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Financial management consultant jobs in New York, NYCreate job alerts

  • Beato Services LLC
    Financial consultant
    Financial consultant
    21 days ago
    Part-time
    Manhattan, New York

    Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: Commission Based Work Location: Remote

    No experience
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  • Globe Life: American Income Division: Moore-Sodan Organization NJ
    Sales Managers
    Sales Managers
    3 days ago
    $65000–$120000 yearly
    Full-time
    Edison

    Join Our Elite Sales Team for the Final Quarter of 2025… And Beyond! – Uncapped Earning Potential Awaits! Who We Are: For over 70 years, Moore-Sodan has been a powerhouse in the insurance industry, trusted by over 40,000 labor unions, including the NFL, NBA, and MLB. With 6+ million members and $65 billion in active coverage, we proudly hold an A+ Superior Rating from AM Best. If you’re a driven sales professional looking for limitless growth, uncapped commissions, and a dynamic remote work environment, this is your moment to thrive. Your Role as a Sales Manager: As a key player on our sales team, you’ll: ✅ Engage with Clients: Connect with warm leads—no cold calling! ✅ Schedule Meetings: Set up consultations with prospective customers. ✅ Deliver Virtual Presentations: Showcase tailored insurance solutions via cutting-edge video platforms. ✅ Close Deals & Drive Sales: Convert leads into clients and maximize earning potential. ✅ Guide Applications: Assist clients in securing their coverage with ease. ✅ Monitor Performance: Track key metrics and consistently exceed targets. ✅ Continuously Improve: Sharpen your skills with top-tier training. Why Sales Professionals Choose Us 🚀 Sky-High Earning Potential: 100% commission-based pay—your success drives your income. 📈 Unlimited Career Growth: No glass ceilings—advance as fast as you perform. 🕒 Flexibility & Work-Life Balance: Set your own schedule and work remotely. 💰 Weekly Pay & Residual Income: Earn ongoing commissions for long-term financial freedom. 🎓 World-Class Training: Get the tools and mentorship to become a top earner. ✈️ Luxury Travel Perks: Win all-expenses-paid trips to destinations like Paris & Tokyo. 🛡 Comprehensive Benefits: Access a robust benefits package after 90 days. Who Thrives Here 🔹 Sales professionals who love closing deals and exceeding goals 🔹 High-energy individuals who bring enthusiasm and confidence 🔹 Self-motivated go-getters who take control of their success 🔹 Strong communicators with a customer-first mindset Minimum Requirements: ✔ Sales or Customer Service Experience: Preferred but not required. ✔ Exceptional Communication Skills: Clear, persuasive, and engaging. ✔ Tech-Savvy: Must have a reliable computer and secure Wi-Fi. ✔ 18+ with a High School Diploma (Higher education is a plus). ✔ Clean Background Check. Ready to Make Your Breakthrough? 🚀 Apply Today and Start Earning What You’re Worth!

    Immediate start!
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  • Fairly Even
    Outside Sales Representative
    Outside Sales Representative
    6 days ago
    $4000 monthly
    Full-time
    Manhattan, New York

    ~~~THIS JOB IS A SALARY POSITON +COMMISSION~~~ If you are in love with the restaurant/bar industry but are tired of the stress, working long hours on nights/weekends/holidays, missing time with friends and family and tired of being on your feet - this really is the perfect opportunity. We are a leading finance and technology provider of Point of Sales systems (POS) & Payments. We provide a revolutionary and disruptive POS technology - which has resulted in successfully serving tens of thousands of businesses across the nation. As part of our new initiative we are revamping our New York sales force and looking for candidates with prior restaurant experience. We are looking for candidates with at least 1+ years in restaurant/bars. Restaurant Management/ Restaurant Consultant experience is a plus. Working Knowledge Needed: Front & Back of the House Backoffice Reporting - Financial Overview, Labor, Food/Bev, Server, P-Mix Reports and Mgmt. General Knowledge of Technology Professional Telephone Etiquette Mindset: Must be looking for a Career, not a job. Must be highly motivated, success driven and dedicated. Team Player with a Growth Mindset Ability to relate Restaurant Knowledge & Experiences to POS Client Requirement: 1 year outside sales experience 1 year experience working in a restaurant Compensation: Large Upfront Commissions Bonus Structure Salary: $4,000/mo Commission : • The maximum profitability bonus is $3,000 in commission per merchant location., • 10 month payout and includes a $1,500 up-front payment., • This depends on the accounts profitability. Benefits: • Profit Sharing, • Travel reimbursement Schedule: Monday-Friday Supplemental pay types: • Bonus opportunities, • Commission pay, • Signing bonus

    No experience
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  • Weichert Realtors TMT Group
    Real Estate Agent
    Real Estate Agent
    22 days ago
    Part-time
    Flushing, Queens

