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Relationship Manager - Series 65 Required Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities • Deliver white-glove service to clients with speed, accuracy, and professionalism, • Prepare for client meetings and proposals with exceptional attention to detail, • Draft and manage client communications via email, phone, and written correspondence, • Participate in client meetings, document notes (with AI support), and manage follow-ups, • Gather and organize information to support comprehensive financial planning, • Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.), • Maintain meticulous CRM documentation of all client communications, tasks, and appointments, • Assist with account maintenance, asset allocations, and quarterly reporting, • Serve as the first line of response for client inquiries across email and phone, • Build and deepen client relationships with empathy, connection, and professionalism, • Partner with operations to proactively resolve custodial issues and escalate when appropriate, • Adhere to all firm and industry supervisory and compliance requirements, • Participate in firm meetings, training, client events, and continuing education, • Service-oriented with a genuine interest in caring for clients, • Exceptionally organized, dependable, and detail-oriented, • Calm, professional, and effective in a fast-paced environment, • Process-driven with strong ownership and accountability, • Excellent time management and multitasking capabilities, • Comfortable using CRM and workflow tools (Salesforce preferred), • Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks, • 3–5 years of experience in financial services (RIA experience strongly preferred), • Strong working knowledge of Schwab custodial operations, • Series 65 required, • Bachelor’s degree strongly preferred, • CFP® certification or desire to pursue, • Strong understanding of client confidentiality and discretion, • Reports to: Lead Advisor, • Functional Area: Client Success / Operations, • Base Salary: $70,000 – $90,000, • Bonus: Performance-based, tied to individual and firm objectives, • Employment Type: Full-time W-2, • Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits, • Career Development: Clear progression and professional growth opportunities

IN ORDER TO BE CONSIDERED YOU MUST BE A U.S. CITIZEN AND LIVE IN EITHER NASSAU OR SUFFOLK COUNTY AND HAVE A CAR. Relationship Manager A growing wealth management firm, RIA is seeking a Relationship Manager (RM) to assist in our mission of helping those we serve achieve their financial goals while finding JOY in the journey. The Relationship Manager will play a mission-critical role by supporting the advisors to ensure a human-first personalized experience. Core Responsibilities: The Relationship Manager (RM) works with the team full time in the office and external professionals to service existing client relationships and plays a pivotal role in onboarding new clients. This client-facing position is critical to the firm’s service model and will be a major part of our growth objectives. 𝗪𝗛𝗔𝗧 𝗧𝗢 𝗘𝗫𝗣𝗘𝗖𝗧: ▪️ Deliver white-glove service to clients with speed, accuracy, and professionalism. ▪️Prepare for client meetings and client proposals with accuracy and professionalism. ▪️ Prepare client communications, including e-mail, telephone, and written correspondence. ▪️ Participate in and document (with the help of an AI notetaker) client meetings and follow-up. ▪️ Gather information to analyze and prepare comprehensive financial plans. ▪️Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.). ▪️ Use CRM system to document EVERY client communications, tasks, and appointments. ▪️ Assist with account maintenance, asset allocations, and quarterly reports. 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨 𝗡𝗘𝗘𝗗: ▪️ High level of comfort working with CRM/workflow tools (Salesforce preferred) ▪️ Experience with financial service technology such as MoneyGuidePro, Holistiplan, DocuSighn, Zocks. ▪️ 3 - 5 years of experience in financial services; RIA experience strongly preferred ▪️Knowledge of Schwab custodial operations preferred ▪️Ability to learn and embrace new technology as the firm’s tech stack continues to improve ▪️ Series 65 Required ▪️ Bachelor's degree strongly preferred. ▪️ CFP Certified Financial Planner™ designation or a desire to obtain. ▪️Understand that discretion is required when dealing with clients and their information. ▪️Clean U-4 and U-5 history. Reporting & Collaboration • Reports to: Wealth Advisor, • Functional Area: Client Success / Operations, • Collaboration: Works closely with Advisors, Operations, Administrative Support, Corporate RIA, Custodians, and Service Providers. Michael A. Weinstock -Founder & President Portfolio Placements & Resumes, LLC () (908)-654-0109 Monday-Friday 8am-5:15pm NOW WITH OVER 400+ recommendations THE HYPER-REALISTIC, BRUTALLY HONEST, COMMON SENSE RECRUITER, WHO TELLS IT LIKE IT IS !!!!

