Entry Level Financial Representative - Flexible PT/FT

You will help families to reach their financial goals

We’re looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you’ll have the opportunity to accelerate your path to management, and advance within 12 months. Job Description New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*. In the Fast Track Management Program, you’ll start as a financial professional to gain hands on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager. Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities. Our extensive resources include: · Our NYLIC University training program, designed to provide career-long support and growth includingtuition reimbursement program for certain advanced, professional designation courses · Three highly-skilled teams providing advanced markets support: o Our Advanced Planning Group o Eagle Strategies for qualifying agents who are also Registered Representatives o The Nautilus Group for qualifying agents who pay a monthly subscription fee. · A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs About New York Life We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Job Type: Full-time Pay: $47,616.71 - $160,504.54 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Paid time off Retirement plan Tuition reimbursement Vision insurance Experience: Financial concepts: 1 year (Preferred) Work Location: Hybrid remote in New York, NY 10007

We are expanding our office and seeking motivated individuals to join our team as Financial Advisors. In this role, you'll guide clients in financial planning, investment strategies, and insurance needs. You'll perform financial needs analyses, offer personalized solutions, and build lasting client relationships. We offer comprehensive training, flexible schedules, and the potential for substantial income. Join us to advance your career in a supportive and dynamic environment. Position Overview: As we expand our office, we're looking for driven individuals to join our team as Financial Advisors. In this role, you'll help clients with financial planning, investment strategies, and insurance needs. Your duties will include conducting financial needs assessments, offering customized solutions, and nurturing strong client relationships. Primary Duties: - Provide financial advice and guidance to clients - Perform needs analyses to create tailored financial strategies - Offer expertise in financial planning, asset management, and wealth management - Develop and maintain lasting client relationships - Engage in ongoing training and professional growth Qualifications: - Strong customer service abilities - Preferred experience in management, coordination, or reception - Open to Full-Time and Part-Time candidates - Flexible scheduling options Earnings Potential: - Part-Time Agents: $2,000 - $5,000+ monthly - Full-Time Agents: $5,000 - $10,000+ monthly What We Provide: - Fast Licensing: Obtain your license in just 15-30 days Top-Tier Training: Learn from industry-leading professionals - Daily Earnings: Benefit from daily direct deposits - Training Bonuses: Earn extra incentives during training - Trip Rewards: Earn trips based on performance - Paid Training: Receive financial compensation during training - License Sponsorship: We sponsor state and federal licenses - High Income Potential: Achieve a strong six-figure income within 6-12 months Licenses Available: - Life Insurance - Series 6 Investment - Series 63 - Series 26 Principal Investment - Mortgage Loan Originator

About Us: Premium Merchant Funding is a leading finance company in NYC's Financial District, specializing in small business lending for high-risk businesses. Our Mission: To empower small and medium-sized businesses often overlooked by traditional banks, helping them not just survive, but thrive. Core Values: - Teamwork and Collaboration - Transparency and Accountability - Honesty and Integrity - Client-First Approach - Innovation - Community Engagement - Long-term Client Relationships - Industry Leadership Position Overview: As a Business Development Representative, you'll support small and medium-sized businesses by identifying and nurturing potential clients, initiating valuable conversations, and creating sales opportunities. Key Responsibilities: Prospecting: Engage potential clients through various channels. Qualification: Assess client needs and fit for our financial solutions. Advocacy: Educate potential clients on our services. Closing: Master sales techniques and manage your sales cycle. Data Management: Maintain detailed records in our CRM system. Qualifications: - Sales or customer service experience preferred - Excellent communication skills - Independent and collaborative work style - Strong problem-solving abilities - Persistence and results-driven mindset - Passion for helping businesses succeed What We Offer: - Performance-based pay (OTE $70,000 - $100,000 - in the first year) - Training and development opportunities - Supportive work environment - Prime NYC location - Career growth opportunities - Uncapped commission Apply Now: If you value transparency, integrity, and innovation, and want to make a meaningful impact on businesses, we welcome your application.

Job Title: Part-time bookkeeper and Accountant Reporting to: Thomas Perez, CEO Job Description: We seek a skilled and experienced Part-Time Bookkeeper and Accountant to join our dynamic, fast-paced, small startup team. You will play a critical role in managing and overseeing all aspects of our financial operations. This is not just a traditional accounting role; you will own the accounting function, taking full responsibility for ensuring the accuracy and integrity of our financial records. We are looking for someone who can work independently, without the need for constant oversight or coaching, and who can confidently manage the entire accounting process from start to finish. Key Responsibilities: Ownership of Accounting Functions: Take full ownership of the accounting function, ensuring that all financial transactions are accurately recorded, and financial statements are prepared in a timely manner. This role requires a proactive approach to managing the accounting process, including identifying and resolving any discrepancies or issues independently. General Ledger Management: Maintain and manage the general ledger, ensuring that all entries are accurate, complete, and in compliance with company policies and accounting standards. You will be responsible for monthly reconciliations, adjusting entries, and ensuring that the ledger reflects the true financial position of the company. Month-End and Year-End Closing: Lead the month-end and year-end closing processes, including preparing and reviewing financial statements, managing accruals, and ensuring that all deadlines are met. You will coordinate with external auditors and tax professionals as needed to ensure compliance and accuracy. Financial Reporting and Analysis: Prepare and present financial reports to senior management, providing insights and analysis that inform business decisions. This includes preparing profit and loss statements, balance sheets, cash flow statements, and other financial reports as required. You will also be responsible for monitoring key performance indicators (KPIs) and identifying areas for improvement. Budgeting and Forecasting: Collaborate with management to develop and maintain budgets and financial forecasts. You will analyze financial results against the budget, providing recommendations for cost-saving measures and identifying potential risks. Accruals and Expense Management: Manage accruals and ensure that all expenses are recorded accurately and in the correct accounting period. You will oversee the reconciliation of expense accounts, credit card statements, and vendor payments, ensuring that all transactions are properly documented and accounted for. Accounts Receivable (A/R) and Accounts Payable (A/P): Manage all aspects of A/R and A/P, including applying payments, processing invoices, and supporting the collection of outstanding debts. You will ensure that payments are processed timely and accurately, and that all receivables are collected efficiently. This includes maintaining relationships with vendors and customers to manage cash flow effectively. Operational support: Work closely with the operations team to ensure that financial processes align with and support the company’s operational infrastructure. You will provide financial insights that help optimize operational efficiency and ensure that all financial controls are in place. NetSuite Expertise: Utilize NetSuite as the primary accounting software, managing all aspects of financial data within the system. You will be responsible for customizing and optimizing NetSuite to meet the company’s specific needs, ensuring that all financial processes are streamlined and efficient. Purchasing and Inventory Management: Manage the flow of placing purchase orders with our HQ, including overseeing product forecasts and ensuring accurate and timely transactions of production. You will be responsible for checking in shipments to the warehouse, managing annual and periodic inventory counts, and maintaining optimal inventory levels. This includes ensuring that inventory records are accurate and reflect current stock levels. Compliance and Internal Controls: Implement and uphold proper accounting methods, policies, and principles to ensure compliance with financial regulations and company standards. You will be responsible for maintaining internal controls and safeguards over financial transactions and reporting. Qualifications: Experience: A minimum of 5 years of experience in accounting, with a proven track record of managing general ledger activities, month-end closings, and accruals. Previous experience in a role that required significant independence and responsibility is essential. Operational Knowledge: Strong understanding of how operational processes impact financial outcomes, with the ability to work closely with the operations team to integrate financial and operational strategies. NetSuite Proficiency: Extensive experience using NetSuite for accounting and financial management is required. You should be comfortable customizing and troubleshooting within the platform to meet the company’s needs. Education: A Bachelor’s degree in Accounting, Finance, or a related field is required. Advanced certifications such as CPA or CMA are a plus. Independent Worker: We need someone who is self-motivated, can work independently, and does not require constant supervision. This role requires a high level of autonomy, and the ideal candidate should be confident in managing their workload and making decisions without the need for ongoing coaching. Attention to Detail: A meticulous approach to financial management, with a strong commitment to accuracy and thoroughness. You must have a keen eye for detail and the ability to spot and correct errors quickly. Communication Skills: Excellent written and verbal communication skills, with the ability to clearly present financial information to non-financial stakeholders. You should be able to explain complex financial concepts in a way that is easy to understand. Problem-Solving Skills: Strong analytical and problem-solving skills, with the ability to identify issues, evaluate options, and implement effective solutions independently. Working Hours: Standard hours are flexible, with the ability to work remotely. We anticipate an average of 10-20 hours per week.

