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Trust & Estate Planning Lead Lumida is building a modern wealth platform for UHNW, founders, entrepreneurs, and multi-generational families who require institutional-grade investment access and sophisticated planning architecture. We are seeking a licensed planning leader to own and scale our advanced trust, estate, and tax planning function. This is not a traditional financial planning role. This is a mandate to architect and lead the planning infrastructure inside a high-growth fiduciary RIA serving ultra-high-net-worth clients. About Lumida Lumida is a modern wealth advisor for people who want access to the same opportunities as institutions - public markets, private deals, and alternatives. Our mission is to transform wealth management - combining investment excellence and the best of trust and estate planning into a modern, tech-first experience. Our team shares the same mindset as our clients - curious, original, and driven to build what doesn’t yet exist. We are venture backed and include luminaries such as former SEC Chair Arthur Levitt as an investor. Our leadership and advisory network reflects deep experience. Lumida is launching the Lumida Invest SuperApp — a holistic platform that unifies public markets, private deals, and alternatives in a single, modern investing experience. Lumida is recognized for its differentiated, non-consensus insights across its podcast and newsletter and social media presence on major media such as the WSJ, CNBC, and more. Lumida is reshaping how modern investors build and enables its clients to Invest Beyond the Ordinary. The Mandate As Trust & Estate Planning Lead, you will serve as the firm’s authority on complex planning strategy. You will design and implement sophisticated trust, estate, and tax frameworks for UHNW, founders, concentrated equity holders, and multi-generational families, while building scalable planning infrastructure as Lumida grows. This role sits at the intersection of client strategy, technical expertise, and firm-level leadership. You will: • Lead advanced estate and trust design for UHNW families, • Architect tax-efficient strategies including capital-gains mitigation, liquidity-event planning, and concentrated stock diversification, • Evaluate and integrate PPLI and insurance-based structures where appropriate, • Partner directly with Sales and external CPAs, estate attorneys, and insurance specialists, • Join client and Sales meetings as the firm’s technical authority, • Translate complex structures into clear strategic direction for clients, • Build repeatable planning workflows and internal frameworks, • Elevate and scale Lumida’s client planning function as AUM expands This is both a client-facing and infrastructure-building role. Who This Is For • 5+ years advising UHNW clients in advanced planning environments, • Deep experience in trust structures, estate strategy, tax optimization, and complex wealth transfer, • Experience working alongside private investments, alternatives, and concentrated equity positions, • CFP preferred, • Series 65 or ability to obtain, • Strong fluency in fiduciary standards and RIA compliance Most importantly: You think like an architect, not a service associate. You are comfortable operating inside ambiguity and building systems from scratch. You want ownership, not a narrow lane. Why This Role Matters Lumida is scaling rapidly. As our client base and AUM expand, advanced planning is central to client retention, differentiation, and long-term growth. This role is critical to: • Increasing wallet share among UHNW clients, • Strengthening multi-generational relationships, • Deepening integration between investment strategy and planning, • Elevating Lumida’s competitive positioning against multi-family offices You will have a real seat at the table and direct influence over how planning evolves inside the firm. Why Lumida • Institutional-grade access across public and private markets, • A fiduciary platform integrating investments and advanced planning, • The opportunity to build and lead a core function, • Direct exposure to founders, entrepreneurs, and sophisticated families, • Competitive compensation with long-term growth alignment If you are a planning professional who wants to operate at a higher level and build something enduring, Apply Now.

