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Full Time
7/7/2025
Plainview, NY 11803
(29.1 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
7/6/2025
Greenwich, CT 06830
(15.0 miles)
Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needsThe Value You DeliverNo longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsOur Investments in YouWe believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true See for yourself and learn more about our benefits offerings:We offer a competitive total rewards package, including a stable base salary, to recognize associate achievementsClick to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Full Time
6/23/2025
New York, NY 10261
(18.2 miles)
BUSINESS LINE CONTROLLER I At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We’re seeking a future team member for the role of Business Line Controller I to join our Business Finance team. This role is located in New York, NY – HYBRID/Secondary Location Pittsburgh. PA - HYBRID. In this role, you’ll make an impact in the following ways: • Supporting the Line of Business Product teams with management reporting and business analysis. • Provide decision support designed to improve growth, profitability, and high returns for the LOB. • Progressive financial planning, forecasting, measurement, review, and analysis. • Compilation of cost drivers, key business measures, and monitoring the financial impact of business initiatives. To be successful in this role, we’re seeking the following: • B.A./B.S. in Business or equivalent experience; M.B.A. or C.P.A. preferred. • Five (5) or more years progressive accounting and financial analysis. • Broad-based knowledge of advanced financial management concepts, e.g., discounted cash flow analyses, net interest margin and funding, and managerial accounting and reporting concepts and processes. • Advanced Excel skills, proficient Power BI, Oracle and TM1/Hyperion knowledge • An individual who demonstrates initiative, takes ownership and can analyze situations and evaluate information • Excellent communication (verbal, written), presentation, and consultative skills. At BNY, our culture speaks for itself. Here’s a few of our awards: • America’s Most Innovative Companies, Fortune, 2024 • World’s Most Admired Companies, Fortune 2024 • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024 • “Most Just Companies”, Just Capital and CNBC, 2024 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 • Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Full Time
6/22/2025
Stamford, CT 06925
(34.3 miles)
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care withguidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need careand we bring those experiences with us to work in serving our millions of policyholders each day.We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.Our four values guide our strategy, our decisions, and our interactions:Make it human. We care about the people that make up our customers, colleagues, and communities.Make it about others. We do what's best for our customers and collaborate to drive progress.Make it happen. We work with intention toward a common purpose and forge ways forward together.Make it better.We create fulfilling purpose-driven careers by learning from the world and each other.POSITION TITLEBusiness Systems Manager, InvestmentsPOSITION LOCATIONStamford, CTYOUR ROLE As the Senior Business Manager, Investments, you will be the liaison between the business and the technology teams to support new and ongoing business initiatives. You will work directly with our front-office customers to identify gaps and opportunities within our reports and processes, influence the direction of projects, and drive new initiatives forward.You will also work directly with our Investments IT team to help solution, test, and coordinate new implementations based on the business requirements you develop.You will be tasked with establishing standardized business analysis documentation formats, processes, and procedures as well as educating and coaching junior analysts on these topics.What you will be doingCollaborate with Investments front office and IT teams to identify and maximize opportunities to use information and technology to improve investments data, systems and business processesEstablish and maintain detailed working knowledge of investments reporting, trading, accounting systems and business processes; recognize key interdependencies among system components.Explore the problem space, interact with clients, formulate the vision and maintain the roadmap for your area, keeping it aligned with the company’s strategic prioritiesDefine and document scope, requirements, process flows, and data mapping and provide the advocacy necessary to drive projects forwardWork closely with development teams to assist with the design and implementation of new capabilitiesCollaborate with and guide peers in project management and other disciplines to ensure alignment and common successManage enhancements and data issues by coordinating intake ticketsIdentify and investigate process and data issues by employing a structured approach to problem solvingParticipate in or lead ad hoc projects as assignedWhat you bringBachelor’s degree in a business, analytical or technical discipline5+ years of experience in a similar roleStrong understanding of the requirements gathering process for both systems and business requirementsUnderstanding of QA processes and experience with testing large sets of dataDemonstrated oral and written communication skills with the ability to communicate complex concepts and tailor communications to differing audiences including Senior Management and Technical DevelopersAbility to conduct analysis and generate conclusions within a dynamic and active environment with little advanced noticeAbility to balance multiple tasks, projects, and processesNice to have 2+ years of experience in financial services or investmentsStrong knowledge of front office investments teams and asset managementExpertise in using business intelligence and automation tools like Power BI, Power Automate, etc.Intermediate to advanced understanding of SQL database structures including tables and views; ability to understand complex SQL queriesExperience with Markit EDM/Cadis, ePAM, and Aladdin platformsEmployee Benefits & Well-BeingGenworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives.Competitive Compensation & Total Rewards IncentivesComprehensive Healthcare CoverageMultiple 401(k) Savings Plan OptionsAuto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family LeaveDisability, Life, and Long Term Care InsuranceTuition Reimbursement, Student Loan Repayment and Training & Certification SupportWellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)Caregiver and Mental Health Support ServicesADDITIONAL At this time, Genworth will not sponsor a new applicant for employment authorization for this positionFor the State of New York: The base salary pay range for this role starts at a minimum rate of $120,800 up to the maximum of $211,400. In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 10% of your base compensation. The final determination on base pay for this position will be based on multiple factors at the time of this job posting including but not limited to geographic location, experience, and qualifications to ensure pay equity within the organization.
