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

Experienced Financial Advisor – Grow Your Practice with Lee, Nolan & Koroghlian, LLC Are you an established financial professional looking for greater support, flexibility, and growth opportunities? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking experienced Financial Advisors ready to take their practice to the next level. Join a firm that values your expertise, supports your independence, and provides the resources to help you scale your business and better serve your clients. What You’ll Do • Manage and grow an existing book of business while developing new client relationships, • Deliver comprehensive financial planning strategies, including retirement, investment, and risk management solutions, • Provide ongoing advice and portfolio reviews to high-net-worth and emerging clients, • Leverage firm resources, technology, and support staff to enhance your practice, • Collaborate with a team of professionals while maintaining autonomy over your business What We Offer • Competitive and flexible compensation structure designed for experienced producers, • Transition support, including assistance with book-of-business onboarding, • Access to a broad suite of financial solutions through MassMutual, • Advanced planning support and dedicated back-office resources, • Marketing support and practice development tools, • Flexible work environment with entrepreneurial independence, • Clear pathways for leadership and team-building opportunities What We’re Looking For • Proven experience as a Financial Advisor, Wealth Advisor, or similar role, • Active licenses (Series 6 or 7, Series 63/65 or 66, Life & Health), • Strong track record of client acquisition, retention, and revenue growth, • Established client relationships or transferable book of business preferred, • Entrepreneurial mindset with a desire to grow and scale a practice, • High level of professionalism, integrity, and client-first focus Why Join Lee, Nolan & Koroghlian, LLC? We offer the best of both worlds: the strength and stability of MassMutual combined with the personalized support of a local, growth-focused firm. Here, you’ll have the freedom to run your practice your way—backed by a team committed to your long-term success. If you’re ready for more control, more support, and more opportunity, let’s start the conversation. Apply today.

Financial Advisor, Wealth Advisor, or Personal Financial Consultant. Financial Advisor (CFA or CFP). Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.

Personal Financial Advisor (Private Wealth). Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.

Job DescriptionDescription: At Color Street and Innovative Cosmetic Concepts, we believe one brilliant idea can change everything. Our revolutionary, patented, real nail polish strips and ever-expanding line of premium beauty products empower beauty lovers around the globe and inspire our community of Independent Stylists to express themselves in full color! We are seeking a Principal Advisor — a hands-on, autonomous executive who will personally own and execute across a broad portfolio spanning finance, investments, real estate, and multi-entity management. This is not a coordination or delegation role; the right candidate brings at least 7–10 years of deep, cross-disciplinary expertise and operates with the judgment and independence needed to lead high-stakes financial, operational, and international matters directly on behalf of the Principal. Requirements: Executive Administration • Report to Principal on various business agenda items and advise Principal on key decisions, • Serve as the Principal’s primary liaison with management and key point of contact for business network, • Support business operations through collaboration with senior management and department leaders, • Review major contracts, help review key legal matters and coordinate with counsel as needed Finance & Accounting • Oversee finance and accounting functions, ensuring accuracy and compliance, • Review financial reports and perform financial analysis, • Manage cash flow and proactively identify and secure funding resources, • Identify and execute cost-saving initiatives Corporate Development • Drive business improvement initiatives and lead strategic planning and execution, • Evaluate and advance corporate development opportunities (e.g., strategic partnerships), • Monitor subsidiary performance and oversee reports and major decisions for international entities, • Lead transactions related to real property assets Investment Portfolio & Wealth Management • Monitor and manage commercial real estate investment holdings, • Serve as primary liaison with investment partners, advisors, and asset managers, • Evaluate and execute new investment opportunities on behalf of the Principal, • Oversee managing the Principal’s private wealth portfolio, and assist in tax and estate planning MINIMUM REQUIREMENTS: • Minimum 7–10 years of progressive experience spanning two or more of: corporate finance, corporate development, institutional finance transactions, commercial real estate finance, senior executive operations, private wealth management, family office, or principal advisory services, • Demonstrated ability to independently own and execute across finance, legal and operational matters without delegation, • Ability to think creatively and proactively find solutions to solve real business challenges, • Ability to work in a fast-paced environment and prioritize with a high sense of urgency, • Extraordinary ethical standards with a strong sense of ownership, • Strong financial acumen, including direct experience with financial reporting, cash management, and investment oversight, • Experience managing business entities, including cross-border and international operations, • Proven ability to work in high-trust, high-discretion environments with senior principals, • Exceptional analytical, organizational, and written communication skills, • Comfortable acting as proxy and representative for the Principal across a range of stakeholder interactions, • Bilingual Korean and English (strongly preferred)

