National Financial Network jobs in White Plains, NY

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Job Summary: The Sr. Vice President has local and regional responsibility for multiple highly complex clients. This Sr. Leadership role reports directly to the Northeast Regional Managing Director. This is an exciting opportunity to shape strategy & expand Influence in the Northeast. This newly created position for the Northeast region offers a unique opportunity to develop a strategic vision and cultivate a powerful network in an area experiencing consistent and dynamic growth. As a key leader, you will build, innovate, and drive meaningful impact-positioning yourself at the forefront of regional success. In this role, you will work with Producers to help manage and grow their book of business. You will strategize with Producers in acquiring and marketing new business, work to ensure a seamless renewal process for clients, and effectively deliver the resources of NFP to our clients. You will provide expert guidance on all commercial coverage lines, with specialized knowledge in Private Equity, Construction, and Real Estate. Along with your leadership experience, you should have experience servicing or providing oversight of a Commercial Lines BOB with large lines of accounts and complex P&C risk. This is a full-time, hybrid role based in either NYC, Boston, or Albany, NY. While you will have flexibility in your work schedule, a significant number of Advisors and clients are located in and around the NYC tri-state area, making periodic client visits within the region essential. For this reason, it is highly beneficial to be located in the NYC tri-state area and have the ability to travel as needed. Essential Duties and Responsibilities: * Strategize and drive new business growth with producers. * Maintain ongoing relationships with complex and large clients; Act as the subject matter expert on Property & Casualty and carrier products and services. * Prepares renewal proposals for presentation to client, as well as new business proposals. * May visit clients to review insurance programs or introduce new products. * Act on and complete client requests and/or action items that may arise throughout the year. Including but not limited to meeting with Advisors and Account Management Teams on a regular basis to assist with renewal and communication strategy and address client concerns. * May take over client account management on complex accounts. Strategic Responsibilities: * Partner with Producers to provide strategic guidance and tactical support to grow to help manage their book of business, which will include Real Estate, Construction and Private Equity. * Liaise between Producer and Account Management staff to effectively deliver NFP services to clients. * Provide oversight and accountability on client deliverables throughout the year (i.e., renewal policies/summary delivery, stewardship reports, pre-renewal strategies, etc.). * Build and maintain effective NFP corporate relationships. * Assist in finding, selecting, & training the next Strategic Client Managers in the future as the book of business supports the growth. New Business: * Effectively communicate with prospective clients throughout the new business sales cycle. * Assist in closing prospective clients alongside the Producer to include helping on proposals/pitch presentations, analytics, service deliverables, service calendars, etc. * Provide new clients with strategic guidance on timeline/deliverables with NFP. * Assist Producers in obtaining necessary data from prospects and follow up on open items when full submission is not fully completed and received. * Assist assigned Producers in obtaining full submissions from prospects and follow up on open opportunities and prospects. * Prepare and edit proposals from Marketing and present to prospects, with assistance from Producers. * Research, gather details and enter and track leads for Producers using the Salesforce System. * Attend sales calls, partner with Producer to help evaluate and drive the close. Marketing/Renewals: * Responsible for acting on and completing client requests and/or action items that may arise throughout the year with assistance from Account Management teams, including but not limited to: * Responding to new coverage requests, gathering information on a new company, acquisition or project, communicating with carrier markets for quotes and reviewing for accuracy * Meet with Advisor on a regular basis to assist with renewal and communication strategy and address client concerns * Serve as the line of communication between the Advisor and Account Management team to ensure that the renewal process is moving forward in a timely manner; maintain and manage the renewal calendar, perform appropriate outreach and ensure effective communication to clients and Advisors regarding updates on incumbent and alternative options * Negotiate with underwriters as needed * Provide feedback and guidance on proposals as needed * Lead proposal meetings with clients with or without Advisor presence * Document meeting takeaways and next steps; ensure proper execution and follow-up Client Retention: * Coordinate and run midyear/stewardship meetings with clients. * Coordinate broader NFP resources (i.e., Private Equity, Construction, Real Estate Practice, etc.). * Develop and communicate client strategies with broader NFP resources to the local Account Management staff. Knowledge, Skills, and/or Abilities: * Knowledge of all areas of commercial property & casualty insurance coverage with a strong acumen in Real Estate, Private Equity and Construction * Ability