creatorId

ONSITE

FULL_TIME

PERMANENT

jobPosting hiringOrganization as json hashed.

YEAR

Financial Advisor

Bellinghausen and Associates, a private wealth advisory practice of Ameriprise Financial Services is seeking to hire a Client Service Specialist Associate Financial Advisor to join our team in Richardson, Texas. The Client Service Specialist will provide general and specialized operations/administrative support as required by...

ACTIVE

BONUS

Bellinghausen and Associates, a private wealth advisory practice of Ameriprise Financial Services is seeking to hire a Client Service Specialist Associate Financial Advisor to join our team in Richardson, Texas. The Client Service Specialist will provide general and specialized operations/administrative support as required by by Mr. Bellinghausen to service his top clients. The client experience and relationship model will be used as the metric for all execution and support. This person will assist in gathering and analyzing client data, helping prepare financial plans, working with clients to process transactions and trades and any other support needed to ensure an exceptional service experience.

2221 Lakeside Blvd, Richardson, TX 75082, USA

With the right company, life can Be Brilliant®. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Bellinghausen & Associates a private wealth advisory practice of Ameriprise Financial Services

Associate Financial Advisor/Paraplanner - Client Service

Series 7

Financial Planning

Mutual Funds

Stock Market

Retirement Planning

Fixed Assets

Securities

Series 66 (or 65 & 63)

Group 1

location_0_addressRegionName

location_0_addressCountryName

Medical, Dental and Vision

Long Term Disability

Retirement / Pension Plans

401K

ADAPTED_NOW

New York Life Insurance Company is currently seeking managers to become part of our Fast-Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. A New York Life Partner’s responsibility include the successful recruiting AND development of a ...

New York Life Insurance Company is currently seeking managers to become part of our Fast-Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. A New York Life Partner’s responsibility include the successful recruiting AND development of a team of salespeople, who would enjoy:<ul><li>Comprehensive professional training</li><li>Competitive benefits</li><li>Pension Plan* (subject to eligibility requirements)</li><li>Significant income potential</li><li>The opportunity to work for a Fortune 100 company</li></ul>By joining New York Life as a Partner, your ability to become promoted to a Senior Partner or Managing Partner is determined based upon objective criteria.Manager Requirements:<ul><li>Life and Health License required</li><li>Series 6 or 7 and Series 63 required</li><li>Previous experience in Financial Services industry required</li><li>Previous experience in Insurance industry required</li><li>Previous sales experience required</li><li>Previously manage a team of individuals required</li><li>Knowledge of cultural markets a plus</li><li>Bilingual Speaking Spanish, Portuguese, another a plus</li><li>College Degree required</li></ul>If you are:<ul><li>highly motivated</li><li>goal oriented</li><li>a strong communicator</li><li>organized</li><li>seeking a rewarding and challenging career</li></ul>We would like to learn more about you.If you are interested in this management opportunity, please contact Shary Fernandez by scheduling a meeting here:  <a href="https://calendly.com/sfernandez-nyl/first-interview-1?month=2021-11" rel="nofollow nofollow">https://calendly.com/sfernandez-nyl/first-interview-1?month=2021-11</a>About UsNew York Life’s mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions.We act in integrity and humanity in all our interactions with our policy owners, business partner and one another. Ground in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Our promise? To work with you to build a strong financial future.We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.We’re a lot like the clients we serve. Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So, when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For over 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.*New York Life reserves the right to amend or terminate any benefit plan at any time.New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender IdentityNew York Life 51 Madison Ave, New York, NY 10010

There are few Fortune 100 companies as renowned as we are for our diverse culture, training, and career opportunities. So it should not be surprising that when you work at New York Life—whether as an agent or one of our valued corporate employees—you’re backed by unyielding support, development, and resources. Start here to discover the right career track for you.