Job Description We are a Hackensack, NJ boutique financial planning and wealth management firm built around the deep relationships we have with our nearly 200 clients. Our mission is to advance our clients’ interests through a diligent and proactive planning process and intentional client experience. We believe we are masters of our craft and are always looking to increase and diversify our knowledge. Our clients know us best because of the support we give them when something happens in their life; changing jobs, buying a car, or if something happens to their loved ones. Our team has been together for years and we function as one unit, fully supporting each other and our clients cohesively. We believe our internal dynamic is the secret sauce because it’s seamless for clients. In addition to our collaborative environment, we support professional development, innovation, and a shared sense of purpose. We’re looking for a proactive and detail-oriented Client Service Associate who enjoys supporting others and keeping things moving behind the scenes. This role is designed to help ease the client service and administrative workload across the team and plays a critical part in ensuring clients have a smooth and seamless experience. You will coordinate with custodians and insurance partners, manage account updates and paperwork, help keep client records organized and up to date, and assist with processing client requests. This position is ideal for someone who thrives in a collaborative office environment, takes pride in organization and follow-through, and enjoys being the steady, reliable force that keeps the team running efficiently. Responsibilities & Activities • Open and set up a variety of new client accounts, including investment, education savings, retirement, charitable, and cash management accounts, • Prepare, submit, and track applications with custodians and insurance partners, • Process account transfers and ensure all paperwork is submitted accurately and on time, • Maintain and update client information, including address changes and account preferences, • Monitor account alerts and resolve issues when paperwork or requests need correction, • Handle client fund transfers, including wires, ACHs, checks, and internal transfers, • Assist with required retirement distributions and track completion, • Help manage and maintain lines of credit tied to investment accounts, • Coordinate with the investment operations team on cash needs, urgent requests, or account discrepancies, • Process charitable contributions and track related activity, • Enter client financial and estate planning information into planning software, • Follow up on outstanding paperwork and resolve issues on incomplete items, • Support the team with light calendar management, occasional client communication by phone and email, and coordination of client events, • Assist with other general office, client service, and administrative needs as needed Knowledge, Skills, & Abilities • High School Diploma or GED required; Bachelor’s degree in business administration, finance, or a related field preferred, • 2-3 years of proven experience in a professional office or administrative setting required, • Experience in financial services is strongly preferred but not required, • Excellent organizational and time management skills and strong documentation habits, • Exceptional written and verbal communication skills, • Strong technology and CRM skills required, as well as proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), • Industry specific software experience, including Schwab, Wealthbox, and Morningstar preferred, • High level of professionalism and confidentiality, with a strong attention to detail, • Highly organized and adaptable, with the ability to multitask and shift between responsibilities throughout the day, • Superior phone skills; friendly and helpful in all interactions on the phone, • Ability to prioritize and solve problems while maintaining composure and focus

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: The firm is seeking a Registered Client Service Associate to join their branch office in Saddle Brook, New Jersey. Primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities: • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire), • Possess a high degree of proficiency with technology including MS Office products (Word,, • Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in New Jersey, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $65,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

New Jersey regulatory agencies, including Waterfront Development, Coastal Zone Management, Coastal Area Facility Review Act (CAFRA), Natural Heritage Program (NHP), freshwater and coastal wetlands, watershed and land management (Land Resource Protection), stormwater management, New Jersey Pinelands

Familiarity with construction management software and Microsoft Office. Provide regular project updates to senior management.

Assist in the management of schedules, including weekly preparation of 2-week look ahead;.

Analyze performance results for management reports; Provide monthly project status forecasts; Must be proficient with working independently while maintaining and applying working knowledge of Client Standards of Business Controls and meet management's expectations for effective internal business con

OnTrac - 130 Central Avenue - Responsibilities: Unload trailers and sort packages by zip codes; Load trucks for deliveries; Be a team player everyone works together to get the job done; Safety is our first core value.

CMA CGM Group - - Responsibilities: Receive and inspect deliveries; verify against bill of lading and document discrepancies; Pick and prepare orders according to tickets; locate items in warehouse; Pack orders, label, and prepare for shipping; Palletize and release orders; prepare shipment paperwo

Ferguson - - Responsibilities: Safely operate a stand-up forklift (order selector/cherry picker) to pull and prepare outbound customer orders; Build, wrap, sort, and transport pallets and packages; Use technology like RF devices to sort, scan, and prepare orders; Accurately and timely receive, veri

We are looking for an experienced Low Voltage Project Manager to join our dynamic team in New Jersey.Lead project execution with subcontractors to plan, coordinate, and install low-voltage systems.Prepare complete project estimates through detailed review of drawings, specifications, and site.Superv

Sonepar - - Responsibilities: Utilize RF guns to pull product from goods-to-person or from pallet areas to fulfill customer orders.Ensure that all customer orders are pulled efficiently and accurately.Prepare customer orders in a neat and orderly manner.Perform quality checks on orders to ensure ac

We are seeking a professional, dependable, and motivated Administrative Assistant / Receptionist to support day-to-day office operations.This individual will serve as the face of the organization, handling incoming calls, greeting clients and visitors, and supporting internal teams.Based on performa

Proficiency with construction management software (e.

