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We’re seeking a future team member for the role of Vice President, Fiduciary to join our Wealth Management team. This role is located in New York, NY. In this role, you’ll make an impact in the following ways: • Administer and advise the Wealth Management team on the interpretation of key trust provisions, fiduciary duties, and trustee responsibilities., • Manage and grow existing client relationships with a strong focus on risk management, while meeting with clients, co-trustees, beneficiaries, and outside advisors., • Interpret governing trust documents, identify and escalate fiduciary and compliance risks, and ensure adherence to the highest fiduciary standards., • Support fiduciary administration across client relationships, including discretionary and non-discretionary approvals, account maintenance, proxy and statement reporting, and related system updates., • Independently pursue new business opportunities and client prospects, generating revenue through self-sourced assets, referrals, and future fee growth., • Support complex accounts, estate settlements, and charitable accounts as needed, while assisting more senior team members on more complex matters., • Provide guidance, mentoring, and support to less experienced team members and the Lead Analyst as needed. To be successful in this role, we’re seeking the following: • Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred., • 6+ years of experience in fiduciary administration, including fiduciary taxation, and managing large client relationships., • Strong knowledge of fiduciary practices, policies, procedures, estate settlements, probate administration, and charitable account administration, as applicable., • Excellent interpersonal, written, verbal, and presentation skills with the ability to work directly with clients, prospects, and legal, tax, and insurance advisors., • Self-motivated, consultative, and able to balance business development, client service, risk management, and compliance responsibilities., • JD, CTFA or CFP strongly preferred; additional professional designations are a plus., • No direct reports; provides guidance and mentorship as needed. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: New York City, Saddle Brook, NJ, or Stamford, CT Work-Life Balance: Flexible schedule to maximize productivity and personal time Education: Bachelor's degree (Preferred not required) or equivalent skills and work experience Licensing: Ability to obtain State Life & Health, SIE, Series 7, Series 66 with the help of our training programs Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay of $34,500 annually for eligible financial professionals, empowering you to establish your career in wealth management (After completing PEP training) Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture: Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) \nCompany Description Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies. Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.

Job Description Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced Insurance Operations Manager to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth. The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results. Key Responsibilities Insurance Operations & Underwriting • Oversee underwriting, case design, placement, and policy implementation processes, • Develop and enhance workflows to ensure an efficient, compliant client experience, • Collaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomes, • Act as a resource for complex cases and product recommendations Illustration & Case Design • Oversee the preparation and review of insurance and annuity illustrations, • Ensure accuracy and effectiveness of client-facing proposals and advisor presentations, • Support advisors with product comparisons and case strategy Team Leadership • Recruit, develop, and manage a growing insurance operations team, • Establish best practices and drive operational excellence, • Mentor staff and create opportunities for ongoing professional development Advisor Support • Serve as the internal subject matter expert on life insurance, long-term care, and annuity products, • Partner with financial advisors to identify appropriate solutions for clients, • Assist with case design, underwriting strategies, and implementation Business Development • Help expand the firm's insurance business and identify growth opportunities, • Build and maintain strong relationships with carriers, wholesalers, and industry partners, • Support strategic initiatives aimed at enhancing the firm's overall client offering Qualifications • Minimum of 8 years of experience in life insurance, long-term care insurance, and annuities, • Experience within an RIA, wealth management, financial planning, broker-dealer, or insurance environment strongly preferred, • Bachelor's degree required; advanced designations such as CLU, ChFC, or CFP are highly valued or a L& H License, • Strong knowledge of underwriting, placement, case management, and illustration production, • Understanding of insurance regulations, compliance, and industry best practices, • Proven leadership and team development experience

Job Description Financial Advisor | Educator-Focused Practice Location: Elmsford, NY (In Person) Initial Compensation: $70,000–$85,000 per year, plus commissions Job Type: Full-Time About Us We are a collaborative office of Financial Advisors dedicated to serving public school teachers throughout Westchester County, NY. Our mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals. This role is ideal for a relationship-driven advisor who desires to join a growing practice and values education, integrity, and long-term impact over transactional sales. You will work directly with school districts and within school buildings, with the goal of building long-term relationships. This position begins with financing, and a salary that lasts for one to three years, alongside commissions, and a clear pathway to building and acquiring your own book of business What You’ll Do • Develop comprehensive, personalized financial plans including retirement planning, investment management, tax strategies, and estate considerations, • Build and maintain long-term relationships with individual clients, school districts, and employers through trust, education, and accountability, • Conduct detailed financial analyses to evaluate clients’ current situations and identify opportunities for improvement, • Manage and monitor client portfolios, providing ongoing recommendations aligned with market conditions and client risk tolerance, • Educate clients on financial strategies and products in a clear, ethical, and transparent manner, • Utilize CRM and financial planning software to document client interactions and track progress, • Stay current on securities laws, regulations, and compliance requirements, • Research market trends and emerging financial products to enhance client outcomes Qualifications • Bachelor’s degree required, • Active Series 6 or Series 7 FINRA license (required), • Series 63, 65, or 66 (preferred), • NY Life & Health Insurance License (preferred), • Experience in financial planning, wealth management, or a related field, • Strong understanding of retirement planning, portfolio management, and investment strategies, • Exceptional communication and relationship-building skills, • Ethical, client-first mindset with high standards of honesty and professionalism, • Ability to work independently while contributing to a team-oriented environment Benefits • 401(k) with matching, • Health and dental insurance, • Paid time off, • Retirement plan, • Financial planning services Work Location: In person (Elmsford, NY 10523 – commute required)

Job Description We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities • Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm., • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations., • Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more., • Complete the account opening process for new business obtained, • Move money from accounts per industry and federal regulations, • Perform market research to stay current with financial trends, • Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more., • Maintain compliance with all rules and regulations in the financial industry, • Identify and pursue new business opportunities through existing client base, networking and referrals Requirements • Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7., • Proven experience in financial sales., • Ability to independently close business., • Strong understanding of wealth management principles and investment strategies., • Excellent math skills with the ability to analyze complex financial data., • Exceptional sales skills with a focus on customer relationship management., • Ability to communicate complex financial concepts clearly and effectively to clients., • Strong organizational skills with attention to detail in managing client portfolios., • Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Job Description We pride ourselves on providing high-touch, hyper-personalized client service—and that starts with caring deeply for our team. We offer a close-knit, supportive work environment where your work is valued, your voice is heard, and you aren't just another employee in a corporate cubicle. Because our practice is growing, we are looking for a dedicated Financial Advisor Assistant to join our close-knit team. Why You’ll Love Working Here Reclaim Your Time: Work locally in Lynbrook. Say goodbye to the daily LIRR commute, subway delays, and high-stress Manhattan office cultures. Autonomy Without Micromanagement: Step into an environment where your expertise is trusted. You will have full ownership of your daily responsibilities and the freedom to manage your workflow independently. Small Team, Huge Impact: Be an integral part of a small, supportive team where your voice matters and your hard work is noticed every single day. Who You Are (The Right Mindset) You are a self-driven financial industry professional who thrives on order, accuracy, and helping clients. You don't just "do paperwork"—you understand why financial protocols matter and take personal pride in getting things done right the first time (zero NIGO errors). You are proactive: You anticipate advisor needs before client meetings rather than waiting for instructions. You are meticulous: You know that in financial services, a single missed checkbox or outdated note matters. Your note-taking and file organization are flawless. You are a great communicator: You enjoy picking up the phone, building warm rapport with clients, and making them feel cared for during major life transitions. Key Responsibilities Primary Client Liaison: Handle incoming service calls with professionalism, empathy, and clarity regarding financial planning, investment accounts, and insurance products. Account Onboarding & Processing: Draft, review, execute, and track all client onboarding documentation, account setups, transfers, and distribution requests. Adviser Appointment Prep: Prepare comprehensive meeting folders, portfolio summaries, illustrations, and preliminary review materials prior to client consultations. Operational Execution: Process general account maintenance, including beneficiary updates, address changes, rollouts, and quote requests. CRM & Record Keeping: Maintain meticulous, compliant notes in client records and actively follow up on open operational items. Qualifications & Requirements Industry Experience: Minimum 2+ years of direct administrative experience within a financial advisory, wealth management, or financial planning firm (Required). Industry Familiarity: Prior hands-on experience with custodian account openings, financial paperwork, and advisor protocols. Tech Savvy: High proficiency in the Microsoft Office Suite (Word, Excel, Outlook) and financial CRM platforms. Soft Skills: Outstanding phone presence, active listening, structured note-taking habits, and high emotional intelligence. Work Style: Ability to work independently, prioritize multi-step tasks, and maintain rigorous attention to detail. If you meet the 2-year financial industry requirement and are seeking a supportive, long-term career opportunity in South Shore Nassau County, Please hit the Apply Now! \nCompany Description This firm is an independent financial advisory practice based in South Shore Nassau County with over 30 years of history in the community. This firm is an independent financial advisory practice based in South Shore Nassau County with over 30 years of history in the community.

Job Description Financial Advisor Company: Eagle Strategies LLC | New York Life Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. We’re seeking entrepreneurial minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial decisions through every stage of life. You’ll have access to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy. About Eagle Strategies Eagle Strategies is a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help clients meet their unique financial goals. With more than 180 years of experience, we have a long history of doing what is best for our clients. Eagle Strategies IARs are also Agents of New York Life and Registered Representatives of NYLIFE Securities LLC. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change What You’ll Do As an Eagle Strategies IAR, you’ll help clients make informed financial decisions across every aspect of their financial lives. Your planning process centers around seven core planning pillars: · Cash Flow & Wealth Management · Retirement Planning · Tax-Efficient Planning Strategies · Estate & Legacy Planning · Investment Strategy & Portfolio Management · Risk Management & Asset Protection · Business Planning & Succession Strategies You’ll work closely with clients to: · Develop comprehensive financial plans tailored to each client’s goals and values. · Create coordinated strategies that integrate investments, taxes, insurance, retirement, and estate considerations. · Guide clients through life’s major financial decisions with proactive advice and ongoing planning. · Build and maintain long-term relationships based on trust, education, and accountability. · Collaborate with specialists to provide sophisticated planning solutions when appropriate. · Stay current on market trends, tax law changes, and financial planning strategies to continually deliver exceptional advice. Why Eagle Strategies Unlike many traditional firms, Eagle Strategies provides advisors with the flexibility to build the practice they envision. Fee-Based Planning Offer comprehensive advice through a fee-based advisory model designed to align your success with your clients’ long-term outcomes. Expansive Platform Access a broad universe of investment managers, planning tools, and financial solutions without being limited to proprietary products or captive offerings. Entrepreneurial Freedom For advisors who desire greater flexibility, Eagle Strategies offers the opportunity to establish your own DBA (Doing Business As) and operate your practice under your own brand while leveraging our robust platform, technology, compliance, and operational support. Comprehensive Support You’ll receive: · Practice management coaching · Training and licensing support · Professional development opportunities · Marketing and business development resources · Advanced financial planning technology · Investment research and portfolio resources · Ongoing education and professional development · Collaborative support from experienced specialists Qualifications We’re looking for IARs who are passionate about helping clients improve their financial lives. Required qualifications include: · FINRA Series 7 and Series 66 (or Series 63 & 65), · Life & Health Insurance Licenses · Strong interpersonal and relationship-building skills · Analytical mindset with the ability to simplify complex financial concepts · Self-motivated with excellent communication and organizational skills Compensation All IARs affiliated with Eagle Strategies must also be contracted as agents with New York Life. Agents who are also IARs may earn income from both commission-based products and fees generated through managed accounts and financial planning services. 1, 2 Benefits We offer a suite of benefits to those agents who qualify.3 · Medical, Dental & Vision Insurance · 401(k) · Pension Plan4 · Life Insurance and Long-Term Disability Insurance Our Philosophy Our advisors don’t simply manage investments—they help clients make better financial decisions. By integrating planning across cash flow, taxes, retirement, estate, investments, risk management, and business planning, we empower clients to build financial confidence and long-term success. If you’re looking to build a planning-first practice flexibility how you develop your practice and the strength of an established platform, we’d love to meet you. 1For more information about the commission-based income and benefits for agents, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits 2Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Agents operating under an Introductory (PTAS) Contract are not eligible for benefits. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. 4Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. New York Life Insurance Company is an Equal Opportunity Employer – M/F/Disability/Veteran/Sexual Orientation/Gender Identity. SMRU#9086745 exp 8.25.29 \nCompany Description https://www.eaglestrategies.com/ https://www.eaglestrategies.com/

Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: New York City, Stamford, CT, Saddle Brook, NJ, Or Melvillve, NY Work-Life Balance: Flexible schedule to maximize productivity and personal time Education: Bachelor's degree or equivalent skills and work experience (Preferred not required) Licensing: Ability to obtain State Life & Health, SIE, Series 7, Series 66 with the help of our training programs Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development: Coachability and willingness to learn FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture: Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) \nCompany Description Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies. Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.