Educational Alliance brings together and partners with diverse communities in Lower Manhattan, offering individuals and families high-quality, multi-generational programs and services that enhance their well-being and socioeconomic opportunities. We are a place where everyone s welcome and where progress is powered one relationship at a time. We are proud of our legacy as a Jewish organization, and we provide high-quality, transformational services and programs to all New Yorkers through our network of community centers on Manhattan's Lower East Side and East Village. As we have for over 130 years, we offer best-in-class programming - now across 15 sites, focusing on a mix of education, health and wellness, arts and culture, and civic engagement. The Director of Finance and Operations directly reports to and works in collaboration with the Executive Director of CSYD to ensure all administrative, operational and fiscal systems are developed and maintained at the highest quality. while providing guidance, support and leadership across all programs within the Community Schools and Youth Development Department (CSYD). The Director of Finance and Operations demonstrates a commitment to fostering an inclusive and equitable workplace while developing and implementing short and long-term strategic department goals to ensure robust and sustainable resources for programs. This position directly oversees the CSYD school-based Program Coordinators KEY RESPONSIBILITIES - Serve as CYSD liaison to coordinate and provide administrative, operational, and fiscal services to the CSYD team as a whole. - Collaborate with the CSYD Senior Director of Programs to identify and address administrative, financial and operational needs of program staff. - Coordinate inter-departmental operational support for programmatic operations at all sites, including IT, Facilities, Finance and Compliance/People and Culture, including assessment and improvement of policies and procedures for department workflow, fiscal management, people management, and compliance. - Collaborate with internal and external stakeholders such as funders, regulatory bodies (NYC Public Schools, NYC DYCD) and EA support services, including Department of Finance, Development, People and Culture, and Research and Evaluation. - Develop program budgets that align with program goals, and monitor revenue and expenditures to ensure responsible, and on budget fiscal management of programs and contracts. - Partner with EA Budget Analyst to ensure all fiscal data and information is timely and accurate, including cost and grant allocations, and to identify funding risks and challenges to ensure that funds are maximized, meet program needs and are fiscally responsible. - Develop and facilitate departmental fiscal trainings for CSYD staff to increase budget acumen and awareness. - Oversee submission of data, narrative reports, and program updates related to funding requirements; work with EA's Research and Evaluation department to ensure accuracy of data in database. - Responsible for maintaining compliance at each site with regulatory and EA policies and procedures in partnership with People and Culture/Compliance department. - Develop and maintain CSYD-specific operations manual. - Oversee, identify and actively develop new business opportunities for CSYD, including state and federal grant opportunities. - Manage Program Coordinators at each site. - Perform other duties as necessary Required and Preferred Qualifications - Master's degree in Accounting, Business Administration, Economics, Finance, or related field, or equivalent work experience. - A minimum of four (4) years of experience managing government grants, to include budgets, purchasing, contracts, compliance, data collection and analysis required; - Experience managing NYC Public Schools, DYCD, CACFP, 21st CCLC, Advantage, and ExpandED contracts; - Strong background and competency in business planning, budgeting, and forecasting; - Must be self-directed, organized, detail-oriented, competent problem solving and a strong negotiator. - Non-profit experience required; - Experience managing staff required; - Demonstrated ability to manage multiple priorities and projects effectively; - Excellent interpersonal, organizational, verbal, and written communication skills; - Knowledge of MS Office, Excel, and adaptability to government and agency databases; - Knowledge of CBO/school partnerships. - Strong attention to details and an eye for developing efficient, interna systems and workflow.

Are you passionate about helping people achieve their financial goals? Do you have a strong desire to be part of a dynamic and empowered team? If so, we have an exciting business opportunity for you as a Financial Services Representative. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial needs and goals, providing tailored solutions to help them achieve financial success. • Product Knowledge: Maintain a comprehensive understanding of our financial products and services, including investments, insurance, and retirement planning. • Relationship Building: Develop and nurture long-term relationships with clients, ensuring exceptional service and client satisfaction. • Financial Planning: Create and present customized financial plans, helping clients make informed decisions about their financial future. • Team Collaboration: Work closely with team members to share knowledge, support each other, and contribute to a positive team environment. • Sales and Networking: Proactively seek new business opportunities through networking, referrals, and community involvement. Qualifications: • Experience: Prior experience in financial services, sales, or customer service is preferred but not required. We provide comprehensive training for the right candidates. • Education: A degree in finance, business, or a related field is an advantage but not mandatory. • Skills: Strong communication, interpersonal, and analytical skills. Ability to build trust and rapport with clients. • Licenses: Relevant financial licenses (e.g., Series 6, Series 7, or state insurance licenses) are a plus. Willingness to obtain necessary licenses is required. • Mindset: A proactive, positive, and growth-oriented mindset with a commitment to continuous learning and professional development. Benefits: • Training: Access to extensive training and development programs to help you succeed and grow in your career. • Support: Ongoing support from experienced professionals and a collaborative team environment. • Earnings: Competitive compensation structure with performance-based incentives and bonuses. • Growth: Opportunities for career advancement within a rapidly growing company. • Flexibility: Ability to manage your own schedule and work-life balance. About us We are dedicated to empowering individuals and families to achieve financial freedom and security. Our mission is to provide exceptional financial services through a team of knowledgeable and passionate professionals. Join us and become part of a team that values integrity, teamwork, and the pursuit of excellence. How to Apply: If you are ready to take the next step in your career and make a meaningful impact on people’s lives, we want to hear from you! Apply today!