NewPartner- Financial Services Litigation JobotPartner- Financial Services LitigationNew York, NY$200,000–$250,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewEntry Level Financial Services Vaco LLCEntry Level Financial ServicesJersey city, NJ$26–$26Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewController - Financial Services JobotController - Financial ServicesNew York, NY$200,000–$225,000 / 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. We are partnering with a rapidly growing, institutionally backed financial services firm focused on lending and credit solutions to hire a Controller to lead all core accounting operations.
NewREMOTE - Controller - CFO Services / Outsourced Accounting JobotREMOTE - Controller - CFO Services / Outsourced AccountingCranford, NJRemote$160,000–$175,000 / 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 a high-impact role for an experienced accounting professional who is passionate about leveraging cutting-edge technology to deliver controller and CFO-level services to a diverse client portfolio.
Complex Commercial Litigation Associate – Bank-side (defense) financial services litigation Beta-Search, IncComplex Commercial Litigation Associate – Bank-side (defense) financial services litigationMorristown, NJ$160,000–$180,000 / yearYou’ll defend Fortune 500 financial institutions in high-stakes commercial litigation — this is a rare opportunity to do sophisticated bank-side work at a firm whose specialty practice was named NJ Law Journal Litigation Department of the Year in 2020, with a real partnership track from within. Complex Commercial Litigation Associate with 4–8 years of post-JD experience to join Law firm award-winning Securities Litigation, Arbitration, Regulation and Investigations group.
IT Project Manager – commercial or Property & Casualty insurance or financial services Beta-Search, IncIT Project Manager – commercial or Property & Casualty insurance or financial servicesMorristown, NJ$60–$65 / hourContractorThe IT Project Manager oversees the planning and execution of mid‑sized to large IT initiatives, ensuring projects are delivered on time, within scope, and within budget.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridNew York, NY$225,000–$500,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewAudit Manager / Sr. Manager -= Financial Services (cpa firm) – Hybrid CPA firmAudit Manager / Sr. Manager -= Financial Services (cpa firm) – HybridNew York, NY$100,000–$225,000 / yearFull timeThe Audit Senior Manager will lead audit engagements for a diverse portfolio of financial services clients, including private equity, hedge funds, broker-dealers, and other investment firms.
Hybrid HR Manager - Up to $160K - Financial Services Page GroupHybrid HR Manager - Up to $160K - Financial ServicesManhattan, NY$130,000–$160,000 / yearFull timeThis is both a strategic and hands-on HR Manager role - you will be responsible for leading all HR initiatives for a New York-based office and partnering closely with senior leadership to support business objectives. Serve as the primary HR point of contact for the New York office, advising senior leadership on all HR matters.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
NewSales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.
NewFinancial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYNew York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesNew York, NY$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Associate Financial Due Diligence JobotSenior Associate Financial Due DiligenceNew York, NYRemote$120,000–$145,000 / 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. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.
Financial Controller Diagnostica Stago, Inc.Financial ControllerParsippany, NJ$100,000–$130,000 / yearFull timeMust have a strong understanding of: US GAAP; IFRS; Tax compliance; Revenue recognition; Inventory accounting; Internal controls; Audit management; ERP implementation and process transformation experience preferred; High level of proficiency in ERP systems and use of reporting tools to analyze large amount of data required. The successful candidate will build and develop a high-performing team, cultivate a culture of accountability and continuous improvement, and help position Finance as a trusted business partner that enables growth while protecting the financial health of the organization.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewVice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesNew York, NY$160,000–$215,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewManager / Director Transaction Services (M&A) Kforce Inc.Manager / Director Transaction Services (M&A)New York, NY$125,000–$200,000Run multiple and challenging Transaction Advisory Services engagements (financial due diligence), participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers. Responsibilities Include: Manager/Director Transaction Services will lead buy - side diligence, sell - side diligence, working capital assistance, merger integration and optimization, divestitures and carve outs, and valuation services.