Job Description We are seeking a Principal Advisor — a hands-on, autonomous executive who will personally own and execute across a broad portfolio spanning finance, investments, real estate, and multi-entity management. This is not a coordination or delegation role; the right candidate brings at least 7–10 years of deep, cross-disciplinary expertise and operates with the judgment and independence needed to lead high-stakes financial, operational, and international matters directly on behalf of the Principal. RESPONSIBILITIES: Executive Administration -Report to Principal on various business agenda items and advise Principal on key decisions -Serve as the Principal’s primary liaison with management and key point of contact for business network -Support business operations through collaboration with senior management and department leaders -Review major contracts, help review key legal matters and coordinate with counsel as needed Finance & Accounting -Oversee finance and accounting functions, ensuring accuracy and compliance -Review financial reports and perform financial analysis -Manage cash flow and proactively identify and secure funding resources -Identify and execute cost-saving initiatives Corporate Development -Drive business improvement initiatives and lead strategic planning and execution -Evaluate and advance corporate development opportunities (e.g., strategic partnerships) -Monitor subsidiary performance and oversee reports and major decisions for international entities -Lead transactions related to real property assets Investment Portfolio & Wealth Management -Monitor and manage commercial real estate investment holdings -Serve as primary liaison with investment partners, advisors, and asset managers -Evaluate and execute new investment opportunities on behalf of the Principal -Oversee managing the Principal’s private wealth portfolio, and assist in tax and estate planning Requirements -Minimum 7–10 years of progressive experience spanning two or more of: corporate finance, corporate development, institutional finance transactions, commercial real estate finance, senior executive operations, private wealth management, family office, or principal advisory services -Demonstrated ability to independently own and execute across finance, legal and operational matters without delegation -Ability to think creatively and proactively find solutions to solve real business challenges -Ability to work in a fast-paced environment and prioritize with a high sense of urgency -Extraordinary ethical standards with a strong sense of ownership -Strong financial acumen, including direct experience with financial reporting, cash management, and investment oversight -Experience managing business entities, including cross-border and international operations -Proven ability to work in high-trust, high-discretion environments with senior principals -Exceptional analytical, organizational, and written communication skills -Comfortable acting as proxy and representative for the Principal across a range of stakeholder interactions -Bilingual Korean and English (strongly preferred) Benefits Comprehensive health insurance, 401K, PTO, Sick days

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

Multi-generational HNW family planning This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $140,000 - $170,000 per year A bit about us: We are seeking a Tax Manager to support the tax and planning needs of our clients including a multi-generational family office. This role oversees complex tax compliance, planning, and strategy across individuals, trusts, estates, and related entities. We're a reputable team with a legacy for taking care of our employees. A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations. Known for pairing technical depth with a practical, relationship-driven approach, advising clients on structuring, growth, transactions, and long-term wealth planning. Why join us? • Excellent culture, • Strong local reputation, • Independence, • Great Benefits Job Details Job Details: Our team is seeking a Tax Manager to join our Family Office team. This is an exciting opportunity for someone to pursue Partner as the current leaders retire and succession planning becomes focus. The ideal candidate will have a strong background in federal and state tax, tax returns, and experience dealing with high net worth individuals. The role will require a deep understanding of gift, trust and estate taxation and the ability to provide strategic tax planning advice to our clientele. Responsibilities: • Lead tax compliance and planning for high-net-worth individuals, multi-generational families, trusts, estates, and pass-through entities, • Serve as a trusted advisor to family members on income tax, gift, estate, and wealth-transfer strategies, • Coordinate with external tax advisors, attorneys, and investment professionals to ensure aligned planning and execution, • Review complex federal and state tax returns; ensure accuracy, timeliness, and risk management, • Provide proactive tax planning around liquidity events, investments, and generational transitions, • Oversee and mentor junior tax staff or coordinate work performed by outside firms, • Opportunity to move away from traditional busy seasons into a relationship-driven, strategic environment, • Long-term stability, strong work-life balance, and exposure to high-impact planning work rarely seen outside of family offices Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

