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• Beato Services LLC

  

  Financial consultant

  hace 21 días

  Jornada parcial

  Manhattan, New York

  Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: Commission Based Work Location: Remote

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• Edward Jones

  

  Financial Advisor

  hace 21 días

  New York

  Job Overview This job posting is anticipated to remain open for 30 days, from 26-Aug-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹., • Salary for the first five years as you begin to build your practice², • A firm-provided branch office in the community, • Branch office support to help lighten the load so you can focus on your clients, • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in, • A compensation package that includes opportunities for commissions, profit sharing and incentive travel, • The flexibility that you need to balance your personal and professional lives - the best of both worlds, • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements)., • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals., • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines., • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our ___. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. Supplemental Starting Salary Range $45,000 - $100,000 Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? • An interest in financial services/markets and how they work, • Love of learning and challenges, including determination to succeed, • Skilled in long-term relationship building, • Comfortable in your ability to think critically, • Learning to be a financial advisor through our comprehensive training program?, • Delivering personalized investment and financial solutions to your clients?, • Taking ownership of your business's growth and success?, • Meeting professional and personal objectives as they relate to building your practice? Candidates should have at least one of the four qualifications bullets listed below: • A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry, • Financial services and/or sales experience, • Financial services registration, licensing, or certification, • SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period., • FINRA registrations required within three months. State insurance licenses will be required., • As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: ___ Check out our Canadian awards and accolades: ___ About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our ___. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

• Empower

  

  Empower Financial Planner

  hace 3 días

  New york

  Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Financial Planner within Empower's dedicated services model, you will provide comprehensive financial wellness and retirement planning for our Large to Mega client base. You will play a critical role in guiding participants throughout all phases of their financial life, delivering tailored advice and solutions that meet their long-term goals. This role emphasizes client engagement, relationship building, and delivering expert consultations aligned with Empower’s mission of financial empowerment. What you will do * Deliver certified, comprehensive financial plans as part of a dedicated team model for large and mega Empower customers * Engage participants in needs-based conversations to understand financial goals and recommend appropriate solutions, including Empower products and services * Provide education and guidance on all aspects of retirement readiness: managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, distribution options, and broader financial wellness topics * Act as an Investment Adviser Representative for Advised Assets Group, reviewing client portfolios and recommending strategies using Empower’s managed account services * Develop and maintain positive working relationships with participants, leveraging the CONSULT model to personalize each client experience * Conduct proactive outreach to current and former providers on behalf of participants to implement financial decisions * Maintain accurate and timely documentation of interactions using Salesforce and other internal systems * Actively participate in training sessions and staff meetings, sharing knowledge and best practices across the team * Educate clients about and enroll them into Managed Account solutions when appropriate. * Support long-term client relationships by delivering a high-touch, distinctive service experience both pre- and post-retirement What you will bring * Bachelor’s degree or equivalent combination of education and professional work experience (MBA preferred) * Certified Financial Planner (CFP) certification required * FINRA Series 7, 63, and 65 registrations required * Life insurance license required (must be obtained within corporate-established timelines) * FINRA fingerprinting required * Minimum 3 years of experience in financial services or the 401(k) industry * At least 2 years of direct experience in financial planning * Demonstrated ability to assess a client’s complete financial picture across investments, insurance, tax planning, education savings, and estate considerations What will set you apart * Strong client consultation skills with a professional, composed approach during interactions * Exceptional communication, organizational, and presentation abilities * Proactive, detail-oriented self-starter who thrives in a fast-paced, multi-tasking environment * Proven ability to deliver multi-product sales goals while navigating complex client needs * Comfort with digital tools and platforms; skilled at working in a paperless, cloud-based, and remote-service environment * Ability to quickly establish trust and build long-term relationships that drive client success * Experience using CRM tools like Salesforce and financial planning software * Strong commitment to financial education and empowering clients to make confident decisions #PJHTF What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time — 16 hours per calendar year, • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $102,800.00 - $145,175.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 09-19-2025 Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s ___ and check out ___. Workplace Flexibility: Remote - Must reside within territory

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• Citizens

  

  Citizens Teller - Part Time

  hace 7 horas

  New York

  Starting Salary: $19 / hour and up.YOU make a real difference for our customers and the branch team.You’ll greet our customers in our lobbies.You’re comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions.You’ll create amazing e

• Zurich Insurance Company Ltd.

  

  Associate Degree Apprenticeship Program - Underwriting Associate - Northeast (Summer 2026)

