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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

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planni

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

This is an entry-level opportunity with a structured career path into Financial Advisor and Wealth Management Advisor roles. Career changers are encouraged to apply. If you are looking for a career with unlimited growth potential, professional mentorship, and the opportunity to make a meaningful imp

Our Summit, NJ office is looking for a VP, Financial Advisor to help clients achieve their financial goals while providing exceptional service. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standa

Job Description Executive Assistant – Distinguished Private Equity Firm $100,000 – $140k base DOE + Discretionary Bonus + Fully Paid Benefits A premier Private Equity firm in Midtown is seeking a high-caliber, "roll-up-your-sleeves" Executive Assistant to support 2 Senior Executives at the firm. This is a newly created position designed for an EA who takes immense pride in their work and thrives in a truly collaborative environment. The firm is known for its exceptional, collegial culture where the administrative team of EAs work as a cohesive unit to back each other up. Though primarily supporting the two executives, the ideal candidate is a team player who is happy to assist wherever needed, from complex global logistics to ensuring the office runs seamlessly. Location: Midtown, onsite Monday-Friday Hours: 9:00 AM – 6:00 PM Key Responsibilities • Core Executive Support: Manage complex, shifting calendars and coordinate domestic/international travel arrangements., • Specialized Support: Assist with executive specific workstreams, including recruitment scheduling and managing data within Salesforce., • Presentation Materials: Utilize PowerPoint to help draft and refine presentations and investor flipbooks; manage ad-hoc projects as they arise., • Team Collaboration: Work closely with existing EA team to provide seamless coverage across the firm; participate in an "all hands" mentality to meet firm-wide goals., • Financial Admin: Meticulously track and process expense reports and manage sensitive documentation with absolute discretion. The Ideal Candidate • Experience: 7+ years of EA experience within Finance, • Technical Skills: Proficiency in Salesforce and expert-level PowerPoint skills, • Professionalism: High-caliber presence. You understand the importance of the EA role and approach every task—from board materials to office maintenance—with 110% dedication., • Traits: Hyper-organized, meticulous, and proactive. You are someone who takes notes, anticipates needs, and builds rapport to earn trust and increased responsibility over time., • Discretion: You have a deep understanding of confidentiality and sensitive information is mandatory. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. Company DescriptionCareer Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.

