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Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment., • Bachelor’s degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ___. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ___. Work Schedule • Hours per Week: 40 Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job DescriptionAmerican Beacon PartnersHybrid Wholesaler - Northeast RegionSales American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. Drawing on approximately 40 years of investment expertise, innovation and adaptability, American Beacon Partners delivers enduring value through traditional and alternative solutions designed to meet investors' evolving needs. Driven by future value creation, American Beacon Partners' unique platform delivers strategic benefits through a full suite of distribution, operational and administrative services that may be leveraged by its affiliates. We offer three customizable partnership models tailored for the U.S. wealth and retirement markets. For affiliated partners, we make strategic investments in boutique asset managers to enhance distribution and administrative support functions. For strategic distribution partners, we help investment managers leverage our distribution expertise to achieve greater scale. For sub-advisors to American Beacon Advisors, we assist institutional-caliber asset managers who are seeking to expand their strategies to retail markets through existing funds or new fund launches. With roots as an unaffiliated sub-advised mutual fund sponsor, the majority of our partnerships are with asset managers who invest and operate with full autonomy and independence. American Beacon Partners' affiliates include American Beacon Advisors, Inc.; National Investment Services of America, LLC; RSW Investments Holdings LLC; Shapiro Capital Management LLC; SSI Investment Management LLC; and Resolute Investment Distributors, Inc. In December 2024, the company was named one of the "Best Places to Work in Money Management" by Pensions & Investments for the sixth consecutive year. For more information, please visit Ideal candidate must be located in Upstate or Western NY Job Description: A hybrid wholesaler is a financial sales professional who combines the duties of both internal and external wholesalers. They cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Key Responsibilities • Territory Management: Strategically manage an assigned territory to maximize sales and promote financial products to a specific segment of financial advisors and broker-dealers, • Sales and Business Development: Identify and qualify new prospects, generate new business, and work to expand sales with existing clients, • Relationship Management: Build and maintain strong, productive relationships with financial advisors and institutional clients through regular phone calls, virtual meetings, and limited in-person travel, • Product Consultation: Serve as a subject matter expert by educating advisors on financial products and developing customized solutions for their clients, • Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies, • Presentations and Meetings: Deliver compelling presentations, host virtual meetings, and attend industry conferences to increase product awareness and drive sales, • Administrative Duties: Utilize a Customer Relationship Management (CRM) system and other sales technology to track activities, manage a pipeline, and develop a data-driven territory business plan Requirements • Education: A bachelor's degree, with a focus on business, finance, or a related field, • Experience: 5+ years of experience as an internal wholesaler or in a financial services sale's role, • Licensing: Relevant FINRA licenses, such as Series 7 and Series 63 or 66, are preferred, • Communication: Excellent verbal, written, and presentation skills are essential for effectively communicating with clients and internal teams, • Relationship Building: A proven track record of building and maintaining strong relationships with financial professionals is a key requirement, • Adaptability: The role requires strong time management and the ability to balance remote outreach with periodic in-person travel, • Technical Aptitude: Proficiency with CRM systems and other financial technology is necessary to effectively manage the territory Travel expectation is 50% of the time in defined territory #LI-Remote Job Posted by ApplicantPro