New York Life Insurance Company

monster

Life Insurance

INTEGRATED

UNKNOWN

Asset Management

IT Asset Manager- Senior6 month contact- will extend 100% RemoteKnowledge:Progressive knowledge pertaining to concepts and principles in functional area, in this case, hardware and software IT asset management.General knowledge of department/business lines, client’s system operations, policies, procedures and technologies.Adv...

https://www.youtube.com/watch?v=LuxOkFo--yU

IT Asset Manager- Senior6 month contact- will extend 100% RemoteKnowledge:<ul><li>Progressive knowledge pertaining to concepts and principles in functional area, in this case, hardware and software IT asset management.</li><li>General knowledge of department/business lines, client’s system operations, policies, procedures and technologies.</li><li>Advanced experience interpreting contracts and relationships to maximize value creation and costs for software licensing, maintenance, and service offerings. Experience identifying savings opportunities for renewals, software licensing, and services.</li><li>Strong interpersonal, negotiation, creativity, attention to detail, and oral and written communications skills tailored for the intended audience.</li><li>Responsible for understanding and applying risk management discipline in decision making and contributing to his or her function’s risk management.</li><li>Works under direction with infrequent checks; follows established methods and clear-cut policy.</li></ul>Requirements:<ul><li>Bachelor's Degree or equivalent experience with 9+ years of relevant work experience.</li><li>Enterprise IT asset management experience preferred. Experience utilizing the ServiceNow Hardware Asset Management Pro and/or Software Asset Management Pro modules strongly desired.</li><li>IAITAM Hardware and/or Software certification (or equivalent)</li></ul> Responsibilities:<ul><li>Provides research and analysis of technical data and problems, processes, policies, and standards of varying complexity to develop recommendations to solve problems and issues related to technical operations.</li><li>Design and execute asset management policies, procedures and processes. Provides guidance in identifying, evaluating and developing processes and procedures that are effective and meet requirements.</li><li>Verify software deployment data by combination of discussions with the line of business owners and leveraging of software discovery tools, identifying under-deployments for potential cost savings and over-deployments that require the acquisition of additional rights.</li><li>Provides reporting and analysis to assist in executing solutions and may provide consultation to clients, colleagues and management.</li><li>Participates in cross-functional linked teams to maintain IT asset management tooling and address technical or systems issues.</li><li>Determines best practices and suggests how to improve current practices.</li><li>The aforementioned responsibilities and job duties for this role will be applied specifically to IT asset management (ITAM) capabilities across the client’s system. </li></ul>Principal Duties and Responsibilities:<ul><li>Performs complex analysis of business issues utilizing established methodology and tools within IT asset management.</li><li>Works with the clients and other resources to assess current ITAM capabilities, identify customer needs and recommends business process improvements within technology areas.</li><li>Provides some complex support and collaboration in completing analysis, providing ad-hoc reports, information or process mapping, and/or alignment of the business and related resources.</li><li>Contributes to and participates in process improvement and solution discussions and may present outcomes in written and verbal format to senior management.</li><li>Develops and designs new business processes and the elaboration and updating of existing business processes within technology areas.</li><li>Participates in cross-functional team initiatives and process improvement projects within technology areas.</li><li>Performs other related duties as assigned.</li></ul>         EEO EmployerApex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at mailTo:employeeservices@apexsystemsinc.com or 844-463-6178.

Apex Systems, a segment of ASGN Inc. (NYSE: ASGN), is a technology services business that delivers emerging technology solutions to bring our clients digital visions to life. Apex has presence in over 70 markets across US, Canada and Mexico. Our consultants work with all types of companies throughout all industries, including more than 300 of the Fortune 500 companies. Are you an innovator with high standards who wants to help shape the world? We want you! Learn more about how to find your purpose with Apex, visit www.apexsystems.com.
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at <a>employeeservices@apexsystems.com</a> or 844-463-6178.

Apex Systems

Sr. Asset Management Advisor

Financial Consultant

FinanceManager/Consultant– one of the largest in their industry!About the Company and Opportunity:Company is a multi-billion healthcare organization heavily based in the Orlando marketThis Finance Manager/Consultant position is reporting directly to the Finance DirectorThis organization is one of the areas largest employersTh...

