Senior Financial Advisor
1 week ago
Jobot is in search of a proficient Senior Financial Analyst to enhance our finance department. This role is pivotal in interpreting financial data and influencing strategic decisions. If you are a finance expert eager to elevate your career, this position may be ideal for you.
Key Responsibilities:
- Construct financial models and deliver forecasts.
- Examine financial data and performance metrics.
- Spot trends and propose enhancements.
- Collaborate with finance colleagues.
- Support strategic planning and decision-making processes.
- Assess capital expenditures and investment prospects.
- Conduct business analyses and formulate forecast models.
- Ensure adherence to regulations and company policies.
- Generate reports and projections.
- Work in close partnership with the accounting team for precise reporting.
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
- A minimum of 2 years of experience in financial analysis.
- Expertise in Microsoft Excel and financial planning tools.
- Strong grasp of financial statistics and accounting principles.
- Familiarity with financial regulations and reporting standards.
- Experience in project management and strategic planning.
- Exceptional communication, analytical, and problem-solving abilities.
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Financial Advisor
4 weeks ago
New York, New York, United States LPL Financial Full timeFinancial Advisor - Alliant Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Alliant Credit Union in the New York Metro area would allow you to join the Investment Program at Alliant Credit Union as a...
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Financial Advisor
1 month ago
New York, New York, United States LPL Financial Full timeFinancial Advisor - Alliant Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Alliant Credit Union in the New York Metro area would allow you to join the Investment Program at Alliant Credit Union as a...
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Senior Financial Advisor
2 months ago
New York, New York, United States Optifino Full timeWe are seeking a highly motivated and experienced Senior Financial Advisor / Life Insurance Agent with 2-5 years of industry experience.The ideal candidate will have a proven track record in financial advising and life insurance sales, exceptional client relationship skills, and a strong desire to help clients achieve their financial goals.Life Insurance...
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Senior Wealth Advisor
1 month ago
New York, New York, United States Hopwood Financial Services, Inc Full timeThis position will take over top-tier clients within 18 months and may also train and supervise other staff in client service delivery.A Senior Wealth Advisor shows an interest in the long-term growth of the firm and will have the opportunity to become an owner in the firm.Oversee the client experience: Ensure clients receive a holistic wealth management...
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Premier Financial Advisor
4 days ago
New York, New York, United States FLUSHING FINANCIAL CORP Full timeAbout the Role**Job Summary:**We are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Flushing Financial Corp. As a Premier Financial Advisor, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesMeet or exceed all financial objectives,...
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New York, New York, United States Advisor Group Full timeAdvisor Group Careers Senior Vice President, Capital Markets and Investment Banking - Healthcare Sector Advisor Group is seeking a seasoned Senior Vice President to join our healthcare investment banking division. The ideal candidate will possess a robust background in private placements, PIPE transactions, registered directs, and follow-on offerings, along...
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Senior Financial Consultant
5 days ago
New York, New York, United States Avior Executive Search Full timeJob OverviewAvior Executive Search is seeking a highly skilled Senior Financial Advisor to join our team of experienced professionals. As a Senior Financial Advisor, you will be responsible for providing comprehensive financial planning and guidance to clients.Key ResponsibilitiesManage client portfolios and provide investment adviceDevelop and implement...
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Senior Financial Consultant
4 days ago
New York, New York, United States Avior Executive Search, Inc Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Avior Executive Search, Inc. as a Senior Financial Consultant. As a key member of our team, you will be responsible for providing comprehensive financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement personalized financial...
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Senior Wealth Management Advisor
1 week ago
New York, New York, United States Avior Executive Search, Inc Full timeFull Time Senior Financial Advisor Avior Executive Search, Inc. is in search of experienced Senior Financial Advisors to enhance their team of high-performing financial professionals. The successful candidate will possess a deep knowledge of financial strategy and will be equipped to deliver thorough advisory services to clients. Key Responsibilities:...
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Senior Financial Analyst
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeSenior Financial AnalystABOUT THE ORGANIZATIONCreative Financial Staffing is a prominent non-profit entity dedicated to delivering a variety of essential services aimed at assisting seniors in maintaining their independence.This position offers a hybrid work arrangement.There are numerous opportunities for professional advancement within the organization,...
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Senior Wealth Advisor
3 days ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our clients.Key ResponsibilitiesClient Acquisition and Relationship Building: Build relationships with new clients and deepen...
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Financial Advisor
2 weeks ago
New York, New York, United States New York Life Full timeNew York Life - Financial AdvisorNew York Life Insurance Company offers a diverse array of insurance and investment solutions, including life insurance, long-term care coverage, mutual funds, and group disability plans.Key Responsibilities:Assess clients' financial objectives and concernsGuide clients in strategic financial planningDesign tailored financial...
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Senior Wealth Advisor
4 days ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients, utilizing your expertise in financial planning and wealth management.Key ResponsibilitiesBuild relationships with new...
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Financial Services Advisor
2 weeks ago
New York, New York, United States Equitable Advisors Full timeUnlock Your Potential as a Financial Services AdvisorIf you are eager to explore your capabilities in the financial sector, consider a career with Equitable Advisors. We are recognized as a leading and expanding financial services firm, equipped with a network of over 5,000 financial professionals across the United States and Puerto Rico.Our Mission: At...
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Senior Financial Analyst
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeSenior AccountantABOUT THE ORGANIZATIONCreative Financial Staffing is a prominent non-profit entity dedicated to delivering a variety of essential services aimed at supporting seniors in maintaining their independence.This position offers a hybrid work arrangement based in a central office location.Exceptional opportunities for career advancement within the...
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Senior Financial Analyst
2 weeks ago
New York, New York, United States Mizuho Financial Full timeJob Overview:Mizuho Financial Group, Inc. is on the lookout for a skilled Financial Planning & Analysis expert to enhance their team. This position is pivotal in delivering comprehensive analysis and insights regarding the financial performance of Mizuho America, directly supporting senior management in strategic decision-making.Key Responsibilities:Engage...
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Business Financial Advisor
1 week ago
New York, New York, United States My Job Tank Inc. Full timeAbout the CompanyMy Job Tank Inc. specializes in delivering tailored strategic financial advisory and wealth management services to a diverse clientele. Our firm is built on strong relationships and exceptional client service, consistently anticipating and addressing the financial management and operational needs of our clients, which include businesses,...
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Senior Wealth Management Consultant
2 weeks ago
New York, New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeUpTick Financial is a cutting-edge wealth management firm that leverages technology to enhance automation and efficiency for financial advisors, allowing them to prioritize what truly matters—meaningful interactions with their clients.Our leadership team consists of seasoned entrepreneurs and operators who have successfully launched and exited two...
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Senior Investment Banking Executive
7 days ago
New York, New York, United States Advisor Group Full timeJob SummaryWe are seeking a highly experienced and dynamic Investment Banking Director to join our team at Advisor Group. The ideal candidate will have a proven track record in investment banking, exceptional leadership skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and execute business strategies to drive growth in...
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Senior Financial Professional
7 days ago
New York, New York, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. Our client is a prominent, nationally-recognized non-profit organization with a rich history spanning over 100 years.About the RoleThe Senior Accountant will be responsible for overseeing all financial activities, ensuring compliance with regulatory...