Relationship Manager - Series 65 Required Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities • Deliver white-glove service to clients with speed, accuracy, and professionalism, • Prepare for client meetings and proposals with exceptional attention to detail, • Draft and manage client communications via email, phone, and written correspondence, • Participate in client meetings, document notes (with AI support), and manage follow-ups, • Gather and organize information to support comprehensive financial planning, • Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.), • Maintain meticulous CRM documentation of all client communications, tasks, and appointments, • Assist with account maintenance, asset allocations, and quarterly reporting, • Serve as the first line of response for client inquiries across email and phone, • Build and deepen client relationships with empathy, connection, and professionalism, • Partner with operations to proactively resolve custodial issues and escalate when appropriate, • Adhere to all firm and industry supervisory and compliance requirements, • Participate in firm meetings, training, client events, and continuing education, • Service-oriented with a genuine interest in caring for clients, • Exceptionally organized, dependable, and detail-oriented, • Calm, professional, and effective in a fast-paced environment, • Process-driven with strong ownership and accountability, • Excellent time management and multitasking capabilities, • Comfortable using CRM and workflow tools (Salesforce preferred), • Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks, • 3–5 years of experience in financial services (RIA experience strongly preferred), • Strong working knowledge of Schwab custodial operations, • Series 65 required, • Bachelor’s degree strongly preferred, • CFP® certification or desire to pursue, • Strong understanding of client confidentiality and discretion, • Reports to: Lead Advisor, • Functional Area: Client Success / Operations, • Base Salary: $70,000 – $90,000, • Bonus: Performance-based, tied to individual and firm objectives, • Employment Type: Full-time W-2, • Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits, • Career Development: Clear progression and professional growth opportunities

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private Wealth Advisor/team. Registered Client Service Associates provide exceptional service to our clients and sup

Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank. Proven track record of implementing wealth management strategies.

Senior Wealth Advisor Safe Act - Suffolk County.

Senior Wealth Advisor Safe Act - Suffolk County. The wealth relationship advisor safe act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to senior wealth advisor, small business partners, home lending officer, etc.

Proven track record of implementing wealth management strategies. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Provide a holistic view of clien

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we empower professionals to shape their success while

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

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

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while main

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Annuities are mad

This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to mee

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

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and intera

Job Description Do you love planning but hate selling? We are looking for an experienced Life Insurance Agent to join our dynamic wealth management team in Melville, NY. In this role, you will service an existing book of high-value clients while collaborating with our senior advisors to deliver exceptional financial guidance. If you are a client-focused professional with a proven track record in wealth management, this is your chance to elevate your career in a supportive, growth-oriented environment. This opportunity offers the potential for equity ownership in the firm, providing a pathway to long-term partnership and shared success. Key Responsibilities • Manage and nurture relationships with a portfolio of existing clients, ensuring their financial plans align with evolving needs and market conditions., • Conduct in-depth financial analyses, including investment portfolio reviews, retirement projections, tax strategies, and risk assessments., • Develop and implement customized financial plans, leveraging our firm’s resources and tools to optimize client outcomes., • Collaborate with the advisory team on complex cases, sharing insights and best practices to enhance overall service delivery., • Stay abreast of industry trends, regulatory changes, and market developments to provide proactive advice., • Participate in business development activities to expand the firm’s existing client base, with support from our marketing and operations teams. Qualifications • Minimum of 3+ years of experience as a Financial Advisor, Financial Planner or Life Insurance Agent preferably in wealth management or a similar advisory role., • Active FINRA Series 6/7, Series 66 (or equivalent) and health and life licenses required; CFP® or similar certification strongly preferred., • Strong knowledge of investment products, financial planning software (e.g., eMoney, MoneyGuidePro), and CRM systems., • Excellent communication and interpersonal skills, with the ability to build trust and rapport with affluent clients., • Bachelor’s degree in Finance, Business, or a related field; advanced degrees or certifications are a plus., • Commitment to ethical practices and client-first principles. What We Offer • Access to a large established book of business for immediate impact and revenue generation., • Competitive compensation package, including base salary and bonus., • Potential for equity ownership, allowing you to share in the firm’s success., • Reimbursement for health, dental, vision insurance, 401(k) with match, paid time off, and professional development reimbursement., • Collaborative team environment with mentorship from experienced partners., • Opportunities for continued education, conferences, and networking in the financial industry.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link income-and-benefits Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Parental leave, • Tuition reimbursement, • Vision insurance Ability to Commute: • Melville, NY 11747 (Required) Ability to Relocate: • Melville, NY 11747: Relocate before starting work (Required) Work Location: In person