This position serves in a player/coach capacity with responsibility as a manager to a team of Wealth Advisors and for being a Wealth Advisor. Leads, hires, coaches and develops assigned team. Works closely with senior management in managing the team. Primary Responsibilities: • Lead a team of Wealth Advisors to meet established objectives., • Oversee Wealth Advisor pipelines, sales and activities, inclusive of client, prospect, COI (center of influence), pre and post-calls, relationship reviews and sales coaching and team sales coaching programs to ensure goals are met., • Oversee Wealth Advisor management of the client team to ensure they deliver a client experience aligned with our Wealth Advisor-led, team-based, operating model that delivers integrated, holistic wealth management advice to current and prospective clients., • Manage and participate in deepening existing client relationships, driving new client relationships and ensuring these relationships utilize multiple Wealth Advisory solutions, including planning, fiduciary, investments, private banking, brokerage and insurance to support growth strategies., • Develop and maintain a pipeline of Wealth Advisor talent to support continued growth of the business., • Work closely with management to ensure Client Service and Wealth Advisor staff have an effective client service and sales enablement partnership and deliver an excellent client experience., • Drive individual production as a Wealth Advisor., • Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations., • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management., • Promote an environment that supports belonging and reflects the M&T Bank brand., • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable., • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act., • Complete other related duties as assigned. Scope of Responsibilities: This position provides leadership and oversight of a Wealth Advisor sales team within a specific region. Assisting the Market Leader in developing and implementing talented Wealth Advisor teams, sales strategies and delivering results on the strategy are key components of the job. Managerial/Supervisory Responsibilities: Manager a staff ranging from 4 - 8 Education and Experience Required: Bachelor's degree and a minimum of 9 years' relevant experience, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 9 years' relevant experience Minimum of 3 years' managerial, supervisory and/or work leadership experience Experience selling effectively to current and prospective clients Knowledge of wealth management and industry product offerings Excellent communication skills Excellent interpersonal skills Excellent presentation skills Strong analytical skills Strong decision-making skills Strong strategic planning skills Proficiency with personal computers and relevant software packages Education and Experience Preferred: MBA (Master's degree in Business Administration) Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth wealth management product knowledge Excellent sales skills Excellent relationship management skills Prior trust planning, fiduciary, private banking and/or investment experience Location: Paramus, New Jersey, United States of America

Lead with Purpose. Partner with Impact. At U.S. Financial Services is a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our philosophy is rooted in long-term client relationships, thoughtful and unbiased advice, and a commitment to continuous professional development. We pride ourselves on delivering clarity and confidence to the families we serve, and we foster a collaborative environment where team members can grow meaningful, lasting careers in wealth management. We are seeking a Service Advisor who is energized by client interaction, committed to delivering exceptional service, and eager to contribute to a planning-centric advisory team. This role is ideal for someone who thrives in a relationship-driven environment and wants to play a meaningful part in clients' long-term financial journeys. This position represents a significant career opportunity: you will play a central role in transitioning and servicing an existing, well-established book of business, building trust with clients who value high-touch communication and continuity. You will work closely with Lead Advisors to ensure clients receive the personalized, proactive guidance our firm is known for. What You'll Do: • Identify clients' financial objectives and life goals, • Develop and present financial plans and investment recommendations, • Continuously monitor and update plans and portfolios as clients' needs change, • Oversee creation of client deliverables and ensure deadlines are met, • Document all client communications and meeting outcomes, • Track and complete client requests and follow-up tasks, partnering with Client Services, • Deliver an exceptional client experience, • Develop tailored client relationship strategies, • Build strong relationships by understanding each client's unique situation, • Communicate clearly with clients across all channels (virtual, in-person, phone, email), • Explain financial concepts in an accessible, customized manner, • Support prospect engagement, relationship building, and onboarding, • Deepen existing client relationships, including consolidation of outside assets, • Deliver service that inspires client referrals, • Model exemplary client service, teamwork, and positive change, • Contribute to advancing long-term company goals and initiatives, • Collaborate effectively across teams with clear expectations and constructive feedback, • Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards What You'll Do: • Four-year college degree, or equivalent work experience, • CFP designation required, Series 65 or 66 required, • Ideal candidate will have 5+ years of experience in financial planning, wealth management, or financial services, • Strong written and verbal communication skills, • Excellent computer skills (Outlook, Excel, Word, PowerPoint, and Zoom), • Experience with financial planning software (eMoney preferred), • Familiarity with CRM systems, • Ability to manage multiple tasks in a fast-paced, collaborative environment, • Ability to work out of our Fairfield, NJ office with potential for flexible hybrid schedule

