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We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Mercor is recruiting U.S./UK/Canada/Europe/Australia-based Private Wealth Management Experts for a research project with a leading foundational model AI lab. You are a good fit if you: - Have at least 2 years of experience working in private wealth management at top firms and experience in at least one of the following - Client personalization - Performance management - Alternative investments - Tax-loss harvesting Here are more details about the role: - The work is fully asynchronous and can be done around your schedule - You must be able to commit at least 10 hours per week for this role - This is a minimum four week engagement beginning in October, with potential for significant extension or rotation to similar, future projects - Successful contributions increase the odds that you are selected on future projects with Mercor With respect to pay and legal status: - This role will pay $100/hour with potential for increases for top performers - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than

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In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Fluency in English (native or bil

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. Your role will encompass the efficie

Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Strong ca

We are looking for a dynamic Wealth Advisor to join the Client Advisory Team at Earned. Assess our client's overall financial needs, develop clients' financial plans, and implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory that optimize t

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. Private Client Advisor In Chase Wealth Management.

Asset And Wealth Management Domain Consultant. Travel: Yes - 40% Location: Edison, NJ preferred Full Time Role Must Have Skills: Thorough understanding across a broad spectrum of capital markets areas: asset and wealth management, full service banks, finserv utilities, broker-dealers, custodians and

This will be done with a consistent focus on relationship management, not portfolio management. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR

This Elite Growth Practice (EGP) Wealth Management Specialist is for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Demonstrated expertise and im

The chosen candidate will join a team of high-energy, performance-driven individuals who are responsible for the investment solutions of our firm's clients, including designing and implementing the investment process. Prosperity is a leading wealth management company dedicated to providing objective

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. Risk Strategies

Job Description 2bridge has been engaged in the direct hire search for a Senior Full Stack Python Developer to join our Financial Client based near Colonia, NJ. They offer a comprehensive package including base, bonus, 401k, PTO, Medical, dental, and vision. Senior Software Engineer We seek several highly skilled Senior Software Engineers to join a dynamic team. In this role, you will design, develop, and maintain cutting-edge software solutions that drive business growth. Your expertise in full-stack development, cloud infrastructure, API integrations, and automation will be essential in delivering high-performance applications that scale efficiently. Key Responsibilities: Software Development & Deployment: • Design, develop, test, and deploy high-quality applications using Python, React, AWS, and modern scripting languages., • Implement scalable and maintainable software architectures that meet business requirements., • Utilize AWS services, including Lambda, DynamoDB, and cloud storage, to optimize application performance and scalability., • Ensure cost-effective and secure cloud-based application deployments., • Design and maintain RESTful and GraphQL APIs for seamless integration across various platforms., • Ensure APIs adhere to performance, security, and scalability standards., • Leverage TypeScript, JavaScript, and Python to build robust and efficient software solutions., • Design and optimize SQL queries and database architectures to support application needs., • Work closely with cross-functional teams, including product managers, QA engineers, and business stakeholders., • Participate in Agile/Scrum methodologies to drive project success., • Share expertise and mentor junior developers to foster a culture of technical excellence. Qualifications: • Bachelor's degree in Computer Science, Engineering, or a related field., • 6+ years of experience in software development and system architecture., • 6+ Experience building financial applications for wealth or portfolio management disciplines, trading, or financial applications., • Proficiency in React for building modern, responsive web applications., • Hands-on experience with AWS services (Lambda, DynamoDB, Redshift, cloud storage, etc.)., • Strong expertise in API development (REST, GraphQL, WSO2) and backend integration., • Advanced skills in TypeScript, JavaScript, and Python., • Experience in SQL development and optimization., • Knowledge of Agile/Scrum frameworks for managing and delivering projects., • Strong communication and problem-solving skills., • Preferred: Cloud certifications and experience in fintech, wealth management, or enterprise SaaS. Why Join our client? • Work on high-impact projects in a fast-paced, collaborative environment., • Be part of a team that values innovation, security, and scalable solutions., • Opportunities for career growth, professional development, and mentorship.

