Financial Advisor - Financial institution

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• Globe Life National Income Division: Pappas Akuamoa Organization

  

  Client Protection Advisor

  hace 9 días

  $60000–$150000 anual

  Jornada completa

  Long Island City, Queens

  We’re Hiring a Coachable, Personable Representative — Join Our Team! Are you confident, professional, and great with people? We’re looking for a coachable and personable representative who thrives in a modern, flexible work environment. What You’ll Love About This Role: • 100% Remote — work from home most days, • Office Day: Thursdays only, • Engaging Conversations — phone calls and Zoom meetings, • No cold calling. No telemarketing. Just meaningful interactions, • Immediate Hire — start right away Position Details: • Full-Time Only, • Must be available immediately, • Strong communication and people skills required Next Steps: Qualified candidates will receive a call from our hiring manager, Tristian, within the week. Please ensure your resume includes your most up-to-date phone number. We’re excited to connect with you—good luck, and we look forward to speaking with you!

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• Charles Schwab

  

  VP, Financial Consultant - New York, NY (Flatiron)

  hace 2 días

  NEW YORK

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and 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

• Charles Schwab

  

  VP, Financial Consultant - New York, NY (Wall Street)

  hace 2 días

  NEW YORK

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. 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. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. 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

• AMS Staffing, Inc.

  

  Financial Analyst- 3526614

  hace 28 días

  New York

  Job Description Job Title: Financial Analyst Location: New York NY 10036 Salary/Payrate: $85K-$100K annually, discretionary bonus and AWESOME benefits!!! Work Environment: Hybrid (3 days WFH Wednesday is in-office day) Term: Permanent / Fulltime Bachelor’s degree required: YES Referral Fee: AMS will pay $500 should the person you refer gets hired JOB DESCRIPTION The Financial Analyst will provide actionable, accurate, and professionally presented information to their own department and other internal decision makers in support of the Firm’s initiatives, including the monitoring of financial / operational performance, trend analyses, and business development. This role will involve producing routine (weekly, monthly, quarterly, and annual) PowerPoint presentations and excel files depicting consolidated financial / statistical performance and profitability, as well as department, client, and timekeeper views of the same. Additionally, the role will require ad hoc reporting, analyses, and miscellaneous data pulls as requested. This position will also interact with our larger Accounting team and contribute to the completion of periodic peer / bank surveys. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Compile and provide senior leadership with weekly, monthly, quarterly, and annual financial review presentations and other ad hoc analyses, • Extract data from 3e, Master Data Hub (data warehouse), or other repositories for data queries or ad hoc analyses requested by your manager, other team members, attorneys (including Partners), • Be first point of contact to provide data or analyses requests posted to a central request help distribution list, • Validate Power BI dashboard content and send notification email to constituents notifying them of recent updates and availability, • Work with other Business Services departments in compiling or analyzing data, • Work with the Accounting and Pricing teams to answer audit inquiries and complete benchmark surveys, • Create and modify SSRS reports / data threshold alerts as requested by attorneys and Business Service leadership, • Review SSRS reporting library and streamline contents to standardize reports / alerts and eliminate unused reports, • Assist with the input, collection, and reporting of budget data in our matter budgeting software, • Assist with the data validation between different repositories to ensure consistency and accuracy, • Iterate with Legal department leads on the completion of their annual business plans by providing and collecting supporting KPIs, • Assist the Professional Development and Accounting departments with metrics and reporting related to performance evaluations, • Work with attorneys by answering questions related to financial dashboards, • Assist partners by providing information and insights related to client/matter performance, • Serve as a thought-partner with others inside and outside the department by providing insight to data findings, • Assist with consolidating Firmwide budgeted components for Senior Leadership review, iterating with Department Leads, and preparing formal budget presentations for our Management Committee QUALIFICATIONS, SKILLS AND COMPETENCIES: • Bachelor’s Degree required, • Minimum 2 to 4 years experience required, • Proficiency with Excel required, advanced skill-level preferred, • Proficiency with SQL required, advanced skill-level preferred, • Experience with SSRS preferred, • Experience with organizing, navigating, manipulating, and maintaining large data sets and extracts required, • Experience gathering information from multiple data sources and combining into organized, logical, and methodical data sources that provide source information in formal presentations, preferred, • Experience with financial analytics and scenario modelling preferred, • Experience with PowerPoint preferred, intermediate to advanced skill-level preferred, • Familiarity with Elite 3e preferred, • Experience with professional services operational model preferred, • Demonstrate data sources cross-check to source data for validation, and are easily understood by others within the department, • Possess excellent organization skills with keen attention to detail, • Demonstrate excellent problem-solving and analytical skills, • Possess curiosity to investigate anomalies or unusual trends, • Demonstrate flexibility and initiative with respect to problem solving, • Operate well in a fast-paced and multi-constituent framework, • Interact professionally and collegially with all levels with the Firm, • Work well independently, with teams, and, at times, minimal supervision, • Manage time and priorities well; keep manager apprised of deliverables, • Consider upcoming deadlines and prepare accordingly so as not to have last-minute activities, • Take pride in their work product and produce polished professional reports for direct distribution to constituents

