Investment banker jobs in White Plains, NY - 410 jobs
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Relationship Banker - Northern Westchester County NY Area
Bank of America 4.7
Investment banker job in Armonk, NY
Armonk, New York;Katonah, New York
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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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.
$42k-53k yearly est. 6d ago
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Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Investment banker job in Greenwich, CT
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$94k-167k yearly est. Easy Apply 60d+ ago
Head of Systematic Futures Team (USA)
Trexquant Investment 4.0
Investment banker job in Stamford, CT
We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes.
Responsibilities
Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies.
Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes.
Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies.
Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
Requirements
5+ years of experience in researching and trading quantitative futures based strategies.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
Proven leadership experience in managing a team of quantitative researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary plus 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.
Applications are open for both Stamford and New York City offices, the latter with a planned opening in October 2026.
The base salary for this role is $130,000 to $200,000, and will be determined based on the candidate's educational background and professional experience. Base salary is one component of Trexquant's total compensation package, which may also include a discretionary, performance-based bonus. This position is classified as overtime-exempt.
Trexquant is an Equal Opportunity Employer
$130k-200k yearly Auto-Apply 60d+ ago
J.P. Morgan Wealth Management - Private Client Investment Associate - Yorktown Heights, NY
JPMC
Investment banker job in Yorktown Heights, NY
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDInvestment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$96k-164k yearly est. Auto-Apply 60d+ ago
Associate, Investor Services
Graham Capital Management 4.6
Investment banker job in Norwalk, CT
Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients - including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors - reinforcing alignment of interests across all strategies.
The foundation of Graham's sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them.
Description
Graham Capital Management, L.P. is seeking an seeking an Investor Services Associate to join its Investor Relations team. This individual will play a key role in supporting institutional and private wealth clients with a focus on client service and operational due diligence.
This role offers the opportunity to work cross-functionally across the firm's operational teams including Business Development, Marketing, Compliance, Legal, Fund Administration, Technology, and Trading Services and is suited for candidates with excellent communication skills, sound judgement, and a strong sense of accountability.
Responsibilities
Support the firm's response to investor operational due diligence reviews, including completion of DDQs, custom questionnaires, and follow-up queries.
Coordinate cross-functional responses and materials from internal teams (e.g., Legal, Compliance, Risk, Operations, and Technology) to ensure timely, accurate, and well-articulated deliverables.
Maintain and update investor-facing documents, operational due diligence materials, and standard templates for consistency and quality.
Partner with the broader Investor Relations team to help manage existing relationships and support new investor engagements.
Assist with meeting preparation and follow-up, including the creation of customized materials and internal briefing memos.
Manage investor information in the firm's CRM system, track diligence activities, and ensure proper documentation of client interactions.
Attend and support investor meetings and calls as needed.
Proactively contribute ideas and perspectives that help improve team processes, workflows, and client service capabilities.
Requirements
Bachelor's degree.
3-10 years of relevant experience within the alternative investments industry, ideally at a hedge fund.
Familiarity with hedge fund structures, fund operations, and due diligence requirements of institutional allocators.
A proactive and resourceful approach, with sound judgment and a willingness to take ownership.
Collaborative mindset and eagerness to learn; thrives in a team-oriented culture that values shared success.
Exceptional attention to detail and strong organizational and project management skills.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office (Excel, Word) and experience with CRM systems.
(Preferred) Prior operational due diligence or client service experience at a hedge fund.
Series 3 will be required after joining.
This role requires commuting into our Rowayton CT office Mondays through Fridays.
Base Salary Range
The anticipated base salary range for this position is $120,000 to $165,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications. This wage range may be modified in the future.
In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs.
Notes:
No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham's sole discretion, consistent with the law.
Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.
$120k-165k yearly Auto-Apply 17d ago
Investment & Trading - Intern (US)
Citadel 4.7
Investment banker job in Greenwich, CT
As we seek to become the most successful investment team in the world, we empower Traders to bring investment ideas to life. Our Traders identify opportunities in major financial markets around the world and take calculated risks. We succeed together in a team environment that facilitates close collaboration between Traders, Quantitative Researchers, and Technologists.