    Are you a driven, customer-focused individual looking to build a successful career in real estate? Our local Weichert® franchised company is seeking enthusiastic Real Estate Agents to join our dynamic team. Whether you're just starting or have years of experience, we provide the training, tools, and support to help you thrive in this exciting industry. Responsibilities: Assist clients in buying, selling, and renting properties Conduct property showings, open houses, and market analysis Build and maintain a robust client base through networking and lead generation Guide clients through the entire real estate process, from initial consultation to closing Utilize Weichert’s FREE state-of-the-art myWeichert CRM and marketing tools to manage leads and market properties effectively. FREE Training Stay up to date with local market trends, regulations, and best practices Qualifications High school diploma or GED Valid real estate license (or willingness to obtain one soon) Excellent communication and interpersonal skills Strong negotiation skills and the ability to close deals effectively Self-motivated, ambitious, and driven to succeed Ability to work independently and as part of a team Willingness to attend ongoing training and professional development sessions What We Offer Comprehensive FREE Training: Access to Weichert University, onboarding and coaching programs, and regular training sessions to ensure your success Cutting-Edge Technology: FREE Use of our myWeichert CRM, automated marketing tools, and lead generation systems Competitive Compensation: Attractive commission structures with performance-based incentives Supportive Environment: Join a collaborative office that fosters growth and success, with administrative support to help manage your workload Financial Growth Opportunities: A clear path to advance your business.

    Easy apply
  • Fairly Even
    Sales Representative
    Sales Representative
    6 days ago
    $50000–$150000 yearly
    Full-time
    Manhattan, New York

    ~~~THIS JOB IS COMMISSION + RESIDUAL (PASSIVE INCOME) IT IS NOT SALARIED~~~ If you are in love with the restaurant/bar industry but are tired of the stress, working long hours on nights/weekends/holidays, missing time with friends and family and tired of being on your feet - this really is the perfect opportunity. We are a leading finance and technology provider of Point of Sales systems (POS) & Payments. We provide a revolutionary and disruptive POS technology - which has resulted in successfully serving tens of thousands of businesses across the nation. As part of our new initiative we are revamping our New York sales force and looking for candidates with prior restaurant experience. We are looking for candidates with at least 1+ years in restaurant/bars. Restaurant Management/ Restaurant Consultant experience is a plus. Working Knowledge Needed: Front & Back of the House Backoffice Reporting - Financial Overview, Labor, Food/Bev, Server, P-Mix Reports and Mgmt. General Knowledge of Technology Professional Telephone Etiquette Mindset: Must be looking for a Career, not a job. Must be highly motivated, success driven and dedicated. Team Player with a Growth Mindset Ability to relate Restaurant Knowledge & Experiences to POS Client Compensation: You are compensated 3 ways - This is unprecedented in the Industry. Large Upfront Commissions Bonus Structure Profit Sharing (Residual 35% split) This compensation will be in the $1,000s and can be in the $10,000s per month. ***Residual income has no cap. Sky is the limit. Commission : The maximum profitability bonus is $3,000 in commission per merchant location. 10 month payout and includes a $1,500 up-front payment. This depends on the accounts profitability.

    No experience
    Easy apply
  • Allied Productions Inc.
    Executive Officer
    Executive Officer
    1 month ago
    $35 hourly
    Full-time
    Manhattan, New York

    Allied Productions, Inc. is a nonprofit arts organization based in the Lower East Side of New York City, dedicated to supporting and presenting experimental, underrepresented, and community-rooted artistic projects. Founded in 1981, Allied fosters creative expression through a wide range of disciplines including visual arts, performance, media, and public installations. The organization is known for its collaborative spirit and commitment to social justice, often working with marginalized artists and activist groups. Allied also stewards community spaces like Le Petit Versailles, a garden and cultural hub that serves as a venue for exhibitions, performances, and public gatherings, bridging art with grassroots activism and urban environmentalism. PAST PROJECTS ABC No Rio at 45 at Emily Harvey Foundation NYC AIDS Memorial MIAD CURRENT ACTIVITIES Archives Book Fairs Touring Projects Hours: 5 or 6-hour days • 5 days per week Salary: $3500 monthly Location: E 8th Street Storefront next door to an award winning community garden. Responsibilities would include : Programming Financial Management Archival materials oversight Fiscal Sponsorship Management Development [members; partnerships; board; and ideas] Required Skills • Basic Bookkeeping (competence with Quickbooks Online), • Grant Management (familiar with NYSCA, DCLA, and other public funding resources), • Google Workspace (Advance level), • Competence in word processing and spreadsheets; Filemaker Pro (mid-level), Adobe Photoshop; In Design, and Premier Rush, • Inventory Oversight (archive of art & ephemera along with sale items)., • hiring staff (as needed) NOTE: You will be working with a delegation of current staff and volunteers and an active board to assist with bookkeeping; grant Writing; archiving; promotional consultants and development coordinating assistants What the previous Organizational Manager had to say about their expectations “Facilitation of innovative and unexpected public expression that combines all areas of the arts and social practice” Challenges and difficulties Not fitting into traditional categories of programming or funding slots. Maintaining progressive values while acknowledging the constraints and necessities of commerce, creative marketing strategies, understanding political compromises without sacrificing ethical standards. Outstanding issues needing to be solved Determining goals of the archival program Le Petit Versailles operating independently without the use of neighboring apartment. Consideration—transitioning from a defacto foundation paradigm where our projects and creative activities constitute the primary in house programming (i.e AIDS Memorial Project; MIAD project; ABC No Rio 45-years and others)

