Financial planning jobs in United States

Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions. Your basic responsibilities will include: Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Gamma Capital Group's Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative. Our Advisors enjoy: Flexibility and work-life balance most financial careers don’t offer. Competitive compensation and comprehensive benefits. Extensive training and support and a dedicated management team. Training and mentorship for advisors credentials Management and Partner Level Opportunities Comprehensive compensation and benefits: Exceptional Income Potential. Renewals & Residual Income Comprehensive Medical Coverage Retirement Package / Pension Plan Life & Disability income Insurance Compensation is 100% commission the first 12 Months. If you think you are the right fit for a winning team, please apply today! Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage. Experience: Previous employment in sales where you have successfully turned prospects into customers Professional Licenses: Insurance and securities license If you do not have them, you will be required to attain those licenses within 90 days. Sales experience is helpful, but not required MBA, JD, CFP®, CPA or ChFC, a plus Qualifications: Entry-Level Finance experience not necessary - We have training programs! Ability to obtain professional licenses. Skills: Strong communication skills Sales/ marketing/ entrepreneurship interest A four-year college degree or more Results-driven, highly motivated, self-starter At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Job Description - PLEASE READ BEFORE APPLYING FOR JOB - Commission Based Employment Paid Training Funding Specialist - Entry Level Infusion Capital New York, NY, USA Anywhere between $80,000 - $175,000 - Annually In Commissions - Legal ID a must Full-Time Monday through Friday 10-6 No Weekends Sales Office Summary - Infusion Capital is a Full-Service Merchant Cash Advance Brokerage located in the Financial District of Manhattan. We are looking for candidates who are persuasive, energetic, results-driven, and ready to go the extra mile. No license or experience needed; we have an impeccable team to mold you into the best version of yourself. At Infusion Capital you will grow with NO LIMITS. You will value your workspace and be involved in a great work environment. We have breakpoints/goals that are set in place to make you excel to the next level quickly. We are constantly marketing and purchasing new leads to keep you busy. Our goal? To turn you into a fully operational Team Leader with 6-8 callers working for you – We are raising Leaders here at Infusion Capital. Responsibilities - Building a comfortable and honest relationship with clients Negotiating the most efficient deals to clients Demonstrating a solid understanding of what the company has to offer High volume of calls per day Maintaining a book of active clients Strong organizational skills Willingness to learn and take direction from superiors If you are serious about taking on a position for an opportunity to control your income and get compensated for what you bring to the table. Job Type: Full-time Salary: $80,000.00 - $175,000.00 per year Experience level: No experience needed Schedule: Day shift Monday to Friday Ability to commute/relocate: New York, NY 10005: Reliably commute or planning to relocate before starting work (Required) Work Location: 40 Wall St, The Trump Building.

Personal financial professional assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Financial professional helps clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

Job brief We are looking for a responsible Assistant Manager to help organize and run our retail stores and fill in for the Store Manager when needed. Your job will be highly important in ensuring the sales team meets its goals of efficiency and customer satisfaction. Assistant Manager responsibilities include hiring and training sales associates, monitoring inventory and ordering merchandise based on demand. You will also research competitive products and analyze consumer behavior to ensure our store meets and exceeds client expectations. Our ideal candidate will have retail manager skills with a sharp business mindset. You should also be skilled at organizing and solving problems. Interpersonal and mediation skills will also be very useful, since you’ll often be acting as a liaison between managers, employees and customers. Ultimately, the duties of the Assistant Manager are to make sure our stores operate effectively, and that we keep our customers happy. Responsibilities - Assist the Retail Store Manager in planning and implementing strategies to attract customers - Coordinate daily customer service operations (e.g. sales processes, orders and payments) - Track the progress of weekly, monthly, quarterly and annual objectives Monitor and maintain store inventory - Evaluate employee performance and identify hiring and training needs. - Supervise and motivate staff to perform their best - Coach and support new and existing Sales Associates - Monitor retail operating costs, budgets and resources - Suggest sales training programs and techniques - Communicate with clients and evaluate their needs - Analyze consumer behavior and adjust product positioning - Handle complaints from customers - Research emerging products and use information to update the store’s merchandise - Create reports, analyze and interpret retail data, like revenues, expenses and competition - Conduct regular audits to ensure the store is functionable and presentable - Make sure all employees adhere to company’s policies and guidelines - Act as our store’s representative and set an example for our staff Requirements and skills - Proven experience as a Retail Assistant Manager or similar position - Experience with recruiting and performance evaluation processes - Familiarity with financial and customer service principles - Good math skills with the ability to create and analyze reports, spreadsheets and sales statistics - Proficient user of MS Office (MS Excel in particular)Leadership and organizational abilities - Interpersonal and communication skills - Problem-solving attitude - Flexibility to work in shifts

