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Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.The Citizens Wealth Advisor 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

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, 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 USD $50-$60 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.

Tax Manager- Immediate opportunity to mentor a growing team in Great Neck This Jobot Job is hosted by: Andrew Kraig Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $100,000 - $140,000 per year A bit about us: Founded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. We are relentlessly client-focused and committed to delivering advanced tax strategies through a proactive, advisory-driven approach. Our team thrives on growth, innovation, and making a measurable financial impact in our clients’ lives. Why join us? Competitive Compensation: Strong hourly or prorated base (DOE) Generous PTO & Paid Holidays Leadership Opportunity: Mentor and develop a growing team of tax professionals Collaborative Work Environment with direct client impact Part-Time Schedule with Consistent In-Office Presence (Great Neck) Job Details We are seeking a Tax Manager to work from our Great Neck office several days per week. This individual will serve as a senior leader on the tax team... mentoring and supervising staff, reviewing complex returns, and ensuring high-quality tax planning and compliance for our entrepreneurial client base. This is a leadership-focused, client-facing role ideal for someone who enjoys developing people while remaining technically strong in tax planning and strategy. Key Responsibilities & Duties: Supervise, mentor, and develop junior and senior tax staff Review corporate, partnership, and individual tax returns for accuracy and strategy optimization Provide technical guidance and training to staff on tax law and planning strategies Prepare and oversee complex tax plans for new and existing clients Advise business owners on proactive tax-saving strategies Assist clients with implementation of advanced tax and wealth-building strategies Review financial statements and propose necessary AJEs for tax optimization Oversee preparation and filing of quarterly estimated tax payments Maintain high standards of quality control and workflow efficiency Participate in client meetings (many conducted via Zoom) You should have most of the following: Bachelor’s or Master’s Degree in Accounting or Tax CPA or EA preferred (not required) Minimum 6+ years of progressive experience in tax preparation and review Strong background in corporate, partnership, and individual tax returns Experience mentoring or supervising staff accountants Proven ability to manage multiple client engagements simultaneously Strong technical knowledge of tax strategy and tax planning concepts Ability to work independently while leading a team Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Summary Our 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. Each week, you will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at FHN Financial. Work schedule and number of hours worked per week (minimum: 15 - 25 hours) are flexible, within normal business hours. The Intern will learn and assist with the day-to-day duties of assisting in aiding our clients by gathering data from Bloomberg so we can run time series analysis, linear and non-linear regressions, and compare/contrast investment options in both table and graphic formats including: Accessing all relevant fixed income historic information in economics from Bloomberg Relevant Price and Spread data of investable securities from Bloomberg Charting historical relationships between bond sector types Overview This program offers exposure to functional areas within the firm, gaining a holistic understanding of our fixed income business and strategies. Participants will be assessed consistently to ensure proficiency and growth. Qualifications Finance, Business, Accounting, Mathematics, or a related field Self-motivated with a strong desire to learn and succeed in the financial services industry High attention to detail for written analysis and client presentations Excellent communication and interpersonal skills Ability to work collaboratively in a team environment and not afraid to ask questions Strong analytical and problem-solving abilities Demonstrated ability to manage multiple tasks and projects effectively Preferred Skills Previous internship or work experience in financial services or related fields Knowledge of financial markets, investment strategies, and financial analysis Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint Coding skills in Python or similar programming language About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Tax Senior needed ASAP for growing firm in Great Neck This Jobot Job is hosted by: Andrew Kraig Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $90,000 - $130,000 per year A bit about us: We are a B2B tax & accounting firm on a mission to help today’s entrepreneurs to save a massive amount of money on taxes while building wealth. We are focused on our clients and finding creative ways to help them cut taxes and build wealth. To do that, we’ve got to have a crazy good team of ninjas ready to swoop in and make a major difference in their lives. Gear up, because we’ve grown a ton, but we’ve hardly even started. Why join us? Full Benefits: Medical, Dental, Vision Competitive salary and overall compensation package 401 (k) with generous company match Life Insurance coverage Generous PTO, vacation, sick and holidays Job Details Responsibilities: Assisting in the review of returns prepared by junior accountants Prepare corporate, partnership, and personal tax returns Prepare tax plans for new & existing clients utilizing customized tax strategies using our advanced tax planning software Helping clients maximize tax savings by building relationships with them and using proactive tax strategies Assist clients with the implementation of tax & wealth-building strategies Preparation and filing of quarterly estimated tax payments Review the FS and propose AJE necessary for tax You should have the following: CPA or EA preferred but NOT required, Experience says it all Bachelors or Masters' Degree in Accounting or Tax Ability to work independently with clients Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