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities At OneGroup, we recognize that our high net worth and private clients require a level of sophistication, personalization, and expertise that exceeds the standard. The Private Client Practice Leader is responsible for managing and expanding a defined book of complex personal risk clients while driving new business and strategic relationship growth through intentional Centers of Influence (COIs). The manager is accountable for total book growth, new business premium targets, and the development and management of 10+ qualified Centers of Influence per quarter. Essential Duties: Client Relationship Management & Service Excellence • Deliver OneGroup’s Private Client’s standard service to high net worth individuals and families by providing customized risk management strategies and concierge-level attention., • Retain and grow a portfolio of complex personal lines clients, leveraging advanced knowledge of high net worth insurance carriers., • Collaborate closely with the internal service team to ensure timely renewals, proactive communication, and high client satisfaction., • Identify cross-sell and account rounding opportunities that add value to the client and OneGroup’s relationship., • Book of Business & Revenue Growth, • Achieve a minimum of +10% annual book growth, supported by consistent account development and client retention., • Meet or exceed quarterly new business premium targets, developed in partnership with the Personal Lines SVP and Practice Leader as well as the OneGroup leadership team., • Actively develop and manage a pipeline of 10+ qualified and engaged Centers of Influence per quarter, including financial advisors, estate attorneys, private bankers, luxury realtors, and family offices., • Generate new business leads and introductions through COIs; track performance and results via CRM or other approved systems., • Partner closely with the placement, marketing, and leadership teams to ensure smart market strategy and accurate risk placement., • Provide strategic feedback on carrier performance, client trends, and market conditions., • Contribute to internal initiatives to elevate OneGroup’s Private Client brand and client experience model., • Total Book Growth, • New Business Premium Growth, • COI Growth & Management, • Client Retention, • Cross-Sell & Account Rounding Qualifications Education: • NYS Property / Casualty Agents/Brokers license required., • 5+ years of experience managing high net worth personal lines clients, • Proven success in building a book of business and managing COI networks, • Strong technical knowledge of insurance coverages and high net worth carriers, • Excellent interpersonal, consultative selling, and communication skills, • Property & Casualty license required; CIC or CPRIA preferred, • Familiarity with OneGroup systems, workflows, and client management tools is a plus, • All applicants must be 18 years of age or older

