Financial Representative / Financial Advisor

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 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 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.

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 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.

Are you ready to embark on a rewarding career as a Financial Advisor? Join Northwestern Mutual Seery Financial in New York, where you will have the opportunity to help clients achieve their financial goals while building your own successful practice. As a Financial Advisor, you will receive comprehensive training and support to develop your skills in financial planning, investment strategies, and client relationship management.

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

Join Titan as a Wealth Advisor at the Vice President level, where you will play a crucial role in guiding our clients through their investment journeys. Your expertise will empower individuals and families to achieve their financial goals. You will leverage our extensive resources, innovative strategies, and collaborative environment to deliver exceptional service and advice.

Join Titan as a Senior Wealth Advisor and be at the forefront of reshaping wealth management. In this pivotal role, you will collaborate closely with our Director of Wealth Advisory to bridge our Investment Management and Product teams, ensuring a seamless investment experience for our clients. Your primary focus will be on empowering clients with superior investment outcomes while enhancing their financial literacy. At Titan, we pride ourselves on challenging conventional investment paradigms and leveraging technology to revolutionize the advisor-client relationship. This is more than just a job; it's an opportunity to make a significant impact on our generation's financial future.

Role Overview Mercer Advisors is hiring a Senior Wealth Advisor in New York, NY. This role centers on guiding clients through their financial journeys with thoughtful advice and personalized planning. The Senior Wealth Advisor works directly with a varied group of clients, shaping investment strategies and crafting financial plans that reflect each client’s unique goals. What You Will Do Develop and maintain long-term relationships with clients Advise clients on investment options and financial planning Create tailored strategies to help clients pursue their financial objectives Support clients as they navigate complex financial decisions Who We’re Looking For Experience in wealth management or financial advising Strong commitment to client service Ability to communicate complex financial concepts clearly Proactive approach to building and sustaining client relationships

About UsAt Agentis Capital Advisors, we pride ourselves on being a premier global financial advisory firm, renowned for our commitment to providing exceptional value and guidance to our clients. Our accolades speak volumes, including the prestigious 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal recognitions, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our firm’s core values and superior client service differentiate us in the market. We serve as both sell-side and buy-side advisors across a diverse range of global transactions, specializing in renewable energy, infrastructure, digital solutions, transportation, and public-private partnerships. Our esteemed clientele includes top-tier infrastructure funds, pension funds, contractors, and government entities.The RoleWe are seeking a Director to spearhead our North American financial advisory operations. This leadership position will involve pitching financial advisory projects, managing complex transactions simultaneously, and nurturing a team of professionals. Your expertise in the infrastructure finance sector, combined with strategic thinking and strong leadership skills, will be crucial in delivering tailored high-quality services to our clients.Key ResponsibilitiesEnsure excellence in technical delivery through oversight of financial modeling, due diligence, and transaction execution;Lead teams to effectively execute financial advisory mandates;Mentor and manage junior team members to foster professional growth;Cultivate and maintain robust relationships with clients and key stakeholders in the infrastructure space;Identify and pursue new financial advisory opportunities;Establish Agentis as the leading independent financial advisor in North America's infrastructure sector.What Sets Us ApartOpportunity for high responsibility on intricate transactions across various sectors;Engagement in global transactions;Ongoing internal training and leadership development initiatives;Competitive salary, employee ownership options, and a comprehensive benefits package;Enjoy a paid sabbatical every two years of service;

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...

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.

Join our dedicated wealth management team as a Wealth Advisor, where you will collaborate closely with clients to develop tailored wealth strategies that resonate with their unique goals and values. Our mission is to build lasting partnerships with clients, creating financial strategies that address their needs today and prepare for their future. A successful Wealth Advisor will excel in active listening, embody a team-oriented mindset, and possess a strong desire for professional and personal growth.Key ResponsibilitiesCollaborate with the wealth advisory team to deliver comprehensive wealth management solutions to high net worth clients.Develop detailed and customized financial plans and portfolios through extensive research and analysis of client needs.Foster and maintain robust client relationships, ensuring that all questions and needs are proactively addressed.Work efficiently with your team and leverage available resources to fulfill client requests and keep information up to date.Engage actively in acquiring new clients by leveraging strategic partnerships and community involvement.Commit to ongoing education, training, and talent development across all levels, including mentoring new associate advisors and client service associates.QualificationsA Bachelor’s degree is required.5+ years of relevant experience in financial planning, accounting, legal, or related fields.Must possess Series 65, CFP, or CFA certification.Skills & KnowledgeExperience in wealth management, particularly in fee-based consulting, tax, mutual funds, and financial planning.Prior experience working with high net worth or ultra-high net worth clients.Proficiency in financial planning and investment software (e.g., eMoney, MoneyGuide Pro).Exceptional interpersonal, relationship management, and communication skills.Proven track record in talent development, including training and mentoring new staff.Strong organizational and time management capabilities, adept at managing multiple priorities in a fast-paced environment.Meticulous attention to detail.

