Globe Life National Income Division: Pappas Akuamoa Organization

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• Citizens

  

  Private Client Financial Advisor - Bronx, NY

  4 days ago

  NEW YORK

  Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

• Charles Schwab

  

  Financial Consultant Partner - New York, NY (Midtown)

  2 days ago

  NEW YORK

  Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: • 3+ years of Financial Services Industry Experience, • Strong written and verbal communication skills, • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize, • Ability to identify new relationship development, • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s), • Ability to uncover and meet client needs and effectively manage client expectations, • Ability to build and maintain good cross-enterprise working relationships, • Capability to become a Notary, • Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool, • Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

• Zurich Insurance Company Ltd.

  

  Executive Underwriter OR AVP, Underwriting Director- Large Casualty

  23 hours ago

  New York

  Zurich is currently looking for an experienced Executive Underwriter OR AVP, Underwriting Director- Large Casualty for our team in the East Region to focus on Domestic Casualty business! We are hiring this new team member for our Philadelphia office. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal accounts within the Mid-Atlantic region. This is a market facing position and you are expected to be visible in the marketplace 25% of the time. Our motto: One Carrier, One Solution, we are selling Domestic Casualty business together with Umbrella, Property, Financial Lines, Cyber and International to provide a holistic solution to large, complex customers. This role will be filled at either the Executive Underwriter OR AVP, Underwriting Director Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position. For the right candidate, we will provide relocation benefits for someone moving to the desired territory. The Large Casualty Underwriter is responsible for: While this position is based out of the Philadelphia, PA Office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role requires visibility in the marketplace, with the expectation of being in the office or market three days per week. • Underwriting, analyzing, and generating new and renewal business, • Market facing and production within the Large Casualty, National Accounts division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships in the Mid-Atlantic Region, • Working within broad limits and authorities on highly complex assignments Basic Qualifications: Executive Underwriter: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR AVP, Underwriting Director: • Experience with Microsoft Office Preferred Qualifications for both: • Bachelor’s Degree, • Strong verbal and written communication skills, • Microsoft Office experience 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 combined salary range for this position is $78,100.00 - $169,100.00. The proposed salary range for the Executive Underwriter is $78,100.00 - $127,800.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the AVP, Underwriting Director is $103,300.00 - $169,100.00, with short-term incentive bonus eligibility set at 15%. 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 - Philadelphia Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JJ1 #LI-DIRECTOR #LI-HYBRID

• Eco-Tax, Inc

  

  Bookkeepers/Accountants(CPA Firm)

  10 days ago

  New York

  Job Description A midsize growing CPA firm located in Brooklyn is hiring experience full time bookkeepers\accountants. Individuals need to have great data entry skills, have good communication skills, knowledge of bookkeeping, organizing records, attention to detail, having an understanding of the bigger picture, be discipline, have an interest in furthering your education, and be committed. Duties and responsibilities include handling clients quickbooks desktop and online accounts, reconciling bank and credit cards account, posting journal entries, monthly and quarterly adjustments, and closing year end books, and communicating with clients on going basis. Great job opportunity. Great salary and employee benefits, health insurance, 401k etc.....

• MS 1040 LLC

  

  staff accountant

  2 months ago

  New York

  Job Description MS1040 LLC on 57th Street in New York City is searching for an Accountant to join its small office. This position will be in the office most of the time and we offer a professional, clean, and up-to-date environment. Description · Communicating with clients via phone, email and in-person · Accounting, tax and bookkeeping work (MS Excel, QuickBooks, Tax software) · Help to minimize taxes and expenses for clients · Inputting and preparing tax returns (they get harder as you get more experience) · Learning how businesses function · Working with, and learning from, two wise CPA’s Benefits · Assistance with pursuing a CPA license (optional but definitely a plus) · Fresh (and excellent) coffee every day · Standard medical insurance (after waiting period) · Vacation days · Flexible summer Fridays Requirements · College education in business, finance, accounting or similar field (either AAS or BA) · Comfortable with numbers and people · Communicative and organized · Optional experience that is a “nice to have” include: o experience preparing financial statements and/or tax returns

• PRI Technology

  

