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Equitable
Equitable
5001 – 10.000 Zaposleni
Sponzor vizuma H1BFinanceFintechZavarovanje
Equitable je podjetje za finančne storitve in zavarovanje, ki posameznikom, družinam in delodajalcem ponuja rešitve za finančno načrtovanje, pokojninsko varčevanje, življenjsko zavarovanje, rente in ugodnosti za zaposlene. Z več kot 160 leti izkušenj podjetje združuje svetovanje finančnih svetovalcev s spletnimi viri, da strankam pomaga načrtovati dolgoročne finančne cilje in upravljati pomembne faze njihovega finančnega življenja. Njegovo delo zajema zavarovalništvo, finance in fintech, izdelki pa so zasnovani za osebne potrebe in potrebe na delovnem mestu.
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Delovna mesta v podjetju

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.

USZdružene države AmerikeNJNew Jersey
33.400 $ / leto
Na lokacijiPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaFinančno načrtovanje in analiza

Opis

  • 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.

Zahteve

  • 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.

Ugodnosti

  • 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.

Sorodna delovna mesta

Baker Tilly US

Senior Audit Manager, Financial Services

Baker Tilly US
5001 – 10.000 Zaposleni
Sponzor vizuma H1BGradbeništvoLogistikaZdravstveno varstvo
USZdružene države AmerikeNJNew JerseyNYNew York
121.800 $ – 225.200 $ / leto
Na lokacijiPolni delovni časSeniorZahtevani Jezik: angleščinaFinančno načrtovanje in analiza

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

Arch Capital Group Ltd.
5001 – 10.000 Zaposleni
LogistikaSvetovanjeZavarovanje
USZdružene države AmerikeCTConnecticutNJNew JerseyNYNew YorkNCSeverna Karolina
74.000 $ – 130.000 $ / leto
Na lokacijiPolni delovni časSeniorZahtevani Jezik: angleščinaFinančno načrtovanje in analiza
CognosOblak

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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