Job Description Position Overview About Fetch At Fetch, we’re dedicated to helping pets live their healthiest and happiest lives. Our comprehensive insurance coverage is designed with modern pet parents in mind, and we’re proud to support the animal shelter community. We believe in ensuring pets receive the best care possible and are committed to making that vision a reality every day. Fetch is a high-growth Warburg Pincus portfolio company with an expanding team of over 350 pet-loving employees working together to shape the future of pet health and wellness. About the Industry The pet insurance industry is more important than ever, offering peace of mind and financial protection for pet owners. The sector is expanding quickly, fueled by growing awareness of the need for accessible, high-quality veterinary care. With advances in veterinary medicine, pets now have access to the most effective treatments available, making pet insurance an essential component of modern pet care. P&C License Preferred We are currently seeking a Pet Insurance Sales Associate to join our amazing team at the North Shore Animal League in Port Washington, NY. Successful candidates will be goal-oriented, focused on converting opportunities into sales, while delighting customers. You are someone that has a passion for furry friends and wants to help their human companions understand the value of protecting them with the most comprehensive pet insurance available. You will have a customer-first mindset, listening to the customer’s needs and working with them to create the best outcome. REQUIREMENTS • Representing Fetch as a confident, friendly, trusted advisor to sell pet insurance policies to prospective pet parents at our partner location in the Port Washington area, • Communicating competitive advantages of Fetch; demonstrating a deep understanding of Fetch and competitor pet health insurance products, • Turning prospects into loyal clients, raving fans, and repeat customers, • Accurately recording prospect and customer information in Fetch CRM, • Establishing productive, professional relationships with key personnel at our partner locations to assist in meeting performance objectives and partner expectations monthly, • Proactively assessing partner needs on an ongoing basis through onsite focus and follow-up meetings, • Collaborating with leadership to identify opportunities for new business, • Communicating with your peers via chat to identify challenges and successes, • Virtually attending monthly company meetings or check-ins as required, • Managing expense budget and submitting completed reports monthly, • Managing all administrative tasks and responsibilities relative to the partnership, • Living up to Fetch’s commitment to continuously exceed customer expectations SKILLS • Ability to structure your work week during peak hours a must (Friday-Sunday) when it is most lucrative for the agent, • Active Property & Casualty (P&C) license or willing to obtain a P&C license at the expense of the Company within 30 days of employment (subject to state requirements), • Proven self-starter with 3-5 years of in an animal care role, • Energized by being an industry pioneer, • Passion for prospecting new sales opportunities on a daily basis (must enjoy speaking with people face to face), • Familiar with animal health or animal welfare a plus, but not required, • Ability to think and act independently within a fast-paced sales cycle, • Proven success in building relationships using a consultative, solution-focused approach, • Demonstrated customer service skills and the ability to understand Fetch's customers’ needs, • Must be willing to travel to various industry events as required, • Excellent verbal, interpersonal and written communication skills, • Excellent team player; proven ability to apply innovative ideas and critical thinking Professional Traits that are not unique to this position, but necessary for Fetch employees: • Exhibits excellent business judgment, • Positive attitude, • Sets the bar high for team standards, • Is action and results-oriented and self-reliant Compensation • The pay range for this position is $55,000 - $100,000 on a full-time basis, • Along with base salary, your position may qualify for additional bonuses, • This position is eligible for the Company’s bonus plan(s) Benefits & Perks At Fetch, we recognize the importance of work-life balance and prioritize our employees' mental health and well-being, ensuring everyone can flourish both professionally and personally. Not just pets, we want our employees to live their best lives too — here at Fetch, you have access to the valuable benefits listed below. • Comprehensive Medical, dental, and vision plan for you and your family, • Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are available, • Highly competitive 401(k) matching, • Generous 20-day PTO Policy, with rollover options. Earn an additional day of PTO each year on your anniversary with Fetch, for a maximum of 30 days, • Paid company (9) holidays, including (1) floating holiday, • Fetch Pet Insurance discount - up to 50% off, up to $1,000 savings/year, • Educational Assistance Program, • Fetch Discount Perks Program, • Volunteering - earn up to 8 hours per calendar year at nonprofit organizations, • NYC Office Amenities: Pet-friendly environment, free lunch, snacks, and additional amenities; transit accessible, • Employee Referral Incentive, • Tuition Assistance, • Commuter Benefits, • Employee Assistance Program (EAP) Pay Range $55,000 - $100,000 USD Recruiting Fraud Alert At Fetch, your personal information and online safety are paramount. Please be aware that only Fetch Recruiters and Hiring Managers will contact you regarding your application or background. All official communications from Fetch employees will originate from a fetchpet.com email address. You will never be asked for payments, financial details, or sensitive information like social security numbers by our Recruiters or Hiring Managers.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Provides financial planning services by advising the cus

As an Advisor, Revenue Cycle Quality and Performance Management, you will focus on strategically optimizing the Part B revenue cycle to enhance efficiency and achieve financial targets. Experience in Front- End Revenue Cycle/Physician Billing: Demonstrated experience in front-end revenue cycle. Prov

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. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. If you are offered a position, you will train at one financial center, and then potentia

Full Time Senior Financial Advisor. Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.

