Accounts Receivable Representative JobotAccounts Receivable RepresentativeEast Brunswick, NJ$23–$24 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a keen eye for detail and a passion for numbers, you will play a crucial role in maintaining our financial health and helping us achieve our strategic goals.
Sales Representative / Business Consultant System OneSales Representative / Business ConsultantNewark, NJThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.
Pharmaceutical Field Sales Representative Inizio EngagePharmaceutical Field Sales RepresentativeUnion, NJOur passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Maintain an in-depth and knowledge of related disease state and market dynamics, quality programs, health information technology, care trends or other account-specific considerations that allow engagement in meaningful dialogue and adding value when calling on customers.
Insurance Onsite Relationship Representative EclaroInsurance Onsite Relationship RepresentativeNew York, NYFull timeIn addition, the role provides dedicated administrative and operational support to the local Managing Partner and management team, ensuring smooth office operations and streamlined processes for agency stakeholders. Success in this role requires strong relationship-building skills, organizational effectiveness, clear communication, discretion, and a proactive approach to problem-solving.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramNew York, New York$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Representative Davis Family Financial LLCFinancial RepresentativePaterson, NJ$60,000–$70,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Life Services Financial Services Representative Bank of America CorpLife Services Financial Services RepresentativePennington, NJ$25–$27 / hourWe 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 Share: Save job Job saved. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Veterinary Financial Service Representative VERG BrooklynVeterinary Financial Service RepresentativeBrooklyn, New YorkVeterinary Emergency & Referral Group (VERG - Brooklyn) in Brooklyn, NY is seeking a detail-oriented and customer-focused Veterinary Financial Service Representative to join our team and help manage the client financial aspects of our growing practice. Work-Life Rewards - We offer a competitive wage, generous paid time off, medical, dental, and vision benefits, employer-funded HSA, paid family leave, 401 (k) with company match, continuing education allowance, pet care benefits, and more!
Veterinary Financial Service Representative EVG Specialty NetworkVeterinary Financial Service RepresentativeBrooklyn, New YorkVeterinary Emergency & Referral Group (VERG - Brooklyn) in Brooklyn, NY is seeking a detail-oriented and customer-focused Veterinary Financial Service Representative to join our team and help manage the client financial aspects of our growing practice. Work-Life Rewards - We offer a competitive wage, generous paid time off, medical, dental, and vision benefits, employer-funded HSA, paid family leave, 401 (k) with company match, continuing education allowance, pet care benefits, and more!
Financial Assistance Representative - South/Central NJ Hackensack Meridian HealthFinancial Assistance Representative - South/Central NJHolmdel, New JerseyThe Financial Assistance Representative is responsible for screening patients who have no insurance or are under insured for State of New Jersey (NJ) Medicaid, State of NJ Charity Care or State of NJ Get Covered NJ Marketplace and assist in completing the appropriate applications, either face to face (bedside or office appointment) or by phone. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package.
Financial Services Representative - Upper East Side, NY FidelityFinancial Services Representative - Upper East Side, NYNew York, New YorkPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Financial Services Representative - Shrewsbury, NJ FidelityFinancial Services Representative - Shrewsbury, NJRed Bank, New JerseyPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Patient Financial Service Representative, Full Time, Days, Reconciliation, Morristown, NJ Atlantic Health SystemPatient Financial Service Representative, Full Time, Days, Reconciliation, Morristown, NJMorristown, NJAtlantic Health scored four “A” grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm. Responsible for supporting management in the billing and collection of accounts receivable for inpatient and outpatient accounts, cash application and reconciliation and/or resolving customer service issues.
Patient Financial Service Representative, Full Time, Day, 8a-4p, Reconciliation, Morristown, NJ Atlantic Health System IncPatient Financial Service Representative, Full Time, Day, 8a-4p, Reconciliation, Morristown, NJMorristown, NJResponsible for supporting management in the billing and collection of accounts receivable for inpatient and outpatient accounts, cash application and reconciliation and/or resolving customer service issues. Ensures insurance information is entered properly on accounts, process credit card payments, complete customer service forms for various customer service requests.