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in no marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! Responsibilities: • Serve the client's best interests, providing outstanding financial advice guidance, • Effectively evaluate client situations and analyze their needs, • Develop and present a compelling set of recommendations, • Adept at building positive relationships with clients, • Skilled at influencing clients to improve their financial well-being Requirements: • Direct client-facing experience in a fee-based wealth management or planning role, • Results driven approach with a consistent track record to form relationships, • Desire for role with base salary, performance-based compensation and growing earnings potential, • Must possess an active Series 65, • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment, • A Clean U-4, • A Certified Financial Planner (CFP) or other certification is desired but not required Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors not just the wealthy deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

At J.P. 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 with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred 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.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. 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 with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred 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.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Banking & Financial Services Sales Director to join our team in Newark, New Jersey (US-NJ), United States (US). At NTT DATA, we partner with Banking & Financial Services organizations to modernize, transform, innovate, unlock growth, and boldly shape the landscape of banking and financial services. With advanced technologies like Agentic AI, we help our customers adopt a proactive, data and analytics driven approach that reduces costs, improves security and ensures compliance. Our BFS practice combines deep industry expertise with leading capabilities across: • Advisory Consulting, • Customer-Centric Banking, • Data & Artificial Intelligence (AI), • Digital Banking Transformation & Modernization, • IT & Digital Operations We are seeking a high-impact, results-driven Sales Director to lead new business growth within the Banking & Financial Services sectorspecifically across Capital Markets and Wealth & Asset Management. This is a high-visibility "hunter" role focused on winning new logos, shaping strategic deals, and driving large-scale transformation engagements. You will serve as a trusted advisor to senior client stakeholders while orchestrating complex deal pursuits across NTT DATA's full portfolio. Significant opportunity for an entrepreneurial sales leader who thrives in a fast-paced environment and embraces a "run it like you own it" mindsetwith strong upside earning potential tied to performance. Responsibilities: • Drive New Logo Growth: Identify, qualify, and close new business opportunities to achieve and exceed TCV, revenue, and margin targets, • Lead Strategic Sales Pursuits: Own end-to-end sales cycles, serving as the Sales Pursuit Lead and primary executive contact for clients and internal leadership, • Sell Across the Full Portfolio: Position integrated solutions spanning:, • Applications & Digital Engineering, • Business Process Outsourcing (BPO), • Data & AI, • Advisory Consulting, • Infrastructure, Cloud & Security, • Collaborate for Impact: Partner with Client Executives, Solution Architects, and Consulting Leaders to develop differentiated, outcome-based solutions, • Create Market Demand: Leverage marketing and campaign resources to build pipeline and generate targeted opportunities, • Build Executive Relationships: Engage with senior client stakeholders to understand business priorities and position NTT DATA as a strategic partner, • Anticipate Market Dynamics: Identify competitive trends and proactively shape deal strategy to win in a dynamic marketplace Qualifications: • Enterprise Sales Excellence:, • 12+ years of experience across IT services, consulting, or technology solutions, • Demonstrated success selling complex, multi-service deals in a quota-carrying role, • Proven Sales Hunter:, • 8+ years in new business development with a strong track record of landing new logo clients, • Consistently exceeded $8M+ annual TCV quotas, • Strategic & Consultative Approach:, • 8 years' experience leading client team engagements that involve translating client challenges into high-value, outcome-driven solutions and working with industry analysts/advisors such as Gartner, Everest, Forrester, ISG, or IDC, • Industry Expertise:, • 5 + years deep experience with IT services and solutions in Banking, Capital Markets, or Wealth & Asset Management, • Executive Presence:, • 8 years of stakeholder management experience, including presenting to C-level business owners and key decision makers, • Education & Mobility:, • Bachelor's degree required, • Willingness to travel up to 40% Why Join NTT DATA? • Be part of a global leader driving transformation in Banking & Financial Services, • Work on high-impact, enterprise-level deals that shape the future of financial institutions, • Collaborate with top-tier industry experts and innovators, • Access significant earning potential with performance-based rewards, • Thrive in a culture that values ownership, innovation, and growth Ready to Make an Impact? If you are a driven, entrepreneurial sales professional with a passion for technology and a proven ability to win in competitive markets, we want to hear from you. NTT DATA is a recognized leader in IT and business services, including cloud, data and applications, headquartered in Texas. As part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. We are committed to our clients' long-term success. Visit nttdata.com or LinkedIn to learn more. NTT DATA is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team. Where required by law, NTT DATA provides a reasonable range of compensation for specific roles. The starting pay range for this remote role is $146,250 292,500. This range reflects the minimum and maximum target compensation for the position across all US locations. Actual compensation will depend on a number of factors, including the candidate's actual work location, relevant experience, technical skills, and other qualifications. This position may also be eligible for incentive compensation based on individual and/or company performance. This position is eligible for company benefits that will depend on the nature of the role offered. Company benefits may include medical, dental, and vision insurance, flexible spending or health savings account, life and AD&D insurance, short- and long-term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally-required benefits.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Using a broad investment pr

