Finance service representative jobs in Greenburgh, NY - 1,755 jobs

Passionate, dedicated employees who bring the Atlantic Attitude to life will enjoy more than just a great employee culture. They'll enjoy coming to work in an environment full of variety where they can build relationships and exceed customer expectations.

Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees. Excellent organizational and time management skills. Ability to work independently with little to no supervision. Cash handling experience preferred. High level of accountability, efficiency, and accuracy. Prior Customer Service experience. Microsoft Office and Excel skills. Salesforce experience preferred. Location: Esquire Bank, Jericho, NY (On-site) Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $40,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.

Russell Tobin's client is hiring a Customer Service Representative in Port Washington, NY Employment Type: Contract Pay rate: English Speaker - $17.50 French Speaker - $20 Responsibilities: Answer incoming calls and process customer orders. Troubleshoot technical issues, particularly related to electrical and IT systems, and communicate solutions clearly. Resolve customer complaints while maintaining composure and professionalism. Document customer interactions accurately and track call types. Follow up with customers regarding order status, shipping, and stock availability. Maintain support service levels consistent with Luxottica's standards. Perform all other duties as assigned. Requirements: High school diploma or equivalent. Minimum 1 year of experience in customer service, hospitality, or call center environments. Excellent telephone etiquette and communication skills (verbal and written). Strong PC skills including Microsoft Office (Word, Excel) and internet navigation. Ability to prioritize tasks, manage time efficiently, and work well in a team environment. Demonstrated listening and comprehension skills. Nice to have: Higher education degree. Experience using SAP. Knowledge of optical products and industry terminology. Bilingual in French. Benefits that Russell Tobin offers: Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

Armonk, New York;Katonah, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Is confident in identifying solutions for new and existing clients based on their needs - Communicates effectively and confidently and is comfortable engaging all clients - Has the ability to learn and adapt to new information and technology platforms - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) - Applies strong critical thinking and problem-solving skills to meet clients' needs - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Efficiently manages time and capacity - Focuses on results while acting in the best interest of the client - Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals - Six months of cash handling experience - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Commercial & Industrial Painting (NY-CT Region) | Top Performers Earn $150,000-$200,000+ | Base Salary + Uncapped Commission Are you a true hunter with a proven track record of closing B2B service contracts? Do you already sell in the commercial trades with relationships you can bring on Day 1? Do you thrive on achievement, competition, and delivering real value to clients? A.G. Williams Painting Company is a respected, 120-year-old commercial and industrial painting leader. We are seeking a high-performance Commercial Sales Representative to expand our footprint in Westchester, Fairfield, Putnam, Rockland, and surrounding counties. The Making of a Top-Performing Rep High Need for Achievement: You set big goals, attack them relentlessly, and expect to win. Competitiveness: You want to dominate your market, not just sell a job, but outperform competitors with superior solutions. Relationship Intelligence: You already have connections with: Property managers, facility managers, HOAs, schools & universities, industrial & commercial site managers, healthcare facilities, hospitality, retail, and institutional clients Consultative Problem-Solving: You listen deeply, identify risks/needs, and tailor the right solution, never just “quote a job.” Resilience & Tenacity: You follow up, stay organized, and keep deals alive through long cycles. Coachability & Accountability: You want structure, process, and feedback. Most importantly, you pride yourself on hitting your goals every single month. Compensation Base Salary + Uncapped Commission Structure Top performers earn $150K-$200K+ annually, with no ceiling on earnings. Your income is driven by your effort, skill, and relationships. What You'll Do Drive Revenue. Build Relationships. Close Deals. You will: Proactively identify, prospect, and win new commercial accounts. Leverage existing customer relationships and build new ones across NY-CT. Conduct site visits, measurements, and detailed takeoffs. Prepare accurate estimates using company estimating tools (training provided). Present proposals and close business confidently and professionally. Build a pipeline through consistent prospecting and networking. Collaborate with operations to ensure flawless project hand-off. Maintain CRM discipline, follow a proven sales process, and hit revenue targets. Must-Have Qualifications 5-7+ years B2B trade sales experience: Painting industry experience is ideal. Comparable trade experience (roofing, flooring, pavement, restoration, mechanical, janitorial, facility services, etc.) is acceptable if you have strong relationships in our target market. Strong existing relationships in the territory: This role requires a warm network and the ability to generate meetings through trust and reputation. Proven track record of hitting sales goals: Average performers will not succeed here. Hunter mindset with relationship-first approach: You must be both aggressive and professional. Relationship Building & Communication Mastery: Skilled in prospecting, engaging prospects, and presenting solutions with clarity and confidence. Self-Driven, Organized, Coachable, Accountable: We value autonomy, and we also expect process alignment and a team-first mentality. Valid driver's license + reliable vehicle Key Behaviors of High Performers (Drawn From Industry Best Practices) Our top reps share the following traits: Disciplined time management and high-output daily activity CRM mastery and exceptional follow-up Confidence without ego Empathy and consultative communication Professional appearance and conduct Ownership mentality, no excuses, only solutions Strong teamwork with estimators, operations, and leadership What Greatness Looks Like Existing book of business or strong relational equity Self-generating opportunities Winning 50%+ of qualified estimates Clean, accurate project documentation Consistently hitting revenue, profit & activity targets High client retention About A.G. Williams Painting Company A.G. Williams is a fourth-generation, family-owned leader in commercial, industrial, and institutional painting. For 120 years, we have built our name on professionalism, consistency, craftsmanship, integrity, and long-term partnerships. Our commercial division focuses on direct-to-owner repaint work across corporate offices, industrial buildings, hospitals, schools, multifamily properties, country clubs, religious institutions, municipalities, and more. Benefits & Professional Growth Unlimited income potential Stable pipeline support and high-quality inbound opportunities Career path with continuous mentorship and performance coaching Ongoing paid training: coatings systems, manufacturer certifications, LRRP, lift certifications, OSHA, and other skill-development programs Strong operations team to ensure projects are delivered professionally and on time Sell a respected brand with 120 years of excellence A value proposition built on quality, trust and professionalism Family culture and strong team support Flexible PTO and paid holidays To Apply Apply on our company website, directly on LinkedIn, or on Indeed. You can also send your résumé and a brief note to ******************************** with the subject line “Your Next Commercial Sales Representative”.

