Finance Advisor Jobs in Summit, NJ

Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing nearly 950,000 individuals to the $2.2 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion. Our 200+ employees are based out of our offices at Brookfield Place in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning. Why Masterworks? Do you thrive on disruption? Do you want to live at the cutting edge of finance, technology, and art? Are you passionate about democratizing alternative investments? Do you enjoy meaningful work that has a noticeable impact on business performance? If you answered “Yes” to any of the above, we'd love to hear from you! Position Overview: Each day, the Membership Team engages with and onboards several hundred prospective investors. As an Investment Advisor for Masterworks Advisers (a subsidiary of Masterworks), you will be the first point of contact for prospective investors, being directly responsible for educating and advising them on how art can improve the performance of their investment portfolio. On a daily basis, you will have between 10-20 pre-scheduled phone calls where you will provide advice on investing in artwork and address questions relating to the art market and specific Masterworks offerings. Our advisory team utilizes their extensive knowledge of financial markets, portfolio construction, and macroeconomics to advise our members on their next investment into blue-chip artwork. We provide extensive training on the art market, art as in investment, and Masterworks offerings. The ideal candidate will have a genuine desire to change the way people invest and collaborate with a leading startup driving this change. Responsibilities Overview: Advise potential investors on making their initial investment in Blue-Chip Art as an alternative investment (working exclusively with potential investors who have previously indicated an interest in investing - no cold calling) Utilize CRM tools and dashboards to improve overall effectiveness and efficiency Provide an excellent advising and onboarding experience with a wide range of investors Ideate, design, and test new strategies to help uncover new growth vectors and increase KPIs Work cross functionally with other departments (product, marketing, FinOps) to accomplish specific business objectives Team Overview: The team consists ~15 advisers and is growing Investment advisors come from a diverse set of professional backgrounds with wide ranging levels of experience Requirements and Preferred Skill Sets: 3-7 years experience working in financial markets, financial advising, or similar. Ability to confidently and professionally communicate with high profile investors (verbal and written) Strong interest in alternative assets, financial markets, and macroeconomics Excellent organizational, problem solving, and time management skills Experience using CRM tools is a plus Results-driven, competitive mentality Proven ability to strive in a fast paced, multi-task environment Passion for the “business of art” is a plus, but no prior knowledge required Series 65 license from FINRA Measurements of Success: Hit the ground running from day 1, showing eagerness to learn the ins-and-outs of art as an asset class. Focused and driven by metrics and KPIs, hitting company and role targets. Learn the dynamics of the art market and become acquainted with Masterworks criteria and artist list Become proficient in our tech stack, tools and business systems, including: Hubspot, Slack, etc. etc. Outcompete your peers and begin challenging the incumbents Benefits at Masterworks: Daily catered lunches Free admission to art museums and galleries Health, dental, and vision coverage with FSA options Paid Parental Leave PTO and 401k Discounted Equinox membership Happy hours, company outings, social clubs, and more!

Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company, we deliver comprehensive financial services including insurance, investment strategies, and personalized financial planning. Our unique structure enables us to provide the advantage of a large firm while maintaining the personal touch and dedication of a local presence. We are looking for highly driven candidates who are ready to take on a challenge. Experienced advisors, college graduates, and career changers are all welcome and encouraged to apply. Role Description As a Financial Advisor at Certified Financial Services, you will play a vital role in helping clients achieve their financial goals. This full-time role includes: · Creating tailored financial and retirement plans. · Offering investment advice and financial guidelines. · Building and maintaining long-term client relationships. This is an opportunity to build a career that aligns with your entrepreneurial spirit and values, supported by a high-performing team and the resources of a Fortune 250 company. Build your own practice with the support you need to be successful with the help of CFS's training and mentorship program. Qualifications We are seeking candidates with: · Strong interpersonal and communication skills. · Analytical and problem-solving abilities. · Time management skills. · A Life and Health license or the ability to obtain one. · Ability to obtain Series 7 and Series 66 licenses (preferred within the first year). Why Certified Financial Services? CFS offers a unique and rewarding career in financial services to highly motivated entrepreneurs, recent college graduates, people experienced in other careers, as well as financial professionals looking to offer more holistic financial planning opportunities to their clients. We understand that each member of this community has important goals - some financial, others personal - and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing "what's possible" and take you all the way to "it's happening, and I know I'm prepared." Protecting our families, planning for the future, and having the confidence to know that no matter what life may have in store, we are prepared. We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients' lives. Whether you are looking to grow your career or are new to the financial services industry, CFS provides the tools and support to help you succeed. With Certified Financial Service's proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with CFS and unlock your full potential today! Certified Financial Services is an Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 7657874.1 exp 2/2027

