Are you a business? Hire financial planning assistant candidates in New York, NY

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 Skills and Experience Training & Development Compensation & Benefits 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. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance Application Question(s): • Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? Work Location: In person

We are dedicated to empowering families with comprehensive financial literacy, a mission that we pursue with unwavering professionalism and agility. Our goal is to equip each family with the knowledge and tools necessary to achieve financial stability and success, ensuring that these benefits are passed down through generations. We believe in the transformative power of financial education and are committed to delivering these insights with the utmost passion and excellence, creating a brighter and more prosperous future for all. Partnership Overview: Wealth For Generations - Experior Financial Group is seeking a partner that will go above beyond for their clients in the financial industry. This role involves helping families build generational wealth through life insurance solutions. We offer comprehensive training, weekly product knowledge based meetings. Responsibilities: • Understand clients' financial goals and create customized life insurance plans., • Educate clients on life insurance benefits and features., • Develop strategies to help clients achieve long-term financial security., • Assist clients with life insurance applications and the underwriting process., • Maintain strong client relationships through regular communication and excellent service., • Be able to manage a team, • Daily financial literacy exercises to ensure Knowledge is sharp, • Stay informed about industry trends, products, and regulations., • Collaborate with team members to achieve company goals and sales targets. Experience: • High school diploma or equivalent (Bachelor’s degree in finance, business, or related field preferred)., • Previous experience in sales, customer service, or the financial industry is a plus., • -Life Insurance License is Required ( Must obtain if not Acquired), • Strong interpersonal and communication skills., • Ability to understand and explain complex financial concepts., • Detail-oriented with excellent organizational skills., • Proactive and self-motivated leader with a strong work ethic., • Basic knowledge of financial planning and life insurance products is a plus., • Proficiency in Microsoft Office Suite. Skills: • Interpersonal and communication skills, • Ability to explain financial concepts, • Organizational skills, • Leader (Able to take charge of your destiny), • Proactive and self-motivated Location: Remote Salary Type : Commission / Independent Contractor

As a Medical Assistant you will be responsible for providing administrative support to ensure efficient operation of the medical office. You will support doctors and patients through a variety of tasks related to patient care management, organization and communication. The target is to complete all activities accurately, with high quality and in a timely manner. Responsibilities • Interview patients and document basic medical history, • Organize and schedule appointments, • Update and file medical records and insurance reports, • Check with patients and type up patients charts, • Assist during medical examinations, • Produce and distribute correspondence memos, letters, faxes and forms, • Handle receivable and payable accounts and keep financial records, • Prepare and clean treatment rooms and medical instruments Skills • Proven working experience as a medical assistant or medical secretary, • Knowledge of medical office management systems and procedures, • Excellent time management skills and ability to multi-task and prioritize work, • Social perceptiveness and service oriented, • Excellent written and verbal communication skills, • Strong organizational and planning skills, • Proficiency in MS Office and patient management software, • Degree in medical assistance' Job Type: Part-Time Schedule: • 8 hour shift, • Tuesday, Wednesday & Friday Education: • High school or equivalent (Preferred)

We are seeking a professional and courteous Front Desk Agent to join our team at a high-profile corporate building. This role is ideal for someone who thrives in a polished, business-oriented environment and enjoys providing exceptional guest services to professionals like investment bankers, attorneys, and financial advisors. Key Responsibilities: • Welcome and assist visitors as they enter the building, ensuring a friendly and professional demeanor at all times., • Check IDs and manage access passes to maintain building security and access control., • Answer incoming calls and direct them appropriately., • Perform light data entry tasks and maintain visitor logs as needed., • Serve as the first point of contact for any guest inquiries or assistance., • Coordinate with building management for any emergency response or security-related concerns. Qualifications: • Previous experience in a front desk, concierge, or security role is preferred., • Strong communication skills and a customer service mindset., • Ability to handle multiple tasks efficiently in a fast-paced corporate setting., • Familiarity with basic office software and data entry. Compensation and Benefits: • Pay rate of $22 to $27 per hour, depending on experience and credentials., • Eligibility for benefits after a 90-day probation period, including health insurance, dental plan, paid vacation, and sick days., • Participation in a 401(k) savings plan. We are an equal opportunity employer and welcome candidates from all backgrounds to apply.

We’re looking for a Junior Project Manager to support our finance and logistics teams in planning, coordinating, and executing key operational projects. The ideal candidate is highly organized, detail-oriented, and enjoys working in a dynamic environment where financial oversight and logistical efficiency go hand in hand. This role provides a great opportunity to gain hands-on experience in managing cross-functional projects that involve budgeting, vendor coordination, and supply chain support, while working closely with senior leadership. Key Responsibilities Qualifications • Bachelor’s degree in Business Administration, Project Management, Finance, Logistics, or a related field., • 1–2 years of experience in project coordination, financial operations, Customer Service or logistics support., • Strong understanding of budgeting, reporting, and workflow processes., • Excellent communication and organizational skills., • Proficiency with Microsoft Excel, Google Workspace, and project management tools (e.g., Trello, Asana, Notion)., • Ability to multitask and work collaboratively in a fast-paced, team-oriented environment. What We Offer • Competitive salary and growth opportunities., • Remote or hybrid work flexibility., • Exposure to international finance and logistics operations., • A supportive environment focused on professional development and learning.

