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254 Financial Advisor Associate jobs in New York,NY

New, Posted 4 hours ago

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Financial Advisor

Mariner Finance

New York, NY 10025

Paid Relocation to New York, NY

Remote

Clean U4 with no disclosures
Series 65, CFP or CFA required
10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Bachelor's degree required

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Financial Operations JOB Training Opportunity

Year Up United

New York, NY 10261

$525/wk

Onsite

Have not obtained a Bachelorʼs degree
Eligible to work in the U. S.
A high school graduate or GED recipient

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Unclaimed Property Specialist - Finance

Securitas

Parsippany, NJ 07054

Hybrid~ 45 minHealth InsurancePaid Time OffRetirement Benefit

College degree (BS) - Accounting or Finance.
During busy periods for filing, close process, etc., overtime or weekends could be needed.
1-3 years accounting or finance related experience.
Attention to Detail: Ability to manage large volumes of data and maintain meticulous records without overlooking small discrepancies that could impact compliance.
PC Skills: Excellent PC skills to include proficiency in Microsoft Suite, including Word, Excel (VLOOKUP, HLOOKUP, pivots), Outlook, and meeting tools (Teams, Zoom), and internet navigation and research.
Successful passing of background, reference, psychological, and controlled substance tests.
Regulatory Knowledge: Familiarity with state and federal unclaimed property laws and regulations. Commitment to stay updated on emerging guidelines and legislative changes.
Analytical & Problem-Solving Skills: Highly motivated self-starter with excellent problem-solving skills. Should be able to identify problems and propose a resolution, and related process and system improvements.
Ethical Judgment & Discretion: High level of integrity and professionalism. Ability to handle sensitive information with care and maintain confidentiality at all times.
Organizational & Time Management Abilities: Strong organizational skills to prioritize tasks, manage multiple projects concurrently, and meet deadlines in a fast-paced environment.
Effective Communication: Excellent verbal and written communication skills to interact with multiple stakeholders, including claimants, regulatory authorities, and internal teams.
Occasional lifting and/or moving document boxes.

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Financial Consultant - Greenwich, CT

Fidelity Investments

Bronx, NY 10467

Hybrid~ 17 minEducation AssistanceRetirement Benefit

FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
Experience with High Net Worth clients
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

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New, Posted 1 day ago

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Sales Account Specialist

Patterson

Totowa, NJ 07512

Education AssistanceHealth InsurancePaid Time OffRetirement Benefit

New, Posted 1 day ago

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Auto Damage Trainee

GEICO

New York, NY 10001

HybridEducation AssistanceRetirement Benefit

Willingness to be flexible with primary work location – position may require either remote or in-office work
Minimum of high school diploma or equivalent
Valid driver's license (must meet company underwriting guidelines for at least the past 3 consecutive years) and the ability to maintain applicable state and federal certifications and permits

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New, Posted 17 hours ago

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Credit & Collection Specialist

Manpower Group

Edison, NJ 08817

~ 47 min Onsite

Bachelor's degree in Business, Finance, Accounting, or a related field, or equivalent industry experience.
3-5 years of related Credit & Collections experience.

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Loan Acquisition Specialist

OneMain Financial

Union, NJ 07083

~ 31 min OnsiteBilingual PreferredEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

High School Diploma or GED

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Customer Specialist - Full time

CarMax

Edison, NJ 08817

~ 47 min OnsitePaid Time Off

Lift objects that weigh as much as 25 lbs.
High School Diploma, or equivalent
Read, interpret and transcribe data in order to maintain accurate records
Valid Driver's License

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Corporate Banking Underwriting & Portfolio Management Associate

Santander Holdings USA

New York, NY 10022

Onsite

Exhibits competency at independently reaching conclusions and forms clear view of credit structure and business risk to organization.
Solid knowledge of loan and related legal documents.
Ability to foster strong partnerships with the related documentation and underwriting units.
Demonstrated practical and conceptual knowledge of credit and risk analysis.
Proficient in Microsoft Office, including Word, Excel and PowerPoint.
Knowledge of Federal banking regulations.
3+ Years Financial analysis, structuring, underwriting and portfolio management. - Required.
At least 3+ years of experience in credit underwriting with solid experience in spreading financials under GAAP and IFRS accounting, understanding the concepts of EBITDA add-backs and ability to perform projections unsupervised with deep understanding of the client.
Solid understanding of industry nuances applicable to the credits contained within the group's portfolio.
3+ Years Experience with underwriting loan transactions - Required.
Comfortable in customer contact situations including escalations and potential work-out/loan restructure environments.
Experience with financial analysis of large corporate clients with a focus on credit.
Bachelor's Degree or equivalent work experience: Finance, Accounting, Management, Economics or equivalent field. - Required.
Skilled in proposing and negotiating and recommending credit and covenant structures.
Demonstrated knowledge in financial modeling and able to structure credit in modeling environment. Able to assist RM's on how to structure the credit relationship.
Must demonstrate strong judgment and sound credit skills.