- Strategies for Wealth (New York, NY)
- Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job ... & 63/66 license is considered a plus *Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial … more
- JPMorgan Chase & Co. (Englishtown, NJ)
- …want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … 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 ... Retirement : 401(k) with employer match & employer-sponsored access to a retirement advisor Family Benefits : Paid parental leave & reimbursement program for family… more
- Ares Management Corporation (New York, NY)
- …wellbeing app, financial wellness benefit that includes access to a financial advisor , new parent leave, reproductive and adoption assistance, emergency ... backup care, matching gift program, education sponsorship program, and much more. There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active. 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
- MUFG Bank, Ltd. (New York, NY)
- …voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures… more
- Masterworks (New York, NY)
- …publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized as one of the Top 50 Startups in the ... based out of our offices at 1WTC in the Financial District of New York City. With an entirely...and onboards several hundred prospective investors. As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you… more
- Spartan Placements LLC (New York, NY)
- …papers, financial statements, and related reports. Act as a trusted advisor in financial matters. Understand clients' business objectives and provide ... 10+ years of experience, most in AEC Thorough understanding of financial reporting, accounting principles, and regulatory requirements. Strong analytical and… 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 ... materials that support platform growth. Collaborate closely with marketing, sales, advisor success, product, and other cross-functional teams to ensure channel… more
- Boardroom Advisors (New York, NY)
- …between 1-10 days a month. Our approach is to provide the highest quality Board Advisor skill set, with a strong emphasis on strategic and commercial skills, and to ... This can significantly reduce the risk of failure and financial loss. Access to established systems and processes: Another...and investors to create a position as the "trusted advisor of choice". We require team members who can… more
- Pace University (New York, NY)
- Description The primary responsibility of an Academic Advisor is to support new and continuing undergraduate students with an efficient delivery of Academic Advising ... Spring, if needed). Students in these sections form the advising caseload for the Advisor for the academic year, from the point of orientation (summer or winter)… more
- Peoples Security Bank and Trust Company (Piscataway, NJ)
- …development activities outside the office. Develops a reputation as a trusted financial advisor to customers and contacts. Maintains contact with customers ... aggressively promotes the Bank to real estate agents, builders, developers, financial planners/CPAs, attorneys, and other referral sources. Participates in business… 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
- Farther (New York, NY)
- …the ground up. You'll transform how we recruit and onboard financial advisors by creating world-class enablement programs, competitive intelligence, and experiential ... Discovery Day experiences that generate advisor evangelism. This is a unique opportunity to completely reimagine the advisor recruitment experience while working… more
- AlphaSense (New York, NY)
- …ensure users maximize their AlphaSense experience. Serve as a trusted advisor , understanding client workflows and proactively addressing their needs. Customer Health ... : Partner closely with account management to engage with users, provide tailored training, optimize workflows, and deliver ongoing product consultations to enhance client success and retention. Growth Initiatives : Support sales efforts by leading product… more
- St. John's University (Long Island City, NY)
- …Student & Scholar Services Office Specific Job Title : International Student Advisor Reports to : Director of International Student & Scholar Services Campus ... Director of International Student and Scholar Services, the International Student Advisor is responsible for advising and assisting international students and… more
- HBK CPAs & Consultants (Holmdel, NJ)
- …Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created ... talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in… 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
