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Job Description Real Estate Sales Agent | EXIT Family Realty Take Your Real Estate Career to New Heights with EXIT Family Realty! Are you ready to accelerate your career with an exciting and dynamic opportunity? Join EXIT Family Realty, where we’re redefining success in the real estate industry! As one of the fastest-growing real estate companies in the region, EXIT Family Realty is more than just a place to work – it’s a family committed to your growth. With our innovative approach and cutting-edge technology, we’ve created an environment where agents thrive, achieve record-breaking success, and never run out of leads. Why EXIT Family Realty? At EXIT Family Realty, we focus on the essentials that drive success in real estate: • Lead Generation Tools: Access state-of-the-art systems and tools that provide you with a continuous stream of high-quality leads., • Ongoing Support: Benefit from comprehensive training programs to elevate your skills at every stage of your career., • Brand Power: Leverage a strong, recognizable brand that sets you apart and attracts clients., • Innovative Technology: Streamline your paperwork, boost productivity, and enhance your lead conversion with cutting-edge tools and platforms., • Team Culture: Thrive in a supportive, collaborative environment that fosters mutual success and growth., • Financial Opportunity: Build wealth with our unique compensation plan, offering over 100% commission and residual income for retirement security. Who Are We Looking For? If you're ready to join an extraordinary team and take your career to the next level, you might be the perfect fit! Key Qualities We Value: • Ambitious Self-Motivated: You’re driven to succeed and excited about a full-time career in real estate., • People-Oriented: You love connecting with others and helping them achieve their dreams., • Team Player: You work well with others in a collaborative environment, focused on shared success., • Tech-Savvy: You embrace new tools and systems in the ever-evolving real estate landscape., • Excellent Communicator: You are skilled in networking, negotiation, and building relationships. As a Real Estate Agent at EXIT Family Realty, You Will: • Maximize Sales Opportunities: Follow up with leads promptly and effectively to close deals., • Build Strong Client Relationships: Understand client needs and provide personalized service to help them achieve their goals., • Conduct Consultations: Guide buyers and sellers through expert consultations to help them find their dream homes or sell with confidence., • Showcase Properties: Host open houses and show properties to attract potential buyers., • Manage Transactions: Oversee property transactions to ensure a smooth and seamless experience for everyone involved., • Expand Our Reach: Use your skills and expertise to attract new clients and contribute to our growth., • Stay Market Savvy: Be an expert in local market trends to better serve your clients. What You’ll Need to Succeed: • Sales Experience (Preferred, but not required), • Valid Real Estate License (Mandatory), • Exceptional Communication and Negotiation Skills, • Strong Organizational and Time Management Abilities, • Tech-Savviness: Comfort with using digital tools and platforms to streamline your workflow, • Motivated Driven: A strong desire to build your business and achieve financial success Why Now? At EXIT Family Realty, we’re not slowing down – we’re scaling fast! Exceptional opportunities await in a thriving market. Ready to take control of your future? Job Type: Full-Time Pay: $49,326.91 - $197,492.21 per year (based on performance) Benefits: Flexible Schedule Schedule: Monday to Friday, Self-Determined Schedule, Weekend Availability Supplemental Pay: Bonus Pay, Commission Pay Take the leap. Apply today and start building your future with EXIT Family Realty!