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $100,000 at plan yearly Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Embrace the role of a structured yet coachable team player open to continued education and training from other team membersQualifications:, • Valid FINRA Series 7 & 63/66 preferred but not required, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want: • Comprehensive and ongoing professional training and development, • State-of-the-art marketing and sales solutions, • A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients, • A clearly defined career path including opportunities in Management for qualified individuals., • Comprehensive benefits, including a defined benefit pension plan, and significant earnings potentialHere's what you'll do: As a New York Life Financial services professional, you'll be offering high quality life insurance, fixed annuities, 2 long-term care insurance and other products for insurance and retirement planning needs. You'll also:, • Develop and implement business and marketing plans, • Prospect for potential clients Discuss financial concerns and needs of individuals, • Present potential solutions using our world class suite of products and services, • Develop your professional skills and knowledgeEOE M/F/D/V 503908 1 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.2 Issued by New York Life and Annuity Corporation, a Delaware Corporation

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $75,000 - $125,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth managementQualifications:, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Up-to-date FINRA Series 7 & 63/66 documents are a bonusAbout Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description A great opportunity is available at the New York Life, Long Island, NY, for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact households. Potential for substantial earnings and career progression. Engage with a diverse client base including families, individuals, business owners, and corporations. Training provided to explore Wealth Management. Start a rewarding career journey with our dynamic team, offering flexibility and attractive earning potential. Compensation: $117,000 plus Benefits Responsibilities: • Provide expertise, insights, and financial solutions to families, individuals, business owners, and corporations in the Melville, NY area, • Manage your own financial practice with the backing of a leading Fortune 100 company, • Assist clients in planning and prioritizing their unique financial goals, • Begin as an agent with the potential to advance into an advisory role, • Enjoy the benefits of being an independent business owner while receiving support and guidance, • Contribute to shaping the financial futures of clients in the local community Qualifications: • Experience is not needed, but a plus. We provide Training and Licensing, • Athletes Preferred, • We’re proud to offer training to help you grow your career, • You’ll be in business for yourself, but not by yourself. Development Managers will mentor you and help you grow your career, particularly as you start out, • Bachelor's degree is a plus, • With our training and support, you have the opportunity to work towards the credentials that will qualify you as a licensed Financial Advisor or grow into a leadership role as part of the management team, • Looking for an individual who is coachable and willing to learn, • We are searching for Driven and competitive individuals, • MBA degrees qualify for Fast Track management opportunitiesAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

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. Develop a high-quality wealth management practice that provides a personaliz

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. Our Wealth Advisors conduct thorough discoveries to understand a client's sho

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and

Estimating Coordinator – Junior Project Manager Track.No relocation assistance provided.Build your career in construction while staying close to home.This is a great opportunity for someone who wants to grow into a junior project management role over time, while working in a stable, office-based e

Shift: 1st shift (6am start-finish) Compensation: $500-$800 People want to work at Capstone because of our high-performance culture.We build strong relationships, challenge the status quo, work hard to deliver results, and pay it forward in our communities.Through transparency and open lines of comm

Business Analyst Define new operations business process improvement opportunities Providing ad-hoc data analysis for business process improvement projects Preparing financial and operational analysis Prepare financial data, reports and analysis Creating weekly/monthly/quarterly/ad-hoc reports Assist

Savers Value Village - Union Boulevard - Responsibilities:.