Minimum of 3 years' experience in construction project management or contract administration.

Lowe's - 26 Jefferson Street - Responsibilities: Unload and stage deliveries; Manage inventory using warehouse management system (WMS); Assemble products; Maintain a clean and safe work environment; Perform WMS functions (shipping, receiving, dispatching) using handheld scanning device.

Data Entry / Remote] - Anywhere in U.Competitive pay - As a Data Verification Analyst at Foundation AI, you will: Process, segregate, review, and validate data provided in various formats according to changing process requirements; Prepare, compile, and organize documents for data capture, ensuring

Visit potential sites for suitability and associated cost. Project management: 1 year (Preferred).

As a Project Manager specializing in water resource engineering, you will be responsible for leading and managing projects related to water management, drainage systems, flood control, and watershed management. Job Description Job Description YU & Associates, Inc. Responsibilities * Lead and overs

Our client is seeking a detail-oriented Construction Administrator to support project management and ensure smooth financial and document control processes across multiple projects. Degree in Construction Management or related field preferred; experience with bank draws and lien documentation a plus

Global commercial facility building designing and construction company in NJ, seeks Project Executive to responsible for the successful leadership and delivery of multiple construction projects from inception through completion.This role serves as the primary liaison with the client, ensuring that a

Tech-savvy with project management tools, email, and cloud-based file systems.

Under general supervision, and according to well defined policies and procedures, the MA/MR assists in the delivery of primary health and patient care management, interviews patients and/or patients' representatives to obtain necessary personal, demographic, and financial information and identificat

Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are

Shipment coordination and time management. Amerex - Material Handler/Warehouse Associate - NJ.

Are you ready to love your job again? Join The Arbor Company and discover a work family where you are treated with respect.We are recognized by our team members as a Great Place To Work and we are honored to be one of only 20 companies on Fortune Magazine's "Best Workplaces in Aging Services" list.A

Job Summary: Under general supervision, and according to well defined policies and procedures, the MA/MR assists in the delivery of primary health and patient care management, interviews patients and/or patients' representatives to obtain necessary personal, demographic, and financial information an

Also must have database management and records maintenance experience. Qualifications: High School Diploma, Associate's preferred.

Job Summary: Under general supervision, and according to well defined policies and procedures, the MA/MR assists in the delivery of primary health and patient care management, interviews patients and/or patients' representatives to obtain necessary personal, demographic, and financial information an

Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are

Job Summary: Under general supervision, and according to well defined policies and procedures, the MA/MR assists in the delivery of primary health and patient care management, interviews patients and/or patients' representatives to obtain necessary personal, demographic, and financial information an

Other duties assigned by management.

This policy and the law prohibit employment discrimination against any associate or applicant on the basis of any legally protected status outlined above. As a warehouse associate at Floor & Decor, you are the backbone of our retail location. Paid vacation and sick time for eligible associates.

Fleet Parts/Galleher Industries Warehouse Associate. We are seeking a dedicated Warehouse Associate to join our team. The ideal candidate will be responsible for various warehouse activities, including shipping, receiving, inventory management, and order fulfillment.

Position Overview: Our client is seeking an enthusiastic and personable individual to join their team.

Demonstrated experience in project management, including project planning, prioritizing tasks, and reporting on project status.

Greet, check in, and direct visitors while maintaining a professional, clean, and organized reception area.Handle high-volume, multi-line phone systems, screening and directing calls promptly.Coordinate mail/deliveries, manage staff calendars, book conference rooms, and perform data entry.Resolve cl