Job Description , permanent position Staff/Senior Family Office Accountant (2-3 yrs exp) - FT - Melville, NY - $80-90k Position: Staff/Senior Family Office Accountant • An accounting degree is a must, • 1-2 years of experience at a public accounting firm, • Looking for a young candidate with some experience, who can train 5 days a week, onsite in Melville, NY to start; After 3 months, it becomes 4 days onsite Senior Family Office Accountant Direct Recruit Agency is seeking a highly skilled and experienced Staff/Senior Family Office Accountant to join our team. This is a full-time, permanent position that offers a competitive salary and benefits. Position Overview Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY, and New York City are seeking an experienced Family Office Accounting Manager. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients. The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, business owners, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the Senior Family Office Accountant role is an excellent opportunity to expand hands-on experience in the wealth management industry. We believe that with the right talent and desire to grow, we can train and onboard you to succeed in your role. Responsibilities • Oversee bill pay functions, • Prepare/detail timely and accurate financial reports and analyses. Qualifications -Bachelor's degree in Accounting, Economics, or Finance. Master's preferred -CPA designation is preferred -3-5 years of related experience -Financial Industry/Family Office experience a plus • Expert in QuickBooks accounting software, • Resourceful, decisive, critical thinker, • Must be a team player, enthusiastic, and reliable Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. If you are a highly organized and detail-oriented individual with a passion for finance and wealth management, we encourage you to apply for this exciting opportunity. Join our team at Direct Recruit Agency and help us provide top-notch financial services to our high-net-worth clients.

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

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

Job Description 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. If you are searching for an excellent opportunity to grow your career as a life insurance agent, this job is for you! We are seeking a highly motivated, self-disciplined candidate interested in helping clients identify and reach their financial goals. Armed with our expansive suite of products and the support of our agents, you will guide individuals, families, and businesses through customized financial strategies. Apply today for a rewarding career in a stable, industry-leading company centered on doing what is right for its customers! Training, Development & Benefits: Our training program extends beyond the virtual and physical classroom, as our agents learn best by doing. Every office has a dedicated sales-support team, consisting of our management team and in-office sales management trainers, who work with agents step-by-step to ensure they’ve honed the necessary skills to meet their goals and effectively service their clients. We carry those values throughout all efforts across the 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 Advisors 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 • 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., • Source: Individual Third Party Ratings Reports as of 7/30/18., • 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 Our new blended training and development program is designed to work with your schedule, and in this type of role, that makes all the difference. Our multifaceted system includes: • In conjunction with in-office trainings, a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want! • Develop and employ marketing and business plans to grow your client base, • Help clients achieve their financial goals by presenting a breadth of solutions offered by our competitive suite of products and services, • Deliver responsible business planning, insurance, and retirement education via options for high-quality life insurance, fixed annuities, securities, long-term care insurance, and other related products, • Participate in and complete the New York Life training curriculum to build your professional skills and knowledge, • Ability to understand the needs and financial concerns of clients, • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter, • Promote customized ways for clients to achieve their long-term financial goals, • Cultivating relationships with a view to helping every family member or individual pursue financial security, • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients. Providing compassion and guidance to clients when unfortunate life circumstances arise, • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over timeQualifications:, • Growth mindset and sales experience strongly preferred, • Solid business expertise and knowledge a must, • Strong written and verbal communication skills are required to effectively share complex ideas, • Must possess uncompromising integrity, • Sales experience preferred – an enterprising mindset, • Strong communication skills, both written and verbal, • Desire to help others, • Strong business acumen, • Perseverance in the face of a challenge, • Ability to engage your community and leverage personal networks/contacts We’ve built a strong company, one that puts its clients first. We have confidence in our products, but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the fieldwork provide one-on-one support and guidance to every Agent they hire. About Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job Description Eastern Advisory Group is a dynamic financial services firm affiliated with National Life Group. We specialize in helping clients achieve financial security through personalized wealth-management and insurance strategies — and we’re equally passionate about helping professionals build rewarding careers in finance. Position Overview: We’re seeking a motivated Recruitment Coordinator to join our growing team. In this role, you’ll support the full recruiting process — from outreach and scheduling to onboarding — while helping identify top talent for both internship and full-time advisor opportunities. You’ll work directly with the Senior Talent Acquisition Specialist and leadership team to strengthen our candidate experience and employer brand. Compensation: $50,000 Responsibilities: • Coordinate interviews, meetings, and candidate communications throughout the hiring process., • Assist with sourcing and outreach through job boards, LinkedIn, and university platforms., • Maintain applicant tracking systems and candidate pipelines to ensure accuracy and timely updates., • Support college recruiting events, job fairs, and internship programs., • Prepare offer letters, onboarding documents, and scheduling materials., • Partner with leadership to develop pipelines., • Provide general administrative and HR support to the President as needed.Qualifications:, • Bachelor’s degree preferred (or equivalent work experience)., • 1–3 years of recruiting, HR, or administrative coordination experience., • Strong communication and organizational skills with a proactive attitude., • Comfortable working in a fast-paced, professional environment., • Proficiency in Microsoft Office, LinkedIn, and scheduling tools (e.g., Outlook, Calendly). Why Join Eastern Advisory Group: • Collaborative, supportive team culture focused on mentorship and career development., • Medical, Dental, Vision, and 401(k), • Hands-on exposure to the financial services industry and the recruiting lifecycle., • On-site training and access to professional development resources.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Candidates must be a close commute to 410 Motor Parkway 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States.