As an intern, you'll get to challenge the impossible in trading through a structured program that will allow you to collaborate and connect with senior team members and our CEO Ken Griffin. In addition, you'll get the opportunity to network and socialize with peers at iconic venues.
Your Objectives:
* Develop in-depth knowledge of a financial market
* Apply advanced statistical techniques to trading
* Constantly learn and adapt trading approaches
* Innovate by using one of the industry's most powerful trading platforms
Your Skills & Talents:
* Bachelor's, master's or PhD in applied math, engineering, statistical modeling, calculus, computer science, physics or related disciplines required
* Ability to think about the world systematically and quantitatively, as well as the ability to deal with uncertainty in a rigorous and statistical approach
* Interest in applying technology and/or quantitative skills to solve complex trading problems
* Passion for the markets and a desire to seize investment opportunities
* Experience with programming, scripting, and/or statistical software strongly preferred
Opportunities available in Greenwich, New York, Miami.
In accordance with applicable law, the base salary range for this role is $3,500 to $4,000 per week.
In addition, the employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax-free savings plans, and access to other healthcare programs.
About Citadel
Citadel is one of the world's leading alternative investment managers. We manage capital on behalf of many of the world's preeminent private, public and nonprofit institutions. We seek the highest and best use of investor capital in order to deliver market leading results and contribute to broader economic growth. For over 30 years, Citadel has cultivated a culture of learning and collaboration among some of the most talented and accomplished investment professionals, researchers and engineers in the world. Our colleagues are empowered to test their ideas and develop commercial solutions that accelerate their growth and drive real impact.
$3.5k-4k weekly 6d ago
Associate, Private Equity Co-Investments
FS Investments 3.4
Investment banker job in Darien, CT
Founded in 2008, Future Standard's equity co-investment platform is led by two senior investment professionals. The team has completed over 150 co-investments and committed ~$2.5 billion since 2008. The business is currently investing out of its sixth equity co-investment fund, which focuses primarily on U.S.-based middle market leveraged buyout transactions (EBITDA of $10 - $100 million or more) across a broad range of industries. The team looks to invest between $10 - $50 million per deal.
The Associate will be involved in all aspects of a private equity investment transaction, including diligence, execution, and post-closing investment monitoring. The Associate will be an integral part of the investment team and is responsible for many important aspects of a live transaction, including financial analysis and due diligence processes.
THE SUCCESSFUL CANDIDATE IS EXPECTED TO:
- Analyzing investment opportunities including conducting business, industry and financial due diligence
- Preparing complex financial models
- Drafting and presenting investment committee memoranda
- Monitoring portfolio company performance
- Preparing limited partner presentations, sponsor marketing and fundraising materials
QUALIFICATIONS:
- At least ~2 years of relevant experience: investment banking, private equity/credit, transaction advisory, or equity/credit research
- Strong analytical and communication skills
- Collaborative approach conducive to strong teamwork
- History of outstanding performance and high level of motivation
Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value.
Future Standard is an Equal Opportunity Employer.
Future Standard does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Future Standard and no fee will be paid.
Future Standard is a global alternative asset manager serving institutional and private wealth clients, investing across private equity, credit and real estate. With a 30+ year track record of value creation and over $86 billion in assets under management, we back the business owners and financial sponsors that drive growth and innovation across the middle market, transforming untapped potential into durable value.
Future Standard is an Equal Opportunity Employer.
Future Standard does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Future Standard and no fee will be paid.
$109k-168k yearly est. Auto-Apply 7d ago
Investor Relations Associate
The Military Veteran
Investment banker job in Darien, CT
Job Title:
Investor Relations Analyst / Investor Relations Associate
Our company, with over $38 billion in assets under management, is an employee-owned firm founded in 1994 to provide a full range of private asset investment strategies to sophisticated institutional investors. Our company has expanded to become a firm of more than 130 professionals with offices in Darien (CT), Dallas (TX), Zurich, Hong Kong, and Singapore. The firm invests on behalf of its sponsored-funds and separate account clients in private equity primaries, secondaries, and direct investment across private equity, credit, and real estate sectors.