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

Job Description Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies. Responsibilities Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies Coordinate with operations on settlements and corporate actions Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development Requirements Bachelors, Masters or PhD in STEM related fields 3+ years of experience in corporate credit and rates trading, preferably on the buyside Proficiency in trading platforms: MarketAxess, TradeWeb, TruMid, and Bloomberg Exposure to fixed income quantitative/systematic strategies Proficiency in programming languages (such as Python) and statistical modeling Deep understanding of corporate credit and rate markets Strong problem-solving skills with an ability to work independently and as part of a team Benefits Competitive salary plus bonus bonus based on individual and company performance Collaborative, Casual, and friendly work environment PPO Health, dental and vision insurance premiums fully covered for you and your dependents Pre-tax commuter benefits Weekly company meals Trexquant is an Equal Opportunity Employer

Experienced Trader Job Description We are Gelber Group -- Passion for Trading. Powered by Technology. Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology. We believe in a culture of entrepreneurship, innovation, and collaboration and we empower each member of our team to have a meaningful impact from the very start of their career with Gelber. We invest in our future through our technology and talented staff, strategically committing resources to move our firm forward and help our people succeed. We trade a little bit of everything here and are always looking to expand into new opportunities. Our flat organizational structure and focus on a true meritocracy with competitive profit splits attracts individuals with an edge which contributes to our consistent success. As an Experienced Trader, you will have a real opportunity to have a huge impact on the firm. You will work side by side with other successful and talented individuals to capitalize on market opportunities. This role is for someone who flourishes in a fast-paced environment, has a strong work ethic, a competitive attitude, and a proven record of profitability in a trading position for at least 2 years. What you'll need: Proven track record of profitability as a trader for at least two years Develop and implement trading strategies aimed at generating consistent profits while adhering to risk management guidelines and regulatory requirements The ability to create and support quantitative models Experience with data analysis programming languages (Python is a plus) An attentive, mindful, and focused demeanor Proven self-starter Ability to thrive in a fast-paced and dynamic trading environment, with a focus on teamwork, collaboration and continuous improvement Strong communicator who works well with others but also thrives in an entrepreneurial environment The approximate annual base compensation range for this position in White Plains, New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package. Benefits and Culture: Medical, Dental and Vision Benefits Life insurance and long-term disability 401K Generous vacation time, paid holidays, and paid parental leave Social events including team dinners and company parties Employee referral bonus program Tuition Reimbursement Charitable giving and company match Casual, relaxed office environment If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked here.

