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With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We’re Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and state registrations required within 3 months of hire * Experience with High Net Worth clients * A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring * You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele * Remarkable knowledge of investment products * Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions * Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs The Value You Deliver * No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning * Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals * Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our ___ are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: * We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements * Click to hear from a few of our associates about the outstanding benefits Fidelity offers: ___ * Click here for a story about how we are helping our ___ Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRASales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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.

Job DescriptionBenefits: • 401(k) Benefits/Perks • Competitive Compensation, • Great Work Environment Job Summary We are seeking a Personal Assistant to support our CEO, who is a lawyer, money manager, and author. As a Personal Assistant, you will be stepping into a role with many hats, the most important is keeping track of scheduling meetings and handling meeting follow up activity. Responsibilities will include maintaining a personal and professional schedule, coordinating meetings, dinners, and events, and running errands during work hours when needed. You will also be working closely with company staff members to ensure everything within the office runs smoothly. The ideal candidate is very well organized and outgoing people-person, with exceptional communication and interpersonal skills, is incredibly organized, and can multitask, often working on multiple projects at once. Responsibilities • Schedule appointments and maintain a realistic, accurate calendar, • Answer and screen calls, • Run errands, as needed, • Proofread and edit documents and correspondence, • Use CRM to capture notes and follow-ups necessary, • Bill bills, • Keep track of projects and library, • Work closely with many different people to ensure everyone is on the same pageQualifications, • Exceptional communication and interpersonal skills, • Strong organizational skills, • The ability to multitask, • The ability to work well independently and within a team environment, • Experience as a personal assistant or executive assistant, • Background check and strong references requiredCompensation depends on experience (range $50,000 - $75,000)

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.

Job Description About Our Organization We are a physician-led, patient-focused network dedicated to streamlining healthcare and fostering a more interconnected approach to care. Our primary, multispecialty, and urgent care professionals cater to millions of patients through traditional practices, home visits, and virtual consultations via our various operating entities. By joining our team, you become part of a caring community committed to enhancing healthcare for everyone. We are pioneering value-based care by utilizing integrated applications, population insights, and staffing expertise to guarantee that all patients receive access to high-quality, connected care services that lead to improved outcomes while reducing overall care costs. Please Note: We will only reach out to candidates regarding applications from the following domains: @, @, @, @, @, @, or @. Position Overview We are currently looking for a Board-Certified/Board-Eligible OB/GYN Physician to join our team at our White Plains, NY location. * New graduates are encouraged to apply! * Sign-on bonus available * Competitive guaranteed salary with wRVU and bonus incentives * Opportunity for shareholder status * Collaborate within a supportive team environment alongside Physicians, APPs, RNs, LPNs, MAs, and non-clinical support staff * Access to a supportive mentorship program * Comprehensive benefits package including free CME lectures and reimbursements, generous vacation time, and excellent maternity/paternity leave Your responsibilities will include delivering thorough and comprehensive clinical care to all patients. You will provide clinical services such as diagnosis, treatment, care coordination, and preventive health maintenance. The physician will work collaboratively with a multidisciplinary team to ensure compassionate and comprehensive healthcare for all patients in one location. Our Organization in Numbers: 480+ Providers in NY & CT 14+ Locations in NY & CT 65+ Medical Specialties 2.2 Million Active Patients (NY, CT, NJ) 89.6 NPS Score Westchester County, situated in the heart of the historic Hudson Valley, is located just north of NYC. It is renowned for its excellent public schools and high quality of life. The county is also an intellectual hub, featuring a highly educated workforce, competitive colleges and universities, Fortune 500 companies, transformative non-profits, and innovative research centers. With a short drive or train ride to NYC, Westchester offers a wealth of opportunities! If you are interested in this position, please connect with our recruitment team. Compensation Range: $300,000-$425,000 The stated compensation range is based on industry standards, and salary determinations will consider various factors including years of experience, individual performance, quality metrics, and job location. #LI-LR2 Our Commitment to You Total Rewards at Our Organization Our team members are vital to our mission of transforming healthcare through connection. We highly value the importance of health and wellness in the lives of our team and their families. Participation in our benefits platform includes medical, dental, life, disability, vision, FSA coverages, and a 401k savings plan. Equal Opportunity Employer Our organization is committed to providing equal employment opportunities (EEO) to all employees and applicants without discrimination based on race, color, religion, creed, gender/sex, sexual orientation, gender identity and expression (including transgender status), national origin, ancestry, citizenship status, age, disability, genetic information, marital status, pregnancy, military status, veteran status, or any other characteristic protected by applicable federal, state, and local laws. Safety Disclaimer We prioritize the safety of our employees and applicants. Our organization does not utilize chat rooms for job searches or communications. We will never request personal information through informal chat platforms or unsecured emails. Additionally, we will not ask for money or any exchange of financial or personal information prior to an in-person interview. Please be cautious of potential scams while job hunting. Interviews are conducted at select locations during regular business hours only. For information on job scams, please refer to appropriate resources.

