17 Finance jobs

Experienced Financial Professional At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2 We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 What we offer... Wide ranges of products to address clients’ needs. With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent*, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our over 100 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 Estate Planning and Business Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. You have the power to drive your own income with our commission-based compensation.6 The average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements in 2023 was $117,359.7 In that same year, the average income of the top 50 of those agents was $1.68M.7 Benefits for eligible full-time agents include medical, dental, vision, a 401(k) and pension.8 For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits. About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we’ve paid dividends to eligible policyholders.9 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We’re proud of our financial strength 2 A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer 10 Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud the be recognized by organizations that also value diversity Seramount: 2023 Best Companies for Multicultural Women Human Rights Campaign: 2023 Corporate Equality Index Forbes 2023: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide our clients 11 5.3 million lives protected (includes all owners of individual life insurance and annuity policies) $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.) $937 million lifetime annuity income paid (includes all payouts on individual income annuity products) Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)12 New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity *  

Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link https://www.newyorklife.com/careers/financial-professionals/ income-and-benefits. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength. 6 A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody’s) AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer. 7 Chief Learning Officer: 2023 CLO Learning Elite Gold award We’re proud to be recognized by organizations that also value diversity. Human Rights Campaign: 2023/2024 Corporate Equality Index Forbes 2023: America’s Best Employers for Diversity Seramount: 2023 Best Companies for Multicultural Women We’re proud of the help we’ve provided and continue to provide our clients. 8 5.3 million LIVES PROTECTED . Includes all owners of individual life insurance and annuity policies $937 million LIFETIME ANNUITY INCOME PAID . Includes all payouts on individual income annuity products. $5 billion IN LIVING BENEFITS AWARDED . Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.9 * The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2023. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,200.95 billion at December 31, 2023 (including $182.34 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.

Are you ready to launch a career and not settle for just another job?  Do you see yourself running your own business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring?  If so, you owe it to yourself to consider a career with New York Life Insurance Company as your partner.   We are looking for motivated self-starters who would like to: Manage their own work schedule and establish an attractive work/life balance. Build their career with significant income potential. Grow their business supported by the financial strength and integrity of New York Life. Make a difference in their community by helping others achieve financial peace of mind. Customize their career path to match their personal financial goals. Experience a lifetime of learning and professional development. Enjoy recognition and rewards for their financial achievements. Define their career path as a Financial Services agent and have the opportunity for management.   Qualifications: Organized, detail-oriented, and excellent time management skills. Strong sales, leadership and communication skills. Ability to work in a team-based environment. College Degree preferred. Sales experience preferred. Highly self-motivated and self-disciplined. Relationship building and networking abilities. FINRA Series 6/63, Series 7 - not required Financial Industry background a plus   Here's what you'll do: Build relationships with clients beyond a financial/ transactional basis. Develop your professional skills and sales knowledge. Develop and implement business and marketing plans. Prospect for potential clients. Schedule appointments and meet with clients. Discuss financial concerns and needs of individuals. Present potential solutions using our world class suite of products and services. Provide ongoing support to existing clients.   Benefits: Health/Dental/Life/Disability 401 (k) plan after one year of service and Pension Plan Continuing education reimbursement Reimbursement for industry designations   Training: NYLIC University:  One of the most comprehensive and well-respected training programs in the industry.   Company Description: New York Life, a Fortune 100 company created in 1845, is one of the most respected and successful companies in America and internationally.  Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long-term care insurance.  New York Life Investment Management LLC provides institutional asset management and retirement plan services.  Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds. EOE M/F/D/V 1611768 New York Life Charlotte General Office    