The Client Service & Case Design Associate plays a key role in supporting PARC Street Group’s client experience and plan administration efforts. This individual will serve as a primary point of contact for day-to-day client needs, ensuring requests are handled with accuracy, radical responsiveness, and professionalism. This role is centered on delivering a consistent, high-quality client experience while supporting the ongoing administration of executive benefit plans. In addition, the Associate will assist with case design and reporting responsibilities—gaining exposure to plan structures, financial modeling, and insurance-based strategies over time. This is an ideal opportunity for someone who is highly organized, detail-oriented, and eager to build technical expertise in a specialized area of financial services. Success in this role requires strong communication skills, a proactive mindset, and the ability to manage multiple priorities while maintaining a high standard of accuracy. Responsibilities Client Service & Plan Administration • Serve as a day-to-day point of contact for clients, responding to requests and inquiries with professionalism, accuracy, and radical responsiveness., • Support ongoing client relationships by ensuring consistent communication and follow-through on all service needs., • Coordinate and manage annual distribution processes, including preparation, tracking, and submission of required forms., • Assist in coordinating and preparing for annual client review meetings, including scheduling, materials preparation, and follow-up., • Review and assemble plan-related documentation, including split dollar agreements and plan amendments, in coordination with internal teams and external partners., • Collaborate with internal stakeholders, insurance carriers, auditors, and credit union staff to ensure smooth execution of client requests and plan administration. Administrative & Operational Support • Maintain organized client records, documentation, and data to ensure accuracy and accessibility., • Track key deadlines, deliverables, and service requirements across multiple client accounts., • Support internal workflows and processes to ensure consistency and efficiency in client service delivery., • Assist with ad hoc administrative tasks and special projects as needed. Case Design & Technical Support (Developmental) The Associate will be trained on all the following tasks, with the goal of being able to autonomously lead the processes in a year. • Lead the case design process by assisting with illustrations, reporting, and data preparation., • Prepare quarterly reporting materials, including gathering policy data, updating values, and organizing outputs., • Create client-facing materials such as annual review presentations and benefit summaries., • Maintain and update census data and internal tracking spreadsheets related to plan performance and status., • Support basic analyses and data validation efforts, ensuring accuracy in all deliverables., • Develop working knowledge of SERPs, life insurance products, and plan structures over time. Professional Experience • 2-5 years of experience in an office environment., • Experience in life insurance, executive benefits, or financial services is preferred but not required., • A strong academic or professional background in finance, economics, mathematics, or a related analytical field is preferred., • Proficiency in Microsoft Excel required, with ability to work with structured data and spreadsheets., • Experience working with CRM systems or client management tools is a plus., • Exposure to client-facing environments or service-based roles preferred. Preferred Qualifications • Highly organized with strong attention to detail and the ability to manage multiple priorities simultaneously., • Strong communication skills with a professional, client-first approach., • Comfortable handling both administrative tasks and analytical work with equal focus., • Highly proactive and responsive: follows through on tasks and takes ownership of outcomes., • Willingness to learn complex financial concepts and develop technical expertise over time., • High level of integrity and discretion when handling sensitive client information., • Team-oriented with a "no task too small" mindset. Compensation & Benefits • $65,000 - $70,000 annual salary, dependent on experience, • Discretionary annual bonus, • Generous retirement benefits, including safe harbor contributions to 401(k), contributions to profit sharing plan, and contributions to cash balance plan, • Medical, Dental, Vision, • Life Insurance, and more