Job Description Financial Professional Build a career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company. What You’ll Do • Develop your own client base through networking, referrals, and community involvement, • Build relationships and guide clients through key financial decisions (retirement, protection, education planning), • Offer tailored solutions across insurance and financial products, • Grow your knowledge and skills through ongoing training and real-world experience What Sets This Role Apart • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses., • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials., • Financial Support: Training subsidy available for eligible candidates during early stages, • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content., • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals., • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services2. What We Look For • Self-motivated individuals who take initiative, • Strong communicators who enjoy building relationships, • Coachable and open to feedback, • Interested in long-term learning and growth, not just a short-term role Compensation & Benefits • You have the power to determine your own income with our commission-based compensation3, • In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,5554. Individual agent performance will determine your income., • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension5 For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits Take the Next Step If you’re looking for a career where your work has real impact—and your growth is in your hands—supported by a company with a long history and a strong future, let’s start a conversation. 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 180+ 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 our clients. We’re proud to be recognized by the following organizations6: • Fortune (2026): World’s Most Admired Companies, • Handshake (2026): Early Talent Award, • Seramount (2025): 100 Best Companies for Workplace Programs The results we’ve delivered for our clients7 include: • 5 million policyowners protected, • $1 billion in lifetime annuity income paid, • $7.8 billion in living benefits awarded (dividends not guaranteed), • $1.2 trillion in life insurance protection in force8, • #1 largest mutual insurer in the U.S.9 *The terms “agent” and “financial professional” are used interchangeably and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you in a lump sum at the end of your PTAS contract period. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 4. Based on 2024 company data for 8,136 agents operating under our N9 and N8 Agents Contracts, without persistency bonus, who were active as of December 31, 2024. N9 contracts were issued to new financial professionals from April 2004 through February 2026. N8 contracts were issued to new financial professionals prior to April 2004. N10 is the current contract for new financial professionals beginning March 2026. Contracts determine your compensation and benefits. New York Life reserves the right to amend agent contracts, in whole or in part, at any time. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Not all debits are included in the average income figures above. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period., 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Eligibility requirements and plan provisions vary by contract type and production levels. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The Company reserves the right to amend or terminate the benefit plans described herein at any time and for any reason., 6. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition., 7. Figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries including New York Life Insurance and Annuity Corporation (NYLIAC) for the 12 months ending December 31, 2025., 8. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,264.5 billion at December 31, 2025 (including $193.7 billion for NYLIAC). Dividends are payments made to eligible policy owners from divisible surplus. Divisible surplus is the portion of the company’s total surplus that is available, following each year’s operations, for distribution in the form of dividends. Dividends are not guaranteed. Intercompany transactions have been eliminated in consolidation., 9. Based on revenue as reported by Fortune magazine June/July 2025 (New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity) New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply SMRU 8914120 (Exp.04/30/2027) \nCompany Description https://www.eaglestrategies.com/ https://www.eaglestrategies.com/

Job DescriptionWe are looking for a client-centered Financial Advisor to join a wealth management team in Parsippany, New Jersey. In this role, you will help individuals and families make informed financial decisions by contributing to personalized planning, investment guidance, and responsive ongoing service. This position offers the opportunity to partner with senior advisors while also managing select client relationships independently. Responsibilities: • Contribute to client appointments by helping guide discussions, documenting next steps, and ensuring timely follow-up on agreed actions., • Support the creation of tailored financial plans by gathering relevant information, organizing recommendations, and assisting senior team members with plan development., • Evaluate each client’s financial priorities, concerns, and long-term objectives to help shape practical wealth strategies., • Work alongside outside professionals such as accountants and attorneys to align financial recommendations with broader client needs., • Oversee pre-meeting and post-meeting communication, keeping clients informed and maintaining momentum on deliverables., • Use planning tools and related software to input financial data, prepare analyses, and produce client-ready reports., • Act as the lead advisor for less complex relationships, delivering thoughtful guidance and dependable service., • Develop investment proposals by reviewing asset allocation options and preparing supporting portfolio guidance documents., • Provide additional coverage for client questions related to advisory matters and investment decisions when other advisors are unavailable., • Assist with written client outreach, including market commentary, educational updates, and other timely communications.• CFP designation is required., • Active Series 7 license is required., • Series 66, Series 65, and/or Series 63 licensing is strongly preferred., • Bachelor’s degree in finance, accounting, economics, business, or a closely related discipline., • Prior experience in wealth management, financial planning, investment advisory, or a similar financial services setting., • Solid knowledge of planning principles, portfolio construction, and long-term wealth preservation strategies., • Understanding of regulatory expectations, compliance standards, and detail-oriented practices within the advisory industry., • Strong communication, analytical, organizational, and relationship-building skills with a high standard of confidentiality.

Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: New York City, Saddle Brook, NJ, or Stamford, CT Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience: Coachability and wilingness to learn Education: Bachelor's degree or equivalent skills and work experience (Preferred not required) Licensing: Ability to obtain State Life & Health, SIE, Series 7, Series 66 with the help of our training programs (This takes 3-6 months) Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture: Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) \nCompany Description Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies. Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.

Job Description Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — is seeking an enthusiastic, dedicated, and mission-aligned Activity Specialist to support programming at our community centers. The Activity Specialist will bring a strong passion for Harlem Children’s Zone’s mission: to break the cycle of intergenerational poverty through comprehensive, community-based programming that creates opportunities for children, families, and residents to thrive in school, work, and life. We are looking for dynamic, part-time Activity Specialists across a variety of disciplines to design and lead engaging programs for children, youth, and community members during after-school and evening hours. Our community members bring a wealth of creativity, energy, and lived experience, and Harlem Children’s Zone provides a supportive environment and resources to help them grow, connect, and succeed. As an Activity Specialist, you will develop and facilitate engaging lesson plans, group activities, and creative experiences aligned with your area of expertise. You will foster a welcoming and inclusive environment that encourages participation from children, families, and local residents. In addition, you will promote the development of essential life skills such as communication, teamwork, critical thinking, and positive decision-making. For more information, check out Want to Work at Harlem Children’s Zone? Here’s 7 Things You Need to Know. Requirements Requirements • Must have at least 2 years of teaching experience Who you are · A commitment to HCZ's mission and the communities we serve · Experience working with students, families, and/or community members · Flexibility, creativity, and enthusiasm for community programming · Excellent planning, organization, communication, and time management skills · Ability to provide consistent and positive instruction as well as receive constructive criticism · Ability to work a flexible schedule, available days and evenings · Energetic, motivated self-starter and a team player · Must be able to work independently as well as collaboratively on projects with staff and students and full curriculum What you'll do · Plan and facilitate engaging lessons, activities, and units · Work with program participants to develop their artistic, educational, and/or leadership potential · Coordinate subject-related trips, guest speakers, and other special events · Attend weekly staff meetings · Share insights discovered with team members on a regular basis · Act as a role model · Perform other duties as assigned by management Schedule · On-Site (Monday-Thursday) 5PM – 9PM and Saturdays from 10AM - 3PM · During our Summer Camp Program, the Activity Specialists’ schedule will shift to Monday-Thursday from 1PM – 6PM. Benefits Requirements • Must have at least 2 years of teaching experience Who you are · A commitment to HCZ's mission and the communities we serve · Experience working with students, families, and/or community members · Flexibility, creativity, and enthusiasm for community programming · Excellent planning, organization, communication, and time management skills · Ability to provide consistent and positive instruction as well as receive constructive criticism · Ability to work a flexible schedule, available days and evenings · Energetic, motivated self-starter and a team player · Must be able to work independently as well as collaboratively on projects with staff and students and full curriculum What you'll do · Plan and facilitate engaging lessons, activities, and units · Work with program participants to develop their artistic, educational, and/or leadership potential · Coordinate subject-related trips, guest speakers, and other special events · Attend weekly staff meetings · Share insights discovered with team members on a regular basis · Act as a role model · Perform other duties as assigned by management Schedule · On-Site (Monday-Thursday) 5PM – 9PM and Saturdays from 10AM - 3PM · During our Summer Camp Program, the Activity Specialists’ schedule will shift to Monday-Thursday from 1PM – 6PM.

About Us \n Dealer Owned Warranty Company LLC is a leading provider of F&I (Finance and Insurance) partnership services in the automotive industry, offering a full suite of obligor and administrator services, top-of-the-line products, technology, and training. We understand the importance of leveraging process and technology in the F&I industry to drive revenue and ensure success. Our goal is to provide visibility, transparency, and the tools needed for our partners to build their wealth and achieve their goals. \n \n About AiAuto: \n We are challenging the traditional car-buying experience. Gone are the days of consumers spending hours at a dealership, navigating unclear pricing and high-pressure sales tactics. The days of F&I managers who miss family dinners and are unable to attend their children’s games on the weekends are a thing of the past with remote F&I. Instead, we have created an innovative SaaS platform that brings the dealership experience to consumers fingertips wherever they may be. At AiAuto, we are not just another automotive software vendor. We are a group of passionate individuals with decades of automotive and technology experience who have come together with a singular vision: transform how people buy cars. We invite you to experience a new way of engaging with consumers. A way that respects their time, values transparency, and puts them in the driver’s seat of the buying process. We are not just helping dealers sell more cars and F&I products. We are championing a movement to make car buying what it should be: simple, transparent, and enjoyable. Welcome to the future of car buying. Welcome to AiAuto. \n \n Job Summary \n The Senior Data Engineer leads the design, development, and maintenance of scalable and secure data architecture, pipelines, and systems to support the company’s data-driven initiatives. This role not only ensures the integrity, performance, and delivery of data solutions but also guides the broader data engineering team, mentors junior engineers, and drives innovation and best practices. The Senior Data Engineer collaborates cross-functionally to align data solutions with strategic business goals and plays a critical role in shaping the company’s data infrastructure roadmap. \n \n Duties/Responsibilities: \n Data Architecture, Pipeline Development, and Automation \n\n • Design and build robust, scalable, and efficient ETL pipelines that support complex data workflows and meet evolving business needs.\n, • Lead the automation of data ingestion from diverse sources (databases, APIs, cloud services) and ensure system reliability and failover readiness.\n, • Oversee the optimization of data storage, processing, and retrieval for performance, cost-efficiency, and scalability.\n\n Process Improvement and Technical Leadership \n\n • Identify, evaluate, and implement improvements to legacy systems, ensuring alignment with current and future business demands.\n, • Research, recommend, and introduce advanced tools, frameworks, and technologies to enhance the data platform.\n, • Provide technical leadership to the data engineering team, including mentoring, code reviews, and enforcing engineering best practices.\n\n Data Governance, Integrity, and Quality \n\n • Ensure end-to-end data quality and integrity by establishing and enforcing robust validation, monitoring, and testing protocols.\n, • Collaborate with cross-functional stakeholders to translate business requirements into well-defined data models and transformations.\n, • Proactively identify and resolve data inconsistencies, gaps, and errors across systems.\n\n Cross-functional Collaboration \n\n • Partner closely with data analysts, data scientists, product managers, and business leaders to deliver data products that enable analytics, reporting, and advanced modeling.\n, • Work with DevOps, software engineering, and IT teams to ensure seamless integration of data systems with enterprise platforms.\n, • Drive the creation of self-service data tools, dashboards, and reporting solutions that empower business teams.\n\n Documentation, Knowledge Sharing, and Strategy \n\n • Develop and maintain comprehensive documentation for data models, pipelines, processes, and system architecture.\n, • Share knowledge and lead training efforts to upskill the team and promote a data-driven culture.\n, • Contribute to the long-term data strategy, including architecture roadmaps, data governance policies, and compliance initiatives.\n\n Other Responsibilities \n\n • Perform any other duties assigned by the discretion of management.\n\n \n Required Skills & Experience: \n\n • Minimum of 7-10+ years of data engineering experience is required.\n, • Bachelor's Degree in Data Engineering, Computer Science, Data Analytics or related field is required. Master's Degree preferred.\n, • Must live in commutable distance to Parsippany, NJ. We are not considering out of state candidates at this time.\n, • Must have excellent communication skills both written and verbal in English. Must be able to present data to leadership and collaborate with team members.\n, • Strong technical coding capabilities.\n, • Advanced proficiency with SQL, Python, and ETL development are required.\n, • Python proficiency is required. Must be seen on resume.\n, • Strong experience with data modeling, data warehousing, and database technologies (e.g. PostgreSQL, Snowflake, Redshift).\n, • Experience with cloud data platforms (AWS or Azure) and cloud-native data engineering tools.\n, • Solid understanding of data architecture patterns (batch, streaming, event-driven) and best practices.\n, • Proven ability to optimize data workflows, troubleshoot complex issues, and ensure high system performance.\n, • Strong project management capabilities and ability to work independently.\n, • Excellent communication skills, with the ability to explain complex technical concepts to non-technical stakeholders.\n, • Must be able to pass a technical coding assessment.\n\n \n Physical Requirements \n\n • Prolonged periods of sitting at a desk and working on a computer\n, • Must be able to lift up to 15 pounds\n\n \n Come join our growing team here in Parsippany! As NJ's Best Places to Work Honoree for four years in a row, we offer: \n\n • Competitive compensation\n, • PTO and Sick Time\n, • Medical, Dental, Vision, 401k matching, Life Insurance, Ancillary Benefits\n, • Full-service cafeteria on-site serving breakfast & lunch from an exclusive private chef.\n, • Corporate events, team and culture building activities, employee awards and recognition, company trips and more!\n\n \n DOWC (and its affiliated brands) is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact us for assistance.

