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For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Complete a written survey to identify dimensions distinguishing jobs within personal financial advising.

HOUR

Mercor

Personal Finance Advisor - Expert

Manatal

Assist TRIO EOC participants in completing financial aid applications (FAFSA and TAP, Loans, etc.), and financial aid verification requirements and troubleshoot participants’ technical issues by contacting college administrators and seeking out appropriate information and guidance. The ideal candidate must also possess excellent communication (oral and written) and interpersonal skills, proven ability to interact with a diverse range of individuals both in person and over the phone, applying tact and discretion as situations demand.

Research Foundation of The City University of New York

College Advisor

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For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Review and assess domain-specific documents to ensure quality, accuracy, and relevance.

Consulting Advisor - Document Specialist

At Tesla, our Used Vehicle Advisors consistently deliver an incredible educational, immersive, and exciting experience to all our current and future customers as well as create a memorable experience for our customers on delivery day. Performance is measured by your ability to manage a robust pipeline of potential customer opportunities, follow up with that pipeline through phone and e-mail, maintain excellent customer satisfaction ratings and ultimately create new Tesla owners.

Tesla Inc

Pre Owned Tesla Advisor

Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster.

YEAR

Diligent Corp

Client Success Advisor

To support a fair and consistent hiring process, we use AI and digital automated tools to assist our recruitment team in organizing candidate data, surfacing relevant applications, coordinating interview scheduling and summarizing interview notes. Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance.

Diligent

Client Success Advisor - Risk & Audit

Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. Effectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.) to maximize each transaction, improve KPI's and close sales.

Kering

BOTTEGA VENETA Client Advisor, NY Flagship

IRecruitee

The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Deloitte Touche Tohmatsu Ltd

Technical Maximo Senior Consultant - Real Estate Technology

For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back. Partner with cross-functional stakeholders across International Operations, Sales/Sales Support, Finance, Billing, Technology, and other business teams to build alignment around scalable, globally consistent ways of working.

TransUnion

Global Platform Strategy Advisor - Salesforce Ecosystem

This newly created role reports into a newly established function within TruOps Digital Experience and will partner closely with business leaders, technology teams, and acquisition stakeholders to establish and evolve TransUnion''s acquisition integration framework while supporting current and future integration initiatives. The team plays a critical role in helping TransUnion successfully integrate acquired companies by assessing current-state operations, building repeatable integration models, and driving consistency across people, process, data, and technology.

Acquisition Integration Advisor - Salesforce Ecosystem

As a senior member of the Support team, you'll represent Support in cross-departmental meetings, mentor junior team members, and lead key initiatives that improve team performance and the customer experience. This role is designed for individuals who lead complex, cross-functional escalations, design long-term solutions to recurring issues, and act as trusted advisors across the company.

Alloy

Senior Technical Support Engineer

The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory. Investment Management Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.

Bessemer Trust

Client Advisor

Optional Benefits: Various medical, dental, vision, and disability insurance options through United Healthcare, as well as Short-Term Disability, Critical Illness, Accident Insurance, Flexible/Dependent Care Spending, Health Savings Accounts, and Pet Insurance. Tax Compliance Guidance: Serve as the main point of contact for a portfolio of 500+ small business clients (LLCs, Sole Proprietors, etc.), providing proactive advice to ensure ongoing tax compliance.

1-800Accountant Business Services

Business Advisor

Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential. 
If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at <a href="mailto:hrcompliance@td.com">hrcompliance@td.com</a>. Please include your FULL NAME, CONTACT INFORMATION and DETAILS ABOUT YOUR REQUEST within the e-mail. TD Bank is an Equal Opportunity Employer. 
“EOE/Minorities/Females/Veterans/Individuals with Disabilities".

TD Bank

Private Client Investment Advisor II - Melville, NY

This employment opportunity at Flagstar Bank in Long Island, NY would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Flagstar Bank for financial solutions.

LPL Financial

Financial Advisor - Flagstar Bank

The stated base hourly range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate''s educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. More than sales professionals, they are trusted style advisors who cultivate lasting client relationships, inspire brand loyalty, and consistently exceed sales expectations through personalized service and elevated clienteling.

Centric Brands LLC

Client Advisor, Jennifer Fisher (SoHo)

FULL_TIME

The stated base hourly range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate's educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. More than sales professionals, they are trusted style advisors who cultivate lasting client relationships, inspire brand loyalty, and consistently exceed sales expectations through personalized service and elevated clienteling.

Centric Brands

[AW]-iCims

The ideal candidate has case management experience and/or can provide individualized career services, enjoys working with diverse groups of people, and is a self-starter looking to play a proactive role in helping job seekers with discovering their strengths, goal-planning, and taking actionable steps towards career development. Experience and/or passion for serving individuals from disadvantaged and underserved populations, including but not limited to public assistance recipients, justice-involved individuals, persons with physical and/or mental disabilities, and individuals experiencing homelessness.

America Works of New York

Career Advisor - NYC

The candidate will lead system design and modernization efforts across treasury and capital platforms, ensure integration with trading and risk systems, and provide oversight into complex change initiatives while ensuring data lineage, auditability, and robust process controls appropriate in a highly regulated investment banking environment. This role serves as a trusted technology advisor to Treasury leadership , bridging deep technical expertise with a strong understanding of treasury activities , including liquidity management, funding, collateral, RWA and balance sheet optimization, as well as management and regulatory reporting.

Mizuho

Treasury Technical Director

You will lead strategic planning and coordination, which may include development of comprehensive data strategies, data and AI governance frameworks, support testing and organizational change management plans, and the establishment of data science environments that allow technical teams to deliver novel products, tools, and services. From strategy to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability.

Jobs in Belen, NM

Personal Finance Advisor - Expert Mercor

College Advisor Research Foundation of The City University of New York

Consulting Advisor - Document Specialist Mercor

Pre Owned Tesla Advisor Tesla Inc

Client Success Advisor Diligent Corp

Client Success Advisor - Risk & Audit Diligent

BOTTEGA VENETA Client Advisor, NY Flagship Kering

Technical Maximo Senior Consultant - Real Estate Technology Deloitte Touche Tohmatsu Ltd

Global Platform Strategy Advisor - Salesforce Ecosystem TransUnion

Acquisition Integration Advisor - Salesforce Ecosystem TransUnion

Senior Technical Support Engineer Alloy

Client Advisor Bessemer Trust

Business Advisor 1-800Accountant Business Services

Private Client Investment Advisor II - Melville, NY TD Bank

Financial Advisor - Flagstar Bank LPL Financial

Client Advisor, Jennifer Fisher (SoHo) Centric Brands LLC

Client Advisor, Jennifer Fisher (SoHo) Centric Brands

Career Advisor - NYC America Works of New York

Treasury Technical Director Mizuho

AI Technical Project Lead - SFL Scientific Deloitte Touche Tohmatsu Ltd

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