NewNY Partner/Senior Associate: Financial services litigation/securities/FINRA KeyStaffNY Partner/Senior Associate: Financial services litigation/securities/FINRANew York, NY$200,000–$250,000 / yearCompensation: • Partner-level compensation ranging from $200,000–$250,000+, depending on experience. and portable business. Our client is seeking a Senior Attorney or Partner to join their New York office with a focus.
NewManaging Director - Financial Services Integrated Financial ConceptsManaging Director - Financial ServicesRoseland, NJ$100,000–$200,000 / yearYou'll benefit from a robust support system, allowing you to focus on high-impact activities such as client meetings, business development, and team coaching. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridNew York, NY$150,000–$250,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewSenior Associate Financial Due Diligence JobotSenior Associate Financial Due DiligenceNew York, NYRemote$120,000–$145,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.
NewTax Manager – Financial Services (cpa firm) - Hybrid CPA firmTax Manager – Financial Services (cpa firm) - HybridNew York, NY$125,000–$195,000 / yearThis individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise. The Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals.
NewFinancial Services Professional (Hybrid) New York LifeFinancial Services Professional (Hybrid)Edison, NJIt is about having a serious conversation, asking the right questions, understanding your goals, and deciding together whether this path fits your future, your work ethic, your family priorities, and the life you want to build.\n\nWe look for individuals with strong communication skills, professionalism, coachability, leadership potential, and the desire to build a long-term career around relationships, trust, impact, and growth. Our Edison office is focused on developing career-minded professionals through training, mentorship, licensing support, leadership development, and long-term career growth.\n\nWe approach recruiting differently.
NewPatient Financial Services AxelonPatient Financial ServicesNew York, NY$30–$35 / hourProcess all Medicare, Medicaid, and company payments for participating hospitals through electronic remittance processing software. Obtain and verify insurance coverage by interviewing patients, families, and employers, and verifying with insurance companies.
NewAssociate Financial Advisor New York Life - UniondaleAssociate Financial AdvisorUniondale, NYResponsibilities: Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
NewFinancial Consultant Partner - Manhasset, NY Charles SchwabFinancial Consultant Partner - Manhasset, NYManhasset, NYYou’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool.
NewFinancial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$65,000–$132,000 / yearBecoming 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.
NewFinancial Advisor | Path to Partnership Voya Financial - ElmsfordFinancial Advisor | Path to PartnershipNew York, NY$70,000–$85,000 / yearOur mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals. This position begins with financing, and a salary that lasts for one to three years, alongside commissions, and a clear pathway to building and acquiring your own book of business.
NewPersonal Financial Planner Strategies for WealthPersonal Financial PlannerNew York, NY$90,000–$100,000 / yearTraining and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client. Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management.
NewChief Financial Officer Kforce Inc.Chief Financial OfficerNew York, NY$275,000–$325,000Kforce's client, a NYC based mid-sized size law firm dedicated to providing exceptional legal services, seeks a Chief Financial Officer in New York, NY. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewManager / Director Transaction Services (M&A) Kforce Inc.Manager / Director Transaction Services (M&A)Babylon, NY$75,000–$120,000Kforce's client, a well-respected Long Island, NY based CPA firm, is seeking a Manager/Director Transaction Services (M&A) to join their expanding practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewFinancial Advisor (Insurance & Wealth Management) Northwestern MutualFinancial Advisor (Insurance & Wealth Management)Stamford, CTAs a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. With $378 billion in assets, $38 billion in revenue, and more than $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 5.1 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.
NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)Short Hills, NJ$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial Expert (Tax) IntuitFinancial Expert (Tax)Syosset, NY$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewEntry-Level Financial Specialist New York Life-NJ General OfficeEntry-Level Financial SpecialistNewark, NJ$60,000–$90,000 / yearAct as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects. Our company, with its rich 180+ year history and a reputation for excellence, offers a supportive environment where you can grow your career while making a real difference in people's lives.
NewFinancial Planner NYL - MelvilleFinancial PlannerMelville, NYGather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
NewCorporate Associate - ECVC (3+ Yrs Exp) JobotCorporate Associate - ECVC (3+ Yrs Exp)New York, NY$250,000–$400,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate brings strong transactional experience, enjoys running deals, and is comfortable taking ownership of client matters while helping mentor junior team members.