Financial Services - Wealth and Asset Management - Tax Manager - EDGE client aligned Ernst & Young Global LtdFinancial Services - Wealth and Asset Management - Tax Manager - EDGE client alignedNew York, NY$104,600–$191,600 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Manager-EDGE Ernst & Young Global LtdFinancial Services - Global Compliance and Reporting - Real estate -Tax Senior Manager-EDGENY$132,700–$303,200 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Lead tax processes by directing and coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
Senior Financial Analyst Interior Logic GroupSenior Financial AnalystNew York, NY$115,000–$120,000 / yearMust have excellent problem solving and decision making skills; with demonstrated experience of ability to problem solve, collect data, establish facts, and draw valid conclusions. This position is responsible for analyzing and interpreting financial data, developing financial models, and providing financial support for strategic decision-making.
Treasury Technology, Kyriba Consultant, Senior Manager PricewaterhouseCoopers LLPTreasury Technology, Kyriba Consultant, Senior ManagerFlorham Park, NJ$124,000–$280,000 / yearYou will work closely with clients to analyze financial needs, develop strategies for capital structure optimization, manage liquidity and cash flow, and provide guidance on mergers and acquisitions, divestitures, and other financial transactions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Director - Financial Due Diligence - TMT RSMDirector - Financial Due Diligence - TMTNew York, NY$151,200–$304,200 / yearResponsibilities: Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers. Our Deal Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Director - Financial Due Diligence - Healthcare RSMDirector - Financial Due Diligence - HealthcareNew York, NY$151,200–$304,200 / yearResponsibilities: Deal Services Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers. Our Deal Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Associate - Corporate Strategy Lazard IncAssociate - Corporate StrategyNew York, NY$185,000–$225,000 / yearCandidates should be top professional performers with the analytical rigor, maturity, work ethic, and client-service mindset typically developed in a leading investment banking analyst program The role requires strong quantitative skills, sound business judgment, the ability to solve complex problems, and experience developing financial and operational analyses in fast-moving situations. The team partners directly with senior leaders across the firm on the highest-priority initiatives facing the firm, including firm-wide strategic planning, evaluation of partnerships and new business lines, and advising leadership on competitive positioning, capital allocation, and long-term growth.
Equity Analyst Rockefeller Capital ManagementEquity AnalystNew York, New York$175,000–$200,000 / yearFull timeOriginally 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. It typically runs with low net exposure and is focused on investing in stocks that it believes have asymmetric risk/reward and strong alpha generation.
Portfolio Valuation Manager Deloitte Touche Tohmatsu LtdPortfolio Valuation ManagerNJ$144,300–$240,500 / yearAs part of our debt valuation work, the team values private debt, structured products, loan portfolios (corporate, residential mortgage, credit card), commercial real estate (CRE) debt and assets, residential mortgage pools, stressed and distressed assets, intercompany trades, and private equity, among other asset classes. As a Manager on the portfolio valuation team, you will be responsible for: Leading valuation and independent pricing analyses for illiquid assets and complex financial instruments, including corporate credit, term loans, structured and securitized products, private equity, and alternative investments.
Vice President - Industrials - Chemicals Lazard IncVice President - Industrials - ChemicalsNew York, NY$250,000–$275,000 / yearThe team advises on the full spectrum of strategic and financial matters, including transformative mergers, cross-border acquisitions, divestitures, joint ventures, and activist defense, leveraging Lazard's global network and sector expertise to deliver differentiated outcomes for clients. Within Industrials, our Chemicals team in New York serves as a trusted strategic advisor to chemical companies spanning specialty chemicals, agrochemicals, performance materials, coatings, adhesives, industrial gases, and related subsectors.
Associate - Telecom & Digital Infrastructure Lazard IncAssociate - Telecom & Digital InfrastructureNY$185,000–$250,000 / yearIn the Telecom & Digital Infrastructure group, our Associates work across many verticals, including broadband and network infrastructure, data centers and cloud infrastructure, managed services, satellites, wireless infrastructure and digital infrastructure services. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Associate - Healthcare Lazard IncAssociate - HealthcareNY$185,000–$250,000 / yearVarious factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. We 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.
Vice President - Healthcare Services Lazard IncVice President - Healthcare ServicesNY$250,000–$275,000 / 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. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Assistant Finance Controller HartzAssistant Finance ControllerSecaucus, NJ$150,000–$165,000 / yearLead monthly manufacturing and supply chain meetings with operations teams and leadership to support the growth of the business and share key cost findings. Work cross functionally with Manufacturing Operations and Supply Chain on key operational projects and cost accounting requirements.
