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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
About LiveFlow We are building the next-generation accounting and finance platform to enable lean finance teams to run massive enterprises. We have raised over $21M from top-tier investors including: YC, YC Continuity, Valar Seedcamp, WndrCo, Moonfire,Bradley Horowitz (VP Product, Google) and more. We are helping thousands of companiesto streamline their financial workflows and we have hundreds of 5/5 ratings on G2. Our founding team previously worked atEurope's fastest growing fintech, Revolut. About the Role LiveFlow is looking for a part-time Office Manager to join our in-person New York team, and help with keeping our space clean, organized, and efficient. This role requires someone who takes initiative, stays ahead of issues, and thrives in a fast-paced setting. What You Will Do Serve as the main point of contact for all operational and logistical needs in LiveFlow’s office in Flatiron Manage vendor relationships, including coordination of office cleaning (and where appropriate, negotiating costs) Order, organize, and maintain inventory of office supplies (e.g., laptops, headphones, monitors, chargers) Ensure that kitchen is well-stocked and well-arranged (e.g., water, snacks, and especially coffee) Coordinate office events such as team activities, happy hours, and dinners for groups of 30+ employees (and growing!) Receive packages and maintain well-organized storage areas (+ a well-organized floorplan in general) Assist with ad-hoc tasks What We’re Looking For 2+ years of experience in an administrative support position or work in a relevant field (e.g. office/facilities management, administrative assistant) Strong interpersonal skills with the ability to communicate effectively across both internal and external stakeholders Expert organizational skills and attention to detail with the ability to manage multiple tasks while working independently Startup experience preferred Interview Process Intro/Screening Call with Recruiter Office Visit & Career History Interview with Chief of Staff Please note, this is a part-time role with a pay rate of $25 - $30/hour. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Job Summary: We are looking for a motivated intern with STRONG writing and communication skills who is eager to learn the art and science of digital marketing. You’ll be creating blog content, learning how to practically grow web presence and search traffic, while leveraging AI to support and scale marketing strategies. This internship is perfect for someone who wants real-world experience in how modern marketing works—from content strategy to execution. This is a part-time, unpaid internship. We are located in the heart of the Financial District in a state-of-the-art office space on Wall Street. Must be able to start IMMEDIATELY. About us: Founded in 2011, American Capital Group is a private lending and technology company that provides small businesses access to capital and business technology solutions. Our mission is to help entrepreneurs and business owners in their time of need so they can continue to grow their businesses and do what they love. We differentiate ourselves through our innovative solutions, a fast and simple funding process, and a deep commitment to client care. We are a direct lender and have funded over $150 million to small businesses, offering merchant cash advances, term loans, SBA loans, and more. As a fast-growing company, we’re looking for ambitious talent eager to grow with us. About the Role: This is an unpaid internship designed for students or recent grads seeking hands-on experience in modern marketing, content creation, and digital strategy. As a Marketing Intern, you will: Research and write SEO-optimized blog articles for our websites Learn how to build organic traffic through strategic content Gain hands-on experience with AI tools for content marketing Assist in creating and scheduling social media content (graphics, reels, captions) Collaborate with leadership on brand messaging and digital strategy Ideal Candidate: Passionate about marketing, writing, and digital content Curious and eager to learn new tools and trends (especially AI) Strong writing and editing skills Comfortable with social media platforms like LinkedIn, YouTube and Facebook Has basic design skills (Canva or Adobe tools are a plus) Reliable, collaborative, and detail-oriented Preferred Qualifications: Current college student or recent graduate in Marketing, Communications, English, or related field Available to work in person at our NYC headquarters Interest in small business, entrepreneurship, or finance is a plus This internship is a great way to gain real skills, portfolio material, and mentorship in a fast-paced, mission-driven business environment.