UNKNOWN

ADAPTED_NOW

YEAR

The role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.

<h3>#Tech-Pro-Admin-01 Certified Financial Planner</h3> Job Type: Full Time Standard Week: 40+ Hours Per Week Reports To: President/Chief Operating Officer <h3>Job Summary</h3>This essential position plays a significant role in our firm's strategic plans to grow and expand the business. The role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. The candidate will engage strategically and proactively in the firm's business development activities, working closely with the Relationship Development Team to secure new clients. This role also offers the opportunity to develop new business directly through interactions with referral sources and prospective clients.<h3>Responsibilities</h3><ul><li>Serve as the Financial Manager and Advisor for high net-worth clients, developing trusted and long-term relationships.</li><li>Administer the firm's comprehensive financial management services on an ongoing basis.</li><li>Provide customized analysis, including cash flow analysis, statements of financial condition, insurance evaluations, retirement analysis, survivorship analysis, and estate structure reviews.</li><li>Prepare and review personal income tax returns and develop tax planning strategies.</li><li>Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.</li><li>Develop financial plans and implementation strategies to support clients' financial goals and objectives.</li><li>Counsel and advise clients regarding financial goals, portfolio structure, and investment performance.</li><li>Engage in business development activities, meeting with prospects and nurturing relationships to secure new clients.</li><li>Develop new business through interactions with referral sources and prospective clients.</li></ul><h3>Required Qualifications</h3><ul><li>Certified Financial Planner® designation.</li><li>Excellent academic record; a four-year college degree is required; a graduate or advanced degree is preferred.</li><li>7-10 years of experience working as a Certified Financial Planner®.</li><li>Experience working directly with clients as the primary financial advisor.</li><li>Experience with a RIA, Fee-Only, Fiduciary is preferred.</li><li>Proven business development experience, with a willingness to engage in strategic and proactive activities.</li><li>Excellent interpersonal and communication skills.</li><li>Self-starter with high levels of intensity and motivation.</li><li>Passion for providing exceptional client service.</li><li>Strong technical skills and experience with Microsoft Office (Word, Excel, PowerPoint, Outlook).</li><li>Experience with industry-specific software.</li><li>Detail-oriented with experience maintaining records in a CRM system.</li><li>Willingness to travel.</li></ul><h3>Equipment, Software, and Materials Used</h3><ul><li>Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)</li><li>Advent (Client Account Information System)</li><li>Pivotal (CRM)</li><li>Video Conferencing Software</li><li>Internet</li><li>Social Media</li><li>Digital Marketing Material</li></ul>Location: Corning, NYCorning is a vibrant city in New York known for its rich history and cultural attractions, including the famous Corning Museum of Glass. It offers a welcoming community and a great quality of life, making it an ideal place to live and work. Benefits PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan.PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws. Equal Opportunity Employer (EEO) PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. Americans Disabilities Act (ADA) The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, andlifting upto 25 pounds, with or without reasonable accommodation. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ AI Recruiting Disclosure We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: www.peaktechnical.com/ai-disclosure.

For over 50 years, PEAK has excelled in providing comprehensive staffing and workforce solutions. We go beyond traditional staffing to offer a holistic, on-demand workforce model, addressing every facet of your workforce needs.

PEAK Technical Staffing

Certified Financial Planner

Americans with Disabilities Act (ADA)

Analysis Skills

Artificial Intelligence (AI)

Business Development

Business Plan

Cash Flow Projection

Certified Financial Planner (CFP)

Communication Skills

Consulting

Customer Relationship Management (CRM) Systems

Customer Service Systems

Customer Support/Service

Detail Oriented

Employee Benefits

Fiduciary

Financial Analysis

Financial Management

Financial Planning

Financial Services

Financial Statements

Flexible Spending Accounts

High Net Worth

Income Tax

Industry-Specific Software

Insurance

Interpersonal Skills

Lift/Move 25 Pounds

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Negotiation Skills

Online Marketing

Pivotal CRM

Real Estate

Record Keeping

Rich Internet Application (RIA)

Sales Prospecting

Social Media

Strategic Planning

Tax Planning

Tax Returns

Videoconferencing Software

Wealth Management

Willing to Travel

FEED

We have a dedicated asset management division with four CFAs, approved portfolios, and in-house resources, as well as an internal Financial Planning team and a Case Design team to support your clients. Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team.

Are you a highly experienced Financial Advisor with a proven track record of success? Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team.Why join us?<ul><li>Acquisition Opportunities: Their unique approach includes acquiring CPA firms, allowing their Financial Advisors to sell services to their existing client bases 17 . We also help advisors acquire books of business with a clear path to equity ownership.</li><li>Growth Strategies: Our client provides firm-level "turnkey " seminar marketing libraries and can help you define the best strategies for success 19 . They can assist in growing your AUM both organically and through book acquisition.</li><li>Team Collaboration & Succession: Whether you want to build a team or join an existing one, we support a holistic team approach. We can also assist with financing if you are interested in purchasing a book of business.</li><li>Robust Resources: Benefit from our true open architecture and multiple contract options. We have a dedicated asset management division with four CFAs, approved portfolios, and in-house resources, as well as an internal Financial Planning team and a Case Design team to support your clients.</li><li>Unrivaled Compensation: Our client has substantial capital, offering transition money and upfront compensation that is highly competitive.</li><li>Family Office Structure: We operate with a Family Office type structure, providing comprehensive support for your practice.</li></ul>Qualifications:<ul><li>5+ years of experience as a Financial Advisor</li><li>Minimum $20 million in AUM</li><li>Hold at least a Series 6/63/65 or 7/66 license</li></ul>Position Type:1099 Commission OnlyPosition Location: RemoteIf you are an experienced Financial Advisor looking to significantly grow your practice within a supportive and resource-rich environment, we encourage you to connect with us!

