Transaction Advisory Managing Director - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)Stamford, CT$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Chief Financial Officer Peckham IndustriesChief Financial OfficerBrewster, NYThe Chief Financial Officer (CFO) has a critical role in providing leadership on all matters relating to the finance function ranging from budgeting and forecasting, business analysis, investment, tax and banking operations as well as strategic planning to deliver on growth strategies. Through our extensive network of hot mix asphalt and ready-mix concrete plants, quarries, and liquid asphalt terminals, PII delivers the highest quality materials and custom solutions to thousands of road construction and road maintenance customers.
Business Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Stamford, CT$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Assurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Senior Project Manager- Manufacturing JobotSenior Project Manager- ManufacturingStamford, CT$150,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is an excellent opportunity for someone who thrives in engineering-driven environments and enjoys leading complex projects from concept through completion while making a measurable impact on business performance.
NewController JobotControllerNew City, NY$140,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Day to day Responsibilities: Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.
Charitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLStamford, CT$200,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.
NewSenior Accountant JobotSenior AccountantStamford, CT$85,000–$95,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role supports day‑to‑day accounting operations, financial reporting, and close activities while partnering with internal stakeholders to ensure accuracy, compliance, and timely delivery of information.
NewPayroll Coordinator JobotPayroll CoordinatorStamford, CT$85,000–$95,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role supports U.S. and Canadian payroll operations and works closely with payroll leadership to ensure accurate, timely, and compliant payroll processing across multiple jurisdictions.
Payroll Specialist JobotPayroll SpecialistStamford, CT$80,000–$100,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role supports U.S. and Canadian payroll operations and works closely with payroll leadership to ensure accurate, timely, and compliant payroll processing across multiple jurisdictions.
Director of Finance JobotDirector of FinancePearl River, NY$180,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As an auto group with 10+ dealerships across the New York market and over 1000 employees, we have been providing top service and top brands to our customer base for the last 20 years.
NewHVAC Mechanic *US AMR-Jones Lang LaSalle Americas, Inc.HVAC MechanicStamford, CT$102,939Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What your day-to-day will look like: Maintain and repair all HVAC equipment including heating systems, pumps, fan coil units, VAV systems, and air distribution equipment.
Assurance Manager bdo consultingAssurance ManagerStamford, CT$120,000–$140,000 / yearTraditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Tax Managing Director, Alternative Investments bdo consultingTax Managing Director, Alternative InvestmentsStamford, CT$190,000–$335,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesStamford, CT$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Assurance Director bdo consultingAssurance DirectorStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Mergers & Acquisitions Tax Managing Director, State and Local Tax bdo consultingMergers & Acquisitions Tax Managing Director, State and Local TaxStamford, CT$157,500–$420,000 / yearThe Tax Managing Director, State and Local Taxation is responsible for providing written tax advice to clients, evaluating and alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. Additionally, the Tax Managing Director, State and Local Taxation is a critical part of the office’s / region’s Tax Services leadership team, and will act as a source for guidance on complex tax questions and issues.
NewSenior Manager, NYFS Banking and Capital Markets KPMGSenior Manager, NYFS Banking and Capital MarketsStamford, CTBachelor's degree from an accredited college/university; licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewTeam Captain Endzone & Loyalty (Front End) DICK'S Sporting GoodsTeam Captain Endzone & Loyalty (Front End)West Nyack, NY$51,500–$65,500 / yearIncludes developing effective schedules for direct reports and making adjustments as needed to meet athlete traffic demands while also ensuring successful completion of operational and merchandising initiatives. When sole leader in building, act as Head Coach and perform general store oversight including opening and closing procedures, Front End and Cash Office functions, teammate supervision, etc.
NewTeam Captain Sport & Outdoor DICK'S Sporting GoodsTeam Captain Sport & OutdoorWest Nyack, NY$51,500–$65,500 / yearIncludes developing effective schedules for direct reports and making adjustments as needed to meet athlete traffic demands while also ensuring successful completion of operational and merchandising initiatives. When sole leader in building, act as Head Coach and perform general store oversight including opening and closing procedures, Front End and Cash Office functions, teammate supervision, etc.
NewTeam Captain Apparel DICK'S Sporting GoodsTeam Captain ApparelWest Nyack, NY$51,500–$65,500 / yearIncludes developing effective schedules for direct reports and making adjustments as needed to meet athlete traffic demands while also ensuring successful completion of operational and merchandising initiatives. When sole leader in building, act as Head Coach and perform general store oversight including opening and closing procedures, Front End and Cash Office functions, teammate supervision, etc.
Shift Supervisor StarbucksShift SupervisorRamsey, NJ$20.45–$23.2101961 hours based on a 40 hour week up to 40 hours annually (64 hours in California) after an introductory period, sick time (accrued at1 hour for every 25 or 30 hours worked, depending on work location),and additional pay if working on one of eightobserved holidays. Additionally, Starbucks offers 100% upfront tuition coverage for a first-time bachelor’s degree through Arizona State University’s online program viathe Starbucks College Achievement Plan, student loan management resources, and access to other educational opportunities.
