Financial advisor jobs in Mount Vernon, New YorkCrear alertas

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About Global Payments: Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers through our innovative payment and software solutions. We’re a Fortune 500 company that combines cutting-edge technology with exceptional service to help businesses of every size grow and prosper. If you’re passionate about helping business owners thrive—and you love selling technology that transforms the way they run their operations—join our dynamic, growth-minded team. Together, we’ll shape the future of commerce. Job Summary: As an Outside Sales Executive, Payment Technology, you’ll be on the front lines helping small and mid-sized merchants modernize how they run their business through Genius®, our industry-leading Point of Sale and payment platform. You’ll manage the full sales cycle—from prospecting and lead generation to running demos, negotiating, and closing deals. You’ll work closely with your District Manager and sales leadership for coaching and support while driving your own success in a fast-paced, high-reward environment. This is a role for driven, tech-savvy sales professionals who want to make an impact—selling real solutions that help local businesses simplify operations, improve customer experience, and grow revenue. What You’ll Do: * Sell Genius® and other Global Payments solutions to small and mid-sized businesses across restaurant, retail, and service industries. * Develop and manage a consistent pipeline through field prospecting, digital outreach, and local networking. * Deliver consultative, value-based presentations both in-person and virtually to demonstrate how Genius® helps businesses streamline payments, improve operations, and increase customer loyalty. * Collaborate with your District Manager to identify new opportunities, set appointments, and close sales within a short cycle. * Maintain accurate pipeline and activity tracking in Atlas and Salesforce, including call notes, follow-ups, and client communications. * Upsell and cross-sell existing merchants on new features, software add-ons, and hardware upgrades. * Stay current on the fintech landscape, industry trends, and product updates to position yourself as a trusted technology advisor. What You Bring: * Proven success in B2B sales, preferably in SaaS, fintech, or merchant services. * Strong communication, presentation, and negotiation skills—comfortable selling both face-to-face and virtually. * High energy, self-motivated, and competitive—driven to exceed targets. * Professional presence and genuine ability to connect with business owners. * Familiarity with the restaurant or retail industries is a plus. * Valid driver’s license and ability to spend at least 75% of your time in the field. Minimum & Preferred Qualifications: * Must be 18 years or older. * High school diploma or GED required; college degree preferred. * Two or more years of relevant B2B sales experience. * Must live within the geographic area of the posting. Compensation: Annual On-Target Earnings (OTE): $100,000+ Base Salary: $40,000 Residual Income: Keep earning monthly from the accounts you build. Bonuses: Monthly and quarterly incentives for surpassing quota and achieving stretch goals. Annual Range: $100,000-$150,000 Your total compensation depends on your performance, skills, and territory—your success is in your hands. Benefits: Global Payments offers a comprehensive benefits package including medical, dental, and vision coverage, paid time off, retirement programs, charitable gift matching, and more. Learn more at ___. Our Culture: We honor and celebrate the diversity of our team members and the communities we serve. Our commitment to inclusion, respect, and belonging drives everything we do. Diversity and EEO Statements: Global Payments is an organization that stands against racism, intolerance and injustice in all its forms — one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #JS1 #LI-remote Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ___.