Position: Sr. Business Analyst Department/Program: Financial Modeling Job Description & Qualification Notes: Sr. Business Analyst Financial Modeling department Requirements gathering Working on white papers Former financial modeler in the past, or developer background is a plus Senior Business Analyst Responsibilities: Collaborate with business units and IT teams to understand, document, and analyze business processes and requirements. · Use a variety of techniques to understand business requirements, such as interviews, workshops, surveys, site visits, and storyboards. Participate in Agile ceremonies including sprint planning, review, and retrospectives. Communicate tradeoffs to business partners and work with them to shape requirements accordingly. Translate business ness or user requirements into clear, detailed functional and non-functional requirements for IT solutions. · Work with business and delivery teams to prioritize requirements. Conduct data analysis and utilize business intelligence tools to provide actionable insights and support decision-making. Document current processes and models to understand inefficiencies or gaps. Identify and assist in prioritizing opportunities to streamline business processes. Qualifications: · Bachelor’s degree (or equivalent years of experience) in Business, Information Technology, or related field. Minimum of 5+ years of experience as a Business Analyst in an IT environment. Strong understanding of business process mapping, requirements gathering techniques, and Agile practices. Excellent verbal and written communication skills, capable of conveying technical and Agile-related information to non-technical stakeholders. Demonstrated problem-solving and critical thinking skills. Proficiency in Microsoft 365 Office Suite and familiarity with Agile planning and collaboration tools. · Hands-on experience working with senior leadership/stakeholders · Strong customer focus, with the ability to gather and apply feedback effectively. · Expertise in managing and prioritizing backlogs · Proficiency in defining clear and detailed requirements (User stories) for the development team. Experience in the secondary mortgage industry · Experience of data experience (financial modeling and engaged with model owners) Skills / Certifications · Bachelors’ degree required / MBA preferred · Excellent cross-functional team experience · Experience working with Agile tools (Jira, Confluence, etc) · Strong familiarity with design thinking and human centered design

We are currently seeking a dedicated and enthusiastic individual to join our dental practice as a Dental Office Receptionist. In this position, you will serve as the primary point of contact for patients, greeting them warmly and ensuring their visit is comfortable and efficient. You will manage the patient scheduling system, handle incoming calls and inquiries, and assist with billing and insurance claims. Additionally, you will maintain the cleanliness and organization of the reception area, coordinate with the dental team, and support administrative tasks as needed. Responsibilities: Welcome and check-in patients, making them feel comfortable and ensuring timely appointments. Answer phone calls and inquiries, scheduling appointments, and addressing patient concerns. Verify insurance coverage, process billing, and handle financial transactions. Maintain patient records, including updating medical history and treatment plans. Assist with administrative tasks such as filing, scanning, and organizing documents. Collaborate with the dental team to ensure the smooth operation of the office. Requirements: High school diploma or equivalent; dental office experience preferred. Excellent customer service and communication skills. Proficient in computer software and dental management systems (e.g., Dentrix, Eaglesoft). Ability to multitask and work in a fast-paced environment. Attention to detail and strong organizational skills. A positive attitude and willingness to learn and grow with the practice. Join our team and help us provide exceptional dental care and customer service to our patients!

Work directly with the director in locating non profit funding opportunities; Contact donors and also respond to request for proposals timely Create financial plans with measurable goals and track performance Develop financial policies and processes Forecast and monitor cash flow Handle payroll and budgeting tasks Prepare tax documents Review and process invoices Prepare financial reports and statements Reconcile ledgers and accounts Monitor and record donations Prepare for annual audits Update internal records and maintain an organized file system Follow all federal, state, and private regulations Uphold the highest standards of compliance and confidentiality