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We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exci

Job Description Are you passionate about teaching and making a lasting impact on children's lives? Saf-T-Swim Swim Schools is looking for enthusiastic Swim Instructors to provide high-quality swim instruction using our proven curriculum. Our Swim Instructors play a crucial role in ensuring a fun, positive, and safe learning environment for students of all ages. If you enjoy working with children and are committed to water safety, this is the perfect opportunity for you! Benefits * Paid Training * Daily Pay available * Saf-T-Swim Curriculum Certification * Competitive pay * Flexible scheduling * Free swim lessons for immediate family members * Career growth opportunities * Health Benefits (30+ hours per week) * Paid time off (30+ hours per week) * Wealth Benefits (30+ hours per week) Responsibilities Instruction & Student Development * Teach swimming skills in accordance with the Saf-T-Swim Swim School curriculum in a fun and engaging manner. * Provide continuous, positive, and constructive feedback to students and parents on progress and achievements. * Structure class time effectively to maximize learning through repetition, reinforcement, and the introduction of new skills. * Track and document students’ skill progression daily to ensure consistent improvement and proper class placement. * Conduct monthly "Splash n’ Tell" sessions to provide individualized feedback to parents. Safety & Class Management * Ensure swimmer safety at all times by following safety requirements laid out in the curriculum, maintain constant supervision and enforce safety guidelines. * Maintain class structure and organization, ensuring smooth transitions and efficient use of lesson time. * Report any safety concerns or incidents to management immediately. Operational Excellence * Maintain proper use and organization of equipment to ensure timely class start and end times. * Communicate class updates, student progress, and any changes to management to keep class records accurate. * Adhere to Saf-T-Swim uniform standards as outlined in the employee handbook. Job Type * Weekdays, weeknights, and weekends required * 10+ hours per week (seasonality may impact availability) * Work Location: On-site * Reports to the General Manager or Assistant General Manager. Requirements * CPR/AED and First Aid for Adult, Child, and Infant Certification or (must be obtained within the first 90 days of employment; training available) * Completion of Saf-T-Swim curriculum training within the first 30 days of employment * Ability to lift, push, and pull up to 50 pounds * Comfortable working in and around water for extended periods * Comfortable working with children for extended periods * Prior swim experience is preferred

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description At New York Life, we value the qualities that make athletes successful—discipline, resilience, and teamwork. These traits not only drive athletic victories but also define top performers in financial services. We're looking for motivated athletes and former athletes ready to transform their competitive spirit, leadership skills, and commitment to excellence into a rewarding career as a Financial Professional. Here, you'll build long-term relationships rooted in trust and integrity, deliver tailored financial solutions, and grow your career with the strength of a Fortune 100 company behind you. Your journey with us promises industry-leading training, mentorship, and resources designed for your success. If leadership is your goal, our Accelerated Path into Management offers opportunities in coaching, development, and team leadership. At New York Life, we provide comprehensive training, competitive compensation, and a clear career path from producer to leader. You'll have the chance to make a meaningful impact on people’s lives while building your own legacy. Are you ready to channel your athletic mindset into a fulfilling career with unlimited growth potential? Apply today and discover how your competitive edge can set you apart in the world of financial services. Compensation: $117,000 yearly Responsibilities: • Build Client Relationships – Develop and maintain long-term relationships with individuals, families, and businesses to understand and meet their financial needs., • Financial Guidance – Provide personalized strategies in areas such as life insurance, retirement planning, investments, and wealth management., • Goal Achievement – Set and pursue measurable performance goals, applying the same discipline and drive athletes use to succeed in competition., • Networking & Prospecting – Identify and connect with potential clients through personal networks, referrals, and community engagement., • Continuous Learning – Participate in New York Life’s comprehensive training programs to stay informed about financial solutions, regulations, and best practices., • Team Collaboration – Work with mentors, managers, and colleagues to share strategies, learn new approaches, and contribute to a supportive team environment., • Leadership Development – For those pursuing management, take part in the Accelerated Path into Management program to build leadership skills and prepare to coach, develop, and lead a team of financial professionals., • Ethical Standards – Uphold the highest levels of integrity, professionalism, and client-first values in every interaction.Qualifications:, • Competitive mindset – Demonstrated success in athletics, coaching, or other performance-driven environments., • Goal-oriented – Strong ability to set, pursue, and achieve measurable objectives., • Leadership potential – Experience leading teams, mentoring peers, or demonstrating initiative on and off the field., • Resilience & discipline – Proven ability to overcome challenges, stay motivated, and adapt to changing circumstances., • Communication skills – Excellent interpersonal, presentation, and relationship-building abilities., • Team player – Strong collaboration skills with the ability to work within a supportive and mentorship-driven culture., • Forward-thinking spirit – Self-starter who thrives in building a business and managing one’s own success., • Education – Bachelor’s degree preferred, or equivalent combination of education, athletics, and leadership experience., • Commitment to ethics – Dedication to integrity, professionalism, and putting clients’ interests first.About Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job DescriptionFinancial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. · Desire to help others achieve their goals and dreams through cultivating long-term relationships. · Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… · Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. · Develop and maintain a base of clients who value your input and guidance. · Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… · Development and training—locally, virtually and nationally—to support you as you build your practice with us. · Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. · Mentorship and joint-work opportunities. · A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. · Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Please visit the following to learn more about us… Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