• CMCOM LLC

  

  Retail Financial Analyst

  hace 7 días

  New York

  Job Description Financial Analyst CMCOM | Construction Management & Digital Infrastructure Solutions Hybrid – New York City (World Trade Center) Full-Time Contract Assignment | 1-Year Term (Extension Possible) Salary Range: $95,000 – $125,000 annually (commensurate with experience) Clearance Required: SWAC ID Upon Hire About CMCOM CM-COM is a Construction Management and Digital Infrastructure Solutions Provider delivering program oversight, project controls, and technology-enabled execution for complex infrastructure and capital investment initiatives. We support large-scale transportation, utility, tunnel, bridge, facility, and resiliency projects by integrating construction management governance with modern project systems, performance reporting, and digital delivery tools. Position Overview CMCOM is seeking a high-performing Financial Analyst to support capital planning, project financial performance monitoring, and executive-level reporting across a major infrastructure portfolio based in New York City. This position is ideal for an analytically driven professional who thrives in fast-paced, high-accountability environments and is ready to contribute to mission-critical public-sector investment initiatives. Key Responsibilities In this role, you will: • Support monthly reporting of project cost, spending, commitments, and schedule performance, • Maintain and enhance Excel-based capital plan trackers, dashboards, and forecasting tools, • Assist with onboarding and financial setup of new capital projects, • Coordinate with internal stakeholders to ensure budget alignment and documentation compliance, • Perform variance analysis to identify key drivers of over- and under-spending, • Prepare summary reports and executive-ready budget packages for senior leadership review, • Manage multi-year spending databases and contribute to long-range capital planning updates The ideal candidate will bring: • Bachelor’s degree in finance, Accounting, Economics, Engineering, or Business Administration, • 1–3 years of progressive experience in financial analysis, budgeting, or project controls, • Advanced expertise in Microsoft Excel, including:, • Pivot tables, • Lookup functions, • Complex formulas, • Financial modeling and automation, • Strong analytical and problem-solving capability with exceptional attention to detail, • Ability to communicate clearly across technical, financial, and executive audiences, • Familiarity with project controls and capital program delivery environments, • SharePoint experience and large-scale reporting workflows, • Ability to manage multiple deliverables under tight deadlines, • Hybrid assignment based at World Trade Center, NYC, • Occasional visits to regional project facilities as required CMCOM offers a competitive compensation and benefits package aligned with the NYC infrastructure consulting market: Salary Range: $95,000 – $125,000 per year (Dependent on qualifications, experience, and technical capability) Benefits Include: • Comprehensive medical, dental, and vision insurance, • Employer-supported retirement plan options, • Paid Time Off (PTO) and paid holidays, • Professional development and training support, • Opportunity to work on landmark infrastructure and capital investment programs, • Career growth within construction management, project controls, and digital delivery systems At CMCOM, you will join a mission-driven firm delivering infrastructure projects with precision, accountability, and technology-forward execution. We offer: • Competitive compensation and benefits, • High-profile capital program experience, • Exposure to executive-level infrastructure investment planning, • Long-term growth across major public-sector infrastructure initiatives If you are a driven financial analyst ready to support transformative infrastructure investment programs, we encourage you to apply today. CMCOM — Delivering Capital Projects Through Construction Excellence and Digital Innovation. Company DescriptionCMCOM is a certified MBE/DBE/SBE construction management, engineering, and technology consulting firm providing owner-side support to public agencies across the New York region. We specialize in program controls, engineering systems integration, and digital transformation for clients such as the Port Authority of NY & NJ, NYC DEP, DCAS, DDC, and MTA. Our team combines construction management and advanced technology expertise to help agencies modernize infrastructure delivery and improve project transparency.CMCOM is a certified MBE/DBE/SBE construction management, engineering, and technology \r\nconsulting firm providing owner-side support to public agencies across the New York region. \r\nWe specialize in program controls, engineering systems integration, and digital transformation \r\nfor clients such as the Port Authority of NY & NJ, NYC DEP, DCAS, DDC, and MTA. \r\nOur team combines construction management and advanced technology expertise to help \r\nagencies modernize infrastructure delivery and improve project transparency.

