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• Equitable Advisors

  

  Financial Advisor

  hace 2 meses

  $34500–$125000 anual

  Jornada completa

  Manhattan, New York

  Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Skills and Experience Training & Development Compensation & Benefits Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance Application Question(s): • Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? Work Location: In person

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• FM

  

  FM Affiliated Production Underwriter (I, II, III, SR.)

  hace 2 días

  NEW YORK

  FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles. This exciting opportunity is with FM Affiliated, our “best-in-class” middle market property insurer. FM Affiliated is exploring new ways to expand and tailor coverage to meet our brokers’ and client’s ever-evolving business challenges. Drawing on the full strength of the FM Group, we help our clients choose how to best identify, prioritize and reduce future loss in a way that makes practical and affordable sense. We distribute our property insurance products and ___exclusively through a network of brokers. We value ___ that provide the realization of greater value by deploying the skills of our highly trained Account Engineers and Production Underwriters. We are open to considering candidates with a variety of experience levels for this role. Both mid-level and senior-level candidates are encouraged to apply. In addition, the role works closely with Account Engineers to review renewal and new business opportunities to ensure proper risk identification, selection and assessment in order to ensure the development and growth of a profitable portfolio of business. FM Affiliated Production Underwriters primary relationships are with brokers and reinsurers for insurance related issues. Responsibilities include meeting specific profit, retention, and production goals. Business relationships and a network of contacts must be established and an effective program of calls must be executed to meet an average of 10 external calls a month to ensure high visibility. Travel is required for marketing and training including out of state travel. New risks must be pre-qualified based on acceptability today and its future potential, this includes a thorough analysis of the broker submission, desired pricing, terms and conditions, financial condition, adequacy of reported values, and loss experience. The company’s assets must be protected by adhering to company underwriting standards and procedures, this will include determining the amount subject, net capacity commitment, checking cross liability, management of catastrophe aggregate retentions, negotiating and purchasing reinsurance and establishing commissions in a manner most advantageous to the company. • This position requires someone with a bachelor’s degree or equivalent., • 2-5 Years industry experience (broker/insurance company) as Underwriter for commercial property accounts of varying occupancies and sizes., • Candidate must also have experience dealing with a variety of occupancies as well as current engineering and underwriting issues such as current property coverages and forms, and/or quickly learn and keep updated on industry state of the art.

• Charles Schwab

  

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

  hace 5 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

• Santander Holdings USA Inc

  

  Corporate Banking Underwriting & Portfolio Management Associate

  hace 4 días

  NEW YORK

  Corporate Banking Underwriting & Portfolio Management Associate Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Underwriting & Portfolio Management manages a portfolio of loan relationships, and routinely monitors them for risks inherent in a loan portfolio. The incumbent provides support to the manager of the department on continuous improvement initiatives and take the lead on projects that support loan growth and efficiency objectives within lines of business. The Associate, Underwriting & Portfolio Management helps deliver an industry-leading experience for both internal and external customers and acts as a subject matter expert. Responsibilities * Provide financial analysis on large corporate clients with a focus on credit. * Underwrite credits, spread financials, perform projections unsupervised with deep understanding of the client * Participates in deal diligence process including identifying all key risks. * Reviews relevant deal documents / information provided in data room, by Company / Sponsor, and third party reports. * Oversees internal approval process including ensuring accurate and timely completion of internal approval write-ups and leading deal merit discussion on internal approval calls. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * At least 3+ years of experience in credit underwriting with solid experience in spreading financials under GAAP and IFRS accounting, understanding the concepts of EBITDA add-backs and ability to perform projections unsupervised with deep understanding of the client. * Experience with financial analysis of large corporate clients with a focus on credit. * Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required. * 3+ Years Financial analysis, structuring, underwriting and portfolio management. - Required. * 3+ Years Experience with underwriting loan transactions - Required. * Superior written and verbal communication skills. * Strong analytical skills and proficiency navigating and understanding financial statements. * Ability to work in a fast paced environment with little supervision. * Ability to work well with others and on teams. * Proficient in Microsoft Office, including Word, Excel and PowerPoint. * Skilled in proposing and negotiating and recommending credit and covenant structures. * Comfortable in customer contact situations including escalations and potential work-out/loan restructure environments. * Ability to foster strong partnerships with the related documentation and underwriting units. * Demonstrated practical and conceptual knowledge of credit and risk analysis. * Demonstrated knowledge in financial modeling and able to structure credit in modeling environment. Able to assist RM's on how to structure the credit relationship. * Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to organization. * Solid understanding of industry nuances applicable to the credits contained within the group's portfolio. * Solid knowledge of loan and related legal documents. * Strong communication skills, and ability to influence others by persuasively presenting thoughts and ideas to gain commitment and agreement for proposed ideas and solutions. * Must demonstrate strong judgment and sound credit skills. * Knowledge of Federal banking regulations. Certifications: • Other: Completion of bank-certified course in Credit Training - Preferred. It Would Be Nice For You To Have: • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education., • Experience in Microsoft Office products. This is an in-office position in mid-town NYC What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Minimum: $108,750.00 USD Maximum: $175,000.00 USD We Value Your Impact: Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. ___ Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ___ to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