FinanceManager/Consultant– one of the largest in their industry!About the Company and Opportunity:<ul><li>Company is a multi-billion healthcare organization heavily based in the Orlando market</li><li>This Finance Manager/Consultant position is reporting directly to the Finance Director</li><li>This organization is one of the areas largest employers</li><li>This company is one of the largest in their industry in Orlando and gives back to the community through charity events, programs, and services</li><li>Dynamic and visionary company looking for aFinance Manager/Consultant</li><li>Strong compensation and benefits</li><li>If you are looking to work with an innovative company, this could be theFinance Manager/Consultantopportunity for you!</li></ul>Overview of theFinance Manager/Consultantrole:<ul><li>ThisFinance Manager/Consultantreports directly to the Finance Director</li><li>Responsible for everything related to corporate finance including budgeting/forecasting, preparing reports for upper management, and interpreting reports with leaders</li><li>Must feel comfortable in Excel</li><li>This role will not be overseeing anyone</li></ul>Preferred Qualifications for theFinance Manager/Consultant:<ul><li>Bachelor’s degree in Finance</li><li>3+ year experience in the Healthcare industry</li><li>Experience with FP&A</li></ul>

Creative Financial Staffing (CFS) is one of the world’s largest, privately owned accounting and financial placement companies. Since our founding in 1994, CFS has established numerous offices in the United States and the Caribbean.
The greatest single value added advantage that we bring to the table is our unique association with professional accounting firms. All professionals must meet CPA firm standards. We test all candidates based upon their level of experience and specialty, verify employment histories and technical capabilities, and if requested, CFS can accommodate any drug screening or criminal background investigation.

Creative Financial Staffing

Finance Consultant

CF Staffing

Paid Holidays

Financial Analyst

Investment bank in Phoenix, AZ is seeking to hire a Financial Analyst. The financial analyst will provide real time financial analytics assistance to bankers/consultants in support of client projects. Responsibilities ● Create high-quality company profiles, comparable analysis, precedent transaction analysis, benchmarking fina...

Investment bank in Phoenix, AZ is seeking to hire a Financial Analyst.  The financial analyst will provide real time financial analytics assistance to bankers/consultants in support of client projects.   Responsibilities ● Create high-quality company profiles, comparable analysis, precedent transaction analysis, benchmarking financials, company and industry analysis reports, and newsletters ● Understand basic modeling tenets and build, maintain/populate financial models for the client ● Methodical analysis of data and convert complex data in a simple, readable format to enable decision making ● Enable servicing of customized client requests and service requests of customers ● Ensure clear and consistent communication channels are followed with clients and the team ● Document workflow processes extensively which would also serve as a training guide ● Ensure the consistency and quality of final deliverables to the client ● Prepare an article per quarter to be shared with the team from a topic of interest in capital markets/ industry sectors being tracked/ macroeconomic ● Be proactive and resolve team issues by reaching out to various departments   Skills and Experience required ● 4-5 years of experience in investment banking or equity research firm or successful completion of a year as a Research Associate preferred ● Masters in Finance or similar degree preferred ● Technical know-how in MS Office Suite, specifically advanced skills in Excel and PowerPoint <div><a href="https://www.worknowandwin.com" rel="nofollow noopener noreferrer" target="_blank"></a></div> <div style="border:2px solid #eaeaea;border-radius:5px;padding:0px 10px"><h3>About Staffmark</h3> Staffmark is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Staffmark is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment. All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations. </div>

Let’s find your next job – together. Whether you’re looking for temporary work or a direct-hire job, Staffmark will connect you to an opportunity that closely matches your interests and skills. Staffmark is a proud member of Staffmark Group, an award-winning family of staffing brands with a national network of 450+ offices. We connect over 250,000 people to jobs each year, and we’re ready to put this expertise to work for you! Learn more at www.staffmark.com.

