Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
Financial Advisor-(Multiple Levels)-Jackson Heights, Queens The Toronto-Dominion BankFinancial Advisor-(Multiple Levels)-Jackson Heights, QueensJackson Heights, NY$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Advisor (Multiple Levels)- Kings Highway, Brooklyn The Toronto-Dominion BankFinancial Advisor (Multiple Levels)- Kings Highway, BrooklynBrooklyn, NY$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor-Ramsey, NJ The Toronto-Dominion BankFinancial Advisor-Ramsey, NJNJ$78,520–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Solutions Advisor - Wilton Financial Center Bank of AmericaFinancial Solutions Advisor - Wilton Financial CenterWilton, ConnecticutKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Westchester / Bronx Market Bank of America CorpFinancial Solutions Advisor - Westchester / Bronx MarketBronxville, NY$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Westchester / Bronx Market New Rochelle, New York; White Plains, New York; Bronx, New York; Bronxville, New York; Yonkers, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor - Westchester County, NY Corebridge Financial IncFinancial Advisor - Westchester County, NYWhite Plains, NYHigh school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Associate - US Capital Markets Financial Crimes KYC Advisory Royal Bank of CanadaAssociate - US Capital Markets Financial Crimes KYC AdvisoryJersey City, NJ$85,000–$145,000 / yearThis role involves supporting the Capital Markets Financial Crimes Advisory team on day to day operations inclusive of conducting risk-based reviews of Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD), handling regulatory referrals, and contributing to Financial Crimes policy and program enhancements. Coordinate the ongoing implementation and refinement of customer profiles under the Customer Due Diligence rule, Section 312, 313(a), and 319(b) (Foreign Financial Institutions) to comply with internal procedures, satisfy regulatory requirements and ensure adequate enhanced due diligence of high-risk customers.
Senior Software Engineer @ Method Financial | $195k - $230k + Equity Blaze TalentSenior Software Engineer @ Method Financial | $195k - $230k + EquityNew York, New YorkWe have partnered with 60+ financial institutions - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences. We have helped 4+ million users connect 30+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans.
NewAdvisory Program Product Specialist Job Description Oppenheimer Holdings IncAdvisory Program Product Specialist Job DescriptionNew York, NY$70,000–$80,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This role works closely with Financial Advisors, Compliance, Program Administration, and Technology teams to support Financial Advisor Directed and Discretionary Advisory Programs and related business initiatives.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingNew York, NY$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Public Finance Program Associate - Higher Education Wells Fargo & CoPublic Finance Program Associate - Higher EducationNew York, NY$150,000–$250,000 / yearA trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Within MPG, Public Finance Investment Banking offers a full-service platform responsible for originating and structuring transactions for states, local governments, and not-for-profit clients, delivering capital-raising solutions for governments, higher education institutions, nonprofit organizations, and nonprofit healthcare institutions.
Global Infrastructure - Complex Credits Group, Associate Director Fitch RatingsGlobal Infrastructure - Complex Credits Group, Associate DirectorNew York, NY$115,000–$140,000 / yearWhat You Need to Have: Bachelor's degree at minimum, advanced degree a plus; 7+ years relevant experience in a capital markets and/or credit analysis role; A healthy sense of intellectual curiosity and a life-long learning mindset; A demonstrated willingness and ability to attack and explain topics of analytical complexity; Strong analytical, quantitative, and organizational skills; Excellent written and verbal communication skills; Excellent modelling skills and thorough familiarity with spreadsheet-based financial models. Maintain a strong external network and profile that continues to build Fitch's reputation for analytical excellence by representing Fitch in a compelling and persuasive manner at industry conferences, webinars, issuer meetings/site visits and through media communication.
Full Stack Developer AxelonFull Stack DeveloperJersey City, NJ$81–$85 / hour6-8 years of expertise in application design and development using technologies and frameworks such as Spring, Spring Boot, Java, Hibernate. Partner with multiple management teams to ensure appropriate integration of functions to meet goals and identify system enhancements for new products and process improvements.
NewSenior Database Developer TekWissen LLCSenior Database DeveloperNew York, NY$37–$39.28Experience delivering in Agile Scrum models, including planning, backlog refinement, estimation, stand-ups, reviews, retrospectives, and Jira execution. The team's objective is to modernize legacy mainframe processes onto a distributed platform, enable adoption across downstream applications, and incorporate evolving compliance requirements across the FA Registration ecosystem.
Tax Director, IFRS - Financial Services Page GroupTax Director, IFRS - Financial ServicesNew York, NY$157,500–$192,500 / yearFull timeOur client is a leading global financial institution with a strong international presence and a reputation for excellence across capital markets, investment management, and wealth management services. The organization offers a collaborative, fast-paced environment where finance and tax professionals play a critical role in supporting strategic business objectives and meeting evolving regulatory requirements.
NewEntry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
Director, Financial Planning & Analysis (FP&A) Business Partner, Enterprise Technology Product Development S&P Global IncDirector, Financial Planning & Analysis (FP&A) Business Partner, Enterprise Technology Product DevelopmentNew York, NY$126,676–$221,434 / yearLead, manage, and continuously develop a high-performing team of financial analysts by fostering accountability, collaboration, and analytical rigor; identifying training plans and career paths to upskill AI capabilities; and ensuring a comprehensive enterprise-wide view of technology spend that balances divisional needs with company priorities. Strategic Financial Partnership & Decision Support: Serve as the lead finance partner and trusted advisor to senior technology product development leaders, providing strategic insight, financial guidance, and decision support for investment priorities, budgets, forecasts, and resource allocation.
NewManager MSP Service Delivery Ascend Learning LLCManager MSP Service DeliveryNew York, NYRemote$100,800–$158,400 / yearThis role owns the end-to-end operational rhythm across the Adobe (AEM, EDS, ACCS), HubSpot, Dynamics 365 CRM, eCommerce, and Snowflake estate: ensuring first-time quality delivery, on-time delivery, running service reviews, managing SLA performance, governing change and release for Adobe deployments, D365 solution releases, HubSpot configuration, eCommerce updates and Snowflake pipeline changes, maintaining operational runbooks, driving continuous process improvement, tracking financial performance against SOW, and escalating where needed. This role is the daily counterparty to NASM's Business Applications MSP partner(s), accountable for the operational performance of Managed Services across NASM's customer-facing and commercial technology stack: the Adobe Experience Cloud (Adobe Experience Manager / AEM, Adobe Edge Delivery Services / EDS, and Adobe Campaign / ACCS), HubSpot marketing automation, Microsoft Dynamics 365 CRM, the eCommerce and cart experience, and the Snowflake data platform that connects them.