associate account executive, client leadership

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advisor consultant ( life insurance) Jobs in New York

advisor consultant ( life insurance)

associate account executive, client leadership Jobs in New York

associate account manager Jobs in New York

associate account manager

advisor consultant life insurance

NFP Corp

<div><h3 class="jobSectionHeader">Advisor Consultant ( Life Insurance)</h3>
New York, NY, US 
<div></div>
Who We Are:
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that&rsquo;s truly unique. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We&rsquo;re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary: The Advisor Consultant, serves as a hybrid analytical and consultative role, supporting both the execution of Advanced Planning deliverables and the development of Advisors and Advisor Assistants. This role is responsible for managing case flow within the Advanced Planning queue, delivering high-quality case design and presentation materials, and acting as a key resource for onboarding and training junior or inexperienced Advisors. The Advisor Consultant partners closely with Advanced Planning leadership, Operations, and field teams to provide product guidance, develop training content, and enhance best practices.
Job Accountabilities:
<ul><li>Design insurance illustrations and client-ready one-pagers (MassMutual + preferred carriers) using templates and PDF tools; manage revisions, rush requests, and approvals, including complex case support with AVP+</li>
<li>Manage Advanced Planning CRM queue, prioritize requests, and drive workflow efficiency and timely completion</li>
<li>Provide consultative support to junior Advisors/Advisors Assistant, translating complex insurance concepts into actionable sales guidance</li>
<li>Lead and support onboarding, training sessions, job aids, and ongoing field communications for Advisors/Advisors Assistants</li>
<li>Support operational improvements, identify trends/gaps, and contribute to scalable tools, reporting, and process enhancements</li>
<li>Participate in ad hoc strategic initiatives aligned with Life/DI and broader firm priorities</li>
</ul>Job Competencies:
<ul><li>Strong knowledge of life insurance products, illustration platforms, and case design; working DI knowledge preferred</li>
<li>Proficiency in CRM tools (e.g., Mosaic), Excel, and presentation software</li>
<li>Strong understanding of sales processes and how Advanced Planning supports advisor success</li>
<li>High analytical ability, attention to detail, and strong problem-solving in fast-paced environments</li>
<li>Clear communicator able to simplify complex concepts for field audiences</li>
<li>Strong organization, time management, and ability to manage competing priorities independently</li>
<li>Service-oriented, collaborative, proactive, and continuously improvement-focused</li>
<li>Professionalism, integrity, and sound judgment in all interactions</li>
</ul>Requirements &amp; Career Path:
<ul><li>Bachelor&rsquo;s degree preferred or equivalent experience</li>
<li>7+ years in insurance, Advanced Planning, or sales support roles</li>
<li>Life &amp; Health insurance license required</li>
<li>~5 years to master role; typical next step: AVP, Advanced Planning</li>
</ul>What We Offer:
NFP is proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000-104,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You&hellip; Better Together!
NFP is an inclusive Equal Employment Opportunity employer.</div>

Advisor Consultant ( Life Insurance)

Amazon.com

<div><h2 class="jobSectionHeader">DESCRIPTION</h2><div>
Equal parts advisor and operating partner, Amazon&rsquo;s team of Business Coaches assist and guide our Delivery Service Partner (DSP) business owners as they build and grow successful last mile package delivery businesses.
 
 
The Senior Business Coach (BC) helps Amazon improve the flexibility and quality of its delivery network in the Americas&mdash;to help fuel a $4B investment in rural communities bringing even faster delivery to our millions of customers in less densely populated areas. This role&rsquo;s primary focus is supporting DSP operations across the broader Americas delivery network, with particular emphasis on rural market expansion and mature-state optimization. Specifically, BCs support DSPs in making business decisions that enable them to build healthy, sustainable businesses. As trusted advisors, Business Coaches work alongside DSPs, supporting business planning and strategy and helping owners address business and operational challenges. 
 