Are you ready to embark on a fulfilling career where you can build your own business and positively impact your community? New York Life is seeking driven and self-motivated individuals who are eager to:Establish a career with substantial income potential.Expand their business with the backing of our reputable financial strength and integrity.Make a meaningful difference in their community by helping others achieve financial security.Personalize their career trajectory to align with their individual aspirations.Engage in continuous learning and professional development opportunities.Receive recognition and rewards for their accomplishments.Shape their career path as a Financial Advisor with potential management opportunities.Enjoy competitive compensation along with a flexible benefits package that includes a 401(k) plan and various health plan options.Your role as a New York Life Financial Advisor will involve:Creating and executing business and marketing strategies.Identifying and reaching out to potential clients.Understanding and addressing the financial concerns and needs of individuals.Presenting tailored solutions through our exceptional suite of products and services.Enhancing your professional skills and industry knowledge.

TRM Labs builds blockchain analytics and AI-driven tools that help law enforcement, national security agencies, financial institutions, and crypto businesses investigate and prevent crypto-related fraud and financial crime. The company’s platforms allow users to trace funds, detect illicit activity, and gain a clearer picture of emerging threats. Trusted by organizations worldwide, TRM Labs works to make digital finance safer for all. The Senior Regulatory Advisor role sits at the intersection of regulatory expertise, product strategy, and market execution. This position focuses on developing and scaling TRM’s regulator-facing advisory approach, helping regulatory bodies understand and integrate crypto risk intelligence into supervision, licensing, and enforcement. With regulatory interest rising across North America, Europe, and APAC, this role brings structure and focus to TRM’s work with central banks and market regulators. This advisor will serve as the primary point of contact for regulator engagements, reporting to the Head of Compliance Advisory. Collaboration spans GTM, Product, Policy, and Customer Success teams to ensure alignment and impact. Your impact Lead and expand TRM’s global regulator engagement strategy as the subject matter expert for regulatory initiatives, pilots, and advisory discussions. Create standardized playbooks for different regulatory types, such as prudential, markets, and FIUs, to improve efficiency and consistency. Translate changing regulatory frameworks into clear product and go-to-market narratives, supporting regulators as they operationalize supervisory workflows. Act as the internal “voice of the regulator” to shape product direction, data strategy, and workflow design. Support high-stakes engagements and RFPs, helping reduce procurement risks and speed up regulator adoption.

About UsAgentis Capital Advisors is a premier global financial advisory firm, renowned for providing exceptional value and strategic insights to our clients. Honored with prestigious accolades including the 2024 P3 Awards Financial Advisor of the Year and various industry deal awards in 2023, our firm has established itself as a leader in the infrastructure finance sector. Our commitment to excellence and our proven ability to create value for clients distinguish us in the market. We act as trusted advisors on a diverse range of global transactions, focusing on renewable energy, infrastructure, digital sectors, transportation, and public-private partnerships, serving top-tier infrastructure and pension funds, contractors, and government entities.The RoleAs the Vice President, you will hold a critical leadership position within our North American financial advisory practice. Your role will involve pitching financial advisory mandates, managing multiple complex transactions, and building a proficient team of professionals. You will be accountable for delivering high-quality, tailored services to our clients and fostering a culture of excellence and innovation. This position demands a strategic thinker with strong leadership abilities, a thorough understanding of the infrastructure finance landscape, and expertise in transaction management and technical execution.Key ResponsibilitiesEnsure excellence in technical delivery by supervising financial modeling, due diligence, and transaction execution;Lead transaction teams to effectively execute financial advisory mandates;Mentor, develop, and oversee junior team members;Cultivate and maintain relationships with clients and key stakeholders in the infrastructure sector;Identify and pursue financial advisory opportunities;Establish Agentis as the leading independent financial advisor in North America's infrastructure domain.What Sets Us ApartSignificant responsibility on intricate transactions across various sectors and financial products;Opportunities to engage in global transactions;Ongoing internal training and leadership development opportunities;Competitive compensation, employee ownership opportunities, and a comprehensive benefits package;

Join Titan Investments as a Senior Wealth Advisor (SVP) and take your career to the next level. In this pivotal role, you will leverage your extensive financial expertise to provide tailored wealth management solutions to high-net-worth clients. Your ability to build strong relationships and deliver exceptional service will be crucial as you help clients achieve their financial goals.