Job Description 2Bridge has been engaged in the search for multiple full-time, direct-hire Lead Full Stack Software engineers with a background in Python, React, and Typescript on AWS with our financial client located near Colonia, NJ. They offer a comprehensive package that includes a base, bonus, 401k, PTO, medical, dental, vision, and other benefits! Software Engineering Lead Are you ready to step into a Technical Lead role in a rapidly evolving technical environment? Our client is investing significantly in technology and expanding their software engineering organization. This is an opportunity to join an established and well-known firm and build innovative engineering solutions. Key Responsibilities: Technical Leadership: • Lead the design, development, and deployment of scalable software solutions using Python, React, AWS, and modern scripting languages., • Make strategic architecture decisions to enhance scalability, performance, and maintainability., • Utilize AWS services, including Lambda, DynamoDB, and cloud storage, for application development., • Optimize applications for performance, security, and cost-efficiency., • Oversee the design, development, and management of RESTful and GraphQL APIs for seamless system integrations., • Design and implement automated CI/CD pipelines to enhance development efficiency., • Lead and mentor a team of engineers, fostering a culture of collaboration and technical excellence., • Utilize TypeScript, JavaScript, and Python to build robust, high-performance software solutions., • Work closely with cross-functional teams, including Business Solution Engineers, QA, and stakeholders., • Clearly articulate technical concepts to non-technical audiences. Qualifications: • Bachelor’s degree in Computer Science, Engineering, or a related field., • 10+ years of experience in software engineering and system architecture., • 10+ years building Financial or Portfolio Management, Trading, Risk, or other complex financial or SaaS applications., • Expertise in Python and React for building modern, responsive web applications., • Strong experience with AWS services such as Lambda, DynamoDB, and Redshift., • Deep understanding of API design and management (WSO2, REST, GraphQL)., • Advanced proficiency in TypeScript, JavaScript, and Python., • Experience with SQL development and optimization., • Familiarity with Agile/Scrum methodologies for project delivery., • Hands-on experience with CI/CD pipelines using tools like BitBucket, Docker, and Terraform., • Strong leadership experience in mentoring teams and guiding junior developers., • Excellent problem-solving and decision-making abilities., • Preferred: Cloud certifications and industry expertise in fintech, wealth management, or enterprise SaaS.

Job Description Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR mMxNdE0Yhd

Job Description Summary: As a Part Time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Knowledge of financial products preferred;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes;, • Bilingual in Spanish preferred. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships; We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Employee Stock Option Program (ESOP). Monday thru Friday: 11:00pm-4:00pm and every Saturday: 8:45am-1:00pm Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has 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 & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $65,000 - $125,000 yearly Responsibilities: • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisorQualifications:, • Must have effective relationship management skills, • Ability to successfully network to prospect new potential clients is a must, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is requiredAbout Company New York Life is among the strongest and most respected financial companies in the world. New York Life has 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 & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description GENERAL FUNCTION / SUMMARY The Health Insurance Customer Service Representative (CSR) is responsible for providing exceptional customer support to clients by assisting with health insurance inquiries, policy servicing, and claims resolution. This role requires strong communication skills, attention to detail, and the ability to prioritize tasks effectively. The ideal candidate has group health insurance experience and can quickly learn and adapt to new processes. MAJOR DUTIES AND RESPONSIBILITIES Client Support & Policy Servicing • Assist clients with health insurance inquiries, including plan details, benefits, and policy changes., • Provide guidance on group health insurance policies, including employee enrollments, renewals, and coverage updates., • Address billing questions, claims issues, and ID card requests, ensuring prompt resolution., • Follow up with clients and carriers to ensure timely policy approvals and documentation updates., • Maintain accurate client records, update CRM systems, and ensure proper documentation of service requests., • Process policy changes, enrollments, terminations, and premium adjustments accurately., • Prioritize and manage multiple tasks to ensure efficient workflow and timely customer responses., • Work closely with internal teams, agents, and carriers to resolve client issues efficiently., • Attend training sessions and carrier webinars to stay updated on health insurance products and industry changes., • Adapt quickly to new procedures, software, and insurance regulations to enhance job performance., • Perform other tasks as assigned to support departmental and organizational goals. BASIC QUALIFICATIONS • Preferred experience in group health insurance, benefits administration, or customer service., • Strong communication and interpersonal skills to effectively assist clients., • Ability to prioritize tasks, manage time efficiently, and handle multiple responsibilities., • Detail-oriented with excellent organizational skills., • Fast learner with the ability to adapt to new processes and insurance guidelines., • Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM systems is a plus., • Bilingual in Mandarin., • High school diploma or equivalent required; bachelor's degree preferred. WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals. WHY JOIN US • Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network., • Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities., • Career Growth: Access to cross-functional training, licensing support, and professional development opportunities., • Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success., • Impactful Work: Help individuals and families achieve financial security and generational wealth. WHAT WE OFFER • Competitive salary and benefits package., • Opportunity to work in a collaborative and innovative environment., • Professional development and growth opportunities., • H-1B sponsorship available.