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan's Paper. This position is located in East Hills, Long Island, New York. Financial Services Representative Responsibilities: Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you ** Conduct portfolio reviews and analyses to ensure alignment with clients' objectives and risk tolerance, making appropriate adjustments as needed Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation Provide ongoing client support and address inquires related to account activity, performance, and general financial matters Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies Financial Services Representative Qualifications: Excellent interpersonal skills Bachelor's degree is preferred, or experience in a similar role in the financial services industry Results-orientated with a track record of achieving sales and business goals Ability to work independently and collaboratively in a team setting What makes Blue Ocean Wealth Solutions, LLC Unique: Commission, Allowances, and Bonuses Approximate expected first year earnings range from $90k to $130k*** Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match **** Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships State of the Art office with modern technology capabilities and teamwork culture Willing to obtain the Life & Accident and Health License and Series 7 & 66. On-site Firm Weekly Series 7 training Study Group Flexibility to offer non-proprietary insurance through 3rd Party Relationships Internal localized Support from the Executive Leadership Team Initial 6-month Executive Training Program and personalized development thereafter Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs Visit our website at ******************** #LI-BOWS1 We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time. *Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Job Title: Financial Services Representative Blue Ocean Wealth Solutions, LLC, a MassMutual Firm - ******************** At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits and Property & Casualty**** Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolio. We were awarded Top Long Island Workplaces of 2018 to 2025 by Newsday/Dans Paper Financial Services Representative Responsibilities: Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a need analysis Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, and wealth management solutions ** Conduct portfolio reviews and analyses to ensure alignment with clients objectives and risk tolerance, making appropriate adjustments as needed. Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions. Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation Provide ongoing client support and address inquiries related to accountancy activity, performance, and general financial matters. Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies Financial Services Representative Qualifications: Excellent interpersonal skills Bachelors degree is preferred, or experience in a similar role in the financial services industry Results-orientated with a track record of achieving sales and business goals Previous New Business Development and Sales experience a plus Ability to work independently and collaboratively in a team setting What makes Blue Ocean Wealth Solutions, LLC Unique: Commission, Allowances, and Bonuses. State of the Art office with modern technology capabilities and teamwork culture. Willing to Obtain the Life & Health License & Series 7 & Series 66. Material provided. Flexibility to offer non-proprietary insurance through 3rd Party Relationships. Internal localized Support from the Executive Leadership Team. We offer Training and Support for those who wish to do Fee-Based Holistic Financial Planning**. Initial 6-month Executive Training Program and personalized development thereafter. Participating in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs. Approximate expected first year earnings range from $90k to $130k***. Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match *****. We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. **To do Fee-Based Financial Planning or offer other investment/insurance/Property & Casualty advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. *****401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, and Skills Three plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description/Position Responsibilities Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients Assist in developing and implementing marketing campaigns Assist in the development and maintain adequate marketing pipelines to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Required Experience: Minimum of 3 years of experience with an investment, commercial or private bank 2 years of client service, business development and/or Sales Desk experience Experience in understanding the financial needs of all types of clients Bachelor's degree preferred, or relevant work experience Skills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Excellent verbal and written communication skills Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results Ability to understand the financial needs of the retail brokerage clientele Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Software proficiency (e.g., Word, Excel, PowerPoint) Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Strong interpersonal collaboration and team skills including working with cross-functional teams WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Description Turn your goals into meaningful success. Are you looking to build a rewarding career in the financial services industry-even without prior experience? We're seeking driven, coachable individuals who are eager to learn, grow, and develop a long-term career in finance. As a Financial Representative, you'll work closely with individuals, families, and business owners to help build strategies designed to achieve their financial goals. Through our comprehensive training program, you'll gain the skills, confidence, and knowledge needed to thrive in a career that makes a lasting impact. What we offer: The ability to design your career with a hybrid work model, combining remote flexibility with in-person training, team collaboration, and ongoing support from a Forbes-recognized insurance organization A comprehensive benefits package, including medical, dental, and vision coverage; a 401(k) with company participation; and group life insurance A training stipend plus performance-based incentive opportunities Company-sponsored licensing, education, and professional development Clear pathways for career advancement, including opportunities to grow into leadership roles No financial background? No problem. Over 90% of our top-performing advisors started their careers in fields such as real estate, accounting, education, and other non-financial industries. If you've been successful in your current role and are ready to take the next step, we'll provide the mentorship, training, and resources needed to succeed in financial services. Applicants must be within commuting distance of Hauppauge, NY. Compensation: $100,000 OTE Responsibilities: Client Relationship Management Build and maintain long-term client relationships through consistent communication and regular review meetings Lead discovery conversations to understand clients' financial objectives, risk tolerance, and personal priorities Deliver clear, confident, and compliant financial guidance tailored to client needs Financial Planning & Analysis Analyze client financial information to develop comprehensive, personalized financial plans Provide guidance on retirement planning, investment strategies, tax-efficient solutions, education funding, risk management, and estate planning Prepare and present financial plan recommendations, including ongoing performance reviews Sales & Business Development Identify new client opportunities through referrals, networking, and community engagement Recommend tailored investment and insurance solutions to meet individual client goals Consistently meet or exceed activity, growth, and revenue targets Compliance & Documentation Ensure accurate and timely documentation in compliance with SEC, FINRA, and internal policies Stay up to date on market trends, product offerings, and regulatory changes Qualifications: Required Qualifications Active Series 7 and 66 licenses (or Series 65/63 combination), or equivalent state insurance and securities licenses Bachelor's degree in finance, business, economics, or a related field, or equivalent professional experience Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role Strong understanding of investment products, financial planning principles, and regulatory requirements Excellent communication, presentation, and client relationship management skills Preferred Qualifications CFP, ChFC, or progress toward obtaining a professional designation Experience with CRM systems and financial planning software Existing book of business (preferred but not required) About Company With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848. Fortune 500 Company - Backed by the strength and support of a nationally recognized company. Forbes America's Best Insurance Companies Permanent Life 2025 Mission Driven - "Do good. Be good. Make good."