Does this position interest you? You should apply – even if you don’t match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work. A Brief Overview A Technician Trainee will be trained and educated to become a proficient auto glass technician. Upon completing our training program, the trainee will receive the Safelite SafeTech certification and will possess fundamental skills necessary for performing unsupervised glass repair, replacement and recalibrations. The trainee is expected to embody the Safelite Spirit with a can-do attitude, caring heart and service mindset while striving to bring unexpected happiness to customers by completing jobs timely and with the highest quality standards. What you will do • Be paid to learn and apprentice the Safelite way, through hands-on and classroom training, including:, • Observing and assisting in installing and repairing auto glass, • Recalibrating automotive safety systems, including trouble-shooting and completing diagnostic testing, • Providing additional services & products, • Study and pass testing to become a Safelite-certified Technician showing proficiency in installations, embracing a positive attitude and following taught techniques., • Safely operate company and customer vehicles, company-issued tools and chemicals utilized throughout the workday., • Performs other duties as assigned, • Complies with all policies and standards What you’ll get: • Competitive weekly pay starting at $25.50/hour, increasing to $30.25/hour after training and certification., • Earn $5/set of wiper blades when added for customer safety., • A benefits package valued at more than $10k*. Includes 401(k) plan with company matching, medical plans, paid time off, holidays & volunteer days., • Program to buy additional PTO or sell unused time up to 16 hours., • Up to $5,250 annually in tuition reimbursement., • Paid training and all the tools and resources you'll need to be successful. Education Qualifications • High School Diploma GED/Equivalent Preferred, • Valid state-issued driver’s license any other license(s) (as required by federal, state and local laws) to operate a company vehicle. Required Experience Qualifications • Must be 18 years of age or older Required Skills and Abilities • Ability to regularly lift and carry up to 35 pounds and occasionally lift and carry up to 50 pounds., • Ability to stand for extended periods, work in tight spaces, bend and twist body, • Ability to use a variety of hand tools and power tools safely and effectively, • Ability to operate a motor vehicle in accordance with all federal, state and local laws and agreement to be monitored via in-cab vehicle safety camera / video surveillance technology, • Maintains professionalism and passion for providing outstanding customer service and exceeding customer expectations, • Ability to safely work outside (in a wide variety of weather conditions and extreme temperatures) for extended periods, • Ability to work with chemicals (including but not limited to flammable chemicals), as applicable per the “Safelite Way of Fitting”, • Ability to work scheduled days, with flexibility on start and end times to accommodate customer’s needs, • Proficiency in using computerized diagnostic tools to complete recalibrations and trouble-shoot issues, • Problem-solving and ability to trouble-shoot issues, independently and collaboratively, • Ability to read, write and interpret the English language and technical directions, • Ability to communicate orally (via phone) and written (via computer or other electronic means), • Ability to maintain a professional appearance, adhering to Company dress code and PPE policies, • Willingness and ability to maintain stable performance under professional or personal pressure and/or opposition (e.g., time pressure and productivity measures). #LI-RS1 This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other related duties as assigned to ensure workload coverage. This job description does NOT constitute an employment agreement between the employer and employee and is subject to change by the employer as the organizational needs and requirements of the job change. This position description is not all inclusive for every aspect of this role. Reasonable accommodations will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not, and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability. Other qualifications may be required to ensure employment eligibility in accordance with local laws, regulations and with Safelite Group, Inc. policies and practices. -- Internal Associates: Already a member of the Safelite team? Apply through your Workday account by searching "Find Open Jobs". Diversity: Safelite welcomes everyone. We value our diverse workforce and suppliers, and we’re proud to be an equal opportunity employer. Learn more at Careers Benefit amounts are estimates only. Actual values will depend on benefit elections during enrollment. This position description is not all inclusive for every aspect of this role. Reasonable accommodation will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability.

