Trabajos Accounting & Finance en Melville, NYCrear alertas
- Aegis Capital Corporation
Operations Associatehace 29 días$50000–$75000 anualJornada completaMelvilleOperations Associate Aegis Capital is a full-service investment bank which provides corporate finance, research and sales trading to corporate, institutional and high net worth individual clients. Investment banking services include initial, secondary, and follow-on offerings, institutional private placements and merger and acquisitions advisory services. We are seeking a full-time Operations Associate to work at our NYC & Melville, NY office. We are looking for a motivated, organized individual that can interface with leaders, managers and team members while exercising tact and discretion in handling sensitive information. This position provides excellent exposure to a wide range of administrative and business activities for motivated, creative, and aspiring individual. Duties of this position include: · Handling a broad range of duties from day-to-day operational activities, scheduling meetings and correspondence and phone management. · Work closely with the clearing firm · Critically think beyond day-to-day operations and analyze a variety of factors and metrics when making decisions for the department. · Oversight of opening new investment accounts, client presentations and account services. · Assist with day-to-day operations and office related tasks as needed · Provide reception support Qualifications: · 4+ years of financial services experience · Forward thinker with proactive mindset · Solid organizational and time management skills · Excellent verbal and written communication · Committed, accurate, detail-oriented and dedicated individual · Preferred Series 7 or 99 licensed Additional Abilities · Problem-solving skills with the ability to analyze trends and identify and communicate problems or concerns. · Demonstrate confidence, skill, and professionalism needed to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm. · Executes with a sense of urgency, a drive to make an impact, and a high level of self-confidence. · Must be able to work well in high pressure situations and elevated workloads. · Desire and ability to actively and positively contribute within a highly collaborative team setting · Willingness to remain responsive and flexible in a dynamic environment · Ability to engage partners internally and externally in a professional and productive manner to maintain a high level of performance and service Aegis Capital Corporation, Member: FINRA/SIPC, EOE/M/F/D/V/SO
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Financial Advisorhace 1 mes$75000–$200000 anualJornada completaMelvilleAEGIS CAPITAL – FINANCIAL ADVISOR About Us: Aegis Capital Corporation is a full-service wealth management financial services firm founded in 1984. Aegis offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. We are expanding our team and seeking motivated individuals who are passionate about helping clients reach their financial goals. Job Description: As a Financial Adviser, you will work closely with clients to assess their financial needs, develop customized plans, and provide recommendations on investments, retirement planning, and risk management alongside a senior representative. You will build and maintain strong relationships, educate clients on financial products, and help them navigate their financial journey with confidence. Key Responsibilities: ● Develop and implement personalized financial plans for clients ● Provide guidance on investments, insurance, and retirement planning ● Build and maintain long-term client relationships ● Stay informed about market trends and financial products ● Conduct financial reviews and adjust plans as needed Qualifications: ● Bachelor’s degree in finance, business, or a related field (preferred but not required) ● Experience in financial advising, sales, merchant cash advance (MCA), solar sales, or customer service (preferred but not required) ● FINRA Series SIE, 6, 7, 63,65 or 66 licenses & Life/Health Insurance (or willingness to obtain) ● Strong interpersonal and communication skills ● Self-motivated with a results-driven ambitious mindset What We Offer: ● Competitive compensation (salary + bonus) ● Comprehensive training and highly accelerated mentorship program ● Licensing assistance and continued education opportunities ● Career growth opportunities within a dynamic industry If you are passionate about financial planning and enjoy helping clients, we would like to hear from you. Job Type: Full-time
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