Job Description Transform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world—even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you’ll guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives. With our structured training program, you’ll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference. What we provide: • The flexibility to shape your own career through a hybrid work setup—enjoy remote work combined with in-person training, team collaboration, and continuous support from a Forbes-recognized top insurance company., • A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance., • A training stipend, along with performance-based bonuses., • Company-funded professional growth and licensing opportunities., • Room for career progression: We’re seeking motivated individuals who want to grow professionally and step into leadership roles over time. No background in finance? That’s completely fine. • More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non-financial fields., • If you’ve found success in your current profession and are ready for a new opportunity, we’ll equip you with the training, tools, and mentorship you need to excel in financial services. Applicants must be within commuting distance to Hauppauge, NY. Compensation: $80,000 OTE Responsibilities: • Offer solutions in insurance, asset accumulation, and retirement planning., • Develop client relationships and provide tailored financial strategies., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Follow a leadership advancement track with career growth opportunities.Qualifications:, • Strong interpersonal and communication skills., • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Competitive mindset with a history of leadership or achievement., • Must be authorized to work in the US.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off Role Overview Are you a goal-driven professional with a passion for financial planning and insurance sales? As an Insurance and Financial Services Representative, youll play a vital role in helping clients secure their futures through customized insurance and investment strategies. In this consultative role, youll build lasting relationships, assess client needs, and deliver solutions that align with their goalswhether thats retirement planning, wealth building, or protecting their assets. This position offers the chance to grow your career while making a meaningful difference in your community. Key Responsibilities • Develop and manage a portfolio of clients across both insurance and financial service lines, • Provide tailored recommendations for life, health, and financial products based on client goals, • Conduct financial reviews to support retirement planning, investment management, and asset protection, • Stay up to date on industry trends, product changes, and compliance requirements, • Prospect and cultivate new client relationships to drive growth and revenue, • Achieve individual and agency sales targets through consultative selling and high-quality service Qualifications • Strong communication, consultative sales, and relationship-management skills, • Self-motivated with professionalism, integrity, and a client-first mindset, • Ability to explain complex financial concepts clearly and simply, • Active insurance license (Life & Health required; Property & Casualty a plus) Why Join Us • Competitive base salary plus commission and performance bonuses, • Ongoing training, development, and mentorship in a supportive team environment, • Access to a strong book of business and high-quality leads, • A career that delivers financial rewards while helping clients achieve peace of mind

Job Description Are you passionate about making a positive impact on children's lives? We are looking for a dedicated Lifeguard to oversee the safety of our employees and customers. Benefits * Paid Training * Daily Pay available * SafeSplash® Brands Curriculum Certification * Flexible Hours * Free Swim Lessons for immediate family of employees * Career Growth Opportunities * Health Benefits (30+ hours per week) * Paid time off (30+ hours per week) * Wealth Benefits (30+ hours per week) The Lifeguards play a key role in maintaining a safe environment for our students, parents, and staff. If you are excited about giving back to the community and making a lasting impact on children's lives, then SafeSplash is the place for you! Responsibilities: Safety * Maintain constant surveillance to ensure the safety of our customers and report any unsafe activities, equipment or instruction to management. * Provide feedback to instructors immediately if they are outside of curriculum safety requirements (i.e. safety distances, holds, turning backs, etc.) * Act immediately and appropriately to secure the safety of customers in the event of an emergency. * Provide emergency care and treatment as required until the arrival of emergency medical services. * Prepare appropriate incident reports. * Always present a professional and engaging attitude. * Attend monthly in-services to continue to work on lifeguarding skills. Customer * Deliver a world-class experience by ensuring we are providing a safe environment for our swimmers. Job Type * Part-time / Full-time * Pay: $17 - $19 per hour (experience, location and volume impacts) * Weekdays, Weeknights and Weekends required * 15+ hours a week (seasonality can impact this) * Work Location: On-site * Reporting directly to the General Manager Requirements * Lifeguard Certification is required and must be maintained during time of employment (we will provide) * Current CPR-PR, First Aid, and AED certifications are required within 90 days of hire and be maintained (we will provide) * Expected to learn the curriculum to include all safety aspects within 30 days of employment. * Ability to work effectively in a team environment * Comfortable working around water and interacting with children and parents. * Must be able to lift and push up to 50 lbs. and be on your feet for long periods

