NewTax 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.
NewTax Advisor (Customer Facing) IntuitTax Advisor (Customer Facing)Syosset, NY$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewCredentialed Tax Advisor IntuitCredentialed Tax AdvisorRoseland, NJ$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
Entry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewAudit Manager - Single Audits (REMOTE) JobotAudit Manager - Single Audits (REMOTE)Newark, NJRemote$100,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You won't be disappointed with our company culture., and our recognition as a "best place to work" for 10 consecutive years highlights the exceptional work/life balance we offer our employees.
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 (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 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.
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).
HR Business Advisor, Executive Director JPMorgan Chase & CoHR Business Advisor, Executive DirectorJersey City, NJEmbedded within the firmwide HR Business Advisor organization (Center of Excellence / Shared Services construct), this role advises senior leaders and managers on the full spectrum of people priorities-organization effectiveness, workforce planning, performance and talent, compensation governance, employee experience, and HR risk/controls. The Executive Director HR Business Advisor (HRBA) is a senior, strategic people partner supporting leaders within the Office of the Chief Financial Officer - Corporate and Investment Bank Finance & Business Management.
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.
HR Business Advisor - Commercial & Investment Bank Global Markets (Sales and Trading) JPMorgan Chase & CoHR Business Advisor - Commercial & Investment Bank Global Markets (Sales and Trading)Jersey City, NJDemonstrating strategic thought leadership and flawless execution, you will leverage deep HR expertise to partner closely with senior business leaders and HR partners globally to deliver industry-leading services and drive the business forward. As an HR Business Advisor, you will support a portfolio of clients within the Global Markets & Sales (Sales & Trading) organization and play an integral role in shaping and delivering end-to-end people strategies using data, insights, and technology.
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.
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).
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.