Are you passionate about Sports? Do you have an analytical mind and a sharp eye for detail? The Wow Betsson Group are looking for a Football Live Trader for our sportsbook team to be based in Bogotá. Working within the Betsson Sportsbook team, as a Football Live Trader you will be responsible for trading … Continued Operations Bogotá Are you passionate about Sports? Do you have an analytical mind and a sharp eye for detail? The Wow Betsson Group are looking for a Football Live Trader for our sportsbook team to be based in Bogotá. Working within the Betsson Sportsbook team, as a Football Live Trader you will be responsible for trading a variety of sports focusing mainly on Football leagues from all around the world. You will be part of a team that has a passion for sports and teamwork. A taster of what you will be involved with: * You will be responsible to manage live odds, risk and position of various markets, * Create and settle events when required, analyze customer betting patterns, * Assist with improving and developing trading tools, report any issues or errors, interact with other departments in the promotion of the live product * Resolving of problems that may occur and providing a better service to our clients. The role reports to the Live Football Team Leader within Sportsbook. What we are looking for * Good understanding of live sportsbook product and its dynamics as well as a keen interest in World Football * The role requires work during unsociable hours with the flexibility to work at any time including evenings, nights, weekends and public holidays. * Comprehension of sports odds. * Good mathematical ability including the understanding of statistics and probabilities. * Computer skills including familiarity with Microsoft Office. * Be able to think quickly and work under pressure with minimal supervision. * Excellent communication, organisational, teamwork and interpersonal skills. * Fluency in English. * Minimum 2 years of experience as a sports trader. What we offer Much like riding a rollercoaster, sometimes life at Betsson can be lightning fast with twists and turns but always FUN! Then again, what else would you expect from a business 75% millennial and 1700 strong, spread across 7 offices with 900 based out of our Malta HQ alone! We recognise it may not be for the faint-hearted, but if you're a go-getter, initiator and adrenaline junkie, always striving to push the boundaries and challenge yourself, then you'll fit right in. Challenge accepted? By submitting your application, you understand that your personal data will be processed as set out in our Privacy Policy Apply Here First Name * Last Name * Email * Phone * Resume * Cover Letter LinkedIn Profile Website Do you speak English? * Select an option Not at all Basic understanding Intermediate Advanced Native Are you willing to come to the office on Mondays, Wednesdays and Fridays? * No Yes Would you need to relocate in order to perform this role? * No Yes Are you open to work on a flexible schedule? This may include weekends, public holidays.. * No Yes What is your salary expectations in CP monthly ? * Submit Application Similar Jobs Customer Service Agent We are looking for a Customer Service Agent to join Betsson Group Vilnius office. The role works in shifts from 8am to 7pm. THE DAILY ACTIVITIES INCLUDE: helping our customers via email, chat, telephone; being a representative externally towards our customers; assisting Team leader to report on what is happening in the market. APPLY IF YOU HAVE: • Excellent Lithuanian communication and written skills;• Good English communication and written skills;• Ability to work both in teams environment and individually;• Ability to cope with heavy workloads. EXTRA AWESOME: Have experience in customer service; Speak Russian. WHAT'S IN IT FOR ME? You'll get the opportunity to work in an international environment and to Operations Vilnius Discover The Position Danish speaking - Customer Service (inc relocation to Malta) Betsson Group er en førende online spillevirksomhed, der opererer i over 20 lande verden over og tilbyder et bredt udvalg af online spilprodukter som sportsbetting, casinospil, poker og bingo. Virksomheden blev grundlagt i 1963 og har været en pioner inden for online spilindustrien siden lanceringen af deres første online bookmaker i 2002. Betsson er dedikeret til at levere den bedste kundeoplevelse i branchen og har vundet adskillige priser for deres engagement i ekspertise og kvalitet. Betsson har hovedkontor i Stockholm, Sverige, og beskæftiger over 2.000 medarbejdere på deres forskellige kontorer rundt om i verden. Virksomheden har licens fra flere tilsynsmyndigheder og Operations Malta Discover The Position AML Analyst We are looking to further grow our current Risk & AML team and therefore a new exciting position has arisen for a AML analyst to join our team in Malta. The Challenge As an AML analyst you will be working within a specialised and diverse team of agents to pro-actively detect, monitor and assess player behaviour and transactions that relate to potential CFT or AML scenarios as per current procedures. The role revolves around the analysis of customer accounts and transactions via pre-determined reports and alerts in order to determine and counter fraud and to detect any possible malicious scenarios, money laundering or Operations Malta Discover The Position Payments Quality Analyst The function of the Payments & Fraud Trainer and Quality Analyst is to ensure that all Payments Analyst and Shift Leaders are fully trained on their required tasks Main Responsibilities: The main responsibilities include but are not limited to: Acclimate new hires to the business and conduct orientation sessions as well as be of support and a mentor. Create comprehensive and effective training and knowledge/skill developing programme. Liaising with managers to determine training needs and schedule training sessions. Direct structured learning experiences and monitor their quality results. Conducting of periodical refresher training and tests to ensure both PA and SL are at an optimal level of skill and Operations Malta Discover The Position

