Financial Representative

Join our dynamic team at Northwestern Mutual Seery Financial as a Financial Representative. In this role, you will have the opportunity to build meaningful relationships with clients, helping them achieve their financial goals through personalized financial planning and investment strategies. We are looking for motivated individuals with a passion for finance and a desire to help others.

Join our team as a Financial Representative / Financial Advisor where you will have the opportunity to build meaningful relationships with clients while guiding them through their financial journeys. You will be responsible for assessing clients' financial needs, providing tailored solutions, and offering exceptional customer service. This role is perfect for individuals who are passionate about finance and eager to make a positive impact in people's lives.

Join us as a Financial Representative and embark on a rewarding career path where you will engage with clients and build lasting relationships. Your confidence in connecting with others will be key as you establish your reputation in the financial industry. Building a robust client base typically takes time, so be prepared for a journey that can lead to substantial financial rewards.As you begin your career, consider pursuing internships at various financial companies to gain insights into the business landscape. After graduation, finding a personal mentor can be invaluable in transforming your academic knowledge into practical skills in finance.Success as a Financial Representative hinges on your ability to prospect for new clients and grow your book of business. Your proactive approach will determine your advancement in this fulfilling career.

Join our dynamic team as a Financial Representative / Advisor at Northwestern Mutual - Seery Financial. We are looking for driven individuals to help clients achieve their financial goals through personalized financial planning and insurance solutions. This is an exciting opportunity to develop your career in finance while providing invaluable assistance to clients.

Join our team at Northwestern Mutual – Seery Financial as a Financial Representative. This is an excellent opportunity for individuals looking to kickstart their career in finance. You will help clients understand their financial needs and provide tailored solutions to achieve their goals.

Ramp designs infrastructure that helps organizations automate and manage their financial operations. The platform handles over $100 billion in annual spending for more than 50,000 businesses, covering tasks such as payment authorizations, risk analysis, spend categorization, and reconciliation. Ramp’s solutions address complex challenges in finance, and the company values initiative, urgency, and a growth mindset. Customers typically see significant results, including a 5% reduction in costs and a 16% increase in revenue during their first year. Ramp’s goal is to deliver this level of impact to every forward-thinking business. Role overview This Partner Development Representative position sits within the Channel Sales team in New York, NY. The role centers on building new relationships with financial institutions to create sales opportunities for Ramp. Success comes from strong interpersonal skills, curiosity, and a determination to solve problems and achieve results. What you will do Initiate contact with potential partners in the financial sector Develop and nurture new business connections that drive growth for Ramp Serve as the first point of contact for financial institutions considering partnership What helps in this role Strong communication and relationship-building skills An eagerness to tackle challenges and learn quickly A results-driven approach to developing business opportunities

Are you a compassionate and dedicated professional eager to enhance the field of veterinary medicine? Veterinary Emergency & Referral Group (VERG - Brooklyn) is searching for a meticulous and client-oriented Veterinary Financial Service Representative to join our expanding team and manage the financial aspects of our client's accounts effectively. About Us VERG - Brooklyn stands at the forefront of 24/7 advanced emergency and specialty veterinary care, passionately committed to delivering state-of-the-art medical services in a collaborative and diverse environment. Our team of skilled professionals works alongside board-certified specialists, ensuring that pets receive the utmost care and respect. Your Role As a Veterinary Financial Service Representative, you will oversee all financial operations related to client accounts. This role demands exceptional communication skills to clarify financial matters and deliver outstanding client service, thereby facilitating a seamless billing process. Your attention to detail will ensure that our clients feel informed and supported throughout their experience with us. Key Responsibilities: Review invoices for services rendered Process payments and refunds Maintain accurate financial records in compliance with company and legal standards Coordinate with pet insurance companies for claims submissions and reimbursement tracking Prepare financial reports Assist clients in understanding payment options, including third-party financing such as CareCredit Collaborate with the veterinary team to ensure effective communication regarding client accounts Provide exceptional customer service by addressing billing inquiries with professionalism and empathy

At Kpler, our mission is to empower organizations to navigate the complexities of global markets with confidence. We simplify trade information and deliver actionable insights that enable our clients to make informed decisions across commodities, energy, and maritime sectors.Founded in 2014, we have consistently aimed to provide unparalleled intelligence through intuitive platforms. Our diverse team, comprising over 700 experts from more than 35 countries, is dedicated to transforming intricate data into effective strategies, ensuring our clients maintain a competitive edge in a rapidly evolving market. Join us in utilizing innovative solutions to achieve significant outcomes, while receiving exceptional support throughout your professional journey.About the Role: We are seeking a motivated and hands-on Sales Development Representative who will focus on generating OUTBOUND new business leads across the Americas. This role requires you to become a subject matter expert in Kpler's Maritime, Shipping, and Logistics product suite. Reporting to the Regional Team Lead, you will be a driven individual capable of meeting and exceeding sales targets.

