Automobile

Financial Advisor (Shelton)

Financial Advisor — Established Book Required ($40M AUM) This opportunity is intended for established Financial Advisors only. To be considered, you must have: (1) a minimum of $40 million in current, transferable client assets under management, (2) a clean U4 with no disclosures or compliance issues, and (3) demonstrated ability to retain and grow client relationships. Candidates without a transferable book of this size will not be considered. WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 2,500 clients and are entrusted with nearly $10 Billion in client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are: Passionate – We show up with energy & enthusiasm every day. Driven – We work tirelessly to achieve exceptional outcomes. Approachable – We always make sure people feel welcome. Candid – We tell it like it is in language you will understand. Caring – We have your back. Firm Priorities Growth We are committed to growth Efficiency We desire to run the firm as efficiently as possible. Exceptional Outcomes We want all our clients and team members to have them. OVERVIEW Your role as a Financial Advisor is central to Procyon's growth. As a trusted expert and the face of the firm to your clients, you will drive new business, close new relationships, and deliver comprehensive, planning-led wealth management that produces exceptional outcomes. This role blends deep technical mastery across investments, planning, tax, and risk with the interpersonal skill to build trust, articulate value, and win. You will leverage Procyon's full platform—dedicated service, planning, investment, and specialist teams—to scale your practice while delivering a white-glove experience at every touchpoint. The ideal candidate is an accomplished, entrepreneurial advisor who is a genuine expert in the field, thrives on business development, and takes ownership of both client relationships and their own growth. QUALIFICATIONS Minimum $40 million in current, transferable client assets under management (AUM) required. This posting is for an established advisor with an existing, portable book of business — not a developing or early-career advisor. Clean U4 required — no disclosures, customer complaints, or regulatory/compliance actions of any kind. Minimum 3 years of experience as a financial advisor, with a demonstrated track record of business development and closing new client relationships. Series 65, or ability to obtain within 3 months of start date. CFP, JD, CPA, or CFA strongly preferred; a genuine expert in financial planning, investments, and wealth strategy. Proven ability to source, cultivate, and convert prospects into long-term clients. Exceptional interpersonal, written, and verbal communication skills, with the ability to explain complex topics simply and persuasively. Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. High personal character and integrity, with a clean compliance record. Team player with a strong work ethic, self-motivation, and a genuine desire to grow your practice. Optional: While not a requirement, familiarity with our tech stack is a plus. Custodians — Charles Schwab and Fidelity CRM — Salesforce Performance Reporting — Black Diamond Financial Planning — eMoney, MoneyGuidePro, FP Alpha JOB DESCRIPTION This position will be working under the direct supervision of Procyon’s Chief Revenue Officer, Harry Kirkpatrick. The Financial Advisor will lead in the following ways: Business Development & Client Acquisition Drive the firm's growth by sourcing, cultivating, and closing new client relationships Build and execute a personal business development plan, leveraging referrals, and Procyon's marketing and PR efforts. Develop Center’s of Influence through networking and events Deliver compelling, expertise-driven presentations clients closing leads and referrals Advisory Expertise & Client Relationships Serve as the trusted lead advisor and subject-matter expert for your clients, delivering planning-led advice across investments, retirement, estate, tax, and risk. Build strong, long-term relationships by understanding each client's goals proactivley Answer client questions with superior service front of mind, always, and coordinate meetings, deliverables, and follow-up. Financial Planning & Wealth Strategy Partner with the Financial Planning team to develop and present high-integrity financial plans Identify gaps in clients'/prospects' plans to generate new business & deepen relationships Provide strategic investment, retirement, estate, tax, and insurance guidance Collaboration & Firm Resources Leverage Procyon's full platform—Client Service Associates, Investment Analysts, firm-managed portfolios, and the Tax, Benefits, Risk, and Trust divisions—to scale your practice. Adhere to the firm's standardized client service and maintain a clean compliance record Collaborate across teams, sharing insights and contributing to a high-performing culture. WHY PROCYON Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm. Travel : Up to 10% of the time between office and event locations Full / Part-time : Full Time Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor

  • Huntington, CT

  • no content

Entry Level Associate Account Manager (Chicago)