Job Description About Our Organization We are a physician-led, patient-focused network dedicated to streamlining healthcare and fostering a more interconnected approach to care. Our primary, multispecialty, and urgent care professionals cater to millions of patients through traditional practices, home visits, and virtual consultations via our various operating entities. By joining our team, you will become part of a caring community committed to enhancing healthcare for everyone. We are pioneering value-based care by utilizing integrated applications, population insights, and staffing expertise to guarantee that all patients receive high-quality, connected care services, leading to improved outcomes at a lower overall cost. Important Note: We will only reach out to candidates regarding applications from the following domains: @summithealth.com, @citymd.net, @villagemd.com, @villagemedical.com, @westmedgroup.com, @starlingphysicians.com, or @bmctotalcare.com. Job Overview We are looking for a Board-Certified/Board-Eligible Cardiologist to join our growing department in Westchester County. This position comes with an established patient base ready for you! * New graduates are encouraged to apply! * Competitive guaranteed salary with wRVU and bonus incentives. * Opportunity for shareholder status. * Collaborate within a supportive team environment alongside Physicians, APPs, RNs, LPNs, MAs, and non-clinical support staff. * Access to a supportive mentorship program. * Exceptional benefits including free CME lectures and reimbursements, generous vacation time, and excellent maternity/paternity leave. Your responsibilities will include delivering comprehensive clinical care to all patients. You will provide clinical services such as diagnosis, treatment, care coordination, and preventive health maintenance. Working collaboratively with a multidisciplinary team, you will ensure that all patients receive compassionate and comprehensive healthcare in one location. Westchester County, situated in the picturesque Hudson Valley just north of NYC, is renowned for its excellent public schools and high quality of life. The area is an intellectual hub, featuring a well-educated workforce, competitive colleges and universities, Fortune 500 companies, transformative non-profits, and innovative research centers. With a short drive or train ride to NYC, Westchester offers a wealth of opportunities! Compensation Range: $325,000 - $500,000 This compensation range is based on industry standards, and salary determinations will consider various factors, including years of experience, individual performance, quality metrics, and job location. Our Commitment Total Rewards at Our Organization Our team members are vital to our mission of transforming healthcare through connection. We place a high value on the health and wellness of our employees and their families. Participation in our benefits platform includes medical, dental, life, disability, vision, FSA coverage, and a 401(k) savings plan. Equal Opportunity Employer Our organization is committed to providing equal employment opportunities (EEO) to all employees and applicants, without discrimination based on race, color, religion, creed, gender/sex, sexual orientation, gender identity and expression (including transgender status), national origin, ancestry, citizenship status, age, disability, genetic information, marital status, pregnancy, military status, veteran status, or any other characteristic protected by applicable federal, state, and local laws. Safety Disclaimer We prioritize the safety of our employees and applicants. Our organization does not utilize chat rooms for job searches or communications. We will never request personal information through informal chat platforms or unsecured emails. Additionally, we will not ask for money or any exchange of financial or personal information prior to an in-person interview. Please be cautious of potential scams while job hunting. Interviews are conducted at select locations during regular business hours only. For information on job scams, please refer to appropriate resources.

Entrepreneurial. Collaborative. Community-Focused. Highly Motivated. Intellectually Curious. Agile and Creative Problem Solvers. These traits characterize AMG’s culture – and we are looking to attract talented new team members who share these qualities and seek to build a long-term career among a community united by their collegial partnership orientation, ownership mindset, and disciplined execution in our collective pursuit of excellence. Our strategy is to form unique and innovative partnerships with independent asset management firms around the world – we exist to help make these great firms even better. And, just as we act as catalysts for our partner firms’ success, we invest in our people, our most valuable asset, generating some of our strongest returns as we work together to help each individual reach their highest potential. As a public company with a lean team, AMG provides cross-functional opportunities to flex your entrepreneurial spirit, expand your skillset, and grow as a professional; every team member is integral to our success. We also care deeply about the communities in which we work and live; our organization is further defined by our commitment to giving back through charitable giving and opportunities to volunteer. We are a community. Join us. Senior Associate, Affiliate Product Strategy and Development The Role: AMG is seeking a Senior Associate for its Affiliate Product Strategy and Development (APS) team. This position will be based in Stamford, Connecticut and will report to the Vice President, APS. The Senior Associate will be primarily responsible for assisting various team leads on delivering data-driven strategic advice. Core Responsibilities: • Lead and employ data analysis, research, and the creation of compelling presentation materials to support key strategic projects, including new product development, product refinement, vehicle expansion, new markets / channel expansion, go-to-market strategy, and competitive industry analysis, • Utilize strategic frameworks and a data-driven approach to deliver recommendations supported with detailed market research and empirical evidence, • Leverage financial, quantitative and industry tools effectively to identify product development opportunities and to strengthen our competitive product positioning, • Work with large volumes of product and industry data for an evolving set of investment vehicles, including alternative investments, mutual funds, and separate accounts, • Become proficient in the use of internal databases and third-party systems, including Factset, Morningstar Direct, eVestment, Preqin, and ISS SI, • Monitor, summarize, and articulate key industry trends and insights Qualifications and Attributes: • Bachelor’s degree, preferably in Finance, Economics, or a related field, • Working towards CFA and/or CAIA designations, a plus, • 2-4+ years professional work experience involving investment/asset management or wealth management, • Understanding of the investment management business, capital markets, and associated investment products and vehicles, including mutual funds, ETFs, SMAs, and intermittent liquidity vehicles, required, • Strong analytical, problem-solving, written, oral communication, and interpersonal skills, • Highly motivated and able to work in a fast-paced environment both independently and within a team, • Detail-oriented and can handle several tasks simultaneously, as well as re-prioritizing as necessary, • Ability to exercise discretion and maintain confidentiality, • Supports AMG values, treats others with respect and consideration Benefits: Robust and competitive benefits package, including comprehensive health and dental plans, 401(k) employer match and profit-sharing, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule. About AMG: AMG (NYSE: AMG) is a strategic partner to leading independent investment management firms globally. AMG’s strategy is to generate long‐term value by investing in high-quality independent partner-owned firms, through a proven partnership approach, and allocating resources across AMG's unique opportunity set to the areas of highest growth and return. Through its distinctive approach, AMG magnifies its Affiliates' existing advantages and actively supports their independence and ownership culture. As of December 31, 2025, AMG’s aggregate assets under management were approximately $813 billion across a diverse range of private markets, liquid alternative, and differentiated long-only investment strategies. For more information, please visit the Company’s website at ___. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by employees in this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. AMG is an equal-opportunity employer. AMG believes diversity is an essential part of our commitment to a quality workforce and considers all candidates for employment regardless of their race (inclusive of traits historically associated with race, including but not limited to hair texture and protective hairstyles), color, ethnicity, religion, religious creed, sex, pregnancy or pregnancy-related condition, medical condition, sexual orientation, gender identity or expression, age, national origin (including language), physical or mental disability, genetic information, ancestry, veteran status, military service, application for military service, marital status, or any other category or status protected by applicable law.