Are you passionate about helping individuals achieve their financial goals? Join our team at Northwestern Mutual Seery Financial as a Financial Advisor. In this role, you will have the opportunity to provide tailored financial advice to clients, helping them navigate their financial journeys with confidence.You will receive comprehensive training and support to develop your skills and grow your client base. This is a fantastic opportunity for individuals looking to start a rewarding career in finance with the potential for significant earnings.

Join our dynamic team as a Customer Service Specialist at PLS, located at 2040 Amsterdam Ave., New York, NY 10032. In this pivotal role, you will be the face of PLS, providing exceptional service and support to our valued customers. Your primary responsibilities will include educating customers about our diverse financial products and services, ensuring all transactions comply with relevant regulations, and maintaining our high standards of quality and service. Your dedication will help create a welcoming and efficient environment for both customers and team members.

Join our dynamic team at Integrated Resources, Inc. as a Financial Consultant. In this role, you will provide expert financial advice, develop strategies to optimize our clients' financial performance, and assist in making informed investment decisions. You will work closely with clients to understand their financial goals and create tailored solutions that meet their needs.

Join FirstHelp Financial as a dynamic Territory Sales Representative in Syracuse, NY. In this pivotal role, you will be responsible for driving sales and expanding our client base across the region. You will engage with potential customers, deliver compelling presentations, and create tailored financial solutions to meet their needs.We are looking for a passionate sales professional who thrives in a fast-paced environment and is motivated by achieving goals. Your ability to build strong relationships with clients will be key to your success.

At Fundwell, we are transforming the landscape of business financing through our innovative financial technology platform. We are committed to simplifying the way businesses access capital, eliminating the complexities, hidden fees, and prolonged approval times associated with traditional financing. Our cutting-edge technology, extensive industry knowledge, and ethical approach enable us to provide swift, clear, and customized funding solutions to small and medium-sized enterprises across the nation.We are in search of a motivated and results-oriented Sales Representative to become a vital part of our thriving sales team in New York City. In this position, you will directly interact with qualified leads, guiding them through our efficient financing process and assisting them in obtaining the necessary funding to propel their businesses forward.Your ImpactProactively reach out to and follow up with potential clients.Effectively manage and nurture your sales pipeline, transitioning leads from initial interest to successful funding.Establish and maintain strong relationships with business owners, positioning yourself as a trusted advisor in their funding journey.Collaborate closely with your team and sales leadership to consistently surpass sales goals.Leverage Fundwell's proven strategies and technology to enhance your workflow and optimize your performance.Foster a vibrant, energetic, and collaborative workplace culture.What Makes You Stand OutDemonstrated success in engaging prospects, overcoming objections, and closing deals consistently.Outstanding communication and interpersonal skills, with a passion for building authentic relationships.Highly self-motivated, energetic, and able to thrive under pressure.Driven by achieving and exceeding sales targets, with a commitment to personal and professional development.Familiarity with CRM software (Salesforce or equivalent) for managing sales activities.Quick to adapt to new tools, processes, and sales strategies.Experience in competitive environments, such as athletics or hospitality, is a plus.Why Choose Fundwell?Generous paid time off policies.401(k) retirement plan options.Comprehensive healthcare benefits.Opportunities for professional growth and development.

Position Overview:Join Whop as an Enterprise Sales Representative, where you'll be at the forefront of revolutionizing digital transactions. Your mission? To onboard high-revenue businesses onto the Whop Payments Network, utilizing our state-of-the-art payment solutions for both pay-ins and payouts. Explore more about the Whop Payments Network here.Key Responsibilities:Engage and onboard businesses generating over $25 million annually.Manage the complete sales cycle, from initial outreach to closing deals that generate revenue on our platform.Develop and implement strategies for sourcing and prospecting leads.Willingness to travel globally to meet potential clients.Focus on a specific niche (e.g., data labeling, affiliate networks, coaching, and courses) to maximize GMV/GP.Collaborate closely with product teams to ensure optimal alignment with client needs.

Are you ready to break free from conventional financial planning? At Range, we're revolutionizing the wealth management landscape with our dynamic, holistic platform that empowers individuals to manage every facet of their financial future seamlessly. Whether it’s purchasing a home, planning for early retirement, or providing for family, our members receive timely insights and the assurance that their finances are optimized.Join our team of exceptional professionals dedicated to disruption and collaboration as we strive to make financial wellness available to millions!About the RoleWe are seeking a skilled Financial Planner to become an integral part of our esteemed team of wealth advisors. In this role, you will create tailored financial plans for our members and provide ongoing support using our innovative asynchronous messaging platform. Members benefit from access to our entire team, allowing for collaboration and specialized expertise on their unique inquiries.We want more than just a seasoned advisor; we are looking for a visionary who will play a pivotal role in transforming the wealth management industry through technology. You will collect financial data, conduct evaluations and projections, and deliver personalized plans, working closely with our product team to enhance our suite of proprietary tools.This position is based at Range's headquarters in McLean, VA, or at one of our hubs in New York City or Seattle. Employees in this role will work on-site Monday through Friday. Relocation to one of these areas is required if not currently residing nearby.Your ResponsibilitiesDevelop a comprehensive understanding of our members’ distinct financial aspirations and provide expert guidance to help them achieve their goals.Create and execute iterative financial plans and wealth strategies tailored to individual needs.Stay well-informed about financial planning, investment strategies, and tax legislation.Collaborate actively within a team environment, sharing insights and best practices.Support our engineering and product teams in prioritizing and developing product strategies and roadmaps.Conduct research and deliver presentations on investment strategies.Coordinate tax filing and estate planning processes for members.What Makes You Stand Out...