What You&rsquo;ll Do 
As Senior Business Consultant (BC), you will manage a portfolio of Delivery Service Partner (DSP) owners within the Amazon delivery network. With the evolution of delivery modes and rural expansion planned for 2026, and continued strategic expansion into 2027, this role is integral to our program's evolution. Sr. BCs provide strategic guidance to DSP owners throughout their business life-cycle of their relationship with Amazon&mdash;from pre-launch preparation through mature-state optimization. You will facilitate solution-oriented approaches to remove business obstacles and drive continuous improvement in financial performance, operational efficiency, and safety standards across the network. The position requires extensive collaboration with cross-functional stakeholders, including operations managers, program directors, compliance officers, legal counsel, and finance teams. The ideal candidate will demonstrate strong analytical capabilities, strategic problem-solving skills, and the ability to implement data-driven recommendations that create meaningful change both internally and externally. 
 
Key job responsibilities 
Operational Excellence &amp; Financial Advisory 
<ul><li>Lead DSP owners through critical business phases including launch, operational scaling, and seasonal demand optimization</li><li>Provide comprehensive consultation on financial management and operational optimization</li><li>Support development of scalable business processes to ensure consistent performance metrics</li><li>Navigate program evolution by helping owners implement and adapt to strategic changes within traditional DSP operations, including new service types and offerings such as rural delivery expansion and delivery capabilities</li><li>Conduct data-driven business reviews, delivering performance insights and competitive benchmarking analysis</li></ul> 
Business Development &amp; Program Management 
<ul><li>Evaluate and interview potential candidates for the DSP program, ensuring alignment with program standards and objectives</li><li>Guide strategic planning and execution of network capacity management</li></ul> 
Stakeholder Engagement &amp; Program Enhancement 
<ul><li>Foster strong DSP community engagement through coordination of local events and regional initiatives</li><li>Build and maintain productive relationships with regional stakeholders</li><li>Identify operational inefficiencies and champion process improvements across the network</li><li>Design and implement solutions to enhance overall program effectiveness and DSP owner experience</li></ul> 
The successful candidate will serve as a trusted advisor and primary account manager, combining strategic insight with practical business acumen to drive sustainable growth and operational excellence across the DSP network. 
 
A day in the life 
Strategic Leadership &amp; Decision Making 
<ul><li>Drive both strategic initiatives and tactical execution to achieve business objectives</li><li>Leverage industry expertise to establish priorities, optimize account management strategies, and develop sustainable long-term solutions</li><li>Navigate ambiguous business environments to formulate clear strategic direction and influence cross-functional priorities</li><li>Demonstrate sound judgment in solution design, balancing complexity with efficiency</li></ul> 
Stakeholder Management &amp; Communication 
<ul><li>Lead resolution of complex business challenges through detailed analysis and effective escalation management</li><li>Foster collaborative relationships across multiple business units and organizational levels</li><li>Develop and maintain strong partnerships with key stakeholders through exceptional relationship management</li><li>Deliver compelling verbal and written communications, including executive-level presentations and strategic recommendations</li></ul> 
Location &amp; Travel Requirements 
<ul><li>Position is headquartered at our NYC Hub</li><li>Work arrangement includes structured mix of office presence, field travel, and remote work days. One week per month is dedicated to in-office collaboration at respective/team&rsquo;s Hub. Significant field engagement is required: minimum 3 days per week of travel for 3 weeks monthly to support portfolio of Delivery Service Partners</li><li>Must be comfortable with regular travel and maintaining a flexible schedule</li></ul> 
The ideal candidate will demonstrate exceptional problem-solving capabilities, strong business acumen, and the ability to influence outcomes in a dynamic, fast-paced environment. 
 