Cintas Corporation - - Responsibilities: Drive company trucks to designated areas for unloading of soiled products; Load clean uniforms, floor mats and customer products onto trucks; Maintain cleanliness of work area and meet quality standards; Adhere to attendance and safety policies; Work in a fa

Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,000-$205,000 Year 5: $132,000-$287,000 Year 10: $239,000-$500,000 We offer a comprehensive benefits package that includes: Defined Benefit Pension Plan 401(k) Saving Plan Health/Dental/Life/Disability Continuing educ

The Axel Group is seeking an Environmental Project Manager to join our client's team out of Suffolk County, New York.This organization is a well-established environmental consulting firm with over 35 years of experience supporting redevelopment and infrastructure projects throughout the Northeast.Th

We are currently engaged by a growing heavy civil contractor with an established presence in the New York market.Due to continued success within public infrastructure and transportation projects, they are looking to add an experienced Project Manager to their team.This is an opportunity to join a co

ALDI - - Responsibilities: Receives (Inbound) or selects (Outbound) incoming stock to fulfill store orders.Relocates merchandise throughout the warehouse according to product handling guidelines.Sorts, organizes and loads merchandise for shipment and unloads incoming shipments from trucks/back-haul

The Administrative Assistant is responsible for all tasks involving the front office and reception area, including proper handling of all incoming calls, incoming mail, and visitors.It is also his/her job to organize and maintain the corporate calendar.This individual is also responsible for maintai

Responsibilities: Load and unload shipments; Select and palletize items; Audit and repack inventory; Sort and clean up workspace; Perform duties as assigned by site leadership.

ALDI - - Responsibilities: Receives (Inbound) or selects (Outbound) incoming stock efficiently to effectively fulfill orders received from stores; Relocates merchandise throughout the warehouse according to product handling guidelines; Sorts, organizes and loads merchandise strategically in prepara

PrideStaff - - Responsibilities: Unload and sort merchandise off of delivery trucks; Count merchandise received and record data utilizing company system; Receive incoming purchase orders into the system and verify accuracy; Examine merchandise received and communicate incorrect or defective merchan

PrideStaff - - Responsibilities: Operate forklift to load/unload and sort merchandise; Scan barcodes for merchandise; Occasional lifting and sorting of merchandise; Follows safety rules and maintains a clean work environment by keeping workstation, warehouse and receiving area neat and organized; C

Aerotek - - Responsibilities: Picking and packing of raw materials for shipment; Operate sit down forklift; Place products into appropriate packaging, apply correct labels (including regulatory labels); Lift up to 25lbs.

Global asset management firm located in Midtown, Manhattan is seeking to hire a Temporary to Permanent Receptionist/Administrative Assistant to provide primary reception and administrative coverage for the office.They will also provide general office and facilities support.The position reports direc

Construction Management company seeking an experienced Project Manager to join its rapidly growing 50-year-old company.This Project Manager must plan and supervise a wide range of construction projects from start to finish by organizing and overseeing construction procedures to ensure they are compl

HUMAN RESOURCES ASSISTANT Temp to Permanent Israeli Based Nonprofit Organization Career enhancing opportunity working in the Human Resources department of this prestigious organization.Duties and Responsibilities: Handle all administrative tasks of the office, including screening calls, handling inc

Farmington, NY | Full-Time | $23–$29/hour.A respected construction and infrastructure contractor serving clients across New York State is seeking a dependable.Farmington office running smoothly.This role supports day-to-day operations and provides administrative assistance to management in a fast-

Construction Management company seeking an experienced Senior Project Manager to join its rapidly growing 50-year-old company.This Senior Project Manager must plan and supervise a wide range of construction projects from start to finish by organizing and overseeing construction procedures to ensure

H&R Block Seasonal Client Service Professional/Receptionist.At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe in a high performing, connected culture, wh