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Job Overview This job posting is anticipated to remain open for 30 days, from 04-Jun-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner ...

With local offices in Manhattan and Staten Island, we represent a diversified family of financial services companies.Thoroughbred Advisors is a growing force and we believe that family, friends, and the experiences we share make life worth living.Thoroughbred Advisors offers a unique independence...

Offer comprehensive financial planning and/or focus on specific areas of need including: Advisory Services, Retirement Analysis, Insurance, Estate Strategies, Employee Benefits and Business Continuation Strategies. Deliver high quality planning, technology, and service experience to existing and ...

Experience with financial tech, crypto or traditional financial services. Financial Analyst experience in FP&A in a fast paced environment, investment banking, or similar. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — an

A New York City-based professional services firm is seeking an experienced.Executive Administrative Assistant.Provide general administrative support.Manage incoming calls and emails with utmost professionalism.Heavy calendaring, conference room/call scheduling, and meeting management.Set up and b...

The OW Corporate and Investment Banking Research Analyst delivers impact, by seamlessly integrating industry expertise, deep-knowledge, and curiosity within the fast-paced changing-dynamics in the financial services sector. You will have strong research skills in a variety of financial research d...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our client is a law firm in Manhattan and they are looking for a Receptionist/Administrative Assistant to sit on site in their office Monday-Friday from 10:00am-7:00pm.Welcome clients and visitors by greeting them either in person or by telephone.Answering the phones and referring to the appropri...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Legal Executive Administrative Assistant / Legal Secretary / Administrative Services Workflow Coordinator.The salary range for these roles are $85K-$135K plus a comprehensive benefits plan.MUST HAVE LEGAL OR LAW FIRM EXPERIENCE.A very high end large international law firm has an opening for a...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Job Title: Executive Assistant / Administrative Assistant III.Location: Jersey City, NJ (Hybrid).Duration: 3+ Months (Extendable).College degree desired but not required.Familiarity with a dynamic and fast-paced global company’s operating rhythm and processes; Must be able to adapt procedures, pr...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Finance and Investment firm is looking for an experienced Executive Assistant.In this role, the Executive Assistant will provide comprehensive Administrative assistance to a Senior Executive and his team.This position is 4 days in office and 1 day work from home.Provide comprehensive administrati...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our client is a well-known higher education institution in NYC.Communications team on a temporary basis.The position is fully on site in.Create media lists to support outreach efforts.Monitor media coverage and conduct media searches.Assist in event organization and execution.Draft and proofread ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Prudential Advisors is looking for an experienced financial professional in central or south NJ that is interested in working with an existing book of clients. The look and feel of an independent advisor with the benefits of being an employee. We support you by offering financial packages designe...

Prudential Advisors is looking for an experienced financial professional in central or south NJ that is interested in working with an existing book of clients. The look and feel of an independent advisor with the benefits of being an employee. We support you by offering financial packages designe...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. Equitable Advisors, LLC, member FINRA, SIPC,

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Proactively identify opportunities to improve efficiencies and quality of current financial modelling / reporting processes and lead ideation and implementation of solutions. Strong quantitative financial skills. Our client is seeking a highly skilled and motivated Senior Financial Analyst to joi...

As a Financial Advisor with National Financial Network you will gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals. PAS is a registered broker-dealer offering competitive investment products, as...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Build and maintain financial models using Excel and ARGUS.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Deliver monthly and ad hoc financial reports to senior leadership, highlighting KPIs and business trends. Conduct variance analysis and identify key drivers impacting financial performance. Develop and maintain robust financial models for planning, scenario analysis, and key decision-making.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

A client of ours in the real estate space is looking to hire a Senior Financial Analyst to join their team. This analyst will be sitting on a finance-sub department working alongside the firms HR team as you will be processing and reporting people cost allocations and payroll financials. Learn mo...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Lead development of financial models for planning, scenario analysis, and strategic decisions. Present financial insights in a clear, concise manner to both finance and non-finance teams. Propose recommendations for process improvements and financial optimization.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

We have placed thousands of Financial Advisors and have a dedicated team who will work tirelessly to get you into the door at this opportunity, or find you alternate options if this isn't right for you. This salaried (+ commission) role offers a rare opportunity for a motivated professional who i...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. Equitable Advisors, LLC, member FINRA, SIPC,

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Conduct in-depth financial assessments to understand clients’ financial situations, investment objectives, risk tolerance, and time horizon. We are seeking an experienced Financial Advisor with a current roster of clients to join our dynamic team. As a Financial Advisor, you will work directly wi...