About the team 
ABOUT AMAZON LOGISTICS 
At Amazon Logistics (AMZL), our goal is to provide customers with an incredible package delivery experience through the last mile of the order. To achieve this goal, we partner with a network of small independent delivery businesses (Delivery Service Providers) and the independent contractor community (Amazon Flex) to deliver customer orders. Utilizing continuous improvement initiatives and creative thinking, our Delivery Station teams ensure that millions of packages reach their final destination as efficiently as possible.</div><h2 class="jobSectionHeader">
BASIC QUALIFICATIONS</h2><ul><li>5+ years of account or relationship management, small business logistics, or retail/vendor/supplier management experience</li><li>Bachelor's degree or above</li></ul><h2 class="jobSectionHeader">
PREFERRED QUALIFICATIONS</h2><ul><li>8+ years of account or relationship management, small business logistics, or retail/vendor/supplier management experience</li><li>Master's degree or above in management, business administration, economics, engineering, marketing</li><li>International Coach Federation Credentialed (ACC/PCC/MCC)</li></ul> 
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. 
 
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner. 
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits. 
USA, NY, New York - 134,700.00 - 182,200.00 USD annually 
USA, TN, Nashville - 110,200.00 - 149,100.00 USD annually</div>

Senior Business Coach, Delivery Service Partner Program

Ethan Allen

Luxury Residential Design | Midtown Manhattan
 Ethan Allen Retail, Inc. | 56th & Lexington – New York, NY
 
Design Exceptional Homes in the Heart of Manhattan
 Ethan Allen is seeking experienced Design Professionals to join our new state of the art Design Studio at 56th Street and Lexington Avenue. This is a full time, on site opportunity for those who thrive in a fast paced, design forward, urban environment and are passionate about both creative excellence and client relationships.
 
As an Ethan Allen Design Consultant, you will operate your own interior design business within a proven, highly respected luxury brand—supported by vertically integrated manufacturing, extensive customization capabilities, and nationwide service and delivery.
 
This is a full time, on site role and includes weekend availability.
 