to build relationships and drive business growth and retention * Be a self-starter, work independently, anticipate client and team needs and make sound independent decisions * Effective time management and decision-making skills and diligent follow-up skills * Ability to express ideas clearly in both written and oral communications and have excellent presentation skills * Strong Microsoft Excel and PowerPoint skills * Commanding presentation and public speaking abilities * Ability to work in/travel to defined office/s and client visits * Ability to work independently and anticipate client and team needs * Ability to successfully interact with a variety of people/personalities while displaying strong leadership skills * Must be able to read, analyze and reconcile financial reports * Possess technical expertise plus good analytical and problem-solving skills * Ability to handle situations in a calm, courteous and professional manner Education and/or Experience: * BA/BS preferred; Master's degree in relevant subject (e.g., business, statistics, math/science, and actuarial science) highly desirable * More than 15 years of industry and product line experience * Must have retail brokerage experience (can be in addition to, but not limited to only Carrier, Wholesaler, and Intermediary agencies) Certificates, Licenses, Registration: * Property & Casualty Broker's License required upon hire * CPCU or other P&C designation preferred What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $205,000 - $250,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist Monte Nido Rosewood Wickenburg, Arizona At Monte Nido Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate, warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a Primary Therapist to join our multi-disciplinary treatment team. Schedule Options: 4 10-hour shifts or 5 8-hour shifts #LI-ONSITE Total Rewards:: Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing: Competitive compensation Medical, dental, and vision insurance coverage (Benefits At a Glance) Retirement Company-paid life insurance, AD&D, and short-term disability Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Paid time off Professional development And many more! We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Providing individual, group, and family therapy Serving as liaison with families and outpatient providers Interact with insurance companies for pre-certification and utilization management Participating in discharge and aftercare planning Therapeutic meal support, while modeling a healthy relationship with food Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree in clinical counseling or related discipline, at minimum State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC) Prior experience with eating disorders and higher levels of care is helpful Knowledge of diversity, equity and inclusion practices #Rosewood

Facility Name: North Florida Rehabilitation Hospital Schedule: Day Shift, Part Time Your experience matters North Florida Rehabilitation Hospital is part of Lifepoint Health, a diversified healthcare delivery network with facilities coast to coast. We are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. As a Physical Therapist joining our team, you're embracing a vital mission dedicated to making communities healthier . Join us on this meaningful journey where your skills, compassion and dedication will make a remarkable difference in the lives of those we serve. How you'll contribute A Physical Therapist who excels in this role: Put your physical therapy skills to work where they're really needed -evaluate a patient's condition, develop a treatment plan, and help them get better, day by day. You'll also instruct the nursing staff and the patient's families on follow-through programs that build on the progress they've made Communicate patient progress or problems to supervisor and other team members; assist with patient scheduling and post charges daily to patient records Document patient care in accordance with regulatory, licensing, payer and accrediting requirements Instruct patient's family or nursing staff in follow-through programs Maintain equipment and work area in a safe and clean condition Handle job responsibilities in accordance with the Company's Code of Business Conduct, the Corporate Compliance Agreement, appropriate professional standard and applicable state/federal laws Other duties as assigned Why join us... We believe that investing in our employees is the first step to providing excellent patient care. In addition to your base compensation, this position also offers: Comprehensive Benefits: Multiple levels of medical, dental and vision coverage - with medical plans starting at just $10 per pay period - tailored benefit options for part-time and PRN employees, and more. Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match. Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs). Professional Development: Ongoing learning and career advancement opportunities. What we're looking for... Degree from an accredited Physical Therapy program Current and unrestricted Physical Therapy license in the state where services are rendered Current CPR certification Strong organizational and communication skills Connect with a Recruiter Not ready to complete an application, or have questions? Please contact Erika Jones by emailing at ********************************. EEOC Statement "North Florida Rehabilitation Hospital is an Equal Opportunity Employer. North Florida Rehabilitation Hospital is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment." Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.