Job Description JJ Burns & Company, LLC. is an independent, boutique firm that provides a full range of wealth management services. The Client Service Associate (CSA) will join a high performance, dynamic team of advisors and professionals responsible for providing high net worth individuals with comprehensive wealth management solutions to help them achieve their financial goals. As a Client Service Associate, you will play a pivotal role in supporting our Operations and Planning teams to ensure we deliver an exceptional client experience. This dynamic position will be responsible for a wide range of administrative and client service tasks which will provide an additional layer of support and contribute to the firm's continued success. We are looking for someone with a strong attention to detail and the ability to quickly learn several platforms used to support the firm. This position has a diverse and busy schedule with room for growth. Primary Responsibilities: Client Service & Financial Planning • Utilize various platforms and applications to perform functions, such as submitting/assigning tasks & workflows, preparing account paperwork, updating client information, assisting in reporting and other service requests., • Prepare client review materials for meetings and request data from clients, such as investment/retirement statements, etc., • Process client data by scanning, renaming, and saving documents in SharePoint, • Input data for new and existing clients into our financial planning software (eMoney), • Assist advisors when needed for note taking during calls or unscheduled meetings, • Transcribe advisor dictation/voice memo and add notes/follow up actions to CRM, • Assist with scheduling and confirming meetings, • Help prepare client quarterly statements Operations & Support • Collaboratively work with other team members to ensure continuity across the departments, • Support the management team with various projects during downtime, • Coordinate office lunch orders, • Supervision of office supplies as needed Core Strengths: • Proven ability and desire to learn new things quickly, • Excellent time-management skills, including the ability to prioritize workload and meet deadlines, • Exceptional interpersonal and active listening skills, • Strong attention to detail and accuracy, good written and verbal communication skills, • Proactive and reliable work ethic, • Ability to work well both independently and collaboratively, • Knowledge of Microsoft Office required Qualifications: • Undergraduate degree in Finance, Business, or related field is required Benefits: • Competitive salary and performance-based bonuses., • Professional development opportunities to support career growth., • Positive work environment. About Our Culture: Our mission is to build authentic relationships with our clients, as well as our team. Joining our team means joining a supportive and collaborative work environment where your contributions are valued. Please visit our website to learn more about who we are and our values. Salary Range: $50,000 - $60,000 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, and skill level required for the position.

Job Description: This is a detailed description of the job role.It includes responsibilities, required skills, and qualifications.The goal is to provide a comprehensive overview of what the position entails.Required Skills and Qualifications:.Application Process: Instructions on how to apply for the

Financial Services and Asset Wealth Management client experience within SALT. Tax Director - Financial Services State and Local Tax (SALT) role at EisnerAmper. Building a Financial Services State and Local Tax group.

