JOB TODAY logo

Accounting & Finance jobs in New York

Are you a business? Hire Accounting & Finance candidates in NY

  • Sales Professional
    Sales Professional
    12 days ago
    $60000–$85000 yearly
    Full-time
    Latham

    Join New York Life - Reidy Group, a company with a 181-year legacy in the financial services industry, and build a rewarding career. As a Sales Professional, you'll be supported by industry-leading resources, comprehensive development programs, and mentorship from day one in a collaborative and dynamic environment. Responsibilities • Drive new business by proactively reaching out to potential clients, building strong relationships, and understanding their financial needs., • Collaborate with team members to develop innovative sales strategies that align with company mission and values., • Provide personalized financial advice and solutions, ensuring clients feel confident and informed., • Maintain a thorough understanding of products and services, staying updated on industry trends and regulatory changes., • Utilize comprehensive training resources to continuously enhance sales skills and product knowledge., • Track and report on sales activities and results, using data to refine your approach and achieve targets., • Engage in ongoing professional development opportunities, including licensing and certification programs, to advance your career in finance. Qualifications • Experience in sales, preferably within the finance industry., • Ability to build and maintain strong relationships with clients., • Proven track record of meeting or exceeding sales targets., • Strong communication skills to clearly convey financial advice and solutions., • Ability to collaborate with team members to develop and implement innovative sales strategies., • Proficiency in using data to track sales activities and refine approaches., • Commitment to ongoing professional development, including pursuing licensing and certifications. Compensation $100,000 - $125,000/year About New York Life - Reidy Group New York Life Insurance Company is a cornerstone of the financial services industry, with a 181-year history, a Fortune 100 ranking, and the highest financial strength ratings available. We seek driven, entrepreneurial individuals who want to build a meaningful career backed by unmatched resources, training, and long-term stability. What We Offer: • Comprehensive training and development program., • All required study materials provided for licensing and registrations., • Bonuses paid upon completion of licenses., • Partnership with The American College, allowing advisors to earn professional designations at no cost or with 100% reimbursement upon passing., • 401(k) with company match., • Pension plan starting on day one.

    Immediate start!
    No experience
    Easy apply
  • Private Wealth Advisor
    Private Wealth Advisor
    1 month ago
    $60000–$500000 yearly
    Full-time
    Manhattan, New York

    Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

    Easy apply
  • Independent Tax Preparer - REMOTE
    Independent Tax Preparer - REMOTE
    2 months ago
    $50000–$90000 yearly
    Part-time
    Manhattan, New York

    About Taxfinity Taxfinity is a platform built for independent tax preparers who want to run their own practice without the overhead of going fully solo. We provide the software, operational support, billing infrastructure, and brand presence so you can focus on what you do best: serving your clients. You own your book. You build your reputation. We handle the rest. The Opportunity This is not a traditional employee role. It's for self starting tax professionals who already have a handful of clients and want a platform to grow on their own terms. As an independent preparer with Taxfinity, you'll prepare and sign returns for your own clients while leveraging our tools, support, and infrastructure to operate more efficiently and professionally than you could alone. What You'll Do • Prepare and file individual and business tax returns for your own client base, • Manage client relationships and serve as the primary point of contact, • Use Taxfinity's professional software, billing, and operational tools to run your practice, • Grow your book of business with the backing of an established brand Who We're Looking For • An active PTIN and the credentials to prepare and sign tax returns (CPA, EA, or experienced preparer), • A few existing clients you can bring with you, • A self starter mindset; you want to own and grow your practice, not clock in for someone else, • Comfort working independently and managing your own schedule and workload What We Provide • Professional tax preparation software and tools, • Operational, billing, and administrative support, • An established brand and platform to grow under, • The freedom to run your practice your way How to Apply • If you're an independent preparer ready to build something of your own, we'd love to connect. Apply here or reach out directly.

    Easy apply
1