NewAccounting Manager - Client Accounting Services JobotAccounting Manager - Client Accounting ServicesNew York, NY$90,000–$110,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Treasury Services & Platform Enablement Mitchell MartinTreasury Services & Platform EnablementMorristown, NJ$280,000–$280,000 / yearBy applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. • The successful candidate will manage platform operations for treasury and commercial banking services, ensuring operational excellence and stability.
NewSenior Financial Reporting Manager Kforce Inc.Senior Financial Reporting ManagerNew York, NY$150,000–$200,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewCFO - Law Firm Kforce Inc.CFO - Law FirmNew York, NY$270,000–$310,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewChief Financial Officer Kforce Inc.Chief Financial OfficerNew York, NY$275,000–$325,000Kforce's client, a NYC based mid-sized size law firm dedicated to providing exceptional legal services, seeks a Chief Financial Officer in New York, NY. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewChief Financial Officer - IPO IPO Kforce Inc.Chief Financial Officer - IPO IPONew York, NYRemote$300,000–$373,750Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries). Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; Experience in pre-IPO readiness or public company finance acceptable).
Chief Financial Officer Non Profit Catholic Charities, Diocese of MetuchenChief Financial Officer Non ProfitPerth Amboy, NJ$145,000–$155,000 / yearFull timeCatholic Charities, Diocese of Metuchen (CCDOM), with more than 450 employees is a non-profit, social services agency with its mission, driven by Catholic social teaching, of providing quality services with dignity and respect to the poor, vulnerable and all people in need and partnering with families and communities to improve the quality of life. As a member of the Executive team, the CFO reports directly to the Executive Director and is responsible for managing all activities related to the Agency’s accounting and financial reporting in accordance with generally accepted accounting principles.
NewSenior Associate - M&A Tax Advisory JobotSenior Associate - M&A Tax AdvisoryNew York, NY$120,000–$160,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Bilingual French Contact Center Agent I United Nations Federal Credit UnionBilingual French Contact Center Agent INew York, NY$51,000 / yearProvide internal and external member service by responding to calls, emails or chats in all inbound queues related to product information, account details, debit/credit card inquiries, establishing new accounts for existing members, etc. Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
Head of Financial Reporting Page GroupHead of Financial ReportingNew York, NY$200,000–$250,000 / yearFull timeThe position provides strong exposure to senior management and plays a critical role in ensuring the integrity and transparency of financial information within a complex regulatory environment. This is a highly visible leadership role offering the opportunity to shape and enhance a firm's financial reporting and regulatory framework.
NewFinancial Advisor Trainee New York Life - Melville, NYFinancial Advisor TraineeMelville, NYSpend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.
NewIT Financial Analyst NeotecraIT Financial AnalystNew York, NYFull timeEach consultant will play a critical role in enhancing cost transparency, improving financial accountability, and strengthening the linkage between IT services, cost drivers, and business value for each of the IT service towers. The organization is seeking experienced Technology Business Management (TBM) Expense Transparency Consultants to support and manage TBM related financial transparency responsibilities across the full IT landscape.
NewTrust & Estates Associate JobotTrust & Estates AssociateGreenwich, 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. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.
NewECVC Associate (Emerging Companies / Venture Capital - 3+ Yrs Exp) JobotECVC Associate (Emerging Companies / Venture Capital - 3+ Yrs Exp)New York, NY$250,000–$400,000 / 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 is ideal for an attorney with 3–6 years of corporate transactional experience who has worked on venture financings and enjoys advising growth-stage companies and investors.
Financial Professional - Nyc New York Life - Kaysilyn LawsonFinancial Professional - NycNew York, NY$100,000–$120,000 / yearSpend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Responsibilities:Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.
NewInvestment Management Associate Attorney (3 - 6 Yrs Exp) JobotInvestment Management Associate Attorney (3 - 6 Yrs Exp)New York, NY$225,000–$385,000 / 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 offers exposure to a diverse client base, including asset managers and investment firms, with involvement in a range of transactional and advisory matters.
