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Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. 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. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

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!

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.

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.

Job Description Channel Your Competitive Edge at New York Life At New York Life, we know what it takes to win — discipline, resilience, teamwork, and the drive to keep pushing forward. These same traits that fuel athletic success also define top performers in financial services. We’re looking for motivated athletes and former athletes ready to turn their competitive spirit, leadership skills, and commitment to excellence into a rewarding career as a Financial Professional. Why Athletes Thrive at New York Life You already understand what it takes to succeed: • Teamwork & Leadership — Building trust, motivating others, and performing under pressure., • Goal Setting & Discipline — Creating a plan, staying focused, and executing with precision. Your Career Path As a Financial Professional with New York Life, you will: • Build long-term relationships rooted in trust and integrity., • Deliver tailored financial solutions — from life insurance to investments and retirement planning., • Grow your career with the strength of a Fortune 100 company behind you., • Benefit from industry-leading training, mentorship, and resources designed for your success. For those with leadership ambitions, our Accelerated Path into Management offers a fast track into coaching, development, and team leadership opportunities. What We Offer • Comprehensive training and personalized development., • A mentorship culture built on teamwork and shared success., • Competitive compensation, benefits, and incentives., • A clear career path — from producer to leader. We want professionals who bring the same mindset they used in athletics to every challenge: • Competitive, goal-oriented, and coachable., • Excellent communicators and relationship builders., • Self-driven, disciplined, and eager to grow. If you’re ready to channel your athletic mindset into a fulfilling career with unlimited growth potential, New York Life is ready to invest in you. Take the next step. Apply today and discover how your competitive edge can set you apart in financial services. Compensation: $117,000 yearly Responsibilities: • Build Client Relationships – Develop and maintain long-term relationships with individuals, families, and businesses to understand and meet their financial needs., • Financial Guidance – Provide personalized strategies in areas such as life insurance, retirement planning, investments, and wealth management., • Goal Achievement – Set and pursue measurable performance goals, applying the same discipline and drive athletes use to succeed in competition., • Networking & Prospecting – Identify and connect with potential clients through personal networks, referrals, and community engagement., • Continuous Learning – Participate in New York Life’s comprehensive training programs to stay informed about financial solutions, regulations, and best practices., • Team Collaboration – Work with mentors, managers, and colleagues to share strategies, learn new approaches, and contribute to a supportive team environment., • Leadership Development – For those pursuing management, take part in the Accelerated Path into Management program to build leadership skills and prepare to coach, develop, and lead a team of financial professionals., • Ethical Standards – Uphold the highest levels of integrity, professionalism, and client-first values in every interaction.Qualifications:, • Competitive mindset – Demonstrated success in athletics, coaching, or other performance-driven environments., • Goal-oriented – Strong ability to set, pursue, and achieve measurable objectives., • Leadership potential – Experience leading teams, mentoring peers, or demonstrating initiative on and off the field., • Resilience & discipline – Proven ability to overcome challenges, stay motivated, and adapt to changing circumstances., • Communication skills – Excellent interpersonal, presentation, and relationship-building abilities., • Team player – Strong collaboration skills with the ability to work within a supportive and mentorship-driven culture., • Forward-thinking spirit – Self-starter who thrives in building a business and managing one’s own success., • Education – Bachelor’s degree preferred, or equivalent combination of education, athletics, and leadership experience., • Commitment to ethics – Dedication to integrity, professionalism, and putting clients’ interests first.About 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 long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

As the Unique Assets Administrator I, you will execute responsibilities to deliver unique asset administration services to Private Wealth Management clients.