Join our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized solutions that can help their clients reach their goals. Even if you have no previous finance services experience, we will help nurture and develop your sales and marketing talents. You will be given the flexibility to build your own practice while receiving support and guidance from our company's network of support personnel, training and educational programs, and opportunities for mentorship from established and successful agents. ABOUT New York Life: New York Life has been helping families and businesses achieve financial security for over 175 years. Through a distinctive, protection first approach that includes both insurance and investments1, we empower people to be financially confident to take actions to address their needs. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. RECENT AWARDS AND ACCOLADES: We're proud to be named the “ Best Companies for Latinos to Work for” list for 2022 by Latino Leaders. We ranked 1st in the number of  Million Dollar Round “MDRT” 2Table Qualifiers for 68 consecutive years We ranked 72ndon the prestigious  Fortune 500 list for 2022. BEST-OF-THE-BEST CORPORATIONS FOR INCLUSION: The National Business Inclusion Consortium (NBIC) has named New York Life to the fifth annual cohort of Best-of-the-Best list of corporations in America committed to diversity and inclusion across all communities for 2021. for the full list of recognition please visit: https://www.newyorklife.com/newsroom/our-awards-and-recognition PERKS AT A GLANCE: Location -  On the days you are in the office, get here quickly thanks to our highly accessible central location in Manhattan, NY. Flexibility -  Can set your own schedule as you become more established and achieve work/life balance Growth/Development  - There are various paths within this career, and we are devoted to helping each agent grow professionally and personally Culture  - Be a part of our "work hard, play hard" and philanthropic culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities. Diversity, Equity, & Inclusion -  We believe in putting people first. Doing the right thing. Creating a culture of respect. These are the principles we've been committed to since day one. We know that the best client service and financial industry leadership starts with our people-building a diverse team and an inspiring, inclusive workplace where everyone can be, and do, their best every day. FFINANCIAL PROFESSIONAL RESPONSIBILITIES: Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factors Serve as a collaborative team player willing to furthering development through continued training opportunities Seek, identify new clients, and secure strong relationships with all clients by serving as their trusted Financial Professional Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored strategies to suit their needs Provide sound financial guidance and recommendations for product solutions, and services to help clients achieve financial goals DESIRED SKILLS & QUALIFICATIONS Coachable Self-Disciplined Values of integrity and honesty. Excellent communicator and relationship builder. Ability to work independently with a go-getter mindset. Life and health license is preferred. willingness to acquire series FINRA SIE (Securities Industry Essentials), Series 6/7 and 63. Previous experience in sales, banking, financing, or other related fields is preferred. COMPENSATION + BENEFITS: New York Life provides our financial professionals with an excellent compensation and benefits package. As a New York Life financial professional, how much you make is dependent on your drive and actual sales. This is not a fixed salary job. Your income is not guaranteed. However, you will have the opportunity to make a significant income by doing good. Our commission-based agent compensation allows you to control what you would want to make and pursue it through sales and client services. Potential for Growth Opportunities Sponsorship of Licensing/Credentialing Subsidized Training during your first two years Competitive Medical Coverage 401(k) and a Pension Plan3 for qualified individuals Group Life and Disability Income Insurance Subsidized Training during your first two years Competitive Medical Coverage 401(k) and a Pension Paln3 for qualified individuals Group Life and Disability Income Insurance *For more information, please submit your resume and a management team member will connect with you. Job Type: Full-time Job Title: Agent Physical setting: Office Schedule: Self-determined schedule after completing all required training Ability to commute/relocate: Manhattan, NY 10007: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor’s degree (Preferred) Work Location: One location Investment products and services may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. The Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. 2 Million Dollar Round Table (MDRT), July 2022. MDRT, The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Job Type: Full-time Pay: $59,063.00 - $114,273.00 per year Benefits: Flexible schedule Health insurance Paid time off Schedule: Choose your own hours. Experience: Microsoft Excel: 1 year (Preferred) Work Location: Hybrid remote in New York, NY 10007  

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You’ll benefit from the experience that comes from 100 years of history. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone’s different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm’s purpose. They deeply understand the client’s goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients’ lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We’ll give you the support you need. Our team will be there every step of the way, providing: Paid training – Get registered and licensed and learn how to be a financial advisor with the industry’s top training program1. Salary for the first four years as you begin to build your practice2 A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office – You’ll work independently, but will have a team of thousands backing you every step of the way. Benefits: Includes bonus potential, 401K, and comprehensive health benefits For more information please visit:  Edward Jones Benefits Page You can also expect… No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives – the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. 1  For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine’s prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration 2  As your new asset compensation and commissions increase over the first four years, salary will decrease  

Assistant Planner, City Facilities Maintenance Worker, City Maintenance Worker, Communications Specialist (Police Dispatcher), Community Servies Aide (Part Time), Director of Financial Services, GIS Manager, Lifeguard (temporary), Parking Manager, Police Communications Supervisor, Police Officers – Laterals, Police Officers – Recruits, Senior Planner, Traffic Control Assistants, Community Service Officers.  

Qualifications:   Bachelor's degree in a business-related field or equivalent professional experience. Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred. Securities registrations - Series 6, Series 63, or obtain within a specific time frame. Life and Health Licenses. Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents. Customer service, interpersonal, and listening skills are a must to communicate with clients effectively. Written/verbal communication and presentation skills to provide information via phone, email, video, and chat. Knowledge of CRM and digital financial advice platforms. Wants to sustain a long-term relationship with clients and the markets we serve.   At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:   A proven template system Ongoing mentorship from the executive team Technology and systems to enable you to efficiently manage clients' financial information and plans Turnkey marketing services Office/call center environment First Year $100,000+ (competitive base + commissions)   Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.     

- we cultivate relationships with local business owners in the area, helping them provide protection to their employees through permanent and portable supplemental and life insurance options.  -we provide customer service to current clients and the partnerships that we create with employers and employees.  -provide financial services to employers and employees through protection planning for all of the above and additionally promote the products that we offer.