Staffmark

job summary: Randstad is seeking a SAP Asset Management Consultant in support of a Federal program. 100% remote. location: BETHESDA, Maryland job type: Contract salary: $90 - 100 per hour work hours: 8am to 4pm education: Bachelors responsibilities: Provide AM expertise to confirm/develop/test business requirements in support of up...

https://www.youtube.com/watch?v=aV0cEhLLbi4

job summary: Randstad is seeking a SAP Asset Management Consultant in support of a Federal program. 100% remote.   location: BETHESDA, Maryland job type: Contract salary: $90 - 100 per hour work hours: 8am to 4pm education: Bachelors   responsibilities: <ul><li>Provide AM expertise to confirm/develop/test business requirements in support of upgrade</li><li>Provide configuration, data migration, interface, and functional support as necessary;</li><li>Lead design of AM interfaces, conversion programs, reports, and enhancements;</li><li>Develop and maintain systems documentation including business process procedures, functional design specifications, process flows, and test cases; </li><li>Support development of training work products and respond to trainer questions;</li><li>Define user authorization requirements; </li><li>Provide help desk support, assisting and resolving end user support problems, resolving AM defects ('break/fix'), analyzing proposed improvements or changes to the Navy ERP AM solution and system; and </li><li>Prepare/conduct briefings, demos or training sessions as needed. </li></ul>  qualifications: <ul><li>Experience level: Experienced</li><li>Minimum 8 years of experience</li><li>Education: Bachelors</li></ul>  skills: <ul><li>SAP</li></ul> For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information. Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Randstad was founded in 1960 by Frits Goldschmeding. We've never let go of his passion or the values that he established. By staying true to those fundamentals, we've expanded to represent more than 90 percent of the HR services market.We provide outsourcing, staffing, consulting and workforce solutions within the areas of engineering, accounting and finance, healthcare, human resources, IT, legal, life sciences, manufacturing and logistics, office and administration and sales and marketing. We can’t wait to tell you all about it.Our mission is to be a world leader in matching demand for, and supply of, labor and HR services. We believe in the value of work as a unifying force that shapes society for the better. We live by the core values established early in our company's history: to know, serve and trust, striving for perfection and simultaneous promotion of all interests.

Randstad USA

SAP Asset Management Consultant

Randstad Technologies

OFFSITE

Universal Banker

UNIVERSAL BANKER Heritage Community Credit Union has an opening for a Universal Banker (Gold River In Store) who is a highly motivated, dynamic, and service individual to join Our Winning Team in the Sacramento area. A successful Universal Banker is focused on building relationships with our members and offering our products ...

<div><div><div><div><div><div>UNIVERSAL BANKER Heritage Community Credit Union has an opening for a Universal Banker (Gold River In Store) who is a highly motivated, dynamic, and service individual to join Our Winning Team in the Sacramento area. A successful Universal Banker is focused on building relationships with our members and offering our products and services to help improve their financial lives. At Heritage Community Credit Union, our members are the sole reason of our existence!QUALIFICATIONS: One-year financial background and one year sales experience is preferred along with a passion for delivering a first-class service experience for our members. An ideal Universal Banker will have flexibility with scheduling including Saturdays and provide excellent member service to build member relationships and effectively cross sell credit union products and services.If you are a highly motivated individual that possesses a can-do attitude, a collaborative spirit and is willing to go the extra mile for our members; we would love to hear from you. Pay starting at $17.50, negotiable with experience.BENEFITS: We offer competitive wages, incentives, great benefits (Medical, Dental, Vision, Life Insurance, plus many more), 401(k), paid vacation, a friendly staff and pleasant work environment. If you are interested in this opportunity, please apply and provide your resume. For more information about our credit union, see <a href="http://www.heritageccu.com/" rel="nofollow noopener noreferrer" target="_self">www.heritageccu.com</a>. EOE.</div></div></div></div></div></div> PI152219705

Heritage Community Credit Union

JobTarget

Banker

The Relationship Banker is responsible for all customer service duties, sales, and relationship management activities while reaching or exceeding established goals. The Relationship Banker masters the delivery process and possesses full knowledge of the Bank's products and services, thereby developing customer relationships b...