Entry Level Associate Account Manager (Technical Recruiter) ALINED Consulting Group is hiring driven, competitive, and growth-minded professionals to join our team as Entry Level Associate Account Managers (Technical Recruiters) . This role is the starting point of your career at ALINED , launching within our Staffing division , where you will learn the fundamentals of recruiting, client delivery, and revenue generation. From there, high performers have multiple upward paths —either advancing within our Staffing vertical or transitioning into our Consulting vertical , based on performance, interest, and business needs. At ALINED, advancement is earned through results—not tenure. The Role As an Entry Level Associate Account Manager (Technical Recruiter), you will be trained on: Technical recruiting and candidate engagement Client delivery and account support Sales fundamentals and business development How ALINED operates across both Staffing and Consulting This role is designed to prepare you for promotion into: Account Manager / Senior Account Manager (Staffing) Consulting Account Manager / Consulting Sales Most top performers are promoted within ~6 months . Responsibilities Learn and execute ALINED’s recruiting, delivery, and client engagement processes Source, screen, and engage technical consultants and candidates Coordinate interviews, onboarding, and placements for client engagements Support account teams while learning how to generate and manage business Begin building relationships with hiring managers, directors, and executives Represent the ALINED brand through professionalism, urgency, and follow-through Collaborate daily with teammates and leadership to hit individual and company goals Why ALINED? Clear entry point with defined growth paths Exposure to both Consulting and Staffing business models Merit-based promotions with real responsibility early Long-term upside through bonuses and phantom equity High expectations, high accountability, and high upside

  • Schiller Park, IL

  • no content

Associate Attorney (New York)

Barry McTiernan & Moore LLC is full-service defense litigation firm, built on metrics and driven by results. Modern insurance defense demands more than experience alone. Our KPI-driven approach to litigation management brings structure, accountability, and early insight into every case—prioritizing early optimization, cost control, and informed decision-making. Our proven approach is grounded in a 90-year foundation of defense excellence. The firm excels in general liability claims across various practice areas including negligence, NY State Labor Law, general liability, premises liability, products liability, and other defense matters. Our excellence in all Toxic Tort areas has made the firm a leader in the defense of toxic tort claims. Associate Attorney Role- must be admitted in NY – NJ a plus Barry McTiernan & Moore’s Manhattan office is currently seeking an experienced Attorney to join our General Litigation group. The ideal candidate will be admitted in NY and practicing for a minimum of 3 to 5 years in the areas of premise liability defense and property claims. Must possess experience in all phases of pre-trial litigation as well as strong organization, writing and analytical skills. We value collaboration and diversity among our team members and seek to make the practice of law a rewarding experience. Trial experience is not required but a plus. Responsibilities Represent clients in all phases of litigation. Meticulous compliance with firm and client billing and reporting guidelines. Attend court appearances, hearings, depositions, and case management conferences Conduct complex legal research and discovery. Draft discovery demands and responses, motions, case evaluations summaries, settlement agreements, pleadings, and legal memoranda and other case handling materials in response to client guidelines. Experience and Qualifications 3-5 years admitted and practicing as an Attorney in NY in a defense firm. Labor law is a plus but not required. Admission in NJ is a plus but not required. Superior court knowledge and experience arguing cases. Superior case management and client advocacy skills. Experience drafting briefs and pleadings. Possess excellent oral and written communication skills. Experience taking and defending depositions. Demonstrate strong organizational skills, time management and adherence to strict deadlines. Detail-oriented, self-motivated, and driven with a commitment to excellence. Proficient in Westlaw and/or Lexis. The salary range posted for this position requires a minimum of three years admitted and practicing in a insurance defense litigation firm. We consider all direct transferable skills when making a offer within the posted range. Barry McTiernan & Moore is a firm which focuses their commitment to both our clients and employees. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

  • Grand Central, NY

  • no content

New Product Developer (Brecksville)

