JOB TODAY logo

Financial education jobs in Hoboken, New JerseyCreate job alerts

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

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

    No experience
    Easy apply
  • Patient Care Coordinator
    Patient Care Coordinator
    17 hours ago
    $20 hourly
    Full-time
    Melrose, The Bronx

    Health Plus Management (HPM) is a Physician Support Organization and market leader in clinical practice management in the physical medicine and rehabilitation market with 50+ locations serving Long Island, NYC, Westchester, Upstate NY, NJ and Connecticut. HPM provides independent physician practices specializing in musculoskeletal care with professional business development, marketing and back-office support typically seen in much larger organizations, thereby enabling clients to start and/or grow their private practice beyond what might otherwise be feasible (while maximizing clinical service and patient care). Health Plus Management is seeking an energetic, patient-centric and detail-oriented Patient Care Coordinator to be the liaison between our physicians and patients. The Patient Care Coordinator will welcome patients and provide them the best customer service throughout their visits. In this role, the Patient Care Coordinator will educate our patients on their specific plans and respond to all inquiries with compassion. Please apply directly on our website: Responsibilities • Provide outstanding customer service to every patient, • Coordinate patient visits to ensure proper progress of treatment plans, • Educate our patients on treatment plans, practice policies, financial responsibility, etc., • Schedule the treatment plan of the physicians with the patient, • Track referrals and treatment plans with patient, • Assist patients to set goals and identify the problem(s) when patients are not meeting their goals, • Assist patients with completion of paperwork when necessary, • Respond to patient inquires in a compassionate and timely manner, • Process medical insurance information, verifying patient eligibility and addressing any patient questions about insurance (liaise with Billing department as appropriate), • Ensure the compliance of treatment plans created by the physicians, • Responsible for maintaining confidentiality of personal information (HIPAA compliant), • Ensure all patient information (demographics, insurance information, etc.) are in the system for follow-up and reporting, • Provide advocacy, information, and referral services to patients, • Act as a back-up to other team members as needed, • Other duties as assigned Knowledge and Experience • 1+ years of relevant medical experience, preferred, • Knowledge of medical terminology & procedures, and the ability to intelligently and confidently converse with patients and is preferred, • Knowledge of EMR system(s), • Strong computer knowledge and windows program including Microsoft word/excel Skills and Abilities • Bilingual (English/Spanish) required, • Excellent verbal and written communication, • Ensuring a great patient experience by delivering outstanding customer service, • Relaying a sense of compassion to our patients, • Exceptional organizational and time-managements skills - the ability to multi-task is a must, • Adaptability and flexibility while working in a fast-paced environment, • Problem-solving ability and aptitude, • Outcome-focused, with an ability to work under pressure, • A solution-oriented mindset and a willingness to 'get your hands dirty', • A strong sense of urgency and focus in accomplishing tasks Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer., • Must be able to lift up to 25 pounds at times. Schedule: Full-Time Pay: $20/hour

    Easy apply
  • Residential Coordinator
    Residential Coordinator
    9 days ago
    $52500–$58000 yearly
    Full-time
    Hackensack River Waterfront, Jersey City