JPMS, CIA and JPMorgan Chase Bank, N. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. Morgan Chase, we have an enthusiasm for helping our clients, ta

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

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

Job DescriptionSalary: Servicing Financial Advisor Cornerstone Planning Group | Fairfield, NJ At Cornerstone Planning Group, we are a growth-oriented financial advisory firm committed to integrity, excellence, ownership, and delivering meaningful impact in the lives of our clients. As our firm continues to grow, we are seeking a relationship-focused and service-driven Servicing Financial Advisor to join our advisory team in Fairfield, NJ. This role is designed to support our lead advisors by helping manage and deepen client relationships, ensuring every client household receives an exceptional planning and service experience. The ideal candidate is an excellent communicator, highly organized, collaborative, and passionate about building long-term relationships through thoughtful financial guidance and proactive client service. This is not a sales-driven role. There are no business development quotas or prospecting requirements. Instead, this role is focused on delivering outstanding client experience, strengthening relationships, and supporting the continued growth and scalability of the firm. Role Highlights As a Servicing Financial Advisor, you will partner closely with lead advisors to help manage existing client relationships, conduct client review meetings, support financial planning initiatives, and ensure clients receive a high level of ongoing communication and care. Client Relationship Management • Build and maintain strong long-term relationships with client households, • Serve as a primary point of contact for clients and provide proactive communication and support, • Help ensure clients feel informed, cared for, and confident in their financial planning relationship, • Deliver a high-touch, personalized client experience aligned with the firms values and service standards Client Review Meetings & Planning Support • Conduct client review meetings and ongoing service meetings, • Assist in preparing for meetings by reviewing client plans, account activity, and financial updates, • Collaborate with lead advisors to implement planning recommendations and follow-up action items, • Support the ongoing delivery of financial planning strategies and wealth management solutions Advisor & Team Collaboration • Work closely with lead advisors to help manage capacity and client service responsibilities, • Coordinate with the service team to ensure operational workflows and client requests are handled efficiently, • Maintain accurate client notes, meeting summaries, and task management within the firms CRM, • Contribute to a collaborative, team-first environment focused on operational excellence and client success Operational & Service Excellence • Ensure timely follow-through on client requests, planning updates, and service needs, • Maintain organized workflows and high attention to detail across all client interactions, • Identify opportunities to improve communication, efficiency, and the overall client experience, • Stay current on firm technologies, planning strategies, and industry developments What Youll Bring Experience • Experience in financial services, wealth management, or client relationship management preferred, • Prior experience supporting or managing client relationships within an RIA or financial advisory environment strongly preferred, • Financial planning knowledge or advisor licensing is a plus Relationship & Communication Skills • Exceptional interpersonal and communication skills, • Ability to build trust and establish strong client relationships, • Professional presence with strong listening and follow-through abilities, • High emotional intelligence and client-first mindset Organization & Execution • Strong organizational and time-management skills, • Ability to manage multiple client relationships and priorities simultaneously, • Detail-oriented with a commitment to operational accuracy and follow-through, • Process-driven mindset with the ability to work effectively in a fast-paced environment Technology & Systems • Experience with CRM systems such as Wealthbox, Charles Schwab, Black Diamond or similar platforms, • Strong proficiency in Microsoft Office products including Outlook, Excel, PowerPoint, and