Full Time
6/15/2025
Wayne, NJ 07470
(18.5 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
7/1/2025
New York, NY 10261
(18.2 miles)
BNY Investments Global Head of RFP & Due Diligence At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets.Every day around the globe, our 50,000+ employees bring the power of their perspective to the table tocreate solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. About BNY Investments: BNY Investments is a division of BNY, one of the world’s largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2 trillion* in assets under management as of 31 March 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We’re seeking a future team member for the role of Global Head of RFP & Due Diligence to join our Data & Analytics, RFP and Reporting team, within the BNY Investments Operations team. This role is located in London – HYBRID (4 days a week in the office). In this role, you’ll make an impact in the following ways: Provide strategic leadership to a global team of RFP writers and due diligence specialists across UK, US, APAC and Pune offices. Manage and develop team members, ensuring career growth and succession planning.Enhancing our RFP win rate and realising operational efficiency by developing and implementing a comprehensive technology strategy, including the integration of Generative AI tools. Monitoring win rates and implementing data-driven strategies to improve success metrics.Overseeing all aspects of RFP, DDQ, and annual attestation processes, ensuring consistency, accuracy, and competitiveness. Ensure that all documentation is compliant and has been passed through the appropriate channels to ensure it has been signed off by all relevant parties.Ensure clear communication throughout the process.Partnering with Investment, Distribution, Legal, and Compliance teams to ensure responses align with firm messaging and regulatory requirementsMonitoring the service standards provided by the global RFP team to the wider business and address any concerns. Furnish management reporting requirements as well as any reporting related to internal audit or compliance testing. Work with audit and compliance to address any remedial actions. To be successful in this role, we’re seeking the following: 12+ years of experience in asset management RFP/DDQ management, with at least 5 years in a leadership role. RFP writing experience, with compliance and regulatory frameworks in both UK and US market, is essentialBachelor’s degree or the equivalent combination of education and experience in asset management or related field is a must. CFA or other relevant qualifications preferred.Deep understanding of institutional asset management products and operations and a proven track record of successful RFP wins for institutional mandates.Experience implementing and managing RFP/DDQ technology solutions. Strong proficiency with Loopio and/or RocketDocs platforms. Strong understanding of Generative AI applications and their potential in RFP processes.Experience managing global teams across multiple time zones and excellent stakeholder management skills at senior levels.Demonstrated success in process transformation and change management. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024World’s Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024“Most Just Companies”, Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #LI-Hybrid BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $135,900 and $220,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.