WHY YOU’LL LOVE WORKING IN OUR MANHATTAN STUDIO
 <ul>
<li>Design for a sophisticated, style driven, urban clientele</li>
<li>Operate an independent design practice with the backing of a global luxury brand</li>
<li>Unlimited earning potential with a guaranteed income foundation</li>
<li>High visibility showroom location with consistent qualified traffic</li>
<li>End to end project ownership—from concept through installation</li>
<li>Access to proprietary product lines and custom design solutions</li>
<li>Collaborative studio culture with ongoing training and professional growth</li>
</ul>
WHAT YOU’LL DO
 Client Design & Creative Execution
 <ul>
<li>Deliver customized residential interior design solutions tailored to city living</li>
<li>Create space plans, furnishings selections, fabric coordination, and whole home concepts</li>
<li>Present design solutions using professional presentations, sketches, layouts, and 3D visualization tools</li>
<li>Conduct in home consultations and site visits throughout the five boroughs and the tristate area</li>
</ul>
Client Experience & Relationship Building
 <ul>
<li>Serve as a trusted design advisor throughout the client journey</li>
<li>Build long term relationships through exceptional service, trust, and follow through</li>
<li>Educate clients on Ethan Allen’s complimentary design services and customization options</li>
<li>Represent the Ethan Allen brand with confidence, polish, and professionalism</li>
</ul>
Sales & Design Business Ownership
 <ul>
<li>Sell Ethan Allen furnishings, custom options, and design services</li>
<li>Manage projects from initial consultation through order placement and delivery</li>
<li>Proactively communicate order status and resolve issues as needed</li>
<li>Meet or exceed performance benchmarks in a consultative, relationship based selling environment</li>
</ul>
Brand Presence & Community Engagement
 <ul>
<li>Build a personal book of business through referrals, showroom traffic, and outreach</li>
<li>Leverage social media and local networking to grow visibility in the NYC design market</li>
<li>Participate in studio events, promotions, and corporate training initiatives</li>
<li>Develop connections with the A&D community and related industries</li>
</ul>
Design Technology & Tools
 <ul>
<li>Utilize CRM, POS, and corporate design systems to support workflow efficiency</li>
<li>Apply 3D Room Planner and visualization tools to enhance client presentations</li>
<li>Stay current with new technologies that elevate the design and client experience</li>
</ul>
THIS ROLE IS IDEAL FOR YOU IF YOU: 
<ul>
<li>Are an interior designer who enjoys creative ownership, selling, and client engagement</li>
<li>Thrive in an urban, relationship driven sales environment</li>
<li>Want autonomy supported by structure, brand recognition, and operational excellence</li>
<li>Are entrepreneurial, motivated, and performance oriented</li>
<li>Value collaboration while building an individual design business</li>
</ul>
QUALIFICATIONS
 <ul>
<li>Bachelor’s degree in Interior Design or a related field OR 5+ years of professional experience in residential design or a closely related industry</li>
<li>Strong understanding of interior design principles and consultative selling</li>
<li>Experience with digital design and floor planning tools (3D experience preferred)</li>
<li>Comfort using social media and networking to support business development</li>
<li>Excellent communication, presentation, and organizational skills</li>
<li>Ability to work a retail schedule that includes weekends</li>
<li>Valid driver’s license or approved alternative transportation for NYC travel</li>
</ul>
COMPENSATION HIGHLIGHTS
 <ul>
<li>Guaranteed recoverable draw: $59,000 annually (paid bi weekly)</li>
<li>Commission based earnings with unlimited upside</li>
<li>Transparent performance benchmarks and earning structure</li>
<li>In 2025, experienced Design Consultants in this market averaged $118,832 in total earnings, with top performers exceeding $200,000 in earnings.</li>
</ul>
BENEFITS
 Ethan Allen offers a comprehensive benefits package designed to support your health, financial well being, and work life balance, including:
 <ul>
<li>401(k) with employer contributions</li>
<li>Multiple medical plans with prescription coverage</li>
<li>Health Savings Account with employer contributions</li>
<li>Dental and vision coverage</li>
<li>Life and disability insurance</li>
<li>Paid Time Off</li>
<li>Employee Purchase Program</li>
<li>Commuter benefits</li>
<li>Employee Assistance Program</li>
<li>Voluntary insurance offerings</li>
</ul>
APPLY
 
Apply online or email your resume and portfolio to: 
Tina Outeiro – Hiring Manager
 Tina.Outeiro@ethanallen.com
 
Meet our Manhattan Design Studio team: 
www.ethanallen.com/manhattan

Interior Design Consultant | Luxury Retail Sales (Manhattan)

ITnova

<div>
 ITnova is seeking an Senior Financial Data Analyst to support the to support the Budget team. The Senior Financial Data Analysts will provide technical services that prepare and manage the Department&rsquo;s budget, overtime, and financial performance, ensure compliance with consultant payments, and maintain records.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Support the Budget team by reviewing and analyzing the department&rsquo;s monthly financial performance.
 </li>
 <li>
 Assist with preparation of the annual budget for Capital, Operating, and Overhead-funded programs.
 </li>
 <li>
 Prepare and coordinate monthly consultant accruals by verifying Purchase Orders and supporting documentation.
 </li>
 <li>
 Review month-end postings for accuracy and identify financial variances.
 </li>
 <li>
 Prepare and submit charge code reclassifications as needed.
 </li>
 <li>
 Research and prepare ad hoc project data reports.
 </li>
 <li>
 Validate adherence to charge code guidelines for construction and consultant expenditures.
 </li>
 <li>
 Track deferred projects and maintain related amortization schedules.
 
