Merrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan MarketNew York, NY$36.06–$40.87 / hourResponsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
Financial Solutions Advisor Registration Candidate - Western Long Island Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Western Long Island MarketHicksville, New YorkKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Vice President - Telecom & Digital Infrastructure Lazard IncVice President - Telecom & Digital InfrastructureNew York, NY$250,000–$275,000 / yearIn the Telecom & Digital Infrastructure group, our Vice Presidents work across many verticals including broadband and network infrastructure, data centers and cloud infrastructure, managed services, satellites, wireless infrastructure and digital infrastructure services. We provide a wide range of services, including general financial advice, mergers, acquisitions and divestitures, special committee assignments, takeover defenses, corporate restructurings, strategic partnerships/joint ventures and advice on capital structure.
Financial Solutions Advisor - Greater Queens NY Market Bank of AmericaFinancial Solutions Advisor - Greater Queens NY MarketForest Hills, New YorkKey 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 - Brooklyn North Market Bank of AmericaFinancial Solutions Advisor - Brooklyn North MarketBrooklyn, New YorkKey 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 - Consumer Investments - Elmhurst South, IL Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Elmhurst South, ILElmhurst, New YorkKey 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.
Director, Finance Transformation | Office Of CFO Advisory | Corporate Finance FTI Consulting, Inc.Director, Finance Transformation | Office Of CFO Advisory | Corporate FinanceNew York, NYLead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Family Office Services Analyst - Lazard Wealth Lazard IncFamily Office Services Analyst - Lazard WealthNew York, NY$70,000–$75,000 / yearWe believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. We often serve the role of Chief Investment Officer overseeing third-party managers as well as direct private equity investments and help coordinate a variety of non-investment related needs.
Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Paramus & Associates MarketParamus, New JerseyEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Due Diligence Senior Associate Grant Thornton LLPFinancial Due Diligence Senior AssociateNew York, NY$121,440–$154,836 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Financial Analyst Avionte, Inc.Financial AnalystNY$80,000–$110,000 / yearKey responsibilities for the role include forecasting revenues and expenditures, driving budgeting and planning exercises, and generating financial analysis to support business decision-making. Expertise in MS Excel (including Power Query, pivot tables, using advanced formulas including data modeling, processing, and analyzing large data sets).
Project Manager/Financial Analyst (Remote) Next Generation IncProject Manager/Financial Analyst (Remote)New York, NYRemote$75–$85 / hourThis hybrid role, for NYC, will play a critical part in aligning HR budgeting efforts, overseeing non-labor expenditures, and ensuring strategic financial planning and reporting. Next Generation, Inc. is seeking an experienced Project Manager / Financial Analyst to support our client's Budget Planning & Administration team within the People Tower.
Senior Financial Analyst Unity Technologies SFSenior Financial AnalystNew York, New YorkWhile specific benefits vary, here are some of the ways we strive to take care of our eligible team members globally: Comprehensive health, life, and disability insurance | Commute subsidy | Employee stock ownership | Competitive retirement/pension plans | Generous vacation and personal days | Support for new parents through leave and family-care programs | Office food snacks | Mental Health and Wellbeing programs and support | Employee Resource Groups | Global Employee Assistance Program | Training and development programs | Volunteering and donation matching program. As a Senior Financial Analyst at a multi-billion-dollar public company based in our Union Square offices in New York City, you will play a pivotal role in helping our business model evolve from a SaaS model to an AI token-based, advertising-supported model, and be at the forefront of this evolution.
Benefits Operations Rockefeller Capital ManagementBenefits OperationsNew York, New York$100,000–$115,000 / yearFull timeExecute day-to-day compliance activities across benefits operations, including monitoring eligibility, enrollments, and plan administration against ERISA, ACA, and HIPAA requirements; maintaining accurate records; and supporting audits and reporting to ensure processes remain controlled, accurate, and compliant. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London.
Strategic Financial Analyst - Iselin, NJ Provident Financial Services IncStrategic Financial Analyst - Iselin, NJIselin, NJ$77,000–$110,000 / yearThis role offers the opportunity to partner across Finance, Accounting, Treasury, Risk, Compliance, Legal, Internal Audit, and other business units while contributing to financial statements, public filings, regulatory reports, audits, controls, and process improvements. Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
Investment Banking Associate - Healthcare Citigroup IncInvestment Banking Associate - HealthcareNew York, NY$175,000–$225,000 / yearCiti is looking for an experienced Investment Banking Senior Associate to join its Healthcare Investment Banking team, where you will play a central role in advising clients on mergers, acquisitions, and capital markets transactions that shape the future of the healthcare sector. Working within Citi's Institutional Banking group, you will bring strategic insight and financial expertise to high-profile transactions, acting as a trusted advisor to clients navigating complex corporate decisions.
Senior Banker II - Long Island City - Jackson Ave Financial Center - Spanish Required Bank of AmericaSenior Banker II - Long Island City - Jackson Ave Financial Center - Spanish RequiredLong IslandPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
Associate, Global Investment Banking, Financial Institutions Group (Insurance and/ or Asset & Wealth Management Royal Bank of CanadaAssociate, Global Investment Banking, Financial Institutions Group (Insurance and/ or Asset & Wealth ManagementNew York, New YorkMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that: · Drives RBC’s high performance culture.
Wealth Management Relationship Manager II Provident Financial ServicesWealth Management Relationship Manager IIMorristown, NJ$99,400–$163,300 / yearIn conjunction with operations, ensures accounts are opened or closed accurately and promptly, collects and values assets, completes documentation, initiates and coordinates all duties associated with a new or terminated accounts. Develops direct working relationships and interacts with internal partners, clients, prospects, and external contacts (attorneys, CPAs, trustees, etc.) to ensure accounts are administered properly.
Wealth Advisor SimpleCITIWealth AdvisorGarden City South, NYWe currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.