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Equitable
Equitable
5001 – 10 000 Darbinieki
H1B vīzas sponsorsApdrošināšanaFinansesFintech
Equitable ir finanšu pakalpojumu un apdrošināšanas uzņēmums, kas privātpersonām, ģimenēm un darba devējiem piedāvā risinājumus finanšu plānošanai, pensijai, dzīvības apdrošināšanai, mūža rentēm un darbinieku labumiem. Ar vairāk nekā 160 gadu pieredzi uzņēmums apvieno konsultantu sniegtus ieteikumus ar tiešsaistes resursiem, lai palīdzētu klientiem plānot ilgtermiņa finanšu mērķus un pārvaldīt svarīgus savas finansiālās dzīves posmus. Tā darbība aptver apdrošināšanu, finanses un finanšu tehnoloģijas, un produkti ir paredzēti gan personīgām, gan darbavietas vajadzībām.
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Vakances uzņēmumā

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.

USAmerikas Savienotās ValstisNJŅūdžersija
33 400 $ / gads
KlātienēPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuFinanšu plānošana un analīze

Apraksts

  • 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.

Prasības

  • 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.

Priekšrocības

  • 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.

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Bank of America

Compliance and Operational Risk Specialist, CFO

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

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Senior Audit Manager, Financial Services

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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.

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Arch Capital Group Ltd.

Senior IT Finance Analyst

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5001 – 10 000 Darbinieki
ApdrošināšanaKonsultācijasLoģistika
USAmerikas Savienotās ValstisCTKonektikutaNJŅūdžersijaNYŅujorkaNCZiemeļkarolīna
74 000 $ – 130 000 $ / gads
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CognosMākonis

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.

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