HighLevelNewDirector, Strategic Finance (Product & Engineering) - Remote HighLevelDirector, Strategic Finance (Product & Engineering) - RemoteAnywhere, NYRemote$189,000–$277,500 / yearYou will partner directly with senior leaders across the business to help inform resource allocation, define operational and financial KPIs, own key inputs to revenue / margin modeling and most importantly, proactively identify opportunities to drive growth or improve profitability. Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives.
Vensure Employer SolutionsIndependent 1099 Financial Advisor - Remote Vensure Employer SolutionsIndependent 1099 Financial Advisor - RemoteNationwide, NYRemoteWe have a dedicated asset management division with four CFAs, approved portfolios, and in-house resources, as well as an internal Financial Planning team and a Case Design team to support your clients. Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team.
PEAK Technical Services Inc.NewCertified Financial Planner PEAK Technical Services Inc.Certified Financial PlannerCorning, NY$80,000–$130,000 / yearThe role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.
PEAK Technical StaffingCertified Financial Planner PEAK Technical StaffingCertified Financial PlannerCorning, NYThe role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.
JPMorgan Chase & CoAsset Management - Internal Client Advisor - Associate JPMorgan Chase & CoAsset Management - Internal Client Advisor - AssociateNYJob Responsibilities: Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorganvalue proposition Provide superior client service by being responsive, thoughtful and making the clients' needs the focus Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation Convey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscape Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights teamRequired Qualifications, Capabilities, and Skills Bachelor's degree Self-starter with passion for sales and the financial markets Proven results shown through sustainable achievement in a competitive environment Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace Capacity to build relationships across entire organization and with our partner firms Series 7 and Series 63Preferred Qualifications, Capabilities, and skills Two years of financial service experience preferred and/or related sales leadership experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets.