Finance Advisor jobs in Irvington, NJ

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor will be located within a centralized market with the expectation of leading client interaction virtually first, however, also has the ability to meet in person if directed by the client. Essential Functions/Responsibilities: * Identifies and pursues new sales prospects within existing or untapped markets. * Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. * Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. * Works pre-developed lead lists to generate business and identify new customer prospects. * Achieves and exceeds both individual and branch related sales and revenue goals as defined on a quarterly basis. * Maintains compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products. * When appropriate, provides leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. * Attends and actively participates in sales meetings, training initiatives, and planning sessions related to the development and growth of the program. * Develops and executes quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services. * Maintains records, master operational procedures, and provide sales and activity reports per management's request in a timely and efficient manner. * Creates strong internal and external relationships in an effort to develop referral sources and meet appointment objectives. * Maintains required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. * Provides active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory. * Holds frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree or equivalent work experience in Finance, Economics, Management Information Systems, Statistics or equivalent field (Required) * Master's Degree in Finance, Economics, Management Information Systems, Statistics or equivalent field (Preferred) * 5+ years of work experience providing investment guidance and advice to clients. * Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. * Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Skills and Abilities: * Very strong interpersonal communication skills, complemented by both excellent verbal and written communication. * Superior knowledge of financial analysis, risk evaluation, loan documentation * Motivating, developing, and directing people as they work, identifying the best people for the job. * Strong relationship management and negotiation skills via a phone channel * Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. * Attention to detail, being careful about detail and thorough in completing work tasks. * Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job. * Demonstrated proficiency with Microsoft Office applications. Diversity & EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: * Frequent minimal physical effort such as sitting, standing and walking. * Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. * Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This is not a contract for employment and either you or the employer may terminate at any time for any reason. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $56,250.00 USD Maximum: $102,500.00 USD Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: Staten Island, NY, Staten Island Other Locations: New York-Staten Island Organization: Santander Bank N.A.

Our client is a global alternative investment manager with over $100 billion in assets under management, spanning strategies across private equity, credit, infrastructure, and real assets. The firm partners with institutional investors, family offices, and wealth management platforms globally, offering deep market expertise and a long-term performance track record. The Senior Associate will join a high-performing Investor Relations and Relationship Management team, supporting key client relationships across the firm's platform. The role is ideal for an experienced client-facing professional with a deep understanding of alternative investments, outstanding organizational skills, and the ability to manage high-volume, detail-oriented tasks under pressure. This individual will be responsible for managing ad hoc investor requests, creating portfolio materials, supporting relationship management and retention initiatives, and ensuring best-in-class service across the client base. The position requires active FINRA Series 6 or 7 and 63 licenses. Key Responsibilities: Client Service & Relationship Management Support senior relationship managers with client engagement and communication across institutional and private wealth channels. Respond to complex, time-sensitive investor inquiries, including fund-level data, performance, capital activity, and market positioning. Coordinate and contribute to client meeting preparation, including agendas, briefing notes, and post-meeting follow-ups. Assist in executing client retention strategies, including targeted outreach, insights reporting, and engagement tracking. Presentation & Reporting Materials Develop and maintain high-quality portfolio presentations, fund marketing materials, pitch books, and investor decks. Work cross-functionally with investment, product, and data teams to produce accurate and up-to-date client materials. Customize content based on client investment preferences, portfolio exposure, and communication style. Client Data & CRM Management Maintain comprehensive, accurate, and up-to-date client information in CRM systems (e.g., Salesforce, Dynamo). Track relationship milestones, contact history, capital commitments, and product exposure across investor accounts. Monitor client activity to identify trends, cross-sell opportunities, and engagement gaps. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related discipline. 2 - 5 years of experience in investor relations, relationship management, or client services within the alternative investments industry. Series 6 or 7 and 63 licenses required (active and in good standing). Strong understanding of private markets (private equity, credit, real assets) and investment fund structures. Highly proficient in Microsoft Excel and PowerPoint; experience with Salesforce or other CRM platforms is a plus. Exceptional communication, interpersonal, and organizational skills. Ability to manage multiple stakeholders and tight deadlines in a fast-paced environment.