Does this position interest you? You should apply – even if you don’t match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work. A Brief Overview A Technician Trainee will be trained and educated to become a proficient auto glass technician. Upon completing our training program, the trainee will receive the Safelite SafeTech certification and will possess fundamental skills necessary for performing unsupervised glass repair, replacement and recalibrations. The trainee is expected to embody the Safelite Spirit with a can-do attitude, caring heart and service mindset while striving to bring unexpected happiness to customers by completing jobs timely and with the highest quality standards. What you will do • Be paid to learn and apprentice the Safelite way, through hands-on and classroom training, including:, • Observing and assisting in installing and repairing auto glass, • Recalibrating automotive safety systems, including trouble-shooting and completing diagnostic testing, • Providing additional services & products, • Study and pass testing to become a Safelite-certified Technician showing proficiency in installations, embracing a positive attitude and following taught techniques., • Safely operate company and customer vehicles, company-issued tools and chemicals utilized throughout the workday., • Performs other duties as assigned, • Complies with all policies and standards What you’ll get: • Competitive weekly pay starting at $25.50/hour, increasing to $30.25/hour after training and certification., • Earn $5/set of wiper blades when added for customer safety., • A benefits package valued at more than $10k*. Includes 401(k) plan with company matching, medical plans, paid time off, holidays & volunteer days., • Program to buy additional PTO or sell unused time up to 16 hours., • Up to $5,250 annually in tuition reimbursement., • Paid training and all the tools and resources you'll need to be successful. Education Qualifications • High School Diploma GED/Equivalent Preferred, • Valid state-issued driver’s license any other license(s) (as required by federal, state and local laws) to operate a company vehicle. Required Experience Qualifications • Must be 18 years of age or older Required Skills and Abilities • Ability to regularly lift and carry up to 35 pounds and occasionally lift and carry up to 50 pounds., • Ability to stand for extended periods, work in tight spaces, bend and twist body, • Ability to use a variety of hand tools and power tools safely and effectively, • Ability to operate a motor vehicle in accordance with all federal, state and local laws and agreement to be monitored via in-cab vehicle safety camera / video surveillance technology, • Maintains professionalism and passion for providing outstanding customer service and exceeding customer expectations, • Ability to safely work outside (in a wide variety of weather conditions and extreme temperatures) for extended periods, • Ability to work with chemicals (including but not limited to flammable chemicals), as applicable per the “Safelite Way of Fitting”, • Ability to work scheduled days, with flexibility on start and end times to accommodate customer’s needs, • Proficiency in using computerized diagnostic tools to complete recalibrations and trouble-shoot issues, • Problem-solving and ability to trouble-shoot issues, independently and collaboratively, • Ability to read, write and interpret the English language and technical directions, • Ability to communicate orally (via phone) and written (via computer or other electronic means), • Ability to maintain a professional appearance, adhering to Company dress code and PPE policies, • Willingness and ability to maintain stable performance under professional or personal pressure and/or opposition (e.g., time pressure and productivity measures). #LI-RS1 This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other related duties as assigned to ensure workload coverage. This job description does NOT constitute an employment agreement between the employer and employee and is subject to change by the employer as the organizational needs and requirements of the job change. This position description is not all inclusive for every aspect of this role. Reasonable accommodations will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not, and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability. Other qualifications may be required to ensure employment eligibility in accordance with local laws, regulations and with Safelite Group, Inc. policies and practices. -- Internal Associates: Already a member of the Safelite team? Apply through your Workday account by searching "Find Open Jobs". Diversity: Safelite welcomes everyone. We value our diverse workforce and suppliers, and we’re proud to be an equal opportunity employer. Learn more at Careers Benefit amounts are estimates only. Actual values will depend on benefit elections during enrollment. This position description is not all inclusive for every aspect of this role. Reasonable accommodation will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability.