About Us Rosecliff Capital is a NYC-based wealth management firm specializing in personalized investment strategies, private securities, and financial planning. We provide high-net-worth individuals and businesses with expert guidance in portfolio management, risk assessment, and capital growth opportunities. Job Description We are seeking an experienced Financial Advisor to join our dynamic team. As a Financial Advisor, you will work directly with high-net-worth individuals, high-complexity families, and institutions to create customized and comprehensive wealth management plans for growing and protecting their wealth across generations. This is a client facing role which involves advising clients on investment opportunities, including wealth management services, with a focus on both public and private securities. The successful candidate will build and manage new client relationships, ensuring excellent financial guidance and long-term wealth preservation. Responsibilities Proactively identify opportunities to bring in new clients and further expand existing client relationships to grow assets under management Conduct in-depth financial assessments to understand clients' financial situations, investment objectives, risk tolerance, and time horizon Develop and implement customized investment plans and asset allocation strategies aligned with clients' foals and preferences Advise clients on investment opportunities in the public and private markets, including equities, bonds, alternative investments, and structured products Provide ongoing portfolio management, monitoring and rebalancing to ensure alignment with clients' objectives and market conditions Conduct in-depth market research and risk assessment for investment opportunities Stay abreast of industry regulations and best practices, and emerging trends in wealth management and investment advisory services Qualifications & Skills Education: Bachelor's degree is preferred Experience: 3+ years of wealth management or related industry experience and a demonstrated interest in new business development Licensing: Series 65 securities license required Ability to create a new referral network and capable of generating business Strong knowledge of public equity markets, private securities, alternative investments and structured products Excellent sales, negotiation, and communication skills Compensation & Benefits Competitive base salary + bonus structure Clear pathway for advancement and increased responsibility Opportunities for career growth and professional development State of the art gym in office

We are an Independent Financial Planning & Wealth Advisory practice of Ameriprise Financial LLC seeking a Financial Advisor to join our team. You can step into a supportive environment to help you continue to build a practice as part of a successful and experienced team with systems, support, processes and strong brand presence. Our culture is clients first with an emphasis around financial planning and advice. We are looking for people who possess a service mentality, strong communication skills, entrepreneurial mindset and wants to deliver a premium client service experience. Qualifications for the Financial Advisor: Has the following licenses: Series 7, Series 66 (or Series 63 + 65), Life and Health Minimum of 5-10 years of experience in financial services is required Financial designation preferred, not required (CFP, APMA, CIMA, CFA, CHFC) Existing book of business preferred, not required Sales experience is a plus Proven ability to meet with clients and present planning strategies Demonstrated the ability to source prospective clients Highest level of interpersonal skills Readiness to take initiative in business development Entrepreneurial perspective and desire to build a business Ability to recommend suitable investment products and services Success at planning and managing resources (time, people, budget) to run optimal practice Responsibilities for the Financial Advisor: Servicing existing client base Focus on growing their own client base by participating in the existing marketing plan and events Provide financial advice Analyzing and recommending changes to portfolios Review investment plans and present to clients Implementing solutions Manage a prospect pipeline using a CRM Create client acquisition plan and meet goals Compensation and Benefits: $90,000 to $120,000 starting base salary. Ability for higher starting base commensurate with experience and size of existing book of business if you are transitioning clients. Medical after 60 day waiting period. 401(k) with match. Eligible after 1 year of service. The primary compensation for this role will be stable base salary initially. There will be the opportunity for increased compensation growth of variable incentive pay based on the growth of your individual client base. An offer will be made based on experience and situations.

