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Equitable
Equitable
5 001 – 10 000 Darbuotojai
H1B vizos rėmėjasDraudimasFinansaiFintech
„Equitable“ yra finansinių paslaugų ir draudimo bendrovė, teikianti asmenims, šeimoms ir darbdaviams sprendimus finansinio planavimo, pasirengimo pensijai, gyvybės draudimo, anuitetų ir darbuotojų išmokų srityse. Daugiau nei 160 metų patirtį turinti bendrovė derina konsultantų teikiamas rekomendacijas su internetiniais ištekliais, kad padėtų klientams planuoti ilgalaikius finansinius tikslus ir valdyti svarbius finansinio gyvenimo etapus. Jos veikla apima draudimą, finansus ir finansines technologijas, o produktai skirti tiek asmeniniams, tiek darbo vietos poreikiams.
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Financial Professional — Equitable, Secaucus, NJ

Build client relationships and develop personalized financial strategies as a Financial Professional with Equitable Advisors. Complete licensing, training, and wealth management development while serving clients across the United States.

USJungtinės ValstijosNJNaujasis Džersis
33 400 $ / metai
Darbas vietojeVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųFinansinis planavimas ir analizė

Aprašymas

  • Develop client relationships through networking and portfolio management.
  • Keep clients informed and track progress consistently.
  • Assess clients’ financial goals and tolerance for risk.
  • Create tailored financial strategies and offer clear recommendations and guidance.
  • Explain financial products and services suited to each client’s circumstances.
  • Complete a 120-day hands-on preliminary employment period.
  • Take part in training, mentorship, coaching, and professional development.

Reikalavimai

  • Bachelor’s degree, or equivalent skills and work experience.
  • State Life and Health, SIE, Series 7, and Series 66 licenses.
  • A values-led approach and a record of achievement.
  • Strong interpersonal and communication skills, with confidence.
  • An entrepreneurial mindset and interest in making a positive difference in others’ lives.
  • Ability to learn from and work alongside high-performing colleagues.
  • Authorization to work in the United States.

Privalumai

  • Sign-on payment of $250–$1,000 after signing the PEP agreement, contingent on completing required FINRA licenses and registrations.
  • Biweekly stable pay for up to the first 24 months as a financial professional.
  • Eligibility for commissions and bonuses.
  • Health, dental, and vision coverage.
  • 401(k) plan.
  • Employee Stock Purchase Plan (ESPP).
  • Disability insurance.
  • Life insurance.
  • Transportation Reimbursement Incentive Program (TRIP).
  • Wellness programs.
  • Employee resource groups.
  • Access to the Leadership Development School.
  • Support for professional credentials, including CFP®, ChFC, and the Credentialed Holistic Financial Coach program.
  • Comprehensive, hands-on training over 120 days.
  • FINRA sponsorship.
  • Access to Virtual University.
  • Mentorship and opportunities for joint work.
  • Individual coaching from a local Vice President.
  • Flexible schedule.

Susiję darbai

Bank of America

Compliance and Operational Risk Specialist, CFO

Bank of America
H1B vizos rėmėjasBankininkystėFinansaiFintech
USJungtinės ValstijosFLFloridaNJNaujasis DžersisNYNiujorkasNCŠiaurės Karolina
70 800 $ – 133 100 $ / metai
Darbas vietojeVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųFinansinis planavimas ir analizė

Oversee compliance and operational risks for CFO market risk capital activities at Bank of America. Provide second-line oversight across US and EMEA entities.

Atidaryti
Baker Tilly US

Senior Audit Manager, Financial Services

Baker Tilly US
5 001 – 10 000 Darbuotojai
H1B vizos rėmėjasLogistikaStatybaSveikatos priežiūra
USJungtinės ValstijosNJNaujasis DžersisNYNiujorkas
121 800 $ – 225 200 $ / metai
Darbas vietojeVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųFinansinis planavimas ir analizė

Lead financial services audit engagements at Baker Tilly, a U.S. advisory, tax, and assurance firm. Guide audit strategy, regulatory compliance, client relationships, and team development.

Atidaryti
Arch Capital Group Ltd.

Senior IT Finance Analyst

Arch Capital Group Ltd.
5 001 – 10 000 Darbuotojai
DraudimasKonsultavimasLogistika
USJungtinės ValstijosCTKonektikutasNJNaujasis DžersisNYNiujorkasNCŠiaurės Karolina
74 000 $ – 130 000 $ / metai
Darbas vietojeVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųFinansinis planavimas ir analizė
CognosDebesija

At Arch Capital Group, the Senior IT Finance Analyst tracks and forecasts technology spending. The role supports budgeting, cost allocations, accruals, variance analysis, and reporting to the IT Steering Committee.

Atidaryti