Starbucks Shift Supervisor StarbucksStarbucks Shift SupervisorRamsey, NJ$20.45–$23.2101961 hours based on a 40 hour week up to 40 hours annually (64 hours in California) after an introductory period, sick time (accrued at1 hour for every 25 or 30 hours worked, depending on work location),and additional pay if working on one of eightobserved holidays. Additionally, Starbucks offers 100% upfront tuition coverage for a first-time bachelor’s degree through Arizona State University’s online program viathe Starbucks College Achievement Plan, student loan management resources, and access to other educational opportunities.
shift supervisor - Store# 13982, FRANKLIN SQUARE, NJ Starbucksshift supervisor - Store# 13982, FRANKLIN SQUARE, NJRamsey, NJ$20.45–$23.2101961 hours based on a 40 hour week up to 40 hours annually (64 hours in California) after an introductory period, sick time (accrued at1 hour for every 25 or 30 hours worked, depending on work location),and additional pay if working on one of eightobserved holidays. Additionally, Starbucks offers 100% upfront tuition coverage for a first-time bachelor’s degree through Arizona State University’s online program viathe Starbucks College Achievement Plan, student loan management resources, and access to other educational opportunities.
NewSenior Manager, NYFS Insurance Business Tax Services KPMGSenior Manager, NYFS Insurance Business Tax ServicesStamford, CTLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
shift supervisor - Store# 52742, NANUET, WEST NYACK RD Starbucksshift supervisor - Store# 52742, NANUET, WEST NYACK RDNanuet, NY$21.27–$24.1401961 hours based on a 40 hour week up to 40 hours annually (64 hours in California) after an introductory period, sick time (accrued at1 hour for every 25 or 30 hours worked, depending on work location),and additional pay if working on one of eightobserved holidays. Additionally, Starbucks offers 100% upfront tuition coverage for a first-time bachelor’s degree through Arizona State University’s online program viathe Starbucks College Achievement Plan, student loan management resources, and access to other educational opportunities.
Registered Nurse (RN) - Neurosurgery - Poughkeepsie Advocate AuroraRegistered Nurse (RN) - Neurosurgery - PoughkeepsiePoughkeepsie, NYMust demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .
Entry-Level to Experienced Teacher Success Academy Charter Schools, Inc.Entry-Level to Experienced TeacherOrangeburg, NY$65,000–$75,000Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. At Success Academy, we invest boldly in our teachers through exceptional pay growth, comprehensive health and wellness benefits, and career pathways that enable you to advance into leadership within an average of three years!
NewEntry-Level to Experienced Teacher - Queens Success Academy Charter Schools, Inc.Entry-Level to Experienced Teacher - QueensElmsford, NY$65,000–$75,000 / yearRunning a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. At Success Academy, we invest boldly in our teachers through exceptional pay growth, comprehensive health and wellness benefits, and career pathways that enable you to advance into leadership within an average of three years!
Registered Nurse (RN) - Neurosurgery - Wallkill Advocate AuroraRegistered Nurse (RN) - Neurosurgery - WallkillWallkill, NYMust demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .
Registered Nurse (RN) - Neurosurgery - Blauvelt Advocate AuroraRegistered Nurse (RN) - Neurosurgery - BlauveltSpring Valley, NYMust demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .
NewSenior Trust Officer Midland States BankSenior Trust OfficerSleepy Hollow, NY$106,250–$177,050 / yearSalary Range: $106,250 - $177,050 annually Position Summary The Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. Mentors Trust Officers and Trust Administrators Client Engagement Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers.
NewManager/Senior Manager COMBO, NYFS Alternative Investments KPMGManager/Senior Manager COMBO, NYFS Alternative InvestmentsStamford, CTBachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Qualifications: Minimum five years of recent corporate tax experience in the financial services industry supporting alternative investments (investment partnership and/or mutual fund tax experience); previous experience as a tax manager with a public accounting firm.
Transaction Advisory Managing Director - Financial Due Diligence (FDD) BDO USA PCTransaction Advisory Managing Director - Financial Due Diligence (FDD)CT$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Experience: Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) BDO USA PCTransaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD)CT$100,000–$170,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
NewAdvisory - Senior Associate HNTB CorporationAdvisory - Senior AssociateArlington, New YorkThe role will include work across engagements to provide structured analysis, maintain common tools and methodologies, and help ensure quality and consistency in financial work products and operates within an integrated advisory environment, collaborating closely with senior advisors, technical leads, and local office teams to advance client objectives. This position applies understanding of a specific practice area and the HNTB business model to ensure 4for4 delivery and effective project performance while utilizing their technical expertise to advise and support Advisory and HNTB clients on projects and programs nationwide.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryStamford, CTClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryStamford, CTTime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Associate Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpAssociate Wealth Advisor, Schwab Wealth AdvisoryStamford, CTCoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Financial Solutions Advisor - New Canaan Financial Center Bank of AmericaFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, ConnecticutKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
M&A Financial Due Diligence Manager Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence ManagerCT$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsHighland Falls, NYFull time2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
Financial Reporting Lead Rockefeller Capital ManagementFinancial Reporting LeadStamford, Connecticut$160,000–$175,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.).
NewFinancial Advisor Associate- Ramsey, NJ TD BankFinancial Advisor Associate- Ramsey, NJRamsey, New JerseyMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.