    If you are looking for a rewarding opportunity to work in the non-profit area Hudson Milestones could be a wonderful organization for you to join! The Residential Coordinator (Group Home Manager) or RC, position requires experience in planning and implementing programs for adults with intellectual/developmental disabilities. It involves quality assurance, training of staff, preparation of programmatic and financial data reports, and personnel related responsibilities. The RC is responsible for ensuring a smooth operation and remaining compliant with agency and state regulations. We are looking for a strong candidate to lead a Hudson County based Group Home. Responsibilities/Requirements include but are not limited to: Responsible for reading, knowing and complying with all appropriate governing documents in the administration of their programs be it contracts, agency policies and procedures, State or Federal standards, specific program operations manuals and circulars both internal and external, and the like. Ensures compliance with the agency’s Operations and Personnel Manuals and the Division of Developmental Disabilities Standards Manual. Completes and/or reviews and submits all logs, records, forms, schedules, and reports as required by the agency and the Division of Developmental Disabilities. Maintains all program files according to agency and Division of Developmental Disabilities specifications. Attends meetings and training as directed by the Director of Residential Services. Ensures nutritional and dietary needs of the clients are met. Ensures maintenance of dietary and nutritional information on clients. Ensures all Individual Habilitation Plans and supporting documentation are implemented and consistent with agency and State philosophy and requirements and monitors same. Supervises maintenance of home and property, assuring safe, clean, and orderly environment. Ensures proper program coverage by staff at all times, consistent with client needs and program budget. Coordinates client health care including scheduling and reporting appointments and treatment. Provides transportation to medical appointments when necessary. Supervises medication dispersion and documentation. Report all unusual incident reports and internal reports Facilitates family and guardian contacts. Directs staff and volunteers in program, providing guidance, role modeling and instruction as needed. Ensures full and comprehensive training and orientation of new staff and substitutes. Completes staff evaluations and new hire probationary logs. Maintains professional demeanor in all interactions with clients, supervisors, staff, families, neighbors, professionals and others involved in the program. Maintains, documents, and disperses household funds including petty cash, grocery, client funds, recreation, salary and clothing disbursement. Coordinates daily activity and recreation schedules ensuring follow through and completion. Ensures client development in: A. Self Help Skills B. Community Living C. Social Skills D. Activities of Daily Living Ensures implementation and monitoring of Individual Habilitation Plans, Behavior Support Plans and other training plans required. Participate and ensures accuracy of payroll reporting. Provides transportation for residents as necessary. During off hours, serves as the “On Call” in case of an emergency in order to provide coverage or as directed by the Director of Residential Services. Implements department wide programming as requested by the Director of Residential. Monitors program budget to ensure appropriate expenditures. Coordinates, attends and/or schedules all required meetings relevant to the operation of the residential program as directed by the Director of Residential Services and/or Chief Executive Officer. Provides a consistent means of relaying information from the Administration to staff and vice versa as needed. Works flexible hours as necessary for the benefit of the program. Respects the confidential nature of all information regarding clients and families. Ensures that a client’s dignity is not compromised in any way. Ensures that a safe and healthy environment is maintained for all clients at all times. Cooperates with the Licensee and any Department staff in any inspection or investigation. Performs all other duties as assigned by the Director of Residential Services and/or the Chief Executive Officer or his/her designee. All staff are strongly encouraged to participate in any/all fundraising activities to any extent possible. Each RC is required to work 1 evening, 1 Weekend Day, and 1 overnight per month for staff supervision. Candidates must possess a valid NJ driver's license (or transfer), be 21 and older, pass physical & substance screening, fingerprinting and complete online state mandated training prior to Orientation. EOE V/W/D Position Requirements: Bachelor’s Degree in Special Education, Psychology or related field, or Equivalent Valid New Jersey driver’s license (Probationary/Provisional not accepted) Strong written and oral communication skills. Twenty-one years of age or older. Supervisory skills a must. A minimum of three (3) years experience working with people with intellectual/developmental disabilities including individual habilitation plan development, program monitoring and behavioral plan development experience One (1) year experience in a residential program as a Group Home Manager Two (2) years additional experience in a residential program in a supervisory role. EOE Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

    Easy apply
  • Senior Accounting Manager
    Senior Accounting Manager
    25 days ago
    $110000–$120000 yearly
    Full-time
    Manhattan, New York