Mortgage Loan Officer (Cleveland, Ohio) Mortgage Loan Officer - Military Veteran (Cleveland, Ohio) NMLS Licensed Loan Officer (Cleveland, Ohio) Job description: All details for the Mortgage Loan Officer position are listed in the job posting – https://www.myrocketcareer.com/careers/r-074820/mortgage-loan-officer-cleveland-ohio/ All details for the Military Veteran Mortgage Loan Officer position are listed in the job posting – https://www.myrocketcareer.com/careers/r-075281/mortgage-loan-officer-military-veteran-cleveland-ohio/ All details for the NMLS Licensed Loan Officer position are listed in the job posting – https://www.myrocketcareer.com/careers/r-074701/nmls-licensed-loan-officer-cleveland-ohio/

As a senior expert and consultant to top agency management officials, the employee advises on integrating IT programs with other business programs of equivalent complexity within the IRS. Work includes the development of new theories, concepts, principles, standards, and methods in IT systems analysis, and advising other IT experts throughout Treasury and the IRS, and in other agencies, on a variety of situations and issues that involve applying or adapting new theories, concepts, principles, standards, methods, or practices, that are developed by the employee or result from the employee's leadership. Assignments include:   Representing the agency on interagency work groups established to develop governmentwide IT systems analysis initiatives and solutions to critical issues; negotiating for the acceptance of agency positions on key governmentwide systems analysis initiatives; developing guidelines for implementing broad governmentwide directives; and aligning agency internal business practices with governmentwide regulations and policies. Leading the evaluation of agency missions, goals, plans, programs, and business processes to develop an enterprise IT architecture plan for the agency; conducting continuing evaluations of agency business needs to ensure that IT architecture plans are aligned with those needs and that the current and planned IT infrastructure supports the architecture plan; developing plans and strategies to modify the IT infrastructure to support short and long-range agency goals, objectives, and plans; and evaluate, select, and advise others on the application of architecture modeling tool sets used to document, maintain, and enhance the architectural planning process.  

As a Funding Associate at Big Think Capital (BTC), you are part of a team of young professionals who are dedicated to helping business owners secure the funding they need to successfully sustain and grow their business. You consult your clients on the best funding solutions available to them and support them through the funding process and beyond. Most client interaction is done online and over the phone, but clients are also invited to come into any one of our offices for consultation. At Big Think Capital, we put our clients’ interest first, and so, unlike some others, we do not charge our clients any upfront service fees. Therefore, as a BTC funding manager you earn when your clients obtain the funding they need and as a result, your earning potential is high and unlimited.   What you bring: Bachelor’s degree (minimum, preferred) Willingness to learn and develop. Strong verbal communication skills Good organizational skills and follow-through habits   What we offer: High and uncapped earning potential Health, dental, and vision insurance Paid vacation and sick days Ongoing training and coaching Collegial and supportive team of “Big Thinkers” State-of-the-art offices in Melville, NYC, or Miami    

Title: Interactive Teller Status: Non-Exempt Objective The Interactive Teller will provide service support to Member transaction needs via multiple channels in a manner that is professional, friendly, and compliant with all policies and procedures. In doing so, the Interactive Teller will proactively recommend and refer new and alternative financial services to Members that best fit their financial needs. Duties and Responsibilities Responsible for basic and complex member service ITM directed interactions related to member accounts including but not limited to Deposits, Withdrawals and Payments Account information Share Drafts Share Certificates Money Markets IRA’s Share and Lending Rates and Terms Shared Branching Monitor transactions to avoid losses to Member and KEMBA from fraud Identify and recommend new and alternative services to Members that will properly fit their financial needs Meet or exceed assigned service and productivity goals established for this position Perform all duties in a manner that is 100% compliant with KEMBA policies and procedures Provide friendly and member centric service for all requests Assist other Interactive Tellers with work as needed Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs Must be able to relate to other people beyond giving and receiving instructions: Can get along with coworkers or peers without exhibiting behavioral extremes Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Respond appropriately to criticism from a supervisor Performs other duties as required by management Required Qualifications High school diploma or equivalent Prior teller experience or equivalent Prior experience in a sales/customer service environment Strong organizational skills and attention to detail Must value a high degree of accuracy Professional demeanor and ability to be “On Stage” for extended periods maintaining a positive attitude Excellent communication skills with appropriate grammar Basic PC skills (Windows) Willing to work a flexible schedule Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.    

Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management.   What we’re looking for: We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:   Do you have sales or managerial experience in another industry? Have you previously run your own business? Do you have an MBA or other equivalent degree?   In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.   What we offer:    Your first year You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.   Product Solutions: You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Your transition to a Field Manager role After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.   We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, you will receive income that is commission-based.3 If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $64,480 and $65,479, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,4 and a 401(k) savings plan.5 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 579 recruiters at all levels in 2022 was $240,000  

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind for your clients while helping them navigate challenges, such as preparing for retirement and saving for college. As an advisor, you will have the opportunity to see the positive impact of your work for years to come.  

Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As a Financial Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. You will be provided with current leads to build your book quickly and effectively. Discover a career that can’t be offshored or outsourced. At Coastal Wealth, an independent financial advisory firm affiliated with Mass Mutual, you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. 

The Moody Street Group, LLC , a General Agency, of the Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families.  We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.  The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates.  We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.    Our Financial Services Sales Representatives , utilize a values based approach and market primarily by introduction.  We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients.  Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program .  New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry.  We offer competitive compensation.  We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations.         

Job Summary: Our operating unit provides full-service construction, repair and emergency services related to Cable TV, Telephone, Fiber-Optic communications, and Power construction including underground trenching, plowing, missile and directional boring and aerial construction, and we are looking for a Billing Specialist to join our team. We are looking for an experienced Billing Specialist to join our team! The Billing Specialist will perform various detailed accounting tasks related to the processing of high-volume accounts receivable and be responsible for the related document maintenance as well as other accounting and clerical tasks. The Billing Specialist must have the ability to work diligently to help maintain smooth operations. The ideal candidate must be reliable and hardworking with great communication skills.  Job Responsibilities: Prepares and distributes customer invoices based on parameters outlined in the customer agreements, rate cards and /or price books. Processes a high volume of invoices on a weekly, monthly, and quarterly basis. Coordinates and reconciles customer Information systems and SEU internal billing / operations systems. Identifies and implements process improvements enabling automation between SEU and customers, both internal and external Analyzes unbilled receivables weekly, monthly, quarterly to ensure timely customer reconciliation and invoicing. Researches and resolves a variety of internal and external inquiries concerning customer and /or vendor billing status and related issues. Initiates communications with customers to resolve billing discrepancies and issues timely and effectively. Implement process improvements to eliminate recurring billing issues Maintain thorough, concise records of all relevant account activity Perform other duties as assigned AR / Billing - Maintain accounts receivable records to ensure accuracy AR / Billing - Process high volume customer invoices and credits daily AR / Billing - Prepare and process weekly AR reports and invoices AR / Billing- Assist Project Leads with inquiries, job reallocating, reconciliation and updating with payment status Payables - Accurately coding/verifying/entering and processing invoices for payment Payables - Respond to vendor inquiries and resolve multiple account discrepancies Payables - Gather and verify invoices for appropriate documentation Payables - Maintain vendor files and archive files as needed Payables - Assist in month-end expense variance research and closing procedures including providing supporting documentation for audits General - Support the company in optimizing our financial transactions and systems by performing reconciliation of payments and customer accounts General - Strengthen and grow relationships with clients by communicating with the customer General - Exercise integrity and confidentiality in financial reporting and comply with Corporate and local operating unit financial & operational requirements General - Perform other related duties and participate in special projects as assigned General - Required to work additional hours and/or weekends, as needed, to meet deadlines and / or customer demands General - Adheres to all company policies, procedures, standards, and safety rules     Required Skills & Qualifications: Associate degree, High School diploma/GED or equivalentrequired Understanding of basic principles of accounting and finance Proficient in Microsoft Office Suite products including MS Dynamics 365 Must be an advanced Excel user (i.e., Pivot Tables, Vlookups, etc.) Ability to work with all levels of management throughout the company in analyzing financial and /or operational transactions Ability to collaborate with peers, leaders, managers and cross functionally, establishing and maintaining effective working relationships Ability to prioritize in an environment with multiple concurrent tasks and projects with competing priorities and deadlines A positive can-do attitude and openness to trying things new ways with an emphasis on adaptability Ability to maintain confidentiality with sensitive information Excellent organizing and time management skills Strong attention to detail with a high degree of accuracy while managing large volume of documentation Deadline driven and self-motivated Experience in the Telecommunications / Construction industry GRIT values – Guts, Reliability, Innovation, and Teamwork   Desired Skills & Qualifications: BS/BA in Accounting, Finance, or related field preferred Previous experience in the telecommunications, construction, utility and/or engineering industries Why Work At Congruex No matter what role you play, you are an important part of the One Congruex Family. We offer: Medical, Dental & Vision Benefits 401(k) Program <with a Company Match Free Wellness Resources & Marketplace Discounts Paid Maternity & Parental Leave Paid Basic Life Insurance & Voluntary Options The pillars of Congruex culture are GRIT, safety, inclusion, and family. The Fine Print: We will determine salary based on skills and experience in relation to the function of the role, as well as equity to employees in similar roles. Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.