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan OConnor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Do Work That Matters: People are drawn to this career because it offers meaningful workthe kind that provides fulfillment through service to others. Thats why it resonates so deeply with the values teachers and coaches bring to the table., • Leverage Your Communication Expertise: As a teacher or coach, youve mastered the art of communicationwhether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives., • Build Lifelong Relationships: In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime., • See the Impact of Your Work: Just as youve seen the difference youve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients lives. Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Meet Our Local Leaders: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan OConnor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.About Us: The Buffalo District of Northwestern Mutual is dedicated to growing people and building futures. We foster a bold, modern, and energized culture where excellence is the standard and purpose drives our work. Committed to giving back, we support our community through service projects and causes such as Alexs Lemonade Stand and Camp Good Days. By helping families achieve lasting financial security and investing in the success of our team, we create meaningful impact in the lives we touch. Position Responsibilities for a Financial Planner: • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local, supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed. Position Perks: • Significant bonus opportunity commensurate with outcomes, • Dental insurance, • Health insurance, • Life insurance, • Retirement plan, • Vision insurance, • Ongoing professional development, • Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Buffalo District! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Our thriving office is located at: 5488 Sheridan Drive, Ste. 100, Williamsville, NY 14221 Meet some of our local team: Nii Sowah, Managing Director: • Time with NM: Nearly 12 years, beginning as an Associate Financial Representative and advancing through multiple development roles, including Internship Development Officer for the 055., • Prior Experience: Certified coach with a CLF designation, guiding internship vision and strategies, recruiting, development, and district growth within the Doolittle Network Office., • Passionate About: Dedicated to developing others and creating a positive community impact through financial planning. Outside of work, Nii enjoys life in Buffalo, NY, with his wife and their two children. He is an avid supporter of Buffalo sports teams, loves exploring new places, and gives back through Unite by Night, the nonprofit he co-founded.Ben Ross, Wealth Management Advisor/Growth Development Director:, • Time with NM: 13 years, beginning his career as an Advisor in 2012., • Prior Experience: Retail sales and management with Verizon. Inspired by his blue-collar upbringing, Ben pursued a career that would provide both financial security and the opportunity to impact his community., • Passionate About: Dedicated to giving back through initiatives such as The Ride for Roswell, which raises funds for cancer research, and an annual Women in STEM scholarship at his local high school. Ben and his wife are raising three daughters, and together they enjoy biking, traveling, and planning trips to Disney, the beach, and the Adirondacks.John M. Bongiovanni, CFP, CLU, ChFC, RICP, Private Wealth Advisor:, • Time with NM: 38 years, beginning his career in 1987 and now advising more than 500 clients across 20 states. In 2021, John expanded his practice by welcoming Partners Lucas Slezak, CIMA, CFP, and Adam Jack, ChFC, growing Generational Wealth Management into an ensemble firm., • Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP, CLU, ChFC, and RICP, as well as Series 6, 63, and 7 securities licenses. Recognized by Northwestern Mutual as a Top 50 Advisor in the Eastern region and Top 100 nationally, and honored by Forbes as a Best-In-State Wealth Advisor and Top Financial Security Professional., • Passionate About: Giving back to the community through leadership roles with WQLN, expERIEnce Childrens Museum, and the United Way. Personally, John lives in Erie, PA, and enjoys spending time with his wife and two children, as well as skiing, golfing, and relaxing at the St. Lawrence River.Ryan OConnor, Wealth Management Advisor:, • Time with NM: Joined Northwestern Mutual in 2018. Early in his career, he was a multi-year Million Dollar Round Table recipient, Top 50 Advisor (years 14), and later founded his team-based firm, which now oversees $350 million in client assets., • Prior Experience: Recognized nationally as a Top 10 fee-based planning advisor and Forbes Best-in-State Next-Gen Wealth Advisor (Top 50 in New York, 2024 & 2025). Holds multiple professional designations and continues advanced education through the American College of Financial Services and Exit Planning Institute., • Passionate About: Actively engaged with community organizations such as the Financial Planning Association, Estate Planning Council, and Community Foundation for Greater Buffalo, while also supporting local nonprofits focused on education, healthcare, and preservation. Outside of work, Ryan enjoys running, hiking, fishing, and time with his three children.Ryan Preziosi, Wealth Management Advisor:, • Time with NM: Over 11 years, beginning as an intern and later earning Intern of the Year and Rookie of the Year., • Prior Experience: Transitioned directly from the internship program into a successful full-time advisor career, consistently recognized for his performance and client relationships., • Passionate About: Building lasting connections and helping clients achieve financial security. Ryan lives in Buffalo, where he enjoys golfing, spending time outdoors, and creating memories with family and friends. He is recently married to his wife and is a proud father to his daughter, who is currently in middle school.Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. In addition to robust health and wellness benefits, youll receive a company-funded pension and contributions to PFGFour unique profit-sharing retirement plandesigned to support your long-term financial security. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nii Sowah is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Client Service Associate Sentry Point Private Wealth Position Summary At Sentry Point Private Wealth, we believe wealth management is about clarity, trust, and long-term relationships. A Client Service Associate is central to delivering that promise. They provide exceptional service to our clients and will directly support the Financial Advisor. Through consistent, thoughtful interactions, this role aids in maintaining trusted relationships and ensures every client feels valued. A successful candidate will lead with a client-first mindset, demonstrate strong interpersonal skills, and assist clients with their everyday financial needs. Duties and Responsibilities Client Support • Partner with the financial advisor to cultivate and strengthen client relationships., • Execute money movement transactions at the request of clients or the advisor., • Respond to general account-related inquiries, including balances and non-investment questions., • Assist with account documentation and maintain accurate client records., • Educate and guide clients in using digital tools and secure platforms., • Support advisor marketing initiatives, including website updates and client communications., • Help deliver on the firm’s client service model and business plan., • Answer inbound calls and schedule follow-up communications with clients and advisor., • Manage calendars, coordinate meetings, and prepare materials for client engagements., • Organize travel itineraries, prepare expense reports, and oversee reimbursement processes., • Provide general office support, including document preparation, filing, and scanning., • High school diploma required; college degree preferred., • Prior industry experience is a plus., • Detail-oriented with strong organizational and prioritization skills., • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)., • Exceptional communication and client service skills., • Strong time management and multitasking ability., • Collaborative team player Managing Partner/Owner What You Can Expect from Sentry Point Private Wealth At Sentry Point Private Wealth, you’ll join a boutique firm dedicated to personalized wealth management. We pride ourselves on integrity, discretion, and excellence in every client interaction. Our culture is collaborative and supportive, where your contributions directly impact client success. We offer: • A close-knit team environment, • Opportunities for professional growth and advancement., • A client-first philosophy that values long-term relationships over transactions., • Competitive compensation and benefits tailored to support your career and well-being.