Does this position interest you? You should apply – even if you don’t match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work. A Brief Overview A Technician Trainee will be trained and educated to become a proficient auto glass technician. Upon completing our training program, the trainee will receive the Safelite SafeTech certification and will possess fundamental skills necessary for performing unsupervised glass repair, replacement and recalibrations. The trainee is expected to embody the Safelite Spirit with a can-do attitude, caring heart and service mindset while striving to bring unexpected happiness to customers by completing jobs timely and with the highest quality standards. What you will do • Be paid to learn and apprentice the Safelite way, through hands-on and classroom training, including:, • Observing and assisting in installing and repairing auto glass, • Recalibrating automotive safety systems, including trouble-shooting and completing diagnostic testing, • Providing additional services & products, • Study and pass testing to become a Safelite-certified Technician showing proficiency in installations, embracing a positive attitude and following taught techniques., • Safely operate company and customer vehicles, company-issued tools and chemicals utilized throughout the workday., • Performs other duties as assigned, • Complies with all policies and standards What you’ll get: • Competitive weekly pay starting at $25.50/hour, increasing to $30.25/hour after training and certification., • Earn $5/set of wiper blades when added for customer safety., • A benefits package valued at more than $10k*. Includes 401(k) plan with company matching, medical plans, paid time off, holidays & volunteer days., • Program to buy additional PTO or sell unused time up to 16 hours., • Up to $5,250 annually in tuition reimbursement., • Paid training and all the tools and resources you'll need to be successful. Education Qualifications • High School Diploma GED/Equivalent Preferred, • Valid state-issued driver’s license any other license(s) (as required by federal, state and local laws) to operate a company vehicle. Required Experience Qualifications • Must be 18 years of age or older Required Skills and Abilities • Ability to regularly lift and carry up to 35 pounds and occasionally lift and carry up to 50 pounds., • Ability to stand for extended periods, work in tight spaces, bend and twist body, • Ability to use a variety of hand tools and power tools safely and effectively, • Ability to operate a motor vehicle in accordance with all federal, state and local laws and agreement to be monitored via in-cab vehicle safety camera / video surveillance technology, • Maintains professionalism and passion for providing outstanding customer service and exceeding customer expectations, • Ability to safely work outside (in a wide variety of weather conditions and extreme temperatures) for extended periods, • Ability to work with chemicals (including but not limited to flammable chemicals), as applicable per the “Safelite Way of Fitting”, • Ability to work scheduled days, with flexibility on start and end times to accommodate customer’s needs, • Proficiency in using computerized diagnostic tools to complete recalibrations and trouble-shoot issues, • Problem-solving and ability to trouble-shoot issues, independently and collaboratively, • Ability to read, write and interpret the English language and technical directions, • Ability to communicate orally (via phone) and written (via computer or other electronic means), • Ability to maintain a professional appearance, adhering to Company dress code and PPE policies, • Willingness and ability to maintain stable performance under professional or personal pressure and/or opposition (e.g., time pressure and productivity measures). #LI-RS1 This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other related duties as assigned to ensure workload coverage. This job description does NOT constitute an employment agreement between the employer and employee and is subject to change by the employer as the organizational needs and requirements of the job change. This position description is not all inclusive for every aspect of this role. Reasonable accommodations will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not, and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability. Other qualifications may be required to ensure employment eligibility in accordance with local laws, regulations and with Safelite Group, Inc. policies and practices. -- Internal Associates: Already a member of the Safelite team? Apply through your Workday account by searching "Find Open Jobs". Diversity: Safelite welcomes everyone. We value our diverse workforce and suppliers, and we’re proud to be an equal opportunity employer. Learn more at Careers Benefit amounts are estimates only. Actual values will depend on benefit elections during enrollment. This position description is not all inclusive for every aspect of this role. Reasonable accommodation will be made for individuals covered by ADA, ADEA, FMLA and other laws and regulations in accordance with their requirements. Physical and mental demands are not and should not be construed to be job qualification standards, but are illustrated to help the employer, employee and/or applicant identify tasks where reasonable accommodations may need to be made when an otherwise qualified person is unable to perform the job’s essential duties because of an ADA disability.