Job DescriptionCompany Description VERSANT is a leading force in news, sports and entertainment - home to iconic and trusted brands that inspire, inform, and delight audiences. Our unique combination of content, technology and services enriches the cultural fabric, igniting passions, sparking conversations, and connecting people to what they love most. As an independent, publicly traded company, VERSANT brings together powerhouse cable networks - including USA Network, CNBC, MS NOW (formerly MSNBC), Oxygen, E!, SYFY, and Golf Channel - with dynamic digital and direct-to-consumer brands such as Fandango, Rotten Tomatoes, GolfNow, GolfPass, and SportsEngine. Together, these businesses reflect our commitment to delivering exceptional experiences across every screen and service. VERSANT is an industry-changing media company fueled by innovation and an entrepreneurial spirit. With a strong foundation and a forward-looking vision, VERSANT empowers creativity, embraces change, and drives connection in an ever-evolving world. Job Description • Oversee the controllership activities for TV Networks revenues and non-programming expenses., • Oversee that all transactions are recorded, documented, reviewed and supported in accordance with company policies, generally accepted accounting principles and SOX controls., • Partner as trusted advisor to the TV Networks finance organization on issues concerning reporting and controls, and assist with the formulation of financial and operational policy matters., • Participate in monthly/quarterly closing processes to ensure accuracy and timeliness in financial information. Lead financial statement reviews for TV Networks (i.e. Balance Sheet, Income Statement and Cash Flows), and oversee preparation and review of relevant schedules to support external disclosure., • Review monthly journal entries and account reconciliations, ensure all necessary required adjustments and true ups are reflected in the ledger accurately and timely., • Responsible for key controllership processes related to linear distribution, advertising and other revenue streams in TV Networks, collaborating with business and technical accounting teams to assess the impacts of new transactions., • Assess control environment through review of control activities; identify and concentrate on improvement opportunities in key, high risk areas., • Ensure that operational and design effectiveness of internal controls over financial reporting is maintained and support Sarbanes-Oxley (SOX) compliance., • Manage both external and internal audits for revenue and non-programming expenses in TV Networks., • Ensure the accurate and timely preparation and delivery of all regular and ad hoc management reports., • Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results, • Collaborate with controllership team and IT on reporting system enhancements (e.g. amortization systems)Qualifications The Person • Bachelor's degree in Accounting or Finance equivalent and a 8+ years of relevant accountant/finance experience., • CPA required. Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to . VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.