Word, • Comfortable learning and adapting to evolving technology and planning systems Who You Are You are someone who genuinely enjoys building relationships and helping clients feel supported and cared for. You communicate with professionalism, empathy, and confidence, and you take pride in delivering a high level of service in every interaction. You thrive in a collaborative environment where teamwork, accountability, and continuous improvement are highly valued. Most importantly, you are excited about helping clients navigate important financial decisions while contributing to the long-term growth and success of the firm. Cornerstones Core Values Weve built a culture where high performers thrive, and every team member plays a vital role in our collective success. If youre ready to be part of a team where your work truly makes a difference, youve found your place. Ownership We own the wins and the losses as a team. Taking ownership is the only way we succeed together. Impact Everything we do has an impact on others. We act with empathy and intention. Integrity We put the needs of others above our own. Doing the right thing is always the right thing. Excellence How we do anything is how we do everything. We strive to improve every day. Please visit our website to learn more: www.cornerstoneplanninggroup.com Position Benefits • Covered Health Insurance, Life Insurance, & Long-Term Disability, • Federal Holidays, • Gym Reimbursement, • Flexible Paid Time Off (PTO) Policy, • Professional Development Budget, • 401(k) Match with Profit Sharing Compensation Compensation for this position will be based on experience, qualifications, licensing, and industry expertise. REQUIRED Applicants who do not complete this step will not be considered Apply here on LinkedIn and email Info@cornerstoneplanninggroup.com with the following: • Which Cornerstone Core Value do you most identify with and why?, • What specifically about Cornerstone Planning Group stand out to you?, • Why do you believe you would excel in a relationship-focused advisory role?, • Attach your resume to the email

Job DescriptionSalary: For 2026 Graduates - Entry Level Financial Advisor Position Description: Our Post-Graduate Financial Advisor Development Program offers recent graduates a unique opportunity to transition seamlessly from student life to a rewarding career in financial advisory. This program is designed to equip participants with the skills and knowledge needed to build and manage their own practice post-graduation. Through comprehensive training, mentorship, and hands-on experience, you'll develop the confidence and expertise to succeed as a financial advisor, all while making a meaningful impact on clients' financial futures. What is the role and what will be my responsibilities? • 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., • Obtain the required financial licenses with provided study courses and exams paid for on behalf of Northwestern Mutual. How will I be provided guidance and support? • The program and its directors will provide formal training prior to your official start. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops., • Prior to your 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 development program begins., • You will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills. Why Northwestern Mutual? • 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., • Our business model and culture allows for naturally competitive and high-performing individuals to thrive and succeed in growing their business. Compensation: • Initial development stipends available, • Bonuses available, • Commission based on product sales (unlimited earning capacity) Important Talking Points: • Relationship building, • Impact, income, independence, • Steppingstone to full-time advisor role, • Opportunities to be sponsored for your SIE, Series 6, and Series 63 exam Eligibility: • 2026 College Graduates Location: • Our office is located in Paramus, New Jersey., • Fully in-person

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

Location: Fairfield, NJ (Hybrid, at least 1 day per week in office) Comp: See Below Firm Overview Independent wealth management firm with over $1 billion in assets under management. Sign on bonus 1% of book Advisors with a $500,000–$600,000 book: Potential payout of 67%–70%. Two partners, b

Bank of America is seeking a Financial Solutions Advisor Stage I in Fairview, NJ.