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

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

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

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

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

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Assistant Mortgage Loan Consultant (AMLC) assists the Mortgage Loan Consultant(s) (MLC) to produce mortgage loans efficiently and timely, with minimal errors, all while maintaining exceptional customer service. The AMLC performs a variety of administrative duties in support of, and in concert with the individual MLC quest in establishing and maintaining strong professional ties to area business generators, builders, centers of influence, as well as individual residential real estate customers. • Supports the Mortgage Loan Consultant in soliciting quality loan applicants through various methods and media., • Assists MLCs to gather information related to residential real estate applications through interaction with parties involved in the transaction, while adhering to customer privacy guidelines., • Schedules appointments on behalf of the MLC, or with the AMLC which fit the needs of the bank and customer, whether on company premises or at a mutually convenient location., • In support of the originating MLC, may inform customers of the institution's loan programs, underwriting guidelines and applicable government regulations., • Prepares and maintains applications and manages application documents., • Prepares Loan Estimates in compliance with regulatory guidelines and bank policy., • Answers incoming inquiries, written or otherwise, and satisfies those inquiries, or consults with the Mortgage Loan Consultant to satisfy the inquiry if applicable., • Maintains and fosters relationships with realtors, attorneys, appraisers, applicants, and Mortgage Processing personnel., • May attend loan closings on behalf of the MLC., • Processes final documentation and loan tickets to initiate the booking process., • Stays abreast of, and participates in, community outreach programs within the MLC's designated territory to ensure the bank remains a partner to groups of low to moderate income (LMI) and those in a protected class., • Ensures exceptional customer service, both internal and external by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics and complying with all Federal and State compliance policies., • Performs other related duties as assigned or directed., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific requirements in a timely fashion Qualifications Education/Training: An Associates degree or equivalent preferred. This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). All applicants must be 18 years of age or older. Skills: Proficient reading, writing, grammar, and mathematics skills; comfortability with various software programs and overall PC functions, proficient interpersonal relations and communication skills; ability to multitask and manage multiple duties effectively; and, the ability to learn and maintain a working knowledge of Bank operating policies and products. Experience: Previous banking and/or mortgage industry experience preferred. Experience in a high volume, multi-tasked professional administrative, sales, or customer service position. Experience in submitting loan file requests electronically (DU-Desktop Underwriter) and knowledge of FNMA guidelines a plus.