AGRANA Fruit is proud to be a Great Place to Work® Certified™ organization , reflecting our commitment to a high-trust, collaborative, and employee-focused culture. As the global market leader in fruit preparations, AGRANA Fruit develops innovative fruit ingredients for the refrigerated and frozen dairy, bakery, and food service industries. In fact, every third cup of yogurt consumed worldwide contains fruit prepared by AGRANA. If you're looking to join an innovative, collaborative company where your work directly supports world-class food manufacturers, AGRANA Fruit offers an exciting opportunity to grow your career. Position Summary AGRANA Fruit is seeking a Product Developer to join our Product Development team at our Corporate Headquarters in Brecksville, OH. As an active member in the New Product Development team, the job owner demonstrates creativity, agility, and rigor within the product development process. Key Responsibilities Lead development and innovation process for specific customer accounts. This involves receiving customer brief, structure of the project, required research, formula development, sample submissions, risk analysis, trial, launches and all customer contact for project follow up. Prioritize and manage all product development efforts within the customer team to adequately service our customers. As key asset of customer satisfaction and aligned with sales strategy, implement continuous improvement of service level in product development. Guarantee NPD process compliance with quality and safety guardrails and regulations, Comply to the raw material approval process in synergistic collaboration with Procurement Specialist function to guarantee timely availability of raw materials for product brief execution, and to support the development of new ingredients, packaging, suppliers, and raw material optimization. Collaborate with the Pilot Plant Team to ensure the realization of all product samples to be delivered to the customers within the requested timeframe. Responsible for delivering precise product trial details and collaborating with the Commercialization team to guarantee accurate and on time set up of factory trials. Active participation in scale up and industrial trial, contributing to new process development and improvement. Collaborate and align with Technical Service and Production teams for successful commercialization of new products. Ensure accurate and timely reporting of product development activities to key stakeholders. Required Qualifications BS in Food Science, Food Technology, Chemistry, Biology 3-5 years of food industry product development experience leading projects from concept to commercialization Demonstrated knowledge and experience in food technology, ingredient technology and food & beverage processing. Knowledge of regulatory requirements and labelling. Experience in sensory analysis. Ability to manage multiple complex projects simultaneously. Prior SAP Experience Benefits AGRANA Fruit offers a competitive compensation and benefits package designed to support the health, wellness, and financial well-being of our employees, including: Competitive salary Comprehensive benefits, including wellness program 401k plan with company match Paid time off Career development opportunities Collaborative, employee-focused work environment Why Join AGRANA Fruit? At AGRANA Fruit, you'll become part of a global organization recognized for innovation, quality, and collaboration. Our employees play an essential role in supplying leading food manufacturers around the world while enjoying opportunities for professional growth in an inclusive and supportive workplace. Apply Today Interested candidates are encouraged to submit an application or contact: [email protected] Learn more about career opportunities at https://agranajobs.com/

  • Brecksville, OH

  • no content

Strategic Account Representative-Key Accounts (Boise)