We save lives while providing the opportunity for people to realize their healthy selves.: Family Therapist Monte Nido Rosewood Scottsdale Scottsdale, AZ At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a full-time Family Therapist to provide therapy to our clients and their families. Our Family Therapists may be scheduled for one evening and one weekend day (in addition to weekdays - 40 hours/week) for the benefit of clients and their families. Anticipated schedule is Tuesday-Saturday #LI-ONSITE Total Rewards:: Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing: Competitive compensation Medical, dental, and vision insurance coverage (Benefits At a Glance) Retirement Company-paid life insurance, AD&D, and short-term disability Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Paid time off Professional development And many more! We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Provide weekly family therapy and caregiver coaching calls Facilitate group therapy for clients and families Provides meal support with clients Participate in ongoing care management Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree, at minimum, in clinical counseling or related discipline. Licensed (or license-eligible) preferred in a counseling field (e.g., Psychologist, LMFT, LCSW, etc.). Prior experience treating those with eating disorders in a residential or inpatient setting is very helpful. Knowledge of diversity, equity and inclusion practices #Rosewood

Facility Name: North Florida Rehabilitation Hospital Schedule: Day Shift, Part Time Your experience matters North Florida Rehabilitation Hospital is part of Lifepoint Health, a diversified healthcare delivery network with facilities coast to coast. We are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. As an Occupational Therapist joining our team, you're embracing a vital mission dedicated to making communities healthier . Join us on this meaningful journey where your skills, compassion and dedication will make a remarkable difference in the lives of those we serve. How you'll contribute An Occupational Therapist who excels in this role: Develop a specialized treatment plan to help him/her achieve as much as possible in regaining his/her well-being through exercise and/or use of prosthetic and orthotic devices. You and your staff will play an important role in his/her recovery Communicate patient progress or problems to supervisor and other team members; instruct patient's family or nursing staff in follow-through programs Document patient care in accordance with regulatory, licensing, payer and accrediting requirements Maintain equipment and work area in a safe and clean condition Handle job responsibilities in accordance with the standards of the Company's Code of Business Conduct, the Corporate Compliance Agreement, appropriate professional standards and applicable state/federal laws Other duties as assigned Why join us... We believe that investing in our employees is the first step to providing excellent patient care. In addition to your base compensation, this position also offers: Comprehensive Benefits: Multiple levels of medical, dental and vision coverage - with medical plans starting at just $10 per pay period - tailored benefit options for part-time and PRN employees, and more. Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match. Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs). Professional Development: Ongoing learning and career advancement opportunities. What we're looking for... Degree from an accredited Occupational Therapy program Current and unrestricted Occupational Therapy license in the state where services are rendered Current CPR certification Strong organizational and communication skills Connect with a Recruiter Not ready to complete an application, or have questions? Please contact Erika Jones at ******************************* EEOC Statement "North Florida Rehabilitation Hospital is an Equal Opportunity Employer. North Florida Rehabilitation Hospital is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment." Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.

This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist Monte Nido Rosewood Scottsdale Scottsdale, AZ At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a full-time Primary Therapist to join our multi-disciplinary treatment team. Anticipated schedule is Tuesday-Saturday #LI-ONSITE Total Rewards:: Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing: Competitive compensation Medical, dental, and vision insurance coverage (Benefits At a Glance) Retirement Company-paid life insurance, AD&D, and short-term disability Employee Assistance Program (EAP) Flexible Spending Account (FSA) Health Savings Account (HSA) Paid time off Professional development And many more! We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Providing individual, group, and family therapy Serving as liaison with families and outpatient providers Interact with insurance companies for pre-certification and utilization management Participating in discharge and aftercare planning Therapeutic meal support, while modeling a healthy relationship with food Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree in clinical counseling or related discipline, at minimum State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC) Prior experience with eating disorders and higher levels of care is helpful Knowledge of diversity, equity and inclusion practices #Rosewood