• Robert Half

  

  Senior Finance Associate - Asset Management

  hace 28 días

  New York

  Job Description Robert Half Financial Services are hiring for a Senior Finance Associate role for a global Asset Management firm located in midtown Manhattan New York. Our client requires 2+ years Audit or Accounting experience within Big 4 Financial Services Group or a publicly traded Asset Management or Capital Markets firm. Must have active CPA license, with knowledge of SEC Reporting and 10-Q / 10-K filings. The role requires 3 days per week in the midtown Manhattan office and 2 days work from home. Responsibilities: • 10-Q and 10-K SEC filings, • Analytical review of quarterly balance sheets and income statements, • Weekly performance reporting including returns, positioning, and attribution analysis, • Weekly dividend estimate, • Review and reconciliation of outside Administrator’s NAV package, • Close interaction with Portfolio Management team to address issues surrounding investment objectives and constraints within each fund’s investment mandate., • Understanding of asset classes owned within each fund, which may include bank loans, equities and structured products., • Application of provisions described in complex legal documents for Joint Ventures (e.g. PPMs/LPA/IMAs) including: Capital Call Provisions, Capital Allocations, Carried Interest Allocations, Distribution Provisions, Management Fees, Expenses., • Work with Investor Relations to prepare investor decks and earnings release, • Close interaction with outside accountants to assist in their audit work, • Close interaction with legal team to ensure compliance with regulatory requirements, • Materials for Board of Directors, • Capital reporting to investors of Joint Ventures Qualifications: • Active CPA license, • 2+ years Audit or Accounting experience within Big 4 Financial Services Group or a publicly traded Asset Management or Capital Markets firm, • Knowledge of SEC Reporting and 10-Q / 10-K filings, • Bachelor or Master Degree in Accounting with minimum GPA 3.2+ The Senior Finance Associate role requires 3 days per week in the downtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $110-125k base plus 15% bonus plus profit sharing and good benefits. If your profile matches the above criteria, please email me directly and add me on LinkedIn, Trishan Khareghat

• The Rockridge Group

  

  Financial Analyst

  hace 28 días

  New York

  Job DescriptionJob Title - Financial AnalystLocation -140 Broadway, NY, NY (remote now and for the foreseeable future with rising COVID cases until our office fully reopens.)Duration – Full Time EmploymentJOB DESCRIPTION:As a leader in Out-of-Home (Billboard) Advertising in North America, we help people, places, and businesses grow stronger! The primary responsibility for this position is Real Estate Development. This includes site identification, leasing, and permitting of new Out-of-Home Advertising assets (billboards, street furniture, and larger-than-life wall graphics). Secondary responsibilities include managing existing real estate assets to include lease renewal / easement negotiations, and other related matters as deemed necessary by management. Summary: The Financial Analyst is responsible for building and maintaining financial models, preparing business case analysis, analyzing large sets of data to understand trends and drive decisions and assist with other projects as needed.Responsibilities: • Build and maintain driver based financial models for capital investments, lease renewals, transit bids and acquisitions, • Assist with development and analysis of business case documents seeking approval for capital investment or economics in connection with billboard builds, lease renewals, asset purchases or transit bids, • Analyze opportunities to maximize revenue, reduce costs and create value, • Analyze historical revenue and expense trends to understand profitability of investments made, • Assist with the development of presentations for internal management, investor relations and/or Board of Directors, • Assist in ad hoc projects as neededRequired Qualifications:, • 1-2 years of experience in financial analysis and modeling, • Strong oral and written communication skills, • BS in Finance or other related field, • Strong understanding of financial statements, • Strong analytical skills with prior experience of building and maintaining financial models, • Experience manipulating large sets of data using Excel and other database tools, • Strong team player who can work independently and as part of a team, • Strong organizational skills, very detail-oriented, and ability to multi-task in a fast-paced environment, • Must be proficient in Microsoft Office with advanced MS Excel SkillsKey Points:, • This is for a very junior candidate (1-2 years), • We are not looking for an accounting background. This person needs to be very proficient in Excel (macros, PivotTables, Vlookups) and have done financial modeling., • We are open to a recent grad only if they have had applicable internship experience that meet the above., • Must also be a strong writer (will be writing a lot of business cases)