Full Time
7/6/2025
STAMFORD, CT 06901
(19.8 miles)
Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needsThe Value You DeliverNo longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsOur Investments in YouWe believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true See for yourself and learn more about our benefits offerings:We offer a competitive total rewards package, including a stable base salary, to recognize associate achievementsClick to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Full Time
6/9/2025
New York, NY 10261
(18.2 miles)
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets.Every day around the globe, our 50,000+ employees bring the power of their perspective to the table tocreate solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under management as of March 31, 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We’re seeking a future team member for the role of Senior Vice President – Strategic Accounts. This role is located in New York, New York In this role, you’ll make an impact in the following ways: Lead Strategic Client Engagements: Independently manage a portfolio of large, complex intermediary clients and prospects, driving revenue growth through deepening existing relationships and originating new business opportunities.Deliver Solutions-Oriented Value: Act as a trusted advisor to senior client stakeholders, aligning the firm’s investment capabilities with client strategic objectives through tailored, cross-product solutions.Drive Commercial Outcomes: Structure and negotiate deals that balance client needs with the firm’s commercial goals and risk appetite, while identifying emerging market opportunities for expansion. Partners with field sales teams and leadership to drive business in key markets.Orchestrate Cross-Functional Collaboration: Partner with internal teams (e.g., product, legal, compliance, operations) to ensure seamless execution, risk management, and client satisfaction across the sales lifecycle.Champion Sales Discipline & Insight: Maintain rigorous account planning and CRM hygiene, while fostering a feedback loop that informs product innovation and enhances client experience. To be successful in this role, we’re seeking the following: Demonstrated success managing strategic relationships with U.S. intermediary clients (e.g., wirehouses, RIAs, private banks), with deep knowledge of the U.S. wealth and asset management landscape, investment strategies, and capital markets.Bachelor’s degree required; MBA, CFA, or other advanced credentials preferred. 10+ years of experience in investment services, ideally in client-facing roles such as Sales, Relationship Management, or Product Strategy. At BNY, our culture speaks for itself. Here’s a few of our awards: America’s Most Innovative Companies, Fortune, 2024World’s Most Admired Companies, Fortune 2024Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024“Most Just Companies”, Just Capital and CNBC, 2024Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024Bloomberg’s Gender Equality Index (GEI), 2023 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $225,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
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Full Time
6/13/2025
Cos Cob, CT 06807
(16.8 miles)
Speech Pathologist Career Opportunity Welcome to Encompass Health: Where Compassion Meets Speech TherapyAre you searching for a career that aligns with your passion and brings fulfillment close to home At Encompass Health, we greet you like an old friend, fostering a sense of belonging right from the beginning. Imagine the chance to make a profound difference in your community by providing essential therapy and unwavering support to patients. Join our team as a Speech Pathologist and become a pivotal figure in assisting patients in overcoming speech and communication challenges. You'll find a supportive environment where small victories create monumental impacts and where you'll have access to cutting-edge technology while working for the nation's largest rehabilitation company. If this resonates with you, you're in the perfect place to make a meaningful impact. A Glimpse into Our WorldWhether you're beginning your career or a seasoned Speech Pathologist looking for a nurturing environment to call home, we're confident you'll feel the difference the moment you join our team. Being a part of Encompass Health means being a part of a growing national inpatient rehabilitation leader. We take pride in our career growth opportunities and the collaborative spirit of our team members, united for the greater good of our patients. Our recognitions, including being named one of the "World's Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, make us immensely proud. Benefits That Begin With YouOur benefits are designed to support your well-being and start on day one:Affordable medical, dental, and vision plans for both full-time and part-time employees and their families.Generous paid time off that accrues over time.Tuition reimbursement and continuous education opportunities for your professional growth.Company-matching 401(k) and employee stock purchase plans, securing your financial future.Flexible spending and health savings accounts tailored to your unique needs.A vibrant community of individuals who are passionate about what they do. Embrace Your Role as a Speech PathologistYour impactful journey involves:Evaluating, assessing, developing, and administering personalized treatment plans for patients with speech and language rehabilitation needs.Identifying issues and modifying speech therapy treatment if necessary.Tracking and documenting patient performance, progress, and response to treatment.Celebrating patient victories along the way. QualificationsCurrent licensure or certification required by state regulations.Successful completion of SLP Certification of Clinical Competence (CCC).CPR certification required or must be obtained within 30 days of hire.Master's degree preferred, or Bachelor's degree with field experience. The Encompass Health WayWe proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing!At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification.We're looking forward to meeting you, and we truly mean that. Join our family, and let's make a positive impact together!
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