Regional Operations and Service Analyst Rockefeller Capital ManagementRegional Operations and Service AnalystNew York, New York$75,000–$85,000 / yearFull timeOriginally 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. Partner with Private Advisors and team members on a wide range of operational needs, special projects, and ad hoc requests, serving as a reliable and resourceful extension of the regional leadership team.
NewValuation Analyst Initio CapitalValuation AnalystNew York, NY$145,000–$185,000It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career valuation and financial advisory roles. Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer).
Business Valuation Officer Career Launch AIBusiness Valuation OfficerNew York, NY$100,000–$150,000A valuation advisory firm, investment bank, accounting firm, or corporate finance group may seek a Business Valuation Officer to support enterprise valuation, transaction analysis, and financial advisory engagements . This Business Valuation Officer description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
Senior Research Analyst - Private Company Research, Space & Defense Tech JPMorgan Chase Bank, N.A.Senior Research Analyst - Private Company Research, Space & Defense TechNew York, NYFull timeProducing and marketing differentiated company notes and sector pieces, alongside the ability to successfully build relationships with industry investors, experts, management teams and internal stakeholders will be central to success in this role. 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.
Director of Strategic Finance & Investment Strategy Mozilla CorpDirector of Strategic Finance & Investment StrategyNYRemote$217,000–$289,000 / yearMaster of Financial Modeling: Exceptional ability to build complex, scalable, and intuitive risk-adjusted financial models from scratch to evaluate partnerships, macro trends, and multi-year scenarios (ideally has utilized different AI tools in financial modeling). Executive Advisory: Act as a trusted financial advisor to senior leadership and business unit heads, distilling complex strategic data, financial models, and portfolio performance into concise, strategic narratives for board meetings and executive reviews.
Director - Financial Due Diligence - TMT RSM US LLPDirector - Financial Due Diligence - TMTNY$151,200–$304,200 / yearResponsibilities: Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers. Our Deal Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Director - Financial Due Diligence - Healthcare RSM US LLPDirector - Financial Due Diligence - HealthcareNY$151,200–$304,200 / yearResponsibilities: Deal Services Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers. Our Deal Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Investment Banking Associate - Healthcare Citigroup IncInvestment Banking Associate - HealthcareNY$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.
Director - Life Sciences Advisory - Commercial GuidehouseDirector - Life Sciences Advisory - CommercialNew York, NY$206,000–$343,000 / yearGuidehouse's Life Sciences practice is an engine of innovation, helping pharmaceutical, biotech, medical device, and diagnostic companies develop custom solutions that tackle today's challenges, while anticipating tomorrow's. Proven track record generating revenues with existing clients demonstrating a passion for developing high value client relationships and executing on an account penetration strategy that results in account growth directly or indirectly.
Family Office Services Analyst - Lazard Wealth Lazard IncFamily Office Services Analyst - Lazard WealthNY$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.
Financial Analyst New York Institute of TechnologyFinancial AnalystOld Westbury, New YorkOverview: New York Institute of Technology's six schools and colleges offer undergraduate, graduate, doctoral, and professional degree programs in in-demand disciplines including computer science, data science, and cybersecurity; biology, health professions, and medicine; architecture and design; engineering; IT and digital technologies; management; and energy and sustainability. New York Tech considers factors such as (but not limited to) scope and responsibilities of the position, candidate experience/expertise, education/training, key skills, geographic location, internal peer equity as well as market, organizational considerations and/or applicable collective bargaining agreement when extending an offer.
Sr Financial Analyst (Governmental Reimbursement) NYU Langone HealthSr Financial Analyst (Governmental Reimbursement)New York, NY$84,577.92–$86,100Full timeIn this role, the successful candidate with the Decision Support, Strategy & Governmental Reimbursement Team (DSS & Gov) Overview: The Decision Support team is an essential asset to the health system, providing Cost Accounting, benchmarking, regulatory reimbursement, and analytical services to inform sound business decisions across the institution. The SFA will collaborate cross-functionally with Finance, Revenue Cycle, Treasury, and clinical departments to optimize reimbursement outcomes while maintaining strict compliance with applicable federal and state regulations.
Treasury Manager II Kroll, LLCTreasury Manager IIMorristown, NJFull timeThe Treasury Manager II partners closely with Accounting, FP&A, Tax, and external financial institutions to ensure efficient and compliant treasury operations. This role oversees daily treasury operations while supporting strategic initiatives related to capital structure, funding, and risk management.