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

About Thoroughbred Advisors - National Life Group. Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. Thoroughbred Advisors is a growing force, and we believe that family, friends, an

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Recommends banking and investments strategies that align with client financial goals a

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. As a Financial Advisor within PNC Wealth Management, you will be based in Center City, Hamilton, NJ. Client Prospecting, Client Relationship Building,

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks.The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals.Successful financial plann

Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproduc

Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. This position is subject to SAFE Ac

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Spectrum Search Group Partner @ Spectrum Search Group | Executive Recruiting Expert About the Company Our client is looking to hire an Investment Banking- Director focused on either Renewables/Clean Energy, Energy Services & Shipping/Tankers/Maritime sectors. Location: New York, New York About Us: The client is a leading fast-growing international investment bank with a strong focus on Capital Markets, and it has developed strong market positions in capital markets and investment banking advisory within maritime trade and offshore energy, with growing activity in Maritime, E&P, OFS and Renewables more broadly. They pride themselves on delivering innovative financial solutions, fostering growth, and creating value for our clients in the dynamic energy landscape. About the Role We are seeking to hire either an Energy Services/Maritime or Renewables SVP-Director-level investment banking professional to join our team in New York, primarily with a focus on capital markets advisory and transaction origination, structuring, and execution within the conventional energy value chain within the Oilfield Service/Maritime spaces, working closely with colleagues in New York and the teams in their other offices. Responsibilities Deal Origination and Execution: Identify and assess investment opportunities within the U.S. Energy Services/Maritime/Renewables space, including mergers and acquisitions, debt and equity offerings, and other strategic transactions. Collaborate with senior leadership to develop and execute comprehensive capital market strategies tailored to meet client objectives. Client Relationship Management: Act as a trusted advisor, understanding clients' business objectives and tailoring financial strategies to meet their unique needs. Lead and mentor a high-performing team of financial professionals, fostering a collaborative and innovative work environment. Guide deal structuring, financial modeling, due diligence, and other critical aspects of transaction execution. Market Analysis and Research: Stay abreast of industry trends, market developments, and regulatory changes affecting the energy sector. Ensure compliance with relevant regulations and internal policies Qualifications Bachelor's degree in Finance, Business, or a related field; MBA or CFA is a plus. Relevant FINRA licenses and good standing as a Registered Representative Proven track record of successfully executing complex transactions within the Oil & Gas sector: Oilfield Service 12 + years of experience in Capital Markets, Investment Banking, with a U.S. Oilfield Service/Maritime or Renewables Focus. Strong leadership skills with the ability to inspire and guide a team to achieve exceptional results. In-depth understanding of the energy industry, including market dynamics, key players, and emerging trends Compensation: Market Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Finance Industries Investment Banking and Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at Spectrum Search Group by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Pension plan Get notified about new Director Investment Banking jobs in New York City Metropolitan Area . New York, NY $250,000.00-$300,000.00 3 weeks ago Global Trade Finance LATAM Vice President - Corporate & Investment Banking Investment Banking Vice President, Industrials - New York Vice President - Consumer & Retail Investment Banking Investment Banking M&A Senior Associate / Vice President - New York New York City Metropolitan Area $200,000.00-$250,000.00 1 week ago New York City Metropolitan Area 3 weeks ago New York, NY $250,000.00-$250,000.00 3 weeks ago VP - Investment Banking - Specialty and Diversified Financials Debt Capital Markets, Investment Grade - Director New York, NY $150,000.00-$200,000.00 3 months ago Associate Director, Investment Banking LatAm New York City Metropolitan Area $275,000.00-$300,000.00 2 weeks ago VP - LATAM Coverage and M&A Investment Banking Experienced Vice President - Investment Banking, Industrials Associate/VP, Investment Banking, Aerospace & Defense New York City Metropolitan Area $250,000.00-$300,000.00 1 week ago New York, NY $225,000.00-$250,000.00 36 minutes ago Managing Director | Head of Technology Investment Banking Vice President, Global Investment Banking Investment Banking Vice President - Capital Structure Advisory (NYC) New York, NY $200,000.00-$250,000.00 2 weeks ago Associate Director / Director, Corporate Banking, Financial Institutions Group - Origination - NYC New York, NY $185,000.00-$250,000.00 1 week ago Investment Banking - Business Services - Vice President Investment Director- Private Equity (Climate) New York, NY $100,000.00-$225,000.00 5 months ago New York City Metropolitan Area $250,000.00-$275,000.00 2 weeks ago We’re unlocking community knowledge in a new way. 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The Chief Financial Officer (CFO) reports directly to the President/CEO and serves as a trusted advisor to the CEO, Executive Team, and Board of Directors. The CFO provides enterprise leadership across financial strategy, capital, and liquidity management, asset/liability management, regulatory comp

Une banque de détail recherche un candidat dynamique pour gérer les relations avec des clients de TD Wealth à New York.