Strategic Account Representative-Key Accounts Bring more to life. Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology? At Pall Corporation, one of Danaher’s 15 operating companies, our work saves lives—and we’re all united by a shared commitment to innovate for tangible impact. You’ll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher’s system of continuous improvement, you help turn ideas into impact – innovating at the speed of life. As a global leader in high-tech filtration, separation, and purification, Pall Corporation thrives on helping our customers solve their toughest challenges. Our products serve diverse, global customer needs across a wide range of applications to advance health, safety and environmentally responsible technologies. From airplane engines to hydraulic systems, scotch to smartphones, OLED screens to paper—everyday Pall is there, helping protect critical operating assets, improve product quality, minimize emissions and waste, and safeguard health. For the exponentially curious, Pall is a place where you can thrive and amplify your impact on the world. Find what drives you on a team with a more than 80-year history of discovery, determination, and innovation. Learn about the Danaher Business System which makes everything possible. The Key Account Representative (GAR) is responsible in managing customer relationships regionally/geographically with a single or multiple segments/locations of Global Customer Companies (Mainly Micron BOISE & Manassas Global foundries in Malta for now. Can be changed or added in future) across the Semiconductor industry. He / she focused on serving the customer’s global footprint within a defined region/geography/location(s), implementing a focused growth strategy by account, to create value for the customer by utilizing the resources across Pall and therefore achieving competitive differentiation and profitable growth. The GAR will be responsible to achieve core growth (Orders & Shipments), within allocated SG&A for specific Global Strategic Account(s) or section/part thereof. This position reports to the Global Strategic Account Manger and is part of the MicroE Global Strategic Account Team located in United States of America (preferably BOISE Idaho or West US) and will be a remote role. In this role, you will have the opportunity to: Implement account strategies & plans, designed to achieve order, revenue, and margin projections for Assigned Account (s) Communicate and Implement negotiated commercial terms Monitor Competitive Activity and report back to Global Account Manager Maintain Customer Profile and SWOT for Assigned Accounts Including Sales Potential, Operating Structure, Sites, Contacts, and Other Information as needed Leveraging Marketing (Product Management, Product Planning), SLS, Regional Sales & Commercial Operations / Customer Service to serve assigned customer(s) and identify and communicate unmet customer needs, new product development through partnering with Technology, Marketing & SLS The essential requirements of the job include: Bachelor's Degree required, preferably in Chemical, Mechanical Engineering or Science Minimum 3 years of experience in Sales/key account management experience - preferably in the Semiconductor Industry Excellent communication skills, Analytical, structured thinking and highly proactive Demonstrates expertise in partnering with customers, building sustainable relationships and leveraging customer insights and decision criteria to drive solutions and strategies across the organization Flexibility and adaptability to changing business requirements, processes, and priorities. Travel, Motor Vehicle Record & Physical/Environment Requirements: Ability to travel domestically up to 45–55% as required, with reduced travel expected for candidates based in Idaho. Must have a valid driver’s license with an acceptable driving record Pall Corporation, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it’s a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info. At Pall we believe in designing a better, more sustainable workforce. We recognize the benefits of flexible, remote working arrangements for eligible roles and are committed to providing enriching careers, no matter the work arrangement. This position is eligible for a remote work arrangement in which you can work remotely from your home. Additional information about this remote work arrangement will be provided by your interview team. Explore the flexibility and challenge that working for Pall can provide. The base salary range for this role is $110,000 – $130,000. This role is also eligible for Sales Incentive Plan (SIP). The total target compensation at plan (base SIP) is $157,000 – $185,000 annually. Actual SIP earnings may exceed or fall below the target based on individual sales performance. This is the range that we in good faith believe is the range of possible compensation for this role at the time of this posting. This range may be modified in the future. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Join our winning team today. Together, we’ll accelerate the real-life impact of tomorrow’s science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life. For more information, visit www.danaher.com. Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. The U.S. EEO posters are available here. For candidates who are based outside of New York City or who are applying for roles outside of New York City, for more information about conditions of any job offer please click here. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact:1-202-419-7762 or [email protected].

  • Boise, ID

  • no content

Hedge Fund – AI Implementation Specialist – New York, NY (Midtown) (New York)

