99 Wall Street, Manhattan, 10005, New York
Financial • 1-10 Employees
Hiring on JOB TODAY since April, 2025
Small Business Lending Company
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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: $70,879.00 - $79,188.00 per year Work Location: Remote
Looking for sales assistants with experience in the mca industry. Paying salary and percentage of revenue based off Performance. Our company isn't just based off performance but honesty, integrity, hard work, and most importantly we are equal and treat everyone as family who is employed here! CONTACT US TODAY and be apart of the TEAM!
Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex education. With more than 600 health centers across the country, Planned Parenthood organizations serve all patients with care and compassion, with respect, and without judgment, striving to create equitable access to health care. Through health centers, programs in schools and communities, and online resources, Planned Parenthood is a trusted source of reliable education and information that allows people to make informed health decisions. We do all this because we care passionately about helping people lead healthier lives. Planned Parenthood Federation of America (PPFA) is a 501(c)(3) charitable organization that supports the independently incorporated Planned Parenthood affiliates operating health centers across the U.S. Planned Parenthood Action Fund is an independent, nonpartisan, not-for-profit membership organization formed as the advocacy and political arm of Planned Parenthood Federation of America. The Action Fund engages in educational, advocacy, and electoral activity, including grassroots organizing, legislative advocacy, and voter education. Planned Parenthood values the experience of employees, and our cultural ethos is “In This Together” which aims to support a workplace culture that centers on belonging, learning, and individual recognition. Planned Parenthood Federation of America (PPFA) and Planned Parenthood Action Fund (PPAF) seek a proactive and detail-oriented Senior Revenue Accountant. This job reports to the Revenue Accounting Manager in the Finance Department of the Office of the Chief Financial Officer of PPFA. The Finance Department provides confidence to all stakeholders in the fiscal and fiduciary responsibility of Planned Parenthood Federation of America (PPFA), Planned Parenthood Action Fund (PPAF) and its related entities (collectively the Organizations) with a commitment to customer service, sound controls, compliance monitoring, and timely, accurate, and complete reporting, analysis and decision support to further the Federation’s mission. Purpose: The Senior Revenue Accountant is responsible for performing all revenue accounting functions in compliance with US GAAP revenue recognition guidelines. They are responsible for reviewing supporting documentation for donor contributions and pledges to determine the appropriate accounting recognition under US GAAP, recording journal entries related to revenue as a part of a monthly close cycle, and communicating compliance requirements to stakeholders. They will also work collaboratively with members of the Finance and Development team to reconcile donations with cash received. The Senior Revenue Accountant works collaboratively with the Revenue Accounting Manager to set and work towards objectives in alignment with organizational priorities. Delivery: • Perform monthly and quarterly revenue reconciliations and record journal entries as part of the financial closing process. • Review revenue transactions for proper recognition of donor restrictions. • Review grant agreements and pledge documentation to determine accounting recognition. • Reconcile cash, credit card, and stock donations with bank statements and investigate and resolve variances. • Prepare reports and analyses of revenue earned and cash received. • Assist in preparing for the year-end audit, including preparing supporting documentation, financial statements, and footnote disclosures. • Perform other duties as assigned. Engagement: • Work closely with members of the Finance team and other PPFA departments to accurately record financial transactions. • Collaborate with the Development team to review and reconcile revenue transactions and maintain supporting documentation. • Work closely with the General Accounting team to prepare financial reports and support the month-end closing process. Knowledge, Skills, and Abilities (KSAs): • Bachelor’s or associate’s degree in Accounting or Finance required. • 2-4 years of professional nonprofit accounting experience. • Excellent organizational skills and attention to detail. • Exceptional communication and interpersonal skills. • Ability to handle confidential information with discretion and professionalism. • Ability to work collaboratively and flexibly with a dynamic, fast-moving team, completing multiple tasks with accuracy and confidence. • Strong organizational, analytical, and problem-solving skills. • Strong oral and written communication skills. • High proficiency in Google products and Microsoft Office. • Flexibility and ability to adapt to quickly changing priorities and ambiguous situations. • A deep commitment to Planned Parenthood’s mission of promoting Sexual and Reproductive Health. Please apply using this link: https://jobs.lever.co/ppfa/928af96a-87ce-4222-8f44-f4f048f60710 Travel: 0-5% domestic Salary: $75,000-$80,000 per year This role is hybrid in our NYC office, requiring at least 2 days per week. Total offer package to include generous vacation + sick leave + paid holidays, individual/family provided medical, dental and vision benefits effective day 1, life insurance, short/long term disability, paid family leave and 401k. We also offer voluntary opt-in for Flexible Spending Account (FSA) and Transportation/Commuter accounts. We value a truly diverse workforce and a culture of inclusivity and belonging. Our goal is to attract qualified candidates and encourage applications from all individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, marital status, sexual orientation, gender identity, or any other characteristic protected by applicable law. We're committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. PPFA participates in the E-Verify program and is an Equal Opportunity Employer. #LI-SY1 PDN-HR Roles that are denoted as NYC, DC, or both will work a hybrid schedule and are expected to work in their assigned PPFA office a minimum 2 days per week unless the role is denoted as onsite, which requires working onsite full time or 5 days per week.
Compensation 100% commission + Bonuses & Lifetime Residual Income based benefits. Free training, Lead generation provided, and Growth Opportunities! Are you hungry for success and ready to take control of your income? We’re looking for hungry, motivated, coachable individuals to join our team. With no salary cap and unlimited earning potential! What you’ll do; Close Sales: Work with leads provided by the company and convert them into customers. Receive free training: Get mentored by top professionals and proven sales techniques. Earn 100% commission: Your income is fully commission-based, with lucrative bonuses and residuals. Active Listening: Understand needs and concerns. Results-Driven: Motivated to meet goals and maximize earnings. Self-Starter: Ability to take initiative and thrive in a commission based environment. Rapid Growth: Performance-based advancement with the opportunity to grow within the company. Ready to take control of your success? Apply today to join a team that rewards hard work with unlimited potential!