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Equitable
Equitable
5 001 – 10 000 Xodimlar
H1B vizasi homiysiFintexMoliyaSug‘urta
Equitable jismoniy shaxslar, oilalar va ish beruvchilarga moliyaviy rejalashtirish, pensiyaga chiqish, hayot sug‘urtasi, annuitetlar va xodimlar imtiyozlari bo‘yicha yechimlar taqdim etadigan moliyaviy xizmatlar va sug‘urta kompaniyasidir. 160 yildan ortiq tajribaga ega kompaniya maslahatchi ko‘magini onlayn resurslar bilan uyg‘unlashtirib, mijozlarga uzoq muddatli moliyaviy maqsadlarini rejalashtirish va moliyaviy hayotidagi muhim bosqichlarni boshqarishda yordam beradi. Uning faoliyati sug‘urta, moliya va fintech sohalarini qamrab oladi, mahsulotlari esa shaxsiy hamda ish joyidagi ehtiyojlar uchun mo‘ljallangan.
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Kompaniyadagi ish o‘rinlari

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.

USAmerika Qo‘shma ShtatlariNJNyu-Jersi
33 400 $ / yil
OfisdaTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil

Tavsif

  • 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.

Talablar

  • 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.

Imtiyozlar

  • 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.

O‘xshash ish o‘rinlari

Baker Tilly US

Senior Audit Manager, Financial Services

Baker Tilly US
5 001 – 10 000 Xodimlar
H1B vizasi homiysiLogistikaQurilishSog‘liqni saqlash
USAmerika Qo‘shma ShtatlariNJNyu-JersiNYNyu-York
121 800 $ – 225 200 $ / yil
OfisdaTo‘liq stavkaSeniorTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil

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.

Ochish
Arch Capital Group Ltd.

Senior IT Finance Analyst

Arch Capital Group Ltd.
5 001 – 10 000 Xodimlar
KonsaltingLogistikaSug‘urta
USAmerika Qo‘shma ShtatlariCTKonnektikutNJNyu-JersiNYNyu-YorkNCShimoliy Karolina
74 000 $ – 130 000 $ / yil
OfisdaTo‘liq stavkaSeniorTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil
BulutCognos

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.

Ochish