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  • Financial Advisor
    Financial Advisor
    14 days ago
    $75000–$100000 yearly
    Full-time
    Manhattan, New York

    We are seeking an eager, strategic, and definitive candidate to fill an open Financial Advisor Role that offers room for growth and a promising career. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. At our Midtown, Manhattan location, representatives and advisors strive to understand their client's goals and objectives in order to develop comprehensive solutions that will help their clients reach financial success. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, Licensing & Designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Why Join Northwestern Mutual: • Top 5 US Independent Broker-Dealers, • Unsurpassed financial strength with total company assets of $366 billion, • Fortune 500® company (June 2024), • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management, • Forbes' Best Employers for Diversity Perks at a Glance: • Growth & Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially, • Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities., • Benefits - full comprehensive benefits, • Work/life balance Job Responsibilities: • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience, • Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needs, • Grow relationships with clients to support them through every stage of life, • Lead and maintain a life of continuing education to ensure your clients are getting your best Compensation & Benefits: • 100% Commission - Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years), • Career launch stipend program eligibility, • Commission structure design to support early development, • Bonus Programs and Production Allowance eligibility, • Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, • Retirement Package and Pension Plan, • Medical, Dental, Vision, Life Insurance and Disability Income Insurance, • Parental benefits at every stage of family planning Schedule: • Monday - Friday, • Full-time, On Site Ideal Candidates Have: • 4-year College Degree or higher, • Legal authorization to work in the US without sponsorship, • Residence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022, • Values of integrity and honesty, • A pleasant attitude and dependable judgment, • Entrepreneurial ambitions and a strong sense of motivation and drive, • Excellent time-management, communication, and critical thinking skills, • A history of success in relationship-building or client-facing roles, • A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

    No experience
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  • Front Desk Receptionist
    Front Desk Receptionist
    14 days ago
    Full-time
    Manhattan, New York

    About the Role We’re seeking a polished, detail-oriented Front Desk Receptionist to support a fast-paced medical/aesthetic practice. You’ll be the first point of contact for patients, responsible for a high-end patient experience, accurate check-in/check-out, scheduling, phone handling, and clean payment/ledger documentation. This role requires professionalism, urgency, and strong organization. Key Responsibilities Front Desk Operations (Opening/Closing) Open/close the clinic consistently: lobby readiness, restocking, sanitizing high-touch areas, equipment/phone check End-of-day closeout: secure PHI, lock up, power down, ensure lobby reset and doors secured Patient Check-In / Check-Out Greet patients warmly and verify identity (ID/insurance card when applicable) Confirm demographics (name spelling, address, phone/email, preferred language) Check patient ledger for balances and collect payments prior to rooming when required Provide receipts and confirm aftercare printouts / next appointment details (as applicable) Scheduling & Confirmation Schedule consultations, follow-ups, treatments, and post-ops per clinic standards Perform appointment confirmations (calls/texts) and update statuses (confirmed/unconfirmed/rescheduled/cancelled) Monitor gaps/overbooks and flag same-day risks (cancels, reschedules, repeat no-shows) Phones & Call Routing Answer calls promptly with a warm, professional tone Route calls appropriately (clinical urgency, post-op concerns, pricing/booking, general scheduling) Document call outcomes and next steps in CRM/EMR as required Payments, Deposits, Receipts Collect and post payments accurately (Weave/terminal/Zelle) into Nextech Apply payments to the correct invoice/charge and scan/upload receipts to the chart Follow refund escalation policy—front desk does not promise refunds/timelines unless authorized Patient Experience & De-escalation Offer hospitality (water/coffee), give wait-time updates every 10–15 minutes Maintain HIPAA discretion at the desk and on calls De-escalate upset patients calmly and escalate to leadership when needed; document objective facts Daily Reporting (must be comfortable with numbers) Begin-of-Day report (by ~10:30am): consult totals, confirmed/unconfirmed, patients with balances due End-of-Day report: tomorrow’s consult readiness + today’s consult outcomes and financial snapshot (collected totals, balance collections, notes) Requirements 2+ year experience in medical/dental/aesthetic front desk (preferred, not required if strong fit) Strong communication, professionalism, and customer service mindset Accurate data entry + comfort handling payments and sensitive information (HIPAA) Ability to multitask in a busy environment and follow SOPs closely Tech comfortable: EMR/CRM + phones/texting systems(Nextech/Weave experience is a plus) Preferred Qualifications Bilingual Spanish (highly preferred) Experience with consult-driven practices (plastics, med spa, dermatology, dental) Proven consistency with confirmations, collections, and documentation Benefits Health insurance / PTO / sick time Employee discounts on services/products Growth path: Senior Front Desk / Lead Front Desk / Front Desk Manager Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees. Job Types: Full-time, Contract Pay: $24.00 - $32.00 per hour Benefits: 401(k) Dental insurance Employee discount Flexible schedule Health insurance Paid time off Vision insurance Experience: Front desk: 2 years (Required) Ability to Commute: New York, NY 10036 (Preferred) Ability to Relocate: New York, NY 10036: Relocate before starting work (Preferred) Work Location: In person

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  • Financial Advisor
    Financial Advisor
    16 days ago
    $40000–$250000 yearly
    Full-time
    Garden City

    Want to make the world a better place? Helping families find long term financial stability is a good place to start. As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Services Professional, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. As a Financial Services Professional you will be building a business that could help change people’s lives for the better. How will you grow your business? You will… • Establish networks and cultivate referrals, • Develop and maintain long-term relationships with clients, • Provide financial solutions through fact gathering and needs analyses Who do you need to be to succeed? • A strong relationship builder with a focus on putting people first, • A connector of people, • A dedicated worker: independent, self-motivated and goal oriented We will help you by providing… • Leadership support, business advice and guidance, • Lots of opportunities for collaboration and mentorship, • Cutting edge technologies that make doing business much easier, • A team-based environment that sees collaboration as key to success What are you waiting for? Now is the time to discuss your path to make a difference.

    No experience
    Easy apply