About Us \n Dealer Owned Warranty Company LLC is a leading provider of F&I (Finance and Insurance) partnership services in the automotive industry, offering a full suite of obligor and administrator services, top-of-the-line products, technology, and training. We understand the importance of leveraging process and technology in the F&I industry to drive revenue and ensure success. Our goal is to provide visibility, transparency, and the tools needed for our partners to build their wealth and achieve their goals. DOWC prides itself on taking care of its employees (We were voted one of the “Best Places to Work” two years in a row!), and we also offer award-winning products. All of our positions are fully on-site in Parsippany, NJ. \n \n Role Description \n Growing insurance administrator has an immediate opening for a Documents Coordinator with a legal, financial/insurance, or automotive background in our northern New Jersey office. This is the perfect opportunity for someone who is dedicated and passionate to take their career to the next level at a rapidly growing company! The position reports to management and is responsible for administrative tasks for insurance and reinsurance companies as well as certain operational matters and general processes and procedures. This position will interact with other departments. \n We are seeking a full-time, document-focused, and administrative professional to join our growing company. This person will be responsible for performing detailed administrative tasks and services to support the effective and efficient operations of the organization's department. They will utilize their analytical skills and technical writing expertise to ensure the quality and clarity of documentation. This person will carry a professional level of expertise in document preparation and file organization. The role is 5x days on-site in Parsippany and is an exciting opportunity to grow in a business environment! \n \n Duties/Responsibilities: \n\n • Provide top-level assistance and administrative support to the manager, internal teams, and clients.\n, • Draft and complete legal correspondence paperwork, such as business agreements, contracts, amendments, addendums, compliance forms, etc. with high attention to detail and accuracy.\n, • Manage extensive paperwork process for each client and file documents accordingly.\n, • Track paperwork progress and maintain organization/priority of tasks.\n, • Ensure smooth progress of day-to-day business operations.\n, • Coordinate with department head to document, refine, and maintain departmental policies and procedures.\n, • Assist with operational and administrative projects such as formation of corporate entities.\n, • Communicate with management, including provision of weekly reports and completion of expense reports, coordinate meetings and events.\n, • Proofread various correspondence and legal documents.\n, • Respond to customer needs through concise communications, documentation, information sharing, and planning.\n, • Send timely statements and accurate reporting to clients.\n, • Assist in annual filings and QA processes for clients.\n, • Carry out administrative duties such as filing, typing, copying, and scanning.\n, • Create a positive support experience and build strong relationships through engaged listening and understanding, problem solving, ensuring timely resolution or escalation, communicating promptly on progress, and maintaining a consummately professional attitude.\n, • Complete operational requirements by strategically scheduling and providing expedited results.\n, • Accountable for task and project management, emphasizing strong organization and clear communication.\n, • Maintain and protect confidentiality with regards to all aspects of client and company information.\n, • Ability to analyze, improve, and evaluate processes to identify opportunities for improvement.\n, • Prepare slides, meeting notes, and documents for the manager.\n, • Responsible for accurate data entry.\n, • Have familiar knowledge of clients and act with empathy and a customer centric mentality.\n, • Performs other duties as assigned at the discretion of management.\n\n \n Qualifications: \n\n • Minimum of 3-5 years of experience preparing legal or business documents, such as agreements, contracts, amendments, compliance forms, etc.\n, • Proven administrative work experience\n, • Bachelor's degree in Business Administration or related field required\n, • General understanding of business operations\n, • Experience with drafting, maintaining, and organizing documents\n, • Proficiency in Microsoft Excel\n, • Strong analytical skills and attention to detail\n, • Ability to pivot quickly and multi-task\n, • Excellent time management skills and ability to meet deadlines\n, • Proven track record of successful project management\n, • Experience in the finance or insurance industry preferred\n\n \n Physical Requirements \n\n • Prolonged periods of sitting at a desk and working on a computer\n\n \n Come join our growing team here in Parsippany! As NJ's Best Places to Work Honoree for two years in a row, we offer: \n\n • Competitive compensation\n, • Medical, Dental, Vision, 401k matching, Life Insurance, medical expense card\n, • PTO and Sick Time\n, • Corporate events, team and culture building activities, employee awards and recognition, company trips and more!\n\n \n DOWC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Applicants who require accommodation to participate in the job application process may contact us for assistance.

\n At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! \n Job Overview\n \n This role supports retail operations by engaging customers and facilitating their technology and service needs in a fast-paced environment. It involves building product knowledge, demonstrating technology solutions, and assisting customers throughout their shopping journey. The role requires developing skills in customer interaction, digital tool usage, and service plan recommendations. Success is measured by customer satisfaction, proficiency in product knowledge, and effective use of digital resources. The work enhances customer experience and supports organizational goals by fostering strong customer relationships and loyalty.\n Job Responsibilities:\n \n • Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet individual needs\n, • Utilize digital tools to demonstrate network coverage, service plans, and product features to enhance customer understanding and engagement\n, • Complete required training to build knowledge of retail processes, systems, and wireless technology innovations\n, • Collaborate with colleagues across channels to support a seamless customer experience and contribute to team initiatives\n, • Also responsible for other duties/projects as assigned by business management as needed\n \n Education and Work Experience:\n \n • High School Diploma/GED (Required)\n, • 6 months of customer service and/or sales experience, Retail environment. (Preferred)\n \n Knowledge, Skills and Abilities:\n \n • Change Agility (Required)\n, • Communication (Required)\n, • Customer Problem Solving (Required)\n, • Customer Service (Required)\n, • Engaging People (Required)\n, • Multitasking (Required)\n, • Sales (Required)\n, • Teamwork Orientation (Required)\n \n \n \n • At least 18 years of age\n, • Legally authorized to work in the United States\n \n Travel:\n \n Travel Required (Yes/No): No\n \n DOT Regulated:\n \n DOT Regulated Position (Yes/No): No\n \n Safety Sensitive Position (Yes/No): No\n \n \n Hourly Base Pay: $21.50, plus $5.00 per hour training pay.\n \n Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year. Actual incentives vary based on performance and full-time status. All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives. And since we are ALL owners, EVERY employee at T-Mobile is eligible for an Annual Stock Grant. \n \n At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service & home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out www.t-mobilebenefits.com. \n Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, genetic information, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing ApplicantAccommodation@t-mobile.com or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.\n

Job Description Job Summary MPN Boilers is looking for an organized, dependable, and customer-focused Service Dispatcher to join our Service Department. This position coordinates the daily schedules of our Boiler Mechanics and Service Technicians while keeping customers informed throughout the service process. The ideal candidate is a strong communicator who can manage multiple priorities, respond calmly to emergencies, and adjust schedules as field conditions change. Experience dispatching in the boiler, HVAC, plumbing, mechanical, or facilities-service industry is preferred. Responsibilities • Receive and process customer requests for emergency service, repairs, maintenance, inspections, and quoted work., • Schedule and dispatch Boiler Mechanics and Service Technicians based on priority, location, availability, and skill level., • Prioritize emergency service calls and coordinate prompt responses., • Provide technicians with complete job information, including customer concerns, equipment details, site contacts, and service history., • Monitor technician schedules and job progress throughout the day., • Communicate with customers regarding appointments, technician arrival times, delays, and schedule changes., • Adjust the daily schedule when emergencies, extended jobs, or technician availability affect planned work., • Create and update service appointments and job information in ServiceTrade., • Track open and incomplete calls and follow up until they are resolved., • Confirm that technicians submit complete labor hours, service notes, photographs, parts used, deficiencies, and customer signatures., • Review completed service calls for missing documentation before they are forwarded for invoicing., • Coordinate with the warehouse and purchasing teams regarding parts, materials, equipment, and deliveries., • Communicate identified deficiencies and repair recommendations to the appropriate sales or service personnel., • Assist with scheduling preventive maintenance, cleaning and tuning, inspections, and follow-up visits., • Escalate customer complaints, delays, safety concerns, and unresolved issues to Service Department management., • Assist with coordinating after-hours and on-call emergency coverage., • Perform additional Service Department and administrative duties as assigned. Qualifications • Previous experience in dispatching, scheduling, customer service, or service coordination., • Strong organizational and time-management skills., • Ability to manage multiple calls and changing priorities in a fast-paced environment., • Excellent verbal and written communication skills., • Professional and customer-focused attitude., • Ability to remain calm and make sound decisions under pressure., • Strong attention to detail and accurate data-entry skills., • Proficiency with Microsoft Outlook, Word, and Excel., • Ability to learn and use ServiceTrade and other company systems., • High school diploma or equivalent. Preferred Experience • Dispatching technicians in the boiler, HVAC, plumbing, mechanical, construction, or facilities-service industry., • Working knowledge of New York City, Westchester County, Long Island, and the surrounding areas., • Familiarity with boiler or HVAC terminology., • Experience using ServiceTrade or a similar field-service management system. What We Are Looking For • A dependable team member with a strong sense of urgency., • Someone who communicates clearly with customers and technicians., • A problem-solver who can adjust quickly when schedules change., • A highly organized individual who follows through on open items., • Someone who takes ownership of their work and pays close attention to details.\nCompany Description Miller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. Join our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members. Miller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. \r\n\r\nJoin our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining the 2Hudson family of companies, Miller Proctor Nickolas, Inc, Mobile Steam Boiler Rental Corp., and Hudson Clean Heat, you're more than an employee, you're an Employee Owner. 2Hudson is the most recognized heating solutions company in the NYC metro area. Don't miss this chance to become one of our employee owner family members.