Job Description Are you passionate about teaching and making a lasting impact on children's lives? Saf-T-Swim Swim Schools is looking for enthusiastic Swim Instructors to provide high-quality swim instruction using our proven curriculum. Our Swim Instructors play a crucial role in ensuring a fun, positive, and safe learning environment for students of all ages. If you enjoy working with children and are committed to water safety, this is the perfect opportunity for you! Benefits * Paid Training * Daily Pay available * Saf-T-Swim® Brands Curriculum Certification * Competitive pay * Flexible scheduling * Free swim lessons for immediate family members * Career growth opportunities * Health Benefits (30+ hours per week) * Paid time off (30+ hours per week) * Wealth Benefits (30+ hours per week) Responsibilities Instruction & Student Development * Teach swimming skills in accordance with the Saf-T-Swim Swim School curriculum in a fun and engaging manner. * Provide continuous, positive, and constructive feedback to students and parents on progress and achievements. * Structure class time effectively to maximize learning through repetition, reinforcement, and the introduction of new skills. * Track and document students’ skill progression daily to ensure consistent improvement and proper class placement. * Conduct monthly "Splash n’ Tell" sessions to provide individualized feedback to parents. Safety & Class Management * Ensure swimmer safety at all times by following safety requirements laid out in the curriculum, maintain constant supervision and enforce safety guidelines. * Maintain class structure and organization, ensuring smooth transitions and efficient use of lesson time. * Report any safety concerns or incidents to management immediately. Operational Excellence * Maintain proper use and organization of equipment to ensure timely class start and end times. * Communicate class updates, student progress, and any changes to management to keep class records accurate. * Adhere to Saf-T-Swim uniform standards as outlined in the employee handbook. Job Type * Part-time / Full-time * Pay: $13 - $23 per hour (based on experience, location, and volume) * Weekdays, weeknights, and weekends required * 10+ hours per week (seasonality may impact availability) * Work Location: On-site * Reports to the General Manager or Assistant General Manager. Requirements * CPR/AED and First Aid for Adult, Child, and Infant Certification or (must be obtained within the first 90 days of employment; training available) * Completion of Saf-T-Swim curriculum training within the first 30 days of employment * Ability to lift, push, and pull up to 50 pounds * Comfortable working in and around water for extended periods * Comfortable working with children for extended periods * Prior swim experience is preferred

Our client, a leader that's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. Senior Wealth Advisor Responsibilities:. Senior Wealth Advisor Requirements:.

Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Bachelor's degree in Business, Finance, or related field. CIA), a licensed insurance agency, doing busin

Opal Wealth Advisors Financial Analyst Role. Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals. The key aspects of the Financial Analyst Role include:.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Private Bank, you are responsible for advising families on building, preserving and managing their wealth.

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. Exhibit unwavering integr

Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practic

Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practic

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support

Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need. Closely partner with the Supervisory Manager and be expected to manage al

This will be done with a consistent focus on relationship management, not portfolio management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from th

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

As the Business Development Support Manager within J. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business developme

Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. You will lead a team of Financial Advisors who ser

With a commitment to excellence and client success, we help individuals and businesses achieve their financial goals through strategic investment planning, risk management, and wealth preservation. Strong understanding of financial products, investment strategies, and regulatory compliance preferred

A leading financial services firm in New York seeks a Business Development Executive to drive innovation and growth.The role involves implementing new strategies and managing timelines for field execution while leading training initiatives for sales teams.The ideal candidate has over 7 years of expe

Located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to its team of wealth management professionals. The intention of the Relationship Manager role is to:.

Under general supervision, the client relationship manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. Partner with the relationship manag

As a private client advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Private Client Advisor In Chase Wealth Management.

Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. As a Market Director of Wealth in J. You will lead

Shape the future of wealth management by driving innovation and growth at J. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. Coordinate and lead training a