Role Overview:
We are seeking an intelligent, creative, and motivated individual to join the Firms Investor Services team in Darien, CT. These roles provide a unique opportunity to learn about a variety of alternative investment strategies, as well as excellent exposure to all areas of our business. The Analyst or Associate will work in a team-oriented environment and will interact with peers as well as with senior members of the Firms investment teams. The ideal candidate will be a self-starter possessing strong intellectual curiosity and an eagerness to learn about the Firm's businesses. Critical thinking, direct communication, clear and effective writing, and an ability to organize multiple objectives and effectively prioritize tasks are characteristics that can promote success in this role. The Analyst must be able to: (i) work independently and in group settings with minimal supervision; (ii) organize multiple tasks and manage relationships with both internal and external professionals; (iii) communicate clearly and effectively with junior and senior professionals across the Firm; (iv) ask questions and seek greater knowledge of the Firms business that may be unfamiliar; and (v) apply strong interpersonal, quantitative and technical skills effectively.
Specific responsibilities may include, but are not limited to, the following:
Interfacing with investors, clients and external service providers
Writing professional responses to investors/clients seeking answers to questions
Supporting senior team members in planning and preparing for investor and prospect meetings
Writing, editing and proofreading lengthy, detailed RFPs and RFIs
Editing and updating marketing materials for all fund and service offerings
Reading and learning to understand legal disclosure documents
Researching industry publications and databases to support marketing efforts
Creating and updating reports using the company systems
Performing detailed analyses on industry topics, competitors and client investment portfolios
Job Requirements:
Minimum requirements for the positions include, but are not limited to, the following:
Analyst will have 0-3 years relevant experience. Associate will have 2-5 years relevant experience.
Bachelors degree with a strong undergraduate track record
Exceptional written and verbal communication skills
Proficiency in Microsoft OfficeWord, Excel, and PowerPoint
Strong analytical, strategic, and problem-solving skills
Impeccable attention to detail
Ability to work under time pressure
Ability to interface with multiple systems to acquire needed information
Confidence to interact with all levels of management, both internally and externally
In addition to the above-mentioned requirements, the following are highly desired:
Relevant undergraduate course work, internships, and/or extracurricular activities
Experience with DealCloud.com or a similar CRM system
Special consideration will go to candidates with advanced skills in Power BI, DealCloud, SQL, VBA, or Burgiss Private i.
$87k-149k yearly est. 60d+ ago
Consumer Bank Intern
Webster Bank Group 4.6
Investment banker job in Jericho, NY
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
If you're looking for an exciting opportunity to gain real-world work experience, Webster Bank's internship program delivers! High performing students entering their junior or senior year of undergraduate studies will have the opportunity to work side-by-side with Webster/HSA colleagues to gain valuable experience, knowledge, and skills. This internship program is designed to create a pipeline of candidates who may become Webster's next generation of leaders.
As an intern at Webster Bank/HSA Bank, you will experience an unforgettable summer of learning, networking, and fun, while gaining valuable experience that directly complements classroom studies. Every internship opportunity is structured to provide you with a meaningful experience, broad exposure to our corporate functions, and opportunities for mentorship and networking. Webster's internship will be demanding & rewarding and prepare you for your career ahead.
Summer Intern Program duration: June 1 - August 7, 2026.
Position: Summer Internship - Consumer Bank
Consumer Banking intern, under direct supervision, will support the identified Consumer Banking Administration team to assist Managing Directors in Administration, Performance Measurement, & Distribution. - gain exposure to a variety of consumer banking functions.
