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.

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 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 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.

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...

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

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.

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.

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.

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.

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.

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.

Join our dynamic team at Jobs for Humanity as a Financial Operations Manager. In this pivotal role, you will oversee financial operations, ensuring the efficiency and effectiveness of financial processes while fostering an inclusive work environment.

Join the innovative team at HUMAN Security as our Director of Financial Planning & Analysis (FP&A). We are seeking a strategic leader who will play a crucial role in shaping our financial strategies and driving operational growth. Reporting directly to the Senior Vice President of FP&A, you will collaborate with cross-functional teams to analyze performance, uncover improvement opportunities, and guide strategic decision-making. This is an exceptional opportunity for a detail-oriented professional eager to influence the financial direction of a dynamic organization.Key Responsibilities:Lead the development of a high-performing FP&A team.Oversee the annual budgeting, forecasting, and long-term financial planning processes.Create and sustain rolling forecasts, scenario analyses, and sensitivity models to support decision-making in a fast-paced SaaS environment.Enhance forecasting accuracy by deeply understanding operational drivers.Deliver precise and timely financial and management reports to stakeholders, emphasizing key performance indicators.Conduct thorough financial analyses to inform investment decisions and business opportunities.Leverage data to influence cross-functional leadership and drive strategic initiatives across business units.Promote automation and continuous improvement in planning, reporting, and analysis processes.Prepare presentations and reports for executive leadership, board meetings, and external stakeholders.Collaborate with the Accounting team to ensure alignment between actuals and forecasts.

Join our dynamic team at Campus as a Financial Aid Specialist, where you will play a crucial role in assisting students with their financial aid applications and inquiries. You will guide students through the financial aid process, providing them with the necessary resources and information to help them achieve their educational goals. Your expertise will ensure that students receive the best possible support in navigating financial aid options.