Financial Associate

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will be responsible for providing exceptional support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors with opening and maintaining client...

Wealthspire Advisors is a Fee-Only Fiduciary with a strong presence across the East Coast, West Coast, Midwest, and Mid-Atlantic regions, delivering exceptional service to clients through tailored portfolios and personalized financial plans.Our team is committed to a culture of transparency, collaboration, and accountability, with the ultimate goal of...

About the Opportunity:Creative Financial Staffing is working with a global trading firm focusing on chemicals and other materials. The organization is known for investing in their employees and promoting from within.Role Responsibilities:Prepare and maintain the company's financial records and perform other accounting functions as required.Prepare journal...

Job Title: Financial AssociateJob Summary: Comunilife is seeking an experienced Financial Associate to join our Finance Team. The ideal candidate will have a strong background in accounting and financial analysis, with excellent communication and organizational skills.Key Responsibilities:Under the supervision of the Director of Payroll, analyzes, prepares,...

Job OverviewFifth Avenue Financial is seeking a skilled Financial Services Representative to drive business growth and deliver exceptional customer experiences.Key Responsibilities:Build and maintain a portfolio of customers, providing tailored financial advice and services to meet their unique needs and objectives.Analyze customer financial situations and...

Financial Advisor Opportunity at Alliant Credit UnionAs a Financial Advisor associated with LPL Financial, you will have the opportunity to join the Investment Program at Alliant Credit Union in the New York Metro area. This role will allow you to build a strong client base with the credit union's exceptional referral system, leveraging the credit union's...

Job Title: Lead Financial AnalystBroadridge Financial Solutions, Inc. is seeking a highly skilled Lead Financial Analyst to join our Global Sales Compensation team. As a key business partner, you will work closely with HR, Sales Operations, and Sales Leadership to optimize sales compensation plans and provide expense forecasts for senior...

A Client Service Associate at Stifel Financial plays a vital role in assisting Financial Advisors with client account opening and maintenance. Key Responsibilities:Perform clerical functions related to client account opening and ongoing account maintenance.Assist Financial Advisors with client record management and data entry.Provide exceptional client...

Financial Management AssociateJoin Bank of China Limited, New York Branch as a Financial Management Associate and contribute to the development and maintenance of financial budgets and allocations. Assist in analyzing and monitoring the execution of financial budgets, preparing management reports, and contributing to expense management and fixed assets...

Job SummaryWe are seeking a highly skilled Senior Financial Associate to join our team. As a key member of our wealth management and institutional consulting firm, you will be responsible for providing exceptional financial services to our high-net-worth clients.Key ResponsibilitiesManage client relationships and provide personalized financial advicePrepare...

Our client, a prominent global law firm, is seeking an Expense Reimbursement Assistant to join their team. This hybrid position offers a unique blend of in-office and remote work, with a 3-day in-office requirement and 2 days of remote work. The working hours are 9:30am-5:30pm.Why choose this firm?Prestigious and stable firm with over 150 years of...

Financial Planning & Analysis RoleMAKE UP FOR EVER, a subsidiary of LVMH, seeks a Financial Planning & Analysis Associate to join our New York City Office. Reporting to the Director of Financial Planning & Analysis, this role will support the preparation of monthly financial closings, analyze brand financial performance, and provide actionable insights to...

Job SummaryAs a Financial Management Associate at Bank of China Limited, New York Branch, you will play a key role in assisting in the development and maintenance of financial budgets and allocations. You will support the analysis and monitoring of the execution of financial budgets, prepare management reports as required, and contribute to expense...

Job SummaryWe are seeking a highly skilled Financial Clearance Associate to join our team at NYU Langone Health. As a key member of our revenue cycle team, you will be responsible for ensuring accurate and timely insurance clearance functions to maximize hospital reimbursement and mitigate insurance denials.Key ResponsibilitiesVerify insurance eligibility...

Job SummaryWe are seeking a highly skilled and detail-oriented Financial Clearance Associate to join our team at NYU Langone Health. As a key member of our revenue cycle team, you will be responsible for ensuring accurate and timely insurance clearance functions to maximize hospital reimbursement and mitigate insurance denials.Key ResponsibilitiesVerify...

Financial Planning Associate ManagerAt ICMA-RC, we are seeking a highly skilled Financial Planning Associate Manager to join our Revenue & Sales team. This role will be responsible for delivering financial planning seminars and creating personalized financial plans for our clients.Key Responsibilities:Assist in department calling campaigns, individual...

Job SummaryPNC Financial Services Group is seeking a skilled Banking Associate to join our Retail Branch organization. As a Banking Associate, you will play a critical role in delivering exceptional customer service, processing high-volume customer banking transactions, and educating customers on new technology and banking products. This is an exciting...

Job Summary:US Tiger Securities, Inc. is seeking a highly skilled Sr Associate to join their team in New York. The ideal candidate will have a strong background in finance and be able to assist in negotiation processes, working to achieve the best possible terms for clients.Key Responsibilities:Assist in negotiation processes to achieve best possible terms...

We are seeking a highly skilled Equity Research Associate to join our US Metals & Mining research team in New York. As an associate, you will work closely with an analyst to provide insights and research on numerous companies across the US Metals & Mining spectrum.The ideal candidate will have a strong background in finance, accounting, or a related field,...

Job SummaryPNC Financial Services Group is seeking a highly skilled ALM Associate to join our Chief Investment Office organization in New York City, NY. As an ALM Associate, you will play a critical role in supporting senior staff in regulatory, governance, and other initiatives within the Asset & Liability Management group's investments team.Key...