The Relationship Banker is responsible for all customer service duties, sales, and relationship management activities while reaching or exceeding established goals. The Relationship Banker masters the delivery process and possesses full knowledge of the Bank's products and services, thereby developing customer relationships by performing the following essential functions.ESSENTIAL FUNCTIONS<ol><li>Maintains a thorough knowledge of all American National Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.</li><li>Continually demonstrates a helpful, professional, friendly attitude and is committed to the high customer service standards expected at American National Bank.</li><li>Serves as customers' single point of contact on all American National Bank products and services.</li><li>Identifies and matches customer product needs with American National Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.</li><li>Follows proper procedures accurately and efficiently for all customer-servicing activities performed.</li><li>Consistently meets performance goals and actively participates in all sales campaigns.</li><li>Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.</li><li>Ensures that branch adheres to all the Bank safe deposit box operational procedures.</li><li>Services customers by processing a variety of transactions quickly with minimal or no errors according to established American National Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; accepting and process payments for loans and other services.</li><li>Issues cashier's checks and process coin, assessing appropriate fees for all services.</li><li>Verifies all transactions, places holds as appropriate and proofs cash drawer upon completion of assigned shift to ensure compliance with American National Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.</li><li>Assists with ATM balancing procedures and night deposit procedures daily.</li><li>Performs security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.</li><li>Retains existing customers and develops new customer relationships.</li><li>Implements all sales strategies, including new products and services developed by management.</li><li>Handles customer complaints or questions and determines whether manager input is needed.</li><li>Participates in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor.</li><li>Works in a team setting on various projects including employee contests, sales programs, etc.</li><li>Adheres to established standards, policies and procedures.</li><li>Delivers strong community visibility.</li><li>Assists branch management and peers with administrative duties.</li><li>Variable Hours Monday-Friday to cover business needs. May be required to work Saturday hours for specific markets. Regularly 40 hours with overtime possible. Shifts may begin as early as 7:40am and end as late as 6:30pm depending on location. Multiple locations may be assigned within a day or week as business needs dictate.</li><li>Must be able to drive and possess a current driver's license.</li><li>Must successfully complete required training.</li><li>Performs other duties as assigned.</li></ol> <ol><li>Self-development: pursues additional education to improve knowledge as it relates to the position, compliance, and the Bank in general. Acceptable sources of continuing training and education are seminars, industry conferences, approved e-learning courses, in-house programs, or selected vendor programs.</li><li>Working knowledge of Microsoft office products</li><li>Experience mastering job specific software and hardware components</li><li>Customer confidentiality</li><li>Passion for customer service with professional etiquette</li><li>Excellent verbal and written communication skills</li><li>Proven sales skills</li></ol>PHYSICAL DEMANDS<ol><li>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</li><li>While performing the duties of this job, the employee is regularly required to stand; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to stop, kneel or crouch.</li><li>The employee must occasionally lift and/or move up to 50 pounds.</li><li>Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.</li><li>The noise level in the work environment is usually moderate.</li></ol>EDUCATION AND EXPERIENCE<ol><li>High school diploma or general education degree (GED) required.</li><li>Bachelor's Degree (B.A.) from a four-year college or university preferred.</li><li>1 year of business or retail experience required.</li></ol>The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.American National Bank is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.PM21 PI152223317

American National Bank and Trust Company

Relationship Banker - Danville

Tuition Reimbursement

Free Food and Coffee

Vacation/paid time off

Professional Development

Flexible Spending Accounts

Donation-Matching Program

Prescription Drug Coverage

Gym Memberships

Performance bonus

Maternity/Paternity Paid Leave

Employee Events

Employee Referral Program

Do you want to help maximize client’s financial well-being? Looking for a firm that provides a home, not just a job?Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking highly capable, hard-working Financial Advisors to help formulate and implement investment and financial planning advi...