Patricof Co (P/Co) is a differentiated investment and advisory platform built to add strategic value by capitalizing on the cultural relevance of world-class professional athletes. We support our professional athlete clients through a variety of advisory services, which allow them to develop the network and knowledge base necessary to become successful, independent-minded investors and high-performing business professionals. We invest across a range of alternative investment categories where we believe we can be value-added partners. Through a bespoke portfolio operations group, P/Co operationalizes the cultural impact of athletes-as-shareholders at scale. We believe our unique strategic value creates a durable advantage and enhanced investment performance. Role Description We are looking for an investment professional to join our team. This individual will play a key leadership role in driving our investment strategy, managing client relationships, and contributing to the overall growth of the firm. This investment professional will work closely with senior leadership, clients, portfolio companies and investment partners to identify, evaluate, and execute various investment opportunities. A successful candidate should be comfortable working in an entrepreneurial environment, managing multiple projects simultaneously, and be prepared to meaningfully contribute to the continued growth of Patricof Co. Key Responsibilities: Deal Sourcing and Origination: Identify, research, and source new investment opportunities that align with our firm's strategic priorities. This includes building a network of industry contacts, attending conferences, and actively cultivating relationships with potential investment partners and entrepreneurs. Due Diligence & Analysis: Lead the due diligence process for a prospective investment, including any relevant financial modeling, market and competitive analysis, consumer research and analysis of broader industry trends. Transaction Execution: Coordinate all aspects of the investment process. Work closely with legal, financial and operational teams to ensure smooth execution of confirmatory diligence and long-form documentation. Prepare investment committee materials and present findings to senior leadership in conjunction with the broader deal team. Portfolio Management: Monitor and provide ongoing support to portfolio companies, including performance tracking and strategic guidance. Develop and implement value creation plans, assist with key growth initiatives, and work closely with portfolio company management teams. Qualifications 5+ years in private equity or investment banking. Advanced financial modeling and PowerPoint capabilities Strong analytical and quantitative skills Excellent communication and presentation ability Demonstrated entrepreneurial and leadership qualities

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Financial Advisors at Northwestern Mutual's Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Advisor: Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits Pay structure is mostly commission based but includes: Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Planners are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different view points bring new successes! Why join Northwestern Mutual: #90, Fortune 100 company(2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion3 (retail investment client assets held or managed) 1 Ranking for Northwestern Mutual Investment Services,LLC. Sources: FinancialAdvisor magazine and InvestmentNews, April 2021. 2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria.Details at fortune.com 3 Combined clientassets of NMIS and NMWMC as of June 30, 2021 Northwestern MutualFinancial Representatives are Independent Contractors whose income is based solelyon production.

Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client's needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what's important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

Responsibilities Evaluate opportunities through extensive research and primary diligence. Perform detailed market analyses and draft investment memorandums. Source investment opportunities through outreach, attending conferences, meetings, etc. Review legal deal documentation and assist in the deal making process, including working with lawyers, accountants, and consultants. Assist with other matters relating to the fund including investor relations, marketing, and operations. Required Experience Up to 2 years of experience from either investment banking, consulting, equity research, or buy-side investing. Bachelor's degree with top grades Data-driven, detail-oriented, and intellectually curious Strong project management, organizational skills, and process management Ability to work in a collaborative environment with other members of the team and thrive in a fast-paced entrepreneurial environment More Details Full-time Small-team, entrepreneurial environment Office is based in Summit, New Jersey area Hybrid work with 1-2 days in office