    About Global Citizen Global Citizen is a movement of engaged citizens who are using their collective voice to end extreme poverty. On our platform, Global Citizens learn about the systemic causes of extreme poverty, take action on these issues, and earn rewards for their actions as part of a global community committed to lasting change. Global Citizens have taken over 42.9 million actions since 2009. Today, these actions, in combination with high-level advocacy work, have led to over $49 billion being distributed to our partners around the world, impacting 1.3 billion lives in the fight to end extreme poverty. Role Overview Global Citizen is seeking a Senior Accounting Manager to own the accounting function across the organization. Reporting directly to the VP of Finance & Operations, this role is responsible for the integrity of Global Citizen’s books and records, the timely execution of month-end and year-end close, and the preparation of consolidated financial statements across multiple international entities. While Accounts Payable and Payroll functions are executed by designated staff, the Senior Accounting Manager maintains ultimate oversight and accountability for these processes and for the accuracy and completeness of all financial reporting. This role also leads the annual audit, Form 990 preparation, Worker’s Compensation audit, and other regulatory compliance requirements. Key Responsibilities Accounting Operations & Month End Close 40% • Own and manage the full month-end and year-end close process, ensuring accurate and timely reporting, • Maintain the general ledger and ensure proper classification and reconciliation of all accounts, • Review balance sheet reconciliations and key account analyses, • Ensure adherence to GAAP and nonprofit accounting standards, • Maintain and continuously improve accounting policies, procedures, and internal controls, • Consolidated Financial Reporting & Global Oversight 30%, • Prepare consolidated financial statements across multiple international entities, including but not limited to intercompany transactions and multi-currency considerations, • Ensure consistency in accounting treatment and reporting across international books, • Partner with international teams to ensure accurate and timely reporting submissions, • Provide accurate financial information to support leadership decision making, • Audit & Regulatory Compliance 20%, • Lead the annual external audit process and serve as the primary point of contact for auditors, • Prepare audit schedules, supporting documentation, and technical accounting memos, • Oversee preparation and filing of IRS Form 990 and related tax filings, • Lead the annual Worker’s Compensation audit and ensure completion of other compliance reporting, • Ensure compliance with federal, state, and international regulatory requirements, • Oversight of AP, Payroll, & Financial Controls 10%, • Provide oversight and final accountability for Accounts Payable and Payroll processes, • Ensure strong internal controls over cash and financial transactions, • Partner with staff executing AP and Payroll to ensure alignment with reporting deadlines and accounting standards Fundamental Requirements Education & Experience • Bachelor’s degree in Accounting, Finance, or related field., • 7+ years of progressive accounting experience, including nonprofit accounting experience., • Demonstrated experience leading month-end close and preparing consolidated financial statements., • Experience managing external audits and IRS Form 990 filings., • Strong knowledge of GAAP and nonprofit accounting standards., • Experience working with international entities and multi-currency consolidations preferred., • Proficiency in Sage Intacct (strongly preferred) and advanced Excel skills., • Attributes, • Exceptional attention to detail and commitment to accuracy., • Strong analytical, organizational, and problem-solving skills., • Ability to work independently while collaborating cross-functionally., • Excellent written and verbal communication skills., • Using AI tools to work smarter and drive impact is an essential part of every role at Global Citizen. All staff must integrate AI into their daily work, whether improving workflows, analyzing information, or enhancing communication in service of our mission. Benefits Why Global Citizen? In this coming decade of action and accountability, Global Citizen will be the leading international voice, educator, and influencer that rallies humanity to take full responsibility and accountability for eradicating extreme poverty. You have a chance to contribute and make this world a better place for all. More Details • Must be authorized for employment in the United States, • Global Citizen operates on a hybrid work model - 3 days (Tuesday, Wednesday, and Thursday) in our NYC office and 2 days (Monday & Friday) telecommuting., • Full-time, ongoing employees are eligible for a competitive benefits package: Medical, dental, vision, and life insurance; commuter benefits; 403(b) retirement savings & employer match; generous paid time off (vacation, sick, and holidays); paid parental leave; employee discounts; FSA; Professional Development Assistance (EAP)., • Salary Range: $110,000 - $120,000 Annual Salary Global Citizen is proud to be an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Global Citizen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, religion, color, national origin, ancestry, disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, pregnancy, age, sexual orientation, military or veteran status, citizenship or any other protected classification under applicable federal, state, or local laws. In addition, Global Citizen complies with the relevant country laws governing employment nondiscrimination in all our international offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