  Staff Tax Accountant

  4 days ago

  New York

  Job Description THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN. We are looking for a Staff Tax Accountant. (Bilingual Italian is a plus) The right candidate must have 2 to 3 years’ experience working in an accounting office or CPA firms. Part of the experience requirement is managing clients, processing Payroll, Sales Tax, Licenses and Permits, month end close, and financial statement preparation. It is extremely important that the candidate possesses strong analytical skills, problem solving skills, strong attention to detail and common sense and flexibility are equally valued in this role. Qualifications - Requirements · Bachelors’ degree in Accounting required · Minimum of 2 years' experience in Public Accounting. · Proficient using Microsoft Office (Word, Excel, Outlook), QuickBooks, Sage 50 · Processing Payroll, Sales Tax, Licenses and Permits is a plus · Experience in month end close, and financial statement preparation · CPA Candidate a plus · English required and Italian a plus · Must be able to work well under pressure and manage time efficiently Company DescriptionInternational accounting & consulting firmInternational accounting & consulting firm

• Robert Half

  

  Staff Accountant

  17 days ago

  New York

  Job Description We’re partnering with a dynamic, New York–based commercial real estate firm that’s looking to add a sharp, detail-oriented Staff Accountant to their growing team. This is a great opportunity for someone who enjoys rolling up their sleeves, takes pride in clean financials, and wants real exposure to investment and venture entities within a sophisticated real estate platform. If you’re analytical, organized, and excited about being close to the business—not just the books—this role offers both responsibility and room to grow. What You’ll Be Doing • Own day-to-day accounting activities across investment and venture entities, including AP review, cash management, and initiating wire transfers, • Support the monthly close process, including general ledger reconciliations and preparation of detailed workpapers, • Build and maintain monthly internal reporting packages that provide clear visibility into financial performance, • Track and manage cash flow projections to ensure liquidity across entities, • Review and reconcile tax documentation (including K-1s from investment funds) against internal records, • Perform bank reconciliations and monitor daily cash balances with precision, • Partner with external auditors, tax advisors, and internal stakeholders to support audits and ensure compliance, • Strong foundation in accounting principles and financial reporting, • Excellent attention to detail with the ability to manage multiple priorities, • Comfortable working in a fast-paced, entrepreneurial environment, • Proactive mindset—someone who looks for ways to improve how things are done, • Exposure to real estate investments and venture structures, • Hands-on responsibility with meaningful ownership, • Collaborative, down-to-earth team culture • Bachelor's degree in accounting or a related field., • At least 2 years of experience in accounting, preferably within the investment or venture industry., • Proficiency in accounting software programs and advanced Excel skills., • Strong knowledge of general ledger management, journal entries, and corporate tax returns., • Ability to perform cash forecasting and accounts payable processes with accuracy., • Excellent analytical and quantitative skills to identify trends and solve complex problems., • Effective communication and presentation skills to collaborate with internal and external teams., • Familiarity with investment accounting principles and practices.

• Robert Half

  

  Full Charge Bookkeeper

  21 days ago

  New York

  Job DescriptionWe are looking for a skilled Full Charge Bookkeeper to join our team in New York, New York. The ideal candidate will take ownership of financial operations, ensuring accuracy and efficiency in managing accounts payable, receivable, reconciliations, and overall cash flow. If you are detail-oriented and have a strong command of accounting principles, we encourage you to apply. Responsibilities: • Process and code invoices for accounts payable, ensuring accuracy and supporting regular check runs., • Create and distribute client invoices, apply cash payments, and follow up lightly on collections as needed., • Perform daily bank reconciliations, maintaining up-to-date and precise records of transactions., • Reconcile credit card statements regularly to reflect frequent purchases made by team members., • Oversee the flow of funds, including billing clients, processing outgoing payments, and managing shipping-related transactions., • Ensure timely and accurate management of all accounts receivable and payable activities., • Conduct thorough reviews of financial records to identify and resolve discrepancies., • Collaborate with team members to streamline bookkeeping processes and improve efficiency., • Proven experience as a Full Charge Bookkeeper with expertise in managing comprehensive financial operations., • Proficiency in using Excel for bookkeeping and accounting tasks., • Strong skills in handling accounts payable and accounts receivable processes., • Demonstrated ability to perform bank reconciliations with precision and consistency., • Familiarity with credit card reconciliation practices and procedures., • Exceptional attention to detail and organizational skills., • Ability to manage multiple tasks efficiently while maintaining accuracy., • Strong communication skills to collaborate with team members and clients effectively.