College Financial Representative

Job SummaryThe Senior Financial Leader will provide leadership and oversight to general accounting, financial reporting & compliance, restricted funds stewardship & reporting, payroll, procurement and accounts payable at Barnard College.The ideal candidate will directly report to the Senior Associate Vice President for Finance and lead a team in developing...

Job Summary:The Institutional Relationship Manager will be responsible for conducting 529 college savings seminars and outreach to New York employers, community groups, and other local organizations on behalf of NY's 529 College Savings Program Direct Plan.This position will be home-based, in the NYC area; however, occasional travel throughout the State is...

Job SummaryWe are seeking a highly motivated and detail-oriented Student Financial Services Representative to join our team at Marymount Manhattan College. The successful candidate will provide exceptional customer service to students, parents, and faculty, while maintaining accurate and up-to-date records of student accounts and financial aid.Key...

Financial Advisor Career Opportunity at Ameriprise Financial Services, LLCJob Summary: We are seeking a highly motivated and skilled Financial Advisor to join our team at Ameriprise Financial Services, LLC. As a Financial Advisor, you will be responsible for developing and implementing comprehensive financial plans for our clients, helping them achieve their...

Job SummaryThe Director of Operations and Financial Strategy will oversee the financial and operational aspects of the Ed Center, ensuring alignment with College-wide practices. This role will report to the Vice President and work closely with the Chief Operating Officer, Chief Financial Officer, and other operational staff.Key Responsibilities Participate...

Key ResponsibilitiesThe Participant Services Representative plays a vital role in delivering exceptional customer service to participants in employer-sponsored retirement plans. This includes answering inbound calls, assessing participant needs, and providing service resolution through clear and concise explanations of plan features and benefits.Key Skills...

Financial Services RepresentativeAt Equitable Advisors, we are seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing exceptional customer service and building long-term relationships with our clients.About the RoleThis is an exciting...

Job SummaryCultivate relationships with new and existing clients, providing ongoing advice, service, and relationship building. Support tenured Financial Advisors in servicing existing clients.Key Responsibilities:Meet with clients to discuss financial goals and develop plansResearch and recommend investment products and fundsTrade securities and manage...

About the RoleAs a Financial Representative Associate at Modern Woodmen of America, you will have the opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. This role requires a motivated individual with an entrepreneurial mindset, a passion for giving back to the local community,...

Job SummaryThis role supports Financial Advisors (Registered Representatives) in running their day-to-day Investment practice while enhancing the customer service level and experience. The Client Services Representative works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions,...

Job SummaryThe Chief Financial Aid Officer is responsible for the overall administration and management of the financial aid work at the Graduate School of Education. This role provides leadership for financial aid functions and fosters effective communication with prospective students, Student Services, and the Bank Street community.Key...

About Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets...

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...

Job Title: College Access SpecialistBig Brothers Big Sisters of New York City is seeking a dedicated and experienced College Access Specialist to join our team. As a key member of our College & Career Success Program, you will play a vital role in deepening our college access efforts for our youth.Job Summary:The College Access Specialist will work closely...

About Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver customized...

About Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being and provide them with the confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver...

The Director of Financial Aid at Bank Street College of Education is responsible for the overall administration and management of the financial aid work at the Graduate School of Education.This role provides leadership for financial aid functions and fosters effective communication with prospective students, Student Services, and the Bank Street...

About Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their...

About the RoleWe are seeking a highly motivated and experienced Personal Financial Representative to join our team at Allstate. As a Personal Financial Representative, you will have the opportunity to build your own financial services practice with the support of our experienced team.Your ResponsibilitiesAs a Personal Financial Representative, you will be...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Equitable Advisors. As a Financial Planning Specialist, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial plans...