Job DescriptionBackground: The American Jewish Committee (AJC) is the global advocacy organization for the Jewish people. From world capitals to college campuses, AJC works with leaders across society to support Israel and combat surging antisemitism, leveraging strategic advocacy to educate, counter misinformation, and shape public opinion. AJC creates trusted partnerships with leaders in the United States and around the world to boldly advocate for Jews and Israel. In the wake of Hamas October 7 attack, AJC has mobilized its global network to tackle the unprecedented threats facing world Jewry. AJC Westchester/Fairfield engages more than 4,000 people in AJCs critical work through over 140 educational programs and advocacy initiatives each year. The regions proximity to New York City allows for unparalleled access to top-notch experts, government officials, diplomats, political leaders, and public intellectuals. Multiple volunteer committeeson topics such as diplomatic outreach, interfaith relations, and governmental produce high-level, engaging programs, including the Thanksgiving Diversity Breakfast, the annual AJC Westchester/Fairfield Gala, and well over 100 programs and events each year. The Position: AJC Westchester/Fairfield is seeking an exceptional and seasoned fundraising professional to become its next Director of Development. The new Director of Development will be capable of identifying, cultivating, engaging, and stewarding existing donors and new prospects, managing fundraising events, and serving as a development advisor and subject-matter expert. The ideal candidate will bring a track record of success in cultivating major gift campaigns, a strong understanding of the Westchester/Fairfield philanthropic landscape, and an ability to craft compelling donor-centered narratives. They will be a highly motivated self-starter with excellent organizational and interpersonal skills, capable of balancing strategic planning with hands-on execution in a fast-paced, mission-driven environment. The DOD will lead a comprehensive development strategy and program with a strong emphasis on community relationship-building and philanthropic growth. They will be successful at building and maintaining relationships and partnerships with stakeholders and serve as a passionate advocate for the work of AJC. The ideal candidate will have strong interpersonal skills, excellent written and oral communication skills, be approachable and open to new ideas, and be an active and engaged problem-solver. They must lead their team with a minimum of ego and set and achieve clear goals and priorities in partnership with the staff and the organization. Responsibilities: • Partner with the Regional Director and regional leadership to develop and implement a comprehensive, sophisticated fundraising plan that will advance AJCs fundraising goals, strengthen the pipeline, and increase donors affinity with the mission, • Develop, oversee, and facilitate fundraising campaigns, programs, events, and initiatives, • Identify, research, cultivate, engage, solicit, and steward existing donors and new prospects, including major donors/prospects, foundations, and private sector support, • Collaborate with and manage the work of committees, task forces, and working groups, • Manage and mentor development team with a focus on professional development in alignment with the values and goals of the organization, • Leverage resources to help build awareness of and support for AJC and development initiatives, • Oversee and maintain accurate financial records and budgets for development-related programs and events, • Create reports and analyze department activities, metrics, and impact, • Advise and support assigned Departments with development strategies, activities, initiatives, and processes, • Develop relationships with and engage strategic contacts, groups, and organizations, • Design and disseminate reports and marketing resources to cultivate donor interest and secure fundingQualifications:, • Bachelors Degree (masters degree preferred); minimum 10 years professional fundraising experience, • Track record of success in developing and implementing fundraising plans, as well as cultivating and stewarding donors, • Systems-oriented and data-driven leader with well-honed fundraising operations skills, including the ability to critically evaluate fundraising efforts, • Demonstrated experience fundraising for policy and advocacy, • Strong management skills and experience cultivating and building a team of committed and achievement-focused professionals, • Analytical, organized, proactive, detail-oriented with strong ability to prioritize, • Outstanding oral, written, and interpersonal communication skills, • Ability to interact professionally with internal and external stakeholders who have diverse backgrounds, professional skills, and perspectives, • Creative, strategic thinker with excellent project management and cross-functional fundraising skills, • Strong follow-through with the proven ability to set and meet deadlines and benchmarks, • Able to work effectively as part of a collegial and collaborative team, • Deep, personal commitment to the mission, goals, and objectives of AJC; committed to AJCs core values: respect, teamwork, integrity, excellence, and accountability, • Willing and able to work outside of standard working hours, including early mornings, evenings, and/or weekends when needed All positions at AJC are filled without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, disability, HIV/AIDS status, veteran status, or any other characteristic protected by law. All are encouraged to apply. AJC offers a competitive salary in the range of $170k to $180k; three weeks paid vacation per year plus additional sick and personal leave time as well as paid holidays; health, dental, and vision plans; and 403b participation after one year of employment. As part of building a culture where employees can do their best work, AJC employs a hybrid work model. To Apply: AJC Westchester/Fairfield has retained the services of Harris Rand Lusk to conduct this search. Inquiries, nominations and applications may be directed in confidence to: Jack Lusk, Managing Partner & CEO Harris Rand Lusk 260 Madison Avenue, 15th Floor New York, NY 10016 Email your resume and cover letter to Kathryn Frances at: . Please put AJC DOD in the subject line of your emailed application. Flexible work from home options available.