Job DescriptionInvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. We are seeking a dynamic and strategic Senior Project Manager to lead the successful execution of critical implementations, drive operational excellence, and expand our footprint within the financial services sector. This individual will play a key role in delivering technology-driven solutions that empower our clients, ensuring seamless project execution and alignment with their evolving needs. As a key member of the InvestorFlow Services team, you will be responsible for scoping, planning, and managing the implementation of InvestorFlow products, as well as leading internal strategic initiatives. Your ability to drive cross-functional collaboration, provide strategic direction, and maintain a client-centric approach will be essential in achieving success. We would expect this employee to work at least 3x/week from our Clark, NJ office.Key Responsibilities • Strategic Project Execution: Define and lead high-impact projects for enterprise clients, ensuring alignment with their business objectives and InvestorFlow’s strategic goals., • Stakeholder Engagement: Build and manage relationships with executives, internal teams, and external partners to drive alignment, foster collaboration, and ensure seamless execution., • Project Planning & Governance: Develop and oversee governance models, project roadmaps, resource allocation, and financial oversight to drive execution efficiency., • Risk & Issue Management: Proactively identify risks, develop mitigation strategies, and drive issue resolution to keep projects on track., • Executive Reporting & Communication: Deliver high-level project updates, dashboards, and presentations to senior leadership and key stakeholders, ensuring transparency and data-driven decision-making., • Cross-Functional Leadership: Lead and coordinate activities across multiple business functions, ensuring seamless integration across technology, operations, and client teams., • Operational Excellence:Establish best practices, enhance project delivery methodologies, and ensure adherence to Agile principles where applicable., • Client-Centric Solutioning: Act as a trusted advisor, working closely with clients to understand their needs and provide strategic, technology-driven solutions. What You Bring, • 5+ years of project management experience, with a strong track record of leading complex, enterprise-level initiatives., • Proven executive presence with exceptional communication skills, able to influence and drive outcomes at all levels, including C-suite executives., • Financial services expertise, ideally with experience in alternative asset management, wealth management, or institutional investing., • Salesforce knowledge preferred., • Experience in DX, portals, and portal links highly desirable., • PMP Certification preferred., • Agile & Strategic Execution: Deep experience with Agile methodologies and the ability to pivot strategies as needed., • Strong analytical and problem-solving skills, with a solution-oriented mindset., • Ability to manage competing priorities in a fast-paced, matrixed environment., • Experience leading cross-functional teams, fostering collaboration, and driving impactful results.

Job DescriptionAudit Manager/ Great Place To Work! This Jobot Job is hosted by: Jay O'Brien Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $105,000 - $145,000 per year A bit about us: We are a trusted financial services firm dedicated to helping individuals, families, and businesses build secure, confident futures. Through personalized guidance, innovative solutions, and a strong commitment to integrity, we deliver comprehensive planning and investment strategies tailored to each client’s unique goals. Our team values long-lasting relationships and takes pride in empowering people to make informed financial decisions that create stability and generational wealth. Why join us? Joining our team means becoming part of a collaborative and growth-focused culture where your success is supported at every step. We offer mentorship from experienced professionals, industry-leading tools, and a clear path for career advancement in financial services. You’ll make a meaningful impact by helping clients achieve their life goals, all while developing a rewarding and sustainable career built on trust, education, and community. Job Details Job Details: We are in search of a dynamic and results-driven Permanent Audit Manager to join our Accounting + Finance team. This is an exciting opportunity for an experienced professional to take charge of our audit department, ensuring that our financial operations and controls meet standards and are error-free. Our Audit Manager will be responsible for organizing and managing internal audits according to audit plans, presenting objective reports to top management, and recommending changes when necessary. Responsibilities: As an Audit Manager, you will: 1. Plan, organize, and manage internal audits according to the annual audit plan, including fieldwork, audit reports, and follow-up audits., 2. Evaluate the efficacy of risk management procedures that are currently in place., 3. Protect against fraud and theft of the organization's assets., 4. Ensure that the organization is complying with relevant laws and statutes., 5. Make recommendations on how to improve internal controls and governance processes., 6. Supervise and coach junior staff auditors., 7. Maintain open communication with management and the audit committee., 8. Assess ongoing processes and systems, and implement improvements., 9. Prepare timely audit reports for executive management, the audit committee, and the board of directors., 10. Keep up-to-date on audit procedures and regulations by attending conferences, workshops, and continuing education seminars., 11. Participate in industry organizations and develop a professional network. Qualifications: The ideal candidate for the Audit Manager position will have the following qualifications: 1. Bachelor's degree in Accounting, Finance, or a related field. A Master's degree is preferred., 2. Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) certification is required., 3. A minimum of 5 years of experience in auditing, with at least 2 years in a supervisory role., 4. Strong understanding of the standards of the Institute of Internal Auditors (IIA) and ability to fully comply with IIA standards., 5. Strong computer skills with knowledge in audit software and Microsoft Office Suite., 6. Excellent written and verbal communication skills., 7. Exceptional detail-oriented and analytical problem-solving skills., 8. Strong time management and organizational skills., 9. Ability to work independently and as part of a team., 10. High level of integrity and dependability with a strong sense of urgency and results-orientation., 11. Experience with a variety of industries and businesses is a plus., 12. Willingness to travel for occasional audits. This is an exceptional opportunity for an experienced Audit Manager to join a growing company and make a significant impact. If you are a dedicated, ambitious and self-driven professional who enjoys working in a fast-paced environment, this position is for you! Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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. 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Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.