    Easy apply
  • Bookkeeper
    Bookkeeper
    30 days ago
    $32–$40 hourly
    Full-time
    Ridgefield

    Date posted: January 31, 2026 Pay: $32.00 - $40.00 per hour Job description: Office Manager / Bookkeeper Position Bergen County HVAC company is looking for a full time HVAC Office Manager and Bookkeeper who oversees daily administrative operations and financial records, combining scheduling, customer service, and accounting duties. This position would oversee different departments in the company and meet with the owner to go over reports and all numbers associated with projects and also with profitability of the company. Responsibilities: ● Scheduling & Dispatching: Coordinating field technicians, managing service calendars, and updating job tickets. ● Customer Service: Handling incoming client inquiries, scheduling service calls, and managing complaints. ● Have the ability to work with customers and employees. Relay accurate information to technicians, ensuring proficient, quality customer experiences ● Records Maintenance: Maintaining accurate service histories, client databases, and inventory tracking. ● Workflow Coordination: Overseeing daily office staff and improving administrative processes. ● Accounts Payable/Receivable: Processing vendor invoices, managing subcontractor payments, and invoicing customers for completed jobs. ● Accurately process financial transactions and pay invoices in a timely manner ● Managing weekly payroll with our software and maintaining employee records. ● Financial Reporting: Preparing financial statements, performing month-end close, and reconciling bank accounts. ● Reporting & Compliance: Assisting with tax preparation (sales tax, etc.) and maintaining compliance with insurance/licensing. Requirements & Qualifications: ● Software Proficiency: High-level expertise in QuickBooks and MS Office Suite (Excel). ● Experience: Proven experience in both office management and bookkeeping, ideally in a HVAC, Electrical or construction company field. Three years of prior bookkeeping experience ● Skills: Strong communication, organizational, and multitasking abilities. ● Education: Bachelor degree in business administration or accounting or finance is often preferred, but not always required. Compensation will be based on experience and knowledge Benefits: Paid time off Tuition reimbursement Work Location: In person

    Immediate start!
    Easy apply
  • Personal Assistant (PA)
    Personal Assistant (PA)
    1 month ago
    $2000–$2500 monthly
    Part-time
    Manhattan, New York

    Company: Remote and part-time personal assistant position in Mr. Houle's Fintech Industry. Location: Remote (USA). Type of employment: Part-Time, Independent Contractor. Hours: 10-15 hours a week (Flexible Schedule) Salary: 20,000-30,000 annually (Pro-rated in terms of experience and number of hours) Do you consider yourself to be an organized and tech-savvy employee who is interested in working remotely but wants flexibility? We are currently recruiting a capable and enthusiastic Personal Assistant to offer advanced administrative services to a hectic executive in the fast-paced fintech sector. It is a tremendous bonus to an individual who works better in an isolated setting and wants to supplement their existing job, education, or lifestyle with a part-time job. We want to hear from you if you are a self-starter, possess excellent communication skills, and have a way to organize things. About the Role: In this position, you will be the right hand of Mr. Houle, and you will be running some of his daily activities comfortably from the comfort of your home. Your major duties will involve: Email Management: Surveillance, categorization, and handling of inboxes, drafting email and sending them to customers and business associates. Administrative Assistance: Light administrative support in the form of schedule making, information input, and document preparation. Financial Liaison: Following and auditing small bookkeeping activities to facilitate financial activities in the fintech sector. Task Coordination: Assisting with the coordination of projects within a rapid context and meeting deadlines. What We're Looking For: The candidate to hire is expected to be dependable, self-reliant, and willing to learn. These are the things you need to have: Good Organizational Skills: The capability to handle time and multitask without a hitch. Technical Skills: Feels at ease with online tools, such as Google Workspace (Gmail, Docs, Sheets) and Microsoft Excel. Knowledge of project management software or fintech platforms is an added advantage. Good English: Good written and spoken English skills to be able to communicate with clients and other staff professionally. Proactive Attitude: This is the capacity to look ahead, be self-scheduled and perform tasks without much oversight. Experience: The right candidate does not have to have prior experience in administrative, bookkeeping, or executive support but it will be an advantage. Why Join Mr. Houle's Team? Work Anywhere: This is a completely remote role and has a flexible working schedule that is customized to fit your life. Attractive Salary: Make between 20,000 to 30,000 a year, compensated in part-time. Career Insight: Acquire valuable experience and knowledge of the industry of accounting and finance technology (fintech). Urgent Position: This job is urgently required, and hence, the time of commencement is instant in the case of a successful candidate. Ready to Apply? We would be interested in hearing from you if you are a responsible and self-driven person and want to get a part-time job with flexible hours that would suit your lifestyle. Please include a resume and a brief cover letter as to why you are the best candidate to fill this position. Your response will be appreciated.