Job DescriptionCompany Description VERSANT is a leading force in news, sports and entertainment - home to iconic and trusted brands that inspire, inform, and delight audiences. Our unique combination of content, technology and services enriches the cultural fabric, igniting passions, sparking conversations, and connecting people to what they love most. As an independent, publicly traded company, VERSANT brings together powerhouse cable networks - including USA Network, CNBC, MS NOW (formerly MSNBC), Oxygen, E!, SYFY, and Golf Channel - with dynamic digital and direct-to-consumer brands such as Fandango, Rotten Tomatoes, GolfNow, GolfPass, and SportsEngine. Together, these businesses reflect our commitment to delivering exceptional experiences across every screen and service. VERSANT is an industry-changing media company fueled by innovation and an entrepreneurial spirit. With a strong foundation and a forward-looking vision, VERSANT empowers creativity, embraces change, and drives connection in an ever-evolving world. Job Description CNBC is seeking a dynamic and strategic Director of Communications to manage efforts in shaping and elevating the network’s brand reputation. This pivotal role will drive integrated communications strategies that align with CNBC’s editorial mission, advance its business goals and reinforce its corporate priorities. The ideal candidate is a seasoned communications professional with experience in news media, a sharp understanding of the business and financial landscape, and a proven ability to execute high-impact, communications programs in a fast-paced environment. This role requires exceptional editorial judgement, strong press relationships, and the ability to collaborate with stakeholders across all levels of the organization. The role will be based in New York City and Englewood Cliffs, NJ. RESPONSIBILITIES: • Develop and execute a comprehensive communications strategy that elevates CNBC’s brand, reinforces editorial leadership, and supports business objectives., • Lead proactive media engagement, serving as a CNBC spokesperson and press liaison, while cultivating strong relationships with top tier outlets and emerging platforms., • Oversee communications for daytime programming, identifying high-impact publicity opportunities and ensuring alignment with CNBC’s editorial direction., • Drive innovation across CNBC’s social media presence, overseeing strategy and execution for PR channels to enhance visibility and audience engagement., • Collaborate cross-functionally with editorial, marketing, sales and event teams to support integrated cross-functional initiatives and special projects., • Partner with research teams to translate performance metrics, ratings and milestones into compelling communications narratives., • Provide strategic counsel to CNBC leadership and journalists on messaging, reputation management, and navigating communications risks and opportunities, • Develop and maintain CNBC core messaging, supporting executives and talent with speech writing, internal communication and media preparation., • Partner with Versant corporate communications and Investor Relations to ensure cohesive messaging and unified external communications, • Support crisis and issues management efforts, including the development of communications plans and stakeholder engagement., • Monitor industry trends and market dynamics to identify timely opportunities for strategic publicity and thought leadership.Qualifications, • 8+ years of experience in corporate communications, ideally within a news organization or the media industry, • Excellent judgment and executive presence, • Proven ability to collaborate with and influence senior leaders and cross-functional stakeholders, • Strong track record of building brand awareness through proactive, results-driven communications strategies, • Ability to articulate and communicate strategic initiatives to senior executives and internal teams, • Clear, externally focused thinker with strong communication and relationship-building skills, • Skilled at simplifying complex concepts for multiple audiences Intellectual curiosity and passion for media, journalism, and entertainment, • Discretion and professionalism in handling confidential and sensitive information, • Experience in talent relations and new media platforms Inclusive leadership style with a history of developing and inspiring high-performing teams, • Hybrid: This position has been designated as hybrid, generally contributing from the Englewood Cliffs, New Jersey and New York City, NY office a minimum of three days per week., • Sweat it out -- Free onsite fitness center with state-of-the-art equipment, plus daily group classes, • Eat up -- Gourmet cafeteria with daily specials plus soup and salad bars, • Extras -- Dry cleaning, and sneak peeks Don’t have a car? No problem! We offer free shuttle transportation to and from multiple locations in Manhattan, Brooklyn, Hoboken and Jersey City Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to . VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.

Job Description Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan. The Technical Tax Partner is a senior leadership role responsible for providing highly sophisticated tax planning, advisory, compliance, and controversy services to multinational entities, financial services firms, private investment funds, and ultra-high-net-worth (UHNW) individuals. This role requires deep technical expertise across international, federal, and state/local income and transfer taxes, combined with strong client relationship management, practice leadership, and business development capabilities. Key Responsibilities: * Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures. * Advise clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing. * Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups. * Lead tax planning for UHNW individuals and families, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies. * Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections. * Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements. * Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities. * Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management. * Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters. * Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues. * Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives. * Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts. * Collaborate with audit, accounting, and legal teams to support client growth across practice areas. * Lead and expand the firm’s international tax and financial services tax practices. * Develop innovative tax strategies and service offerings in response to legislative and regulatory changes. * Mentor and train senior tax professionals, fostering technical excellence and professional development. * Contribute to firm thought leadership through internal training, client presentations, and technical publications. Requirements: · CPA required; JD and/or LL.M. in Taxation a plus. * Extensive experience (typically 15+ years) in international, federal, and state/local taxation within public accounting firms and/or law firms. * Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation. * Proven ability to manage and grow a significant book of business and support firm-wide revenue growth. * Strong leadership, client-facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients. * Recognized technical authority with experience leading international tax or financial services practices. * Entrepreneurial mindset with a track record of developing innovative tax solutions. * Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions. Job Type: Full-time Schedule: Monday to Friday, Hybrid work environment This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $300K annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: * Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) * Company-Paid Life and Long-Term Disability Insurance * Ancillary Benefits such as supplemental life insurance and short-term disability options * Classic Safe Harbor 401(k) Plan with employer contributions * Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! “Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-LC1

