Financial services industry jobs in New York, NYCreate job alerts

Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial services professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable , customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

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: $70,879.00 - $79,188.00 per year Work Location: Remote

Job Title: Content Marketing Professional – Financial Insurance Products Company: Isaac Gancfried & Associates Location:Remote Employment Type: Full Time About Us: Isaac Gancfried & Associates is a respected leader in financial insurance services, providing individuals and businesses with customized insurance and financial planning solutions. Our mission is to educate and empower our clients to make informed decisions about their financial future through trusted, reliable products and guidance. Job Summary: We are seeking a creative, strategic, and driven Content Marketing Professional to develop and manage engaging content that supports the marketing and sales of our financial insurance products. This individual will be responsible for crafting compelling digital and print content that educates, informs, and drives client interest and engagement. Key Responsibilities: Plan, create, and manage content across multiple platforms including blogs, websites, email campaigns, social media, and marketing materials. Develop content strategies tailored to financial insurance products, targeting both B2C and B2B audiences. Collaborate with financial advisors, underwriters, and marketing teams to produce accurate, informative, and compliant content. Write articles, newsletters, brochures, video scripts, and product descriptions explaining complex financial insurance concepts in clear, client-friendly language. Create and manage editorial calendars to support campaign and business objectives. Optimize content for SEO and digital engagement to increase online visibility and lead generation. Track content performance metrics and adjust strategies for maximum impact. Stay up to date with industry trends, regulatory changes, and competitor marketing efforts. Qualifications: Proven experience in content marketing, copywriting, or communications, preferably within the financial services or insurance industry. Strong writing, editing, and storytelling skills with the ability to simplify complex financial concepts. Solid understanding of life, health, and financial insurance products (or willingness to learn quickly). Familiarity with SEO best practices, email marketing platforms, and social media management tools. Ability to work independently and manage multiple projects and deadlines. Bachelor’s degree in Marketing, Communications, Journalism, Finance, or a related field preferred. What We Offer: Competitive compensation package with performance incentives. Flexible work environment (remote options available). Access to a respected portfolio of financial insurance products. Opportunities for professional growth and ongoing training. Supportive, collaborative team culture.

Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.

Overview We are seeking a dedicated and experienced Restaurant Store Manager to lead daily operations, ensure exceptional customer service, and drive team performance. This role requires strong leadership, organizational, and problem-solving skills, with a passion for hospitality. Duties - Oversee all restaurant operations, ensuring high standards of food quality, service, and cleanliness. - Manage kitchen operations, including food preparation, cooking, and presentation. - Supervise and train staff in hospitality management practices, including and shift management. - Ensure cleanliness, safety, and compliance with health regulations - Monitor inventory, ordering, and cost control - Handle customer concerns and ensure satisfaction - Monitor financial performance, including budgeting and cost control measures. Qualifications - Proven experience in restaurant management or a similar role within the hospitality industry. - Strong knowledge of kitchen management practices and quick service fast food restaurant operations. - Strong leadership and communication skills - Knowledge of POS systems and basic financials - Ability to work flexible hours, including weekends and holidays. - Marketing skills preferred - Speaking Chinese is a plus, but not required Join our team and contribute to creating memorable dining experiences for our guests while leading a talented group of professionals in the restaurant industry.

Why Join Keller Williams Ozone Park? Looking to launch or elevate your real estate career? Keller Williams Ozone Park is hiring motivated individuals to join our team. As the #1 Real Estate Franchise in the U.S. for sales volume, units sold, agent count, and training across all industries, we provide the tools, resources, and support to help you succeed. ___________________________________________________ What We Offer: ● Flexible Schedule: Design your workday to fit your lifestyle. ● Competitive Commission Structure: Every agent has the opportunity to earn as much as they want! ● Pre-Licensing Education Assistance: Begin your real estate career without the financial burden of licensing fees. ● Professional Development: Unmatched in-house productivity and coaching. ● Cutting-Edge Technology: Access to the latest real estate tools and market data. ● Supportive Team Environment: Be part of a collaborative and motivated team. ___________________________________________________ What We’re Looking For: ● A valid real estate license (or earn a scholarship through KW to receive a real estate salesperson course at no cost to you). ● Strong communication, negotiation, and customer service skills. ● Self-motivation, a proactive attitude, and a strong work ethic. ● Ability to work independently and thrive in a team setting. ● Familiarity with real estate tools and technology is a plus. ___________________________________________________ Your Role: ● Build relationships with clients to understand their property needs. ● Conduct market analyses and provide valuable insights to clients. ● Schedule and host property showings and open houses. ● Negotiate transactions to ensure client satisfaction. ● Expand your professional network and grow your business. ● Stay informed on market trends and real estate regulations. ___________________________________________________ Start Your Career with Our Pre-Licensing Program: Some Keller Williams locations offer a digital, pre-licensing curriculum designed to put aspiring agents on a direct path to licensure and profitability—and we are proud to be one of those locations! ● KW Prep Program: After vetting, approved students are registered and can begin KW Prep modules, providing foundational training for their new career. ● Real Estate School Partnership: Through our partnership, students receive a scholarship to cover the cost of the basic pre-licensing courses, bringing their total expense to $0 ● Independent Enrollment: Students register and complete their pre-licensing education independently with no interference or involvement from us—empowering them to take ownership of their future. ● Future Coaching: After obtaining your license and joining our office, you’ll receive coaching at no additional cost and without any extra commission split. ___________________________________________________ Ready to Join Us? Click “Apply” to submit your resume and take the first step toward building a fulfilling and lucrative career with KW Platform. We are an equal-opportunity employer committed to fostering diversity and inclusion. ___________________________________________________ Job Types: Full-time, Part-time Pay: $52,717.51 - $213,920.89 per year Expected hours: 20 – 50 per week Benefits: Flexible schedule Health insurance Professional development assistance Referral program Retirement plan Schedule: Choose your own hours Work Location: Hybrid remote in Ozone Park, NY 11416

A Dunkin' Donuts manager is responsible for the overall operation of the restaurant, ensuring smooth and efficient daily activities, while also focusing on guest satisfaction, team development, and profitability. They manage staff, financial aspects, and maintain store standards. Key Responsibilities of a Dunkin' Donuts Manager: Leading and Developing the Team: Hiring, training, and developing staff, planning staffing levels, and managing performance. Financial Management: Controlling labor costs, food costs, and cash, meeting sales goals, and managing inventory. Operational Excellence: Ensuring adherence to Dunkin' Donuts standards, maintaining cleanliness and safety, and managing preventative maintenance. Guest Experience: Prioritizing customer service, ensuring a positive experience, and addressing guest feedback. Administrative Tasks: Completing reports, tracking sales, and managing administrative duties. Compliance: Adhering to company policies, labor laws, and industry regulations. Store Management: Overseeing daily operations, including product preparation, merchandising, and inventory.