JobID: 210679770 JobSchedule: Full time JobShift: Day Base Pay/Salary: Briarcliff Manor,NY $25.00-$32.69 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Global Wealth Management via Wealth Management (WM), and Asset Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, retirement, and trust services. Morgan Stanley Private Bank, National Association ("Bank" or "MSPBNA") provides deposit and lending products and services to serve the needs of Wealth Management clients and seeks a Conduct Risk Associate as part of the Bank's First Line Operational Risk Organization. The Conduct Risk Associate will perform day-to-day oversight to identify and monitor for potential conduct risk activity. We do that by creating, owning, and enhancing a suite of risk reports and tools to be used by Bank Management and Bank Conduct & Compliance Risk. The Conduct Risk Associate will report to the Bank's Conduct Risk Officer and will be based in Purchase, NY. Conduct Risk Associate will be expected to: * Conduct daily surveillance of Bank Home Office employees and provide employee education for identified policy violations * Conduct daily and periodic monitoring activities and maintain accurate metrics and reporting * Prepare and summarize results of offsite monitoring for reporting to Senior Management * Monitor and report metrics on Conduct Risk related activities for the Bank's First Line Operational Risk Organization * Assist with review of outside activities and private investment transactions submitted by Morgan Stanley employees to ensure the activity/investment do not result in actual or perceived conflicts of interest * Support various Bank Conduct Risk initiatives, proactively identifying risks and ensuring appropriate supervision * Manage projects as needed and assigned; deliveries are often related to ad-hoc requests so a successful candidate must be able to work in an environment with evolving priorities, making sound decisions about prioritization * Collaborate and build effective working relationships with colleagues in Business Units, second and third-line control functions (Legal, Compliance, and Audit) on an ongoing basis Qualifications: * Bachelor's Degree or higher * 3+ years of experience in audit, business management, legal/compliance, banking and lending product risk advisory, internal audit, or operational risk management * Strong understanding of operational risk within the Financial Services industry (e.g. Private Banking, Retail Banking, Investment Banking and/or Wealth Management) * Knowledge of lending and deposit product risks including risks related to residential mortgages, securities-based lending, and deposits * Strong organization skills with the ability to multitask and prioritize; ability to work under pressure and to tight deadlines * Strong analytical and problem-solving skills (critical thinking ability) * Excellent written and verbal communications skills * Detail-oriented and accurate * Ability to work in a team environment, build and maintain a network of contacts and coordinate with a large number of stakeholders across the Bank and Firm * Proficiency in MS Office applications (e.g., Word, Excel, PowerPoint, SharePoint) WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $58,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Salary plus commission/bonus Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process