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. CPA, Member of the Bar or other ta

Job Description Eastern Advisory Group is a leading wealth management and financial advisory firm dedicated to helping clients achieve long-term success through personalized financial guidance. We are seeking a Registered Support Person to join our collaborative team of advisors. This role is ideal for someone who values teamwork, client service, and operational excellence — and who prefers to support a group of advisors rather than focus on personal production. Compensation: $75,000 - $85,000 yearly Responsibilities: Responsibilities • Support advisors in preparing for client meetings, including reports, presentations, and documentation., • Assist with account opening, maintenance, and service requests., • Execute and process client transactions in accordance with compliance standards., • Respond to client inquiries in a timely and professional manner., • Coordinate with custodians, investment platforms, and internal operations to ensure efficient workflow., • Maintain accurate client records and follow firm and industry compliance guidelines., • Participate in team meetings and contribute to process improvement initiatives. Qualifications: Qualifications • Active FINRA licenses required: Series 7 and 66 (or equivalent)., • Active NYS Life, Accident & Health license, • 2+ years of experience in financial services, preferably supporting financial advisors., • Strong organizational and multitasking skills with exceptional attention to detail., • Excellent communication and interpersonal abilities., • Proficiency with CRM systems and financial planning or investment software., • A client-first mindset with a collaborative, team-oriented attitude. About Company • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Candidates must be a close commute to 410 Motor Parkway 2nd Floor, Hauppauge, NY, 11788. We can only consider applicants authorized to work in the United States.

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

Job DescriptionOur 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 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: $75,000 - $100,000 yearly Responsibilities: • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds, • As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures Qualifications: • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Required to effectively network to identify potential new clients, • Highly self-motivated and self-disciplined with the ability to work effectively and independently, • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others, • Fearless, positive attitude, and willingness to be accountable for results, • Organized, detail-oriented, and excellent time-management skills, • The desire for continuous learning, • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise mannerAbout Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job Description Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations. Focus on cultivating client relationships, assisting them in defining and attaining their financial goals. Benefit from continual support and contribute to a collaborative team environment. This opportunity is perfect for those eager to enhance their knowledge in Investment and Financial Planning. Full-time position with comprehensive training provided, regardless of previous experience. Competitive salary: $116,000 annually + extensive benefits package. Compensation: $116,000 yearly Responsibilities: • Provide clients with financial guidance and education to create custom retirement plans and investment strategies, • Analyze clients' financial situations and provide advice on risk management strategies, • Keep up to date with relevant financial regulations and news, and communicate changes to clients, • Identify opportunities to increase clients' financial performance and profitability, • Find and obtain clients to build a financial services practice, • We work with business owners, individuals, and families Qualifications: • US Work Authorization, • Excellent people skills and communication skills, • Some experience in a sales or financial services-related position is preferred, • Proficient in the use of Microsoft Office and other financial systems, • Competitive, • College Degree, • Life and health, SIE, Series 6 or 7 preferred but not required, • Coachable, • Previous Management skills are a plus, • Sales skills are a plusAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $100,000 at plan yearly Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth managementQualifications:, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