Job DescriptionJob Title: Patient Financial CounselorLocation: Buffalo, NYHire Type: ContingentPay Range: $19.00 - $23.00/hourWork Type: Full-timeWork Model: Hybrid (2-3 days in office)Work Schedule: Monday – Friday, 8am – 4:30pm Recruiter Contact: Karissa Lubberts, Luisa Beato, Amy Dugenske, & Scope:Positional OverviewThe Imagine Group is recruiting for a Patient Financial Counselor on behalf of our client, a leading healthcare network in Western New York, this organization delivers comprehensive medical services across hospitals, clinics, and specialty care centers. It is committed to advancing patient outcomes through innovation, compassionate care, and community-focused initiatives.In this role, you will be responsible for performing financial clearance functions, including but not limited to, providing price estimates and waivers to scheduled patients; identifying and reviewing high-risk accounts; and verifying insurance eligibility and benefits. This position works closely with appointment registration and scheduling staff to provide estimates as accurately and quickly as possible, Patient Account Management Specialists, and the Patient Financial Clearance Representatives to ensure all patients are financially cleared and screened for financial risk before receiving services. Role & Responsibility:Tasks That Will Lead to Your Success • Prepare price estimates for patients for their scheduled services., • Ensure estimates for patients are at or near final bill., • Use key indicators of financial risk to screen accounts and identify patients that may have trouble making payments (e.g. uninsured, underinsured, etc.)., • Review and revise waivers for patients for services that are opted into., • Stay appraised of AR trends as they relate to department goals and individual performance., • Collaborate with AR Management/Billing team to understand trends in claim edits, initial denials, and write-offs that are potentially avoidable with improved upfront financial clearance processes., • Be able to explain patient liability clearly and accurately to any stakeholder; adequately explaining concepts such as deductibles, coinsurance, and/or copayments and how they may affect the cost of care., • Communicate how non-covered and out-of-network services factor into the out-of-pocket cost., • Verify insurance eligibility, benefits, and reimbursement requirements utilizing HealtheNet, Availity, NGS, Epaces/eMedNY, or other tools as determined by third party payers, including verbal/telephone and written communication documenting results on the patient record., • Focus on quality and accuracy of accounts worked to contribute to individual and department goals., • Follows departmental policies and procedures and meets performance goals set by OBC and its management team., • Complete any additional financial clearance and financial counselor tasks that arise as business needs develop.Skills & ExperienceQualifications That Will Help You Thrive, • 1 year of experience in clerical functions, preferably in a healthcare setting (required)., • Specialized knowledge in payer requirements, insurance verification, authorization, and other pre-service financial clearance functions (recommended)., • Exemplary problem-solving and conflict-resolution skills., • Detail-oriented., • Skilled in synthesizing a wealth of information., • Exhibits excellent time management and prioritization abilities., • Communicates effectively both one-on-one and in a group setting., • Capable of following and providing detailed instructions both orally and through written communication., • Strong written and verbal communication skills for effective interaction with insurance companies, healthcare staff, and patients., • Ability to assess situations and propose solutions to preempt future claim or payment issues., • Extensive experience working with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Access, Project).

