, • Base salary increases as your book of business grows, with significant upside potential well beyond the stated range Equal Employment Opportunity World celebrates and supports diversity among its employees. We believe that a workplace rich in diverse experiences, perspectives, and ideas allows both our people and our organization to thrive. World is proud to be an equal opportunity employer and is committed to providing reasonable accommodations to qualified individuals with disabilities, unless doing so would create undue hardship. Notice to Executive Search Firms and Staffing Agencies World Insurance Associates does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered the property of World, and no referral fees will be paid. #LI-AS1 Powered by JazzHR mMxNdE0Yhd

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.

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors 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 Wealth Advisor 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. Wealth Advisors 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., • Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials • 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. Bachelor’s degree is preferred. Pay Transparency 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 https://jobs.citizensbank.com/benefits. 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 & Work Schedule • Hours per Week: 40, • Work Schedule: M-F (Branch Hours)\n 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. \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.

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.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Wealth Advisors 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 Wealth Advisor i

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

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the w

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.

Senior Wealth Advisor SAFE Act - Staten Island. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering

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

Senior Wealth Advisor SAFE Act - Staten Island. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering

This exciting opportunity at Northfield Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. Serves as an advisor to provide

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.

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.

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 ph

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

As a Financial Solutions Advisor within PNC's Wealth Management, you will be based in our Oak Tree, Edison, NJ location.

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Rutgers University-Newark (RU-N), an urban public research university and anchor institution, located in Newark, New Jersey, a city of promise, is seeking a highly skilled and detail-oriented professional to serve as the Senior Administrative Assistant to the Senior Vice Chancellor for Student Affai

Receptionist/Administrative Assistant.Southern Land Company, a national real estate development and construction firm, is seeking a full-time Corporate Receptionist / Administrative Assistant to join our dynamic team in our New York office.The position will consist of three primary job functions: re

Cashiers play a critical customer service role by providing customers with fast, friendly, accurate and safe service.They process Checkout and/or Return transactions, as well as monitor and maintain the Self-Checkout area.They proactively seek product/project knowledge to provide customers with info

Restaurant Team Member - Cashier.At Panera, our people come first.If you're looking for a place where you can grow, feel supported, be yourself, enjoy great perks, and have a little fun along the wayyou're in the right spot.We're here to help you succeed every day, in every way.Get ready to rise and

Financial Assistance Advisor Part Time. Rutgers, The State University of New Jersey, is seeking a Financial Assistance Advisor (part time) for Outpatient Services within Rutgers University Behavioral Health Care.

Administrative Assistant - Customer Engagement - Remote.We are committed to building and maintaining a workplace environment that is collaborative and supports all employees as we effectively carry out the agencys mission.This includes ensuring inclusion and equity throughout the agency, while embra

Rutgers, The State University of New Jersey is seeking an Administrative Assistant for the Office of Climate Action.This position reports to the Chief Climate Officer and provides administrative support and performs related duties as assigned.Importantly, this position serves as the first point of c

Starting Hourly Rate / Salario por Hora Inicial: $18.Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.You can work as much or as little as you like as an On-Demand Team Member (TM) and your schedule may vary de

SNIPES Cashier Part Time Regular.We live sneakers, streetwear, and neighborhood culture! All Day! Every Day!.With more than 750 stores in Europe and the USA, SNIPES is one of the leading sneaker and streetwear retailers worldwide.Since opening its first store in Essen, Germany in 1998, SNIPES has be

Linden, NJ (ShopRite of Linden).We are living our Purpose - To Care Deeply about People, Helping them to Eat Well and Be Happy.This Purpose guides everything we do and is why we are in business.We are using our service priorities - Safety, Friendliness, Presentation, and Efficiency to help us make d