Ares offers a number of additional benefits including access to a world‑class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reprod

Independent Financial Advisor Qualifications:. Conduct financial needs assessments and develop personalized financial plans. Educate clients on financial concepts and market trends.

Financial Advisor - New York City Metro page is loaded Financial Advisor - New York City MetroFinancial Advisor - New York City MetrolocationsNY - NYCNY - BrooklynNY - Queens time typeFull time posted onPosted Today job requisition idREQ-36294 **Be in Business for Yourself, not

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

Our advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and

Job Description Managing Director (Player/Coach Role) We are seeking a dynamic and ambitious Managing Director to join our growing financial services firm in a player/coach capacity. This unique opportunity allows you to continue building your personal book of business while also mentoring and leading a team of financial professionals. We are a team of top-tier professionals who collaborate closely and bring a wide range of specialized expertise to the table — all to better serve clients with holistic, high-quality advice. Our firm is known for its family-like culture, where people genuinely support one another, and turnover is extremely rare. What sets us apart is the built-in support system — our leadership team is actively involved in recruiting top talent, allowing you to stay focused on high-impact activities like client meetings, business development, and team coaching. With access to proven marketing lanes, you'll have the tools to consistently generate leads and help your team do the same. If you're looking to take your practice to the next level while elevating others along the way, this role is for you. Compensation: $150,000 - $200,000+ Base + Commission Responsibilities: • Build and maintain a book of business through client acquisition, planning, and relationship management, • Lead, coach, and mentor a team of financial professionals to drive performance and development, • Earn override compensation based on your team’s production while continuing to develop your personal practice, • Collaborate with leadership on recruiting strategy and actively participate in interviews and onboarding, • Leverage our firm’s marketing systems to support prospecting and lead generation for both yourself and your team, • Run regular training sessions to enhance advisor skills and share best practices, • Contribute to a collaborative, client-focused culture and provide input on firm-wide training and growth initiativesQualifications:, • Minimum of 5 years of experience as a financial advisor or in a sales leadership role, • Active life/health insurance license and relevant securities licenses (or willingness to obtain), • Strong ability to lead, mentor, and inspire others, • Self-motivated with a passion for growth, both personally and as a leader, • Excellent communication and relationship-building skills, • Desire to build something bigger than yourself and leave a lasting impact, • Proven track record of success in financial services, insurance, wealth management, or a related industry About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Wealth Relationship Manager - SAFE ACT - Westchester County. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.

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

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Build a book of business an

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Exhibit unwavering integrit

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 - NYC Metro. Identify, build and deepen relationships to gain incremental walle

Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. OCC, SEC, State Insurance Commissioners, NY Department of Financial Service

This employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. Several branch te

The Financial Analyst plays a key role in supporting financial operations, compliance, and strategic planning across the Americas division. High level of accuracy and thoroughness to ensure reliable financial reporting and informed decision-making. Demonstrated critical-thinking ability to interpret

The Senior Relationship Manager is responsible for managing a portfolio of commercial banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SRM is accountable for prospecting ne

Investment Banker - Financial Institutions - Banks & Depositories - Director. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Leverage past investment banking or related experience to enhance merge

The Schusterman Group team is seeking a detail-oriented, organized, and motivated team player to join our growing team.This individual will be responsible for working alongside the Financial Advisor Team, handling day-to-day team operations as well as crafting thoughtful financial plans and deliveri

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

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. Morgan Wealth Management is committed to serving clients acr

The Financial Aid Officer (also known as the Financial Aid Advisor) is responsible for managing and processing financial aid documentation for students, ensuring compliance with federal, state, and institutional regulations. This role involves evaluating financial aid applications, providing guidanc

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

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

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. At least 2 years in a Financial Advisor role or equivalent f

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to in