Partner financial jobs in United States

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.

Are you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start.  Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and entrepreneurs to partner with in the Pittsburgh and surrounding areas. We want to assist the right individuals with acquiring new clients. Franchise with us or simply add us to your product offerings and you will earn. Commissions bi-weekly Vested Renewals Monthly Bonuses in addition to commissions Remote position, you make your own schedule. Growth opportunities available Obtain several licenses as you go. Local and National Training Case design support from a team of Financial Planners Back-office support for case management and new business processing Income Potential listed is - Based on PT/FT professional's average income. This is a completely uncapped income opportunity I’d like to learn more about you and your experience. Send me a reply if you are open to discussing the opportunity. BUILD YOUR PRACTICE • Enhance your income potential • Grow your business so you can extend your reach in the community you serve. • Opportunities exist to train and help build new financial professionals • Help these individuals pursue success BUILD YOUR FIRM • Create a winning team environment • Help more families secure their financial future

Riveria Investment Group is a New York based investment firm focused on acquiring and developing companies in the middle market. Riveria primarily focuses on growing companies with a history of positive operating cash flows in industries facing favorable long term trends across equity, debt and multi-family real estate. The core of our investment thesis is to partner with strong management teams and provide the necessary support to facilitate growth. Overview: We are seeking a highly skilled and detail-oriented Analyst to join our team. As an Analyst, you will be responsible for conducting quantitative analysis, evaluating financial data, and providing insights to support investment decisions. This is an exciting opportunity to contribute to our investment strategies and make a significant impact in the financial industry. Responsibilities: - Conduct quantitative analysis of financial data, including profit loss statements, balance sheets, and cash flow statements - Develop relationships with investment bankers and intermediaries to help source investment opportunities - Analyze market trends, economic indicators, and company financials to identify investment opportunities - Prepare detailed financial reports and investment recommendations for internal stakeholders - Utilize financial models and valuation techniques to assess the value of securities - Monitor portfolio performance and provide regular updates on market conditions - Collaborate with portfolio managers and research teams to develop investment strategies - Stay up-to-date with industry trends, regulatory changes, and financial concepts - Collect and analyze data from various sources to support investment decision-making process Skills: - Strong quantitative analysis skills with a solid understanding of mathematical concepts - Proficient in financial report writing and ability to effectively communicate complex information - Knowledge of investment banking principles and practices - Familiarity with Bloomberg or other financial systems for data analysis - Excellent understanding of financial concepts such as risk management, asset allocation, and portfolio optimization - Ability to collect, organize, and interpret large sets of financial data - Strong attention to detail and ability to identify trends or patterns in data - Knowledge of cost accounting principles is a plus If you are a motivated individual with a passion for finance and possess the necessary analytical skills, we encourage you to apply for this position. Join our team of professionals dedicated to delivering exceptional results in the world of investments. Note: All positions at our company are paid positions. Job Types: Full-time, Contract Pay: $80,000.00 - $230,000.00 per year Schedule: Monday to Friday Ability to Relocate: New York, NY: Relocate before starting work (Required) Work Location: In person

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

HUMBLLE International Valley Stream, NY Hours: Part Time (Full Time possible over time per growth) Flexible Schedule and Remote Opportunity 1 Day in Office Mandatory Most Ideal Candidate: Local college student seeking Office Admin Experience Pay Scale: $15/hr; Entry Level About Us HUMBLLE International is a dynamic and innovative recruiting organization specializing in helping individuals and organizations improve their financial stance and fuel their overall holistic growth. We are seeking passionate and driven college students (or recent college graduates) to join our organization as our Office and Relationship Manager. The ideal candidates will work as a central liason between our leadership, clients, and field agents. In this role, you will be at the forefront of our mission as you connect our front office participants to the back office duties efficiently, allowing for seamless transactions and progressive growth of the organization. Responsibilities Your primary responsibility as an Office and Relationship Manager will be to efficiently complete the assigned office duties while assisting the varying individuals (clients and representatives) in the process. Your tasks will include: Office Admin: Processing paperwork and projects essential to our daily needs and focus. Relationship Builder: Establish and maintain strong relationships with contacts, understanding their specific needs, and providing excellent customer service. Keep all parties (clients and representatives) engaged while working with us via constant followup calls, emails, and social media interaction. Market Research: Conduct thorough research to identify potential organizations that could benefit from our services. Outreach: Initiate contact with business owners, CEOs, and/or HR managers via phone, email, LinkedIn, or other relevant platforms to introduce our services and build relationships. Pitching Services: Clearly and compellingly articulate the benefits of partnering with HUMBLLE International for their recruiting and client servicing needs. Appointment Setting: Securing appointments for discovery calls with interested startup representatives and coordinating the scheduling of these calls. Reporting: Tracking and reporting your outreach efforts and outcomes as directed. Participating: Attend virtual meetings and trainings as necessary and assigned. Optional travel to attend networking and educational conferences, also available. Qualifications Currently enrolled in college (Junior or Senior) or recently graduated, with a passion for organization, team work, and entrepreneurship. Strong communication and interpersonal skills. Self-motivated and able to work independently. A proactive and results-driven mindset. Familiarity with recruiting or human resources concepts is a plus but not required. Organized and Timely - Able to handle paperwork processing and deadlines. What you Get Work Reference from HUMBLLE International: Upon successful completion of your Ambassador role, you will receive a valuable work reference from Funded.club, enhancing your future job prospects. Sales Training and Experience: Gain hands-on sales experience and access to training resources that will help you develop crucial skills for a successful career in sales or people development. Uncapped Commission Potential: You will have the opportunity to earn $1000 or more per month in commissions, and there is no limit to how much you can earn, allowing you to maximize your earnings based on your performance. This is in ADDITION to your base pay of $15/hr. Career Development: HUMBLLE International is committed to your growth. You will have the chance to explore career paths within our organization, including roles in recruiting, sales, or marketing, providing a platform for your professional development. Free Virtual Webinars: Join webinars hosted by HUMBLLE International's leadership team, where you can learn from industry experts, gain insights, and further support your personal and professional growth. Networking Opportunities: You'll have the opportunity to attend and learn from events and engage with many communities in your local area, expanding your network and knowledge of the financial and professional ecosystem. Position Details Job Type: Part-time Base Pay + Commission Opportunity Location: Mostly Remote ; 1 Day in Office Join us as an Office and Relationship Manager and embark on a rewarding journey of learning, networking, and personal growth while making a tangible impact on the success of individuals and organizations in need of top-tier financial services. HUMBLLE International is dedicated to fostering a diverse and inclusive workplace and welcoming applicants from all backgrounds and experiences. Thank you for considering this opportunity. Your application will be fully reviewed by a dedicated recruiter who will respond based on the matching of your experience and qualifications.