Key Responsibilities for This Position:
Assist CBA with Headcount & BCN staffing recommendation
Gather Banking Center Operating Hours competitive data and assist with recommendation
Work on special projects, entering data, working on excel spreadsheets, and other tasks as needed
Under direct supervision may assist with preparing colleague and/or team communications
May assist with preparing budget variance and reforecast
Support the team with incentive compensation reporting
Assist with market data research
Provide administrative support to the back-office team
Participation Benefits Include:
Networking and social events with other interns
Opportunities to meet with business professionals, leaders and early career professionals
Mentor assigned to help guide your experience at Webster Bank/HSA Bank
Future opportunities to interview for full-time positions post-graduation
Education, Skills, and Experience Requirements for Interns:
Current undergraduate rising Junior or Senior enrolled in an accredited college or university who is pursuing a degree in related field and has an interest in the banking/financial services industry
Resourceful, enthusiastic, and proactive
Highly organized
Demonstrated strong attention to detail
Experience creating and delivering presentations
Strong written and verbal communication skills
Self-motivated with a strong work ethic
Ability to learn quickly and solve problems
Strong analytical skills
Collaborative and inclusive team player
Proficient in Word, Excel, PowerPoint
Legally eligible to work in the U.S.
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
$71k-102k yearly est. Auto-Apply 1d ago
Franklin Templeton Investment Solutions (FTIS) - Undergrad Intern
Franklin Templeton 4.8
Investment banker job in Stamford, CT
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
2026 Undergraduate Summer Intern - Job Posting
Department Title: Undergrad Intern - Marketing & Communications (Franklin Templeton Investment Solutions - FTIS)
Position Summary:
The FTIS Marketing team develops and executes marketing strategies for Franklin Templeton Investment Solutions (FTIS), Franklin Templeton's multi-asset investment team. FTIS delivers customized, multi-asset solutions by leveraging Franklin Templeton's global capabilities and expertise from over 18 specialized investment teams, giving clients access to a broad range of strategies across public and private markets. Our marketing team leads thought leadership, client proposals, messaging, and digital marketing channels such as web, social media, and email to support FTIS' objectives.
This internship provides a hands-on opportunity to gain experience in digital marketing within a leading global asset management firm. The intern will work alongside experienced marketing professionals and gain exposure to cross-functional collaboration with investment, digital, and communications teams.
You will have the opportunity to:
• Contribute to real-world projects across web, social media, and email platforms.
• Learn how financial content is developed, distributed, and measured for impact.
• Be part of an innovative, fast-paced team that helps shape the digital presence of Franklin Templeton Investment Solutions.
Team Culture:
Our team is collaborative, creative, and strategic. We value curiosity, initiative, and teamwork. The environment is supportive and fast-moving, with open communication and shared goals. We partner with colleagues across marketing, investment, and communications to deliver cohesive, high-quality materials that strengthen FTIS profile and engagement with clients.
An intern in this department can expect to learn:
• How marketing initiatives are planned, executed, and analyzed.
• The fundamentals of social media management and content optimization.
• How to use digital analytics to measure engagement and performance.
• The process of developing and maintaining marketing materials and web content.
• How large organizations collaborate across functions to achieve marketing goals.
Key Responsibilities Can Include:
• Assisting with content creation, scheduling, and reporting for social media channels.
• Supporting updates and improvements to web pages and email campaigns.
• Helping to organize and maintain marketing assets and report on analytics dashboards.
• Researching industry trends and best practices in digital marketing.
• Collaborating with team members to support ongoing strategic initiatives.
Ideal Qualifications:
• Working toward a bachelor's degree in Marketing, Communications, Business, or a related field.
• Strong written and verbal communication skills.
• Interest in finance, investing, or digital media.
• Experience with Microsoft Office and familiarity with digital or social media platforms.
• Detail-oriented, organized, and eager to learn.
• Ability to work independently and collaboratively within a team environment.
Ready to make moves? Apply today!
Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered.
Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests.
This is a full-time internship where students will work approximately 40 (dependent on state/location) hours per week and earn competitive hourly pay of $30 (dependent on location and function) USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
$30 hourly Auto-Apply 49d ago
J.P. Morgan Advisors - Investment Associate - Riverside, CT
Jpmorganchase 4.8
Investment banker job in Riverside, CT
U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As an Investment Associate in J.P. Morgan Advisors, you will work in close partnership with the Financial Advisors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. In this role you will be involved in all activities that touch prospective or existing clients.
Job Responsibilities:
Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by direction of the Financial Advisor
Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives.
Identify and develop new business opportunities from existing client base.
Attend product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite.
Develops marketing strategy and builds presentations on behalf of the Financial Advisor(s)
Ad Hoc service requests as needed on behalf of the team/clients.
Required qualifications, capabilities, and skills:
5 years' experience in Financial Services industry
Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment.
Proactively identify and deliver appropriate solutions that address the needs of our clients.
Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.
Preferred qualifications, capabilities, and skills:
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint and Excel
$82k-117k yearly est. Auto-Apply 15d ago
Preferred Banker - Garden City, NY
Accounts
Investment banker job in Garden City, NY
Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an innovative approach to private banking.
What makes Peapack Private different from our competition? As an institution with over 100 years of history, we have always believed in putting the well-being and needs of our employees and clients first. We are proud to be recognized by
American Banker
for the eighth consecutive year as one of the nation's “Best Banks to Work For.” Our secret sauce, in a word, is our
culture
.
We value a diverse, equitable, inclusive, and safe workplace. Our one-team culture goes to great lengths to show all employees that they are valued members of the organization. We treat one another like family and communicate across the Bank in a transparent and frequent manner, respect and consider feedback from all levels, and operate with a philosophy grounded in hospitality and genuine human kindness.
There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Simply put, our culture is amazing.
Position Overview
The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients. They will be responsible for managing the overall client experience by efficiently by identifying cross-sell opportunities, presenting referrals to partnering business lines, and transactions. The Preferred Banker adopts and lives our core principals and display actions reflecting “Clients First” and “One Team” principles daily
Position Responsibilities:
Provide exceptional service to clients and bank partners. Accept and process all client request and work with other team members and partners to ensure the resolution of all client needs. Provide general management of client relationships to coordinate service and product delivery from all other divisions of the bank.
Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products, while proactively looking to identify additional potential opportunities to expand relationships.
Oversee client onboarding processes, ensuring all necessary documentation for opening and closing accounts complies with state and federal guidelines. Coordinate the delivery of information and communication with clients, prospects, referral sources, and internal partners.
Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.
Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed.
Essential Skills and Experience:
High School Diploma or GED required, College Degree in Financial Services or a related field preferred.
3-5 years' experience in a client service / client facing role, retail banking experience preferred
Knowledge of banking products, services and an understanding of branch operations/security
Ability to effectively interact with all clients and internal partners across the bank.
Demonstrated proficiency in gathering financial and KYC information from clients to open and service accounts.
Knowledge of KYC/BSA/Anti-money laundering regulations.
Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.
General understanding of Client Relationship Management (CRM) functionality
Nonessential Skills and Experience:
Previous experience using Salesforce or another CRM platforms
Prior experience using Silverlake or Xperience platforms
Benefits Overview:
We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.
The approximate pay range for this position is $79,918 to $100,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.
Note: Incentives and/or benefits packages may vary depending on the position.
$79.9k-100k yearly 60d+ ago
Intern - Commercial Banking - Westchester/Hudson Valley NY
Valley National Bank 4.9
Investment banker job in White Plains, NY
Responsibilities include but not limited to:
Learn about Salesforce/nCino.
Assist with loan portfolio management.
Assist and observe the commercial lending underwriting process.
Observe loan discussions and attend sales meetings.
Training on all deposit products offered by bank.
Learn about our treasury management process.
Assist Retail and Lending with analysis of new market.
Assist in identifying opportunities for sales in new market.
$67k-87k yearly est. 1d ago
Entry-Level Financial Representative
Thoroughbred Advisors-National Life Group
Investment banker job in White Plains, NY
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Compensation:
$75,000+ at plan commission
Responsibilities:
Utilize marketing tools and resources to grow your client base.