\n At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! \n Job Overview\n \n Mobile Associates, Store-in-Store are an integral part of the Retail Team responsible for bringing the T-Mobile brand to life within National Sales partner locations, where active customer engagement is crucial for success. They're ambassadors who create energy and excitement around our products and services. They are obsessed with the connected world and thrive in a high-traffic environment, where technology innovations, customer needs and the Retail experience are continuously evolving. Mobile Associates excel at building and deepening relationships with customers through meaningful interactions. They are skilled at identifying customer needs and are passionate about educating, demonstrating, and recommending solutions. Mobile Associate SiS, exceed their performance targets Doing it the Right Way, by excelling in sales, providing exceptional customer experiences, and meeting quality of sale metrics.\n Job Responsibilities:\n \n • Proactively engages with a broad range of customers in a highly-traffic retail environment. You will use digital tools, communicate effectively, educate customers, and showcase the value of T-Mobile solutions.\n, • As a Mobile Associate, you will consistently leverage digital self-serve tools during customer interactions and the onboarding process. You will identify customer needs and use solution-based selling techniques to fully demonstrate the value of T-Mobile products and services. By recommending wireless solutions, and an onboarding solution centric to helping customers understand how to self-serve and utilize the T-Mobile app for wireless needs, you will deepen relationships with customers and ensure their satisfaction.\n, • Complete training on the T-Mobile in-store experience, new skills, products and processes, and knowledge of systems and reference resources. Review your personal results, current promotions, and updates on the Hub to be Customer Ready at all times. You will continuously learn and improve your skills to provide the best possible experience for our customers. Partner with nearby store locations to properly/fully on-board customers. Will perform skills practicing, knowledge sharing, store operations, opening and closing procedures. As part of these procedures, you will carry keys to the kiosk cabinets, lock/secure kiosk and assets, and report any lost keys or assets to your manager.\n, • Customer obsessed. You are passionate, friendly, and engaging with customers. You are able to connect on a personal level, match the pace of the customer, build rapport, trust, and loyalty with every interaction. You are committed to providing exceptional service, and to exceeding customer expectations. You will proactively reach out to potential customers to further drive sales activity in your location. You are able to follow up with customers, capture referrals, manage Be Back processes, and build relationships with new and existing customers. As part of your role, you will have the ability to perform price overrides for our specialty offers specific to National Retail.\n, • Builds relationships with nearby leadership and teams to help support the customer experience from account set up, to device support and account servicing.\n \n Education and Work Experience:\n \n • High School Diploma/GED (Required)\n, • 6 months of customer service and/or sales experience, Retail environment preferred. (Preferred)\n \n Knowledge, Skills and Abilities:\n \n • Coaching (Required)\n, • Communication (Required)\n, • Consultative Selling (Required)\n, • Customer Communications (Required)\n, • Customer Education (Required)\n, • Customer Engagement (Required)\n, • Customer Needs Identification (Required)\n, • Customer Referrals (Required)\n, • Customer Satisfaction Management (Required)\n, • Customer Service (Required)\n, • Leadership (Required)\n, • Product Knowledge (Required)\n, • Relationship Building (Required)\n, • Sales (Required)\n, • Sales Prospecting (Required)\n, • Sales Techniques (Required)\n \n \n \n • At least 18 years of age\n, • Legally authorized to work in the United States\n \n Travel:\n \n Travel Required (Yes/No): No\n \n DOT Regulated:\n \n DOT Regulated Position (Yes/No): No\n \n Safety Sensitive Position (Yes/No): No\n \n \n Hourly Base Pay: $21.50, plus $5.00 per hour training pay.\n \n Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year. Actual incentives vary based on performance and full-time status. All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives. And since we are ALL owners, EVERY employee at T-Mobile is eligible for an Annual Stock Grant. \n \n At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service & home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out www.t-mobilebenefits.com. \n Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, genetic information, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing ApplicantAccommodation@t-mobile.com or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.\n

\n At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees! \n Job Overview\n \n Mobile Associates, Store-in-Store are an integral part of the Retail Team responsible for bringing the T-Mobile brand to life within National Sales partner locations, where active customer engagement is crucial for success. They're ambassadors who create energy and excitement around our products and services. They are obsessed with the connected world and thrive in a high-traffic environment, where technology innovations, customer needs and the Retail experience are continuously evolving. Mobile Associates excel at building and deepening relationships with customers through meaningful interactions. They are skilled at identifying customer needs and are passionate about educating, demonstrating, and recommending solutions. Mobile Associate SiS, exceed their performance targets Doing it the Right Way, by excelling in sales, providing exceptional customer experiences, and meeting quality of sale metrics.\n Job Responsibilities:\n \n • Proactively engages with a broad range of customers in a highly-traffic retail environment. You will use digital tools, communicate effectively, educate customers, and showcase the value of T-Mobile solutions.\n, • As a Mobile Associate, you will consistently leverage digital self-serve tools during customer interactions and the onboarding process. You will identify customer needs and use solution-based selling techniques to fully demonstrate the value of T-Mobile products and services. By recommending wireless solutions, and an onboarding solution centric to helping customers understand how to self-serve and utilize the T-Mobile app for wireless needs, you will deepen relationships with customers and ensure their satisfaction.\n, • Complete training on the T-Mobile in-store experience, new skills, products and processes, and knowledge of systems and reference resources. Review your personal results, current promotions, and updates on the Hub to be Customer Ready at all times. You will continuously learn and improve your skills to provide the best possible experience for our customers. Partner with nearby store locations to properly/fully on-board customers. Will perform skills practicing, knowledge sharing, store operations, opening and closing procedures. As part of these procedures, you will carry keys to the kiosk cabinets, lock/secure kiosk and assets, and report any lost keys or assets to your manager.\n, • Customer obsessed. You are passionate, friendly, and engaging with customers. You are able to connect on a personal level, match the pace of the customer, build rapport, trust, and loyalty with every interaction. You are committed to providing exceptional service, and to exceeding customer expectations. You will proactively reach out to potential customers to further drive sales activity in your location. You are able to follow up with customers, capture referrals, manage Be Back processes, and build relationships with new and existing customers. As part of your role, you will have the ability to perform price overrides for our specialty offers specific to National Retail.\n, • Builds relationships with nearby leadership and teams to help support the customer experience from account set up, to device support and account servicing.\n \n Education and Work Experience:\n \n • High School Diploma/GED (Required)\n, • 6 months of customer service and/or sales experience, Retail environment preferred. (Preferred)\n \n Knowledge, Skills and Abilities:\n \n • Coaching (Required)\n, • Communication (Required)\n, • Consultative Selling (Required)\n, • Customer Communications (Required)\n, • Customer Education (Required)\n, • Customer Engagement (Required)\n, • Customer Needs Identification (Required)\n, • Customer Referrals (Required)\n, • Customer Satisfaction Management (Required)\n, • Customer Service (Required)\n, • Leadership (Required)\n, • Product Knowledge (Required)\n, • Relationship Building (Required)\n, • Sales (Required)\n, • Sales Prospecting (Required)\n, • Sales Techniques (Required)\n \n \n \n • At least 18 years of age\n, • Legally authorized to work in the United States\n \n Travel:\n \n Travel Required (Yes/No): No\n \n DOT Regulated:\n \n DOT Regulated Position (Yes/No): No\n \n Safety Sensitive Position (Yes/No): No\n \n \n Hourly Base Pay: $20.50, plus $5.00 per hour training pay.\n \n Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an annualized incentive target of $18,000/year. Actual incentives vary based on performance and full-time status. All employees at T-Mobile are guaranteed to earn $20/hour inclusive of base pay and incentives. And since we are ALL owners, EVERY employee at T-Mobile is eligible for an Annual Stock Grant. \n \n At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service & home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out www.t-mobilebenefits.com. \n Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, genetic information, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing ApplicantAccommodation@t-mobile.com or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.\n

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a International Tax - Senior Associate (NYFS) to join our _ practice. Responsibilities: • Advise financial services clients on international tax planning decisions, with a focus on asset managers, private equity and hedge funds, private credit funds, real estate and infrastructure funds, sovereign wealth funds and foreign pension plans, as well as other investors and fund sponsors, • Draft tax memorandums and presentations advising clients on mergers and acquisition transactions, income tax treaties, sovereign tax exemptions, and other planning opportunities arising from inbound and outbound cross-border transactions, • Compute/model the cash tax leakage to the investors of an investment structure, • Read and summarize existing or new tax law to be shared with client; prepare and review tax returns for asset management clients, • Work hand in hand with KPMG global member firms, KPMG advisory professionals, and KPMG US tax teams including Business Tax Services, Mergers and Acquisitions, State and Local Tax, Washington National Tax, and Tax Controversy Services to assist clients in planning and evaluating inbound, outbound, and foreign-to-foreign transactions and restructurings, • Provide aspects of all the activities above to alternative investment companies; offer help at all stages of the investment life cycle for both asset managers and portfolio companies operating globally Qualifications: • Minimum three years of recent experience broadly in international taxation in the financial services sector with a general understanding of Global Intangible Low-Taxed Income (GILTI), BEAT, sourcing of income, and Foreign Tax Credit (FTC), • Bachelor's degree from an accredited college/university, • Knowledge of a broad range of U.S. international and domestic tax law provisions, • Strong research and writing, Excel modeling, and oral communication skills, including great reading and technical tax comprehension skills, • Ability to balance multiple engagements; play a positive role in well-functioning and collegial client service teams, maintain professionalism, and provide excellent client service KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Software Guidance & Assistance, Inc. (SGA) is searching for a Senior Field Manager for a direct-hire assignment with one of our premier Generative AI technology clients in New York City. This is a unique opportunity to join a rapidly growing enterprise AI company focused exclusively on the investment management industry. As a Senior Field Manager, you will own a portfolio of approximately 3–5 client relationships, helping leading asset managers, hedge funds, and investment firms transform their businesses through Agentic AI. You will partner closely with executive stakeholders, Forward Deployed Engineers, Product, and Engineering teams to identify and scope high-value AI use cases, drive successful execution, and continuously expand client adoption of the platform.\n \n \nThis is not a traditional Project Manager, Account Manager, or sales role. The model is closer to management/technology consulting, combining client relationship ownership, structured problem solving, technical delivery leadership, and account growth. We are seeking a technically credible consultant who can take an ambiguous business challenge, understand the underlying client need, define and scope the appropriate solution, and work closely with technical teams to deliver measurable business value.\n \n \nThis is a true field-based client leadership role. The Senior Field Manager is expected to spend meaningful time onsite with assigned clients to build trusted relationships and drive successful outcomes. Client locations and travel requirements will vary by engagement and may include regional travel as well as occasional domestic travel and overnight stays.\n \n Responsibilities \n\n • Own the success and growth of approximately 3–5 investment management client relationships, serving as the primary strategic relationship owner.\n, • Build trusted partnerships with senior and executive stakeholders across Investment, Technology, Operations, and Business leadership.\n, • Lead structured client discovery to understand business objectives, workflows, pain points, and opportunities for transformation.\n, • Translate ambiguous business challenges into clearly defined AI use cases, solution requirements, project scope, success criteria, and delivery plans.\n, • Identify opportunities to automate and enhance investment research, portfolio management, trading, and operational workflows through Agentic AI.\n, • Partner closely with Forward Deployed Engineers to design, implement, refine, and expand AI-powered workflows and solutions.\n, • Coordinate delivery across Product, Engineering, Architecture, and Executive Leadership to ensure successful execution and measurable client outcomes.\n, • Manage and mentor Forward Deployed Engineers supporting assigned client engagements.\n, • Lead executive meetings, discovery workshops, solution planning sessions, steering committees, business reviews, and roadmap discussions.\n, • Proactively manage delivery risks, resolve issues, and maintain executive alignment throughout the engagement lifecycle.\n, • Continuously identify additional business problems and AI use cases that can expand the client relationship and increase adoption of the platform.\n, • Serve as the connective tissue between client executives and Transient's technical teams, ensuring that business objectives translate effectively into technical execution.\n, • Help establish repeatable consulting, delivery, and client-management best practices as the Field organization scales.\n, • Travel to assigned client locations as necessary to build relationships and drive successful delivery, including occasional domestic and overnight travel. \nRequired Qualifications \n\n • 8+ years of external client-facing experience in management consulting, technology consulting, enterprise technology advisory, solution architecture, or similar client delivery leadership roles.\n, • Demonstrated experience owning external enterprise client relationships, preferably within a consulting, professional services, or enterprise technology organization.\n, • Proven ability to use a structured, repeatable consulting approach to uncover client pain points, define business requirements, scope solutions, establish success criteria, and drive initiatives from discovery through delivery.\n, • Strong Financial Services experience, preferably within asset management, hedge funds, investment management, wealth management, or capital markets.\n, • Demonstrated success managing multiple complex client engagements simultaneously.\n, • Proven ability to lead complex software or technology initiatives from strategy and discovery through execution and adoption.\n, • Experience identifying opportunities to expand existing client relationships, introduce additional capabilities, or grow the scope of an engagement.\n, • Strong technical credibility and the ability to work effectively with software engineers, architects, product teams, and other technical resources.\n, • Excellent executive communication, presentation, facilitation, and relationship-management skills.\n, • Strong analytical thinking and problem-solving skills with the ability to bring structure to ambiguous business challenges.\n, • Experience leading cross-functional technical delivery teams.\n, • Willingness and ability to travel to client locations based on engagement requirements.\n, • Bachelor's degree or equivalent professional experience. \nPreferred Qualifications \n\n • Previous experience with a management consulting, technology consulting, Forward Deployed Engineering, or technical client advisory organization such as Palantir, Accenture, Deloitte, EY, PwC, Slalom, Thoughtworks, Publicis Sapient, Capgemini, or a similar organization.\n, • Direct experience supporting asset managers, hedge funds, or other buy-side investment organizations.\n, • Experience delivering AI, data, analytics, cloud, digital transformation, or enterprise software initiatives.\n, • Experience identifying and scoping new technology or AI use cases with business stakeholders.\n, • Working knowledge of Python applications, APIs, enterprise integrations, cloud platforms, distributed systems, or modern software engineering practices.\n, • Exposure to Agentic AI, Generative AI, Large Language Models (LLMs), Retrieval-Augmented Generation (RAG), Model Context Protocol (MCP), or AI application development.\n, • Familiarity with investment management technology platforms, market data, portfolio management, trading systems, or investment research workflows.\n, • MBA or advanced technical degree. \nWhat Success Looks Like Successful Senior Field Managers become trusted advisors to their clients. They combine the structured problem-solving approach of a management consultant with the technical credibility of a technology leader and the commercial mindset of a client partner.\n \n \nThey know when being in front of the client matters. They uncover business problems that are worth solving, translate those problems into well-defined AI use cases, mobilize the appropriate technical resources, drive successful execution, demonstrate measurable value, and continuously identify opportunities to deepen and expand the relationship.\n \n \nSGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .\n \n \nSGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.\n \n