ROLE: Senior Associate REPORTS TO: CEO : Our Client is a premier full-service real estate firm headquartered in East Rutherford, New Jersey. Established in 1980, the Company has built a strong reputation over more than four decades for its expertise in acquiring, developing, managing, and repositioning commercial and residential properties globally. They continue to focus on strategic acquisitions and developments that meet the evolving needs of various industries, including multifamily, life sciences, manufacturing, and logistics. The company's commitment to innovation, sustainability, and client satisfaction positions it as a leader in the real estate sector. POSITION OVERVIEW: Our Client seeks a Senior Associate to join its New Jersey-based team. S/he will be integrally involved in critically evaluating new land opportunities across various asset types and will work closely with the CEO of the Company. POSITION SUMMARY: Prepare financial models, projections, and analyses on prospective property acquisitions and development opportunities, including market analysis, lease analysis, budget creation, project scope, and return on investment modeling. Produce deal evaluations for internal review and participate with principals in meetings to consider potential acquisition and development opportunities with minimal oversight. Assist with the preparation of acquisition proposals and offer letters. Research market data/demographics, including interfacing with brokers to obtain comparable lease and sales information as well as debt capital market insights. Produce marketing materials and presentations to current and prospective institutional investors and lenders. Assist with due diligence and closing activities. Assist in formulating deal structures, taking into account legal, financial, real estate, and investor/capital aspects of the transaction. Assist in the preparation of internal and external presentations. Work on special projects as assigned, including formulating investment strategies and prospective business lines. QUALIFICATIONS: Bachelor's degree required with a concentration in real estate, finance, business, or accounting. 4+ years of professional experience working within an institutional real estate company or an institutionally backed sponsor is preferred Well-versed in Microsoft Office Suite with an emphasis on Excel, Word, and PowerPoint. Outstanding proficiency in creating complex financial models for real estate financial analysis using Excel, including knowledge of advanced Excel functions and ability to create joint venture waterfalls. Excellent writing skills and investment memorandum preparation. Strong analytical, quantitative, and communication skills. Demonstrable understanding of financial statements, use of comparative data and financial forecasting is required. Ability to work in a challenging, fast-paced environment and handle multiple projects at the same time, including travel on an as-need basis. Accuracy and attention to detail is critical. Willing to question assumptions, demonstrated passion for continuing education, and has a strong interest in the built environment. Integrity and collaboration are key.

This job posting is anticipated to remain open for 30 days, from 02-May-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself... * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Job DescriptionWe are a premier international law firm that handles high-profile, complex cases, and business transactions through our 10+ offices worldwide! We collaborate on an integrated basis, that gives us a dominant presence and allows us to serve a client base that includes the world's leading companies and financial institutions. We are recognized internationally as a leader in major Corporate/Finance Transactions such as M&A, structured finance, capital markets, banking, and project transportation, Litigation that include complex commercial, intellectual property, securities, and white collar, and Financial Restructuring , and Trust & Estates. We are looking to add a hybrid Alternative Investments CLO Practice Associate (Mid-Senior Level Associate: 2.5 years) to the team at our New York office - this is an opportunity to work on complex, high-profile transactions alongside a market-leading team withing a dynamic, collaborative environment. If you are interested in this opportunity, even if it may not be an exact match or a slightly different background, please apply! We encourage you to apply even if you may think it is not an exact fit. As we take all candidates into consideration and do our best to see where we may be able to fit you within our team.(**REQUIRED: please include/attach Law School transcripts with your application) RESPONSIBILITIES & QUALIFICATIONS Minimum of 2.5 years of experience advising on structured credit, CLO's, securitizations, or secured/structured lending transactions. Strong drafting and transaction management skills Ability to work effectively as a part of a close-knit, high-performing team Commitment to delivering excellent client service in a dynamic practice area BENEFITS & COMPENSATION Salary Range: $260,000 - $435,000 At least 2.5 years of experience in CLOs, securitization, or structured/secured lending. Strong transactional and organizational skills.

Reporting, strategy implementation, strategy validation and ad-hoc analyses including customer segmentation, competitive analysis, sensitivity analysis and modeling, and performance read. Expand competencies and grow business / industry acumen Demonstrate the ability to work on complex processes or projects across the end-to-end project cycle. Gain knowledge to suggest new answers to old questions, develop insights and push the traditional boundaries of the lending industry. Key Responsibilities: Under your manager's limited guidance, you will design, recommend, document and execute consumer credit underwriting and pricing strategies via extracting and analyzing requisite historical customer performance data from multiple disparate systems. Utilize data query tools (i.e., R, SAS, SQL, MATLAB, Python) and decision tree analytical software to develop, test and execute new strategies. Leverage traditional regression model and machine learning algorithm to understand the key drivers and estimate customer behaviors by different strategy treatment Drive profitable business growth via developing strategy optimization framework with full credit-cycle view Implement Quality Control processes to ensure data accuracy. Continually enhance existing processes and reporting through automation, quality control, presentation and insights. Effectively summarize and present results and insights to management. Qualifications: Bachelor Degree (Graduate Preferred) in a quantitative discipline, such as Engineering, Statistics, Economics, Business Management or Computer Science is preferred. 4+ years of experience in complex, data-driven problem solving. Master's or PHD degrees may offset experience.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Adecco Creative & Marketing has partnered with a luxury goods company to fill a sales associate position. Hourly Pay: $23-$25/hour (plus commission) Full-time: Must be available to work Saturday and Sunday consistently Location: Short Hills Mall Objective/Mission: As a brand ambassador, the Sales Associate is responsible for achieving and exceeding sales targets while delivering an exceptional client experience. This individual actively develops a personal client portfolio, contributes to daily boutique operations, and upholds the Maison's image and values. Key Responsibilities: Sales Achievement Consistently achieve or exceed monthly sales goals as set by management. Deliver outstanding customer service before, during, and after the sale-including after-sales support where necessary. Tailor client interactions based on individual needs and motivations. Confidently manage objections and negotiate to close sales. Stay informed on product knowledge, industry trends, and competitor activity. Client Relationship Management Build and nurture lasting relationships through exceptional service and personalized follow-up. Maintain accurate and detailed client data using CRM tools to support relationship-building. Resolve client issues promptly and escalate when appropriate. Participate in boutique events and networking opportunities, in collaboration with management. Boutique Operations Adhere to all operational and security procedures of the boutique and the Maison. Support daily opening/closing procedures and report maintenance issues. Assist with merchandising, inventory, and stock management. Participate in cycle counts, audits, and special projects (e.g., price changes, back-office tasks). Qualifications: Education & Experience College degree preferred Experience in luxury retail or high-end customer service Must be available to work weekends (Saturday & Sunday) plus one weekday Proficient in MS Office; SAP experience a plus Comfortable with retail systems and online tools Book of business (preferred) Personal Attributes Strong communication and interpersonal skills Bilingual abilities are a plus Knowledge of luxury goods or timepieces preferred Detail-oriented, adaptable, and team-oriented Professional demeanor and genuine enthusiasm for the brand This is a W2 position. Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. There is no PTO or holiday pay for contracts. Sick leave is accrued where applicable, check your state laws. Equal Opportunity Employer/Veterans/Disabled Must be authorized to work in the U.S. without employer sponsorship. To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: *The California Fair Chance Act *Los Angeles City Fair Chance Ordinance *Los Angeles County Fair Chance Ordinance for Employers *San Francisco Fair Chance Ordinance