Overview At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Stamford, CT. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will: • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service, • Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis, • Contact clients periodically to determine if there have been changes in their financial status., • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services. What it takes • A four-year college degree, • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus), • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships, • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Benefits and compensation • Compensation you control and a comprehensive benefits package for eligible individuals, • Opportunity to work jointly with senior joint-work partners and to be coached by top performers, • Personalized and comprehensive training and support in all areas important to building your business, • A work-life balance and access to a full suite of remote-work technology solutions, • Advancement and management opportunities You can build your career on your own terms. No one-track path. Note -- applicants must be authorized to work in the United States. Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 7283422.1 (11/24) (Exp.11/26)

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.

Elevate your career with a firm that champions your growth and values your expertise This Jobot Job is hosted by: Hunter Dahlstrom Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We're collaborating with a well-established law firm in Naples, Florida, known for its comprehensive legal services and a strong commitment to client success. This firm offers a dynamic environment where seasoned professionals can thrive and make a significant impact. Apply here and contact Hunter Dahlstrom directly for details at or 248.636.2434 (direct cell #) Why join us? Collaborative Culture: Engage with a team that values collaboration and open communication, fostering a supportive work environment. Professional Growth: Benefit from resources and opportunities designed to support your professional development and career advancement. Client-Centered Approach: Be part of a firm that prioritizes client relationships, ensuring personalized and effective legal solutions. Community Engagement: Join a team that is actively involved in the community, reflecting a commitment to social responsibility. Job Details We're seeking an experienced Estate Planning Attorney to join our client's Naples office. The ideal candidate will have: A minimum of 15 years of law firm experience with a focus on estate planning. Expertise in advising high-net-worth individuals on estate planning, tax and transfer planning, and business succession planning. Experience with trust and estate administration, ensuring clients' wealth preservation and transfer objectives are met. A meaningful portable book of business with potential for growth. Demonstrated ability to manage multiple projects and deadlines with exceptional responsiveness. Strong client service and business development skills, with a track record of fostering client relationships. Excellent academic credentials and a commitment to professional excellence. Interested in hearing more? Easy Apply now by clicking the "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

Job DescriptionDescription: Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts in equity and fixed income, open architecture manager research, trust and estate planning and family office services include tax compliance and planning. CTC has offices in New York, Palm Beach, Naples, Connecticut, Charlotte, Virginia and Delaware. Our primary mission is to provide our clients with a portfolio of financial services that capture superior long-term investment returns throughout all market cycles by executing our proven commitment to value-added, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Position Description The Director of Finance is a strategic leader responsible for overseeing financial planning, forecasting, budgeting, management reporting, and business analytics for the firm. This role partners closely with executive leadership, business unit heads, the outside board of directors and operations to drive data-driven decision-making, optimize profitability, and support long-term growth in a complex, regulated wealth management environment. The ideal candidate combines deep financial expertise with strong analytical capability and an understanding of revenue models common to wealth management firms (AUM-based fees, advisory fees, recurring revenue streams). Key Responsibilities • Lead the firm’s annual budgeting and multi-year strategic planning process., • Develop rolling forecasts and scenario models aligned with AUM growth, market performance, client acquisition, and advisor productivity., • Oversee revenue forecasting driven by AUM, fee schedules, advisor performance, and market conditions., • Prepare and present executive and board-level reporting packages., • Ensure the integrity and accuracy of financial reports working closely with Corporate and Fund controllers who prepare financial statements., • Foster a culture of accountability, analytical rigor, and continuous improvement., • Bachelors Degree in Finance, Accounting, Economics or related field. MBA or CPA preferred;, • 8-10+ years of experience with a minimum 5 years in a wealth or asset management environment;, • Solid experience providing executive level reporting for private client/ultra high net worth wealth management firms required., • Excellent oral and written communication skills;, • Familiarity with the broad range of products and services behind the operations of a complex financial services firm;, • Experience working in a collaborative and consensus-building, yet demanding environment;, • Familiarity with regulators and regulatory processes. Requirements:

