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Financial management consultant jobs in New York, New YorkCreate job alerts

  • Financial Advisor
    Financial Advisor
    6 days ago
    $34500–$125000 yearly
    Full-time
    Manhattan, New York

    Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: Ability to obtain State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.

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  • Construction Project Executive
    Construction Project Executive
    20 days ago
    $125000–$150000 yearly
    Full-time
    East Williamsburg, Brooklyn

    Job description: Company Overview We are a well-established roofing and façade restoration construction company specializing in commercial and multi-family buildings. Our services include roofing systems, façade repairs, masonry, waterproofing, and complete building envelope restoration. We are seeking a seasoned Project Executive to lead project teams, oversee complex restoration work, and drive operational and financial success. Position Summary The Project Executive is responsible for executive-level oversight of all assigned roofing and façade restoration projects. This role ensures projects are delivered safely, on schedule, and within budget while maintaining the highest quality standards. The Project Executive works closely with ownership, clients, consultants, and internal teams to support company growth and long-term success. Key Responsibilities • Provide executive oversight of multiple roofing and façade restoration projects, • Lead, mentor, and manage Project Managers, Superintendents, and field personnel, • Oversee budgets, forecasting, cost control, and project profitability, • Ensure compliance with safety programs, quality standards, and company policies, • Serve as senior point of contact for owners, property managers, engineers, and architects, • Support preconstruction efforts including estimating, scope reviews, and contract negotiations, • Manage escalated project issues, change orders, and risk mitigation, • Ensure consistent execution of building envelope best practices, • Drive process improvement and operational efficiency across all projects Required Qualifications • 10+ years of construction experience with a strong focus on roofing and façade restoration, • 5+ years in a senior leadership role (Project Executive, Senior Project Manager, Operations Manager), • Extensive knowledge of roofing systems, façade assemblies, masonry, and waterproofing, • Proven experience managing large-scale commercial or multi-family restoration projects, • Strong financial, scheduling, and contract management skills, • Excellent leadership, communication, and decision-making abilities Preferred Qualifications • Bachelor’s degree in Construction Management, Engineering, or related field, • Experience working on occupied buildings and phased restoration projects, • Proficiency with construction management and estimating software Benefits Competitive base salary with performance based bonus Health insurance Paid time off and holidays Career advancement with a growing roofing & façade restoration firm Schedule Monday to Friday Job site visits as required Job Type: Full-time Benefits: Health insurance 401K Paid time off

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  • Mortgage Loan Originator *NEW BROOKLYN LOCATION*
    Mortgage Loan Originator *NEW BROOKLYN LOCATION*
    21 days ago
    Full-time
    Brooklyn, New York

