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  • Financial Advisor
    Financial Advisor
    11 days ago
    $75000–$100000 yearly
    Full-time
    Manhattan, New York

    We are seeking an eager, strategic, and definitive candidate to fill an open Financial Advisor Role that offers room for growth and a promising career. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. At our Midtown, Manhattan location, representatives and advisors strive to understand their client's goals and objectives in order to develop comprehensive solutions that will help their clients reach financial success. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, Licensing & Designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Why Join Northwestern Mutual: • Top 5 US Independent Broker-Dealers, • Unsurpassed financial strength with total company assets of $366 billion, • Fortune 500® company (June 2024), • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Forbes' Best Employers for Diversity Perks at a Glance: • Growth & Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially, • Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities., • Benefits - full comprehensive benefits, • Work/life balance Job Responsibilities: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needs, • Grow relationships with clients to support them through every stage of life, • Lead and maintain a life of continuing education to ensure your clients are getting your best Compensation & Benefits: • 100% Commission - Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Career launch stipend program eligibility, • Commission structure design to support early development, • Bonus Programs and Production Allowance eligibility, • Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, • Retirement Package and Pension Plan, • Medical, Dental, Vision, Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning Schedule: • Monday - Friday, • Full-time, On Site Ideal Candidates Have: • 4-year College Degree or higher, • Legal authorization to work in the US without sponsorship, • Residence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022, • Values of integrity and honesty, • A pleasant attitude and dependable judgment, • Entrepreneurial ambitions and a strong sense of motivation and drive, • Excellent time-management, communication, and critical thinking skills, • A history of success in relationship-building or client-facing roles, • A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

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  • Financial Controller
    Financial Controller
    26 days ago
    $75000–$85000 yearly
    Full-time
    Mid Island, Staten Island

    CONTROLLER Full-Time, Staten Island, New York WHO WE ARE Snug Harbor is an expansive culture park on Staten Island where arts, nature, education, and history converge to offer dynamic programming, events, and festivals to our diverse community. Located less than 1.5 miles from the Staten Island Ferry and easily accessible by public transportation, Snug Harbor welcomes nearly 500,000 visitors each year. Visitors can explore multiple museums, performances, festivals, a farm, and 83 acres of gardens, parkland, woodland, and wetlands. Founded in 1976 as a nonprofit organization, Snug Harbor is one of the largest adaptive reuse projects in America, transforming a 19th-century charitable rest home for sailors into a vibrant hub of contemporary culture and community connection. Today, Snug Harbor’s mission is dedicated to creating a vibrant culture park in Staten Island offering arts, nature, history, education and events for all. THE POSITION The Controller will oversee all day-to-day accounting operations and ensure accurate financial reporting for Snug Harbor. This role manages two key team members: • Accounting & Purchasing Specialist – responsible for payables, procurement, and basic bookkeeping tasks., • Accounting & Revenue Systems Specialist – responsible for revenue-related accounting and managing revenue systems such as ticketing platforms, CRMs, and space rental SaaS systems. The Controller will maintain strong internal controls, ensure compliance with nonprofit accounting standards, and support strategic financial initiatives. The Controller serves as a member of the Snug Harbor Senior Staff, attends Senior Staff meetings, and participates in collaborative strategic initiative work as assigned. The Controller may serve as a project manager on strategic initiatives as required. The Controller reports to the Chief Financial Officer. RESPONSIBILITIES Financial Oversight • Manage daily accounting operations through general ledger, including month-end close procedures and reconciliations., • Review biweekly payroll and related journal entries., • Ensure compliance with GAAP and nonprofit accounting standards. Team Leadership • Train, supervise and mentor the Accounting Specialists., • Delegate effectively and ensure timely completion of tasks. Accounts Payable & Procurement • Oversee processing of vendor invoices, purchase orders, and expense reports., • Ensure adherence to procurement policies and approval workflows., • Track payables and maintain schedules of uncleared transactions., • Supervise quarterly sales tax filings and related issues. Revenue & Systems Management • Oversee timely revenue recognition and reconciliation for ticketing, space rentals, and other earned income streams., • Ensure accuracy and integrity of data in ticketing systems, CRMs, and rental management platforms., • Maintain receivables tracking and follow-up procedures. Cash Management / Banking • Work with CFO to ensure cash flow to support operations and lead strategic initiatives as required., • Monitor bank account activity and report any unknown transactions or unexpected activity to the CFO., • Track bank balances against outstanding payables and incoming funds., • Review monthly bank reconciliations and ensure that unreconciled transactions are addressed., • Review bi-weekly check run before it’s presented to the CFO and President for approval., • Provide supervisory communication with the bank as necessary and coordinate administrative functions related to bank accounts, such as signature cards. Financial Reporting • Prepare quarterly reports for review by department heads, meet to discuss variances and ensure that adjustments are made within the close period., • Assist CFO with grants tracking and oversee payment substantiation for grant reporting by Accounting & Purchasing Specialist as requested., • Support CFO or President with budgets, forecasts, Board reporting and audit preparation as assigned. Internal Controls & Compliance • Maintain strong internal controls and safeguard organizational assets., • Ensure compliance with grant reporting requirements and restricted fund tracking. Risk Management • Oversee the corporate insurance renewal process, analyze existing policies with outside broker, and recommend changes to enhance coverage and reduce costs., • Lead negotiations with insurance carriers and brokers to secure optimal coverage terms and pricing for the organization., • Manage the claims process and ensure timely and fair claim resolution. Process Improvement • Identify opportunities to streamline accounting processes and optimize system integrations. QUALIFCATIONS • Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)., • Minimum 5 years of progressive accounting experience, including supervisory responsibilities., • Nonprofit accounting experience strongly preferred., • Proficiency with accounting software (e.g., QuickBooks, Sage Intacct) and familiarity with ticketing/CRM systems., • Strong analytical, organizational, and communication skills. SALARY AND BENEFITS Annual salary is commensurate with experience, at a range of $75,000.00 to $85,000.00. Snug Harbor offers a generous vacation/holiday schedule and participation in the Cultural Institutions Retirement System pension plan. TO APPLY Qualified candidates should complete the employee application form Snug Harbor celebrates and commits to fostering diversity, equity and inclusion. We value and seek the strengths of human variety across communities, in programming, with staff, the Board of Directors, volunteers, artists and visitors. Snug Harbor strives to build a culture of diversity of voice and representation, authentically inclusive spaces and equity for all. Snug Harbor is an Equal Opportunity Employer, committed to the treatment of all employees and applicants for employment without unlawful discrimination as to race, creed, color, national origin, sex, age, disability, marital status, sexual orientation or citizenship status in all employment decisions, including but not limited to recruitment, hiring, compensation, training and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.