NewNon-Equity Partner – Multiple Practice Areas JobotNon-Equity Partner – Multiple Practice AreasNew York, NY$200,000–$250,000 / 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 is ideal for an attorney seeking a long-term platform to manage sophisticated litigation matters, maintain and expand client relationships, and contribute to the continued growth of a dynamic litigation practice.
NewExecutive Compensation / Employee Benefits Associate (2-5 Yrs Exp) JobotExecutive Compensation / Employee Benefits Associate (2-5 Yrs Exp)New York, NY$225,000–$340,000 / 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 position is suited for an attorney with 2–5 years of experience at a sophisticated law firm who is looking to deepen their work in complex compensation arrangements and transaction-driven advisory matters.
NewMatrimonial Associate (Hybrid) JobotMatrimonial Associate (Hybrid)New York, NY$165,000–$245,000 / 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. Some of these clients include financial services institutions, major real estate owners and developers, and high‑net‑worth individuals, along with domestic and international businesses—and many more!
NewTax Associate Attorney (4 - 7 Yrs Exp) JobotTax Associate Attorney (4 - 7 Yrs Exp)Roseland, NJ$320,000–$410,000 / 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. We’re a forward-thinking law firm with hundreds of attorneys advising clients across diverse industries, including technology, life sciences, and financial services.
NewMammography Technologist-Atlantic Health Imaging Services @ Parsippany-Full Time: Mon-Fri 8a-4p Atlantic Health SystemMammography Technologist-Atlantic Health Imaging Services @ Parsippany-Full Time: Mon-Fri 8a-4pParsippany, NJMSO – Management Services to a variety of healthcare enterprises, such as Atlantic Mobile Health/ Atlantic Ambulance, Primary Care Partners, Atlantic Health Partners, AHS ACO LLC, and others. Atlantic Private Care Services - a private duty Nursing and Home Health Aide service provider, servicing the NJ counties of Morris, Essex, Union and Sussex.
NewController - CPA JobotController - CPANew York, NY$200,000–$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. Backed by a strong leadership team and investors, the organization is building a scalable infrastructure to support accelerated growth, regulatory compliance, and public company readiness.
Mortgage Advisor-CGS Weichert, RealtorsMortgage Advisor-CGSMorris Plains, NJThe MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).
NewRestructuring & Leveraged Finance Associate JobotRestructuring & Leveraged Finance AssociateNew York, NY$225,000–$425,000 / yearThe ideal candidate will have experience in leveraged finance, restructuring, or a combination of both, and will play a key role advising private equity sponsors, lenders, and corporate clients on a broad range of financing and distressed transactions. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewDerivatives & Structured Products Attorney (2+ Yrs Exp) JobotDerivatives & Structured Products Attorney (2+ Yrs Exp)New York, NY$225,000–$325,000 / 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. Attorneys in this practice work closely with investment managers, financial institutions, and internal deal teams to support sophisticated market activities and investment strategies.
NewManager – M&A Tax Advisory JobotManager – M&A Tax AdvisoryNew York, NY$160,000–$220,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Reporting Associate/Analyst (AUM) Vaco LLCSenior Reporting Associate/Analyst (AUM)New York, NY$100,000–$125,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This role is responsible for producing and maintaining Assets Under Management (AUM), client flows, and revenue reporting to support senior leadership and key business teams.
NewDirector of SEC Reporting and Technical Accounting Vaco LLCDirector of SEC Reporting and Technical AccountingNew York, NYRemote$200,000–$250,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewPrivate Wealth Compensation Analyst Vaco LLCPrivate Wealth Compensation AnalystNew York, NY$80,000–$100,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewTax Manager Vaco LLCTax ManagerGreat Neck, NY$150,000–$180,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).
NewEnvironmental Services Manager AramarkEnvironmental Services ManagerRichmond Hill, NY$70,000–$75,0001st Shift Position Available - Aramark Healthcare+ is seeking candidates for an Environmental Services Manager position at Jamaica Hospital Medical Center located in Jamaica, Queens - the Richmond Hill neighborhood. Plans, controls and directs all cleaning, sanitizing and waste removal functions within a healthcare facility to meet operating and financial goals, client objectives and customer needs.