- Northwestern Mutual (Farmingdale, NY)
- Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals ... through financial planning. On your path to becoming a financial advisor , you start as a financial representative focused on client-building and… more
- Wealth Enhancement Group (Tarrytown, NY)
- …more information, please visit www.wealthenhancement.com. We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as part ... advisory team to actively manage client relationships with excellent service Assist the Financial Advisor during client meetings and with follow-up Take meeting… more
- Citigroup, Inc. (Huntington, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Zoe Financial (New York, NY)
- …cap table. Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor , Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor ... Role The Zoe Wealth Platform matches pre-qualified prospective clients with Financial Advisors, and streamlines the process of client onboarding, account opening,… more
- Pontera (New York, NY)
- …and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor . Pontera is used by financial advisors across the ... with all levels of buyers and influencers at Fortune 100 financial institutions (verbal, written, presentation) Excellent relationship builder, capable of winning… more
- Pontera (New York, NY)
- …and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor . Pontera is used by financial advisors across the ... Retirement : 401(k) with employer match & employer-sponsored access to a retirement advisor Family Benefits : Paid parental leave & reimbursement program for family… more
- PNC Financial Services Group, Inc. (Nassau, NY)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based in New Jersey or Northeast PA. ... helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of… more
- Northwell Health (New Hyde Park, NY)
- …and provides guidance on high-impact strategies and solutions based on financial , operational, technology and market analyses to help increase the profitability ... needs assessments of equipment, systems and software to ensure reporting of financial and operational metrics and optimal service outcomes. Ensures compliance with… more
- EisnerAmper LLP (New York, NY)
- …the autonomy to reach your goals. We are seeking an Audit Manager to join the Financial Services Audit practice, able to sit in a number of our offices. We are ... competing priorities Review and examine, and analyze accounting records, financial statements, and other financial reports to...create and foster. We act as a trusted business advisor every step of the way, from a client's… more
- PIMCO (New York, NY)
- …has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. FINANCIAL INSTITUIONS AT PIMCO The FIG PM team ... for risk across the overall portfolio. PIMCO manages >$400Bn in affiliated financial institutions assets and >$100Bn in unaffiliated global insurance assets. JOB… more
- Houlihan Lokey, Inc. (New York, NY)
- …investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey ... for the past two years, the No. 1 M&A advisor for the past 10 years in the US,...entrepreneurs. In partnership with our Industry Coverage teams and Financial Sponsors Group, we combine superior sector knowledge and… more
- Vise (New York, NY)
- …accounting operations and play a critical part in maintaining accurate financial records, reconciling accounts, ensuring timely month-end close processes, and ... supporting the accounting and financial operations functions. This is an exciting opportunity for...expertise and service to clients. Vise is the outsourced sub- advisor , doing trading, rebalancing, and managing client portfolios fully… more
- The Leading Hotels (New York, NY)
- …milestones and build lasting commercial capabilities. Acting as a strategic advisor , you'll deliver tailored learning experiences, actionable insights, and ongoing ... to support continuous improvement efforts. Consulting Serve as a trusted advisor to hotel Commercial Strategy teams, providing practical guidance and tailored… more
- Capco (New York, NY)
- …the Team: Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ... have made us sought after thought leaders in the financial services industry. Our global team of specialized consultants...deep insights into industry and customer dynamics. Client & Advisor Experience: Transformation of client & advisor … more
- BlackRock, Inc. (New York, NY)
- …pivotal in shaping how our products are perceived and adopted by US financial advisors across both digital and traditional distribution channels. You'll lead a ... data and technology to drive personalization, lead generation, and advisor engagement. Develop differentiated product narratives across asset classes, translating… more
- Phaxis (New York, NY)
- …administrative support to the Client Advisory Team consisting of an Associate Client Advisor , Client Advisor , and Senior Client Advisor . Responsibilities: ... well written and email correspondence, which may require the use of financial vocabulary and broad knowledge of the firm's operations, systems, and employees.… more
- City of New York (New York, NY)
- …as quickly as possible. Under the general direction of the Senior Advisor to the Chief Operating Officer (COO), the Executive Support Administrator performs ... including reports, memos, talking points, and presentations, to support the Senior Advisor and COO in decision-making and interagency coordination. - Maintain and… more
- World Insurance Associates LLC (Buffalo, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed ... outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top… more
- NFP (New York, NY)
- …and casualty broker, benefits consultant, wealth manager, and retirement plan advisor . NFP provides solutions enabling client success through the expertise of ... and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com. JOB SUMMARY:… more
- Stash Invest (New York, NY)
- …in the day to day Brokerage Operations of a rapidly growing investment advisor . Responsibilities Assist in the day to day brokerage operations, including account ... development Requirements A Bachelor's degree 2-5 years of experience working in financial services or Financial Technology Strong written and oral communications… more
