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  • Beato Services LLC
    Financial consultant
    Financial consultant
    2 months ago
    Part-time
    Manhattan, New York

    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: Commission Based Work Location: Remote

    No experience
    Easy apply
  • IMPERIAL CO.
    Sales and Marketing Executive
    Sales and Marketing Executive
    2 months ago
    $21–$25 hourly
    Full-time
    Manhattan, New York

    Do customers specifically request you based on your great customer service? Does your personality alone put people at ease? Are you looking for an opportunity for growth and advancement in your next position? Then YOU are EXACTLY the type of person that we are looking for! We're looking for someone excited to try something new and let their personality shine through. As a newly expanded office, we are looking for fun, open-minded individuals to join our growing team. We are interested in someone who likes working with people and is excited to act as the face of different large brands. Our representatives are known for providing stellar service to our clients and delivering a positive customer service experience. Creative Acquisitions offers: · Full training, assigned coaches and ongoing mentoring for leadership development · Team-based atmosphere · Performance and merit-based environment · Fast-track management training programs · Travel opportunities (networking events, company team-building trips, leadership development, company retreats) Entry-level team members will learn how to: · Use face-to-face sales and marketing principles to acquire new customers and retain existing ones · Effectively promote a positive image of our client's brand · “Wow” the customers away from the competition, creating a lifetime relationship for our clients · Develop workshops, meeting and presentations geared towards sales and leadership performance

    Immediate start!
    No experience
    Easy apply
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