• Flik Hospitality Group

  

  FINANCIAL ANALYST

  hace 14 días

  New York

  Job Description Salary: $100000 - $105000 / year What makes FLIK click What makes FLIK click? Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We know how to pick them and we know how to grow them. It starts with hiring people who share our passion for food and hospitality. Once we find the right talent, we encourage, value and recognize their contributions. We keep our people renewed, excited and engaged by providing hands-on training and educating them about the latest trends. We give them a stake in successfully raising the bar. Our people love what they do and they love sharing their passion. Join our team and see the FLIK difference. Where a job isn’t merely a job but the start of a career where you can flourish. Job Summary The Financial Analyst will be responsible for assessing the financial performance of the account, assists with all the accounting and control functions at the account including all revenue and expense reporting, accounts payable, accounts receivable and monthly financial reporting requirements. Key Responsibilities: • Leads the financial planning & analysis function at the account, including the development of annual budgets linked to operational assumptions, rolling forecasts, and the supporting processes required to measure actual performance vs budgets and forecasts on a monthly basis., • Improves financial performance by analyzing results, monitoring variances, and identifying trends; providing performance guidelines and recommendations to management as appropriate., • Monitors operational metrics such as guest counts, average check, and product mix, developing client-facing analytical summaries and extracting insights to drive financial performance., • Provides strategic financial support to the operations ensuring that all opportunities for revenue generation and cost containment are identified and fully exploited., • Develops business cases to evaluate innovation and new product opportunities, including cashflow and ROI models when capital investments are required., • Creates client-facing presentations summarizing financial performance, operational metrics, and financial forecasts., • Ensures the accuracy of monthly financial statements by reconciling transactions and comparing and correcting data., • Determines cost of operations by establishing standard costs; collecting operational data., • Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions., • Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials., • Develop forecasts and budgets; compiling and analyzing budgets and forecast, monitoring variances and identifying trends., • Review of general ledger and balance sheet; resolving accounting/reconciliation issues; maintaining inventory and cost control procedures, and creation and design of reports and spreadsheets. Preferred Qualifications: • Proactive, results oriented individual that can add value to the operation while maintaining and managing business processes to ensure efficient accounting and internal control., • BA/BS in Accounting, Finance or Business Administration., • 3-5 years business experience in similar position, • Ability to prepare monthly financial statements, key metric reports, budgets, forecasts, cash flow projections and analyses, • Proficient in Microsoft Office applications, including buildin efficient Excel models to improve productivity & Powerpoint to create client-facing presentations on financial performance., • Adept at planning, organizing and controlling complex processes as well as analyzing moderately complex financial information, • Powerful communication and presentation skills, • Ability to manage multiple task & priorities, have strong organizational skills, and produce consistently accurate work., • Team Player and motivator, detail oriented, forward thinking, creative, ability to work under strict deadlines and maintain a consistently stable work environment. Flik is a member of Compass Group USA Click here to Learn More about the Compass Story Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Applications are accepted on an ongoing basis. Flik maintains a drug-free workplace. Associates at Flik Hospitality are offered many fantastic benefits. • Medical, • Dental, • Vision, • Life Insurance/ AD, • Disability Insurance, • Retirement Plan, • Paid Time Off, • Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs), • Paid Parental Leave Req ID: 1493165 Flik Hospitality Group JEANNE M LANE [[req_classification]]