 
 </li>
 </ul>
 
 Requirements:
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in accounting, finance, or a related field
 </li>
 <li>
 5+ years of experience in complex financial analysis and reporting, budget forecasting and data analysis within a large organization
 </li>
 <li>
 Proficiency in PC applications (Microsoft Office Suite, including but not limited to SharePoint, Lists, etc.)
 </li>
 <li>
 Intermediate to advanced experience in Microsoft Excel (pivot tables, VLOOKUP, macros/VBA, etc.)
 </li>
 <li>
 Demonstrated experience using SAP financial modules, Peoplesoft, Oracle Essbase and Hyperion with SmartView software applications
 </li>
 <li>
 Ability to reconcile financial data
 </li>
 <li>
 Ability to work with large datasets
 </li>
 <li>
 Knowledge of GASB accounting principles
 </li>
 <li>
 Excellent communication and problem-solving skills
 </li>
 <li>
 Demonstrated experience working independently
 </li>
 <li>
 High attention to detail with the ability to identify errors and inconsistencies
 </li>
 <li>
 Must be a team player
 
 
 </li>
 </ul>
 
 Benefits:
 
 
 
 
 
 <ul>
 <li>
 Medical, Dental &amp; Vision benefits
 </li>
 <li>
 Company paid life Insurance
 </li>
 <li>
 401k
 </li>
 <li>
 Paid-time-off
 </li>
 <li>
 Paid holidays
 </li>
 <li>
 Training reimbursement
 
 
 </li>
 </ul>
 This is a remote position.
 
 
 
 ITnova
 
 
 is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, age, national origin, disability, status as a protected veteran, or any other protected characteristic
 
 .
</div>

Senior Financial Data Analyst

UnitedHealth Group

<div>Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. 
The Solution Sales Executive (SSE) is responsible for driving growth of Optum Financials' Health Benefit Accounts (HSA, HRA, FSA) portfolio across the employer market. This role owns complex, consultative sales cycles and partners deeply with brokers, consultants, and employer decisionmakers to deliver differentiated, scalable solutions. 
Success in this role requires deep consumer directed healthcare expertise, comfort navigating multi stakeholder enterprise deals, and the ability to influence outcomes across a highly matrixed organization. The SSE operates as a trusted advisor-positioning health benefit accounts as part of a broader financial and benefits strategy rather than a standalone product. 
This position supports mid market and enterprise employers within the New York region. 
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. 
Primary Responsibilities:<ul><li>
Own and execute end to end sales cycles for Health Benefit Account solutions, from prospecting and discovery through pricing, contracting, and close</li><li>
Drive growth across simple to complex employer segments, often involving organizations with 1000+ benefits eligible employees</li><li>
Build, deepen, and maintain strategic relationships with brokers, consultants, and distribution partners across the assigned territory</li><li>
Serve as a trusted advisor to employer HR, Finance, and executive stakeholders-aligning Optum Financial solutions to business, financial, and workforce objectives</li><li>
Articulate differentiated value propositions for HSA, HRA, FSA, and adjacent benefit solutions, including financial, tax, and regulatory considerations</li><li>
Lead deal strategy and coordination across internal partners including Product, Pricing, Legal, Implementation, and Operations</li><li>
Deliver compelling, data driven presentations to stakeholders at all levels, including VP and C suite decision makers</li><li>
Maintain disciplined pipeline management using CRM tools (e.g., Salesforce) to forecast revenue, track performance, and drive execution</li><li>
Represent Optum Financial with professionalism and credibility in virtual, onsite, and industry settings</li></ul> 
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:<ul><li>
7+ years of consultative sales experience within consumer directed healthcare, employee benefits, or financial services</li><li>
Experience managing complex sales cycles involving multiple internal and external stakeholders</li><li>
Proficiency in using CRM tools (e.g., Salesforce) for pipeline and performance management</li><li>
Demonstrated success selling HSA/HRA/FSA solutions in broker- and consultant led distribution models</li><li>
Proven ability to exceed quota and drive measurable outcomes (ARR, TCV, assets, or revenue growth)</li></ul> 
Preferred Qualifications:<ul><li>
Experience selling to medium to large employers (300-5,000+ EEs)</li><li>
Experience contributing to go to market strategy, segmentation, or product commercialization</li><li>
Proven background in financial services, banking, or investment adjacent benefits</li><li>
Proven track record of influencing VP and C suite buyers</li></ul><ul><li> 
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy</li></ul> 
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $60,000 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable. 
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. 
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.</div>