We are seeking a reliable and detail-oriented Medical Receptionist/Bookkeeper to join our healthcare team at a solo medical practice. The ideal candidate will provide front-desk administrative support, manage bookkeeping tasks, assist with patient care co-ordination. Key Responsibilities Answer phones and respond to email requests schedule appointments Greet and check in patients and verify coverage and update patient information Obtain authorizations for treatment and procedures Perform data entry and maintain accurate medical and financial records Process billing payments, and perform bookkeeping functions Translate or interpret for patients and staff as needed Assist medical staff with in-office procedures and patient preparations for procedures Fax and scan medical records and reports Confirming appointments and insurance verification Compensation and Benefits Work hours are from Monday to Friday from 8:00am to 4:00pm An hourly wage of $20.00 per hour A fully funded 401K retirement plan Medical Insurance fully funded by employer Qualifications High school diploma Previous experience in a medical setting Data entry Professional phone etiquette and ability to multi-task Current reference will be required

About Us: Seed Brklyn is a dynamic destination that goes beyond a typical retail experience. We offer a diverse range of products and experiences, from luxury brands to independent artists, all within a carefully curated space that showcases our commitment to fostering creativity, culture, and community. Our mission is to reimagine the traditional retail concept and create an inclusive environment where art, fashion, and culture collide. As a multi-brand retailer, immersive art gallery, and café, Seed Brklyn is the perfect place for anyone who is passionate about creativity, culture, and aesthetics. With the Greenhouse Café being a third wave specialty coffeehouse, we believe in delivering the highest quality beverage while providing an exceptional customer experience - this is where you come in. Job Summary: We are seeking a skilled Café Manager to oversee the operations of our Greenhouse Café, a third-wave specialty coffeehouse known for its top-tier beverages and unparalleled customer service. The ideal candidate will be a seasoned professional with a strong background in the specialty coffee industry, bringing a wealth of knowledge and a passion for premium coffee. This role involves supervising our team of baristas, ensuring the highest standards of beverage quality, and contributing to the overall success and growth of our café. Key Responsibilities: Manage and supervise a team of baristas, providing leadership, support, and training to ensure the highest standards of service and product quality Oversee the day-to-day operations of the café, ensuring a seamless customer experience from start to finish. Handle cash transactions and maintain accurate financial records. Manage inventory levels, order supplies, and optimize workflow. Contribute to the development and implementation of policies and procedures that enhance the café's efficiency and customer satisfaction. Foster a positive, collaborative work environment that encourages team development and a strong learning culture. Assist in the planning and execution of events, pop-ups, and other special initiatives to drive business growth. Collaborate with the Director of Finance to assess and adapt the café's financial strategies to ensure maximum success and profitability. Qualifications: At least 2 years of leadership experience in the specialty coffee industry. Proven supervisory skills with the ability to self-direct and creatively troubleshoot. Proficiency in point-of-sale (POS) systems and cash handling. Strong organizational and detail-oriented skills. A strong ethical approach to guest service and team management. Flexibility to work various hours/days based on business needs. Must possess a valid New York State Food Handler's License. Physical Requirements: Ability to stand and walk for extended periods, with frequent reaching, gripping, bending, and lifting up to 50 pounds. Comfortable climbing ladders, stairs, and navigating uneven surfaces as necessary. Compensation: We offer competitive compensation and benefits with salary commensurate with experience Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Health insurance Paid time off Paid training Vision insurance Application Question(s): Do you have experience with creating schedules for a team? What is your managerial style? Experience: 3 yrs: 1 year (Preferred) License/Certification: Food Handler Certification (Preferred) Shift availability: Day Shift (Preferred) Night Shift (Preferred) Ability to Commute: Brooklyn, NY 11216 (Preferred) Work Location: In person

Job description: Salary - $50,000 Company Overview: Founded in 1985, client is a family-owned and operated men’s wholesale and retail company specializing in the design, manufacturing, merchandising, and sales of dress and casual men’s clothing under the Inserch and Giorgio Inserti brands. Headquartered in Hackensack, NJ, we serve over 350 stores across the United States and British Virgin Islands, as well as consumers through our online store. Position Overview: We are seeking a meticulous, proactive, and organized Office Manager to join our team. This role is essential to the smooth operation of our business, supporting both our management and sales teams through a variety of administrative, accounting, and operational tasks. The ideal candidate is a quick learner, detail-oriented, and comfortable managing diverse responsibilities in a fast-paced environment. Key Responsibilities: Administrative Support: • Manage daily office operations to ensure a clean and organized workspace., • Maintain office supplies and equipment for both NJ and NC locations., • Coordinate incoming and outgoing mail via FedEx, UPS, and USPS., • Arrange travel logistics for staff as needed. Accounting & Finance: • Utilize QuickBooks for accounts receivable, accounts payable, chargebacks, and collections., • Reconcile payments with invoices and process payroll., • Issue customer invoices, track payments, and manage collections when necessary., • Maintain accurate records of financial transactions, including cash, check, credit card, and ACH payments., • Reconcile expense reports and ensure proper documentation. Customer Service: • Direct customer inquiries to appropriate team members., • Provide product and sales information to customers via email., • Sales Support:, • Assist the sales team in entering customer orders during peak selling seasons., • Coordinate trade show registrations, booth setup, and sample shipments., • Prepare weekly, monthly, and annual reports as needed. Qualifications and Skills: • 2–5 years of experience in office management or administrative support., • Proficiency in QuickBooks and Microsoft Office Suite (Word, Excel, Outlook)., • Strong organizational skills with the ability to manage multiple priorities and meet deadlines., • Excellent verbal, written, and interpersonal communication skills., • Ability to handle confidential information with discretion., • Self-motivated, proactive, and able to work independently while knowing when to seek guidance., • Experience working with a sales team is a plus but not required., • Fluency in English, both written and spoken. Work Hours and Environment: Full-time position. Monday – Friday, 9:00 AM to 6:00 PM. In-person role at our Hackensack, NJ office. Benefits: Generous health, vision, and dental plans. Paid vacation and sick leave. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance