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Registered Investment Advisor

The Employee Connect New York, NY

Job Description Job Description Title: Registered Investment Advisor (RIA) Location: Nationwide (U.S.) Pay: Commission-based, typically around 1% of assets under management Job Description: Our client, a leading financial services firm, has ongoing opportunities for Registered Investment Advisors across the U.S., allowing candidates to remain in their current location. This is an ongoing search. Unlike traditional job searches, this is not a salaried position. We seek established Registered Investment Advisors (RIAs) who have built a book of business exceeding $30 million in client assets . These professionals manage investment portfolios and earn revenue through commissions based on assets under management. Ideal Candidate Profile: Typically has 20+ years of experience in wealth management Manages a minimum of $30-$40 million in client assets Currently an independent advisor or part of a small team Looking for solutions to ease compliance burdens and focus more on client acquisition and management May seek to join a larger practice with increased support and infrastructure Interested in succession planning or a structured exit strategy Based in North America with no active non-compete or non-solicit agreements Not recently terminated from an advisory role Why Consider This Opportunity? Many independent RIAs struggle with the increasing complexity of compliance regulations and back-office operations , which can detract from their ability to focus on client growth. Our client provides advisors with: Class A office facilities and operational support A robust infrastructure for compliance, marketing, and portfolio management Succession planning options for retirement or exit strategies A network of established advisors and access to extensive investor resources Flexible support structures that allow advisors to scale their businesses while retaining autonomy Our wealth advisory partners offer tailored solutions to match advisors with firms that align with their goals and business models. Available Structures & Benefits: Depending on the advisor’s goals, potential offerings include: Base salary (for certain structures) Comprehensive benefits Dedicated office facilities Operational & marketing support Compliance expertise to reduce regulatory burdens Advisors seeking growth, stability, or succession planning will find multiple paths that align with their long-term vision. Many advisors have grown their businesses as much as possible independently, and we offer strategies to unlock exponential growth through acquisitions, structured scaling, and enterprise-level transitions. If you’re a financial advisor looking to optimize your business model, simplify operations, or develop an exit plan, we can provide options to help you achieve your goals. Please Note: To ensure confidentiality and maximize potential earnings, all inquiries and applications should be directed through our firm. Do not apply directly to financial firms, as this may forfeit potential benefits and structured opportunities we can offer. Must-Haves / Requirements Summary: Active RIA status with a verifiable book of business exceeding $30 million 20+ years of experience managing client assets U.S.-based advisor with the ability to transition clients No active non-compete or non-solicit agreements Seeking enhanced infrastructure, growth opportunities, or succession planning

High salary

Advisor Events Associate

Fora Travel New York, NY

About Fora Fora is the modern travel agency, redefining what it means to be a travel advisor in today's world. We're a next-generation platform that provides a comprehensive, business-in-a-box solution -combining cutting-edge technology , personalized training , a vibrant community , and exclusive industry partnerships -all designed to empower anyone with a passion for travel to turn that passion into a thriving business. Whether you're a travel enthusiast or an experienced professional, Fora equips you with everything needed to launch and scale a successful travel advisory business , making it the ultimate way to align work with your lifestyle. At the heart of Fora is our mission: to enable 100,000 entrepreneurs to transform their love for travel into a fulfilling full-time or part-time career, offering unparalleled flexibility, autonomy, and support. We believe that everyone, from seasoned travel professionals to first-time entrepreneurs, can build a career that's both profitable and aligned with their passions. Our platform combines innovative technology with the human touch, offering: Best-in-class training programs to help agents develop expert knowledge, no matter their starting point. A powerful suite of tools for booking, client management, and marketing, ensuring agents can focus on delivering exceptional travel experiences. Access to an engaged community of fellow advisors , fostering collaboration, support, and shared learning. Exclusive partnerships with top travel brands, providing access to competitive rates, perks, and experiences that elevate advisors' offerings. Since our founding in 2021 by experienced travel entrepreneurs Henley Vazquez , Jake Peters , and Evan Frank , Fora has experienced rapid growth, expanding to a team of 100 + full-time employees based in downtown New York City . We are proud to be backed by an incredible group of investors, including Forerunner Ventures , Insight Partners , and Heartcore Capital , whose support underscores our commitment to building a platform that not only revolutionizes the travel industry but also creates meaningful opportunities for individuals everywhere. Fora is a mission-driven company that believes in the power of entrepreneurship, community, and passion. As we continue to grow, we are looking for more talented and like-minded individuals to join our team - people who are excited about transforming the travel space and helping us scale our vision globally. About The Role We are seeking an Advisor Events Associate to support the planning and execution of in-person events for Fora's travel advisor community. This role will manage event logistics, partner coordination, communications, and post-event reporting to ensure seamless and successful experiences for advisors and industry partners. The ideal candidate is highly organized, data-driven, and eager to contribute to high-quality event production. Reporting to the Advisor Events Producer, this role is critical to ensuring smooth event operations, maintaining strong relationships with partners and advisors, and driving the overall success of our advisor events. This is an exciting opportunity for someone passionate about events, travel, and creating engaging experiences for the advisor community. Key Responsibilities Event Planning & Logistics: Support the end-to-end planning and execution of in-person advisor events, including venue selection, partner engagement, programming management, event page creation, attendee invitations, and on-site support (5-10% travel). Partner & Advisor Communications: Manage event-related communications, including invitations, updates, and follow-ups for advisors, partners, and internal teams to ensure engagement and alignment. Budget Management: Maintain event budgets, track expenses, and support revenue generation through sponsorships, ticketing, and in-kind contributions. Data & Reporting: Analyze event attendee data to identify trends, build data dashboards, and report key insights. Use data-driven findings to inform strategy and improve future event planning and execution. Process Management: Help implement and refine scalable processes, templates, and tools while maintaining timelines and ensuring deadlines are met. Requirements 1-3 years of experience in event planning, project management, or community management 1-2 years of experience reporting and analyzing event data Strong organizational and multitasking skills, with keen attention to detail Excellent written and verbal communication skills Proactive and solutions-oriented, with the ability to anticipate needs and solve problems quickly Comfortable working collaboratively with cross-functional teams and external partners Strongly Preferred: Experience with event management software and tools Experience in a fast-paced, dynamic environment Compensation Compensation range for this role is $65k-$70k + equity. Other benefits include: Unlimited vacation Health Insurance (including an option completely covered by Fora HQ) Dental & Vision Insurance ClassPass Memberships 401k plan Commuter Benefits Supplemental Life Insurance Stock Options This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views. Our Values We're forging our own path Fora has always been about driving change within the industry. We're not interested in maintaining the status quo. We're stronger together Community is our cornerstone and collective power is our strength. We believe we can all go further when we operate together, using our combined leverage to unlock better opportunities and outcomes for our advisors, partners, and travelers. We believe in technology We believe technology is an answer to some of the most fundamental challenges the travel industry faces. We believe advancements in AI, bold investments in our platforms, and a world-class data infrastructure will transform the work of our advisors and our partners, while creating better travel experiences for travelers. We're here to serve We operate in service of our community and believe that when they're empowered to focus on what they do best, we all win. It's why we relentlessly advocate for our advisors and prioritize their best interest every step of the way. We mean business Fora is equal parts fun, meaningful work and serious travel business. We're unlocking opportunities for thousands of travel entrepreneurs, delivering a stream of high-quality guests at scale for our partners, and providing a superior travel experience for our travelers. It's a better equation for the future of our industry. WORK AUTHORIZATION You must have authorization to work in the United States. Fora is unable to assist applicants with obtaining work authorization. EQUAL OPPORTUNITY Fora is committed to an equitable hiring process and an inclusive work environment. BIPOC and traditionally underrepresented candidates are strongly encouraged to apply. We will not discriminate and will take action to ensure against discrimination in employment, recruitment, advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, color, gender, national origin, age, religion, creed, disability, veteran's status, sexual orientation, gender identity, gender expression or any other characteristic protected by law.

High salary

Senior Wealth Advisor - Remote

Harrison Gray Search & Consulting New York, NY

Job Description Job Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: Transforms advisors into fintech entrepreneurs. Emphasizes automation and efficiency to enhance client interactions. Grows by acquiring and enhancing traditional wealth management firms. Founded by seasoned entrepreneurs with extensive VC-backed experience. Supported by top VC firms and industry executives. Role: Shape the future of wealth management through a fintech perspective. Manage high-net-worth client relationships and portfolios. Collaborate with Product Development and M&A teams. Develop new client relationships and support business development. Analyze client data and provide comprehensive financial advice. Design and implement long-term investment strategies. Advise on investment, tax, retirement, estate planning, and more. Collaborate with third-party service providers. Influence the development of advisor technology platforms. Assist in recruiting top wealth managers and training new staff. Requirements: 10+ years in investment advisory. Active client book. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Passion for ownership and impact. Interest in fintech. Ability to thrive in a fast-paced environment. Nice to have: Experience at a tech company. Analytical or technical degree (BS or MS). Experience with high-net-worth clients. Expertise in financial planning. Proficient with financial planning software. Strong organizational, analytical, and communication skills. Benefits: Top-tier medical, dental, and vision plans. Unlimited PTO and company holidays. Solo 401(k). NYC office with stunning views. Competitive compensation with revenue participation and equity. Office meals and snacks. Teledoc access. Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

Executive Advisor

Culture Index LLC New York, NY

Job Description Job Description Are you ready to make the money you’re worth? Ready to have control over your future and work with winners who want to achieve? We are looking for people who know how to connect with leaders, create value, and make it happen! You know,... the tenacious driven winner who offers solutions, not excuses and has the ability to help companies achieve their goals, clearly articulate value, demonstrate our value to a win/win, and provide excellent Executive Advice in our various applications. If this sounds like you, please keep reading. Culture Index, LLC is a company that provides client driven results with expertise on one goal: to simplify the entire people process. We provide data and analytics to our clients to insure growth in their top line and bottom line. We live by our four core values: Candor, Integrity, Ambition, and Passion. As an Executive Advisor at Culture Index, LLC you will be responsible for maintaining and growing accounts all over the world. You will identify opportunities for Culture Index, LLC to add value to our clients and collaborate with our internal customer experience teams to execute the solutions. Major measures of success in our business come from putting the Right People in the Right Jobs using Analytics and Objective Data, not a resume and subjective interview. Then once that talent is on board. Let them be all they can be. What we do require is someone who is internally driven, eager to learn, and ready to add value to Culture Index and our clients . We are here to support you, but your success is in your hands. The possibilities are endless! To apply, please submit your resume and complete the applicant survey by visiting the link provided. https://go.apply.ci/p/022620180921395eE0tf Company Description Culture Index is a strategic advisory firm that works exclusively with visionary entrepreneurs, business leaders, and management to scale and transform organizations using applied analytics. The Executive Advisors of Culture Index come from positions owning companies and leading teams; they understand people are the leading indicators to business success. Using the tools of Culture Index, companies optimize their people from the ground level up. Whether hiring, managing, or motivating top tier talent, Culture Index is the preeminent solution to maximize success long-term. Company Description Culture Index is a strategic advisory firm that works exclusively with visionary entrepreneurs, business leaders, and management to scale and transform organizations using applied analytics. The Executive Advisors of Culture Index come from positions owning companies and leading teams; they understand people are the leading indicators to business success. Using the tools of Culture Index, companies optimize their people from the ground level up. Whether hiring, managing, or motivating top tier talent, Culture Index is the preeminent solution to maximize success long-term.

PR and IR Strategic Advisor

EPM Scientific New York, NY

Job Description Job Description We are seeking a Public Relations and Investor Relations Specialist to join our dynamic team. The ideal candidate will be responsible for advising clients and managing and enhancing relationships with investors, analysts, and other stakeholders. Key responsibilities include: Public Relations: Develop, execute, and consult on PR strategies to enhance the company's image and communicate its financial performance and strategic initiatives to the investment community and media. Due Diligence: Conduct thorough research and analysis to support investment decisions and ensure compliance with regulatory requirements. Financial Modeling: Develop and maintain financial models to forecast company performance and evaluate potential investment opportunities. Corporate Access: Facilitate communication and meetings between the company's management and the investment community, including organizing investor conferences and roadshows. Client Relations & Consulting: Foster strong relationships with clients and act as a consultant to provide strategic advice and insights. Biotech Industry Knowledge: Demonstrate knowledge and experience in the biotech industry to effectively communicate the company's value proposition and growth potential to investors. The successful candidate will have strong analytical skills, excellent communication abilities, and a deep understanding of the biotech industry. If you are a proactive individual with a passion for investor relations and PR, we would love to hear from you. Company Description A top 10 pharmaceutical company with an immense amount of growth after releasing their at home COVID diagnostic tests is looking to bring on 200+ Quality Individuals through a massive hiring campaign. In their search for Quality Specialists, the organization is looking for individuals who will be responsible for reviewing and actioning customer complaints, as well as investigation into said complaints. Job Responsibilities: •\tConducting Post Market Activities and Post Market Surveillance •\tManaging Customer and Product Complaint Investigation programs Education and Experience: •\t1 YR. of experience in a technical role in the medical device/pharma/biotech industry •\tBachelor's degree •\tComputer proficiency Company Description A top 10 pharmaceutical company with an immense amount of growth after releasing their at home COVID diagnostic tests is looking to bring on 200+ Quality Individuals through a massive hiring campaign. In their search for Quality Specialists, the organization is looking for individuals who will be responsible for reviewing and actioning customer complaints, as well as investigation into said complaints.\r\nJob Responsibilities:\r\n•\tConducting Post Market Activities and Post Market Surveillance\r\n•\tManaging Customer and Product Complaint Investigation programs\r\nEducation and Experience:\r\n•\t1 YR. of experience in a technical role in the medical device/pharma/biotech industry\r\n•\tBachelor's degree\r\n•\tComputer proficiency

Managing Director, Private Equity Advisor (IT)

Robert Half New York, NY

Job Description Job Description We are offering an exciting opportunity for a Managing Director, Private Equity Advisor (IT) to join our team in New York. This role is primarily focused on providing IT and cybersecurity advisory to lower/middle market PE firms, developing and implementing IT and cybersecurity strategies, and managing and growing customer relationships. Responsibilities: • Advise PE firms on IT and cybersecurity issues, including the optimization of technology and the implementation of best practices • Provide guidance on cybersecurity compliance regimes such as NIST, PCI, HIPAA, and CMMC • Manage and expand existing customer relationships within the PE industry • Establish new customer relationships within the PE sector • Serve as the primary point of contact for IT and cybersecurity matters for multiple middle market PE firms • Create standard documents and templates for common engagement types • Train entry level consultants and report writers on efficient consulting engagement execution • Develop and present IT and cybersecurity strategy documents to business executives and boards • Achieve and exceed annual revenue targets and quotas.• Proven experience in Private Equity, demonstrating a deep understanding of investment strategies and market trends. • Strong background in Business Development, with a focus on identifying and securing new opportunities. • Comprehensive knowledge of go-to-Market Strategy, including the ability to design and implement effective plans. • Proficiency in Cybersecurity compliance, ensuring all IT operations adhere to industry standards and regulations. • Demonstrable experience in Mergers & Acquisitions (M& A), including planning, negotiation, and execution.

Financial Advisor - New York

Lenox Advisors New York, NY

Job Description Job Description If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life – and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you: The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork and accountability. Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind Follow a well-defined career path that integrates education with mentorship and teaming opportunities Transparency, honesty, and clarity as the fundamental ingredients of partnership A culture of innovation that embraces growth and the changes that come with it Flexibility to design the life you want, backed by the security of a large, established company like ours How will you build your practice? You will… Establish networks and cultivate referrals Develop and maintain long-term relationships with clients Provide financial solutions through fact gathering and needs analysis Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? A strong relationship-builder who takes a client-first approach A proven networker and marketer (alt: “connector of people”) A dedicated worker: independent, self-motivated and goal oriented

Middle School Teacher and Advisor

Brooklyn Heights Montessori School New York, NY

Job Description Job Description Brooklyn Heights Montessori School (BHMS) offers a challenging and comprehensive curriculum built on the philosophy of Maria Montessori to children aged two years through eighth grade. Students work and learn in mixed-age classes led by teaching teams of thoughtful and well-trained professionals. The students have exposure to a full range of academic and artistic courses. BHMS also offers an after-school program and a summer day camp. The School is housed in a beautiful facility in the Cobble Hill section of Brooklyn and is ideally located for convenient access to all parts of Manhattan and Brooklyn. Brooklyn Heights Montessori School is an equal opportunity employer seeking candidates who will embrace the tenets of Montessori Education, as well as the principles of equity and social justice, professional excellence, and community. Job Description: Middle School Teacher and Advisor Start Date: August 2025 Reports to: Assistant Head of School Brief Description: The Middle School Teacher and Advisor is a full-time, 10-month position at the Brooklyn Heights Montessori School. The program blends the best practices of Montessori and independent school pedagogy. The Middle Teacher and Advisor will work in conjunction with the Assistant Head of School, the other Middle School teachers, the School Psychologist, and the Middle School Learning Specialist to educate and lead a mixed-age group of 7th and 8th graders in accordance with the principles of Montessori educational philosophy and practices and the mission, statement of diversity, curriculum, and policies of Brooklyn Heights Montessori School. Responsibilities: Middle School Teacher Prepare rigorous, differentiated lessons for 7th and 8th grade students in accordance with the curriculum of Brooklyn Heights Montessori School, its mission, statement of diversity, and Montessori philosophy and practice. Maintain a prepared environment in the classroom and other areas used for instruction. Teach Spanish Teach Montessori Erdkinder Curriculum Develop, review, and update curriculum as needed in conjunction with the Middle School team. Facilitate the intellectual, emotional, physical, and social growth of each child Maintain student record-keeping Plan and execute student field trips Build relationships and partner with families Prepare student progress/grade reports for parents in accordance with the established policies of Brooklyn Heights Montessori School Prepare for and participate in regular parent-teacher conferences as set forth on the school calendar Prepare student progress/grade reports for parents in accordance with school policies. Maintain communication with Upper Elementary teachers about curriculum to ensure vertical alignment. Prepare an annual statement of goals, and objectives for professional development Actively participate in scheduled program level and faculty and staff meetings Attend and participate in various evening meetings, such as Back-to-School Night Parent Education, as well as Community events Establish and maintain a positive and professional relationship with students, parents, and other teachers and school personnel. Stay abreast of educational trends and developments Know and comply with the established policies and procedures of Brooklyn Heights Montessori School as stated in the Faculty & Staff Handbook Perform various reasonable tasks from time to time as requested by the Head of School or the Assistant Head of School. Advisor BHMS’s Middle School maintains a strong advisory program. Each advisory includes a mixed-age group of 7th and 8th graders. The advisory groups support students’ social-emotional development, adjustment to the adolescent experience, and school life. Advisors are considered advocates for their advisees, are the liaison between other teachers and families as needed, and are a daily part of their advisees’ life on campus Provide daily support to a designated group of 8-12 students as an advisor Prepare for and participate in yearly scheduled parent-teacher conferences (3 per year as set forth on the school calendar), and arrange additional meetings as necessary Communicate regularly with parents Work closely with the Middle School team to organize all aspects of the students’ educational experience, including diversity and equity work, running a class business, school trips, and service-learning programs Participate in all scheduled overnight trips with students and other faculty Requirements A minimum of three years of middle school teaching experience Montessori Secondary I (Middle School) training, or the willingness to undertake such training Master’s degree A strong appreciation of middle school-aged children Knowledge of educational best practices, specifically for children ages 12-14 Experience with and appreciation for collaborative planning and teaching Brooklyn Heights Montessori School has an institutional commitment to the principles of diversity, social justice and equity. In that spirit, BHMS does not discriminate in violation of the law on the basis of race, religion, creed, color, gender identity or expression, sexual orientation, age, physical challenge, national or ethnic origin, ancestry or any other characteristic. The salary range is $80,500-83,500 commensurate with experience, qualifications and aligned with the school’s financial landscape. If you would like to be considered for this position, please click here. No phone calls please. PRE-EMPLOYMENT NOTICE TO APPLICANTS: The facts stated in this application for employment and any supplementary materials (i.e.: resume and educational history) are true and complete. I understand that false or inaccurate statements or omissions of material facts shall be grounds for denial of employment and, if employed, for immediate dismissal. I authorize Brooklyn Heights Montessori School to investigate all statements and claims contained within this application, supplementary materials, and subsequent interviews, and acknowledge and agree that Brooklyn Heights Montessori School may check references from sources other than those references listed herein. I hereby release all current and former employers from any charges or damages for releasing any and all employment information, whether subjective or objective, to Brooklyn Heights Montessori School. I also understand that an offer or acceptance of employment does not create a contract of employment or otherwise alter the at-will nature of my employment with Brooklyn Heights Montessori School. Brooklyn Heights Montessori School, in compliance with New York City Administrative Code §21-119 (derived from Local Law 60/1984) and section 424-a of the New York State Social Services Law, will require all employees to submit to a criminal background check, fingerprinting, and a records search of the Statewide Central Register of Child Abuse and Maltreatment for the existence of reports of child abuse and maltreatment. Brooklyn Heights Montessori School is an equal opportunity employer seeking candidates who will embrace the tenets of Montessori Education, including the principles of community, educational and professional excellence, social justice, and equity. Brooklyn Heights Montessori School has an institutional commitment to the principles of diversity, social justice and equity. In that spirit, BHMS does not discriminate in violation of the law on the basis of race, religion, creed, color, gender identity or expression, sexual orientation, age, physical challenge, national or ethnic origin, ancestry or any other characteristic. Powered by JazzHR m85AApGIm3

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Luxury Travel Advisor - Resume Drop

Marchay New York, NY

Job Description Job Description Marchay is a curated, membership-based travel service and community for some of the most sophisticated travelers on the market. Recognized by several leading publications as one of the premier luxury travel services, Marchay’s model provides a unique approach and complete solution to manage its members high-end travel needs. A key benefit to membership at Marchay is unbiased service by your own dedicated Senior Travel Advisor and team. Marchay provides unlimited, bespoke trip planning and execution, access to pre-vetted private homes and villas with additional amenities and preferred partner benefits at over 1,200 hotels, globally. ***Although we are not actively hiring, we are always accepting resumes for both Luxury Travel Advisors and Senior Luxury Travel advisors. Please use this job posting to submit your resume for either position.*** Role Description: Travel Advisor As a Travel Advisor, you will work on a highly collaborative and fast-paced team led by a Senior Travel Advisor and alongside another Travel Advisor. You will execute trips for members from conception to completion, including trip research, correspondence with suppliers and concierges, booking of all details, and constant communication and collaboration with your team and your members. The ideal candidate is someone who has good industry experience –preferably in the luxury sector – is highly organized and detail-oriented, and is ready to collaborate on executing trips for members at the highest level. Please note that this is not an entry-level role and previous travel advisor experience is required. You will... Work on a team of advisors with an exceptional group of high-end travelers as your clients Collaborate with your team to research destinations, activities, dining experiences and more, customized to your members’ tastes and preferences Handle execution of all trip booking details from hotels to transfers to reservations and more Work directly with hotels, villa suppliers, DMCs and local fixers globally Collaborate with your team on research and recommendations for travel itineraries Tap your love for travel; provide targeted travel intelligence and advice tailored to each specific member's needs Be proactive and creative; seek out solutions off the books when needed Be an added voice in the conversation and accompanied projects surrounding Marchay’s growth and development as a company Role Description: Senior Travel Advisor As a Senior Travel Advisor, you will lead a team of Travel Advisors and must be exceptional in client relations and execution of various high-end travel arrangements, from building custom and highly-detailed itineraries to handling all systems and bookings. The ideal candidate is someone who has extensive industry experience – preferably in the luxury sector – can excel as the leader of a team, and is simultaneously a meticulous and fast-paced worker. Please note that this is not an entry-level role and significant previous travel advisor experience is required. You will... Lead a team of talented, passionate luxury travel advisors with an exceptional group of high-end travelers as your clients Maintain strong and highly personalized relationships with all of your members, in order to best plan their travels based on their tastes and preferences Spearhead your team’s research on destinations, activities, dining experiences, etc. Handle execution of all trip booking details from hotels to transfers to reservations and more Work directly with hotels, villa suppliers, DMCs and local fixers globally Build detailed and comprehensive travel itineraries Tap your love for travel; provide targeted travel intelligence and advice tailored to each specific member's needs Be proactive and creative; seek out solutions off the books when needed Be an added voice in the conversation and accompanied projects surrounding Marchay’s growth and development as a company Requirements You are based in North America and are willing to work Eastern Time Zone hours You have 2+ years of experience (Luxury Travel Advisor) or 5+ years of experience (Senior Luxury Travel Advisor) planning luxury travel either as an independent contractor or company employee You are comfortable working on 30-40 trips at once (Luxury Travel Advisor) or 50-60 trips at once (Senior Luxury Travel Advisor You have experience working with large amounts of data and staying organized using a CRM (e.g., itineraries, trip feedback, client information, etc.) You are well-versed in working with luxury hotels, first and business class air, DMCs, villa suppliers, guides, etc You have a sophisticated understanding of a high-end consumer’s lifestyle and travel trends You have a demonstrated ability to deliver a great client experience with ease and grace You have excellent verbal and written communications You can multitask easily and have outstanding time management skills Bonus points for Sabre GDS knowledge, Salesforce CRM expertise, and experience working on or leading a team Benefits Top-end of the market compensation package. Fully-covered medical, dental and vision benefits 401k plan An opportunity to be part a groundbreaking and new model in luxury travel You will work alongside the most elite group of travel professionals in the industry A real say in the future of our business; you will be an early and valued member of the team. Your ideas about how to improve our service will be vital to our success

Financial Advisor

Dynamic Wealth Strategies Inc New York, NY

Job Description Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.

Sales Advisor

Equiliem New York, NY

Job Description Job Description Sales Advisor opportunity in NYC! Locations available within 5 boroughs of NYC + Westchester, NY, US 6 month+ contract Required Skills: 1-3 years sales or prior customer-facing experience preferred, or other applicable work experience. Strong communication and interpersonal skills Ability to work collaboratively Technology adept Access to a dedicated vehicle preferred Education: High School Diploma or GED Essential Duties/Responsibilities: Identify new developers, contractors, installers and enroll them as participating contractors for assigned program. Achieve and maintain team and individual performance metrics while enabling an excellent customer experience. Ability to maintain a professional and accountable approach to work and ensuring reliability in all interactions with customers and team members. Apply a high level of program knowledge and utilize collateral tools to explain program benefits and process. Provide comprehensive feedback on the depth and quality of customer engagement and effectiveness of marketing collateral within the scope of the business objective. Working Conditions: Working onsite at assigned location(s) or event(s) within the Service Area Position requires commuting to and from one or more of NYC (5 boroughs) and Westchester. Ability to work a flexible schedule inclusive of evenings and weekends. Expected 40 hours/week. Drivers' License Required #zr

Onward Fellowship - Workforce Advisor, KIPP Forward

KIPP NYC Public Schools New York, NY

Job Description Job Description Company Description About KIPP NYC: KIPP NYC Public Schools is a non-profit network of free, public charter schools that prepares students for success in college and life. In 1995 we started our first middle school, KIPP Academy, in The Bronx. Our goal was to graduate students with the strength of character and academic abilities needed to succeed in high school, college and beyond – and in so doing, to prove what is possible for all students. Today, our New York City network is comprised of eight elementary schools, nine middle schools, one high school, and KIPP Forward, a comprehensive support program for our alumni. KIPP NYC Public Schools currently serves more than 9,350 students and alumni, has a staff of more than 1,000, and continues to grow! About KIPP Forward Postsecondary Success Collaborative KIPP Forward works with graduates of KIPP, Achievement First, and a growing number of other select high school-serving organizations, to empower them for success in college and their careers. Our Theory of Impact was formulated utilizing a design thinking approach with our alumni, as well as research of the most effective Comprehensive Approach to Student Success (CASS) and career readiness programs. Utilizing breakthrough college and career strategies, we aim to help our alumni persist in and graduate from college and CTE programs, and upon completion, transition to strong jobs. Currently, the Collaborative serves alumni who completed high school in NYC, Connecticut, New Jersey and Philadelphia, and will support KIPP CTE-bound alumni from additional regions across the country through management of the Onward Fellowship. Job Description Anticipated Start Date: February 1, 2025 Location: This position is a remote position, with the expectation of 60% travel to meet with Onward Fellows at their home regions (locations TBD) and visit various CTE programs within those regions, 30% working remotely and 10% participating in team meetings at our NYC central office. The employee in this position must reside in NY, NJ or CT, and within commutable distance to our central office in NYC. Onward Fellowship Scale and Impact The Onward Fellowship will provide selected KIPP high school graduates or middle school completers who are pursuing a qualified Career and Technical Education (CTE) certifying program with financial support of up to $10,000 over 2 years to cover the academic and/or personal expenses that make enrolling in and/or completing a certification program challenging. Through the generosity of KIPP’s supporters, we have created a fund that will be able to support an estimated 265 KIPPsters in the high school graduating class of 2025. Position Overview The Onward Fellowship Workforce Advisor (WFA) is a highly motivated, flexible, entrepreneurial and dynamic professional committed to increasing alumni access to and success in CTE/Workforce training programs. KIPP Forward is looking for a relationship and results oriented individual to advise KIPP alumni from across a variety of regions interested in joining the workforce directly after high school with the financial support of the Onward Fellowship. The goals are to increase the number of alumni who apply to, enroll in, and complete a career program aligned with their interests and aptitudes, and to secure a strong job in an upwardly mobile career, putting them on a path to financial freedom and fulfilling lives. The Workforce Advisor assists alumni to apply for Onward funding as they transition from high school and will advise them through their two years post-graduation. This includes supporting their identification of and application to CTE programs of interest, persistence and completion of them, and supporting their job search process. The Workforce Advisor reports directly to the Associate Director (AD) of CTE Pathways & Partnerships and joins a team that includes 3 other Workforce Advisors. Utilizing Inside Track training and consistent observation and feedback from our Associate Director (AD) of CTE Pathways & Partnerships, the Advisor will provide coaching, mentorship and direct support to alumni through virtual and in person 1:1 advisement sessions. In so doing, they will assess advisees’ professional interests, skill sets, academic and career-related habits and planning, socio-emotional and financial health to determine fit, readiness and support needs through this critical 2-year period. Through these consistent touchpoints and assessments, the Advisor will perform transformational coaching interventions to ensure our alumni make positive progress. All work-related transportation costs will be paid for by KIPP Forward. The Workforce Advisor (Onward) position is a grant funded 2.5 year commitment from February 1, 2025 (or as soon after) through June 30, 2027. At the end of this grant term, employment with KIPP NYC terminates. We will invite high performing staff to apply for any available internal roles at that time. Duties and Responsibilities: Lead the Onward intake and decisioning process for Onward funds for KIPP alumni opting for a career pathway post-high school, with a focus on the process for non-Collaborative KIPP regions. Partnering as needed with High School Counselors to assess Fellowship eligibility and decisioning process, and if support is needed to re-engage unresponsive alumni on the caseload. Support and maintain an advisory caseload of up to 200 alumni awarded the Onward Fellowship across our KIPP regions nationally by: Regularly checking in with Onward Fellowship awardees to assess and track assets and barriers and explore ways to overcome setbacks that may impact training retention and completion, and landing a strong job, For alumni that have not identified or applied to a strong match CTE program, introducing and recommending local Career and Technical Education (CTE) opportunities and supporting the CTE program application process. Checking in with Onward Fellowship awardees on their performance and progress in programs, and assessing needs and impacts of CTE programming on them Identify and partner with Associate Director (AD) of CTE Pathways & Partnerships to vet on new local CTE providers and workforce programs for participating non-Collaborative regions Meet with advisees regarding their employment needs, assess employment history, and establish a realistic and viable job search plan Assist advisees with resume development and job search Utilizing approved social media and texting platforms to promote our programming and deliver critical information to alumni Plan and participate in weekly one-on-one meetings with Associate Director (AD) of CTE Pathways & Partnerships; Regularly and openly communicate with AD to seek guidance and support to navigate complex challenges alumni may be facing Track and maintain caseload data in Salesforce, including detailed notes of every student communication, in person visits, updated contact information, program participation and completion data, and maintain important documents on our internal file system Present data and insights to KIPP Forward leaders when requested on the progress of Onward Fellows Engage actively in professional development opportunities provided, including conferences, workshops, team meetings, observations and debrief cycles, webinars, department meetings and team step-backs. New Staff Training will be held full-time in the first week of employment in NYC, and may be extended into the following week. Submit credit card expense reports as required, and utilize alumni meeting funds strategically and responsibly Support facilitation of regional and national Professional Development in CTE/Workforce Advisement Support Associate Director (AD) of CTE Pathways & Partnerships and Senior Director of Career Services as needed to continue to improve our programs and services Qualifications Strong alignment with and commitment to KIPP Forward’s program model and ultimate goals Completion of a workforce program, AA or BA degree Two or more years of experience working with underserved and at-risk young adults and their families Experience advising young adults with CTE/Workforce pursuits and/or demonstrated ability to influence and motivate young adults to engage in activities to build their futures preferred Friendly, outgoing and approachable to quickly engage your advisees; skill and willingness to assess and support individual advisee needs required for them to meet their career goals High energy, positivity and enthusiasm to encourage and inspire your advisees to persevere and take positive action steps as they face challenges Ability to travel to meet with alumni and visit workforce programs in participating Onward regions, and to travel to NYC for team meetings, etc. as needed Demonstrated skill managing stressful or complex situations with calm, composure and resourcefulness Ability to self-manage to address challenges and meet ambitious goals and strict deadlines Flexibility and willingness to contribute when necessary on projects outside of own caseload Demonstrated ability to work well with others and build relationships within and across teams Commitment to exploring issues of race, class, and privilege, both individually and alongside others Strong working knowledge in Microsoft Word/Google Docs, Microsoft Excel/Google Sheets, Microsoft PowerPoint/Google Slides, and Microsoft Outlook and ability to learn new technology platforms and databases quickly Excellent written and verbal communication skills Outstanding organizational skills and high attention to detail Strong achievement orientation with exceptional time management skills and demonstrated ability to handle multiple priorities High level of responsiveness to maintain strong partner relations, along with willingness to check email/texts after hours for occasional urgent situations or needs Holding a valid driver’s license is strongly preferred Spanish speaking strongly preferred Additional Information Compensation & Benefits: For the Workforce Advisor position, KIPP NYC offers a competitive salary ranging from $60,770 - $69,010. Salary ranges at KIPP NYC are standardized based on role level and role function. Individual salaries are determined through a lens of equity, accounting for years of experience relevant to the role and scope of responsibilities, and are benchmarked against others within the same salary band. KIPP NYC offers a generous benefits package including medical, dental and vision coverages. Other benefits include retirement plan, flexible spending accounts, life insurance and supplemental benefits offerings. KIPP NYC offers a generous benefits package including, but not limited to, the following: Robust benefits that include medical, dental, and vision. Up to 12 weeks 100% parental leave. Bright Horizon Back-up Child and Elder care. Employer paid Life Insurance and Short term/Long term disability. Employee incentives including 8 Weeks paid Sabbatical after 10 years, annual professional development funds, and tuition reimbursement. This description is intended to describe the type of work being performed by a person assigned to this position. It is not an exhaustive list of all duties and responsibilities required by the employee. This role require travel to our sites. If you relocate outside of a commutable distance from your assigned sites, your employment will be subject to review, which may include separation from KIPP NYC. It is important that you notify HR if you move or have plans to relocate. KIPP NYC LLC does not offer visa sponsorship or work authorization. KIPP NYC LLC is an anti-racist organization that believes in the importance of being diverse, equitable, and inclusive. We are committed to creating a welcoming environment that includes employees with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving students and families throughout New York City. BIPOC, women, gender expansive, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. KIPP NYC LLC is an Equal Opportunity Employer. KIPP NYC LLC is committed to the principles of equal employment opportunity for all employees and applicants for employment.

Senior Wealth Advisor - Remote

Harrison Gray Search and Consulting LLC New York, NY

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: Transforms advisors into fintech entrepreneurs. Emphasizes automation and efficiency to enhance client interactions. Grows by acquiring and enhancing traditional wealth management firms. Founded by seasoned entrepreneurs with extensive VC-backed experience. Supported by top VC firms and industry executives. Role: Shape the future of wealth management through a fintech perspective. Manage high-net-worth client relationships and portfolios. Collaborate with Product Development and M&A teams. Develop new client relationships and support business development. Analyze client data and provide comprehensive financial advice. Design and implement long-term investment strategies. Advise on investment, tax, retirement, estate planning, and more. Collaborate with third-party service providers. Influence the development of advisor technology platforms. Assist in recruiting top wealth managers and training new staff. Requirements: 10+ years in investment advisory. Active client book. Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Passion for ownership and impact. Interest in fintech. Ability to thrive in a fast-paced environment. Nice to have: Experience at a tech company. Analytical or technical degree (BS or MS). Experience with high-net-worth clients. Expertise in financial planning. Proficient with financial planning software. Strong organizational, analytical, and communication skills. Benefits: Top-tier medical, dental, and vision plans. Unlimited PTO and company holidays. Solo 401(k). NYC office with stunning views. Competitive compensation with revenue participation and equity. Office meals and snacks. Teledoc access. Discounts on various health services. This role offers a unique opportunity to significantly impact the wealth management industry through technology and innovation. This is a remote-first company and Advisors may be located anywhere in the US.

Academic Advisor, Preprofessional Advising - College of Arts & Science

New York University New York, NY

Position Summary Arts & Science is seeking a dynamic Academic Advisor to join the College Advising Team, specifically the Preprofessional Advising Team. Reporting to the Assistant Dean for Preprofessional Advising, the academic advisor will advise students on prehealth, prelaw, and business studies academic performance, policies, and other learning opportunities. Special focus includes but is not limited to prehealth programming, working with the student groups and advisory boards related to health professions, serving as a member of the Committee on Evaluations to Schools of the Health Professions, and drafting the school-wide committee letter of evaluation. This staff person will liaise with other prehealth advisors across the University and maintain up to date information on trends in graduate health careers. In addition, this individual will advise and counsel a significant cohort of first-year students, serving as the primary advisor until they declare their major, and remaining as a support and resource person throughout their undergraduate career. This position will analyze data received through student inquiries, market research, and input and recommend new programs and courses to meet changing needs. Liaise with faculty and other University personnel, representing the Dean and the College to internal and external constituencies. Qualifications Required Education: Bachelor's degree Preferred Education: MA in liberal arts subject strongly preferred. Required Experience: 2-3 years' experience in counseling, advising, student services, program development or an equivalent combination of education and experience. Preferred Experience: Experience in an academic environment. Required Skills, Knowledge and Abilities: Ability to interpret and communicate policies to individuals at all levels. Excellent verbal and written communication skills. Additional Information In compliance with NYC's Pay Transparency Act, the annual base salary range for this position is USD $70,000.00 to USD $75,000. New York University considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, clinical compensation, or other items. NYU aims to be among the greenest urban campuses in the country and carbon neutral by 2040. Learn more at nyu.edu/nyugreen. EOE/AA/Minorities/Females/Vet/Disabled/Sexual Orientation/Gender Identity #J-18808-Ljbffr

Financial Advisor

Northwestern Mutual New York, NY

Overview Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, Licensing & Designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr

Advisor Development Program - Financial Solutions Advisor Trainee: Lenox Gardens Financial Center

Bank of America New York, NY

Advisor Development Program - Financial Solutions Advisor Trainee: Lenox Gardens Financial Center Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions, and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role, you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. Required Qualifications: Displays confidence working in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. At Bank of America, I get to make a difference every day. As an Advisor, my job is to advise my clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals. A key part of my role is accomplishing performance goals through consultative, needs-based analysis and organized follow-up with my clients. When I first started, I had a lot to learn about the investment world and compliance standards but I was equipped with the tools and training I needed to succeed. I meet with my manager on a regular basis to talk about my goals, and she gives me advice for how to make them a reality. As an Advisor, you will participate in the award-winning Academy at Bank of America. Trained by the award-winning Academy at Bank of America From my first day to today, the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses. I was provided with dedicated study time, training, and support. While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, MemberSIPC and a wholly owned subsidiary of BofA Corp. $28.85 - $32.00 hourly pay, offers to be determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr

Automotive Express Service Advisor/Writer

South Shore Chrysler Dodge Jeep Ram of Five Towns New York, NY

Top Pay PLUS Bonuses! Your First Year Income Potential: - $125K+! AGGRESSIVE BONUS STRUCTURES We are growing & in need of Advisors immediately! Those with Service Advisor Experience are encouraged to apply! Jeep Dodge Ram is HIRING NOW for friendly, energetic Service Advisors to advise customers on service options and costs when their vehicle needs repair. Ideal candidates will be ready to hit the ground running. Successful Service Advisors are ambitious problem-solvers and skilled multi-taskers who thrive in a fast-paced environment. Previous Service Advisor, Service Dept., Warranty / Insurance Adjuster experience is a plus! If you have outstanding customer satisfaction skills, an outgoing personality, are self-motivated and driven – Apply online today! All applications are confidential. We offer: Top Pay in the Area! Tell us about your experience at your interview! Performance Bonuses! Your first-year income potential is $125,000+! Medical, Dental, Vision, and Disability Insurance Paid time off (PTO) 401(k) Retirement Plan Employee discounts on products and services A positive and professional team environment Responsibilities – Service Advisor: Schedule appointments for service/maintenance/recall work Greet customers and inspect their vehicle Conduct all business with sincerity, honesty, and genuine concern for customer Listen to customer’s reason(s) for bringing their vehicle to the service department Advise customers about necessary/suggested services and costs Follow the status of the customer's vehicle from service bay entry through completion of work Keep customers informed of any changes that occur Upon completion of work, review work order with customer to assure all concerns are addressed Other duties may be assigned Qualifications – Service Advisor: Previous Service Advisor experience is preferred with CDK experience! BUT WILL TRAIN! Previous work history as a Warranty / Insurance Adjuster or a Service Tech / Mechanic translates well in this position General knowledge of vehicle mechanical operations is preferred Good customer service and communication skills Works well in a fast-paced environment Professional appearance and a positive attitude Good work ethic and computer skills Valid driver's license and good driving record Must be authorized to work in the U.S. We are a Drug-free Workplace We are an Equal Opportunity Employer. All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation, or other protected status. #J-18808-Ljbffr

Automotive Express Service Advisor/Writer

South Shore Chrysler Dodge Jeep Ram New York, NY

Top Pay PLUS Bonuses! Your First Year Income Potential: - $125K+! AGGRESSIVE BONUS STRUCTURES We are growing & in need of Advisors immediately! Those with Service Advisor Experience are encouraged to apply! Jeep Dodge Ram is HIRING NOW for friendly, energetic Service Advisors to advise customers on service options and costs when their vehicle needs repair. Ideal candidates will be ready to hit the ground running. Successful Service Advisors are ambitious problem-solvers and skilled multi-taskers who thrive in a fast-paced environment. Previous Service Advisor, Service Dept., Warranty / Insurance Adjuster experience is a plus! If you have outstanding customer satisfaction skills, an outgoing personality, are self-motivated and driven – Apply online today! All applications are confidential. We offer: Top Pay in the Area! Tell us about your experience at your interview! Performance Bonuses! Your first-year income potential is $125,000+! Medical, Dental, Vision, and Disability Insurance Paid time off (PTO) 401(k) Retirement Plan Employee discounts on products and services A positive and professional team environment Responsibilities – Service Advisor: Schedule appointments for service/maintenance/recall work Greet customers and inspect their vehicle Conduct all business with sincerity, honesty, and genuine concern for customers Listen to customer’s reason(s) for bringing their vehicle to the service department Advise customers about necessary/suggested services and costs Follow the status of the customer's vehicle from service bay entry through completion of work Keep customers informed of any changes that occur Upon completion of work, review work order with customer to assure all concerns are addressed Other duties may be assigned Qualifications – Service Advisor: Previous Service Advisor experience is preferred with CDK experience! BUT WILL TRAIN! Previous work history as a Warranty / Insurance Adjuster or a Service Tech / Mechanic translates well in this position General knowledge of vehicle mechanical operations is preferred Good customer service and communication skills Works well in a fast-paced environment Professional appearance and a positive attitude Good work ethic and computer skills Valid driver's license and good driving record Must be authorized to work in the U.S. We are a Drug-free Workplace We are an Equal Opportunity Employer. All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation, or other protected status. #J-18808-Ljbffr

Immediate Start

Merrill Financial Solutions Advisor - SD Financial Center

Bank of America New York, NY

Merrill Financial Solutions Advisor - SD Financial Center Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. Job Description: This job is responsible for working with high-net-worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their financial needs, such as core Banking and Investment and Life Priority solutions. Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products. Understands and accesses the full breadth of resources across the bank to benefit clients or prospects. Develops and grows a book of business to meet and exceed pre-defined financial targets. Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds. The Advisor Development Program (ADP) Journey: As a Merrill Financial Solutions Advisor (MFSA), you will receive necessary training and guidance to become a successful independent financial advisor. You will work with affluent and high-net-worth clients, identifying needs and preparing investment recommendations. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. We’ll help you: Get training and one-on-one mentorship from managers invested in your success. Build connections to grow your network and business. Deliver advice through client reviews/presentations with confidence. Learn about the full suite of financial solutions. As a Merrill FSA, you can look forward to: A strong referral network to increase opportunities for affluent and high-net-worth client acquisition. Marketing strategies to reach wider audiences. Ongoing professional development to deepen your skills. Potential opportunities for professional growth. Leadership opportunities, including leading client and conference seminars. We’re a culture that: Is committed to building a workplace where every employee is welcomed and supported. Believes diversity makes us stronger to meet the diverse needs of our clients. Provides continuous training and developmental opportunities. Is committed to advancing our tools, technology, and ways of working. Believes in responsible growth and supports communities around the world. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Two years' experience in the financial service industry and/or a sales environment. Minimum of one year experience in the investments industry. Self-starter who efficiently manages time and capacity. Sets and accomplishes goals. Builds and nurtures strong relationships. Collaborates effectively with others. Communicates effectively and confidently. Manages goals and executes in a fast-paced environment. Likes to learn and adapts to new information. Thorough in incorporating relevant regulatory due diligence. Desired Qualifications: Proven ability to partner and promote lead generation. Experience balancing investment management and sales activities. Strong computer skills and ability to multitask. Bachelor's degree, preferably in a business-related field. Achieved additional professional designations such as CFP and/or CRPC. $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education, and skill set. Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan based on performance against defined metrics. This role is currently benefits eligible, providing industry-leading benefits and support for employees. #J-18808-Ljbffr

Merrill Financial Solutions Advisor - Rockefeller Center Office

Bank of America New York, NY

Merrill Financial Solutions Advisor - Rockefeller Center Office Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their financial needs. Partners with Financial Advisor teams to build their network by sharing relevant market developments. Understands and accesses the full breadth of resources across the bank to benefit clients or prospects. Develops and grows a book of business to meet and exceed pre-defined financial targets. Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs. The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs and preparing investment recommendations. We’ll help you: Get training and one-on-one mentorship from managers who are invested in your success. Build connections to grow your network and business. Deliver advice through client reviews and presentations with confidence. Learn about the full suite of financial solutions. As a Merrill FSA, you can look forward to: A strong referral network from across the business. Marketing strategies to reach wider audiences. Ongoing professional development. Potential Opportunities for professional growth. Leadership opportunities. We’re a culture that: Is committed to building a workplace where every employee is welcomed and given the support to advance their careers. Believes diversity makes us stronger. Provides continuous training and developmental opportunities. Is committed to advancing our tools and technology. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Two years' experience working in the financial service industry and/or a sales environment. Minimum of one year experience in the investments industry. Self-starter who efficiently manages time and capacity. Sets and accomplishes goals. Builds and nurtures strong relationships. Communicates effectively and confidently. Desired Qualifications: Proven ability to partner and promote lead generation. Experience balancing investment management and sales activities. Bachelor's degree, preferably in business-related field. $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives based on performance against defined metrics. This role is currently benefits eligible. We provide industry-leading benefits and support to our employees. #J-18808-Ljbffr

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