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. Compensation: $75,000+ at plan commission Responsibilities: • Maintain compliance with industry regulations and licensing requirements., • Leverage company-provided marketing tools and industry resources., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Work with clients to assess financial needs and develop personalized strategies., • Follow a leadership advancement track with career growth opportunities.Qualifications:, • Must be authorized to work in the US., • Strong interpersonal and communication skills., • 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.About Company Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount

Job Description Prudential Advisors is seeking experienced Wealth Management Advisors who are ready to grow their practice on a more flexible, advisor-centric platform. If you’ve built a successful book of business and are looking for better support, stronger payouts, and a world-class brand behind you, Prudential provides the platform to help you reach your next level. As a Wealth Management Advisor, you will deliver comprehensive financial planning and investment solutions while maintaining full ownership of your client relationships. You’ll leverage Prudential’s open-architecture platform, planning technology, and practice-building support to expand your business and provide an exceptional client experience. Job Responsibilities • Manage and grow a book of client relationships, • Deliver holistic financial planning across investments, retirement, and protection, • Build long-term client partnerships through consultative, goals-based advice, • Use Prudential’s open platform to offer best-in-class solutions, • Leverage marketing, planning, and growth support to expand your practice Required Qualifications, Capabilities, and Skills • Experience as a Financial Advisor, Wealth Advisor, or similar role, • Active Series 7 Or Series 6 and Series 66 (or 63 & 65), • Active Life & Health Insurance license, • Proven ability to grow and retain client relationships, • Passion for client-focused financial planning Why Prudential • Competitive payouts up to 92%, • W2 and 1099 contracts available, • Open-architecture investment platform, • Transition and onboarding support, • Practice-building programs and marketing tools, • 401(k), pension programs, and full benefits, • Access to Prudential’s national client base Take your practice further with a firm built for advisor growth.

Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Tailor wealth management planning to meet client needs.

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns

The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial plann

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs.Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent cr

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs.Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent cr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, f