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Job Summary: The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from your manager. You will take on the role of lead consultant and primary point of contact for assigned clients. The Account Executive will have day-to-day account management for a specific set of clients and will have retention targets and may have revenue goals (rounding out). This is a full-time position, working in our White Plains, NY office. We offer the flexibility of a hybrid schedule. Working in the office is required (other days from home) and is essential for fostering interaction and facilitating your network and career development/mentorship of support staff. Being in-office allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success Essential Duties and Responsibilities: Client Management * Responsible for the client relationship as the point of accountability and participates in the placement process. Understands the client, their risk threshold, and develops the strategy and resources around it. (e.g., retentions, coverages, new placements) Ensures discussions and decisions are documented. * Responsible for growing, maintaining and working with the producer to expand the client relationship (developing strong relationship with various constituents.) * Responsible for knowing the client, their business and insurance objectives, any client changes (over the past year and upcoming) and ensuring complete and accurate information is presented to the marketplace. * Determines proper coverage given the clients risk profile, business objectives (current and future) and risk appetite to insure and mitigate risk. * Pursues opportunities to round out existing client programs, increase limits purchased or provide additional resources or capabilities (i.e. OHS). * Owns the strategic engagement cycle, placement process and communication with the client, including key meetings: placement strategy, proposal, stewardship, etc. * Drives the strategy for and provides final review and sign-off on all client presentations (and other key deliverables) * Collates feedback and data from the client service team as part of the overall placement and servicing process and provides the client with annual stewardship reports and schedule of insurance summaries. * Partners closely with claims for regular claims reviews and other claims services. * Responds to client queries and concerns to resolve questions or issues promptly and identifies additional client touchpoints as needed (i.e. Post Placement meeting). * Ensures NFP Service standards meet or exceed client expectations and protect NFP from E&O's. NFP Team Management * Trains and develops account managers, account coordinators and other members of the service team (with support from Senior AE). Responsible for the team's compliance with NFP's Service Model and established policies and procedures. * Builds strong relationships with internal NFP colleagues - producers, broking, claims, etc. Carrier Relationships and Market Knowledge * Develops and maintains strong relationships with key trading partners (carriers, wholesalers, etc.). Ensures the right markets are approached for the right risks. * Stays up to date on market trends, market dynamics, terms and conditions. Operates as a steward of the broader NFP while engaging in the marketplace. Placement Process * Manages an assigned book of business. Develops and gains alignment of the placement strategy with the client service team, the client and NFP resources (Industry/Risk Practices, Broking, etc) and recommend additional applicable lines of business or coverage enhancements. * Identifies analytic, actuarial and modeling needs and ensures those requests get submitted and result presented to the client with actionable insights. * Brokers core P&C lines or partners with a broking team and oversees the placement of these lines of business. * Negotiates renewal programs with the market. May partner with Broking teams on new placements and monitor such placements. * Prepares premium and coverage comparisons or directs the broking team to provide the same. * Collaborate with the AM to prepare and presents the proposal and recommendations to the client. Obtain client's authorization to bind, confirms carrier binding and provides confirmation of coverage bound to the client. * Other duties and responsibilities as assigned. Sales * Responsible for partnering with Producers during the sales process, including prospect qualification, program review, recommendations, market competition, RFP response, BOR issuance. Works with the producer to identify cross-sell/ upsell opportunities. Knowledge, Skills, and/or Abilities: * Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information * Experience with EPIC or similar agency management systems required * Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook * Self-confident to make sound independent decisions and exhibit leadership skills * Ability to successfully interact with a variety of people/personalities * Possess technical expertise plus good analytical and problem-solving skills and handle situations in a calm, courteous and professional manner * Strong attention to detail, decision-making skills and problem resolution * Flexibility and adaptability to changing priorities, deadlines and technology * Able to work overtime as necessary to meet client and business deadlines Education and/or Experience: * High school diploma or equivalent is required with additional training or education preferred * Typically, more than 5 years of Commercial Lines and industry experience * Keen ability to understand and assess policy forms and endorsements * Must demonstrate strong business writing skills through relevant work and knowledge assessments * Proficiency in Outlook, Word, and Excel * EPIC experience is highly desired Certificates, Licenses, Registration: * P&C Insurance License required upon hire What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $80,000 - $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** Position Overview: Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking an experienced Family Office Accounting Manager. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients. The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, business owners, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the Senior Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry. We believe with the right talent and desire to grow; we can train and onboard you to succeed in your role. Responsibilities: * Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients. * Oversee bill pay functions * Handles day to day for accounts payables functions including vendor management, invoice review and creation of wires for approval. * Prepare cashflow planning for high net-worth clients including budgeting and forecasting. * Prepare/detail review timely and accurate financial reports and analyses. * Perform ad‐hoc financial analyses and execute projects as required. * Maintain client household payroll. * Oversee/train junior staff to ensure accuracy of books and records. * Liaise