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 Long Island - Branch Manager / Compliance Support – Full-time on-site Series 7 and 24 Licenses required (active and clean) Firm: Joseph Gunnar & Co. Location: Uniondale, NY About Joseph Gunnar & Co. Joseph Gunnar & Co. is a leading full-service investment banking and wealth management firm dedicated to providing clients with personalized financial strategies and access to institutional-quality solutions. We are seeking a LI Branch Manager/Compliance Support professional to lead and support our retail, wealth, and investment management operations while fostering a culture of compliance, client service, and professional growth. The role dually reports to the CEO/CCO. Responsibilities: Leadership & Oversight o Provide day-to-day management of retail and capital markets, RR's, and overall branch oversight. o Ensure RR compliance with firm policies, procedures, and regulatory requirements. Operational Onboarding o Oversight of new accounts onboarding, account maintenance, asset movements, trade corrections, documentation requirements, and client remediation projects. o Collaborate with advisors, client associates, and firm leadership to ensure a unified client experience and efficient processes. o Assist with confirming that syndicate deals are appropriately allocated and that suitable clients have been sent the preliminary prospectus. Risk & Compliance o Review daily trading activity via RBC, the firm's clearing broker, from vendor exception reports, including trade blotters for various products, account setup changes, and more. o An understanding of Regulation "Best Interest", especially as it relates to the documentation to demonstrate compliance. o Lead efforts in adherence to branch exams, operational audits, and risk mitigation initiatives. o Recommend, develop, and enforce policies to maintain the highest compliance standards. Strategic Initiatives/Technology comfort o Provide RR consultations on opportunities for risk management, process improvement, and business growth, which may include new or complex products that enhance efficiency, client service, and risk control. o Speed, comfort, and efficient use of technology and multiple systems to leverage productivity in a fast-paced environment. Required qualifications: · Active and clean FINRA Series 7 and 24 licenses - REQUIRED. · 5+ years of relevant (retail and capital markets) broker-dealer financial services industry experience. · Proximity and ability to commute to Long Island for an on-site full-time position. · Familiarity with branch management, compliance, and supervisory and operational control functions. · Client service mindset with strong communication, interpersonal skills, and sound judgement. · Knowledge and experience with RBC systems, client onboarding, and exception reports reviews. Company DescriptionJoseph Gunnar & Co. is a leading full-service investment banking and wealth management firm dedicated to providing clients with personalized financial strategies and access to institutional-quality solutions. We are seeking a LI Branch Manager/Compliance Support professional to lead and support our retail, wealth, and investment management operations while fostering a culture of compliance, client service, and professional growth. The role dually reports to the CEO/CCO.Joseph Gunnar & Co. is a leading full-service investment banking and wealth management firm dedicated to providing clients with personalized financial strategies and access to institutional-quality solutions. We are seeking a LI Branch Manager/Compliance Support professional to lead and support our retail, wealth, and investment management operations while fostering a culture of compliance, client service, and professional growth. The role dually reports to the CEO/CCO.

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

Located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to its team of wealth management professionals.The intention of the Relationship Manager role is to:.Opal Wealth Advisors is exceptional.Advisory Team and Client Service Team to fulfill client needs an

Senior Client Management Associate.CAPTRUST is seeking a Senior Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing excellent client service.The candidat

Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, I

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.