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

Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & fre

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax oblig

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax oblig

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations

Job Description Are you passionate about teaching and making a lasting impact on children's lives? SafeSplash Swim Schools is looking for enthusiastic Swim Instructors to provide high-quality swim instruction using our proven curriculum. Benefits * Paid Training * Daily Pay available * SafeSplash® Brands Curriculum Certification * Competitive pay * Flexible scheduling * Free swim lessons for immediate family members * Career growth opportunities * Health Benefits (30+ hours per week) * Paid time off (30+ hours per week) * Wealth Benefits (30+ hours per week) Our Swim Instructors play a crucial role in ensuring a fun, positive, and safe learning environment for students of all ages. If you enjoy working with children and are committed to water safety, this is the perfect opportunity for you! Responsibilities Instruction & Student Development * Teach swimming skills in accordance with the SafeSplash Swim School curriculum in a fun * and engaging manner. * Provide continuous, positive, and constructive feedback to students and parents on * progress and achievements. * Structure class time effectively to maximize learning through repetition, reinforcement, and * the introduction of new skills. * Track and document students’ skill progression daily to ensure consistent improvement and * proper class placement. * Conduct monthly "Splash n’ Tell" sessions to provide individualized feedback to parents. Safety & Class Management * Ensure swimmer safety at all times by following safety requirements laid out in the * curriculum, maintain constant supervision and enforce safety guidelines. * Maintain class structure and organization, ensuring smooth transitions and efficient use of * lesson time. * Report any safety concerns or incidents to management immediately. Operational Excellence * Maintain proper use and organization of equipment to ensure timely class start and end * times. * Communicate class updates, student progress, and any changes to management to keep * class records accurate. * Adhere to SafeSplash uniform standards as outlined in the employee handbook. Job Type * Part-time / Full-time * Weekdays, weeknights, and weekends required * 10+ hours per week (seasonality may impact availability) * Work Location: On-site * Reports to the General Manager or Assistant General Manager. Requirements * CPR/AED and First Aid for Adult, Child, and Infant Certification or (must be obtained within * the first 90 days of employment; training available) * Completion of SafeSplash curriculum training within the first 30 days of employment * Ability to lift, push, and pull up to 50 pounds * Comfortable working in and around water for extended periods * Comfortable working with children for extended periods * Prior swim experience is preferred

BSM Analyst (Balance Sheet Management). The ideal candidate will bring strong financial modeling, analytical, and reporting skills, along with a solid understanding of treasury and balance sheet management principles. Prepare management information and reporting materials for leadership and regulato

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

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

Management of day-to-day client relationships, developing new and expanding existing client relationships. Highly numerate and analytical while having excellent client relationship management and communication skills. Excellent interpersonal skills and ability to present effectively to senior manage

Citi Wealth - Wealth Relationship Manager Safe Act - Hewlett.

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Portfolio constru

Analyst SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function.Integrates subject matter and industry expertise within a defined area.Requires in-depth

Excellent time management skills.

Wealth Relationship Manager Safe Act - Plainview.

Morgan Stanley Wealth Management (WM) provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. Engagement and Adoptio

As a Sales Associate in our Wealth Management division, you will support Account Executives in delivering exceptional service to clients. This is an exciting opportunity to be part of a high-performing, dynamic team, where you’ll contribute to the growth of our wealth management business and d

Support and collaborate with the executive management team and other senior leadership. Strong organizational, time-management, and leadership skills.

You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Strong relationship management,

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

Serving as the day-to-day point person on real estate engagements, leading meetings and calls with clients and target management.

For more details, please connect with Syed Sabi Ali at +1 609-778-3038 or email him at syeda@vgroupinc.

To support Asset Management team with day-to-day risk management activities for the Portfolio. To support the Asset Management team which protects the value of the collateral for CPC serviced, multi-family loan portfolio ("Portfolio"). Support Asset Management through spreading borrower financial in

Outstanding communication skills, proven ability to effectively work with all levels of Management. Brief firms insitutional clientele and management team on any irregualarities with respect to investment strategy and deal continuity. Investor Relations (Private Credit/Direct Lending or similar/Inve

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. Wealth Management Platforms Program Manager. This role requires collaboration across multi-disciplinary teams with a key focus o

Ideal candidate must possess superior communication skills as this role will interact closely with several member of Management Team including but not limited to Investor Services, Marketing, Communications, Client Services, Product Development and Investment Management. Brief firms insitutional cli

Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients. Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clien

Utilize contact management systems to capture information, schedule follow up activities and manage pipeline.

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As an Investment Consultant (IC) at Schwab, you have t

Achieve targeted segment's Deposit, Credit and Treasury Management targets through proactive portfolio management in collaboration with Relationship Managers. Have a strong proficiency in credit and treasury management solutions. Business Banking/Commercial credit & treasury management experience.

As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. Our team helps our Financial Services clients na

You have proven account & client management experience: +4 years in sales, fundraising, account management, or customer success with a track record of managing multiple accounts, meeting KPIs and achieving measurable results. You have project management & organizational skills: experienced leading c