Financial Advisor Northwestern MutualFinancial AdvisorPoughkeepsie, New York$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Personal Financial Counselor, PFC, Newburgh, NY Magellan Health IncPersonal Financial Counselor, PFC, Newburgh, NYNewburgh, NYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
NewFinancial Advisor- Great Barrington, Massachusetts TD BankFinancial Advisor- Great Barrington, MassachusettsGreat Barrington, MassachusettsEnsures 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- Great Barrington, Massachusetts The Toronto-Dominion BankFinancial Advisor- Great Barrington, MassachusettsGreat Barrington, MA$72,280–$108,160 / 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.
Private Client Advisor KeyCorpPrivate Client AdvisorBrewster, NYRemoteFINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required). Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
Sr. Loan Officer/Team Leader - CT LeadlingSr. Loan Officer/Team Leader - CTDanbury, CT$100,000–$300,000Building and managing realtor referral partnerships using the Leadling CRM, including lead pipeline management, automated follow-up, co-marketing, and landing page/funnel creation. As part of our dynamic mortgage lending division, you will benefit from robust operational support and access to the Leadling CRM and business development system, empowering you to grow realtor referrals and scale your team.
Sr. Loan Officer/Team Leader - CT FairWorld MortgageSr. Loan Officer/Team Leader - CTDanbury, Connecticut$100,000–$300,000 / yearBuilding and managing realtor referral partnerships using the Leadling CRM, including lead pipeline management, automated follow-up, co-marketing, and landing page/funnel creation. As part of our dynamic mortgage lending division, you will benefit from robust operational support and access to the Leadling CRM and business development system, empowering you to grow realtor referrals and scale your team.
Space Data Management/CAD Specialist Jones Lang LaSalle IncSpace Data Management/CAD SpecialistPoughkeepsie, NYKey responsibilities include: To be successful in this role, you should be able to ensure accurate reporting of information, and foster critical relationships between various individuals and organizations communication channels will exist with: Corporate Real Estate to review and resolve planning forecast requirements, concerns and issues; Business Unit leadership to collect headcount forecasts and resolve headcount forecast discrepancies between leadership's numbers and those collected at the group level; Corporate Finance group to gather top-down headcount and growth projections; Project management to review planning strategies that drive construction projects and support implementation of these projects; Key partner for move coordination and facility management teams assisting with move and space processes and implementation request as well as updates to space data and conduct facility audits; Assist other members of the occupancy planning team to ensure cross campus/portfolio strategy plans are developed. You'll be charged with assembling, updating and reporting the top-down and bottoms-up data projections collected at the group-level for an annual planning horizon and work with the client to reconcile discrepancies from top-down projections, as well as track and report actual seat demand at the group level.
Interior Design Sales Professional Ethan Allen Interiors IncInterior Design Sales ProfessionalDanbury, CT$70,000–$115,000 / yearDesign Consultants will be measured based on performance categories (teamwork, customer service, communication skills, decision making, project development, presentation, and technical skills) and benchmarks (Minimum Monthly Sales, Home Calls, Accent Sales, Softgood Sales, Be-Backs, PI, Close Ratio and Ethan Allen Trade Program) that contribute to the success of the Design Center as well as their own individual success. Must be skilled in the use of social media such as blogs, micro-blogs, on-line forum, content sharing web sites and other digital channels established for on-line interaction and connection to promote Ethan Allen's brand as outlined in Ethan Allen's Social Media Policy.