and develop strong working relationships with internal service team members. Qualifications: * Bachelor's degree in Accounting, Economics, or Finance. Master's preferred * CPA designation is preferred * 3-5 years of related experience * Financial Industry/Family Office experience a plus * Expert in QuickBooks accounting software * Knowledge and expertise in Microsoft Office products. * Excellent attention to detail with high accuracy, excellent organizational skills * Excellent communication and interpersonal skills * "Roll up your sleeves" work ethic, tenacity, and willingness to go the extra mile * Resourceful, decisive, critical thinker * Must be a team player, enthusiastic and reliable Diversity, Equity, Inclusion, and Belonging at Wealthspire Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. * Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. * Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. * Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $94,000 - $111,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** As a Client Service Associate, your primary responsibility is to forge and nurture robust relationships with clients, advisors, and team members across the firm. This dynamic role places you at the forefront of client interaction, addressing a variety of requests such as money movement, account balance inquiries, check re-orders, and charitable giving confirmations, to name a few. You will play a crucial role in managing the flow of client paperwork, ensuring smooth distribution and receipt, while being a reliable point of contact for resolving issues and answering phone calls. Leveraging the power of the CRM application, you will efficiently manage tasks, update client information, and streamline processes, contributing to the overall excellence of client service and support. Your ability to seamlessly blend administrative prowess with personalized client care will be pivotal in delivering an exceptional client experience. Essential Duties and Responsibilities: * Develop and maintain strong relationships with clients, advisors and other team members across the firm. * Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc. * Manage distribution/receipt of clients' paperwork. * Answer phone calls, resolve issues, and/or take messages as needed. * Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc. * Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork. * Prepare client letters/emails as needed. * Assist advisors with scheduling client meetings and calendar management. * Confirm appointments directly with clients, via email and/or phone. * Perform other duties as and when needed. Qualifications: * College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience. * Minimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful). * Numerical accuracy and attention to detail (required). * Ability to prioritize tasks and work in a team environment. * Desire to learn, be resourceful, and think outside the the box. * Professional appearance and manner. * Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus. * Continuously exhibits personal integrity and professional initiative and a personable. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. What We Offer: Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $63,000 -$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. 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. Certifications:Category:Customer Service

This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** Summary: Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking a Family Office Accountant. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients. The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry. We believe with the right talent and desire to grow; we can train and onboard you to succeed in your role. Responsibilities: * Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients. * Handles day to day for accounts payables functions including vendor management, invoice entry and creation of wires for approval. * Prepare cashflow planning for high net-worth clients including budgeting and forecasting. * Prepare timely and accurate financial reports and analyses. * Perform ad‐hoc financial analyses and execute projects as required. * Maintain client household payroll. * Liaise and develop strong working relationships with internal service team members. Qualifications: * Bachelor's degree in accounting or finance from an accredited College or University * CPA eligible and driven to obtain their license * 1-2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm, in general, is preferred. * Financial Industry/Family Office experience a plus * Knowledge of QuickBooks accounting system * Knowledge and expertise in Microsoft office products, in particular Excel and Word * Excellent attention to detail with high accuracy, excellent organizational skills * Ability to take direction from multiple sources with demonstrated follow-through * Effective interpersonal, verbal, and written communication skills * Ability to multi-task and thrive in a fast-paced environment * High level of confidentiality is essential * Commitment to meeting established deadlines and managing time effectively * Self-motivated, confident, detail-oriented, and analytical * Optimism and desire for achievement and growth * Adaptability and openness to change Diversity, Equity, Inclusion, and Belonging at Wealthspire Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. * Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. * Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. * Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. What We Offer: Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $75,000 - $91,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary of Role: This role is for an experienced P&C Account Coordinator/Sr. Account Coordinator. In this role, you will provide support by assisting our Commercial Lines team on Property and Casualty (P&C) accounts. You will support a team of Client Services Managers and Account Executives to service client accounts and help to maintain client relationships. The position requires a great deal of verbal, electronic and other written communications. You will assist the team by providing administrative/operations functions. You may also support the team on new business opportunities. While in this role, you are beginning to have client contact, via more senior team members. You may join meetings and client calls but will be responsible for listening, taking notes and providing follow-up to the team. Under mentorship, you will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process and continue to expand upon industry knowledge through special projects as directed by senior team members. Desired experience is one to several years of Commercial Lines experience. Salary and title will be commensurate with experience and knowledge. This is a full-time role offering the flexibility of a hybrid schedule based in our Plainview, NY office. Working in the office at least a couple of days a week is required and is essential for fostering interaction and facilitating career development. Being physically present allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift Essential Duties and Responsibilities: * Gain exposure to clients and carrier contacts; attend meetings and calls with the Account Management team. * Assists the Account Management Team in preparing insurance for company proposal requests. * Performs policy checking, completes coverage checklists and coverage recommendation letters. * Creates and maintains client files in the Agency Mgmt System-EPIC. When an order comes in: verifies rates, adjusts for any additional premium and expedites invoice. * Assists with billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. * Utilize gained knowledge in administrative, operations or client servicing experience. * Exceptional written, oral, and interpersonal communication skills. * Utilize knowledge in MS Office skills, including Excel, Word, PowerPoint, Outlook and Teams. * Excellent calendar management skills with meeting planning experience. * Ability to work both independently and within a team environment. * Attention to detail and follow-through; maintains a sense of urgency. Knowledge, Skills, and/or Abilities: * Strong desire for a career in insurance and brokerage services * Skilled and adaptable with technology and software * Service-oriented and takes the initiative * Stellar Work ethic and organizational skills * Have a desire to learn and implement * Have a blend of confidence and humility * Have strong interpersonal communication and presentation skills * Have a strong sense of team support and service * Good written and verbal communication skills * Self-confident to make sound independent decisions * Ability to successfully interact with a variety of people * Team player, adaptive to mentoring and continual learning * Possess good analytical and problem-solving skills * May be required to work overtime as necessary * Able to work a weekly, hybrid schedule from our Plainview/Long Island, NY office Education and/or Experience: * Two plus years of related P&C experience and/or related training * High School Diploma or equivalent is required. Additional education preferred * Experience with EPIC or other agency management system required What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000-$65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. NAAIA2025

We save lives while providing the opportunity for people to realize their healthy selves.: Primary Therapist Monte Nido Rosewood Scottsdale and Tempe Scottsdale and Tempe, AZ At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs. We are seeking a per diem Primary Therapist to join our multi-disciplinary treatment team. This position with support on an on-call as needed basis and be required to work at our Day Treatment PHP/IOP program in Tempe and our adolescent residential program in Scottsdale. #LI-ONSITE Total Rewards:: We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Responsibilities Include:: Providing individual, group, and family therapy Serving as liaison with families and outpatient providers Interact with insurance companies for pre-certification and utilization management Participating in discharge and aftercare planning Therapeutic meal support, while modeling a healthy relationship with food Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities Qualifications:: Master's degree in clinical counseling or related discipline, at minimum State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC) Prior experience with eating disorders and higher levels of care is helpful Knowledge of diversity, equity and inclusion practices #Rosewood

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Job Summary: The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from your manager. You will take on the role of lead consultant and primary point of contact for assigned clients. The Account Executive will have day-to-day account management for a specific set of clients and will have retention targets and may have revenue goals (rounding out). This is a full-time position, working in our White Plains, NY office. We offer the flexibility of a hybrid schedule. Working in the office is required (other days from home) and is essential for fostering interaction and facilitating your network and career development/mentorship of support staff. Being in-office allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success Essential Duties and Responsibilities: Client Management * Responsible for the client relationship as the point of accountability and participates in the placement process. Understands the client, their risk threshold, and develops the strategy and resources around it. (e.g., retentions, coverages, new placements) Ensures discussions and decisions are documented. * Responsible for growing, maintaining and working with the producer to expand the client relationship (developing strong relationship with various constituents.) * Responsible for knowing the client, their business and insurance objectives, any client changes (over the past year and upcoming) and ensuring complete and accurate information is presented to the marketplace. * Determines proper coverage given the clients risk profile, business objectives (current and future) and risk appetite to insure and mitigate risk. * Pursues opportunities to round out existing client programs, increase limits purchased or provide additional resources or capabilities (i.e. OHS). * Owns the strategic engagement