Job Description Genesis of Englewood, New Jersey is seeking a team-oriented Retail Parts Advisor. ABOUT US Benzel-Busch Family of Dealerships is a reputable and authorized family of dealerships dedicated to delivering our valued customers the highest standards of service and quality.. Our journey began with a commitment to delivering the pinnacle of automotive excellence. Over the years, we have earned a reputation for offering exceptional vehicles that embody sophistication, performance, and innovation. With Mercedes-Benz, we have set the industry's standard for luxury and engineering. With the addition of our Genesis franchise, we are ushering in a new era of automotive innovation! Genesis represents the perfect fusion of modern luxury and cutting-edge technology. We are excited to offer our customers the opportunity to experience the future of mobility with a brand that redefines what it means to drive in style and comfort. What You’ll Do: • Provide exceptional customer service by welcoming and assisting retail customers who visit the parts department. Address customer inquiries and help them identify and select the correct Genesis parts and accessories for their vehicles., • Use your knowledge of Genesis vehicles and the parts catalog to accurately identify the parts or accessories customers need. Provide guidance on compatibility and suitability for specific vehicle models., • Offer technical support and guidance to customers who may have questions about parts installation, maintenance, or repairs. Explain the proper use and care of parts and accessories., • Provide accurate price quotes for parts and accessories. Explain pricing, discounts, and any applicable promotions to customers., • Process customer orders efficiently and accurately. Use dealership software and systems to create invoices, track sales, and manage customer accounts., • Assist with inventory management by tracking stock levels, restocking parts, and organizing the parts department to ensure that parts are readily accessible and well-maintained., • Handle returns and exchanges of parts and accessories in accordance with dealership policies and procedures. Ensure that returned items are inspected for quality and reentered into inventory as appropriate., • Collect payments from customers for parts and accessories purchases. Handle cash, credit card transactions, and other payment methods according to dealership protocols., • Promote special sales, discounts, and promotions to retail customers to increase sales revenue. Identify opportunities for upselling or suggesting complementary accessories., • Maintain accurate records of all customer transactions, including sales receipts, invoices, and order forms. Ensure that all paperwork is properly filed and archived., • Adhere to safety regulations and dealership policies, particularly when handling hazardous materials or operating equipment such as forklifts., • Stay updated on industry trends, new Genesis models, and changes in parts and accessories technology through ongoing training and professional development., • A high school diploma or equivalent. Additional automotive or parts-related coursework may be advantageous., • A strong understanding of automotive parts, accessories, and Genesis vehicles is essential. This knowledge helps you accurately identify and recommend the right parts for customers., • Exceptional customer service skills are crucial. You'll interact directly with retail customers, requiring effective communication, active listening, and problem-solving abilities., • Basic knowledge of vehicle mechanics and automotive terminology is valuable for providing technical assistance to customers., • Proficiency in using computer software for parts cataloging, inventory management, and order processing is often required. Familiarity with dealership management systems (DMS) can be a plus., • Retail Parts Advisors may encounter complex customer inquiries or issues. The ability to analyze problems and find solutions is beneficial., • If the role involves processing cash payments, cash-handling skills and financial responsibility are required., • You’ll be a part of a premium, award-winning team., • We pride ourselves in creating a friendly, fun, company culture., • Employee perks., • Industry leading compensation plan, • Unlimited growth potential. Excellent Advancement Opportunities!, • Comprehensive training programs to advance your career, • Supplemental Life Insurance and Long-Term Disability, • 401K Retirement Plan with Employer Contributions, • Employee discounts for you and your family!, • Medical and Dental Insurance available, • $22.00 to $42.00 per hour depending on experience Benzel-Busch is committed to fostering an inclusive environment that appreciates and leverages the diversity of our team. We provide equal employment opportunity (EEO) to all qualified applicants and employees without regard to race, color, ethnicity, gender, age, national origin, religion, marital status, veteran status, physical or other disability, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local law

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

As part of the Virtual Engagement Associate Program (VEA) team, the VEA Team Manager is responsible for directly managing a team of 20+ VEAs who support a subset of our Financial Advisor base through either Digital Marketing or Financial Planning services. The VEA Team Manager will ensure their enti

Financial Solutions Advisor - Closter. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

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. Des

In lieu of this requirement, has previously held the role of: Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Analyzes the client's financ

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. At least 2 years in a Financial Advisor role or equivalent financial services experience. Morgan Securities LLC (JPMS), a registered broker-dealer and inves

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Wealth Relationship Manager Safe Act - Bronx. Identify, build and deepen relationships to gain incremental wallet sh

Private Client Financial Advisor/h2pCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term goals, then construct a tailor

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. Pri

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Experience selling investments and providing financial plans* Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth* Ensures all NEW clients receive the complete on-boarding experience, which includes: a

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Financial Solutions Advisor - Westchester / Bronx Market. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending b

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. Des

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. Des

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. Des

As a VP, Financial Advisor you are responsible for: A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, us

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to

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. Des

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

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. Des

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and insu

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. Des

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. Des

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. Des