Job Description Are you passionate about creating memorable experiences for families while supporting life-saving swimming education? The Customer Care Associate is the welcoming face of our swim school, providing exceptional service, supporting lead conversion and retention, and ensuring smooth front desk operations. This role is ideal for someone who thrives in a high-energy, child-focused environment, values teamwork, and enjoys building positive relationships with customers. 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! Benefits * Paid Training * Daily Pay available * SafeSplash® Brands Curriculum Certification * Flexible Hours * Free Swim Lessons for immediate family of employees * Career Growth * Health Benefits (30+ hours per week) * Paid time off (30+ hours per week) * Wealth Benefits (30+ hours per week) Responsibilities: Operations * Perform administrative duties including Terms & Conditions processing, aged accounts follow-up, and attendance tracking (via iClassPro or equivalent system). * Answer all incoming phone calls within three rings and return messages in a timely manner. * Maintain accurate and timely student attendance records, ensuring smooth class operations. * Assist with facility cleanliness: lobby, observation area, restrooms, and front desk. * Support daily opening and closing procedures to ensure readiness for customers. Sales * Support lead conversion efforts through tours, trial lessons, and enrollment follow-ups. * Execute retention activities including re-enrollment calls, check-ins with dropped students, and parent outreach. * Manage in-school customer requests, including schedule changes, account updates, and billing questions. Customer * Provide a warm and professional welcome to all customers, greeting them by name with high energy. * Handle greetings and goodbyes to ensure every family feels appreciated. * Conduct school tours, explaining programs and emphasizing the value of lessons. * Respond to customer inquiries (in person, by phone, and email) with accuracy, enthusiasm, and empathy. * Address and de-escalate customer issues promptly, finding solutions that strengthen relationships. * Proactively engage with parents about their child’s progress and upcoming opportunities. Employee * Collaborate with instructors and managers to ensure smooth operations. * Support a safety-focused culture by adhering to all brand and facility standards. * Participate in staff meetings and training sessions to continually improve service. Job Type * Weekdays, Weeknights and Weekends required * 10+ hours a week (seasonality can impact this) * Work Location: On-site * Reports to School Leadership Requirements * High school diploma or equivalent preferred * Strong written and verbal communication skills * Ability to multi-task in a fast-paced environment while being agile and taking initiative * Comfortable working in and around water, with children and parents. * Must be able to lift 30 lbs. and be on your feet for long periods * CPR, First Aid, and AED certifications are required within 30 days of hire (training available) * Lifeguard certification is preferred * Prior swim experience is preferred

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

Job Description What We Offer: • The ability to design your career with a hybrid work model, combining remote flexibility with in-person training, team collaboration, and ongoing support from a Forbes-recognized insurance organization, • A comprehensive benefits package, including medical, dental, and vision coverage; a 401(k) with company participation; and group life insurance, • A training stipend plus performance-based incentive opportunities, • Company-sponsored licensing, education, and professional development, • Clear pathways for career advancement, including opportunities to grow into leadership roles Applicants must be within commuting distance of Hauppauge, NY. Compensation: $100,000 OTE Responsibilities: Client Relationship Management • Build and maintain long-term client relationships through consistent communication and regular review meetings, • Lead discovery conversations to understand clients’ financial objectives, risk tolerance, and personal priorities, • Deliver clear, confident, and compliant financial guidance tailored to client needs Financial Planning & Analysis • Analyze client financial information to develop comprehensive, personalized financial plans, • Provide guidance on retirement planning, investment strategies, tax-efficient solutions, education funding, risk management, and estate planning, • Prepare and present financial plan recommendations, including ongoing performance reviews Sales & Business Development • Identify new client opportunities through referrals, networking, and community engagement, • Recommend tailored investment and insurance solutions to meet individual client goals, • Consistently meet or exceed activity, growth, and revenue targets Compliance & Documentation • Ensure accurate and timely documentation in compliance with SEC, FINRA, and internal policies, • Stay up to date on market trends, product offerings, and regulatory changes, • Active Series 7 and 66 licenses (or Series 65/63 combination), or equivalent state insurance and securities licenses, • Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience, • Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role, • Strong understanding of investment products, financial planning principles, and regulatory requirements, • Excellent communication, presentation, and client relationship management skills, • Must be able to attend all in-office meetings and events Preferred Qualifications • CFP, ChFC, or progress toward obtaining a professional designation, • Experience with CRM systems and financial planning software, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job Description Travel Required: 30-mile radius from Westbury to Manhattan We are seeking an HVAC Sheetmetal Drafter to become part of our team! Our projects intersect many sectors from Leading Technology Firms/Hotels/Educational Campuses/Bio Labs/Multi-Family Housing/Commercial Industries/Finance Industry/Tenant Fit out and more...Employees gain a wealth of experience through drafting different projects and regularly interact with Design Professionals to gain project approval. Qualifications: • Proficiency in CAD, Navisworks, and other drafting tools, • Strong understanding of mechanical engineering principles and design standards, • Detail-oriented individual with strong analytical and problem-solving abilities, • Self-motivated and driven self-starter with high integrity, • Excellent communication, interpersonal, and commitment to getting the job completed with accuracy, • Work with senior draftsmen, estimating team and project management team to understand the scope of work and installation intent to accurately design and produce shop drawings and as-built drawings, • Field Surveying Job Site to confirm dimensions, • Ensure compliance with benchmarks, ceiling heights and tolerances, • Flag conflicts on shop drawings that require architect/engineer review, • Ability to layout equipment and orientation of mechanical equipment as required, • Conduct thorough reviews of mechanical plans and drawings for accuracy, compliance, and feasibility, • Produce accurate shop drawings based on industry standard and norms, • Review and modify designs if mechanical plans presented are not achievable Company DescriptionFounded in 1992, ALL-CITY METAL, INC., is a leader in both sheet metal HVAC fabrication and installation, as well as the fabrication, manufacturing and installation of Trash Compactors, Trash Chutes, Linen Chutes and chute doors. We are a full service company that designs and manufactures our products onsite in the USA. We offer a variety of products including the above and related specialty items, accessories, hardware and components.Founded in 1992, ALL-CITY METAL, INC., is a leader in both sheet metal HVAC fabrication and installation, as well as the fabrication, manufacturing and installation of Trash Compactors, Trash Chutes, Linen Chutes and chute doors. We are a full service company that designs and manufactures our products onsite in the USA. We offer a variety of products including the above and related specialty items, accessories, hardware and components.