Participate in structured coaching and mentorship programs.
Offer solutions in insurance, asset accumulation, and retirement planning.
Attend virtual and in-person training to enhance financial expertise.
Develop client relationships and provide tailored financial strategies.
Qualifications:
Highly motivated with a strong work ethic.
Strong interpersonal and communication skills.
No prior financial experience is required, and comprehensive training is included.
Competitive mindset with a history of leadership or achievement.
Must be authorized to work in the US.
About Company
Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. From the outside, you would perceive that we are in the business of Financial Planning, Insurance, and Investments, which would be true, but beyond that, we believe we are in the business of personal development.
$75k yearly 24d ago
Banker
Blue Foundry Bank
Investment banker job in Hillsdale, NJ
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
BANKER
Department: Direct to Consumer Banking
Reports to: Branch Relationship Manager
Position Summary:
The Banker provides customers with exceptional financial support and advice while ensuring the highest levels of service delivery. In this role you will conduct all retail banking financial transactions and cross-selling bank products and services with the goal of deepening relationships.
Leveraging the bank's service and sales culture and increasing customer engagement is tantamount to the success of the Universal Associate Banker. The right person for this role is professional and capable of face-to-face interactions with customers to address complex financial needs and technologically savvy as it relates to bank services.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors.
Primary Responsibilities:
Consistently provides quality customer service by demonstrating our service/sales relationship building behaviors.
Evaluates and identifies financial needs and presents appropriate products/services to meet those needs.
Opens new accounts and related products/services (e.g., debit card, direct deposit, etc.)
Processes all financial transactions (e.g., cash/check deposits, withdrawals, etc.)
Participates in branch activities and events planned by Branch Management.
Focus on achieving individual and team goals.
Performs all teller related duties, including managing a cash box, replenishing cash in ATM/ITM's, maintaining adequate supplies for customer use, conducting monthly audits, and related activities.
Keen attention to all activities related to the processing of various types of accounts and ensures compliance with applicable regulations, policies, and procedures.
Competently and confidently teaches and demonstrates self-service options to customers.
Additional Responsibilities
Addresses internal and external inquiries relating to bank products and services, transactions, and policies and procedures.
Maintains confidentiality of customer information by complying with the Privacy Policy; complies with established policies and procedures when responding to inquiries and requests.
Promotes the security and safety of all employees and customers by complying with the Security Program.
Assists customers with entry to their safe deposit boxes, ensuring strict adherence to all bank policies and procedures.
Participates in business development efforts as assigned.
Assists in other areas of the bank/branch as required.
Job Requirements :
High school diploma or equivalent and a minimum of two years banking or retail experience with an emphasis on sales and customer service OR ;
College degree, with a minimum of one year of banking, retail, or equivalent experience.
Strong customer service, sales, interpersonal, and communication skills; ability to remain positive and customer focused at all times.
Must have the ability to work flexible hours and travel to various branch locations, as staffing requires, for unspecified periods.
Proficient with computers and the use of various programs and software applications, including Microsoft Suite (Outlook, Word, Excel, etc.).
Cash handling experience preferred.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
$39k-88k yearly est. Auto-Apply 23d ago
Financial Representative
NYC 4.4
Investment banker job in Norwalk, CT
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.
$34k-73k yearly est. 60d+ ago
Licensed Financial Services Representative
Eastern Advisory Group
Investment banker job in Syosset, NY
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."
$100k yearly 8d ago
Financial Services Representative
Empire Growth Partners/Northwestern Mutual
Investment banker job in East Hills, NY
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.
$90k-130k yearly 19d ago
Financial Services Representative
Blue Ocean Wealth Solutions-A Massmutual Firm
Investment banker job in East Hills, NY
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.
$90k-130k yearly 60d+ ago
Finance Representative
Apex Healthcare Partners
Investment banker job in Montebello, NY
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
How much does an investment banker earn in White Plains, NY?
The average investment banker in White Plains, NY earns between $96,000 and $291,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.
Average investment banker salary in White Plains, NY