Current jobs related to Financial Services Expert - New York, New York - Equitable Services


  • New York, New York, United States Diversified Financial Services Full time

    We're looking for a highly skilled bookkeeping and financial services professional to join our team at Diversified Financial Services! In this role, you'll have the opportunity to provide expert bookkeeping and financial services to clients, including preparing financial statements, reconciliations, and other financial documents.About the Role:Prepare...


  • New York, New York, United States Financial Institution Full time

    Are you ready to take on a challenging role as a Financial Institution Expert? We are seeking an experienced professional to join our team as a Managing Principal in the Capital Markets space.About the JobIn this role, you will be responsible for leading client engagements and developing new business opportunities. You will work closely with clients to...


  • New York, New York, United States Financial Institution Full time

    Job OverviewWe are seeking a seasoned Senior Financial Markets Expert to lead our Capital Markets team. As a key member of our organization, you will play a critical role in driving business growth and delivering high-impact projects for leading clients across Financial Services.About the Role:Lead a team of consultants and subject matter experts in a...


  • New York, New York, United States Prudential Financial Full time

    Job OverviewWe are seeking an experienced professional to join our team as a Senior Financial Services Consultant. This role offers a unique opportunity for growth and development in the financial services industry.The ideal candidate will have a strong background in wealth management and a proven track record of success in delivering exceptional client...


  • New York, New York, United States Phaxis - Financial Services Full time

    Job TitleAccounts Payable SpecialistAbout UsWe are Phaxis - Financial Services, a leading financial services provider dedicated to delivering exceptional accounting solutions.Compensation PackageThe estimated salary for this role is $50,000 - $70,000 per annum, depending on location and experience.Job DescriptionKey ResponsibilitiesAccurate entry of purchase...


  • New York, New York, United States Raymond James Financial Services Full time

    About This RoleWe are seeking an experienced Financial Markets Expert to join our team as a US Equity Options Sales Trader. In this role, you will be responsible for covering UK and European-based clients who trade in the US listed equity and ETF options space.Key ResponsibilitiesDevelop relationships with institutional clients and internal professionals to...


  • New York, New York, United States Phaxis - Financial Services Full time

    About Phaxis - Financial ServicesWe are a dynamic financial services company seeking a skilled Financial Professional to join our team.


  • New York, New York, United States Tandym Group Full time

    We are looking for a Financial Services Expert to join our team at Tandym Group in New York City. As a financial services company, we are committed to delivering exceptional results and driving business growth. We are seeking an experienced professional with a strong background in financial analysis, strategic planning, and business development.The ideal...


  • New York, New York, United States Phaxis - Financial Services Full time

    About Phaxis - Financial ServicesWe are a leading financial services company dedicated to providing exceptional support to our clients. Our team of experts is passionate about delivering high-quality services that meet and exceed expectations.


  • New York, New York, United States Primerica Financial Services Full time

    Job OverviewWe are seeking a motivated and detail-oriented Financial Services Associate to join our team at Primerica Financial Services.


  • New York, New York, United States The Bachrach Group Full time

    Job DetailsWe are seeking an experienced Financial Services Expert to join our team at The Bachrach Group.About the RoleThe successful candidate will have 5+ years of experience in corporate action and dividend event processing, including voluntary and mandatory events. A strong understanding of financial regulations and industry standards is...


  • New York, New York, United States FORVIS Full time

    Company OverviewAt Forvis Mazars, we are a rapidly expanding advisory team dedicated to helping global companies exceed their strategic objectives and needs. Our combined Financial Services Advisory practice brings together our global footprint, clients, industry expertise, and innovative solutions to deliver exceptional results.About the RoleThis exciting...


  • New York, New York, United States Phaxis - Financial Services Full time

    Job OverviewAt Phaxis - Financial Services, we are seeking a skilled Financial Services Collections Specialist to join our team.This is a full-time position responsible for managing customer payments and enhancing relationships with clients.Key Responsibilities:Process customer payments via checks and credit card transactionsPrepare invoices and weekly...


  • New York, New York, United States Phaxis - Financial Services Full time

    About Phaxis - Financial ServicesWe are a leading financial services company looking for an experienced Senior Accountant to join our team.


  • New York, New York, United States Phaxis - Financial Services Full time

    At Phaxis - Financial Services, we are seeking a skilled Billing Coordinator to join our team.The ideal candidate will have experience with ebilling using various vendor websites, ensuring billing compliance, and researching billing issues.Key responsibilities include generating pre-bills drafts monthly, utilizing ebilling platforms, and preparing complex...


  • New York, New York, United States Expert Info Services LLC Full time

    Company Overview: Expert Info Services LLC is a leading provider of expert witness services, connecting law firms with qualified expert witnesses since 1987.Salary Range: $150,000 - $220,000 per yearJob Summary: We are looking for a highly skilled Parks and Recreation Expert to join our team. As a key member of our team, you will be responsible for providing...


  • New York, New York, United States The Rockridge Group Full time

    Key ResponsibilitiesIn this Financial Services Regulatory Expert role, you will be responsible for reviewing and preparing accurate and complete regulatory reporting filings, liaising with other operations teams, resolving issues, and taking on special projects or tasks as assigned. You will also support research of new regulatory requirements and educate...

  • Financial Expert

    1 week ago


    New York, New York, United States Acctuate Full time

    Job OverviewThe Senior Financial Analyst (SFA) plays a pivotal role in supporting the Founder of Acctuate's Advisory business, providing expert financial analysis, planning, M&A, and financing services to clients. This position involves implementing proprietary processes while driving improvements against current workflows.


  • New York, New York, United States Phaxis - Financial Services Full time

    Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Phaxis - Financial Services. In this role, you will be responsible for assisting with month-end close processes, booking journal entries, and investigating variances.You will also prepare and review account reconciliations and analysis, assist with the preparation of global...


  • New York, New York, United States Expert Info Services LLC Full time

    Job Title: Mathematics Expert in EducationAbout Us:Expert Info Services LLC is a leading expert witness firm providing highly credentialed professionals across various disciplines, including mathematics and statistics. Our team has been connecting law firms with qualified experts since 1987.Job Description:MAT-2096 is a renowned mathematics and statistics...

Financial Services Expert

1 month ago


New York, New York, United States Equitable Services Full time

As a financial services expert at Equitable Advisors, you will have the opportunity to help individuals and businesses secure their financial well-being. Our team is driven by our mission to provide customized financial strategies and deliver exceptional customer experiences. We value diversity, equity, and inclusion, and foster an environment where everyone can thrive. If you are a results-driven professional with excellent interpersonal skills and a strong work ethic, we encourage you to join our team. You will receive comprehensive training and support to develop your skills and advance in your career. We offer competitive compensation and benefits, including medical insurance, 401(k) plan, and employee stock purchase plan. The estimated salary for this position is around $62,000 in the first year, with top performers earning up to $135,000. As a 20th Edition Financial Professional, you will be eligible to participate in various benefit plans sponsored by the company.

We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology. Our entry-level training curriculum is designed to empower you with the skills and tools needed for success, including client relationship management, product knowledge, sales techniques, market development, and role play. You will also have the opportunity to upskill from participating in local and national development programs as well as joint-work opportunities for hands-on experience. Our management opportunities allow experienced professionals to advance into leadership roles or try out new responsibilities in our Leadership Development School. To be successful in this role, you should have a four-year college degree (preferred but not required), be authorized to work in the United States, and possess integrity, self-confidence, and the desire to help others plan for and protect their financial futures.