    Immediate start!
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  • Mentalzon
    Mental Health Counselor (Remote)
    Mental Health Counselor (Remote)
    1 month ago
    $35–$50 hourly
    Part-time
    Manhattan, New York

    A Call for Licensed Counselors, Therapists, and Social Workers to Expand Their Private Practice Are you a licensed mental health professional who has built a thriving practice rooted in your community—whether in a bustling city like Denver or a quiet suburb near Atlanta? We recognize the dedication it takes to foster a space for healing and growth. We now invite you to amplify that impact. This is an opportunity for independent, licensed counselors to transcend geographic boundaries, connect with a broader clientele, and embrace the autonomy of a remote practice, all while retaining full control of your clinical work. Mentalzon is a professional collective designed to champion the independent practitioner. We are not an employer, but a collaborative network that provides the visibility and tools for you to grow your private practice on your own terms. Our focus is on connecting individuals seeking genuine support with dedicated, qualified counselors like you. Your Impact as an Independent Counselor: • Client-Centered Counseling: Deliver compassionate and effective remote counseling sessions, drawing on your unique skills and therapeutic orientation to guide clients toward their goals., • Ensuring a Professional Space: Create and uphold a secure, confidential, and HIPAA-compliant virtual setting that serves as a safe container for the therapeutic relationship., • Deep Ethical Commitment: Practice with unwavering integrity, adhering to the highest ethical principles as defined by your respective state and professional licensing board (e.g., ACA, NASW, AAMFT)., • Entrepreneurial Spirit: Operate as the true owner of your practice. You have complete freedom to manage your schedule, determine your own fees, and cultivate the caseload that best suits your expertise., • Lifelong Learning: Demonstrate a commitment to your professional growth through continued education, consultation, or other activities that enrich your clinical practice. Who We Are Looking For: Core Qualifications: • Master's Degree: A Master's Degree from an accredited institution in Counseling, Social Work, Marriage and Family Therapy, or a related mental health field., • Independent State Licensure: A current, unrestricted license to provide mental health services independently in at least one U.S. state (e.g., LPC, LMHC, LCSW, LMFT, LCPC). This is an essential requirement., • Telehealth Readiness: A clear understanding of and adherence to the legal and ethical requirements for providing telehealth in the state(s) where you are licensed to practice., • Post-Licensure Experience: A minimum of two years of experience providing counseling/psychotherapy after receiving your independent license., • Professional Telehealth Setup: Access to a private, quiet workspace with a reliable, high-speed internet connection to ensure professional, high-quality, and HIPAA-compliant video sessions. Preferred Attributes: • Specialized Training: Certifications or advanced training in specific populations or modalities (e.g., trauma-informed care, Gottman Method, IFS, solution-focused therapy)., • Private Practice Experience: A proven track record of successfully managing a private practice caseload is highly valued., • Collaborative Spirit: An interest in being part of a professional community dedicated to excellence and mutual support. Why Partner with Mentalzon? • Complete Clinical Independence: You are the expert. We provide the connection, but your clinical judgment, therapeutic style, and practice policies remain entirely your own., • Financial Freedom: 100% of Your Rate: Step away from the demands of insurance panels and billing complexities. You set your rate, and you keep it all. Payments are direct from client to you, with zero commissions., • Practice Without Borders: Offer your services to a wider range of clients within your licensed state(s), reaching individuals who need your specific skills but may live outside your immediate area., • Quality Client Matching: Increase your visibility to individuals who are actively and intentionally seeking a licensed counselor, leading to more aligned and successful therapeutic relationships. Begin Your Journey with Us: • Share Your Story (Apply): Submit your application through our straightforward online portal, creating a profile that reflects your professional background and clinical philosophy., • Verification of Credentials: We will securely review your submitted Master's degree and active state license(s) to ensure community quality and trust., • Tailor Your Public Profile: Once verified, you can customize your public-facing profile, outlining your specialties, availability, and session fees., • Welcome New Clients: With your profile live, you'll be ready to receive inquiries from prospective clients and begin the rewarding work of building your remote practice.

    Immediate start!
    No experience
    Easy apply