Senior Associate, Transfer Pricing Kroll, LLCSenior Associate, Transfer PricingNY$70,000–$150,000 / yearWe are seeking a Senior Associate to join our Transfer Pricing team, offering the opportunity to influence client business decisions, engage directly with senior practitioners, and build deep commercial and economic expertise within a collaborative and flexible team culture. Responsibilities: Lead day-to-day efforts on client engagements involving the development and delivery of innovative transfer pricing strategies which address a broad spectrum of economic issues.
NewTransaction Execution Analyst Career Launch AITransaction Execution AnalystNew York, NY$100,000–$150,000A leading middle-market investment bank or advisory firm may seek a Transaction Execution Analyst to support clients in M&A, capital raises, divestitures, and restructuring transactions . This Transaction Execution Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
Senior Consultant Office of CFO Advisory FTI Consulting IncSenior Consultant Office of CFO AdvisoryNew York, NYIn FTI Consulting's Corporate Finance organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. The Senior Consultant will collaborate with various teams and help support and execute client engagements by: Developing knowledge management, including tools, methodologies, reports, models, work plans, checklists and processes.
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.
Field CTO - Financial Services Celonis SEField CTO - Financial ServicesNew York, NY$191,000–$255,000 / yearWe enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate - unlocking billions in value. The qualifications you need: Experience: 15 to 20 years of relevant experience, ideally having served as a CTO at a consulting firm, as Field CTO at a software vendor, or Director/VP of Enterprise Architecture within a major corporation.
Investment Banker - ECM - Financial Institutions - VP Or Director Citigroup Inc.Investment Banker - ECM - Financial Institutions - VP Or DirectorNew York, NY$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Equity Capital Markets Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeParamus, New JerseyUS - CT - Greenwich - 55 Railroad Ave - Plaza 55 (CT1010), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Florham Park - 500 Campus Dr - Morristown (NJ6520), US - NJ - Paramus - 115 W CENTURY RD - COUNTRY CLUB PLAZA (NJ2652), US - NY - Albany - 69 STATE ST (NY6100), US - NY - Buffalo - 10 FOUNTAIN PLZ (NY7101), US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - NY - Rochester - 75 S CLINTON AVE (NY7508), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537). Key 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.
Treasury Transformation Manager - Kyriba Deloitte Touche Tohmatsu LtdTreasury Transformation Manager - KyribaCT$134,100–$265,100 / yearAs a Kyriba Treasury Manager on the Controllership and Treasury Transformation team, you will be responsible for leading treasury transformation engagements, advising clients on treasury technology strategy, and delivering Kyriba-enabled solutions. Lead teams delivering treasury technology services, including treasury information technology strategy, bank connectivity strategy, vendor selection, process design, and treasury management system implementation.
Kyriba Treasury Transformation Senior Consultant Deloitte Touche Tohmatsu LtdKyriba Treasury Transformation Senior ConsultantNY$110,700–$218,300 / yearSupport engagements involving treasury information technology strategy, bank connectivity, Society for Worldwide Interbank Financial Telecommunications (SWIFT), multibank reporting, process enhancements, vendor selection, and treasury management system implementation. As a Kyriba Treasury Transformation Senior Consultant on the Controllership and Treasury Transformation team, you will be responsible for supporting treasury transformation engagements and delivering Kyriba-enabled solutions for clients.
Profitability & Costing Manager Deloitte Touche Tohmatsu LtdProfitability & Costing ManagerJersey City, NJ$193,700–$322,900 / year4+ years of experience working with and managing data sets, including extracting and merging data from source systems, transforming data, and performing descriptive analytics; 3+ years of experience with SAP BW/4HANA, native SAP HANA modeling, or SAP Profitability and Performance Management; experience with SAP S/4HANA or Oracle Profitability Cost Management (PCM). 5+ years of direct people management experience leading teams on complex projects; 4+ years of experience overseeing multiple project teams, leading change initiatives in a project management role, and managing project or resource budgets.
Profitability & Costing Senior Manager Deloitte Touche Tohmatsu LtdProfitability & Costing Senior ManagerNJ$193,700–$322,900 / year4+ years of experience working with and managing data sets, including extracting and merging data from source systems, transforming data, and performing descriptive analytics; 3+ years of experience with SAP BW/4HANA, native SAP HANA modeling, or SAP Profitability and Performance Management; experience with SAP S/4HANA or Oracle Profitability Cost Management (PCM). 5+ years of direct people management experience leading teams on complex projects; 4+ years of experience overseeing multiple project teams, leading change initiatives in a project management role, and managing project or resource budgets.