Job DescriptionOur 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 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. 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, • 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 Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required, • 3+ years’ experience working as a sales assistant/RCSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want: • Comprehensive and ongoing professional training and development, • State-of-the-art marketing and sales solutions, • A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients, • A clearly defined career path including opportunities in Management for qualified individuals., • Comprehensive benefits, including a defined benefit pension plan, and significant earnings potentialHere's what you'll do: As a New York Life Financial services professional, you'll be offering high quality life insurance, fixed annuities, 2 long-term care insurance and other products for insurance and retirement planning needs. You'll also:, • Develop and implement business and marketing plans, • Prospect for potential clients Discuss financial concerns and needs of individuals, • Present potential solutions using our world class suite of products and services, • Develop your professional skills and knowledgeEOE M/F/D/V 503908 1 Certain 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.2 Issued by New York Life and Annuity Corporation, a Delaware Corporation

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! Benefits * Paid Training * Daily Pay available * SafeSplash® Brands Curriculum Certification * Flexible Hours * Free Swim Lessons for immediate family of employees * Career Growth * Health Benefits (30+ hours per week) * Paid time off (30+ hours per week) * Wealth Benefits (30+ hours per week) 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 * High school diploma or equivalent preferred; some college coursework preferred. * Supervisory or team leadership experience in aquatics, education, or related field preferred. * Strong written and verbal communication skills * Ability to multi-task in a fast-paced environment while being agile and taking initiative * Comfortable working around water and interacting with children and parents. * Must be able to lift 30 lbs. and be on your feet for long periods * CPR, First Aid, and AED certifications are required within 30 days of hire (training available) * Lifeguard certification is preferred * Prior swim experience is preferred

Morgan Stanley Wealth Management is seeking a Vice President-level Geopolitical Investment Strategist to join the Global Investment Office's Policy and Geopolitical Strategy team.

The Investment Solutions Marketing Team provides product marketing leadership for Morgan Stanley Wealth Management across a variety of financial solutions and services. Support development and execution of a cohesive marketing and communications strategies across internal and external channels, incl