Northwestern Mutual, one of the “World's Most Admired” companies according to FORTUNE magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune's 500, was named the “World's Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com. Job Description As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client's long term financial goals and objectives. - Provide needs-based analysis to help ensure the client's needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele. Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential Qualifications Preferred Qualifications: - Bachelor's degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others Additional Information Northwestern Mutual is annually honored as one of the “World's Most Admired Companies” in the life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that distinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling Power Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by the leading investment industry publications: Investment News; Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. All your information will be kept confidential according to EEO guidelines.

Job PurposeOrganize all client facility invoices and communication received so that its forwarded to the correct senior in a timely manner. Keep facility staff and vendors informed as needed.Duties & Responsibilities 1. Oversee and manage workflow for assigned facilities to ensure invoices get paid in a timely manner: - Enter invoices into GP - Reconcile vendor accounts - Sort and handle incoming mail/correspondence - Run monthly P&Ls - Complete monthly projects/checklist - Management of Credit cards and other financial tools 2. Serve as point of contact for facility Vendors: - Reach out to vendors for missing invoices - Process statements that are sent by vendors - Vendors point of contact for missing payments or questions regarding payments - Facilitating payments for sensitive vendors 3. Ensure transparent communication and a high caliber of customer service for all relevant stakeholders: - Respond timely and accurately to all inquiries - Proactively address any barriers to efficient workflow both intra and interdepartmentally - Keep direct manager informed about deadlines as well as process implementation 4. Other duties as assigned Qualifications A successful individual in this role will: - Have basic computer knowledge and communication skills Specific requirements: - Currently in school for an Accounting Degree - Able to prioritize and meet deadlines - Able to operate independently - Attentive to detail - Organized - Able to learn new systems and policies - Possess excellent verbal and written communication skills Compensation: $22-$25/hr based on experience and location