Delivering Quality Products with Speed, Value, and Exceptional Customer Service - Our Commitment to Excellence At Maxima Apparel, we are in search of a Demand Planning Manager for Digital Sales, a key role essential to our operational excellence. As a prominent player in the world of sportswear and licensed apparel, we are committed to delivering top-quality products with unparalleled speed and precision. Our production platform serves as the cornerstone for some of the industry's most prestigious brands. The Demand Planning Manager we seek will be instrumental in planning, optimizing efficiency, and fostering innovation, primarily for our Pro Standard brand, which boasts a multifaceted range of product verticals. You'll love this role if... • You bring a wealth of leadership experience to the table, with a proven track record of effectively guiding and managing teams., • Your ability to think strategically and seize opportunities aligns perfectly with our goal of driving growth and innovation in a dynamic market., • Your analytical prowess and sharp problem-solving skills will be crucial in navigating the multifaceted demands of this role., • Your commitment to delivering unparalleled value to our customers resonates with our dedication to excellence. What You’ll Do… • Daily Oversight: Manage the day-to-day planning operations to meet the diverse needs of our business across various product verticals., • Cross-Functional Collaboration: Collaborate closely with design, merchandising, and sales teams to ensure timely deliverables are met., • Efficiency Enhancement: Improve existing processes to achieve maximum operational efficiency by evaluating, offering input, and implementing changes where needed., • SKU Lifecycle Management: Initiate the life of SKUs, ensuring they are associated with the correct data points., • Workload Balancing: Prioritize and allocate workloads effectively across departments and teams to ensure successful execution., • Data-Driven Allocation: Translate knowledge of size selling, geographic performance, and store-attribute performance and trends into actionable allocation plans to drive results., • Sales Analysis: Prepare detailed analyses of sales trends, sell-through rates, volume drivers, and SKU productivity, influencing business-driving recommendations., • Merchandise Log Maintenance: Maintain seasonal merch logs, noting adds, drops, and changes for specified brands., • Timeline Adherence: Ensure adherence to calendar milestones and line development for efficient planning., • System Expertise: Become proficient in Product Lifecycle Management (PLM) and provide system support as necessary., • Data Analysis: Generate and create various analyses, pulling data as needed to support decision-making., • Special Projects: Take on ad hoc projects as assigned, contributing to the overall success of the planning function. This role encompasses a range of responsibilities aimed at optimizing our planning processes and ensuring the efficient delivery of quality products to our customers. You Should Have… • Effective Leadership: Exhibit strong leadership abilities and a track record of effectively leading organizations., • Entrepreneurial Mindset: Possess an entrepreneurial mindset, with the ability to seize opportunities and drive growth for the company., • Analytical Skills: Demonstrate exceptional analytical and problem-solving skills to navigate a dynamic market effectively., • Results-Driven: Be highly results-driven and committed to delivering exceptional value to our customers and the organization. Education and Experience: • Planning Experience: 4+ years of experience in demand planning., • Software Proficiency: Be proficient in Microsoft Excel and all other Microsoft Office applications., • PLM Knowledge: Have knowledge of Product Lifecycle Management (PLM) systems., • PowerBi Familiarity: Familiarity with PowerBi for data analysis and reporting., • Organizational and Communication Skills: Possess excellent organizational and communication skills with a keen attention to detail., • Multilingual (a plus): Proficiency in English, Spanish, and Mandarin is advantageous in this role, but not mandatory. Why Choose Maxima Apparel • Competitive compensation, • Health insurance, • Flexible PTO, • And more… About Maxima Apparel Maxima Apparel Corp is a leading sportswear and licensed apparel brand collective known for its high-quality products. With a primary focus on men's and women's licensed apparel, outerwear, and headwear, we have established a strong presence in the market. Our success is built upon prestigious brands, a commitment to delivering products quickly with exceptional quality, competitive pricing, and outstanding customer service. Maxima Apparel is dedicated to being a fast and agile manufacturer and design house in the industry, serving some of the best names in the business. As we expand our portfolio of brands and licenses, we remain focused on delivering the highest standards of quality and service to our customers. Join us and be part of a dynamic team that is setting new standards in the industry.

The key aspects of the Financial Analyst Role include:. Opal Wealth Advisors Financial Analyst Role. Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals.

The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. Desired Qualifications/Skills:. Excellent math skills and the ability t

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 Are you a leader who has the following traits? • Competitive, • Business-minded, • 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 years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your career. You’ll also 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, ensures 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. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Benefits include medical, dental, vision, life, and disability, as well as a 401(k) and pension. Compensation: $60,000 - $150,000 Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial productsQualifications:, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Required to effectively network to identify potential new clients, • Relationship management skills are required, • Sales experience is a plusAbout Company New York Life is a Fortune 100 company

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 We are seeking a Financial Advisor/Investment Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: • Advise clients on investment strategies and other financial decisions, • Assess clients' assets, liabilities and overall financial conditions, • Prepare presentations that recommend various financial products, • Review and communicate portfolio performances to clients, • Previous experience in banking, financing, or other related fields, • Familiarity with investment products and services, • Ability to build rapport with clients, • Strong analytical and critical thinking skills, • Excellent written and verbal communication skillsCompany DescriptionMcDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.McDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.

Job Description At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan’s Paper. This position is located in East Hills, Long Island, New York. Financial Services Representative Responsibilities: • Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis, • Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you **, • Conduct portfolio reviews and analyses to ensure alignment with clients’ objectives and risk tolerance, making appropriate adjustments as needed, • Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information, • Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions, • Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation, • Provide ongoing client support and address inquires related to account activity, performance, and general financial matters, • Excellent interpersonal skills, • Bachelor’s degree is preferred, or experience in a similar role in the financial services industry, • Results-orientated with a track record of achieving sales and business goals, • Commission, Allowances, and Bonuses, • Approximate expected first year earnings range from $90k to $130k***, • Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match, • Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships, • State of the Art office with modern technology capabilities and teamwork culture, • Willing to obtain the Life & Accident and Health License and Series 7 & 66., • On-site Firm Weekly Series 7 training Study Group, • Flexibility to offer non-proprietary insurance through 3rd Party Relationships, • Internal localized Support from the Executive Leadership Team, • Initial 6-month Executive Training Program and personalized development thereafter #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. *The average expected first year earnings range is an approximate figure based on historical performance. 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

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 Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged us to identify candidates in these specific markets. • The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients., • Developing clients with your strong COI’s within your market to deliver top service to clients., • Work in a business model which strengthens collaborations between internal departments, teams and specialists to maximize cross selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Works collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups • Bachelor's degree with 7+ years' experience from the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating AUM exceeding 100M USD, • Must have Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products To apply for this position, please send your resume and cover letter to .