    MortgageDepot (NMLS #1133788) a multistate mortgage broker, is seeking an experienced Mortgage Loan Originator to join our expanding team. MortgageDepot takes a strategic digital approach to the traditional mortgage industry, which has landed us in Inc’s 5,000 fastest growing companies. We are among the Top 22,000 sites visited daily in the US, and Top 115,500 worldwide according to Alexa Traffic Rank. We run a powerful lead generation platform and are seeking a talented and motivated individual to take advantage of this client sourcing opportunity as we expand our branch operations to other states. We have an immediate opening for an experienced Mortgage Loan Originator in our Queens location. The ideal candidate will have an active NMLS license and at least 1-2 years of experience as a mortgage loan officer or in a similar role. Job Description The primary role of the Mortgage Loan Originator is to leverage MortgageDepot’s offerings to attract customers, originate mortgages, manage loan pipeline, and network and build relationships with realtors, attorneys, financial professionals, past customers, and other nontraditional sources while providing excellent customer service. He or she will also be expected to supervise and provide guidance to less-experienced staff members. Additional responsibilities include but are not limited to: Leverage MortgageDepot digital platform and social media tools to engage with prospective leads. Build and maintain an active book of business through MortgageDepot provided leads as well as self-sourcing methods. Inform prospective and existing customers of the vast array of choices available through MortgageDepot lending partners, including all loan products and procedures, prevailing rates, policies, and underwriting requirements Gather and analyzing applicant’s financial data; including financial statements, tax returns and credit to determine feasibility of qualifying for a loan and match customers’ needs with an appropriate loan program. Compile loan disclosures and facilitate negotiations with borrowers to establish standards on items such as itemization of fees, loan repayment options and other credit terms. Interface between loan processors, underwriters, lenders and realtors on behalf of the applicant as needed to ensure a successful loan transaction. Remain up-to-date with changing rules, regulations and guidelines from FNMA, FHLMC, FHA, and VA in addition to other investors and agencies. Supervise and provide guidance to Jr. Mortgage Loan Originators as they transition in to licensed MLOs. Research and stay up to date on market rates and trends to better consult clients. Attend in-person and / or virtual meetings with potential clients or real estate brokers. Qualifications / Requirements Active NMLS state license Minimum 1-2 years of previous experience as a mortgage loan officer or in a similar role High school diploma or equivalent required; Bachelor’s degree is desired Knowledge of guidelines for loan programs and various types of loans such as FHA, FHMLC, FNMA, VA and commercial loans, etc. Working knowledge of mortgage loan computer software (e.g. Calyx Point) Experience in self-sourcing and servicing business leads Excellent customer service, sales, and written and verbal communication skills Proficient Microsoft Office skills required Must be open to participate in Marketing initiatives and office meetings. Bilingual is a plus, but not mandatory Ability to multitask and prioritize projects with multiple deadlines Ability to work independently with minimal supervision Additionally, we offer Immediate compensation Accredited fast-track MLO training program Low competitive rates and fees to your clients Over 60 wholesale lenders to choose from A suite of commercial property lending programs Automated pricing engine 24 to 48-hour loan approvals Referral base prospecting assistance Strategic co-branding partnership with realtors Access to digital lead generation system Access to full-service, in-house marketing, events and social media team Job Type: Full-time Pay: $30,000.00 - $900,000.00 per year Benefits: Flexible schedule Work Location: In person

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  • Dental Office Manager / Receptionist
    Dental Office Manager / Receptionist
    29 days ago
    Part-time
    Bayside, Queens

    Dental Office Manager – Bay Boulevard Dental Bay Boulevard Dental is looking for an experienced, organized, and patient-focused Dental Office Manager to lead our front office operations and help create an exceptional patient experience. We are seeking a motivated professional with strong leadership skills, excellent communication, and hands-on knowledge of dental office systems, scheduling, insurance, and team management. Responsibilities: Oversee daily front office and administrative operations Manage patient scheduling and appointment flow Verify insurance benefits and support treatment presentation Supervise front desk team and coordinate staff performance Handle patient financial arrangements and collections Ensure smooth communication between doctors, clinical team, and patients Monitor office goals, KPIs, and production reports Maintain HIPAA compliance and office policies Support hiring, training, and team development Resolve patient concerns professionally and efficiently Qualifications: Previous experience as a Dental Office Manager required Strong knowledge of dental insurance and treatment coordination Experience with Dentrix, Eaglesoft, Open Dental, or similar software Excellent leadership and organizational skills Strong financial coordination and collections background Professional, positive, and patient-centered attitude Ability to multitask in a fast-paced environment What We Offer: Competitive salary Bonus opportunities Supportive team environment Growth opportunities Paid time off Employee dental benefits If you are a strong leader who loves creating systems, building teams, and delivering excellent patient care, we would love to hear from you.