Vensure Employer Solutions

Independent 1099 Financial Advisor - Remote

Asset Management

Certified Public Accountant (CPA)

Chartered Financial Analyst (CFA)

Marketing

Purchasing/Procurement

Sales

Seminars

Series 6

Team Building

Team Lead/Manager

HiringThing

Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team. What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.

REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ)Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65).CFP A REAL PLUS. If you do not have these licenses, please do not apply. $DOLLAR POTENTIAL STRONG SIX FIGURES. Locations: <ul><li>HUDSON VALLEY, NY </li></ul><ol><li>New Windsor, NY </li><li>Poughkeepsie, NY </li></ol><ul><li>TRI-STATE AREA NY/NJ </li></ul><ol><li>Red Bank, NJ</li><li>Bronx, NY </li><li>New York, NY (Manhattan)</li></ol>COMPENSATION: DOE (Depending on Experience) — LUCRATIVE PACKAGES TO BE DISCUSSED DIRECTLY WITH THE EMPLOYER. ADVANCES, LOANS, SIGN ON ALL POSSIBLE. The company also offers an attractive benefits package, competitive compensation, and—depending on experience and book size—a potential recruiting bonus in the form of a forgivable loan.Qualifications<ul><li>Bachelor’s degree in Finance or equivalent combination of education and experience (highly preferred).</li><li>Active registration: SIE, Series 7, and Series 66 (or Series 63/65).</li><li>CFP A REAL PLUS </li><li>Minimum of three years of related brokerage or financial advisory experience.</li><li>Existing book of business of at least $200,000 or more, with demonstrated production and client growth.</li><li>Proven track record of client development, relationship management, and revenue generation.</li><li>Proficient in MS Word, Excel, and PowerPoint.</li><li>Strong attention to detail, organizational ability, and multi-tasking skills.</li><li>Excellent verbal and written communication skills.</li></ul>Key Responsibilities<ul><li>Develop and maintain long-term client relationships through personalized financial planning and investment advisory services.</li><li>Manage and grow an existing book of business while developing new opportunities from firm-provided warm leads.</li><li>Provide tailored investment advice aligned with each client’s goals and financial profile.</li><li>Stay current on market trends, product knowledge, and compliance regulations.</li><li>Collaborate with tax and wealth management divisions to deliver comprehensive financial solutions.</li><li>Ensure adherence to FINRA and firm compliance policies.</li><li>Maintain accurate client documentation and reporting.</li></ul><ul><li>Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team.</li><li>This leading organization provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Services include fee-based asset management and advisory, as well as securities and insurance products, including fixed annuities (excluding variable products).</li><li>This is an exceptional opportunity to join a prestigious national brand with a solid client base, excellent compensation, and strong growth potential within a supportive, team-oriented environment.</li><li>What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.</li><li/></ul>

Donna Cornell Enterprises, Inc.

REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ)

Brokerage

Business Growth

Customer Relations

Customer Relationship Management (CRM)

Develop and Maintain Customers

Documentation

Endowments

Finance

Investment Management

Investment Services

Loans

Maintain Compliance

Market Trend Analysis

Multitasking

Nonprofit

Organizational Skills

Presentation/Verbal Skills

Private Wealth Management

Regulatory Compliance

Revenue Growth

Revenue Management

Securities

Series 63

Series 66

Series 7

Tax Accounting

Team Player

Variable Annuities

Writing Skills

Recruiteze

United Health Services (UHS) is a locally owned, not-for-profit healthcare system in New York's Southern Tier comprising four hospitals, long-term care and home care services, and physician practices in Broome and surrounding counties. This role collaborates closely with Physicians, Nursing Supervisors, and referring facilities to facilitate physician-to-physician communication, monitor transfer progress, and maintain efficient patient flow across the organization.