Job Title: Associate, Healthcare Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Responsibilities: The Healthcare Investment Banking Group of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring and executing a broad range of advisory assignments and financial transactions for our clients. • Coordination of various processes, including capital raises and advisory transactions • Preparation of offering memoranda, proposals and other written materials for meetings with clients • Perform research and various analyses in support of new business generation • Organize and participate in marketing and client meetings • Leading and participating in drafting sessions for underwriting assignments • Conducting industry and company-specific due diligence related to transactions • Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: • Bachelor's degree • MBA or equivalent graduate degree in a financial discipline • Current or recent experience in an investment banking role or equivalent position • Current or recent healthcare industry experience Preferred Qualifications: • Outstanding academic record • Exceptional communication skills, both verbal and written • Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools • Demonstrable commitment to and experience with working in teams • Demonstrated interest in finance and financial markets • Demonstrated interest in healthcare / medical field through professional and/or academic experience • Series 63 and 79 certified Educational Qualifications: • Bachelor's degree PLUS minimum 3 years of experience in an investment banking analyst • MBA or equivalent graduate degree in a financial discipline Salary: $ 175,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

GROUP DESCRIPTION: Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including biotechnology, healthcare services, medical technology, life science tools and diagnostics, healthcare technology, and pharmaceuticals. The Healthcare Group consists of a team of approximately 120+ bankers focused on providing services to clients in these sectors in North and South America, Europe, and Asia. POSITION: The Global Healthcare Group is actively looking for an experienced Investment Banking Associate for our New York or Palo Alto, California office that will support our Biotech and Specialty Pharma team. PRIMARY RESPONSIBILITIES: Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions Perform financial valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Analyze detailed corporate and financial information, as well as conduct due diligence Build financial operating models and valuation models Conduct industry and product research These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS / DESIRED EXPERIENCE Bachelor's degree from an accredited college or university Currently living in Palo Alto, California, or willing to relocate 2+ years of investment banking experience ideally in a Healthcare (biotech/biopharma) coverage or in a M&A product team Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills

VACO Boston has partnered with a Historical Financial Services Firm in Jersey City, NJ who is looking for an entry level candidate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our candidates becoming permanent employees and advancing to managerial roles. If the investment world and financial services has been of interest to you this could be a great way to gain experience. Position Summary: This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include: Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate and report on fund Net Asset Values on a daily basis. Assist with management reporting activities. Assist with client service activities and inquiries. Monitor and manage cash flows and expenses. Analyze fund requests and manage fund distributions. Candidate Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience. Knowledge of Microsoft Excel. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $26/hr. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Job Title: Financial Advisor Job Type: Full-time Compensation: $150,000 - $200,000 base salary About Our Client: Join a distinguished wealth management firm focusing on HNWI and institutions. Our client offers a range of financial services, including investment management, retirement planning, and estate planning. Their mission is to provide personalized, innovative strategies that empower clients to achieve their financial goals and secure their future. Key Responsibilities: Business Development: Continuously engage in business development, including following up on various leads. Client Engagement: Engage in prospect calls to secure new clients. Information Gathering: Manage client bank account records, tax returns, insurance records, pension information, and wills. Financial Documentation: Oversee the maintenance of client information such as performance reports, financial document analysis, and income projections. Strategy Recommendations: Provide recommendations for clients to achieve their financial goals. Compliance: Maintain compliance with both industry and company regulations/policies. Qualifications (Non-negotiable): Experience: 5+ years of experience in financial planning and tax planning Licenses: CFP/CFA, License to sell life insurance, Series 7, and Series 66 Product Knowledge: Wealth management, estate planning, trusts, IRAs, 401ks/defined benefit plans, and/or high-net worth clients Preferred Qualifications: Language: Hindi, Gujarati, Punjabi, and/or Urdu URGENT HIRE! Click apply now!