Work Location: Mamaroneck, New York, United States of America Hours: 40 Pay Details: $97,240 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Store Manager II develops, leads and contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, coaches and motivates the Store team to deliver a legendary Employee and Customer Experience while achieving shareholder value through solutions and referrals. Responsible for the Store growth by focusing on deepening customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice to customers. Depth & Scope: * Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required * Manages a medium sized store and team (based on U.S. TD Bank store levelling criteria) * Oversees and leads a medium and/or complex and/or Denovo Store while growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results * Accountable for achieving both Store and individual performance metrics * Ability to manage multiple store locations and/or a diverse and complex customer base, if required * Acts as peer mentor to developing store managers * Requires deep expert knowledge of the business, banking and bank operations * Requires deep expert process management knowledge and deep expert knowledge of the risk profile for team processes supported, advanced knowledge in identifying, tracking and resolving gaps * Provides coaching, mentorship and guidance to others within area of expertise * Oversees management of team requiring workforce to decision on acceptable level of risk-Moderate to High risk potential (loss/reputational) * Acts as the highest point of escalation/contact within the store for issues raised from customers, other internal groups and/or partners * Originates loan applications, handles Conditions of Lending and conducts loan closings * Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Education & Experience: * Undergraduate degree or equivalent experience * 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching experience required * 4+ years experience of proven business development skills, including ability to conceptualize and implement strategies * 4+ years of proven leadership and coaching experience required * Small Business and Consumer lending experience required * Knowledge of Bank product lines and services as well as an understanding of Store operations and security * Proven ability to manage competing priorities, strategically aligning efforts and activities to meet Store goals and objectives * Strong financial analysis skills * Strong presentation, analytical, interpersonal and collaborative skills with all levels of internal and external customers * Excellent verbal and written communication skills * Demonstrated ability to lead and motivate team members * Proficient with Microsoft Office suite * Notary License (preferred) Customer Accountabilities: * Manages the service and advice team promoting a positive customer and colleague experience * Leads, coaches and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both colleagues and customers * Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and problem resolution where necessary * Actively promotes the Bank's presence/brand within the community through participation and leadership in community business groups, initiatives, fundraisers, etc. * Builds relationships by promoting a client/customer centered organization and proactively addresses customer needs * Contributes to the execution and achievement of the team and the store's service customer experience targets by coaching/modeling appropriate attributes and behaviors; leads the store in the execution of advice plan/objectives * Provides oversight of store premises and ensures the customer and colleague areas are professional and inviting in appearance * Ensures overall colleague scheduling is optimal to meet customer demands * Provides ownership/oversight of complex daily operational/administrative duties Shareholder Accountabilities: * Creates store-specific strategies to grow the business * Uses reporting to identify opportunities to acquire and deepen customer relationships to drive deposits, investment and loan growth * Partners with Specialists to grow and advise new and existing customers * Works with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio * Manages the Store budget to meet expense and revenue objectives and revenue and manages expenses * Drives One TD - Builds and sustains awareness and engagement to increase partnership across Retail and all Lines of Business with a focus on Digital to meet and exceed goals * Proactively reaches out to prospects to develop and deepen relationships through needs-based conversations * Identifies and develops relationships with Personal, Small Business and Center and Influence (COIs) to generate demand for TD products and services * Achieves business objective for Operational Excellence * Ensures necessary due diligence to support the accuracy of all customer transactions/activities * Follows and ensures colleagues understand and apply bank operating policies and procedures * Protects the interests of the organization - identifies and manages risks, and escalates non-standard, high risk transactions/activities as necessary * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite * Ensures colleagues are knowledgeable; and assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct * Works alongside other business lines including Wealth and Business Banking to stay abreast of emerging trends in the market, support referrals across business lines through ongoing training and coaching to store colleagues * Colleagues at higher levels may be responsible for acting as a leader in the provision of One TD services to customers, demonstrating cohesive partnership for business planning and community involvement Employee/Team Accountabilities: * Leads, coaches and develops store teammates to create a consistent legendary customer experience * Coaches teammates to provide the best advice to potential and existing TD Bank customers * Responsible for management of the overall team providing both leadership and guidance * Sets targets and objectives for the team, and holds the team accountable to deliver results and objectives * Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value they deliver to customers * Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues * Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner * Ensures colleagues are in compliance with all human resources policies, procedures and guidelines of conduct and escalates to the appropriate partners to manage colleague risk * Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams * Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes * Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives * Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally * Colleagues at the highest levels may be responsible for acting as a leader in the Market and/or Region for change management, performance measures/management, and talent pipeline development OCC Language: * This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. * Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36. * Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. * Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds -Continuous Sitting - Frequent Standing - Frequent Walking - Frequent Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Occasional Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more () Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

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Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform). A fast-growing fintech-driven wealth management platform is seeking a Senior Wealth Advisor with a transferable book of business to join its expanding advisory team.

Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capit

This position plays a critical role within the Focus financial reporting team and contributes to broader operational and financial initiatives. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep experti

Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives. As an Investment Associate in J. Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advi

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their