Job DescriptionDescription: Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Our mission is to provide our clients with a portfolio of services that capture superior long-term returns throughout all market cycles by executing our proven commitment to value-oriented, fundamental research and disciplined portfolio management. We strive to achieve these goals through a team of passionate professionals who share a common culture of mutual respect, integrity, and work ethic built on creative thinking and leadership, and always putting our clients’ interests first. Position Description The Family Office Accountant will be part of the Family Office team and duties include the following: • Perform accounting functions including bank reconciliations, daily cash monitoring and reporting, monthly GL closes including journal entries, bookkeeping for family-owned domestic and foreign for-profit entities., • Monthly financial statement and supporting schedule preparation for investments, for-profit companies, foundations, estate planning vehicles and personal wealth statements., • Support preparation of VAT returns, • Preparation of monthly financial statement reporting packages, • Preparation of internal & external budgets, • Preparation and/or review of annual audit workpapers, • Special projects as advised by the Director and/or Client – varies every year, • Liaison with internal colleagues, outside consultants and other Chilton offices. Candidate must feel comfortable communicating with family members and helping to fulfill requests that may be outside scope of traditional accounting duties in tandem with Family Office team.Requirements: Candidate Description This is a busy single-family office team which provides complete reporting, analyses and work products to its clients. Multiple projects and entities ranging from foundations, trusts, for profit businesses, and investment holdings will allow for personal challenges and developmental growth. Qualified candidates should have a Bachelors’ degree in accounting with 2-4 years’ experience in public accounting, tax and/or financial positions. Candidate should have excellent Microsoft Office and strong research skills. knowledge of Quick Books software system is a plus. Candidate should be comfortable communicating at all levels, including with Family representatives and should be receptive to developing the critical skills necessary to build and sustain strong client and team relationships Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicant should be proactive, motivated, a self-starter, passionate, and work well in a small team environment.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development This position is part of The Starr Region, an elite region within the national financial services firm, Modern Woodmen of America. The leadership team brings a diverse mix of experience, passion, and community-minded focus to their work. With backgrounds ranging from financial advising and business leadership to counseling and athletics, they each contribute a unique perspective to the firms mission. Several began their careers in financial services and have grown into senior leadership roles, while others transitioned from fields like education, sports management, or counselingdriven by a shared commitment to helping others plan for a more secure future. Collectively, they bring over two decades of experience and are deeply invested in both their clients and their communities. Their passions outside the officewhether it's golfing, volunteering, spending time with family, or even playing professional sportsreflect a balanced, purpose-driven approach to life and leadership. Meet Our Team: Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement. With 37 years of experience in the financial services industry, Jon brings extensive leadership and expertise in agency development, advisor mentorship, and client relationship management. Throughout his career, he has built and led successful teams while maintaining a steadfast commitment to integrity, service, and helping others achieve financial security. Outside of work, Jon enjoys spending time with family and giving back to his community. Kyle Reis is a Financial Representative with Modern Woodmen of America, where he is dedicated to helping members achieve financial security while making a positive impact in their communities. Before joining Modern Woodmen, Kyle served as a Teller Supervisor at a local bank, where he oversaw branch operations, conducted audits, and ensured efficient daily financial processes. His background in banking has given him a strong foundation in client service and attention to detail. Outside of work, Kyle enjoys spending time with family and friends, playing golf, watching sports, and traveling to explore new cultures. Eric J. Gallicchio is Managing Partner for Modern Woodmen of America, bringing more than 30 years of experience in the financial services industry. Throughout his career, he has built a reputation for leadership, professionalism, and dedication to helping clients achieve long-term financial security. A proud MDRT qualifier and former General Agent Partner, Eric is committed to guiding his team and members with integrity and care. He resides in Hamden, Connecticut, with his wife of 25 years, Marna, and is an avid New York Yankees fan. Key Responsibilities: • Assist the local team with client communication, appointment coordination, and the full business development cycle, • Help prepare personalized planning materials, reports, and documentation, • Maintain accurate and compliant client records, • Participate in client meetings, supporting follow-through and service, • Engage in marketing and outreach efforts to help grow the client base What Were Looking For: • Strong interpersonal and organizational skills, • Professionalism and attention to detail, • Motivation to grow within the financial planning field, • A passion for helping others achieve long-term goals, • Bachelors degree (preferred) or equivalent experience, • Openness to obtaining required licenses and certifications If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team. Flexible work from home options available.

Job Description Compensation: $100,000 – $125,000 base plus bonus + benefits, depending on experience About the Role: Our client is a top-producing wealth management practice with a small, close-knit team with a culture of direct communication, collaboration and growth. They are seeking an experienced, tech-savvy professional who thrives in a fast-paced environment and can quickly shift gears while delivering high-quality planning support. This role is designed for someone with deep planning expertise who can provide strategic plan recommendations. Responsibilities: • Interpret and analyze client situations, providing proactive insights and recommendations, • Research and design customized planning strategies, leveraging financial planning software, • Collaborate with advisors to build and refine complex financial plans tailored to client needs, • Manage plan creation, updates, and deliverables with a high level of accuracy, • Support client meetings by preparing materials, running scenarios, and handling follow-up tasks, • Sit in on meetings to explain complex plan strategy as needed, • Partner with the operations and service teams to ensure seamless client experience, • Balance multiple priorities and projects with agility and attention to detail Qualifications: • 5+ years of financial planning/paraplanning experience, • Series 7 & 66, • CFP completed coursework or designation preferred, • Life & Health Insurance license preferred, • Proficiency in trade operations, portfolio analysis & construction, rebalancing, tax loss harvesting and ENV2, • Strong knowledge of financial planning principles and tools; advanced tech proficiency required, • Demonstrated ability to anticipate advisor/client needs and take initiative, • Comfortable working in a small team environment with straightforward communication style