Job Description Are you passionate about making a positive impact on children's lives? We are looking for a dedicated Supervisor to oversee and support daily swim school operations. Reporting directly to the General Manager, the Supervisor plays a key role in maintaining a safe, engaging, and efficient environment for students, parents, and staff. With responsibilities ranging from team management and customer experience to facility oversight and local marketing, this position offers a dynamic opportunity to make a lasting impact on your community. If you are excited about giving back to the community and making a lasting impact on children's lives, then SafeSplash is the place for you! This role is at a Saf-T-Swim Location. This Saf-T-Swim location is owned and operated by SafeSplash. Benefits Paid Training Daily Pay available SafeSplash® Brands Curriculum Certification Flexible Hours Free Swim Lessons for immediate family of employees Career Growth Health Benefits Paid time off Wealth Benefits Responsibilities: Operations Operations Support: Assist in instructing, deck management and front desk duties to ensure efficient and effective operations. Facilities: Assist in the opening and closing of the facility and ensure proper processes and procedures are completed in the interior, exterior, pool and pump room to ensure cleanliness, safety and operational standards. Safety: Promote a safety culture for our team, students, and parents by consistently executing the quality assurance and brand standards and responding accordingly. Risk Management: Promote a culture of safety by consistently enforcing safety protocols and addressing potential hazards promptly. Employee Hiring & Staffing: Assist in interviews, and onboarding to integrate new employees. Training & Development: Assist the location in providing initial training for new staff and ongoing education for all team members to enhance their skills and stay current with standards. Staff Scheduling: Assist in the scheduling of staff from finding substitutions, adding and removing classes and communicating to customers of scheduling changes. Team Management: Supervise instructors and lifeguards to ensure high-quality lessons and adherence to safety and brand standards. Retention-Focused: Foster an inclusive and positive workplace culture through team-building activities, recognition, and growth opportunities. Culture of Performance: Provide employees with ongoing coaching, feedback, and support to foster continuous improvement and professional growth. Direct Reports: This role may have direct reports depending on the location volume. Customer Customer Experience: Deliver a world-class experience by addressing customer inquiries, ensuring timely follow-ups, and maintaining high satisfaction scores (NPS). Customer Retention: Execute strategies to enhance customer engagement and retention, including proactive communication with parents about their child’s progress. Customer Follow-Up: Respond to customer requests effectively and promptly, as well as feedback from social platforms. Marketing Local Marketing: Assist in local marketing initiatives to promote programs and increase community involvement. Social Media: Assist with creating and managing social media platforms to engage with customers and drive interest in the swim school. Community Relations: Partner with the General Manager to strengthen relationships with local businesses and organizations, enhancing community visibility. Non-Dedicated Facilities A non-dedicated facility is where swim lessons are held at a fitness center or hotel pool. Compliance: Ensure the execution of the master agreement with the hosted partner. Job Type Pay: Based on experience, location and volume impacts Weekdays, Weeknights and Weekends required 30+ hours a week (seasonality can impact this) Work Location: On-site Reports To: General Manager / Assistant Manager Requirements

Job Description Position: Specialist, Financial Planning Reports to: SVP, Sales Support Department: Sales Support Location: 475 Springfield Ave. Summit, NJ 07901 Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Financial Planner to join our team. This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines and planning strategies, research, training in planning strategies and coordinating planning efforts across all Sales Support teams to ensure a seamless experience for the advisor. The individual seeking this role needs to have a strong customer service background to ensure the highest quality service to our internal sales leaders, advisors and clients. This role requires strong organizational skills and knowledge of life insurance, annuities and financial planning concepts, and the ability to work in a fast-paced environment. Essential Job Functions: ● Consult on financial planning cases with internal sales professionals, advisors and clients ● Provide and communicate recommendations to meet client’s financial goals and objectives Primary Responsibilities: ● Conduct planning research and communicate findings to team members, sales staff, and agents ● Collaborate with team members on providing industry, company and planning intelligence to sales teams. ● Provide superior customer service to clients, advisors, and sales professionals via phone, email, or webinars. ● Assist in training advisors on comprehensive financial planning strategies. ● Collaborate with sales teams to support financial planning marketing and case design. ● Ensure compliance with industry regulations and company policies. ● Maintain accurate records and perform follow-up reviews to resolve inquiries or issues. Qualifications: ● Bachelor’s degree in finance, business, or a related field strongly preferred ● 2-3 years of experience in life insurance, annuities, and financial planning preferred ● Knowledge of life insurance products, investments, financial planning concepts ● Strong communication and interpersonal skills for client and advisor interactions ● Life and Health Insurance License, Series 65 registered ● Experience with insurance distribution channels or wholesaling ● Familiarity with compliance issues surrounding life insurance, annuity products and registered securities ● Experience using one or multiple financial planning software systems. ● Proficiency in Google Suite and Salesforce Core Competencies: ● Strong analytical and problem-solving skills ● Ability to work independently and as part of a team ● Strong sense of urgency ● Able to adjust to ever-changing environment Compensation & Benefits: Compensation (based on experience) ● Annual base salary: $60,000-75,000; exempt ● Annual performance bonus target: 7% Benefits ● Employee benefits (medical, dental, vision, life insurance, other) ● 401k with employer match ● Paid Time Off ● Paid parking Location: In office; 475 Springfield Ave, Summit, NJ 07901 \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position: Sr. Consultant, Financial Planning Reports to: SVP, Sales Support Department: Sales Support Location: 475 Springfield Ave. Summit, NJ 07901 Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and customer service-focused Sr. Financial Planner to join our team. This individual will be responsible for supporting sales through data gathering, consulting on holistic financial plans encompassing multiple product lines and planning strategies, research, training in planning strategies and coordinating planning efforts across all Sales Support teams to ensure a seamless experience for the advisor. The individual seeking this role needs to have a strong customer service background to ensure the highest quality service to our internal sales leaders, advisors and clients. This role requires strong organizational skills and knowledge of life insurance, annuities and financial planning concepts, and the ability to work in a fast-paced environment. Essential Job Functions: ● Consult on financial planning cases with internal sales professionals, advisors and clients ● Provide and communicate recommendations to meet client’s financial goals and objectives Primary Responsibilities: ● Conduct planning research and communicate findings to team members, sales staff, and agents ● Collaborate with team members on providing industry, company and planning intelligence to sales teams. ● Provide superior customer service to clients, advisors, and sales professionals via phone, email, or webinars. ● Assist in training advisors on comprehensive financial planning strategies. ● Collaborate with sales teams to support financial planning marketing and case design. ● Ensure compliance with industry regulations and company policies. ● Maintain accurate records and perform follow-up reviews to resolve inquiries or issues. Qualifications: ● Bachelor’s degree in finance, business, or a related field strongly preferred ● 3-5 years of experience in life insurance, annuities, and financial planning preferred ● Knowledge of life insurance products, investments, financial planning concepts ● Strong communication and interpersonal skills for client and advisor interactions ● CFP preferred ● Life and Health Insurance License, Series 65 registered ● Proficiency in Google Suite and Salesforce ● Familiarity with compliance issues surrounding life insurance, annuity products and registered securities ● Experience using one or multiple financial planning software systems Core Competencies: ● Strong analytical and problem-solving skills ● Ability to work independently and as part of a team ● Strong sense of urgency ● Able to adjust to ever-changing environment Compensation & Benefits: Compensation (based on experience) ● Annual base salary: $90,000-110,000; exempt ● Annual performance bonus target: 10% Benefits ● Employee benefits (medical, dental, vision, life insurance, other) ● 401k with employer match ● Paid Time Off ● Paid parking Location: In office; 475 Springfield Ave, Summit, NJ 07901 \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Harlem Children’s Zone (HCZ) — a world-renowned education and poverty-fighting organization based in New York — seeks enthusiastic, dedicated, and mission-aligned Financial Inclusion & Family Empowerment Coordinator to join our Wealth Builds team. Wealth Builds is an innovative effort to eliminate the racial wealth gap through nine evidence-based pillars beginning in Harlem and ultimately expanding to up to 10 cities nationwide. Our theory of action is that cradle-to-career services plus capital leads to social and economic mobility. Through Wealth Builds, we are providing financial education and infusions of capital, with the goal of increasing social, financial, and human capital, ultimately generating wealth for our youth. We are seeking a committed and organized Coordinator to support the Financial Inclusion and Family Empowerment pillars. This role will sit on the Wealth Builds team, a high-priority strategic initiative at HCZ focused on creating pathways to social and economic mobility. The coordinator will possess excellent project management, organization, prioritization, and written and verbal communication skills. The successful candidate will be a strong collaborator who thrives in a dynamic, fast-paced, and highly team-oriented environment. This Coordinator will be primarily responsible for assisting the Director of Financial Education and the Assistant Director of Financial Inclusion and Family Empowerment in the execution of the socialization and data strategy of the initiative. For more information, check out Want to Work at Harlem Children's Zone? Here's 7 Things You Need to Know. Requirements • Bachelor’s Degree, • 2+ Years of project management experience, • 1+ Years of experience empowering families and working with them closely to achieve measurable outcomes Who you are • Bachelor’s degree, • Excellent project management skills, • Strong organizational, planning, collaboration, and communication skills, • Demonstrated ability to multitask while maintaining attention to detail and to do so as part of a team in a collaborative, fast-paced environment, • Must be a self-starter and take initiative, highly proactive, and self-disciplined, • Possess an understanding of underserved communities and are willing to work closely with youth and families What you'll do • Support the smooth and efficient execution of program operations under the management of the Director of Financial Education and the Assistant Director of Financial Education., • Collaborates with The Baby College (TBC), the community, and the staff pipeline to incorporate financial education programming, • Manages cross-collaboration with TBC and Community Pride, • Works with the director to ensure monthly community/ staff workshops, • Design workshops for staff and community, • Manages coordination with the financial coaching platform, • Manages/coordinates with the TBC program, general planning, and implication of community/staff and fin lit opportunities with external org engagements, summits/workshops, • Works closely with the Director of Financial Education and Assistant Director of Financial Inclusion and Family Empowerment to ensure the financial literacy curriculum is embedded in the TBC curriculum, • Manages a library of resources Schedule • Monday – Friday, • 9 am – 5 pm (participation will be required for occasional evening events), • Hybrid schedule, 4 days in office, 1 day remote Benefits As a member of the Harlem Children's Zone team, you will join a supportive and inclusive community dedicated to helping children, families — and our staff — thrive. We offer highly competitive salaries, a comprehensive benefits package, and opportunities for growth. Our exceptional full-time benefits include: • Highly competitive base salaries, • Paid time off, • Employee referral bonus, • Career Advancement, • No-cost health insurance!, • Life Insurance, • Short-and long-term disability, • Additional voluntary benefits, • Wellness discounts, • Commuter benefits, • Financial wellness perks, • Additional Benefits (Discounts on flights, hotels, theme parks, concert tickets, and more.) The annual salary range for this position is $60,000-$75,000 per year, with a comprehensive benefits package including employer-covered health insurance. To be considered, interested applicants should apply directly through the posting at www.hcz.org/careers. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. HCZ is an EOE.