Solution Sales Executive - Health Benefit Accounts - NY Region - Remote

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul> 
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

PACO Group Inc

<div><div><div><div><div>Employment Type:
</div><div>Full time</div>
</div><div><div>Knowledge, Skills, &amp; Abilities:
</div><div>Proficiency in PC applications (Microsoft Office Suite, including but not limited to SharePoint, Lists, etc.); Intermediate to advanced experience in Microsoft Excel (pivot tables, VLOOKUP, macros/VBA, etc.); Demonstrated experience using SAP financial modules, Peoplesoft, Oracle Essbase and Hyperion with SmartView software applications.</div>
</div><div><div>Education Requirements:
</div><div>Bachelor&rsquo;s degree in accounting, finance, or a related field</div>
</div><div><div>Hourly Rate:
</div></div></div></div><div></div><div>Senior Financial Data Analyst 
Position Summary 
PACO Group is seeking two Senior Financial Data Analysts (SFDS) to support the PANYNJ-Engineering Financial Services Budget team. The SFDS will review and analyze monthly the department&rsquo;s financial performance; help prepare the annual budget for the Capital, Operating and overhead funded programs; prepare and coordinate monthly the department&rsquo;s consultant accruals by verifying supporting documentation related to the Purchase Order; analyze month end postings for accuracy and financial variances; prepare and submit charge code reclassifications; research and prepare ad hoc project data reports; validate adherence to charge code guidelines for all construction and consultant expenditures; prepare and track the department&rsquo;s deferred projects and corresponding amortization schedules.<div>
Minimum Requirements 
To be considered for this position, the candidates must demonstrate the minimum required education, technical qualifications, and experience outlined below: 
<ul><li>Bachelor&rsquo;s degree in accounting, finance, or a related field</li><li>5+ years of experience in complex financial analysis and reporting, budget forecasting and data analysis</li><li>within a large organization</li><li>Proficiency in PC applications (Microsoft Office Suite, including but not limited to SharePoint, Lists,</li><li>etc.)</li><li>Intermediate to advanced experience in Microsoft Excel (pivot tables, VLOOKUP, macros/VBA, etc.)</li><li>Demonstrated experience using SAP financial modules, Peoplesoft, Oracle Essbase and Hyperion with</li><li>SmartView software applications</li><li>Ability to reconcile financial data</li><li>Ability to work with large datasets</li><li>Knowledge of GASB accounting principles</li><li>Excellent communication and problem-solving skills</li><li>Demonstrated experience working independently</li><li>High attention to detail with the ability to identify errors and inconsistencies</li><li>Must be a team player</li></ul></div>
Compensation 
The good-faith hourly pay range for this position is $80-$95 per hour, depending on experience, qualifications, and client requirements.
Work Location: Full-Time; Remote<div>
Benefits Summary 
<ul><li>401(k) and 401(k) Employer Matching</li><li>Health Insurance</li><li>Dental Insurance</li><li>Group Life Insurance, LTD and AD&amp;D</li><li>Paid Time Off</li><li>Paid Holidays</li><li>Professional Development Assistance</li></ul></div>
EEO Diversity Statement 
PACO Group, Inc. is committed to furthering opportunities for everyone in the national construction market. The firm periodically reaffirms this commitment through an active affirmative action plan. It provides Equal Employment Opportunities (EEO) to all employees without unlawful discrimination regarding race, creed, color, national origin, sex, age, disability, marital status, religion, military status, pregnancy, sexual orientation, or citizenship status. As an equal opportunity employer, we have recruited, hired, promoted, and retained an ethnically and socially diverse professional staff. Our efforts to date have produced a multidisciplinary workforce&mdash;a record of diversity that extends to the highest levels of the firm's management.</div></div>

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