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  • Business Development Manager
    Business Development Manager
    1 month ago
    Part-time
    Jersey City

    Location: Remote / US-based About Us: We are a boutique fractional CFO and outsourced finance firm helping small and medium-sized businesses optimize their financial strategy, reporting, and operations. Our clients benefit from high-level CFO expertise without the full-time cost. Role Overview: We are looking for a motivated Business Development Manager to drive client acquisition on a 100% commission basis. You will be responsible for generating leads, building relationships, and closing new clients. This is a high-reward role for someone with a proven track record in B2B services sales. Key Responsibilities: • Identify and qualify prospective clients (small and medium-sized businesses) that could benefit from fractional CFO services., • Reach decision-makers (CEOs, CFOs, business owners) via cold calls, email outreach, LinkedIn, and referrals., • Present the value of our services and close deals independently., • Maintain a pipeline of leads and track activity using CRM tools., • Provide insights from the market to help refine our offerings. Requirements: • Proven B2B sales experience, ideally in professional services, consulting, or finance., • Comfortable with high-value deals and long sales cycles., • Excellent communication and presentation skills., • Self-motivated, results-driven, and able to work independently., • Familiarity with CRM tools (HubSpot, Salesforce, etc.) is a plus. Compensation: • 100% commission-based. Earn a flat fee equivalent to one month’s service fee per client upon closing., • Potential for repeat commission or bonus for clients retained beyond the initial engagement., • Flexible schedule – you control your pipeline and earning potential. Why Join Us: • Work remotely with a flexible schedule., • High earning potential with no salary cap., • Represent a trusted, high-value service that makes a tangible difference for business owners.

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  • Sales Consultant
    Sales Consultant
    1 month ago
    $18–$21 hourly
    Full-time
    Flushing, Queens

    Pay: $60,000.00 - $85,000.00 per year Job description: About Eazzy Consulting LLC Eazzy Consulting LLC is a growing business financial consulting firm helping small and mid-sized business owners access working capital solutions nationwide. We work with banks, non-bank lenders, and private capital providers to structure customized funding solutions for business expansion, cash flow stabilization, and growth. We are strategic financial consultants dedicated to helping entrepreneurs stabilize operations and grow sustainably. We are expanding our in-office sales team and hiring Business Financial Consultants immediately. What You Will Do Make outbound calls to business owners Follow up on inbound/outbound leads Identify cash flow challenges Set appointments and collect documents Present funding solutions Maintain CRM records Work closely with funding team to close deals This is a high-activity sales role. Minimum expectation: 100 calls per day. Performance Expectations 2,000+ outbound calls per month 3–5 appointments per day 2+ funded deals per month after ramp-up We provide training — but work ethic is required. Qualifications ✔ Bilingual Mandarin or Cantonese required ✔ Strong communication skills ✔ Comfortable speaking on the phone daily ✔ Organized and disciplined ✔ Sales experience preferred (finance experience a plus) ✔ Must work in-office in Flushing Recent graduates with strong work ethic welcome to apply. Ideal Candidate Competitive Coachable Results-driven Comfortable speaking with business owners Comfortable with structured KPI environment Looking to build long-term career in business finance Bilingual in Mandarin or Cantonese (Required) Strong communication and phone skills Based near Flushing, NY (In-office role) Growth Opportunities Top performers may advance to: Senior Consultant Team Leader Sales Manager What Success Looks Like In your first year, you will: Learn small business funding products Develop strong objection-handling skills Build a referral network Close consistent deals Increase your bonus income High performers may grow into senior or leadership roles. How to Apply Qualified candidates will be contacted for a phone screening followed by in-office interview. Hiring Process Step 1: Resume Submission Step 2: Phone Screening Step 3: In-Person Interview (Flushing Office) Step 4: Offer & Onboarding Visa Sponsorship OPT/CPT available for eligible candidates. H1-B sponsorship may be considered based on performance and company needs. Job Type: Full-time Benefits: Employee assistance program Employee discount Financial planning services Paid training Professional development assistance Referral program Application Question(s): Are you fluent in Mandarin or Cantonese? Are you comfortable making 100+ outbound calls per day? Are you willing to work in-office in Flushing, NY? Do you have prior sales experience? What motivates you more: base salary or performance bonus? Are you able to Start the job right away? Work Location: In person

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  • Field Sales Representative (Fulfilling Career)
    Field Sales Representative (Fulfilling Career)
    2 months 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

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  • Field Sales Representative (Fulfilling Career)
    Field Sales Representative (Fulfilling Career)
    2 months 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

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