FIRM OVERVIEW J. Goldman & Co., L.P. (“JGC”) is an independent investment manager founded in 1986 by Jay G. Goldman and has been in continuous operation for almost four decades. JGC’s investment philosophy is based upon fundamental analysis, a comprehensive understanding of the capital markets, and disciplined execution on investment ideas. JGC seeks to achieve attractive risk-adjusted returns in all market conditions with low correlation and low volatility. The firm employs a rigorous process to identify, evaluate, and allocate capital to the best ideas of its investment professionals. JGC is a meritocracy where teamwork is demanded, talent is rewarded, and absolute integrity is required. The firm is seeking an AI Implementation Specialist to work with our Head of Data on the firm's AI efforts. The AI Implementation Specialist will interact directly with the firm's Portfolio Managers and Analysts across all equity sectors. This individual will learn how each sector team generates, researches, and evaluates investment ideas in order to enhance or develop AI tools to make those processes more efficient. The role combines hands-on technical work with a strong understanding of the investment process. The ideal candidate can identify useful applications of AI, build and test tools using firm data, and communicate effectively with investment professionals about where those tools can add value. RESPONSIBILITIES Collaborate directly with Portfolio Managers and Analysts to understand their investment processes and identify areas where AI tools could be successfully integrated to drive efficiency and generate alpha. Conduct in-depth analysis across various investment workflows, such as research and news flow ingestion, financial modeling, portfolio management and idea generation to surface insights and recommendations. Translate requests into clear, well-defined product specifications. Work with Data team to build, test and release new tools, leveraging Python, SQL, Databricks, LLM APIs, and MCP connectors. This may include developing notebooks, jobs, SQL warehouses, and Genie spaces within Databricks. Maintain comprehensive documentation of the firm’s AI resource library and facilitate ongoing training and education for the investment team. Manage requests from multiple investment teams and prioritize projects based on their potential impact. Maintain a constant line of communication with the investment team to collect feedback and measure the impact of tools and automation. Partner with Compliance team to ensure that all workflows conform to security guidelines set by the firm. DESIRED SKILLS AND EXPERIENCE Qualifications: The ideal candidate will have: 3 years of experience, ideally working directly with investment professionals at a hedge fund, long-only manager, or sell-side research desk. The candidate should understand the investment process and the cadence of research, earnings, and other events throughout the investment calendar. Strong hands-on coding skills in Python and SQL, with the ability to write code that meets engineering standards and can be reviewed and maintained by others. Practical experience with Databricks is required. Hands-on experience with LLM application patterns, including retrieval, evaluation, tool use, and agentic workflows. The candidate should understand where these approaches can fail and be able to identify potential limitations before building a tool. Excellent communication skills – the ideal candidate will have the ability to lead productive working sessions with Portfolio Managers and Analysts to understand their needs and create an actionable solution. Strong judgment in assessing whether a project will meaningfully improve an investment team’s workflow. Competencies: To perform the job successfully, an individual should excel in the following areas: Problem Solving & Innovation- the individual identifies and resolves problems in a timely and creative manner, gathers and analyzes information skillfully and maintains confidentiality. Project Management & Planning - the individual possesses impressive organizational skills, prioritizes and plans work activities and uses time efficiently. Interpersonal skills- the individual maintains confidentiality, remains open to new ideas, effectively communicates and partners with others at the firm. Quality control- the individual demonstrates accuracy, thoroughness, monitors work to ensure quality and possesses a strong attention to detail. Judgement & Ethics- Display consistently strong judgment and high ethical standards to set an example for the firm. Instills confidence with investors and employees in the compliance culture, policies, and procedures. Dependability- the individual is consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance. Written communication- the individual demonstrates superior writing/drafting skills, presents information clearly and concisely, and is able to read and interpret written information with ease. The Firm offers a total compensation package that includes a base salary and discretionary performance-related bonus, as well as a comprehensive benefits package. Consistent with New York City’s Pay Transparency Law, the currently anticipated base salary range for this role is $125,000 to $175,000, which is specific to New York City and New York State. When crafting an offer of employment and total compensation package for candidates, the Firm may incorporate a variety of factors, including, but not limited to, an individual’s experience level and qualifications. The Firm is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran’s status, sexual orientation, or any other protected factor.

  • Grand Central, NY

  • no content

Licensed Customs Broker / Entry Writer (Elizabeth)

Are you keen to develop your knowledge and leadership skills as part of a team in a world class logistics provider? Do you have what it takes to be a leader in the fast paced and dynamic supply chain industry? If yes, then Mainfreight may be right for you. We are looking for someone that can handle both entry writing and import airfreight operations. What your day may look like Impress our customers with operational & customer service excellence. Help implement new accounts, streamline efficiencies and providing great customer service. Be responsible for managing and exceeding all KPIs as well as helping with the growth of the branch. Determine classification for a wide variety of commodities based on information provided on commercial invoice and through consultations with the client and your colleagues. Determine proper valuation for accurate duty calculation Prepare and submit various types of entry documents. Maintain brokerage records. Monitor entry status for Customs and PGA release. Upon release, prepare delivery order and confirm delivery. Prepare and/or process duty billings as required Prepare PGA transmissions and/or documentation related to those agencies. And ensure duty payments are made timely – a key compliance role! The Candidate You are results driven and strive to achieve excellence You are confident and self-aware, with a high level of reflection You take responsibility and have a solution focused, pro-active approach You combine a sharp customer focus with the necessary analytical skills and required conviction You are looking for a long term relationship in a company where you can develop and grow your career Why Mainfreight? A 'family' culture in a stimulating, pragmatic and commercial environment A development program with a high degree of autonomy and plenty of room for personal initiatives A dynamic and exciting international market and organization which provides the ambitious professional with many opportunities Apply now!

  • North Elizabeth, NJ

  • no content

Remote Sales – Work From Home | Flexible Schedule (Thornton)

We are looking for motivated, driven individuals to join our growing sales team in a 100% remote, work-from-home opportunity . This position is ideal for someone who enjoys working with people, building relationships, and wants an income opportunity where performance directly impacts earnings. No prior insurance experience is required—we provide training, mentorship, and guidance to help you get started. What We Offer: 100% Remote / Work From Home Flexible schedule Training and mentorship Opportunities for professional and leadership growth Performance-based income Multiple revenue streams Support from an experienced team What We're Looking For: Strong communication and interpersonal skills Self-motivated and goal-oriented Comfortable speaking with clients and prospects Willingness to learn and follow a proven system Ability to work independently in a remote environment Previous sales or customer service experience is a plus, but not required Learn More About Us: To learn more about PSI Groups and the opportunity visit our website If you're looking for a remote sales opportunity with flexibility, training, and room for growth , we'd love to connect with you.

  • Eastlake, CO

  • no content

Financial Advisor (New York)

Are you looking for a financial advisory role where advice truly comes first? Do you want to work with sophisticated clients, deliver comprehensive planning, and build long-term relationships in a collaborative, fee-only fiduciary environment? Altfest Personal Wealth Management — one of New York’s most respected independent wealth management firms — is seeking an experienced Financial Advisor to join our growing team in New York City. For more than 40 years, Altfest has been a leader in objective, client-first financial advice. As a nationally recognized independent RIA, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture centered on intellectual curiosity, collaboration, and professional growth. This is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice — not product sales or asset gathering quotas. We operate on a hybrid schedule (2 days in-office / 3 days remote), offering flexibility while maintaining meaningful collaboration and mentorship across the team. What You’ll Do Lead Deep Client Relationships Serve as the lead advisor and trusted partner for high-net-worth clients and families Build long-term relationships grounded in trust, responsiveness, and thoughtful guidance Act as the quarterback across all aspects of clients’ financial lives Deliver Sophisticated Financial Planning Develop and oversee comprehensive financial strategies spanning: Retirement planning Investment strategy Tax planning Estate and legacy planning Risk management Cash flow and wealth transfer strategies Translate complex financial concepts into clear, actionable recommendations Provide Investment Guidance Partner with the investment team to deliver customized portfolio strategies aligned with client goals and firm philosophy Guide clients through market events and evolving financial circumstances with confidence and clarity Qualifications 7 years of wealth management or financial planning experience preferred CFP® designation strongly preferred (or actively pursuing) Experience leading client relationships independently Strong expertise in holistic financial planning Exceptional interpersonal and communication skills Highly organized, proactive, and detail-oriented Collaborative mindset with a strong commitment to fiduciary advice Bachelor’s degree from an accredited institution Compensation & Benefits Base salary starting at $130,000 plus incentive compensation, commensurate with experience Comprehensive benefits package including: Fully paid medical coverage (no in-network copays or deductibles) Dental and vision insurance Life insurance, AD&D, and disability coverage Flexible Spending Account (FSA) Generous 401(k) match with Traditional and Roth options Fully paid parental leave Hybrid work flexibility (2 days office / 3 days remote) This Role May Be a Great Fit If You: Want to work in a true fee-only fiduciary environment where advice is fully aligned with client interests Enjoy building deep, multigenerational client relationships Thrive on solving complex financial planning challenges Prefer collaboration and long-term client impact over sales-driven culture Are seeking a long-term career path with opportunities for leadership and continued professional development Value working alongside highly experienced, intellectually curious professionals Why Altfest? Altfest combines the reputation and resources of an established national firm with the culture and collaboration of a boutique advisory practice. Advisors here are empowered to do their best work while continuously developing their expertise and careers. We are proud to be recognized as: Crain’s New York Business – Best Places to Work (2020, 2022, 2023, 2024, 2025) InvestmentNews – Best Places to Work for Financial Advisors (2024, 2025) Altfest Personal Wealth Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, veteran status, or any other protected status under applicable law.

  • Grand Central, NY

  • no content

Financial Advisor (Springfield)