Accounting And Finance Consulting Senior Associate (Gaming And Hospitality) RSMAccounting And Finance Consulting Senior Associate (Gaming And Hospitality)New York, NY$69,800–$132,000 / yearActively participate with engagement team and function as an in-charge and go-live lead, facilitating fieldwork by monitoring and reporting regarding productivity and adherence to work plan schedules on assignments as well as critically solve client and adoption challenges. Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE and reconciliations as needed.
Kearney Principal Private Equity & Principal Investors PEPI - Restructuring & Special Situations A.T. Kearney IncKearney Principal Private Equity & Principal Investors PEPI - Restructuring & Special SituationsNew York, NY$245,000–$270,000 / yearAs a Principal within Kearney's Private Equity & Principal Investors (PEPI) practice, you will help build and grow a market-leading restructuring, turnaround, and special situations capability serving private equity sponsors, private credit investors, lenders, Fortune 500 companies, boards, and executive leadership teams. Consulting executive: Significant Principal-level experience leading restructuring, turnaround, distressed transformation, special situations, or private credit advisory engagements within a leading consulting or restructuring advisory firm, with demonstrated market traction.
Capital Projects Technical Senior Consultant - Procore Deloitte Touche Tohmatsu LtdCapital Projects Technical Senior Consultant - ProcoreNY$110,700–$218,300 / yearFrom strategy to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them navigate new challenges, avoid financial pitfalls, and provide practical solutions at every stage of their journey-before, during, and after any major transformational projects or transactions.
Kearney Associate Private Equity & Principal Investors PEPI - Restructuring & Special Situations A.T. Kearney IncKearney Associate Private Equity & Principal Investors PEPI - Restructuring & Special SituationsNew York, NY$188,000–$194,000 / yearThis is an exciting opportunity to join one of Kearney's fastest-growing capabilities at the intersection of restructuring, turnaround, special situations, and private capital while helping clients solve complex business challenges and build one of Kearney's newest and most differentiated practices. Our work focuses on helping clients stabilize performance, improve liquidity, preserve enterprise value, and execute operational turnarounds across large enterprises and middle-market businesses.
Kearney Manager Private Equity & Principal Investors PEPI - Restructuring & Special Situations A.T. Kearney IncKearney Manager Private Equity & Principal Investors PEPI - Restructuring & Special SituationsNew York, NY$212,000–$235,000 / yearThis is an exciting opportunity to play a leadership role in one of Kearney's fastest-growing capabilities at the intersection of restructuring, turnaround, special situations, and private capital while helping build a differentiated advisory platform serving investors and corporate clients. Consulting leader: Manager-level experience leading restructuring, turnaround, distressed transformation, special situations, or private credit engagements within a leading consulting or restructuring advisory firm.
NewFinancial Analyst, FP&A and Systems MLB NetworkFinancial Analyst, FP&A and SystemsSecaucus, New Jersey$90,000–$100,000 / yearDevelop working knowledge of MLB Network’s lines of business, including Outside Production partnerships, local media, and workforce economics, and take ownership of the financial analysis supporting each area. Cutting-edge technology is used to create MLB Network's Emmy Award-winning programming via roles in live studio and remote production, operations, engineering, media management, creative services, social media and others.
Senior Banker - East Fordham Road and Valentine Avenue Financial Center - Spanish Required Bank of AmericaSenior Banker - East Fordham Road and Valentine Avenue Financial Center - Spanish RequiredNew York City, New YorkPartners 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. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Senior Banker II - Park Slope 7th Avenue Financial Center Bank of AmericaSenior Banker II - Park Slope 7th Avenue Financial CenterBrooklyn, New YorkPartners 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).
Financial Solutions Advisor - Bergen East Market Bank of AmericaFinancial Solutions Advisor - Bergen East MarketJersey City, New JerseyKey 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 MarketNY$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.
NewMerrill Advisor Development Program - Financial Advisor: Morristown Short Hills Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Morristown Short Hills MarketFlorham Park, NJ$80,000–$90,000 / yearOur 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor - Livingston - Northfield Bank of America CorpFinancial Solutions Advisor - Livingston - NorthfieldLivingston, NJ$70,000–$80,000 / yearKey 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. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•