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

Job DescriptionBlue Ocean Wealth Solutions, LLC - A MassMutual Firm located in East Hills, Long Island, New York is dedicated to providing innovative financial solutions tailored to the unique needs of our clients. We believe in building lasting relationships and empowering our clients to achieve their financial goals through holistic wealth management strategies. Our team of experienced professionals is committed to delivering exceptional service and insightful advice in an ever-changing financial landscape. We are seeking a qualified Wealth Management Advisor to join our talented team at Blue Ocean Wealth Solutions a MassMutual firm. The ideal candidate will have a strong background in financial planning, investment management, insurance and client relationship management. As a Wealth Management Advisor, you will play a pivotal role in helping clients build and preserve their wealth, while collaborating with our dedicated team to deliver comprehensive financial solutions. We offer an open architecture investment platform which is designed to preserve independence, providing you with a breadth of solutions to give your clients the advice they need and deserve. By joining us, you'll have access to our services, support teams, and the resources you need to optimize your process. MML Investors Services, LLC. is the Broker Dealer. Wealth Management Advisor Responsibilities: * Build and nurture long-term client relationships by gaining a deep understanding of their financial goals, risk tolerance, and investment preferences. * Conduct comprehensive financial analyses to assess clients’ current situations and identify opportunities for growth and improvement. * Develop customized financial plans and investment strategies aligned with each client’s objectives, time horizon, and risk profile. * Recommend suitable investment solutions—including equities, fixed income, mutual funds, and alternative investments—based on thorough market research and analysis. * Continuously monitor and evaluate client portfolios, making strategic adjustments in response to market trends and evolving client needs. * Provide ongoing financial guidance and proactive wealth management advice, ensuring clients remain informed and confident in their financial decisions. * Collaborate closely with internal partners, including tax advisors, estate planners, and legal professionals, to deliver integrated and holistic financial solutions. * Contribute to the firm’s growth by helping clients achieve their financial goals through thoughtful planning and disciplined investment management. * Stay informed on market developments, economic shifts, and regulatory updates to ensure clients receive current and relevant advice. Required Skills, Qualifications and Compensation: * Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline. * MUST have a valid Series 7, Series 66 and a NY Life & Accident and Health license. CFP a plus. * Minimum of 3 years of experience in wealth management or financial services, with a strong background in developing financial plans and managing investment portfolios. * In-depth understanding of financial markets, investment vehicles, and wealth management strategies. * Proficiency with financial analysis tools, portfolio management platforms, CRM systems, and Microsoft Office Suite. Knowledge of RightCapital, MoneyGuide Pro and Wealthscape a plus. * Outstanding interpersonal skills with the ability to build lasting trust and meaningful relationships with clients. * Strong analytical and problem-solving capabilities, coupled with sound judgment and a results-driven mindset. * Excellent verbal and written communication skills, with the ability to clearly explain complex financial concepts to clients. * Commitment to integrity, ethical standards, and full compliance with regulatory requirements and industry best practices. * Competitive commission, allowances and bonuses. Also, the potential of a forgivable loan as a transition bonus with incoming book of business. * Average first year expected commission is approximately $90,000 to $150,000 depending on your performance. We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. To do Fee-Based Financial Planning or offer any type of investment and insurance products or advice you must be properly licensed and registered with MassMutual Life Investors Services, Inc. Securities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. The average expected first year earnings range is an approximate figure based on historical performance. Wealth Management Advisors are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off Role Overview Are you a goal-driven professional with a passion for financial planning and insurance sales? As an Insurance and Financial Services Representative, youll play a vital role in helping clients secure their futures through customized insurance and investment strategies. In this consultative role, youll build lasting relationships, assess client needs, and deliver solutions that align with their goalswhether thats retirement planning, wealth building, or protecting their assets. This position offers the chance to grow your career while making a meaningful difference in your community. Key Responsibilities • Develop and manage a portfolio of clients across both insurance and financial service lines, • Provide tailored recommendations for life, health, and financial products based on client goals, • Conduct financial reviews to support retirement planning, investment management, and asset protection, • Stay up to date on industry trends, product changes, and compliance requirements, • Prospect and cultivate new client relationships to drive growth and revenue, • Achieve individual and agency sales targets through consultative selling and high-quality service Qualifications • Strong communication, consultative sales, and relationship-management skills, • Self-motivated with professionalism, integrity, and a client-first mindset, • Ability to explain complex financial concepts clearly and simply, • Active insurance license (Life & Health required; Property & Casualty a plus) Why Join Us • Competitive base salary plus commission and performance bonuses, • Ongoing training, development, and mentorship in a supportive team environment, • Access to a strong book of business and high-quality leads, • A career that delivers financial rewards while helping clients achieve peace of mind

Job DescriptionFinancial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training—locally, virtually and nationally—to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us… Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

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

Opal Wealth Advisors, located in Jericho Long Island (NY) is a registered investment advisor (RIA) dedicated to helping their clients create and use wealth to accomplish their financial goals. Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professional

Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role. Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management pro

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

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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

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. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this excit

Job Description Are you passionate about teaching and making a lasting impact on children's lives? Saf-T-Swim Swim Schools is looking for enthusiastic Swim Instructors to provide high-quality swim instruction using our proven curriculum. 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! Benefits * Paid Training * Daily Pay available * Saf-T-Swim 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) Responsibilities Instruction & Student Development * Teach swimming skills in accordance with the Saf-T-Swim 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 Saf-T-Swim uniform standards as outlined in the employee handbook. Job Type * 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 Saf-T-Swim 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

We’re working on an exciting Manager of Reporting opportunity driven by a finance transformation initiative.Our client is centralizing all entity accounting at their Monmouth County–based headquarters and building a more efficient shared services model under new CFO leadership.This standalone po