• Northfield Bank

  

  NB1575 - Universal Banker Trainee

  hace 9 días

  New York

  Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Title: Universal Banker Trainee Location: Brooklyn, NY Branch: Gravesend Status: Full Time Job Summary Provide exceptional customer service in the Teller and Customer Service areas, including prompt and accurate transaction processing, with focus on establishing new customer relationships and retaining and growing existing customer relationships. Also provide assistance in opening new accounts, assisting with problems related to existing accounts and making product–related recommendations through cross-selling and referring bank products and services. Responsibilities Include: • Perform transactions in both Teller and Customer Service areas while delivering superior customer satisfaction, • Utilize sales techniques to consistently cross-sell bank products and services based on customer financial needs in accordance with Bank policies and procedures; through in-person interactions and by making outbound phone calls., • Partner with the branch team and specialists (e.g., financial advisors) to ensure our customers get access to experts who can help them with specialized financial needs, • Build long-term relationships with customers to help manage, maintain and grow the client Book of Business for the branch, • Accept and accurately process all financial service transactions within bank policies, procedures and regulations, • Open all account products, including checking, savings, CDs and IRAs promptly and accurately. Update account information as needed., • Perform transactional services that are efficient and error-free, including but not limited to stop payments, deposits, withdrawals, wire transfers, debit card usage/limits, funds availability, check verifications/holds and other related transactions, • When completing Teller functions, maintain responsibility for cash drawer and follow proper balancing/reconciling procedures, • Build trust and respect with customers by researching and resolving customer inquiries and problems to provide a positive customer experience. Partner and collaborate with other bank departments when necessary., • Contribute to branch goals by accomplishing assigned sales targets, • Assist branch Supervisory staff with preparation of daily branch summary and ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed., • Maintain a working knowledge of all bank products and services, • Demonstrate professionalism at all times by maintaining a positive and respectful demeanor even during challenging situations, • Maintain a satisfactory level of attendance, which includes keeping unscheduled absences to a minimum, arriving to work on time on scheduled work days, and remaining on duty during the entire scheduled work period, • Maintain compliance with all bank policies and procedures pertaining to Branch Security, Auditing and Operations, • Participate in bank-sponsored events to support community involvement and increase Northfield's presence in the area, • May require occasional travel for business meetings or training., • Management may authorize transfers to other branches based on business need. Competencies: • Customer Interaction - Knowledge of practices, tools, and techniques for communicating with a customer. Dedicated to exceed customer expectations. Anticipates and identifies customer needs and provides timely solutions that promote value. Establishes effective relationships with customers. Gains their respect and trust., • Communication - Expresses oneself clearly and effectively when speaking and/or writing to individuals or groups. Listens attentively. Ensures that information is understood by all parties. Shares information in a timely manner using the most appropriate method. Presents well-organized information in a group setting., • Accuracy/Attention to Detail - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time., • Judgment - Possesses the ability to effectively perform the required functions of the job without being told every detail, to independently solve problems, and offer suggestions., • Problem-Solving - Strives to understand contributing factors and root cause of the issue. Considers all possible solutions within compliance of the Bank. Partners with appropriate stakeholders who may have involvement in or be impacted by the solution. Works to resolve complex situations., • Sales Skills/Sales Goals - Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. Understands the marketplace. Works to meet prospect/customer needs. Utilizes effective closing techniques. Job Requirements: • High School Diploma or equivalent required, • 1+ years banking experience preferred, • Basic math skills required, • Experience operating an Adding Machine preferred, • Good Computer Skills required, • Previous Teller Experience preferred, • Prior customer service skills preferred, • Prior cash handling skills preferred, • Selling to customers’ needs preferred, • Excellent communications and problem-solving skills, • Must be able to stand for prolonged periods of time, • Ability to lift and transfer coin bag (approximately 30 lbs.) *Equal opportunity employer- vets/disabled Salary Pay Range: $17.00 - $24.00 per hour (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)