Job Description On behalf of our client, we are conducting a search for a Lead Financial Advisor to anchor and grow an emerging presence in the Stamford or Greenwich area. This opportunity is designed for a CFP or CFA who wants to deliver sophisticated planning and relationship leadership without the pressure of bringing a portable book of business. A transferable book is not required. THE OPPORTUNITY This role offers the ability to function as a true Personal CFO for high net worth and ultra high net worth clients. The advisor will serve as the primary relationship lead and will design, implement, and oversee comprehensive wealth management strategies aligned with clients long term life and financial objectives. The firm provides • Strong brand credibility and national infrastructure, • Centralized investment, planning, and operational support, • Equity participation and long term ownership pathway, • Growth capital and marketing support in an emerging market This is an opportunity for an advisor who values depth of planning, intellectual rigor, and long term client impact over transactional production models. WHAT YOU WILL DO • Lead complex, holistic financial planning engagements across investments, tax strategy, estate planning, retirement planning, and risk management, • Serve as the senior relationship quarterback for client households, • Collaborate with internal specialists and external professionals to deliver integrated solutions, • Build meaningful presence within the Stamford and Greenwich professional community, • Develop referral relationships with custodial and professional partners, • Mentor and collaborate with a local service team to ensure exceptional client experience WHO THIS IS IDEAL FOR • CFP or CFA with 6 plus years of wealth management or advanced planning experience, • Advisor operating in a private bank, wirehouse, or RIA model who wants deeper planning engagement, • Professional seeking equity and long term ownership participation, • Advisor motivated by fiduciary advice and client centric culture rather than product distribution, • Individual with strong local credibility who wants to build strategically without being required to transition assets COMPENSATION AND STRUCTURE • Competitive base salary, • Discretionary year end profit sharing, • Restricted equity grants at hire, • Accelerated pathway to ownership participation, • Comprehensive benefits and retirement match This role will initially operate with flexibility as the Stamford or Greenwich presence continues to expand. The long term vision includes a permanent local office environment with collaborative in person engagement.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently looking to expand to Stamford. Here’s where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we’re ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams. Take our Values in Action Self-Assessment to see how our values align! Your Role: • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”, • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning, • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor, • Proactively develops and expands relationships within the community, • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team, • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc., • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service. What Will Set You Apart:, • Candidates must have a four-year degree, • Required professional designation: CFP®, CPA, CFA, or JD. Candidates who do not hold the CFP® designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment., • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm, • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis, • Unquestioned commitment to integrity in personal and professional activities, • Highly motivated with ability to function well in a fast-paced environment, • Self-starter by nature, • Excellent organizational, leadership, communication and presentation skills, • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities., • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt positionCompensation:, • Pay: $150K – $350K+ (base salary + variable compensation based on revenue growth), • Profit share: Additional opportunities for discretionary year-end profit sharing, • Equity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest Ownership & Financial Wellbeing, • Fully paid medical, dental, and vision coverage for employees, • 401(k) with 100% match up to 3% of annual compensation, • Equity ownership opportunities for every employee, • New Business Incentive Program, • Generous employee referral bonus, • Cell phone data reimbursement, • Financial planning services discount for employees and immediate family members Time & Flexibility, • Minimum 3 weeks PTO starting Day 1, • Winter Break, Summer Friday flex-days, and 10 paid holidays, • Unlimited Volunteer Time Off plus company grant matching, • Heavily subsidized transit Growth & Development, • 100% reimbursement for required training, certifications, licensing, and dues, • Personal career development plans, • Richer Life Business Partner (coaching for all employees), • Mindful Emotional & Social Intelligence training, • Annual professional & personal wellbeing stipend Connection & Community, • Quarterly team-building events, • Regular social events, • Employee-led book clubs, committees, and affinity groups Family & Milestones, • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent), • Adoption benefits

Job Description People Placers Staffing is currently representing a distinguished legal institution in their search for a sophisticated practitioner to join their esteemed Private Clients Group. This is a rare opportunity to join a premier regional powerhouse known for its commitment to excellence and long-term career development. § Title: Senior Private Wealth Counsel | Partnership-Track Associate Practice Area: Sophisticated Estate Planning and Fiduciary Wealth Management § Location: Greenwich, Connecticut (Premier Fairfield County Location) § Salary: $195,000 to $325,000 Base Salary (Plus comprehensive bonus eligibility and a premium benefits package) § Schedule: Full-time, Direct-Hire, Minimum 1,850 hours annual billed target § The Firm Our client is a preeminent legal staple in Connecticut, consistently distinguished by Chambers and Partners with Tier 1 rankings in Private Wealth Law. With a storied history spanning over six decades in the Greenwich community, the firm has cultivated an enviable reputation for advising high-net-worth individuals and multi-generational families on their most sensitive and complex legal needs. Recognized by Martindale-Hubbell with top-tier ratings, the firm provides a collegial and team-oriented atmosphere that prioritizes professional longevity and mentorship. This position sits within an elite group of practitioners who serve as trusted advisors to some of the most affluent estates in the Northeast, offering a platform that combines the sophistication of a large metropolitan practice with the culture and accessibility of a regional leader. § Duties The successful candidate will play a critical role in the design and execution of bespoke wealth transfer strategies for a high-net-worth clientele. This position demands a high degree of autonomy and the ability to manage complex fiduciary matters from inception through completion. Core responsibilities include: ⨖ Architecting and drafting comprehensive testamentary and lifetime transfer instruments, including sophisticated wills, revocable and irrevocable trusts, and ancillary directives. ⨖ Leading client conferences to identify objectives and provide strategic counsel on wealth preservation and tax mitigation. ⨖ Overseeing the full lifecycle of probate and trust administration in collaboration with paralegals, fiduciary accountants, and senior partners. ⨖ Reviewing and preparing complex tax filings, including federal and state gift tax returns (Form 709), estate tax returns (Form 706), and fiduciary income tax returns (Form 1041). ⨖ Executing deep-dive tax research regarding evolving federal and state statutes to ensure optimal compliance and strategic positioning for client portfolios. ⨖ Advising institutional and individual clients on philanthropic endeavors and the establishment of charitable planning vehicles. § Qualifications ⨖ Juris Doctor (J.D.) from an ABA-accredited law school with a record of academic distinction. ⨖ Active admission to the Connecticut Bar, or a demonstrated willingness and eligibility to obtain admission promptly. ⨖ Four (4) to ten (10) years of substantive experience specifically focused on Trusts and Estates within a reputable law firm environment. ⨖ Proven expertise in drafting complex estate planning documents for individuals with significant net worth. ⨖ Direct experience in the administration of large, multi-faceted estates and trusts within the Connecticut probate system. § Skills ⨖ An L.L.M. in Taxation or Estate Planning from a highly regarded graduate law program. ⨖ Exceptional interpersonal skills and the emotional intelligence required to navigate sensitive family dynamics and multi-generational wealth discussions. ⨖ Superior technical writing abilities with a focus on precision and clarity in complex legal drafting. ⨖ A professional philosophy aligned with long-term career growth and a desire to contribute to the firm’s continued legacy in the Greenwich market. ⨖ Strong analytical capabilities regarding fiduciary accounting and the financial implications of varied trust structures. !Notice¡ *This a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment. and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.

