Client Service Associate - Symphony Wealth Group

Are you a leader who has the following traits? Competitive Ambitious Coachable Communicative Self-disciplined Authentic   If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.   What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.   How we will compensate you: You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. What you’ll gain: Training and development: We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance: When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Qualifications To apply for the position of Financial Professional Advisor with our Iowa General Office, you must currently reside in the state of Iowa. Compensation $120,000 - $250,000 yearly About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Are you a leader who has the following traits? Competitive Ambitious Coachable Communicative Self-disciplined Authentic   If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.   What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.   How we will compensate you: You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. What you’ll gain: Training and development: We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance: When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Qualifications To apply for the position of Financial Professional Advisor with our Iowa General Office, you must currently reside in the state of Iowa. Compensation $120,000 - $250,000 yearly About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Job Summary  We are seeking an ambitious Director of FP&A with strong experience leading business growth and optimization through financial modeling, forecasting, and analysis. This is a highly cross-functional role that will collaborate with executives and managers across the company, reporting to the VP of Finance and Operations, and working closely with the Accounting and Business Intelligence departments. The Director of FP&A drives operational excellence by implementing best practices, scalable automations, and proactive communication. The ideal candidate is professional and innovative, with a service and data-oriented mindset...If this is you we invite you to apply to join the Networx, Finance team. What you’ll do:  Executive reporting. Produce crisp dashboards, scorecards, and monthly board‑ready presentations that turn data into clear business narratives. Own planning & forecasting. Lead the annual budget, quarterly forecasts, and long‑range strategic plan, ensuring models are driver‑based and transparent. Build & maintain financial models. Develop dynamic models to evaluate new initiatives, scenario test, and guide resource allocation. Close & variance analysis. Support monthly close; deliver variance, trend, and sensitivity analyses that spotlight risks and opportunities. Performance improvement. Partner with Accounting, BI, HR, and business leaders to unlock efficiencies, expand margins, and track savings. Process leadership. Standardize FP&A templates, KPIs, and workflows, embedding best practices across the organization. Requirements What you’ll need:  Bachelor’s in Finance, Economics, or a related quantitative field. 5–7+ years of progressive FP&A or corporate‑finance experience with direct ownership of budgeting, forecasting, and decision support. Advanced Excel/Google Sheets skills; hands‑on expertise with ERP/GL systems (QuickBooks Online or similar) and BI tools (e.g., Tableau). Proven storyteller able to distill complex analyses into concise, persuasive recommendations for senior executives. Demonstrated record of driving cross‑functional initiatives, juggling competing priorities, and delivering under tight deadlines. High integrity, accountability, and leadership presence in fast‑growth environments. Nice to Have MBA or Masters in Finance, Economics, or related quantitative field. Networx We're on a mission to help homeowners build, protect, and invest in their homes—and grow the businesses that support them daily. Join us! At Networx, we empower great people to do great work! Our core values are Mission First, Innovate to Add Value, Care Deeply-Win Together, and Act with Speed, Integrity, and Ownership. These values guide our behaviors, and bold targets encourage us to bring our best selves to work daily. Our innovative, collaborative, and growth-focused culture will help us all share the rewards of meeting our company mission. Benefits What you'll Earn Health Care Plan (Medical, Dental & Vision) FSA and HSA Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Bereavement & 9 Paid Holidays) Short-Term & Long-Term Disability Training & Development Hybrid Work Model Wellness Resources Competitive pay and bonus Networx proudly supports diversity in the workplace and is an Equal Opportunity Employer. The expected base salary range for this position is $160,000 to $175,000 per year. This position is eligible for an annual cash bonus and equity rewards. The salary offered may vary depending on factors such as job-related knowledge, skills, and experience. Salary ranges are provided for New York City-based roles as required by New York City Human Rights Law. DISCLAIMER: The above information in this description has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. #LI-SS2