Financial Assistance Representative - South/Central NJ Hackensack University Medical CenterFinancial Assistance Representative - South/Central NJHolmdel, NJThe Financial Assistance Representative is responsible for screening patients who have no insurance or are under insured for State of New Jersey (NJ) Medicaid, State of NJ Charity Care or State of NJ Get Covered NJ Marketplace and assist in completing the appropriate applications, either face to face (bedside or office appointment) or by phone. Directly responsible for accurately processing Presumptive Eligibility (PE) Medicaid and for the follow up process to ensure patients become enrolled in NJ Family Care (NJFC).
Financial Services Representative - State Farm Agent Team Member Alberto Santana - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberJersey City, NJThis role requires a professional who is comfortable making outbound cold calls, developing new relationships, and maximizing financial opportunities within an existing property & casualty client base. You’re comfortable picking up the phone, starting conversations, uncovering needs, and building long-term relationships with households and business owners.
Partner Development Representative | Financial Institutions Ramp Business CorpPartner Development Representative | Financial InstitutionsNew York, NYConduct research on Private Equity & Venture Capital firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners. Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly!
Enterprise Data Sales Representative EDSR - Bloomberg Financial Solutions Bloomberg LPEnterprise Data Sales Representative EDSR - Bloomberg Financial SolutionsNew York, NY$125,000–$185,000 / yearYou will be responsible for sales across our Enterprise Data Product suite including Data Management Solutions (DMS and DL+), Reference Data, Real-Time data feeds, Regulatory Solutions and the Bloomberg Valuation Service (BVAL) to both new prospects and an existing book of business. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.
Enterprise Data Sales Representative (EDSR) - Bloomberg Financial Solutions BloombergEnterprise Data Sales Representative (EDSR) - Bloomberg Financial SolutionsNew York, NY$125,000–$185,000 / yearYou will be responsible for sales across our Enterprise Data Product suite including Data Management Solutions (DMS and DL+), Reference Data, Real-Time data feeds, Regulatory Solutions and the Bloomberg Valuation Service (BVAL) to both new prospects and an existing book of business. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.
Registration/Financial Representative St. Joseph HealthRegistration/Financial RepresentativePaterson, NJCompletes collections of patient financial responsibility, and refer self-pay patients to appropriate financial service when needed. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered.
Patient Financial Representative St. Joseph HealthPatient Financial RepresentativeWayne, NJLeading edge clinical services include orthopedics, spine, and sports medicine; cardiology/cardiothoracic services including a diagnostic cardiac catheterization laboratory performing peripheral angiograms and stenting, carotid stenting and pacemaker implants; non-invasive cardiology services including Holter monitoring, 24-hour blood pressure monitoring, echocardiography and trans-esophageal echocardiography; the Acute Rehabilitation Unit providing a full range of inpatient and outpatient services such as those of the North Jersey Swallowing Center; the John Victor Machuga Diabetes Education Center, offering comprehensive education and consultation programs; and expanded Ambulatory Care Center; as well as liver, biliary, and pancreatic consultation services. The combined efforts of the organization's outstanding physicians, superb nurses, and dedicated clinical and professional staff have made us one of the most highly respected healthcare organizations in the state, the largest employer in Passaic County, and one of the nation's "100 Best Places to Work in Health Care".
Financial Services Representative – State Farm Agent Team Member Manny Coby - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberMartinsville, NJSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. ABOUT OUR AGENCY: Manny has been proudly serving New Jersey and New York for over 25 years and leads two multi-lingual offices known for their professionalism and dedication.
PROGRAM COORDINATOR I (Student Financial Services Center Representative ) Rutgers The State University of New JerseyPROGRAM COORDINATOR I (Student Financial Services Center Representative )New Brunswick, NJUnder Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption. Rutgers, The State University of New Jersey is seeking a Program Coordinator I to serve as Student Financial Services Center Representative in the department of Student Accounting, Billing and Cashier Services (Student ABC) within University Finance and Administration (UFA).
Patient Financial Service Representative, Full Time, Days, 7a-3p, PFS - Revenue Cycle Integrity, Morristown, NJ Atlantic Health System IncPatient Financial Service Representative, Full Time, Days, 7a-3p, PFS - Revenue Cycle Integrity, Morristown, NJMorristown, NJAtlantic Health scored four "A" grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm. Atlantic Health Morristown and Atlantic Health Overlook ranked within the top three hospitals in New Jersey by U.S. News & World Report's 2025-2026 Best Hospital rankings.