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 We are seeking a skilled and compassionate Phlebotomist to join our team. This role plays a critical part in patient care by expertly performing venipunctures and other specimen collections, ensuring the quality and accuracy of samples, and supporting the smooth operation of our laboratory. This position involves a blend of hands-on patient interaction, meticulous sample handling, and collaboration with a high-energy team. Key Responsibilities: • Perform blood draws with skill and care, ensuring patient comfort and accuracy., • Collect, label, and store specimens as per established protocols., • Execute specimen handling tasks, including centrifuging, freezing, and packaging for transport., • Verify all test requisitions with computer labels to maintain accuracy., • Explain procedures to patients courteously, assisting with specimen collections (blood, urine, fecal)., • Maintain a clean and safe work environment by performing decontamination and recording maintenance., • Follow all OSHA and DEP safety regulations and protocols., • Update and manage patient information with attention to detail., • Assist with troubleshooting, training, and recommending improvements to workflow., • Answer patient inquiries over the phone and provide laboratory results as needed. High School Diploma or GED required. Phlebotomy certification (state-specific if applicable). 2+ years of phlebotomy experience in a fast-paced lab or hospital setting. Proficient with Microsoft Office Suite. Demonstrated proficiency in venipuncture techniques using straight needles and butterfly needles.

Job Description We are seeking a highly skilled, team-oriented Mid-level to Senior Associate Attorney to join our Private Wealth practice. This role is ideal for a mid- to senior-level attorney specializing in high-net-worth (HNW) and ultra-high-net-worth (UHNW) estate planning, wealth preservation, and complex tax strategies. Compensation: • $150,000 - $200,000 annual base salary with plenty of opportunity to earn performance-based incentives bonuses., • 25% origination for any portable book of business brought in., • 10% annual bonus given firm-wide, 2 weeks PTO prorated upon start which increase exponentially year-over-year. Schedule: • Full-time, salaried, direct-hire role., • 1,800 Hours annual billable expectation with bonus tied to exceeding, • Monday-Friday 9AM - 5:30PM, reasonable law firm hours. Experience: 5+ Years of experience as a practicing attorney with a particular focus on Estate Planning, Trusts & Will Administration, Probate experience preferred (not required), Elder Law exposure counselling private wealth & ultra-high net-worth clientele with unique asset protection, wealth preservation and business succession concerns which bring along with them bespoke tax planning (estate, gift, and fiduciary income tax returns) or derivative investing strategies, conservatorships and private credit financing matters which establish PIF structuring and formation, complex fund tranches, family-business & shareholder agreements along with various other estate preservation and wealth management mechanisms. Credentials & Licensure: • Juris Doctorate degree from an ABA-accredited Law School required., • Master's of Laws (LLM) in a relevant finance, wealth management or tax focus preferred., • Bar Licensure in CT or NY (both would be ideal), or the ability to waive in by comity/reciprocity., • A CPA, CFPA, CTFA or similar financial certification would be a strong fit for this opportunity The Firm: Our client is an expanding corporate law firm with over 100 attorneys on staff which has recently expanded into the prestigious Greenwich market while continuing to excel within Manhattan's competitive legal market with roots in Essex County, established for nearly a century. The firm consistently is recognized as among the "Best Firms to Work For" in New Jersey, is in the top ten largest firms in NJ and respected as one of the fastest growing in the Tri-State legal arena. Day-to-Day: The ideal legal counsel for this opportunity will be advising on a variety of wealth management and asset protection strategies with a strong focus on estate planning legal structures such as revocable and irrevocable trusts mixed with tax mitigation strategy (i.e. IDGT's, ILITs SLATs or GRATs), sophisticated wealth transfer approaches (i.e. PPLI's, GST tax, CRUTs, ) and family business succession planning and other deeply familial matters. Ideal Profile: This role is positioned for a legal practitioner with strong financial acumen and interpersonal skill to interface with highly a sophisticated and largely affluent client-base. If you are an associate who has wanted to build your own book of business and operate independently among collegiate peers while passing for the rigidness of big law, this is the opportunity for you. We welcome all those who qualify, regardless of race, religion, color or creed. Inquire within.