Job Description Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and implement investment and financial planning advice. This role is designed with an emphasis on career growth within our financial planning team. Responsibilities: As a member of our advanced planning team, you will: • Actively support advisors with technical financial planning tied to client’s objectives., • Based on a client’s goals and circumstances, assist in the creation of custom financial plans., • Assist in the review of a client’s current investments and objectives, create a picture of their current portfolio composition and, within the firm’s guidelines, help create a custom portfolio that the firm will manage., • Grow into being a specialist and leader in a niche area of investments or financial planning. You may participate on one of the firm’s committees that cover a segment of the investment universe or a specific area of financial planning. Qualifications: • Financial Planning experience (fee-only is a plus), • Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus, • Undergraduate degree in Finance or related areas, • Ability to value customer service as highly as financial returns, • Strong written and verbal communication skills, • Detail-oriented, • Self-starter, takes initiative, • Team player, collaborative, able to work with and through others, • Organized and able to set priorities, • Of the highest integrity, • Provides strong, personalized, and proactive care for clients, • Desire/ability to work successfully in a small company environment Salary & Benefits: Compensation Range: $90,000-$105,000 (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include Fully Paid Medical Plan (with no in network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability FSA, Traditional and Roth 401(k). Altfest Personal Wealth Management is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. Crains New York Business ranked Altfest Personal Wealth Management as a Best Place to Work in NYC in 2020, 2022, 2023, 2024, and 2025! Named by InvestmentNews as a Best Place to Work for Financial Advisors in 2024!

Job Description BBR Partners is excited to continue our successful Advisory Analyst Program. A two-year commitment, Advisory Analysts are essential to BBR's ability to scale while providing unparalleled hospitality and guidance to our clients. The ideal candidate is passionate about wealth management and has a strong desire to learn and develop both personally and professionally. This program begins on August 2, 2027. Responsibilities: • Provide support to the team by contributing to and conducting analysis on multiple client portfolio projects including investment management, wealth transfer and tax planning, • Generate and edit client presentations and marketing proposals for prospects, • Prepare reporting for internal meetings relating to clients, prospects, and investment managers, • Maintain and manage client data utilizing both proprietary and 3rd party software (APX & Seismic), • Assist with client service functions including account applications, cash management and data reconciliation, • Collaborate with senior team members to resolve complex client requests or other ad hoc tasks Valued Competencies: • Recent undergraduate degree and a strong academic track record, • Demonstrated interest in Asset or Wealth Management, • Proficiency in MS Office Suite, especially Excel, • High degree of intellectual curiosity and resourcefulness, • Excellent communication and time allocation skills: adept at managing expectations, • Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team, • Comfortable being wrong: seeks to learn from mistakes and takes accountability, • Exhibits enthusiasm for professional development and personal growth, • Demonstrates unquestioned ethics and credibility What We Offer: • Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment., • Competitive base salary and incentive compensation., • Company subsidized health, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical memberships (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career opportunities, and access to senior staff., • Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress., • New office space with a variety of perks and amenities including catered lunches and stocked pantry. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $75,000 and $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Sr. Associate, ServiceNow to join our _ practice. Responsibilities: • Provide guidance and expertise for ServiceNow implementations by leading planning and executing engagement workstreams across ITSM, ITOM or IRM, • Lead client workshops to present leading practices for ITSM, ITOM or IRM while understanding their complex needs and translating them into functional and technical requirements, • Lead on-shore and off-shore teams to complete agile-based deliverables as assigned by engagement leadership during project execution, • Evaluate ServiceNow platform performance, isolate and debug software problems and make recommendations for problem resolution, • Provide ServiceNow development standards and review of content provided by extended development teams to ensure with those standards, • Prepare and present reports on project progress to stakeholders and provide advice for decision-making processes, • Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environmentQualifications:, • Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM, • Bachelor's degree from an accredited college/university or a minimum eight year equivalent work experience, • Completion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management, • Experience leading various size team in the delivery of agile-based projects or portions of projects to meet defined requirements, • Ability to customize workflows, Business Rules and UI Scripts using JavaScript to create custom applications and configurations on the ServiceNow platform, • Travel as needed, • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ California Salary Range: $94430 - $202745 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Description At New York Life-NJ General Office, we're looking for an Entry-Level Financial Specialist who is ready to step into the world of insurance with enthusiasm and commitment. You’ll have the opportunity to work closely with clients, helping to develop strategies that secure their financial future. Our company, with its rich 180+ year history and a reputation for excellence, offers a supportive environment where you can grow your career while making a real difference in people's lives. You'll be part of a team that values your insights and encourages your professional development. In this role, you'll leverage your passion for finance to build strong, lasting relationships with clients. Your keen interest in financial data, estate planning, and mutual funds will serve you well as you navigate the complexities of financial services. We're looking for someone with outstanding communication skills and an eye for detail, ready to take on this engaging challenge. Join us, and let’s work together to make a positive impact, supported by our commitment to innovation and employee growth. If you’re ready to take the next step in your career, we invite you to apply today. Compensation: $60,000 - $90,000 at plan annually Responsibilities: • Develop strong relationships within local communities, • Engage in a top-notch training program within the financial services industry, • Analyze cash flow, income, financial status, and other wealth management aspects to assist clients in defining and achieving financial objectives, • Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects, • Devise sustainable financial solutions tailored to clients' long-term needs, • Provide support to clients in reaching their financial goals through strategic product, plan, and investment suggestions Qualifications: Experience in building and maintaining strong client relationships Ability to analyze financial data and provide strategic recommendations Proven track record of effective communication and interpersonal skills Familiarity with financial services, including estate planning and mutual funds Strong problem-solving skills with a focus on client-centric solutions Ability to work independently and as part of a collaborative team Eagerness to learn and grow within the financial services industry through our training program About Company As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 175 years of industry success. Some of our accolades include: • A promise to work with you to build a strong financial future for both you and the clients, • #78 on Fortune 100 in 2024, • Most MDRT members in any United States Mutual Company in 2019, • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 07/31/24