Patient Financial Service Representative, Full Time, Days, 8a-4p, PFS - Revenue Cycle Integrity, Morristown, NJ Atlantic Health System IncPatient Financial Service Representative, Full Time, Days, 8a-4p, PFS - Revenue Cycle Integrity, Morristown, NJMorristown, NJAtlantic Health scored four "A" grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm. Atlantic Health Morristown and Atlantic Health Overlook ranked within the top three hospitals in New Jersey by U.S. News & World Report's 2025-2026 Best Hospital rankings.
Patient Financial Service Representative, Full Time, Day, 8a-4p, Denials Management, Morristown, NJ Atlantic Health System IncPatient Financial Service Representative, Full Time, Day, 8a-4p, Denials Management, Morristown, NJMorristown, NJAtlantic Health scored four "A" grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm. Atlantic Health Morristown and Atlantic Health Overlook ranked within the top three hospitals in New Jersey by U.S. News & World Report's 2025-2026 Best Hospital rankings.
Partner Development Representative | Financial Institutions RampPartner Development Representative | Financial InstitutionsNew York City, New YorkConduct research on Private Equity & Venture Capital firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners. Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly!
Financial Services Representative Fifth Avenue FinancialFinancial Services RepresentativeNew York, NY$38,000–$150,000 / yearLicensing: If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development. Monitor markets, research financial products, and stay updated with new developments in the financial sector.
Financial Account Representative – State Farm Agent Team Member edwin mata - State Farm AgentFinancial Account Representative – State Farm Agent Team Memberemerson, NJAs our Financial Account Representative – State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: edwin mata - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
Representative Registration and Financial St. Joseph HealthRepresentative Registration and FinancialWayne, NJLeading edge clinical services include orthopedics, spine, and sports medicine; cardiology/cardiothoracic services including a diagnostic cardiac catheterization laboratory performing peripheral angiograms and stenting, carotid stenting and pacemaker implants; non-invasive cardiology services including Holter monitoring, 24-hour blood pressure monitoring, echocardiography and trans-esophageal echocardiography; the Acute Rehabilitation Unit providing a full range of inpatient and outpatient services such as those of the North Jersey Swallowing Center; the John Victor Machuga Diabetes Education Center, offering comprehensive education and consultation programs; and expanded Ambulatory Care Center; as well as liver, biliary, and pancreatic consultation services. The combined efforts of the organization's outstanding physicians, superb nurses, and dedicated clinical and professional staff have made us one of the most highly respected healthcare organizations in the state, the largest employer in Passaic County, and one of the nation's "100 Best Places to Work in Health Care".
Patient Account Representative - Patient Financial Services- Per Diem Flexible Shifts - (27038P) Bergen New Bridge Medical CenterPatient Account Representative - Patient Financial Services- Per Diem Flexible Shifts - (27038P)Paramus, New JerseyAnalyze, identify and report areas of high-volume error, for enhanced automation opportunity in Paragon or Claims Administrator, or corrective actions in front end areas. Communicate with the front-end departments, i.e. Patient Access, Ancillary Departments, and Medical Records for edits related to the respective area.
Financial Advisor Northwestern MutualFinancial AdvisorNew York, New York$61,000–$250,000 / yearNorthwestern 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. 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.
Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: SD Financial Center MarketBrooklyn, New YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
AMP Financial Advisor - New York, New York Raymond James Financial IncAMP Financial Advisor - New York, New YorkNew York, NY$62,353.20–$90,000 / years66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorPennington, NJ$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
NewAnalyst – Financial Advisory Services Career Launch AIAnalyst – Financial Advisory ServicesNew York, NY$100,000–$150,000A leading middle-market investment bank or advisory firm may seek a Financial Advisory Services Analyst to support clients on M&A advisory, restructuring, valuations, and strategic financial consulting. This Financial Advisory Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
NewFinancial Due Diligence Analyst Career Launch AIFinancial Due Diligence AnalystNew York, NY$100,000–$150,000A leading middle-market investment bank, advisory firm, or private equity sponsor may seek a Financial Due Diligence Analyst to analyze target company financials, assess operational and financial risks, and support transaction execution. This Financial Due Diligence Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
Regional Financial Aid Advisor Lincoln Technical Institute, Inc.Regional Financial Aid AdvisorParsippany, NJLincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to students, campus administrative staff, faculty, and outside agency representatives regarding various financial aid programs. Additional responsibilities include addressing and resolving student inquiries, issues, and problems ensuring that appropriate actions are taken to satisfy the student, company, and regulatory agencies while adhering to policies, procedures, and legal requirements.
Regional Financial Aid Advisor - Remote Lincoln Technical Institute, Inc.Regional Financial Aid Advisor - RemoteParsippany, NJRemoteLincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to students, campus administrative staff, faculty, and outside agency representatives regarding various financial aid programs. Additional responsibilities include addressing and resolving student inquiries, issues, and problems ensuring that appropriate actions are taken to satisfy the student, company, and regulatory agencies while adhering to policies, procedures, and legal requirements.
Regional Financial Aid Advisor - Hybrid Lincoln Technical Institute, Inc.Regional Financial Aid Advisor - HybridParsippany, NJLincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to students, campus administrative staff, faculty, and outside agency representatives regarding various financial aid programs. Additional responsibilities include addressing and resolving student inquiries, issues, and problems ensuring that appropriate actions are taken to satisfy the student, company, and regulatory agencies while adhering to policies, procedures, and legal requirements.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteNYRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor CareerPro StaffingFinancial AdvisorSouth Brunswick, NJA well-established and rapidly growing retirement-focused financial planning firm is adding experienced Financial Advisors to support continued growth driven by a proven educational seminar model. This opportunity is ideal for an advisor who has achieved solid success, feels capped by their current platform, and is ready to operate within a model designed for significantly higher income and production.
Affluent Market Senior Financial Advisor M&T Bank CorpAffluent Market Senior Financial AdvisorParsippany, NJIf assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank channels by meeting with high net worth clients. Deliver a diversified set of brokerage, investment and insurance and advice-based solutions to meet the individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning, Carriers, Wholesalers in Insurance and Managed Accounts.
Financial Advisor - Bronx/Queens/Long Island Thrivent Financial for LutheransFinancial Advisor - Bronx/Queens/Long IslandLong Island, NYThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Senior Financial Advisor Art Gallery Masterworks LLCSenior Financial Advisor Art GalleryNew York, NY$150,000–$200,000 / yearAs a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.
Supervision Manager - Financial Services Alera Group IncSupervision Manager - Financial ServicesNYRemote$100,000–$130,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support the growth of Alera Group's Financial Services business by building supervision practices that scale with new advisors, entities, and platforms.
Aspiring Financial Advisor Strategies for WealthAspiring Financial AdvisorNew York City, NY$100,000–$150,000 / yearAt Strategies for Wealth, we specialize in helping driven professionals transition into financialservices - and build careers that compound over time, financially and personally. Strategies for Wealth is one of the most successful firms in theGuardian Wealth Network, with flagship offices in New York City and Westchester County.
NewFinancial Advisory Analyst Career Launch AIFinancial Advisory AnalystNew York, NY$140,000–$185,000Members of the Career Launch AI platform gain access to exclusive opportunities across financial advisory, transaction services, valuation, restructuring, and strategic finance that may not be publicly listed. This Financial Advisory Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
Private Capital Financial Analyst Career Launch AIPrivate Capital Financial AnalystNew York, NY$140,000–$185,000A lower middle-market private equity or private capital firm (representative of firms within our network) may seek a financially rigorous, entry-level Private Capital Financial Analyst to support investment teams across deal underwriting, valuation, and portfolio financial analysis. The role offers hands-on exposure to transaction modeling, capital structure analysis, diligence support, and portfolio monitoring within lean investment teams, providing early-career analysts with direct insight into how private capital investment decisions are evaluated and executed.
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorLittle Silver, NJ$100,000–$150,000 / yearRequires a 4-year degree; business, finance, economics preferred Advanced designation required (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 4+ years of experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess excellent analytical, organizational, and communication skills (both oral & written) Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community. Our Little Silver office in New Jersey is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.