Job DescriptionOne Goal, One Passion – Growth is Everything at Window Nation Window Nation is celebrating 20 years and launching our biggest expansion ever. We’re looking for ambitious Outside Sales Representatives ready to own a brand-new market, drive sales, and build lasting client relationships from day one. Join in on a historic market launch, and become a driving force for Window Nation's next era of growth. If you’re a go-getter who thrives in outside sales and loves turning opportunities into results, this is your moment. At Window Nation, we enhance the comfort, safety, and value of homes by providing high-quality, competitively priced window replacement solutions and delivering exceptional customer experiences. We’re committed to being the provider of choice for all window replacements, and that starts with building a diverse, motivated, high-performing team. Our Outside Sales Representatives conduct in-home sales presentations of our extensive array of home improvement-related products and services. Our Outside Sales Representatives live the brand by presenting professionally, demonstrating a wealth of knowledge of the company’s offerings, and otherwise ensuring the best possible sales/post-sales customer experience We're HIRING IMMEDIATELY throughout the Hudson Valley. Sales representatives in Elmsford, White Plains, Pleasantville and other surrounding areas are encouraged to apply! What You’ll Do • Present our industry-leading home improvement products with professionalism and integrity, • Actively listen to customer needs and recommend tailored solutions, • Build relationships that lead to sales and repeat business, • Deliver an exceptional experience from first meeting to post-sale follow-upRole Expectations, • No cold calling - we provide pre-set, high-quality appointments, • Travel to customer homes (may require driving up to 80+ miles one way), • Deliver engaging presentations, provide written estimates, and complete documentation, • Maintain accurate CRM records and guide customers through financing and next steps, • Flexibility for evening and weekend appointments to match homeowner availabilityBasic Qualifications, • High school diploma or equivalent, • 1+ years of customer-facing sales experience, • Valid driver’s license and auto insurancePreferred Skills & Experience, • 1+ years in outside, commissioned, or in-home sales, • Comfortable using iPad-based applications, • Competitive, goal-oriented, and resilient under pressure, • Successful first-year Sales Reps at Window Nation have the potential to earn up to $100,000 annually, with top performers exceeding that!First 90 Days:, • Earn commissions plus guaranteed training pay of up to $2,700/month while you ramp up and learn our proven sales processAfter 90 Days:, • Comprehensive benefits, • Mileage Reimbursement, • Paid vacation, • 401(k) with company match, • President’s Club trips, • Exclusive bonuses, • Company car, • Recognition awards We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description These are the fundamental components of the job: • Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities, • Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance, • Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvement, • Advise on plan design, compliance challenges, and corrective strategies (including failed testing), • Review and evaluate fund line-ups and performance against benchmarks, • Assist with client onboarding, education sessions, and finalist presentations, • Collaborate with internal teams on reporting, plan operations, and participant services, • Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance., • Stay informed about regulatory changes and industry trends to provide proactive advice., • Seek to cross sell business from existing Lawley divisions, • 5+ years of sales and business development experience, • Must possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing education, • Experienced in conducting group and individual employee education meetings, • Bachelor’s Degree preferred, • Microsoft Office experience and skills are a must; Salesforce experience preferred, • Ability to work well independently and on a team, • Incredible attention to detail and organizational skills, • Positive attitude, even in a fast-paced environment, • A passion to make customers and coworkers feel important and valued, • Capability to work quickly and efficiently, • Methodical, yet swift decision-making skills, • Precise verbal and written communication skills, even under time constraints A bit about Lawley! • We are not a call center environment, • We achieve success by building genuine relationships together, with our teams and clients, • We are a family owned insurance broker (70+ years!), • We are deeply committed to the communities we serve and love to get involved, • Competitive salary and referral bonuses!, • Expansive Benefits (Medical, Dental, Vision—and SO many more), • Unsupervised PTO AND a generous holiday schedule – available 1st day!, • Company 401K contribution received starting Day 1 (for participants 21+ years old), • Educational support, career development, and growth opportunities, • Job Security (we’ve never had a lay-off, even during the pandemic), • Flexibility, including hybrid schedules! Business hours 8am-4:30pm with networking/events after hours as needed., • Comfortable, family-oriented culture, with an emphasis on work life balance, • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities), • Fulfilling opportunities that align with your career path and our business needs Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant’s experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.

Job Description Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve their financial goals. You will build personalized, holistic financial plans tailored to every client’s unique needs, maintaining strong relationships with them through every stage of their lives. Job Responsibilities and Duties: • Build and own your book and relationships with your clientele, • Maintain client relationships (97% YoY client retention), • Provide customized financial solutions spanning investments, retirement, insurance, financial planning, tax planning, etc., • Attend client meetings, exhibiting a professional level of financial competency throughout the planning process, • Grow and scale your practice - hire and manage staff, open your own firm (typically 5+ years), • Award-winning training and mentorship program, • Joint-work program to ensure proper support and critical learning during early development, • Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC), • Strong interpersonal and networking skills (required), • Self-starter and highly motivated (required), • Bachelor's degree from a four-year institution (strongly preferred), • History of achievement in fields such as marketing, business development, or sales (preferred), • Athletic or military background (preferred), • Income is largely performance-based and uncapped, • Launch Stipend: $37k, • OTE: Year 1: $100k-$175k l Year 3: $150k-$220k l Year 5: $200k-$300k, • Diversified revenue streams and passive income with client retention, • Medical, Dental, Vision, Life, and Disability insurance, • Flexible schedule

Job Description Becoming an Advisor Becoming a financial advisor at Northwestern Mutual is an opportunity to help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Build personalized, holistic financial plans tailored to every client’s unique needs, • Manage your client’s financial plans to help them achieve their goals Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained advising forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits • Advisor annual earnings of $82K-$250K (years 1-3), • Enhanced income structure to support training and early development, • Renewal income earned for continued client support and financial management, • Bonus programs and expense allowances, • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, • Certified Financial Planner® licensing support, • Fully company-funded retirement package and pension plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Bachelor’s degree (preferred), • A background in finance, marketing, business development, or athletics, • History of success in relationship-building or client-facing roles, • Excellent time-management skills, • Desire for continuous learning and collaboration, • Proficient critical thinking skills, • Strong communicator, • Strong sense of motivation and drive For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers, • Unsurpassed financial strength with total company assets of $366 billion, • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Fortune 500® company (2025) – Ranked 109th, • Forbes’ Best Employers for Diversity (2023), • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023), • 2024 Training APEX Award winner

