351 Best financial specialist Jobs in New York, NY (June 2025)

About Us: Attix Inc. is a dynamic group of businesses that focuses on delivering innovative technology solutions across different industries. We create advanced software and proprietary tools designed to improve efficiency and drive growth. With a strong presence in financial technology and automotive solutions, as well as communication systems, we are committed to helping individuals and businesses succeed in a fast-paced world. About the Role: As our Capital Raise Specialist, you will be instrumental in building relationships and securing the investment necessary to propel Vittori's ambitious goals forward. You will be responsible for identifying, engaging, and cultivating relationships with potential investors who share our vision for the future of automotive luxury. Join Vittori Inc. at the inception of an extraordinary journey. Be a key player in securing the resources that will bring this AI hypercar masterpiece to life. Apply now to become our Capital Raise Specialist and help shape the future of automotive excellence. Please note that this is a 3 month contract to hire role, with the possibility of full-time employment after a successful probationary period of 3 months. What You'll Do: - Make high-volume outbound calls (300+) to prospective investors potential investors, including high-net-worth individuals, venture capital firms, family offices, and other relevant financial partners. - Initiate and develop relationships with prospective investors through targeted outreach and networking. - Articulate Vittori's compelling story, technological advancements, and market opportunity in a clear and persuasive manner. - Support the preparation of investor materials, presentations, and proposals in collaboration with the executive team. - Schedule and participate in introductory meetings and follow-up communications with potential investors. - Maintain accurate records of investor interactions and progress within our CRM system. - Stay informed about industry trends, competitor activities, and the overall investment landscape. - Collaborate with the executive team and advisors on the development and execution of the capital raise strategy. What You have: - Proven experience in business development, sales, or a client-facing role, ideally within the financial services, technology, or luxury goods sectors. Experience in fundraising is a significant plus. - Strong networking and relationship-building skills with the ability to connect with individuals at all levels. - Excellent communication, presentation, and interpersonal skills. - A proactive and results-oriented mindset with a strong drive to achieve targets. - An understanding of basic financial concepts and investment principles. - A passion for innovation, technology, and the future of automotive luxury. - Ability to thrive in a fast-paced, dynamic, and ambitious environment. - Fluency in English is essential; knowledge of Italian is a plus. - Bachelor's degree in a relevant field (e.g., Business Administration, Finance, Marketing). Our Interview Process: - A call with our recruiter to gain more insight to your experience - Video interview w/ a member of our team - On site w/ our CEO or CoS Compensation: $75,000 plus uncapped commission Location: 241 W 30th St, New York, NY 10001 In office (M-F) 9:00am-6:00pm, Saturday 10:00am-3:00pm

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Fleet Tech One

Data Entry Specialist

29 days ago

$18–$20 hourly

Full-time

Hunts Point, The Bronx

Job Overview: We are seeking a detail-oriented and reliable Data Entry Specialist to join our team. In this role, you will be responsible for accurately inputting and managing data, ensuring that the information is correct, up-to-date, and easily accessible. You will work with various types of data, including customer information, financial records, and operational details, to support the smooth functioning of our business processes. Must be good with Quick books, Microsoft. Key Responsibilities: Accurately enter data from a variety of sources into the company’s database, spreadsheets, or other digital systems. Review and verify the accuracy of data before entering it into the system. Maintain data integrity by ensuring all information is updated and consistent across multiple platforms. Perform regular data quality checks to identify and correct discrepancies or errors. Generate reports and provide data summaries as requested by supervisors or other departments. Organize and file documents, ensuring they are easily accessible for future reference. Assist in organizing and processing incoming data from various departments or sources. Maintain confidentiality and security of sensitive information. Respond to inquiries regarding data and reports in a timely manner.