HOUR

Position OverviewThe Patient Flow Assistant supports the coordination of patient transfers into UHS Hospitals, ensuring timely placement at the appropriate level of care. This role collaborates closely with Physicians, Nursing Supervisors, and referring facilities to facilitate physician-to-physician communication, monitor transfer progress, and maintain efficient patient flow across the organization.Serving as a key liaison, the Patient Flow Assistant provides high-quality customer service while coordinating communication among multiple stakeholders via phone, electronic systems, and in-person interactions. This position is responsible for completing and maintaining Transfer Center documentation, entering data for reporting purposes, and adhering to established policies and procedures to support safe, seamless patient transitions.At UHS, we believe that every connection matters—from the way we support our patients in critical moments to how we empower our teams to grow and succeed. If you're ready to contribute to strategic planning, drive departmental goals, and lead with empathy in a fast-paced environment, we invite you to make a meaningful impact where every connection truly counts.#IND1Work Locations:UHS Wilson Medical Center, Johnson City, NY UHS Binghamton General Hospital, Binghamton, NYThere is more than one location associated with this position. This is either because there are multiple openings at different sites, or the successful candidate will be required to float across multiple UHS facilities. Your recruiter and hiring manager will clarify expectations during the interview process.Primary Work Shift:Night RotationalRegular Scheduled Weekly Hours:24Compensation Range:$19.37 - $28.09 per hour, depending on experienceResponsibilities:<ul><li>Assists the Bed Census Management Nurse and Nursing Supervisor with coordinating patient transfers from outside facilities, ensuring appropriate placement based on level of care.</li><li>Facilitates physician-to-physician communication throughout the patient transfer process.</li><li>Collaborates with interdisciplinary healthcare team members to coordinate efficient and timely patient transfers.</li><li>Monitors transfer timelines, maintaining awareness of delays and providing timely status updates to all stakeholders.</li><li>Serves as a liaison between UHS Hospitals and referring/sending facilities to ensure clear and consistent communication.</li><li>Provides high-quality customer service via phone, electronic communication, and in-person interactions.</li><li>Partners with Physicians, Nursing Supervisors, and external facilities to accurately complete Transfer Center documentation.</li><li>Collects, enters, and maintains Transfer Center data to support reporting and operational tracking.</li><li>Adheres to established organizational policies, procedures, and regulatory standards.</li><li>Performs other duties as assigned in support of departmental and organizational needs.</li></ul>Education/ExperienceMinimum Required:<ul><li>High School Diploma, 1 year experience working in a healthcare related field.</li></ul>Preferred:<ul><li>Associates Degree</li></ul>License/CertificationPreferred:<ul><li>EMT, MOA</li></ul>Why You'll Love Working at UHSAt United Health Services (UHS), we believe every connection—to patients, to purpose, to each other—makes a difference. That's why we're intentional about supporting our team in ways that go beyond the job. Whether through meaningful benefits, personal growth, or fun along the way, we're here to help you thrive in work and life.A Culture of Connection – We support each other like family and create space for every voice to be heard. Engagement Councils, peer recognition, and initiatives like Walk in my Shoes for senior leaders are just a few ways we foster belonging and collaboration. Outside of work, we stay connected through team events like trivia, trunk-or-treat, volunteer days, our staff choir, or seasonal celebrations.Comprehensive Benefits for Life & Family – We offer medical, dental, and vision coverage starting the first of the month after hire for employees working 24+ hours/week. With flexible plan options and coverage tiers, you can choose what fits your life best. Additional perks include discounted childcare through Bright Horizons and voluntary benefits like pet insurance, legal services, and identity theft protection.​Well-Being & Financial Security – From day one, PTO starts accruing so you can take time to recharge. We support your long-term wellness with a 403(b) retirement plan and company match, flexible spending accounts, access to financial advisors, and up to $400/year in wellness rewards. When life gets tough, we're here with 24/7 EAP counseling, virtual mental health support, a food pantry, PTO donation program, and professional attire through the Classy Closet.​Growth That Moves with You – With access to 100,000+ online courses, leadership programs, tuition reimbursement, clinical ladders, and internal mobility, we help you grow wherever your passion leads. We also continuously review compensation to ensure market competitiveness and internal equity, so you can feel confident your work is valued and rewarded fairly.​A Place to Call Home – Located in New York's Southern Tier, UHS offers more than a career—we offer a lifestyle. Enjoy four-season recreation, affordable living, top-rated schools, minor league sports, craft brews, a close-knit community, and more, all within reach of the Finger Lakes, the Catskills, and major Northeast cities.About United Health ServicesUnited Health Services (UHS) is a locally owned, not-for-profit healthcare system in New York's Southern Tier comprising four hospitals, long-term care and home care services, and physician practices in Broome and surrounding counties. UHS provides healthcare and medical services for two-thirds of the region's population, produces $1.3 billion a year in total economic impact, and boasts a workforce of more than 6,300 employees and providers.At UHS, our work is guided by our Values of Compassion, Trust, Respect, Teamwork, and Innovation. Whether you provide direct patient care or support behind the scenes, you are part of a shared purpose: to improve the health and well-being of the communities we serve. Every employee plays a meaningful role in fulfilling our mission—we'd love for you to consider joining us!United Health Services is an Equal Opportunity Employer.United Health Services, Inc. and the members of the UHS System neither are affiliated with, sponsored, endorsed nor approved by, nor otherwise associated with, Universal Health Services, Inc. (NYSE: UHS), UHS of Delaware, Inc. nor their affiliates, which can be found at www.uhsinc.com.

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Certified Financial Planner PEAK Technical Staffing

Independent 1099 Financial Advisor - Remote Vensure Employer Solutions

REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Donna Cornell Enterprises, Inc.

Patient Flow Assistant UHS

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