Financial Advisor Location: Springfield, MO Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. We’re seeking entrepreneurial minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial decisions through every stage of life. You’ll have access to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy. What You’ll Do As an Eagle Strategies IAR, you’ll help clients make informed financial decisions across every aspect of their financial lives. Your planning process centers around seven core planning pillars: Cash Flow & Wealth Management Retirement Planning Tax-Efficient Planning Strategies Estate & Legacy Planning Investment Strategy & Portfolio Management Risk Management & Asset Protection Business Planning & Succession Strategies You’ll work closely with clients to: Develop comprehensive financial plans tailored to each client’s goals and values. Create coordinated strategies that integrate investments, taxes, insurance, retirement, and estate considerations. Guide clients through life’s major financial decisions with proactive advice and ongoing planning. Build and maintain long-term relationships based on trust, education, and accountability. Collaborate with specialists to provide sophisticated planning solutions when appropriate. Stay current on market trends, tax law changes, and financial planning strategies to continually deliver exceptional advice. Why Eagle Strategies Unlike many traditional firms, Eagle Strategies provides advisors with the flexibility to build the practice they envision. Fee-Based Planning Offer comprehensive advice through a fee-based advisory model designed to align your success with your clients’ long-term outcomes. Expansive Platform Access a broad universe of investment managers, planning tools, and financial solutions without being limited to proprietary products or captive offerings. Entrepreneurial Freedom For advisors who desire greater flexibility, Eagle Strategies offers the opportunity to establish your own DBA (Doing Business As) and operate your practice under your own brand while leveraging our robust platform, technology, compliance, and operational support. Comprehensive Support You’ll receive: Practice management coaching Training and licensing support Professional development opportunities Marketing and business development resources Advanced financial planning technology Investment research and portfolio resources Ongoing education and professional development Collaborative support from experienced specialists Qualifications We’re looking for IARs who are passionate about helping clients improve their financial lives. Required qualifications include: FINRA Series 7 and Series 66 (or Series 63 & 65), Life & Health Insurance Licenses Strong interpersonal and relationship-building skills Analytical mindset with the ability to simplify complex financial concepts Self-motivated with excellent communication and organizational skills Compensation All IARs affiliated with Eagle Strategies must also be contracted as agents with New York Life. Agents who are also IARs may earn income from both commission-based products and fees generated through managed accounts and financial planning services. 1, 2 Benefits We offer a suite of benefits to those agents who qualify.3 Medical, Dental & Vision Insurance 401(k) Pension Plan4 Life Insurance and Long-Term Disability Insurance Our Philosophy Our advisors don’t simply manage investments—they help clients make better financial decisions. By integrating planning across cash flow, taxes, retirement, estate, investments, risk management, and business planning, we empower clients to build financial confidence and long-term success. If you’re looking to build a planning-first practice flexibility how you develop your practice and the strength of an established platform, we’d love to meet you. About Eagle Strategies Eagle Strategies is a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help clients meet their unique financial goals. With more than 180 years of experience, we have a long history of doing what is best for our clients. Eagle Strategies IARs are also Agents of New York Life and Registered Representatives of NYLIFE Securities LLC. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 1For more information about the commission-based income and benefits for agents, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits 2Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Agents operating under an Introductory (PTAS) Contract are not eligible for benefits. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. 4Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. New York Life Insurance Company is an Equal Opportunity Employer – M/F/Disability/Veteran/Sexual Orientation/Gender Identity. SMRU9086745 exp 8.25.29

  • Springfield, MO

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Assistant Store Manager (Chicago)