A confidential, single‑family office affiliated with a sophisticated investment platform is seeking a Family Office / Fund Accountant to join a lean, highly collaborative finance team. This role supports comprehensive accounting and financial reporting across a diverse set of entities, including investment vehicles, operating companies, trusts, and foundations. The position offers broad exposure, direct stakeholder interaction, and meaningful responsibility in a dynamic environment. • Perform core accounting functions including bank reconciliations, daily cash monitoring, journal entries, and month‑end general ledger closes, • Maintain books and records for family‑owned domestic and international for‑profit entities, • Prepare monthly financial statements and supporting schedules across investments, operating companies, foundations, estate planning vehicles, and personal wealth structures, • Produce monthly and quarterly financial reporting packages for internal and external stakeholders, • Assist with the preparation of VAT filings, internal and external budgets, and forecast analyses, • Prepare and/or review annual audit workpapers and assist with audit coordination, • Support ad‑hoc and special projects as directed by senior leadership or clients (scope varies year to year), • Act as a key liaison with internal teams, external advisors, consultants, and service providers, • Communicate directly with family members and stakeholders, including responding to requests that may fall outside traditional accounting responsibilities, in partnership with the broader family office team, • Bachelor’s degree in Accounting or a related discipline, • 2–6 years of relevant experience in public accounting, fund accounting, family office, or comparable financial roles, • Strong understanding of general ledger accounting, financial statements, and reconciliations, • High proficiency in Microsoft Excel and financial reporting tools, • Experience with accounting systems (e.g., QuickBooks or similar platforms) preferred, • Strong organizational skills with the ability to manage multiple entities and priorities simultaneously, • Professional, discreet communicator comfortable interacting with senior stakeholders and family principals, • Detail‑oriented, proactive, and highly dependable, • Comfortable working in a small‑team, high‑responsibility environment, • Able to balance structured accounting work with ad‑hoc, client‑driven requests #ZR

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

Weu2019re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: + Assist customers with questions and recommendations + Manage sales transactions while working assigned cash register + Maintain security of cash and protect company assets + Keep the store well-stocked, and recover merchandise + Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards + Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders + Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable + Other duties as assigned Skills and Experience: + High school diploma or equivalent is preferred + Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred + Ability to follow instructions and interpret operational documents is required + Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting + Excellent customer service and relationship management skills are required + Strong organizational and communication skills are required + Strong problem-solving and decision-making skills are required Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: + Employee Assistance Program + Retirement plans + Educational Assistance + And much more Part time 435 North Ave,New Rochelle,New York 10801 05472 Dollar Tree Min: 16.5 Max: 17

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. A career in our Financia

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding perso

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.

Remote Tax Manager (CPA or EA): Build and lead a new tax division * Pathway to equity partnership * Company Overview Sovereign Financial Group, Inc. is a rapidly growing Registered Investment Advisor (RIA) delivering comprehensive financial planning and investment management to high-net-worth individuals and business owners nationwide. As part of our continued growth, we are launching Sovereign Tax Services LLC - an integrated tax preparation and advisory platform designed to complement our core wealth management offering and deliver a true "under-one-roof" client experience. Role Overview We are seeking a highly capable, entrepreneurial Tax Manager (CPA or EA) to build and lead our tax division from the ground up. This is not a traditional tax role. This is an opportunity to design, implement, and operate a modern tax practice within a fast-growing wealth management firm. The right candidate will combine technical tax expertise with operational leadership and a client-first mindset. Key Responsibilities • Build & Launch the Tax Division, • Lead the setup of Sovereign Tax Services LLC, including workflows, processes, and technology stack (e.g., TaxDome and related tools), • Establish scalable systems for client onboarding, document management, and tax return delivery, • Develop best practices for a modern, efficient, and client-friendly tax operation, • Tax Preparation & Review: Prepare and review federal and state tax returns for individuals, trusts, and small businesses, • Ensure accuracy, timeliness, and full compliance with all applicable tax laws, • Tax Planning & Advisory, • Deliver proactive, strategic tax planning for high-net-worth clients, • Identify planning opportunities across income, investments, retirement, and estate strategies, • Advisor Collaboration: Partner closely with Sovereign's financial advisors to integrate tax strategy into financial planning, • Help elevate the firm's overall value proposition through coordinated advice, • Client Experience: Serve as a trusted point of contact for tax-related client needs, • CPA or Enrolled Agent (required), • 5+ years of experience in tax preparation and review, • Experience working with high-net-worth individuals and/or closely held businesses, • Builder mentality - you're excited to create something from scratch, not just step into a pre-built role, • Operational thinker - you can design systems, not just execute tasks, • Client-first mindset - you understand the importance of service in a wealth management environment, • Opportunity to own and shape an entire division, • Direct integration with a fast-growing RIA platform, • Ability to influence firm-wide strategy and client experience Pay: $125,000.00 - $150,000.00 per year. PLUS Generous Benefits, Bonus, and, Profit Sharing Benefits: 401(k) 401(k) matching Dental insurance Employee stock ownership plan Employee stock purchase plan Health insurance Opportunities for partnership Paid sick time Profit sharing Retirement plan Stock options Vision insurance Work from home Qualifications • CPA or Enrolled Agent (required), • 5+ years of experience in tax preparation and review, • Experience working with high-net-worth individuals and/or closely held businesses, • Builder mentality - you're excited to create something from scratch, not just step into a pre-built role, • Operational thinker - you can design systems, not just execute tasks, • Client-first mindset - you understand the importance of service in a wealth management environment

Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting J. Morgan Advisors' clients, and Middle Office partners.

Wealth Relationship Manager - SAFE ACT - Westchester County. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Proactively source, acquire and expand high value cu

Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. Adhere to profession

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.

Automation & Workflow Product Owner - Wealth Management Platforms. We are looking for a dedicated individual to join our team as an Associate Product Owner within the Automation and Workflow Solution Squad. The Product Owner will work closely with cross-functional teams, utilizing advanced technolog

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 4

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. We are seeking a Vice President to join our OCIO Business Development team, with a focus on the Defined Contribution client segme