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Premium Merchant Funding

We are seeking a motivated and dynamic Entry Level Funding Specialist to join our fast growing team. You will help businesses solve their financial needs and grow their companies with crucial services such as Term Loans, Credit Card Processing, Working Capital, Lines of Credit, and more. This role involves engaging with clients through outbound calling, email other means of marketing communication. We provide all of the leads, technology , mentorship, and training to help you build a strong business pipeline, develop client relationships, and successfully secure capital for business owners. We offer significant opportunities for career advancement, including the potential to lead and manage a sales team OR office of your own. The ideal candidates will thrive in a fast-paced, energetic and competitive environment, combining strong sales, negotiation, and customer service skills with a drive to learn and advance. Responsibilities - Qualify and interact with prospective clientele to identify their goals/objectives to recommend suitable financial solutions - Cold Call / Perform Email & SMS Marketing (we provide ALL leads) - Conduct outbound calls to potential and existing customers to promote products and services. - Utilize Salesforce for tracking interactions, managing leads, and maintaining accurate records of customer engagements. - Collaborate with your team lead to identify market opportunities and develop strategies for closing sales. - Execute telemarketing campaigns to generate leads and increase product awareness Qualifications - Proven experience in customer service or sales, preferably in inside sales or office sales environments. - Strong communication skills with the ability to engage effectively with diverse audiences. - Experience with outbound calling and telemarketing techniques is a plus. - Assertive and strong desire to be successful while possessing a high level of work ethic and integrity. - Ability to work independently as well as collaboratively within a team setting. - A proactive approach to problem-solving and the ability to adapt in a fast-paced environment. Additional information - Uncapped Commissions: You earn based on your performance, with no limits to your pay out potential. - Performance Based Pay: On-target earnings ranging from $55k-$350k. - Comprehensive Sales Training: Receive industry-leading training and continuous development designed to empower your success and sharpen your skills. - Career Advancement Opportunities: Unlock a path to advancement within our rapidly growing company, where your potential is recognized and encouraged. - Vibrant New Office: Work in our exciting Financial District office with an amazing view of East River and Brooklyn Bridge. We believe in fostering a diverse and inclusive work environment. We hire the best talent, regardless of gender, race, religion, or orientation. We provide a high energy work environment and celebrate our wins at every turn! Join us as we strive for excellence in our industry, driving innovation and growth with the help of dedicated professionals like you. Our team of Funding Specialist are driven go-getters who earn their cut through hard work and dedication to the process. Again, this is a commission only role. If you know you have what it takes, you will succeed here as part of the Premium team! Job Types: Full-time, Internship Pay: $56,378.00 - $110,000.00 per year

$60000–$150000 yearly

Full-time

Maspeth, Queens

Welcome To Guerra Solar! In this position you will be working with homeowners to schedule qualified consultations for our sales team to deliver a solar panel presentation in their home. Your role is simple: generate leads and advance to become an in-home Solar Specialist. As a Brand Ambassador, you will: Be the first point of contact for homeowners interested in solar panels as you canvass designated neighborhoods and expand our sales territories. No selling involved. Understand and educate homeowners about solar energy and financial benefits. Schedule qualified appointments with homeowners for our Solar experts. Have fun with weekly incentives, bonuses, and regular team building events! WHY Guerra? WHAT WE OFFER: Continued mentorship Growth Opportunity-fast track to in-home Solar Sales Specialist (if Metrics are achieved) World Class Training with various lead generation techniques from top producing Guerra Solar leaders Performance Based Promotion opportunities A fun, fast paced, and passionate company culture Compensation plans rivaling most in the industry. Top producers earning between $50,000 -$150,000 a year to start! Ability to earn free trips around the world based on your performance (previous trips:Switzerland, New Zealand, Iceland, Mexico, Maldives!) Requirements: Ability to present and articulate Solar energy information Must be comfortable with door-to- door canvassing Must possess strong verbal communication skills and professional demeanor Reliable Transportation Self starters. Go getters. Someone who has a Positive Mental Attitude Ambition and Desire to be Successful. Must be outgoing and energetic. Someone who is looking to write their own paycheck! Must be 18+ Must have door-to-door experience, other relevant experience Fast Track Process: If you are able to achieve required metrics with in 120 days of employment you will have the opportunity to become and in-home Solar Sales Expert Guerra is an Equal Opportunity-Affirmative Action Employer – Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age Job Type: Full-time/Part-time Estimated Year Salary Range: $50,000-$350,000 per year. Benefits: Competitive bonus structure Uncapped commissions 30 days fast-track training Employee incentives Schedule: 8 hour shift Day shift Monday to Friday Weekend availability Supplemental pay types: Bonus pay Commission pay Work Location: In person Job Type: Full-time Pay: $60,000.00 - $150,000.00 per year Benefits: Employee discount Opportunities for advancement Professional development assistance Referral program Compensation Package: Bonus opportunities Commission pay Schedule: Day shift Every weekend Monday to Friday Work Location: In person

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