Job Description Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice President of Sales. As a Regional Vice President of Sales, you will be in a lucrative 100% sales-focused role without having to focus on service requirements—you will be provided qualified lead flow to eliminate cold calling, to put our client’s high-net-worth clientele first. ABOUT THE ROLE • Manage your business remotely from home to cover a local territory within driving distance, to present our client’s wealth management solutions to high-net-worth prospects—you will be provided an expense account by our client, with all home office and travel expenses covered, which includes a computer, phone, scanner, printer, and any other essential expenses needed, • Call and close qualified leads of high-net-worth prospects that have expressed interest in investing with our client, who have assets of $500k or more to invest, • Meet with prospects to evaluate their personal situation and provide solutions, as well as educate prospective clients on the firm’s services, • Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios, • Report to the Director of Private Client Group Sales, who will provide the required resources you need to be successful within the sales process Requirements • 5 to 7 years or more of selling to stock market investors within the financial industry, • Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents, • Extensive experience with bringing in new investor business, high-volume phone activity, and in-person meetings, working as an investment advisor or external wholesaler with a strong track record of success in sales and bringing in new investment assets, • Record of six-figure earnings in each of the past 3 years (pay for production compensation model) Benefits • Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more, • 100% paid medical, dental, and vision premiums for you and qualifying dependents, • A 50% 401(k) match, up to the IRS maximum, • Family Support programs, including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Job DescriptionGHJ is looking for a Tax Senior Associate WHY we get up in the morningAt GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believeWe believe that collaboration is the foundation for success. We work as a business advocate for our clients – providing personalized service and building long-term relationships to help position our clients for the future. HOW we succeedWe are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success). Summary of Role:At GHJ, our Tax Practice is comprised of over 100 professionals, the majority of whom have post-graduate degrees in tax, law or business and have previously worked with “Big Four” accounting firms. Our dedicated tax team is specifically trained in dealing with complex tax issues for privately held businesses, including federal, state and local tax strategies, tax credit maximization, estate planning and international matters. We work with our clients to find appropriate solutions to maximize tax benefits and savings, providing sophisticated advice tailored for each client. We also provide our clients with the added bonus of having access to tax and industry resources that highlight emerging trends and inspire thoughtful discussions amongst peers and industry leaders through our events, blogs and publications. Our team prides itself on its ability to understand the strategic vision of our clients and work toward common goals while maintaining the proper level of independence. We see ourselves as more than just tax accountants; we want to be true advisors and collaborators with our clients. This position is a unique opportunity with tremendous growth potential for the right candidate. We are developing a high net worth (HNW) practice to address the needs of current and future clientele with strategic wealth preservation and planning opportunities. This position would be ideal for a candidate that wants to directly impact the growth of a specialized niche within an existing tax practice. You will be responsible for: • Review tax information submitted by client for completeness; meet with or call clients with questions., • Possesses knowledge of tax regulations in order to answer clients' questions., • Prepare or Review personal tax returns of various complexities Prepare or Review corporate, partnership, and S-CORP returns., • Prepare or Review amended returns of any variety and complexity., • Prepare or Review personal tax projections., • Respond to tax notices of any sort and preparation of initial drafts of any letters required., • Perform tax research projects., • Complete S-election and requests for accounting changes, as required., • Make adjusting entries and complete trial balances in order to prepare a tax return., • Prepare tax accruals as may be required in preparing corporate tax returns., • Works with confidential client matters; requires ability to keep matters confidential.What we need from you:, • Excellent oral & written communication skills., • Strong interpersonal skills, including proven experience liaising with clients., • Self-starter with the ability to work independently and use good judgment.What skills & experience you’ll bring to us:, • At least 3 years of experience in preparing individual, corporate and partnership tax returns including complex and specialized tax returns in compliance with individual and business federal and multi-state tax returns and at least one (1) year experience using computerized tax preparation, tax planning and tax research software., • Requires a Bachelors’ degree in Accounting, Business, or related degree. #LI-JN1

Job Description Monroe Tractor is a well-known and respected construction equipment and agricultural equipment dealer with over 70 years of experience servicing the northeastern US. With 18 locations throughout New York, Pennsylvania, Vermont, Connecticut, Rhode Island and Massachusetts, we pride ourselves on providing best-in-class sales and support to over 15,000 hardworking customers. Since our founding in 1951, the industries we serve have been transformed by the technologies, equipment, and capabilities undreamed of decades ago. But the people we serve haven't changed, and neither have we. We're still a family-owned business. We are seeking a knowledgeable and driven Wirtgen Product Specialist to serve as the subject matter expert for Wirtgen Group equipment and Heavy Highway product lines. In this role, you will play a critical part in supporting our sales team and customers by delivering in-depth product knowledge, technical support, and application expertise. You will build and maintain strong customer relationships within your assigned territory to increase market share, drive equipment sales, and contribute to long-term company profitability. This position requires a deep understanding of road construction equipment, asphalt and concrete milling, paving, soil stabilization, and other heavy equipment applications. Territory: BUFFALO/ROCHESTER/SYRACUSE TERRITORIES Responsibilities • Increase market share and profitability for the stated range of products within the geographic area., • Develop relationships and network throughout the industry to monitor and participate in all product activities. Know the market; where future work will be done, where it is currently being done and by whom. Develop an open and "real time" channel of communication throughout the industry. Be recognized as a solutions provider and a wealth of expertise for our customers., • Create opportunities by evaluating customer fleets and techniques, and proactively propose better solutions, • Assist the Sales force with product demonstrations and technical presentations., • Deliver all new machines and provide onsite operation and maintenance training. Regularly follow up with customer's deliveries to insure they remain fully trained, well supported and highly satisfied with our products and services., • Communicate regularly with the store/branch managers and full line sales professionals to share information on activity within their regions., • Be a primary channel of communication for product technical and commercial issues with our manufacturing partners., • Be an active and highly visible participant in industry groups and events and keep abreast of competitive activity and competitive products., • Always seek additional parts and service opportunities for company and reporting those prospects to the appropriate parties., • Provide training for our customers and employees, which includes continual education on developments for our product line, as well as that of our competitors., • Assist customers with parts, service and repair requirements., • Coordinate delivery and pickup of equipment as needed by customer., • Follow all safety rules and regulations while performing work assignments and adhere to all policies and procedures as specified in company manuals and as directed in the employee handbook., • Proactively seek and participate in available company-sponsored training, in an effort to develop and advance knowledge base and skill set., • Participate in all company/location driven communication efforts, including open book meetings, huddles, department meetings and other related efforts., • Maintain a positive and professional working relationship with peers, management, and support resources, with a constant commitment to teamwork and exemplary customer service., • Must be able to work independently, • Prior Heavy Highway Construction knowledge (Milling, Paving, etc.) required, • Possess basic mechanical skills for setups and minor repairs, • Prior sales experience and/or training required, • Good understanding of local market conditions, • Must have strong communication and interpersonal skills, • Excellent customer service skills, • Medical, Dental & Vision Insurance, • 401K Plan + Match, • Generous Paid time off Policy, • Short/Long Term Disability, • Family owned and operated We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Pay is commensurate with the applicant's experience, as it relates to the position. Pay Range$55,000—$65,000 USD

Job DescriptionWindow Nation is growing fast! Join a high-energy team where your ideas and contributions will make a lasting impact on our future. One Goal, One Passion – Growth is Everything at Window Nation At Window Nation, we enhance the comfort, safety, and value of homes by providing high-quality, competitively priced window replacement solutions and delivering exceptional customer experiences. We’re committed to being the provider of choice for all window replacements, and that starts with building a diverse, motivated, high-performing team. We're HIRING IMMEDIATELY in the Buffalo metro region and surrounding areas, including Orchard Park, Rochester, and Batavia, and other nearby towns. Our Outside Sales Representatives conduct in-home sales presentations of our extensive array of home improvement-related products and services. Our Outside Sales Representatives ‘live the brand’ by presenting professionally, demonstrating a wealth of knowledge of the company’s offerings and otherwise ensuring the best possible sales/post-sales customer experienceWhat You’ll Do • Present our industry-leading home improvement products with professionalism and integrity, • Actively listen to customer needs and recommend tailored solutions, • Build relationships that lead to sales and repeat business, • Deliver an exceptional experience from first meeting to post-sale follow-upEarnings & Rewards, • Earn commissions plus guaranteed training pay of up to $2,700/month while you ramp up and learn our proven sales processAfter 90 Days:, • 100% commission with UNCAPPED earning potential - your effort directly drives your paycheckTop Performer Perks:, • President’s Club trips, • Exclusive bonuses, • Company car, • Recognition awards, • And more!Role Expectations, • No cold calling - we provide pre-set, high-quality appointments, • Travel to customer homes (may require driving up to 80+ miles one way), • Deliver engaging presentations, provide written estimates, and complete documentation, • Maintain accurate CRM records and guide customers through financing and next steps, • Flexibility for evening and weekend appointments to match homeowner availabilityBasic Qualifications, • High school diploma or equivalent, • 1+ years of customer-facing sales experience, • Valid driver’s license and auto insurancePreferred Skills & Experience, • 1+ years in outside, commissioned, or in-home sales, • Comfortable using iPad-based applications, • Competitive, goal-oriented, and resilient under pressure, • Comprehensive benefits, • Mileage Reimbursement, • Paid vacation, • 401(k) with company match We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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

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