  hace 3 días

  New York

  Zurich North America’s Apprentice Program Zurich is accepting resumes for our 2026 Apprentice Program, apply today! The program launches at the beginning Summer 2026 as early as June 16th through July 20th. About the program: Our innovative General Insurance Apprentice Program allows participants to simultaneously gain their first-time higher education and the experience to launch a rewarding career in commercial insurance. In our New York City, Boston, OR Philadelphia office Apprentices will support our National Accounts - Underwriting Account Service Associate Team with: • Servicing accounts through our end-to-end process, • Accessing and evaluating underwriting processes while implementing best practices, • Following instructions from underwriters in areas of policy rating and pricing, • Reviewing application of mandatory policy forms in relation to accounts, • Resolving inquiries from brokers, underwriters, and internal customers Earn & Learn: The two-year program offered in New York City, Boston, OR Philadelphia combines targeted virtual coursework at Harper Community College or in-person coursework at BMCC with relevant work rotations at Zurich North America’s local office. The ideal candidate is seeking a first-time associate degree and has minimal college credits completed. Apprentices who successfully complete this two-year program will: • Work in a paid, benefit-eligible full-time position at Zurich, • Work 3 days a week, School 2 days a week, paid for all 40 hours/week, • Earn a tuition-free Associate in Applied Science degree in:, • Business Management with a concentration in Risk Management and Insurance (In-person at BMCC), • Receive a Department of Labor Certificate of Apprenticeship, • Possess credentials and skills for today’s ever-changing marketplace Basic Qualifications: • High School Diploma or equivalent., • Professional work experience not required., • Must be enrolled and validated as college ready by Harper or Borough of Manhattan Community College Admissions. This is a separate application process that can take place concurrently to Zurich's application process. Preferred Qualifications: • 1 or more years of work experience and/or leadership role in student activities and/or significant voluntary community service, • Interest in pursuing a career in the insurance industry, • Ability to balance multiple priorities between work and school deadlines, • Strong customer service skills, • Collaboration and problem-solving skills, • Ability to communicate with impact, • High degree of self-discipline and focus, • Attention to detail, • Ability to collaborate and work successfully in a team environment, • Intermediate computer skills, specifically Excel, • Ability to navigate learning and interactions in an online environment At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click ___. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed hourly range for this position is $20.20-$24.04, with short-term incentive bonus eligibility set at 5%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click ___ to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-

• Zurich Insurance Company Ltd.

  

  AVP, Surety Underwriting Officer OR VP Senior Underwriting Officer

  hace 5 días

  New York

  Zurich North America is currently looking for a Contract Surety Underwriter to join our large account contract space. This is a highly technical and market facing position and requires experience with Surety lines of business. We are open to hiring talent located within the east region at different locations. This position will require approximately 20% travel. Our ideal candidate would live in one of the following locations: New Jersey, New York, Boston, Maryland, Philadelphia. However we will condside the eastern sea board for the right location (NC, SC, GA, or FL). This role will be filled at either the AVP, Underwriting Officer or VP Senior Underwriting officer level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. We are open to candidates from nontraditional backgrounds within the contract surety space, including those with experience in financial analysis, accounting, and related fields. This role is responsible for the following: • Production and underwriting of new and renewal Surety business, • Managing of a large book of prominent accounts, • Internal marketing and production within Zurich North America in support of our cross-sell efforts, • Execution of the external marketing strategy, • Adherence to underwriting rules and guidelines, insurance laws, regulations, and the Zurich Way of underwriting, • Establish new as well as develop existing agency and broker relationships, • Working within limits and authorities on assignments of varying degrees of complexity Underwriting Officer-AVP (Level III) Basic Qualifications: • Zurich approved Apprenticeship program including an associate degree and 8 or more years of experience in the Claims or Underwriting Support area., • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business., • Experience working in a team environment. OR VP, Senior Underwriting Officer Qualifications: • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area, • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Established broker relationships., • Sales execution mindset, • Creative problem-solving skills, • Strong verbal and written communication skills Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, Click ___. Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The combined salary range for this position is $98,500.00- $215,000.00. The proposed salary range for the Senior level is $98,500.00 - $165,000.00, with short-term incentive bonus eligibility set at 15%. For the AVP level is $130,000.00- $215,000.00, with short-term incentive bonus eligibility set at 20%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click ___ to learn more. Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - New York, AM - Boston, AM - Florida Virtual Office, AM - Georgia Virtual Office, AM - Maryland Virtual Office, AM - New Jersey Virtual Office, AM - North Carolina Virt. Office, AM - Philadelphia, AM - South Carolina Virt. Office Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-LC1 #LI-ASSOCIATE

• Robert Half

  

  Accounts Payable Manager

  hace 25 días

  New York

  Job Description Expanding New York City organization is seeking an Accounts Payable Manager to lead and oversee the accounts payable operations within our construction industry team. This role involves managing day-to-day AP activities, ensuring compliance with company policies, and improving efficiency in payment processes. Responsibilities: • Supervise accounts payable staff to ensure accurate processing of invoices and payments., • Monitor and manage subcontractor payments, including reviewing lien waivers and ensuring compliance with legal requirements., • Oversee coding and verification of invoices for accuracy and proper allocation., • Conduct regular check runs and manage ACH payment processes to maintain timely disbursements., • Utilize Sage Timberline and Sage 300 software for efficient accounts payable operations., • Collaborate with project managers and other departments to resolve payment discrepancies., • Develop and implement procedures to streamline AP workflows and improve productivity., • Ensure adherence to company policies and regulatory standards in all accounts payable activities., • Prepare reports and analyses related to AP performance and present findings to leadership., • Train and guide team members to enhance their skills and knowledge in accounts payable practices., • Minimum of 5 years of experience in accounts payable management, preferably in the construction industry., • Proficiency in using Sage Timberline and Sage 300 software., • Strong knowledge of accounts payable processes, including coding invoices and conducting check runs., • Familiarity with subcontractor payment procedures and lien waiver management., • Experience handling Automated Clearing House (ACH) payments., • Exceptional organizational skills and attention to detail., • Ability to lead and mentor a team effectively., • Excellent communication and problem-solving abilities.

• Data Annotation

  

  Remote Finance Director - AI Trainer

  hace 4 días

  New York

  We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Bachelors/Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Give AI chatbots diverse and complex problems and evaluate their outputs, • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.