Strong communication skills; Proactive Behavior; Bachelor's degree or equivalent related work experience - Proven knowledge of the financial industry.
- Worden Capital Management - New York, NY
- Newman & Associates/Ameriprise Financial - Greenwich, CT
Assess client’s overall financial picture, understand their needs and develop a solid financial plan. Track record of successful financial guidance.
- Confidential - Roseland, NJ
Working knowledge of Emoney financial software package. Assist in data gathering and compilation of financial documents. Working knowledge of Redtail CRM.
- NewYork-Presbyterian Hospital - New York, NY
Investigate patient inquiries involving financial matters to secure payment. Patient Financial Advisors - Columbia Campus - Full Time - Midtown Location (Hybrid…
- Premium Merchant Funding - New York, NY
Contacting prospective clients using our tools, technologies and lists. Fielding basic questions and concerns about the products and services we offer.
- Kahn Brothers Group - New York, NY
Our investors receive a high degree of personal attention and customized service, and we aim to be extremely responsive to their objectives, needs and requests.
- NYC Health + Hospitals - New York, NY
Ensure familiarity with NYC Health + Hospitals’ financial counseling and financial assistance policies and procedures. 1st 8 weeks of training is onsite.
- Talent Elevation Partners - Forest Hills, NY
Compensation packages that can be designed to fit your needs. Prior Sales experience or business owner. Bachelor’s Degree (or equivalent experience).
- HighTower Advisors - New York, NY
Strong quantitative and financial acumen. Flexible schedule: We gather in our new office 2-4 days a week, depending on team events, projects, workshops, and…
- NYL - New York, NY
You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment…
- Hanover Capital Group - New York, NY
You will research and analyze financial information to help companies make well informed decisions, write reports and monitor financial movements.
- Eazzy consulting - Flushing, NY
Interview prospective clients to obtain data about their financial circumstances. Call qualified leads, schedule follow-ups and close the deal.
- Prestigious Boutique Asset Manager - New York, NY
Responsibilities include partnering with an external wholesaler in soliciting and servicing financial advisors to offer sales ideas and marketing strategies to…
- Wealth Advisory Group - New York, NY
They enrich lives by providing sound financial recommendations to help ensure financial security for clients, and possess the capability to move clients to take…