RSM US LLP is seeking a Transaction Advisory Services Manager to perform financial due diligence for clients acquiring businesses, participate in client meetings, prepare financial analysis, and interact with top-level management. This role involves close collaboration with Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses. The position offers a competitive benefits package, including health and wellness programs, flexible time off, and professional development opportunities.

Financial Due Diligence & Advisory Manager – Healthcare

Financial Due Diligence & Advisory Manager

Year Up is a one-year intensive job training program that combines in-classroom skill development, internships, and personalized coaching and mentorship. The program aims to provide young adults with technical and professional skills, access to internships, and job placement services. Participants receive an educational stipend and may intern at leading organizations such as BNY Mellon, Fidelity, or Bank of America.

Finance JOB Training Program

Finance Trainee

Financial Advisory JOB Training Program

Financial Advisory Trainee

Financial Operations JOB Training Program

Financial Operations Trainee

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. You will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. The role involves building relationships, understanding client needs, and creating personalized financial strategies. Edward Jones provides comprehensive support, including paid training, salary for the first four years, a firm-provided branch office, and a support network.

Financial Advisor - Staten Island, NY - Market 13, Region 257

Financial Advisor

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. You will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. The role involves paid training, a salary for the first four years, and a firm-provided branch office. You will be valued for your unique experiences and professional background in an inclusive environment.

The Financial Advisor - Centralized at Santander Holdings USA Inc is responsible for identifying client needs, understanding objectives, and making investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. This role involves a mix of virtual and in-person client interactions, with a focus on new sales prospects, market intelligence, and maintaining compliance with all relevant regulations. The position is located within a centralized market and requires a Bachelor's degree or equivalent work experience in a relevant field, along with FINRA licenses 7 and 66 or 7 and 63 and 65, and appropriate state insurance licenses.

Financial Advisor - Centralized, Brooklyn, NY

We are seeking a highly organized and proactive Executive Assistant to support a team at our client's Midtown office. The ideal candidate will have 3-7 years of experience in a similar role, preferably within the financial services sector. This role requires excellent communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. The role is full-time in the office and offers overtime and bonus opportunities.

Executive Assistant Finance

As a Financial Services Representative at Transamerica, you will play a crucial role in guiding clients towards financial empowerment from the comfort of their homes. This position involves educating clients on a range of financial products, including retirement plans, college funding, and insurance protection strategies. The role offers the flexibility of remote work, with a focus on inspiring clients to pursue work-life balance and financial security. No prior experience in the financial services industry is required, as training is provided.

Financial Services Representative (Sales and Related)

Financial Services Representative

This position involves working with a well-established Fortune 500 company and its A-rated partners in North America as a financial professional. The role includes acquiring state licensing, connecting with people to identify goals, educating, planning, and designing solutions for individuals, families, and business owners. The position offers a 100% commission-based compensation, with no ceilings or quotas, and includes opportunities for residual and passive income, as well as performance-based bonuses. The role is flexible, allowing for 100% remote work, and offers a high-income trajectory with career growth, mentorship from industry experts, and the option to build your agency.

Flexible Remote Career Opportunity

Financial Professional

The Finance Administrator at Beacon Hill will support the finance and accounting teams with various project support, ensuring information to clients is timely, accurate, and organized. This remote position is estimated to be approximately 6 months due to a medical leave, with the potential to become permanent for the right individual. The role involves project management support, scheduling, planning, running meetings, presenting information, and providing updates on client information and deadlines.

Financial Accountant

Finance Administrator

As a Financial Services Representative at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

FINANCIAL SERVICES REPRESENTATIVE

Financial Advisors at New York Life help clients identify and achieve their financial goals through a comprehensive array of financial products and services. They offer prudent financial management, high-quality products, and impeccable service. The company provides a comprehensive three-year training program, full marketing support, prospecting and technical assistance, and mentoring programs. Advisors have the autonomy of running their own practice with the support of a Fortune 100 company.

Financial Advisor 2780

Cross River is seeking an Executive Assistant to support the Finance team and leadership, focusing on administrative tasks such as managing calendars, arranging travel plans, and compiling documents. The ideal candidate should be a team player with strong organizational skills, excellent attention to detail, and the ability to work independently in a fast-paced environment. This role requires a proactive approach to problem-solving, excellent communication skills, and the ability to handle confidential information with discretion.

Executive Assistant - CFO

Executive Assistant, Finance

The Financial Advisor at Citizens Wealth Management is responsible for delivering personalized financial strategies to mass affluent clientele in a virtual capacity. Based out of a Citizens corporate office, this role involves engaging with customers virtually to determine their investment needs, recommending investment strategies, and presenting investment choices. The advisor is expected to grow client assets, retain and acquire new clients, and maintain compliance with all Citizens Financial Group policies and procedures.

Financial Advisor - Hybrid Remote (Brooklyn, Queens, Long Island)

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Financial Assistant Jobs in New York, NY Hiring Now

Financial Due Diligence & Advisory Manager – Healthcare

Finance JOB Training Program

Financial Advisory JOB Training Program

Financial Operations JOB Training Program

Financial Advisor - Staten Island, NY - Market 13, Region 257

Financial Advisor - Staten Island, NY - Market 13, Region 257

Financial Advisor - Centralized, Brooklyn, NY

Executive Assistant Finance

Financial Services Representative (Sales and Related)

Flexible Remote Career Opportunity

Financial Accountant

FINANCIAL SERVICES REPRESENTATIVE

Financial Advisor 2780

Executive Assistant - CFO

Financial Advisor - Hybrid Remote (Brooklyn, Queens, Long Island)