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Director in Procurement & Supply Chain Technology for our _ practice. Responsibilities : • Oversee Oracle projects involving strategy, implementation support, and enterprise resource planning (ERP) optimization related to information technology, operations, business processes, security, and data integrity for the Oracle applications, • Lead Oracle business process mapping and the day-to-day activities of ERP advisory engagements for a variety of clients including process design, package implementation lifecycle support, and project reviews, • Serve as overall Solution Architect for Oracle Field Service, Maintenance and Supply Chain workstreams, • Network with KPMG account partners and directors to help identify Oracle project opportunities with existing KPMG Advisory, Tax, and Audit clients, • Support new business opportunities and prepare proposals and client presentations, • Manage and develop competencies of Oracle project team members and new hires Qualifications : • Minimum eight years of recent experience in Oracle implementations or business process improvement in Field Service, • Bachelor's degree in an appropriate field from an accredited college/university, • Knowledge of the Oracle implementation methodologies and experience in operations, systems evaluation, and enterprise architecture, • Extensive experience with Oracle Fusion Field Service and full life cycle implementation experience, Maintenance a plus, • Strong client services orientation and accustomed to taking an active role in executing engagements; demonstrated track record of leadership, client management, and project management with an accomplished executive business development track record, • Travel may be up to 80-100%, • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Description Northfield Bank became a division of Columbia Bank on July 20, 2026. This position is based at a Northfield Bank location that is anticipated to rebrand and operate as a Columbia Bank location in early 2027 Summary: As a Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services and assists in reaching all goals set for the branch. Job Responsibilities: • Processes all banking transactions including but not limited to; deposits, withdrawals, transfers, cashing checks, money orders, selling money orders, gift and Bank checks, processing loan payments and safe deposit box rentals. All banking transactions are to be processed through Columbia Bank’s on-line terminals;, • Opens new deposit and checking accounts of all kind and explains these products to customers as required. Handles deceased accounts. Assists with maintenance of files and any documentation of daily platform work required. Assists customers with safe deposit boxes, answers inquiries or provides explanations of all products and services including renegotiation of CDs;, • Discusses personal financial needs with customers and makes recommendations on how the Bank can meet those needs. Cross sells Bank’s products and services. Interacts with other Bank departments as required. Services customers, in person or via the telephone, to answer inquiries, research and resolve customer problems and/or complaints and ensure customer satisfaction. Explains the features and benefits of on-line banking and how it works;, • Prepares daily proof sheet at close of business each day. Helps with end of day closing procedures for the branch which includes, but is not limited to; preparation of branch consolidation sheet and document imaging of required branch work;, • Maintains accurate customer and account records. Maintains and updates safe deposit box records, back office work and ordering checks and maintaining branch files;, • Makes referrals to the Wealth Management area of the Bank, First Jersey Title, Mortgage Origination and other departments of the Bank as appropriate;, • Performs other job related duties as assigned. Job Requirements: • High school diploma required or a Bachelor’s degree in Accounting, Business, or Finance is preferred;, • 1-2 years of retail or customer service experience required;, • Interpersonal, time management, organizational and PC skills a must;, • Excellent verbal and written communication skills required;, • Ability to work weekends as needed or scheduled;, • Ability to lift up to 20 lbs.;, • Candidates must attend mandatory training, continued employment is contingent upon passing training classes. Desired Skills: • Independent and highly motivated self-starter;, • Results oriented with proven track record to motivate self and others to accomplish objectives;, • Dedicated, enthusiastic, and driven; possesses a strong work ethic;, • A collaborator and team player, translating knowledge and experience into strong and productive relationships;, • Ability to deliver a seamless experience to the customer. Orientation, Onboarding & Training: We provide you the training to help you excel in your position. In order to maximize on your experience we have a robust Onboarding & Orientation Process. Universal Banker positions require either part-time or full-time training for 10 business days. Training schedules are based on availability. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: The schedule for this location/position is generally Monday through Friday from 9:00 a.m - 5:00 PM (closing hours may vary), Sunday 10:00 AM - 2:00 PM, remaining until closing based on business needs. Scheduled work hours may vary by branch location and operational requirements. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. \n \n e-Billing Coordinator \n Under the general direction of the Director of Financial Systems and the e-Billing Manager, the e-Billing Coordinator is responsible for the key phases of the e-billing process such as the implementation and client onboarding and day-to-day administration of efficient e-billing procedures that include submissions, short payments, troubleshooting rejections, vendor management of timekeepers and annual rate submissions. This position requires heavy client and attorney contact and effective communication. The e-Billing Coordinator maintains professionalism and strict confidentiality in all client and firm matters. \n \n Ability and availability to work from November 15th through January 31st preferably with minimum scheduled time off (excluding medical/family emergencies) in order to meet billing, e-Billing and collection deadlines at year-end. \n \n Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex). This role requires 2 days of onsite presence each week. Tuesday is required, and the other day can be Wednesday or Thursday. \n \n Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Regular and predictable attendance is an essential function of the position. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. \n\n • Coordinate eBilling activities among the Billing team, attorneys, clients, and e-billing vendors, including system setup, testing, and submission of required preliminary data such as timekeeper and matter information.\n, • Maintain an understanding of client-specific e-billing requirements and guidelines to support compliance with Outside Counsel Guidelines (OCGs) and client billing requirements.\n, • Review invoices for compliance with client and vendor billing requirements, identify billing errors prior to submission, and coordinate with the Billing team to resolve issues and minimize rejections and payment delays.\n, • Review client e-billing rates submitted by the Billing and Pricing Operations teams and ensure their timely and accurate implementation within e-billing platforms.\n, • Prepare and maintain documentation for each client's e-billing processes, including submission requirements, special handling instructions, and client-specific guidelines to help reduce invoice rejections, short pays, and payment delays.\n, • Submit electronic invoices through e-billing software and third-party e-billing platforms, monitoring submissions through final client acceptance.\n, • Monitor e-billing platforms daily to identify rejected or pending invoices and coordinate timely resolution with the Billing team, attorneys, clients, and vendors.\n, • Support collection efforts by researching invoice and payment discrepancies and assisting with the resolution of outstanding balances.\n, • Provide responsive, professional customer service to attorneys, clients, vendors, and internal business professionals, ensuring timely resolution of e-billing-related questions and issues.\n, • Build and maintain effective working relationships with attorneys, clients, and the Billing, Accounting, and Collections teams to support efficient billing and e-billing operations.\n, • Assist with the implementation of e-billing process improvements, system enhancements, and departmental initiatives designed to improve workflow and operational efficiency.\n, • Participate in departmental initiatives, special projects, and perform other duties as assigned.\n\n \n Knowledge, Skills, and Abilities \n\n • Bachelor’s degree in liberal arts or accounting is required. Business internship experience while pursuing an undergraduate degree is desired but not required. Experience with CMS/Aderant or Elite within a large law firm or professional services firm is highly preferred.\n, • Computer proficient with experience and working knowledge of Excel, Outlook, and MS Word required.\n, • Analytical skills requiring an aptitude for detail and accuracy in order to conduct analysis of complex client e-billing problems, reconciliation of e-billing related issues, ability to multi-task with numerous reports simultaneously.\n, • Exhibit high degree of initiative in order to manage multiple priorities in a fast-paced, deadline-driven, detail-oriented work environment, and ensure work is completed within strict deadlines. Proactive with excellent troubleshooting, problem resolution, and follow-through skills.\n, • Excellent interpersonal, verbal and written communication skills. Ability to communicate with courtesy and diplomacy, efficiently follow written and verbal instructions, provide information, and maintain effective relationships with a diverse group of attorneys, clients, staff, and outside contacts.\n, • Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and furnish information in report/excel format, written correspondence, e-mail, or verbally.\n, • Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Ability to act independently and make decisions within scope of the position’s responsibilities.\n, • Ability to perform mathematical calculations and apply mathematical concepts when computing, reconciling balances, verifying numerical data, processing complex client e-billing, preparing various billing reports, reconciling appropriation of account funds, and processing write-offs.\n, • Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret source data, prepare complex client e-billing, identifying block billing, missing task codes, understanding of txt files to fix LEDES files, and perform file maintenance.\n, • Ability to operate standard office equipment including computer, laser printer, telephone, photocopier, calculator, facsimile, scanner, etc.\n, • Work occasionally requires more 35 hours per week to perform the essential duties of the position. Ability to work overtime when required at month-end and year-end in order to process heavy volume of client billing.\n\n \n The annualized salary range for this position is $60,000 to $65,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law. \n \n We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies. \n \n Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Director in Deal Advisory and Strategy Analytics for our _ practice. • Provide leadership to a team of Data Architects, Data Engineers, Data Visualization Engineers and Data Analysts, • Work with business leaders to understand their business needs and deliver data products/processes to support those needs, • Collaborate with multiple teams to design, develop, test, implement and support solutions in data engineering and analytics, • Provide technical leadership, direction and oversight to build reliable and scalable data pipelines, Common Data Models and data visualizations, • Mentor and provide guidance to members of yours and other teams and contribute thought leadership focused on the development and evolution of our data engineering and analytics capabilities, • Minimum ten years of recent experience in design, development and delivery of data driven solutions; including at least five years as manager of managers in data & analytics delivery, • Bachelors degree in Information Systems/Technology, Computer Science, any of the Engineering disciplines or a related field from an accredited college/university; Master?s or PhD from an accredited college/university preferred, • Minimum three years of Microsoft Azure Data Platform hands on experience as an architect on Azure Data Lake, Azure Synapse, Azure Data Factory, Power BI, Azure ML with proven consulting and delivery leadership in Data Ingestion, Data Transformation, Data Modeling, Data Security, Data Governance, Data Visualization, Data Science, • Experience in Agile project management including planning, organizing, coordinating and managing staff, clients and/or partners towards the successful completion of a project, • Proven track record of managing customer-centric data driven solutions using Cloud native technologies (Azure) across a complex portfolio of stakeholders and fostering the development of high-performance teams (both onshore and offshore), • Strong communication skills and ability to present complex information concisely through written & verbal communication; experience hosting interviews, brainstorms / workshops with business teams and executives on data-related topics / projects KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at _. Follow this link to obtain salary ranges by city outside of CA: _ California Salary Range: $195415 - $370530 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The _ contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Description Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job Description Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We place the client at the core of everything we do. This role is ideal for someone who values a fee-only based approach, which replaces commissions with the client’s best interest. About the Role Serve as the first point of contact for a number of the firm’s clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines. Opportunity to specialize in a technical area including but not limited to: • Investments: participate on the firm’s investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Responsibilities • Serve as the first point of contact for a number of the firm’s clients., • Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans., • Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines., • Opportunity to specialize in a technical area including but not limited to:, • Investments: participate on the firm’s investment committee and cover a segment of the investment universe., • Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert., • Business Development: Work cross-departmentally to drive business strategies. Qualifications • 5+ years of experience in Wealth Management with a demonstrated ability to manage client relationships, fee-only is a plus!, • CFP®, • Bachelors’ degree from an accredited university, • Passion for fee-only Financial Planning and Wealth Management, • Exceptional written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less experienced audience, • Detail-oriented and highly organized, • Self-starter with an entrepreneurial mindset, • Team player and collaborative, • Of the highest integrity, • Maintain a “client-first” mentality Required Skills Altfest Personal Wealth Management requires all employees to be fully vaccinated for COVID-19. To be fully vaccinated, employees must obtain the first dose of a two-dose vaccine or obtain one dose of a single vaccine. Pay range and compensation package Compensation Range: $130,000- $135,000 base (excluding potential incentives) commensurate with experience. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future. Crains New York Business ranked Altfest Personal Wealth Management as a Best Place to Work in NYC in 2020, 2022 and 2023. Named by InvestmentNews as a best place to work for Financial Advisors in 2024!

Job Description About Pylon America’s $13T mortgage market is one of the most important financial systems in the world. It underwrites the middle class and is the mechanism through which millions of families build wealth. But while every other financial instrument has been simplified to an API call, mortgages are still assembled by hand. We started from zero and created the first vertically integrated mortgage platform that turns origination into a single API. Publicly traded companies and the country’s largest originators are already building on Pylon. Revenue is compounding monthly. We’re backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. Working at Pylon isn’t for those seeking comfort. The people who thrive here have high agency, strong opinions, and a track record of delivering outcomes without direction. Many of us are former founders. We move quickly, challenge each other directly, and take full ownership of results. It’s hard work, but it will be worth it. Join us in building America’s mortgage rails. Role Overview Pylon is building America's mortgage rails: a vertically integrated, software-driven mortgage platform designed to replace the fragmented wholesale mortgage factory. We are hiring a Head of Account Management to own the broker-facing operating layer around that platform. This is not simply a mandate to build a larger support organization as volume grows. You will create the systems, service standards, escalation model, and product feedback loops that allow brokers to get excellent support while Pylon continuously removes unnecessary manual coordination from the mortgage process. Responsibilities Own the end-to-end broker-facing operational experience. Define service standards, response-time expectations, escalation paths, and operating cadences. Build systems for pipeline visibility, broker communication, and issue resolution. Partner with Processing, Underwriting, Closing, Sales, Product, and Engineering to eliminate recurring friction and handoff failures. Establish KPIs for service quality, responsiveness, pipeline health, escalations, and manual touches. Identify which broker problems should be solved operationally and which should become product improvements. Build and develop the team as needed, without defaulting to headcount as the primary scaling mechanism. Qualifications Deep experience in wholesale mortgage operations, ideally in account management or broker operations. Experience operating at substantially higher loan volume than Pylon handles today. Demonstrated ability to design and improve operating processes, not simply administer an existing system. Strong understanding of mortgage workflows and the broker experience. Excellent judgment, urgency, communication, and cross-functional leadership. Comfortable working directly with Product and Engineering in a rapidly changing environment. What success looks like Pylon can grow loan volume dramatically without broker experience degrading or Account Management becoming a large reactive coordination layer. Recurring broker issues increasingly disappear because the underlying product and workflow improve.

Job Description SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. We operate as a fee-only fiduciary, SEC-registered investment adviser and are seeking experienced wealth advisors and supporting staff. Our firm is affiliated with an established real estate and specialty finance platform with active operating businesses, properties, and investment-related entities. That affiliation provides advisors with immediate access to private market opportunities, operational infrastructure, advanced tax and planning resources, and industry relationships, not a cold start. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans. Responsibilities • Serve as the lead fiduciary advisor for a book of high-net-worth and ultra-high-net-worth clients, • Develop new business relationships with business owners, families, post-liquidity clients, and centers of influence, • Build and manage comprehensive wealth plans spanning investment management, tax-aware planning, and estate and succession coordination, • Position and allocate across the full platform including public equities, fixed income, structured products, and private markets such as private credit, real estate, and alternative strategies, • Coordinate pre- and post-liquidity planning for business owners approaching a sale, • Deliver ongoing client education and proactive communication on markets, planning strategies, and portfolio positioning, • Coordinate with internal specialists across tax, estate, lending, and insurance to deliver an integrated client experience, • Drive organic growth supported by firm-funded lead generation, events, and marketing, • Maintain accurate records in the firm's CRM and planning systems, • Maintain full compliance with SEC, firm, and fiduciary standards across all client activity Requirements • Series 65, or Series 7 + 66, or a qualifying professional designation (CFP, CFA, CPA) in lieu of exam where applicable, • Minimum 5 years of experience as a wealth advisor, financial advisor, or private wealth professional with a demonstrated record of production, • A portable book of business and established high-net-worth or business-owner relationships preferred, • Clean regulatory and compliance record with no material U4 or U5 disclosures, • Strong working knowledge of advanced planning concepts including tax-efficient exit structuring, trust and estate strategies, and alternative investments, • Demonstrated ability to hold a sophisticated conversation with business owners and their tax and legal advisors, • Proficiency with CRM and financial planning platforms and a comfort with technology-enabled workflows, • Ability to manage a book independently while coordinating with internal service and planning teams, • Entrepreneurial, builder mindset motivated to grow a practice rather than maintain one, • Bachelor's degree required; experience serving business owners through liquidity events a plus

Job DescriptionCompany: Simon Quick Advisors Position: Associate Location: New York, NY (hybrid) Compensation: Starting at 80,000 (based on experience), plus bonus and benefits _ Company Description Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations. Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom. Mission of the Position The Client Advisory Associate plays a vital role in delivering a high-touch, personalized client experience by supporting Client Advisors in the design and execution of comprehensive wealth management strategies. This includes contributions across key planning areas such as investments, tax, estate, insurance, and cash flow. The Associate ensures operational excellence, strengthens client relationships, and supports the creation of thoughtful, data-driven financial plans that align with each client’s unique goals. This role is intentionally structured as a developmental path toward becoming a lead advisor and obtaining the CFP® designation, offering exposure to all facets of holistic financial planning and client service. Top Accountabilities • Accountability 1: Support the Development of Comprehensive Financial Planning and Investment Recommendations: Assist in analyzing client goals, needs, and financial data to propose tailored recommendations across all areas of wealth management including investment strategy, retirement planning, tax optimization, estate planning, and risk management., • KPI: Proactive identification of planning opportunities and quality of recommendations across multiple planning domains (e.g., tax, estate, insurance), • KPI: Accuracy and clarity of recommendations presented to the Client Advisor, • Accountability 2: Deliver High-Quality Client Service and Daily Communication Support: Serve as a key point of contact for clients to support ongoing service needs, clarify planning strategies, and coordinate implementation across internal and external stakeholders., • KPI: High client satisfaction scores, • KPI: Timely and professional response to client inquiries, • Accountability 3: Execute and Monitor Investment and Financial Plan Implementation: Manage the operational execution of investment changes and financial planning recommendations, ensuring seamless coordination and documentation., • KPI: Zero data inconsistencies across internal systems, • KPI: Timely execution and follow-through on client decisions, • Accountability 4: Maintain and Review Client Performance and Planning Reports: Support the preparation and quality control of performance reports and planning updates, ensuring that they reflect current client objectives and financial conditions., • KPI: On-time and error-free delivery of client performance and planning reports, • KPI: Accuracy in reflecting portfolio and planning changes, • Accountability 5: Ensure Adherence to Fiduciary, Compliance, and Procedural Standards: Monitor and document client activity to ensure alignment with firm policies, fiduciary obligations, and best practices in client care., • KPI: 100% compliance with documentation and procedural standards, • KPI: Timeliness of implementation and reporting Other Duties & Responsibilities • Engage directly with clients to support a variety of service needs while helping to foster trusted, long-term relationships., • Coordinate with third-party providers, including custodians, investment managers, estate attorneys, and tax professionals, to facilitate timely and accurate execution of client strategies., • Interface with external investment managers to gather information, track investment activity, and support the alignment of client portfolios with overall planning goals., • Prepare meeting materials such as financial plans, performance reports, and investment summaries; participate in client meetings and capture next steps and follow-ups., • Uphold strict client confidentiality and remain vigilant in monitoring accounts for unusual or potentially fraudulent activity., • Collaborate with the Client Service Associate and other team members to ensure seamless execution of operational and administrative tasks. Key Criteria/Requirements • Bachelor’s degree, • 3-6 years of financial services experience, • Experience with Fidelity and Schwab, • Experience using DocuSign, Orion, Salesforce, and eMoney, • Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word), • Experience with tax and estate planning concepts (trust structures, estate/gift tax planning, Roth conversions, charitable giving strategies, etc.) preferred, • While the CFP® certification is not required upon hire, candidates are expected to pursue and obtain the CFP® designation as part of their long-term professional development once approved by management. Key Competencies • Attention to Detail: Ability to spot discrepancies and ensure accuracy in financial data, • Client Focus: Builds and maintains strong client relationships through excellent service, • Problem Solving: Addresses issues with initiative and sound judgment, • Communication: Effectively conveys ideas verbally and in writing, • Technical Proficiency: Expert use of financial systems and software, • Adaptability: Manages multiple tasks while meeting deadlines in a dynamic environment, • Analytical Thinking: Applies logic and data analysis to decision-making, • Accountability: Takes ownership of responsibilities and deliverables, • Collaboration: Works well within a team, supporting collective goals, • Confidentiality: Maintains privacy and trust with sensitive client information Physical Requirements • Must be able to remain in a stationary position 50% of the time., • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Powered by JazzHR Ak11TmFR0k

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Our client is an early-to-late-stage venture capital fund with $1B+ in assets under management, backing 30+ category-defining companies across AI, infrastructure, robotics, energy, space tech, and life sciences. Founded in 2015, the firm combines deep venture expertise with an extraordinary network of founder and Fortune 500 relationships. This is a lean, 20-person team where individual contributors carry real ownership over outcomes. The Opportunity This is a rare seat at an elite fund with a portfolio most investors would envy. You'll own institutional LP relationships end-to-end — not administer them — while getting hands-on exposure to multi-hundred-million-dollar SPV structuring and a real path toward an investment role. Compensation includes meaningful upside through carry and investment participation, not just salary. What You'll Do • Manage and update top-tier LPs (endowments, pension funds, sovereign wealth funds) on portfolio performance and new opportunities, • Present co-investment opportunities in breakout portfolio companies and drive LP engagement/allocation, • Source, pitch, and build long-term relationships with new institutional investors to grow the LP base, • Collaborate on structuring, documentation, and management of large SPV co-investment vehicles, • Partner with the investment team across seed through late-stage deals, feeding LP insights into decision-making, • Own the CRM and serve as the operational backbone of LP relationship managementWhat We're Looking For, • 2–10 years of direct institutional LP fundraising experience — from a VC fund, private equity firm, or bulge-bracket bank. Candidates with only operations, materials/PR, or family-office/SPV syndication experience will not be a fit., • Degree from a top-tier institution, • Prior experience at a recognized VC, PE firm, or bulge-bracket bank, • Demonstrated ownership of institutional LP relationships — not just supporting materials or CRM upkeep, • Experience structuring or supporting multi-million/billion-dollar co-investment vehicles, • Strong financial modeling skills: fund performance, LP returns, carry structures, investment economics, • Executive presence and the ability to present to sophisticated institutional audiences, • Entrepreneurial, detail-oriented, and comfortable in a fast-paced, high-ownership environment, • Must be based in or willing to relocate to New York; this is an in-office role

Job Description Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that 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., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop 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., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description Financial 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…www.NatFin.Net 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.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionDescription: Insurance Manager OnePoint BFG Wealth Partners Parsippany, New Jersey, United States At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as an Insurance Manager. Position Overview: The Insurance Manager will lead the life insurance, long-term care, and annuities division within OnePoint BFG, reporting directly to the Head of Financial Planning. This role is responsible for developing and overseeing underwriting, placement, and illustration production functions for life insurance, long-term care, and annuity products, building and managing a high-performing team, and providing ongoing training. The Manager will drive new business initiatives and support financial advisors in selecting appropriate solutions for their clients. Key Responsibilities: • Underwriting & Placement:, • Design, implement, and optimize underwriting and placement processes to ensure efficient and compliant insurance and annuity solutions. Collaborate with carriers to secure competitive rates and favorable terms for clients., • Illustration Production:, • Oversee the development of accurate and compelling insurance and annuity illustrations that support advisor recommendations and client presentations., • Team Building & Management:, • Recruit, train, and supervise a team of insurance professionals. Foster a collaborative environment focused on professional development and service excellence., • Training & Development:, • Develop and deliver training programs for staff and financial advisors to enhance knowledge of life insurance, long-term care, and annuity products., • Business Development:, • Identify and pursue opportunities to expand OnePoint BFG’s insurance and annuity business. Build relationships with external partners and industry contacts to support growth objectives., • Advisor Support:, • Serve as a subject matter expert, assisting financial advisors in evaluating and selecting suitable insurance, long-term care, and annuity products for their clients. Provide ongoing guidance and support throughout the sales and service process.Requirements: Qualifications: • Minimum 8 years of experience in life insurance, long-term care insurance, and annuities, preferably within a registered advisory or broker-dealer environment., • Bachelor’s degree in business, finance, or a related field; advanced credentials (CLU, ChFC, CFP) are highly valued., • Demonstrated expertise in underwriting, placement, and illustration production for insurance and annuity products., • Strong understanding of regulatory requirements and compliance standards., • Proven track record in team leadership and staff development. Desired Skills and Competencies • Exceptional leadership and team management abilities., • Outstanding communication and interpersonal skills., • Strategic thinking and business development acumen., • Comprehensive industry knowledge and technical proficiency in insurance and annuities., • Ability to build effective relationships with advisors, carriers, and partners., • Problem-solving orientation and attention to detail. Why Join Us: Joining our team means becoming part of a firm recognized by Financial Planning as one of the RIA to work for—a distinction that reflects our deep commitment to our people and our culture. Here is why you should build your career with us: • Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry., • Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success., • Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent., • Professional Advancement: Benefit from continuous development opportunities and long-term career progression. ` Right to Revise: This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice. The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionWealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field. What We’re Looking For:What makes THIS role and advisor opportunity unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics: • Entrepreneurial Spirit, • Intellectual Curiosity, • High Emotional Quotient ("EQ"), • Determination and Relentless Drive for Success, • Spirit of Generosity in Working With and Within Their Community, • Excellent Interpersonal and Communication Skills, • Structure and Discipline ...and the following qualifications: • An existing network that can be continuously cultivated and expanded within the community, • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors, • Comfortable interacting with individuals of significant wealth, • Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, • Trustworthiness and personal integrity that is beyond reproach, • A passion for investing and for people Who We Are:Our client advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. Specializing in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.The firm is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. What We Stand For: TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model. INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes. TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service. EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly. COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals. RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us. Our Market-Leading Training Program:The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the firm including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers. Base Salary Range: $115,000 to $180,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation,which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionAbout the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. Experienced Financial Advisor - Bring and Grow Your Book Location: We are currently prioritizing advisors based in Oregon, New York, New Jersey, Florida, Illinois, and California. Candidates in other markets may also be considered based on their book of business and licensing profile. Cross Financial | High Payout. True Ownership. Real Upside. Are you an established financial advisor looking for stronger economics, greater autonomy, and better operational support? Cross Financial is seeking experienced wealth advisors with an established client base who are interested in transitioning their practice to an advisor-first platform. This opportunity is designed for professionals who want greater control over their client relationships, a highly competitive payout structure, and infrastructure that allows them to spend more time advising clients and growing their business. Why Cross Financial Elite payout structure: 60-80%+, depending on book size and profile Advisor-centered client relationship model, with no firm-imposed non-compete tied to clients brought to the platform, subject to applicable agreements and legal requirements Independent, advisor-first platform built to reduce friction and inefficiency Scalable platform that allows advisors to focus on clients and growth Leadership and equity potential for advisors who want to help shape the firm’s future Built for experienced advisors - not entry-level advisors or product-led sales roles The Opportunity Transition your existing book of business to a more efficient, higher-payout platform Maintain full ownership and control of client relationships Deliver comprehensive wealth management advice aligned to your clients’ needs Collaborate with other senior advisors and firm leadership Participate in mentorship, business development, or leadership initiatives based on interest Leverage centralized operational, compliance, and technology resources Who This Is For Financial / Wealth Advisors with a transferable book of business Wirehouse or bank advisors currently earning ~25–35% Independent advisors burdened by inefficiencies and lack of opportunity Those with strong client retention and an extensive relationship management track record Advisors motivated by better economics, autonomy, and long-term upside Collaborative professionals who value flexibility and ownership Experience working within the LPL Financial and/or Charles Schwab ecosystem Preferred (Not Required): Book size of $20M–$100M+ Located in the following states: OR, NY, NJ, FL, IL or CA Compensation & Financial Upside Payout range: 60–80%+ based on book size and structure Top-tier payout bands available for advisors with larger, scalable books No forced production grids or artificial caps Select advisors may be considered for leadership roles or potential equity participation On-Target Earnings: $150K - $600K+: Uncapped earnings directly aligned with revenue production and practice growth Support and Resources Advisors receive access to the technology, operational support, compliance resources, and professional infrastructure needed to successfully transition and scale their practice. Additional compensation and benefits may vary based on the advisor’s affiliation structure and eligibility. The Bottom Line If you have built a successful practice and are looking for stronger economics, greater autonomy, and a platform designed to support continued growth, Cross Financial offers an opportunity to elevate your business without sacrificing the client relationships you have worked hard to build. Confidential conversations encouraged. #LI-BP1 Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic. Compensation Range: $150K - $600K