cycle, placement process and communication with the client, including key meetings: placement strategy, proposal, stewardship, etc. * Drives the strategy for and provides final review and sign-off on all client presentations (and other key deliverables) * Collates feedback and data from the client service team as part of the overall placement and servicing process and provides the client with annual stewardship reports and schedule of insurance summaries. * Partners closely with claims for regular claims reviews and other claims services. * Responds to client queries and concerns to resolve questions or issues promptly and identifies additional client touchpoints as needed (i.e. Post Placement meeting). * Ensures NFP Service standards meet or exceed client expectations and protect NFP from E&O's. NFP Team Management * Trains and develops account managers, account coordinators and other members of the service team (with support from Senior AE). Responsible for the team's compliance with NFP's Service Model and established policies and procedures. * Builds strong relationships with internal NFP colleagues - producers, broking, claims, etc. Carrier Relationships and Market Knowledge * Develops and maintains strong relationships with key trading partners (carriers, wholesalers, etc.). Ensures the right markets are approached for the right risks. * Stays up to date on market trends, market dynamics, terms and conditions. Operates as a steward of the broader NFP while engaging in the marketplace. Placement Process * Manages an assigned book of business. Develops and gains alignment of the placement strategy with the client service team, the client and NFP resources (Industry/Risk Practices, Broking, etc) and recommend additional applicable lines of business or coverage enhancements. * Identifies analytic, actuarial and modeling needs and ensures those requests get submitted and result presented to the client with actionable insights. * Brokers core P&C lines or partners with a broking team and oversees the placement of these lines of business. * Negotiates renewal programs with the market. May partner with Broking teams on new placements and monitor such placements. * Prepares premium and coverage comparisons or directs the broking team to provide the same. * Collaborate with the AM to prepare and presents the proposal and recommendations to the client. Obtain client's authorization to bind, confirms carrier binding and provides confirmation of coverage bound to the client. * Other duties and responsibilities as assigned. Sales * Responsible for partnering with Producers during the sales process, including prospect qualification, program review, recommendations, market competition, RFP response, BOR issuance. Works with the producer to identify cross-sell/ upsell opportunities. Knowledge, Skills, and/or Abilities: * Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information * Experience with EPIC or similar agency management systems required * Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook * Self-confident to make sound independent decisions and exhibit leadership skills * Ability to successfully interact with a variety of people/personalities * Possess technical expertise plus good analytical and problem-solving skills and handle situations in a calm, courteous and professional manner * Strong attention to detail, decision-making skills and problem resolution * Flexibility and adaptability to changing priorities, deadlines and technology * Able to work overtime as necessary to meet client and business deadlines Education and/or Experience: * High school diploma or equivalent is required with additional training or education preferred * Typically, more than 5 years of Commercial Lines and industry experience * Keen ability to understand and assess policy forms and endorsements * Must demonstrate strong business writing skills through relevant work and knowledge assessments * Proficiency in Outlook, Word, and Excel * EPIC experience is highly desired Certificates, Licenses, Registration: * P&C Insurance License required upon hire What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $80,000 - $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit ******************** Internship Description: Our 10-week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. Following our two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program. Responsibilities: * Assist with the development of client financial plans * Participate in portfolio construction projects and client portfolio reviews * Assist with the reconciliation and review of financial data * Conduct investment research for clients or firm‐wide initiatives * Assist in the review and allocation of 529 college savings plans * Research client issues as directed and present data Qualifications: * Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP * Interest in financial planning and wealth management * Continuously exhibits personal integrity and professional initiative. * Capacity to think critically and devise creative solutions * Organized and detail oriented * Excellent written and verbal communication skills. * Collaborative and able to work effectively with others. Benefits: * Practical experience with broad applications * Shadowing, mentoring, and training opportunities with seasoned professionals * Opportunity for full time employment after graduation * Competitive hourly rate throughout the internship Diversity, Equity, Inclusion, and Belonging at Wealthspire: Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. * Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. * Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. * Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. The hourly range for this position is $20.00 - $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire is an inclusive Equal Employment Opportunity employer. StJohn2025

Job DescriptionFinancial Representative National Financial Network - NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network ] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you'll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training-locally, virtually and nationally-to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us…www. NatFin. Net Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.