Wip™ delivers a better energy experience. Period. We create smart, portable formats that provide a powerful boost without the baggage of traditional energy products. Our team sits at the intersection of science, design, and consumer culture. We bring together innovation, intention, and scale to unlock new energy rituals and meet people wherever they go - training, creating, commuting, or grinding through a shift. We are building a brand that moves with people - and fuels their days. Our Opportunity The $120B+ U.S. caffeine market is massive and stagnant - dominated by outdated formats that no longer match how people live. Wip™ is here to change that. Our products offer modern consumers a new way to access energy: easy-to-use pouches, crafted with premium, functional ingredients, at a lower cost. We are building a brand and product platform that expands the category and reshapes habits. This is not an iteration. It is a redefinition. Our Team Wip is on a mission to build a once-in-a-generation energy brand, and we are rapidly assembling the team to do it. We are creators, operators, and builders who move fast, think boldly, and operate with high standards. We work across functions - R&D, brand, sales, operations, people, and more - to create something new and enduring. If you want to shape a company and a category, we want to meet you. THE ROLE Wip is rewriting the rules of energy-and we're looking for a curious, driven, and analytical recent MBA graduate to join us as a Strategic Finance Intern for about three months. In this role, you'll report to the CEO and work closely with our senior leaders to learn how a fast-growing brand thinks about strategy, growth, and financial decision-making. You'll have the opportunity to support some of Wip's most important initiatives, ranging from financial planning and business analysis to go-to-market strategy and cross-functional operations. This internship offers a unique opportunity to gain hands-on experience in a dynamic, high-growth environment and develop practical skills in strategy and finance. This role is ideal for someone who is excited to learn, eager to solve problems, and ready to roll up their sleeves to support a mission-driven team building something significant. Key responsibilities include: Strategic Planning & Organizational Support Assist in developing strategic planning materials and help coordinate company-wide initiatives. Conduct research and analysis to support long-term planning, goal setting, and cross-functional alignment. Help document processes and frameworks that improve how we prioritize and execute as a business. Participate in team meetings and assist in tracking progress against key milestones. Execution & Cross-Functional Collaboration Shadow and support the CEO and leadership team in key operating rhythms, including team meetings, internal communications, and project updates. Coordinate across departments to help gather inputs, surface blockers, and support fast-moving projects. Take on ad-hoc assignments that require analytical thinking, organization, and cross-functional communication. Be a flexible team player-jumping in to help wherever you can add value. Financial Planning & Analytics Help build and update financial models, forecasts, and dashboards. Analyze key business metrics and prepare reports that help the team make data-informed decisions. Assist in evaluating new opportunities by gathering data, structuring models, and summarizing findings. Commercial Strategy & Go-to-Market Support Contribute to channel, pricing, and product analyses that support Wip's growth initiatives. Collaborate with Sales, Marketing, and Product teams to gather inputs and assess trade-offs in go-to-market plans. Support the team in creating systems to measure performance and learn from results. Board Strategy & Capital Planning Help prepare internal materials that inform external communications with investors and board members. Support the CEO and team in summarizing business performance and key initiatives. Assist with financial research and data gathering to inform capital allocation decisions. QUALIFICATIONS Recent MBA graduate from a top program. Will consider current MBA students, but require a minimum of 6 to 8 weeks. 3 to 5 years of work experience in management consulting, private equity, or investment banking. Exceptional analytical skills and comfort with financial modeling and Excel. Curious, proactive, and eager to learn. Experience in consumer goods and retail is a big plus. Ability to work in-office in NYC with the team (we have an in-office policy with Fridays as optional WFH, as business needs allow). Available to start immediately. Compensation: $2,500 per week with consideration for prior work experience

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

GROUP DESCRIPTION: Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including healthcare services, biotechnology, medical technology, tools and diagnostics, healthcare technology, and pharmaceuticals. The Healthcare Group consists of a team of approximately 120+ bankers focused on providing services to clients in these sectors in North and South America, Europe, and Asia. POSITION: The Global Healthcare Group is actively looking for Investment Banking Associate that will support the Life Sciences team across the Biotechnology, Pharmaceuticals, Medical Technology, as well as Tools and Diagnostics. PRIMARY RESPONSIBILITIES: * Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions * Perform financial valuation, discounted cash flow, leveraged buyout, pro forma merger, precedent transaction, and comparable companies' analyses * Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses * Analyze detailed corporate and financial information, as well as conduct due diligence * Build financial operating models and valuation models * Conduct industry and product research These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS: * Bachelor's degree from an accredited college or university * Currently living in New York, or willing to relocate * 3+ years of investment banking experience ideally in a Healthcare (Life Sciences) coverage or in a M&A product team * Detail-oriented with exceptional critical thinking and problem-solving abilities * Ability to manage a variety of transactions and projects simultaneously * Resourceful self-starter; able to work autonomously and a team player * Excellent interpersonal skills * Strong technical, written and verbal communication skills The salary range for this role is $150,000-$225,000. #LI-DNI

Key Responsibilities Work independently on a high volume and broad range of stock ideas. Develop clear, concise, and insightful write-ups with rapid pace. Recommend stocks, that create a material impact on the book. Communicate recommendations to the PM team in a clear, concise and effective manner. Over time develop the ability to source ideas across a wide range of countries and sectors. Contribute fresh, new, and challenging perspectives and ideas. Research economic issues related to investment opportunities across various sectors. Analyze data using mathematical models, statistical tools, and other software. Interpret and forecast trends relating to financial markets. Review wide variety and diverse set of industries, sectors, and organizations. Qualifications 2-3 years of relevant experience (minimum 1.5 years of investment banking experience).