The Finance team at Squarespace is on the lookout for a highly skilled Lead Financial Analyst to act as the principal authority in FP&A Consolidations. Reporting to the FP&A Manager, this position encompasses a diverse range of financial responsibilities, centering on intricate analysis and strategic insight. The Lead Analyst will spearhead budgeting and forecasting efforts, offer valuable financial insights, and coach junior analysts. Additionally, this role entails collaboration with senior management on financial strategies, taking charge of pivotal components in financial planning and analysis. A strong sense of independence and proactive problem-solving are essential for success in this role.

Title: Financial Journalist - ReporterSalary: $80,000 - $85,000Location: New York CityJoin the prestigious journalism team at With Intelligence as a detail-oriented Financial Journalist. This pivotal role centers on delivering exceptional coverage of institutional investors globally, producing reports that offer our subscribers exclusive insights they can trust.As a Financial Journalist, you will be immersed in the world of financial journalism, collaborating with industry leaders to uncover market trends, performance metrics, and investment strategies. Your storytelling will not only capture the current landscape but also foresee future developments within the investment community.You will excel in a fast-paced environment, actively engaging with financial professionals and cultivating a network of contacts to enhance your reporting capabilities. Regular interviews with key figures, including Chief Investment Officers (CIOs) and investment strategists, will be fundamental to your success.Key Responsibilities:Generate at least four news articles weekly, encompassing both breaking news and in-depth feature stories.Craft analytical pieces that explore the ramifications of investment behaviors and market dynamics.Conduct interviews with industry experts to acquire exclusive insights.Establish and nurture a strong network of industry contacts.Cover industry events and conferences, serving as a representative of With Intelligence.Seize this opportunity to contribute to a respected news team within a growing organization committed to integrity and accuracy in financial reporting.

Your ImpactAs the Director of Financial Institutions at Elliptic, you will be the foremost expert and strategic advisor on the integration of digital assets within traditional financial institutions. Your authoritative insights will guide established financial services companies as they navigate the complexities of regulatory compliance and operational excellence while adopting digital assets. Your influence will be pivotal in shaping our service offerings for institutional clients, guiding product development for enterprise solutions, and establishing Elliptic as the premier advisor for financial institutions venturing into the digital asset domain.Joining a diverse and collaborative global team of experts in legal, regulatory, compliance, and technical fields, you will leverage their extensive knowledge of both digital assets and traditional finance. Together, you will share insights, co-create strategic frameworks, and support cross-functional initiatives to deliver unparalleled solutions for our institutional clientele. Your contributions will enhance our multidisciplinary team, playing a vital role in fostering responsible innovation in the crypto and financial services sector.In this influential role, your deep understanding of both the financial services landscape and digital assets will directly impact Elliptic's strategic and commercial direction. You will spearhead the creation of go-to-market strategies, prioritize product development to meet institutional requirements, and forge high-level relationships with banks, asset managers, and other key stakeholders. Your leadership will contribute significantly to revenue growth, client satisfaction, and market expansion by ensuring our offerings evolve alongside the needs of regulated financial institutions.Collaborating with a global team of specialists in compliance, policy, and regulatory matters, you will implement integrated strategies that position Elliptic as the most trusted partner for institutions navigating the digital asset ecosystem. Your leadership will empower institutional clients to innovate with confidence, reinforcing Elliptic’s commitment to shaping the future of finance.

Join our dynamic team as a Customer Service Specialist at PLS, where your role will be pivotal in providing exceptional service to our valued customers. Located at 738 A East 233rd St., Bronx, NY 10466, you will be the face of PLS, ensuring every interaction is positive while guiding customers through our range of financial products and services. Your commitment to excellence and adherence to company standards will help us maintain our reputation as a leader in the financial service industry.

The City of New York is seeking an experienced Chief Financial Officer (CFO) to lead our financial operations and strategy. This key executive position requires a dynamic leader with a strong background in financial management, strategic planning, and organizational leadership.The CFO will be responsible for overseeing budgeting, forecasting, and financial reporting, ensuring compliance with regulatory requirements, and providing strategic financial guidance to the City’s leadership. The ideal candidate will possess exceptional analytical skills, a deep understanding of public finance, and the ability to communicate complex financial information to various stakeholders.