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  • Consultant
    Consultant
    27 days ago
    $100–$200 hourly
    Part-time
    Downtown Brooklyn, Brooklyn

    Licensed Medical Consultant (Physician) – Early Intervention (Per Diem / As Needed) Job Type Independent Contractor (1099) Per diem / As needed Flexible scheduling Job Summary Spducation, LLC is a New York State–approved Early Intervention (EI) agency serving children ages birth to three. We are seeking a licensed Physician (MD or DO) to serve as a Medical Consultant on an as-needed, independent contractor basis (1099). The Medical Consultant will provide clinical oversight and consultation related to medical and developmental concerns and will perform physical examinations when required to support Early Intervention eligibility determinations and service planning. Key Responsibilities Serve as a medical consultant to the Early Intervention agency on an as-needed basis Review medical records and developmental evaluations Provide medical input related to Early Intervention eligibility determinations and IFSP development Perform physical examinations of infants and toddlers when required by the agency Consult with multidisciplinary EI team members regarding medical and developmental concerns Communicate with primary care providers and specialists as appropriate Maintain documentation in accordance with New York State Early Intervention regulations Provide services in compliance with all applicable professional, ethical, and legal standards Required Qualifications Current, unrestricted New York State medical license (MD or DO) Board eligible or board certified preferred Experience working with infants and young children (birth–3), pediatrics, developmental medicine, or family medicine preferred Ability and willingness to perform physical examinations as required Knowledge of or willingness to learn New York State Early Intervention regulations Strong clinical judgment, documentation, and communication skills Independent Contractor (1099) Status This position is offered on a 1099 independent contractor basis The Medical Consultant is not an employee of the agency Contractor is responsible for all applicable taxes, insurance, licensure, and professional compliance Contractor will maintain control over the manner and means of providing professional services, consistent with Early Intervention requirements No employee benefits are provided Compensation Competitive hourly or per diem rate Compensation commensurate with experience Payment issued via IRS Form 1099-NEC Additional Information This position is consultative in nature and does not involve routine or ongoing primary medical care. Services are provided only as requested by the agency to support Early Intervention eligibility determinations, clinical consultation, and regulatory compliance.

    No experience
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