Do you want to help maximize client’s financial well-being? Looking for a firm that provides a home, not just a job?Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking highly capable, hard-working Financial Advisors to help formulate and implement investment and financial planning advice, help manage existing client relationships and participate in new business development activities.     Duties and ResponsibilitiesAs a member of a client advisory team, you will provide:<ul><li>Client Service: Actively support and anticipate the financial needs of clients under a Strategic Client Advisor</li><li>Financial Plan Creation: Based on a client’s goals and circumstances, create custom financial plans that address questions such as at when a client can retire with financial security</li><li>Investment Portfolio Creation: Reviewing a client’s current investments and objectives, give a client a picture of his or her current portfolio composition and, within the firm’s guidelines, create a custom portfolio that the firm will manage</li><li>Relationship Management: Help manage a number of client relationships, empathetically advising clients in collaboration with others, while being supported by other members of the team</li><li>Specialization: Be a specialist and leader in a niche area of investments or financial planning. You may participate on the firm’s Investment Committee or Financial Planning Committee covering a segment of the investment universe or a specific area of financial planning. </li></ul>Qualifications<ul><li>1+ year Finance experience (wealth management experience a plus)</li><li>Passing the exam for (or already holding) a CFP, CFA or CPA designation, a strong plus</li><li>Undergraduate degree in Finance or related areas</li><li>Ability to value customer service as highly as financial returns</li><li>Outstanding written and verbal communication skills, including the ability to simplify difficult financial concepts to educate a less familiar audience</li><li>Detail-oriented</li><li>Self-starter, takes initiative</li><li>Team player, collaborative, able to work with and through others</li><li>Organized and able to set priorities</li><li>Of the highest integrity</li><li>Provides strong, personalized and proactive care for clients</li><li>Desire/ability to work successfully in a small company environment</li></ul> Salary and BenefitsCompetitive pay & incentive bonus based on experience and industry standardsGreat benefits, including: Fully paid medical plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-term disability, Short-term disability, Flexible Savings Account (FSA), Generous 401(k) plan, tuition reimbursement for a financial planning program and exam fee and other relevant lifelong learning programs, Renewal of CFP and CFA designations, Up to $400 for fitness reimbursement, Membership to NAPFA, Opportunity to work in a hybrid, partially remote environment.  For consideration, please email your resume with a cover letter to: HGoldin@Altfest.comAltfest Personal Wealth Management is an Equal Opportunity Employer. FIRM PROFILEAltfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest.  The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory.Altfest Personal Wealth Management is dedicated to putting clients’ interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients. We utilize internal experts that specialize in a variety of technical areas and client segments, and are dedicated to providing a personal, warm, caring atmosphere and a high level of service for clients. We are committed to introducing innovative methods to the profession that increase the value we provide to clients.Altfest Personal Wealth Management has been named one of AdvisoryHQ’s “Top Rated Financial Advisors in New York City” in 2018, 2019 and 2020.The firm is proud to be honored by InvestmentNews as one of the “75 Best Places to Work for Financial Advisers” nationwide in 2020 and 2019, as well as a 2020 Best Places to Work in NYC by Crain’s New York.Lewis Altfest, Ph.D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research. Lew has been named repeatedly to Barron’s “Top 100 Independent Advisors” as well as Barron’s state-by-state listing of “America’s Top 1,200 Financial Advisors”, among many other acknowledgements.Karen C Altfest, Ph.D., CFP® joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm’s marketing activities and has made a profound impact by dedicating herself to the empowerment of women. Among her acknowledgements, Karen has been recognized by Forbes as a “Top Women Wealth Advisor” by Forbes from 2017-2020, as well as a Forbes “Best-in-State Wealth Advisor” from 2018-2020. She has also been featured in Crain’s New York Business’ list of “Notable Women in Finance” in 2018 and 2019.Andrew Altfest, MBA, CFP® has spearheaded several initiatives to expand the firm since joining in 2003, including organizing different practice groups focused on client segments, launching private equity solutions, and directing the firm’s Young Professionals group. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a “Best-In-State Wealth Advisor” by Forbes in its 2018, 2019 and 2020 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He also was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018 and 2019.The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.*AdvisoryHQ’s ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate. Details regarding Advisory HQ’s selection methodology can be found at <a href="http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/" rel="nofollow nofollow">http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/</a> *InvestmentNews’ Best Places to Work for Financial Advisors recognition is a survey competition to determine which participants are the best employers. The process is managed by Best Companies Group (BCG) and winners are published in an issue of Investment News. The process includes 2 surveys to gather detailed data about each participating company. BCG conducts the surveys, analyzes the data and determines the winners and rankings. *For Crain’s Best Places to Work in NYC, Crain’s works with Best Companies Group, an independent research company that has been managing employee engagement surveys since 2004, to conduct the research and provide us with a final ranked list. The rankings are based on a calculation that involves the weighting of your employee survey (75%) and your employer questionnaire (25%).  Our news department reports solely on the results of the data that is provided to us by Best Companies Group and does not have any input into the rankings. *Barron’s America’s Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at <a href="http://www.barrons-conferences.com/advisor-rankings.html" rel="nofollow nofollow">http://www.barrons-conferences.com/advisor-rankings.html</a> *Forbes’ Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate. *Barron’s state-by-state listing of America’s Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at <a href="http://www.barrons-conferences.com/advisor-rankings.html" rel="nofollow nofollow">http://www.barrons-conferences.com/advisor-rankings.html</a> *Crain’s Custom editors choose candidates based on their professional, civic and philanthropic achievements. For Notable Women in Finance, they only considered candidates working in asset management, banking, capital markets or credit cards who worked within the five boroughs of NYC. They often try to choose candidates who greatly contribute to the advancement of women in their workplace or industry as a whole. *Forbes’ ranking of America’s Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of professionals with a minimum of four years relevant experience. Factors reviewed include revenue trends, assets under management, compliance records, industry experience and best practices. Also, interviews are held via telephone and in-person conversations. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate. *Financial Advisor’s Young Advisors to Watch criteria is based on nominations from influential industry professionals of advisors age 40 and below – if more than one professional nominates a candidate, they are then considered on a number of qualitative factors, including thought leadership, innovative thinking, and more. Assets and accreditation are not factored into this recognition. There is no fee to participate. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest.
The firm is dedicated to putting clients&rsquo; interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients, utilizing internal experts that sub-specialize in a variety of technical areas and client segments, providing a personal, warm caring atmosphere and a high level of service for clients, and introducing innovative methods to the profession that increase the value provided to clients.&nbsp;
The firm was recently named in The Financial Times&rsquo; &ldquo;FT300&rdquo; &ndash; a listing of the nation&rsquo;s top 300 Retirement Investment Advisors for 2017.
The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory.
Lewis Altfest, Ph.D., CFA, CFP&reg;, founded the firm after leaving Lord Abbett &amp; Co, a large mutual fund company with over 100 billion in assets under management, where he was a Partner and Director of Research. Lew has been named to Barron&rsquo;s &ldquo;Top 100 Independent Advisors&rdquo; as well as Barron&rsquo;s state-by-state listing of &ldquo;America&rsquo;s Top 1,200 Financial Advisors&rdquo; as #51.
Karen C Altfest, Ph.D., CFP&reg;, joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm&rsquo;s marketing activities including a very successful program for affluent women.&nbsp; Karen was recently featured in Forbes&rsquo; first-ever list of &ldquo;America&rsquo;s Top Women Advisors&rdquo; &ndash; she ranked #17 out of 200.
The firm's culture is very collegial with a family atmosphere where we care for our employees. Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.&nbsp;

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