Job Summary  We are seeking an ambitious Director of FP&A with strong experience leading business growth and optimization through financial modeling, forecasting, and analysis. This is a highly cross-functional role that will collaborate with executives and managers across the company, reporting to the VP of Finance and Operations, and working closely with the Accounting and Business Intelligence departments. The Director of FP&A drives operational excellence by implementing best practices, scalable automations, and proactive communication. The ideal candidate is professional and innovative, with a service and data-oriented mindset...If this is you we invite you to apply to join the Networx, Finance team. What you’ll do:  Executive reporting. Produce crisp dashboards, scorecards, and monthly board‑ready presentations that turn data into clear business narratives. Own planning & forecasting. Lead the annual budget, quarterly forecasts, and long‑range strategic plan, ensuring models are driver‑based and transparent. Build & maintain financial models. Develop dynamic models to evaluate new initiatives, scenario test, and guide resource allocation. Close & variance analysis. Support monthly close; deliver variance, trend, and sensitivity analyses that spotlight risks and opportunities. Performance improvement. Partner with Accounting, BI, HR, and business leaders to unlock efficiencies, expand margins, and track savings. Process leadership. Standardize FP&A templates, KPIs, and workflows, embedding best practices across the organization. Requirements What you’ll need:  Bachelor’s in Finance, Economics, or a related quantitative field. 5–7+ years of progressive FP&A or corporate‑finance experience with direct ownership of budgeting, forecasting, and decision support. Advanced Excel/Google Sheets skills; hands‑on expertise with ERP/GL systems (QuickBooks Online or similar) and BI tools (e.g., Tableau). Proven storyteller able to distill complex analyses into concise, persuasive recommendations for senior executives. Demonstrated record of driving cross‑functional initiatives, juggling competing priorities, and delivering under tight deadlines. High integrity, accountability, and leadership presence in fast‑growth environments. Nice to Have MBA or Masters in Finance, Economics, or related quantitative field. Networx We're on a mission to help homeowners build, protect, and invest in their homes—and grow the businesses that support them daily. Join us! At Networx, we empower great people to do great work! Our core values are Mission First, Innovate to Add Value, Care Deeply-Win Together, and Act with Speed, Integrity, and Ownership. These values guide our behaviors, and bold targets encourage us to bring our best selves to work daily. Our innovative, collaborative, and growth-focused culture will help us all share the rewards of meeting our company mission. Benefits What you'll Earn Health Care Plan (Medical, Dental & Vision) FSA and HSA Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Bereavement & 9 Paid Holidays) Short-Term & Long-Term Disability Training & Development Hybrid Work Model Wellness Resources Competitive pay and bonus Networx proudly supports diversity in the workplace and is an Equal Opportunity Employer. The expected base salary range for this position is $160,000 to $175,000 per year. This position is eligible for an annual cash bonus and equity rewards. The salary offered may vary depending on factors such as job-related knowledge, skills, and experience. Salary ranges are provided for New York City-based roles as required by New York City Human Rights Law. DISCLAIMER: The above information in this description has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. #LI-SS2

The Position Our bank client is seeking to fill a Commercial Loan Portfolio Manager role in the Murfreesboro, TN area. This selected candidate will be responsible for independently managing a large Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position). Commercial Loan Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriately, and timely risk rated in accordance with the Bank’s loan policy. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, and time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrates a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. Benefits This position includes a generous salary of up to $110K plus bonus and a full benefits package. (This is not a remote position).

At Front Row, we partner with leading brands to accelerate their ecommerce growth. We leverage our capabilities and proprietary technology to design, market, distribute and accelerate brands on a global scale. We’re continually cultivating functional areas of expertise and retaining the highest caliber of talent — while sharing knowledge and data, creating efficiencies, and looking at every aspect of our client’s business from a 360 perspective. We work effectively to give every client the hands-on support, niche knowledge, and first-access they need to win in the world’s most competitive commerce markets and make each of our six capabilities the first to act on the next big things. We live for the exchange of energy between brands and audiences, you should too, and we’ve made it our mission to expand every brand’s market share and heart share. Because we believe every transaction has the potential to be transformational.  We leverage data-driven insights from Catapult, our proprietary technology, and our deep understanding of marketplaces like Amazon, Walmart.com, TikTok Shop, to craft strategies unique to each brand we work with while protecting their pricing and channel strategies at every lifecycle stage and in any global market. Intro: The VP of M&A at Front Row will lead the company's M&A strategy, identifying potential acquisition targets, conducting due diligence, negotiating deals, and ensuring successful integration post-acquisition. This role requires a deep understanding of financial markets, corporate finance, and strategic planning. Description: Strategic Leadership: Develop and execute the M&A strategy aligned with the company’s overall business objectives. Market Analysis: Conduct market research and analysis to identify potential acquisition targets and assess their strategic fit. Due Diligence: Oversee thorough due diligence processes to evaluate financial, operational, and legal aspects of potential acquisitions. Develop a business case for each deal. Negotiation: Lead negotiations with target companies, ensuring favorable terms and conditions for the organization. Integration Planning: Collaborate with cross-functional teams to develop integration plans that maximize synergies and minimize disruption post-acquisition. Stakeholder Communication: Present M&A opportunities and progress updates to the executive team and board of directors. Internal update and alignment: Monitor and present relevant industry news and updates to the executive team.  Requirements Education: Bachelor’s degree in finance, business administration, or related field; MBA preferred. Experience: 10+ years of experience in M&A, corporate finance, investment banking, or related fields, with a proven track record of successful transactions. Skills: Strong analytical and financial modeling skills, excellent negotiation and communication abilities, and proficiency in project management. Knowledge: In-depth understanding of financial statements, valuation techniques, and regulatory aspects of M&A. Knowledge of the e-commerce and advertising/media industry is a plus. Personal Attributes: Strategic thinker with a strong business acumen. Ability to work collaboratively across various departments and with external partners. High level of integrity, professionalism, and commitment to ethical standards. This role is pivotal in shaping the company’s growth trajectory through strategic acquisitions and partnerships, making it essential for candidates to possess strong analytical, negotiation, and leadership skills. Benefits Equity package + bonus Health, dental, and vision 401K PTO Flexible working hours policy Educational Stipend Class Pass Wellness and commuter benefits Work with a fun, consultative team of experts Location - headquartered in New York City with offices in San Diego, Hamburg and Bratislava SALARY - $170,000 - $200,000