    Immediate start!
    Easy apply
  • Field Agent Opportunity — Community Phone Program
    Field Agent Opportunity — Community Phone Program
    1 month ago
    $3000–$5000 monthly
    Full-time
    Financial District, Manhattan

    We’re expanding our outreach team and looking for motivated field professionals to help connect individuals and families with essential phone services. This role focuses on community engagement, device distribution, and enrollment support. You’ll work directly with residents, explain program options clearly, provide smartphones and free SIM cards, and complete activations in approved field locations. For the right people, this is an opportunity to build consistent income, develop leadership skills, and grow within a fast-moving organization. Role Overview • Conduct in-person outreach in designated areas, • Educate residents about available phone programs, • Distribute devices and activate free SIM cards, • Assist with enrollments and documentation, • Maintain professional representation in the field, • Follow compliance and operational guidelines What’s Provided • 📱 Phone Program Access, • 📦 Devices Available, • 📲 Free SIM Cards, • 🤝 Community Impact, • 💰 Performance-Based Compensation with Unlimited Upside, • 📈 Advancement Opportunities, • 🎓 Training and onboarding Who We’re Looking For • Strong communication skills, • Comfortable working in community environments, • Reliable and goal-oriented, • Professional and ethical, • Prior outreach or field sales experience is a plus Why Join You’ll be part of a growing operation that delivers real services while rewarding performance. If you’re looking for stability, earning upside, and long-term growth in a field-based role, this is worth exploring.

    Immediate start!
    No experience
    Easy apply
  • Junior Broker
    Junior Broker
    2 months ago
    $70000–$100000 yearly
    Full-time
    Manhattan, New York

    About Us: Premium Merchant Funding is a leading finance company in NYC's Financial District, specializing in small business lending for high-risk businesses. Our Mission: To empower small and medium-sized businesses often overlooked by traditional banks, helping them not just survive, but thrive. Core Values: • Teamwork and Collaboration, • Transparency and Accountability, • Honesty and Integrity, • Client-First Approach, • Innovation, • Community Engagement, • Long-term Client Relationships, • Industry Leadership Position Overview: As a Junior Broker, you'll support small and medium-sized businesses by identifying and nurturing potential clients, initiating valuable conversations, and creating sales opportunities. Key Responsibilities: Prospecting: Engage potential clients through various channels. Qualification: Assess client needs and fit for our financial solutions. Advocacy: Educate potential clients on our services. Closing: Master sales techniques and manage your sales cycle. Data Management: Maintain detailed records in our CRM system. Qualifications: • Sales or customer service experience preferred, • Excellent communication skills, • Independent and collaborative work style, • Strong problem-solving abilities, • Persistence and results-driven mindset, • Passion for helping businesses succeed What We Offer: • Performance-based pay (OTE $70,000 - $100,000 in the first year), • Training and development opportunities, • Supportive work environment, • Prime NYC location, • Career growth opportunities, • Uncapped commission Apply Now: If you value transparency, integrity, and innovation, and want to make a meaningful impact on businesses, we welcome your application.

    Immediate start!
    No experience
    Easy apply