Tax Advisor JobotTax AdvisorNew York, NYRemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
NewAssociate Financial Advisor New York Life - UniondaleAssociate Financial AdvisorUniondale, NYResponsibilities: Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
Senior Director, Small Business Sales Executive VisaSenior Director, Small Business Sales ExecutiveNew York, NY$276,900–$443,000 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. Key Responsibilities: Strategic Partnership Leadership: Own the long‑term strategic vision for a portfolio of Visa’s largest small business partners, with clear multiyear partnership roadmaps.
NewFinancial Services Advisor NYL - Nassau GOFinancial Services AdvisorUniondale, NYAt New York Life, we offer you the chance to grow your career with a Fortune 100 company that champions innovation and a strong community culture. You'll be part of a dynamic team that prioritizes long-term client success and values collaboration and continuous development.
NewMusic Sales Advisors Music & ArtsMusic Sales AdvisorsEdison, NJ$15.92–$16.92 / hourBased in Frederick, MD, Music & Arts is now part of the Guitar Center enterprise and comprises 200+ retail stores, 120+ educational representatives, and 300+ affiliate locations. In 2005, Music & Arts joined forces with American Music to become the largest band and orchestra instrument retailer in the United States.
Business Development Advisor – New Business (Alternate Schedule) Latham & Watkins LLPBusiness Development Advisor – New Business (Alternate Schedule)New York, New York$120,000–$155,000 / yearFull timeThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. A minimum of six (6) years of relevant experience managing and leading strategic initiatives with a focus on developing and managing credentials, proposals, tenders, or other written sales tools, as well as developing successful BD strategies and winning proposals .
Business Development Advisor – New Business (Finance) Latham & Watkins LLPBusiness Development Advisor – New Business (Finance)New York, New York$120,000–$155,000 / yearFull timeThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. Have familiarity with structured finance, project finance, leveraged finance, and capital markets transactions, including the ability to articulate deal structures and key terms in pitch materials, track market trends, and source and present deal credential data from providers such as Refinitiv, Bloomberg, or Dealogic .
Business Development Advisor – New Business (Corporate) Latham & Watkins LLPBusiness Development Advisor – New Business (Corporate)New York, New York$120,000–$155,000 / yearFull timeThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. Have familiarity with capital markets transactions (IPOs, debt and equity offerings, SEC-registered and Rule 144A placements), M&A, and other transactional work, including the ability to articulate deal structures, key terms, and market positioning in pitch materials, and to source and present deal credential data from providers such as Refinitiv, Bloomberg, or Dealogic .
Business Development Advisor - New Business (Alternate Schedule) Latham & Watkins LLPBusiness Development Advisor - New Business (Alternate Schedule)New York, NY$120,000–$155,000 / yearThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. And have: A high school diploma or an equivalent, preferably a bachelors degree or an equivalent, A minimum of six (6) years of relevant experience managing and leading strategic initiatives with a focus on developing and managing credentials, proposals, tenders, or other written sales tools, as well as developing successful BD strategies and winning proposals.
Business Development Advisor - New Business (Corporate) Latham & Watkins LLPBusiness Development Advisor - New Business (Corporate)New York, NY$120,000–$155,000 / yearThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. We'd love to hear from you if you: Have familiarity with capital markets transactions (IPOs, debt and equity offerings, SEC-registered and Rule 144A placements), M&A, and other transactional work, including the ability to articulate deal structures, key terms, and market positioning in pitch materials, and to source and present deal credential data from providers such as Refinitiv, Bloomberg, or Dealogic.
Business Development Advisor - New Business (Finance) Latham & Watkins LLPBusiness Development Advisor - New Business (Finance)New York, NY$120,000–$155,000 / yearThis role will be responsible for working closely with Business Development teams and partners to develop and deliver high-quality proposal documents, establishing project timelines and protocols, developing win themes and client messaging, creating compelling written and visual content, preparing the response team for in-person client presentations, coordinating input from other subject matter expert BD colleagues, liaising with internal resources, and ensuring a high quality of client service, while drafting, editing, and finalizing external-facing business development materials such as credentials statements, pitch documents, and responses to RFPs. And have: A high school diploma or an equivalent, preferably a bachelor's degree or an equivalent, A minimum of six (6) years of relevant experience managing and leading strategic initiatives with a focus on developing and managing credentials, proposals, tenders, or other written sales tools, as well as developing successful BD strategies and winning proposals.
Business Advisor Support Intern (Mandarin Chinese Speaker) Asian Americans for EqualityBusiness Advisor Support Intern (Mandarin Chinese Speaker)Flushing, NYInternship Opportunity Position Summary Renaissance Economic Development Corporation (REDC), a nonprofit Community Development Financial Institution (CDFI), is seeking a motivated and detail-oriented Business Advisor Support Intern to assist our Business Advisor team in serving small businesses throughout NYC.This internship is an excellent opportunity for students or early-career professionals interested in small business development, community economic empowerment, and access-to-capital work. Who We Are: Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
Business Advisor Support Intern (Filipino, Thai, or Vietnamese) Asian Americans for EqualityBusiness Advisor Support Intern (Filipino, Thai, or Vietnamese)Flushing, NYInternship Opportunity Position Summary Renaissance Economic Development Corporation (REDC), a nonprofit Community Development Financial Institution (CDFI), is seeking a motivated and detail-oriented Business Advisor Support Intern to assist our Business Advisor team in serving small businesses throughout NYC.This internship is an excellent opportunity for students or early-career professionals interested in small business development, community economic empowerment, and access-to-capital work. Who We Are: Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
NewBusiness Advisor Research Foundation of The City University of New YorkBusiness AdvisorStaten Island, New YorkConducting an SBDC sponsored training event is a complicated task that involves careful planning including a) identifying a topic that effectively addresses an identified need in the business community; b) securing the services of appropriate experts in the field; c) selecting time, date and location for the event; d) providing follow-on one-to-one counseling to attendees when requested; and e) gathering feedback from attendees to evaluate the quality of the event and to help identify topics for future events. Provide expertise in SBDC services, including business formation, business plan development, market research, and guidance on financials (cash flow projections, profit & loss statements, balance sheets, budgeting, and other financial matters).
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor INew York, NY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Wealth Business Advisor I Truist Financial CorpWealth Business Advisor INew York, NY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Sr. Merchant Business Advisor KeyCorpSr. Merchant Business AdvisorTarrytown, NY$57,000–$87,000 / yearWith a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client''s trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Acquires new merchant services relationships through prospecting external sources within the Core Business Banker''s assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury.
Business Advisor (Korean Speaker) Asian Americans for EqualityBusiness Advisor (Korean Speaker)New York, NYRemoteFull timeReporting to their Senior Business Advisor/Team Leader, the Business Advisor (Korean Speaker) is responsible for building relationships with small businesses and referral-base partnerships, generating a strong pipeline of loan applicants, pre-screening loan applications for eligibility, loan packaging for submission, providing one-on-one business coaching to small business, and monitoring the performance of their portfolio of small business loans after they close. Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services.
Sr. Merchant Business Advisor Keybank National AssociationSr. Merchant Business AdvisorTarrytown, NY$57,000–$87,000 / yearWith a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client's trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Acquires new merchant services relationships through prospecting external sources within the Core Business Banker's assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury.
Business Advisor (Mandarin Chinese Speaker) Asian Americans for EqualityBusiness Advisor (Mandarin Chinese Speaker)Flushing, NYFull timeRenaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services. Reporting to the Senior Business Advisor/Team Leader, you will build trusted relationships with small business clients, package loan applications, and provide hands-on business coaching.