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Associate, Counterparty Credit Risk - Corporate and Investment BankingCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! USA Job Function Description: Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies. Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas. Evaluates the adequacy and effectiveness of data, document retention, and monitors systems. Essential Functions/Responsibility Statements: Runs CCR models (stress testing, back testing, and settlement risk) that meet internal and external requirements. Assist in maintaining, testing, and improving CCR models; handles calibration, simulation, and pricing across all major asset classes. Formalizes testing protocols and processes to ensure that risk analytics deliverables that require system implementation are thoroughly tested, documented, and signed off ahead of production release. Assist in setting and monitoring CCR limits. Ensures key risks and issues are identified, documented, mitigated, and communicated to the appropriate stakeholders in a timely manner. Develops robust reporting to facilitate effective executive management requirements. Performs statistical analysis of large volume of financial data, such as historical data analysis. Works with IT on systems implementation. Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes. Manages risk analytics regulatory and BAU projects to ensure fulfillment of requirements and a timely delivery. Creates and maintains project plans and status reports. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 3-to-5-year experience within the financial industry. Bachelor's Degree in Statistics, Math, Finance, Accounting, Economics, or equivalent field. Knowledge of derivatives and lending products, stochastic calculus and linear algebra. Ability to analyze risk and design efficient control practices to manage risk. Ability to interact with all levels of management, work independently and in a team environment. Ability to multi-task, prioritize activities, manage conflicts of interest and meet deadlines. Demonstrated knowledge of credit policies, procedures, regulations and applicable law (SA-CCR and Basel III). Excellent written and verbal communication skills. Solid project management skills. Knowledge of SQL, Python, Microsoft Excel and PowerPoint. Proactive approach, initiative and resourcefulness Entrepreneurial spirit and attention to detail Team player EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: Employer Rights:This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This is not a contract for employment and either you or the employer may terminate at any time for any reason. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $76,875.00 USD Maximum: $130,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Banco Santander S.A.

GROUP DESCRIPTION: The Jefferies Technology Group provides a full suite of advisory and capital markets capabilities to clients across a few sectors, including software, internet, communications technology, semiconductors, etc. The Global Technology Group consists of a team of over 100 professionals focused on providing services to clients in these industries in North America, Europe and Asia. POSITION: The Global Technology team is actively looking for an experienced Associate for our New York office to help support the technology coverage efforts there. This position will support senior bankers across all sectors and will work on a variety of transactions including M&A, leveraged finance, public equities and other advisory services. PRIMARY RESPONSIBILITIES: As an Associate in the Technology Group, you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for a broad group of public and private clients. These responsibilities will include the following: Preparing and participating in the delivery of client presentations Compiling a variety of financial analyses such as valuation, M&A scenarios, and three statement operational models Analyzing business plans and participating in due diligence sessions Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s Participating actively in drafting sessions Mentoring analysts in the Technology Group These responsibilities afford direct and active interaction with the senior executive management teams of our clients as well as senior bankers at Jefferies. Associates in the Global Technology Group are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. REQUIRED BACKGROUND: Either (i) an MBA and investment banking experience; or (ii) an undergraduate degree and 3+ years of investment banking experience Strong technical, written and verbal communication skills Strong valuation skills and significant valuation experience Live in NYC or willing to relocate Familiarity with investment banking transaction processes Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter, able to work autonomously and as team player Helpful but not required: A background in technology, such as technology banking or consulting, or an undergraduate degree and/or work experience in a technology/engineering field The salary range for this role is $150,000 - $225,000. #LI-DNI

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

GROUP DESCRIPTION: Jefferies' Real Estate Gaming & Lodging (“REGAL”) Group offers a full range of investment banking services to the Real Estate industry. Our diverse client base covers a broad spectrum of companies, including those in sectors such as Residential, Office, Industrial, Retail, Storage, Casino Operators, Lodging and Leisure. The REGAL Group consists of a team of over 30 bankers focused on providing services to clients in these industries in North and South America, Europe and Asia. PRIMARY RESPONSIBILITIES: Significant responsibilities related to pitching as well as executing advisory and capital markets transactions for a broad group of public and private clients. These responsibilities will include the following: Assist in and lead the execution of M&A, restructuring and recapitalization transactions as well as equity and debt financings Work with a team on the preparation of pitch books and live deal materials including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Direct the preparation financial analyses to include valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies analyses Analyzing business plans and participating in due diligence sessions Develop client relationships through deal execution and pitching These responsibilities afford direct and active interaction with the senior executive management teams of our clients. REQUIRED BACKGROUND: Bachelor's degree from an accredited college or university and at least one year of Investment Banking experience Financial modeling coursework, training, or experience Strong written and verbal communication skills Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter, able to work autonomously and as team player The Investment Banking class of 2023 or later are eligible The salary range for this role is $125,000. #LI-DNI