• Harrison Gray Search & Consulting

  

  Senior Financial Advisor - Remote

  hace 23 días

  New York

  Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expanding, technology-focused wealth management firm committed to delivering a modern, client-centric financial planning experience. By integrating seasoned financial advisors with advanced technology, they provide personalized, comprehensive solutions to help clients reach their financial objectives. Their leadership team brings extensive expertise from the wealth management, fintech, and technology industries, positioning the firm at the forefront of innovation. Supported by top-tier investors, they are dedicated to equipping advisors with the tools and resources necessary to build and scale successful practices. Joining this organization means becoming part of a dynamic, forward-thinking team that prioritizes collaboration, excellence, and a commitment to reshaping the future of wealth management. For ambitious professionals passionate about client success, they offer a unique opportunity to grow a practice with cutting-edge support and minimal administrative burdens. About the Role: As a Senior Financial Advisor, you will have the autonomy to build and expand your client relationships while leveraging best-in-class technology to enhance efficiency and service. Their platform enables you to focus on what matters most—guiding clients toward financial success—without being weighed down by administrative burdens. Your primary responsibilities will include identifying prospective clients, demonstrating the unique advantages of the platform, and providing expert financial advice. With a strong foundation of operational support and advanced prospecting tools, you will be well-positioned to grow your book of business and deliver exceptional client experiences. RESPONSIBILITIES • Turn prospects into clients and clients into raving fans, • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients, • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals REQUIREMENTS • Proven track record of success in acquiring new wealth management relationships, • Consistently demonstrated ambition, drive, and grit, • Expert, current knowledge of investment products and services across personal finance, • Ability to convey financial advice with empathy, understanding, humility, and confidence, • Passion for building a better personal finance experience, • Series 65 or equivalent; clean U4, • Existing transferable Client Base PREFERRED QUALIFICATIONS • CFA or CFP certification Transitions: Our client makes bringing over your existing client base a seamless experience. They’ll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, they’ll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. Compensation: Their compensation plan is designed to attract and reward the best with top-of-the-industry payouts and equity. This opportunity is fully remote within the United States.

• WealthBridge Financial Group

  

  Entry-Level Financial Advisor

  hace 21 días

  New York

  Job Description Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. • Benefits include;, • Flexible schedule with a strong work-life balance., • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Sponsorship for required licenses and continuous training. We can only consider applicants authorized to work in the United States. Our work environment requires occasional in-office presence, so candidates must be local to New York, NY. Compensation: $80,000 - $115,000 yearly Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Utilize marketing tools and resources to grow your client base., • Participate in structured coaching and mentorship programs., • Attend hybrid meetings, including in-person team collaboration, as required., • Offer solutions in insurance, asset accumulation, and retirement planning.Qualifications:, • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Demonstrated leadership or a proven track record of success., • Excellent communication and relationship-building abilities., • Must be authorized to work in the US. About Company At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve. For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact. If you’re an experienced advisor ready to lead, build a team of top-tier professionals, and take your practice to the next level, we invite you to explore the Managing Director opportunity at WealthBridge in Phoenix, AZ.

• Buildcon Group Inc

  

  Bookkeeper

  hace 2 días

  New York

  Job Description Company Description Buildcon Group Inc. is a multi trade established subcontracting firm provides construction services in New York Metropolitan Area. Role Description This is a full-time on-site role for a Bookkeeper at Buildcon Group Inc. located in New York, NY. The Bookkeeper will be responsible for financial statements, bookkeeping, using Quickbooks accounting software, managing finances, and recording journal entries on a day-to-day basis. Qualifications • Bookkeeping and Financial Statements skills, • Proficiency in Quickbooks Accounting Software, • Experience in managing finances and recording daily journal entries, • Knowledge of financial principles and practices, • Attention to detail and accuracy, • Strong organizational skills, • Ability to work in a team environment, • Bachelor's degree in Accounting, Finance, or related field is a plus, • Must have a past experience working in subcontracting firm in construction industry