ASSISTANT STORE LEADER CHICAGO, IL Serena & Lily is seeking an Assistant Store Leader to be part of the leadership team at our storefront in Chicago, IL. The Assistant Store Leader is responsible for assisting store leadership in establishing and maintaining client services, oversees and is accountable for the operation of a store ensuring maximum sales and profitability through merchandising, inventory, expense control, human resources management, and managing operating costs and shrinkage. This is a wonderful opportunity to be part of a team focused on cultivating client relationships through exceptional service and design support. We are looking for candidates who are available to work fulltime hours which may include weekends and some summer holidays. Our fulltime roles offer a generous benefits package, and additional perks. RESPONSIBILITIES: Master, teach and hold team accountable for embodying and operating by the Serena & Lily Brand Ethos (Innovation, Style, Integrity, Optimism, Expressiveness, Confidence & Appreciation) Ensure Brand Expression is conveyed appropriately at all times Ensure that each client and/or designer receives outstanding client service by providing a warm, friendly environment which includes greeting and acknowledging every client, maintaining outstanding standards, solid product knowledge and all other components of client service Master and teach product knowledge and brand design inspiration Create a warm, welcoming, inspiring on brand client experience Provide relevant design advice, product knowledge and product recommendations Follow up on all orders, order flow, receipt of goods, transfers and troubleshoot when necessary to solve any issues Manage associates in conjunction with the Store Leader in daily aspect of driving sales and running the business Assist store leadership team in daily store operations, including opening, closing, banking, inventory receipt and transfers Contribute to growing the client base, including designer outreach Assist in the leadership of merchandise stock levels, merchandise adjacencies and presentations; signing, and assortment in all departments; ensure selling floor is adequately stocked. Lead and maintain visual standards of the store, per home office directives Maintain visual standards of the store, per home office directive Coach, counsel and continually develop staff: works with Head of Retail Stores & Store Operations and Store Leader on potential employee terminations Any other responsibilities as assigned by Leadership QUALIFICATIONS: 1-3 years of retail leadership experience, interiors/home furnishings field preferred or 1- 3 years as a Store Associate at Serena & Lily Architecture or design experience preferred Ability to work in a team environment Strong sense of personal style Proven ability to lead, motivate and inspire team to achieve excellence Proven ability to deliver excellent client service standard and ability to lead best practice implementation Strong communication and interpersonal skills Willingness to ask questions and seek solutions; self - starter Microsoft Windows proficiency, especially Word and Excel Essential Physical Requirements: Ability to process information and merchandise through computer system and POS system Ability to communicate with associates and clients Ability to read, count and write to accurately complete all documentation Ability to freely access all areas of the store including selling floor, stock area, and register area Ability to operate and use all equipment necessary to run the store Ability to climb ladders Ability to move or handle merchandise throughout the store generally weighing 0-50 pounds Ability to work varied hours/days to oversee store operations COMPENSATION: $65-75k depending on experience. This range represents the low and high end of the anticipated base salary range for this role. The actual base pay is dependent upon many factors, such as: experience, education, and skills The role is bonus eligible Employees (and their families) are covered by medical, dental, vision, and basic life insurance should they choose to participate in Serena & Lily’s benefits. Employees can enroll in our company’s 401k plan. During the first year of employment, full-time employees accrue twenty-one days of PTO and seven paid holidays throughout the year

  • Schiller Park, IL

  • no content

Litigation and Trial Support Specialist (Washington)

Are you an experienced legal professional with prior litigation support and trial experience? This reputable DC law firm is seeking a seasoned Trial Support Specialist to support their high-stakes litigation practice. This role provides the opportunity to play a crucial role in trial preparation, managing litigation databases, coordinating trial logistics, and providing legal support to attorneys and staff throughout the entire trial lifecycle. If you are seeking substantive work in a dynamic environment, value excellence and accuracy, and are excited about the opportunity to partner closely with top DC litigators, submit your resume today for consideration! Key Responsibilities: Manage litigation databases, coordinate with eDiscovery vendors, and serve as the first point of contact for troubleshooting technical issues. Prepare both local and remote trial offices and manage onsite logistics. Train attorneys and other staff with eDiscovery platforms. Coordinate technical logistical details such as power, network, and A/V logistics to provide seamless technology support in the courtroom and throughout trial. Support collection of, processing, and review of trial documents and other relevant correspondence. Manage shipping, set up, and inventory of all trial equipment, conduct equipment test runs to ensure functionality. Why You’ll Love Working Here: Opportunity to work in-person with passionate and dedicated attorneys, in an environment that supports and encourages professional learning. Staff enjoy competitive salaries, paid overtime, annual bonuses and casual dress. Generous benefits include health, dental and vision insurance, matching 401(k), flexible spending, pre-tax transit reimbursement account, and paid vacation and sick leave. What We’re Looking For: Trial knowledgeable. You have at least five (5) years of litigation/trial experience and have strong working knowledge of the entire trial cycle. Legal database expert. You are technologically skilled and can operate on platforms such as Relativity, RelativityOne, CaseMap, iManage, and the entire Microsoft Office Suite with ease. Unflappable. You are an exceptional multitasker and perform well in high-stakes situations, never shying away from big moments or assignments. Socially adept. Building relationships with others is one of your strengths. You consistently exercise good judgement when handling sensitive information. Go bag ready. You are flexible and available for travel and overtime work as necessary. The salary listed reflects the anticipated compensation range for this position. Actual compensation will be determined based on relevant experience, qualifications, location, business considerations, and internal equity. Final offer amounts are determined at the employer’s discretion. Essential to Hawthorne Lane’s success is our ability to attract talent from a range of backgrounds. Our network reflects the diverse community around us, and we believe in a workplace where everyone feels valued and empowered to succeed. Applicants will not be discriminated against on the basis of race, color, creed, religion, sex, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.

  • Mount Rainier, MD

  • no content