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers. As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services-including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Responsibilities include: Business Development: establishing relationships with new clients through leads, referrals, and calls Meeting with clients to discuss financial planning, including investment management and insurance Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals Day-to-day client relationship management and financial advisory Qualifications: Bachelor's degree or equivalent work experience Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.) Excellent communication and interpersonal skills Interest in the Financial Services sector Prior financial services experience is *not* required, and recent graduates are also invited to apply. Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Whether you are a recent graduate ready to embark on a career in Financial Services or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed. This position starts out as onsite at our Midtown Manhattan offices, Monday - Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start. *Compensation is 100% commission-based, plus stipends and bonuses * Average first-year Financial Advisor compensation for this office is $80,000 - $110,000. Benefits: Medical, dental, vision, and pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Job Title: Associate, Financial Institutions Group (FIG) Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team-oriented, and have a real desire to make an impact. Responsibilities: The Financial Institutions Group (FIG) of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers Associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring, and executing a broad range of advisory assignments and financial transactions for our clients. Coordination of various processes, including capital raises and advisory transactions Preparation of offering memoranda, proposals, and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Leading and participating in drafting sessions for underwriting assignments Conducting industry and company-specific due diligence related to transactions Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: 3 years minimum of experience as an investment banking analyst Bachelor's degree MBA or equivalent graduate degree in a financial discipline Current or recent experience in an investment banking role or equivalent position Current or recent Financial Institutions industry experience; banks and specialty finance experience is a plus Preferred Qualifications: Outstanding academic record Exceptional communication skills, both verbal and written Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools Demonstrable commitment to and experience with working in teams Demonstrated interest in finance and financial markets Series 63 and 79 certified Salary: $ 175,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Debt Advisory & Restructuring Group: Jefferies Debt Advisory & Restructuring Group leverages the capabilities of the firm's full-service platform to provide an array of advisory and financing solutions to increase financial flexibility for corporate clients and financial sponsors. Debt Advisory & Restructuring professionals focus on debtor advisory, creditor advisory, out-of-court solutions, financings (DIPs/exits/rescues), distressed mergers & acquisitions, and expert witness testimony. The Opportunity: The successful candidate will be an Associate based in Jefferies' New York office. They will manage transaction execution activities and business development opportunities relating to the group's advisory services to distressed companies and their stakeholders. In particular, the Associate will: • Manage company and creditor transaction advisory engagements • Collaborate in developing and executing solutions to meet client needs • Assist in leading discussions with senior client executives and creditor representatives • Handle multiple assignments simultaneously • Assist in target research • Supervise and train staff • Develop professional network and relationships within firm and externally Qualifications: • 3-6 years of relevant restructuring, credit-related, turnaround advisory, interim management and/or bankruptcy experience • Independent thinker and a resourceful problem solver driven to succeed in a fast-paced environment • Strong work ethic and ability to successfully multi-task while working independently or within a group environment • Solid organizational skills, especially ability to meet project deadlines with a focus on details • Adaptable and proactive; able to build a culture of dependable execution and delivery and continuous improvement • Excellent oral and written communication skills, including the ability to review work product developed by others • Ability to build and maintain strong relationships with internal and client partners and stakeholders • Cultural fit - Naturally collaborative with unquestionable integrity, credibility and character; demonstrates high moral and ethical behavior at all times • Executive poise and presence - at ease in large, matrixed corporate environments and nimble, fast-moving crisis settings • Advanced accounting, finance, financial modeling, and analytical abilities • Bachelor's degree is required At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

Northwestern Mutual is looking for Financial Advisors for the Tri Harbor Financial Group located in Midtown, NY. This role consists of building a book of business, understanding and analyzing the financial market to help your clients meet their financial goals, and networking with new and existing clients to develop a relationship, establish year to year goals, and renewal plans. This is a full-time on-site role for a Financial Advisor at Northwestern Mutual in New York, NY. Must be a US citizen or permanent resident What you will do: Prospecting clients through accessing your warm market, cold market, referrals, and networking events Day to day customer inquiries, service requests, and financial concerns. Providing financial advisory services to clients in sectors of risk management, investments, and wealth management. Work closely with clients to understand their financial goals and develop a plan to help them achieve their goals. Financial Modeling, 2-step modeling, and financial planning Generate a book of business through warm and cold leads within your market. Client Relationship Management and renewals Qualifications: Bachelor's Degree Required Bachelor's degree in finance or related field preferred Must be a US citizen or permanent resident Knowledge/familiarity of Finance and Investments Strong management and organization skills Go-getter/self-starter mentality Excellent communication and interpersonal skills 3-5 years relevant experience in sales, business, financial planning, finance, retirement planning, and/or investments preferred Ability to work well in a team environment. Strong analytical and problem-solving skills What to Expect: Sponsorship of any needed licensing and/or certification. Financial Planning Training Study material and coursework for licensing Experienced network of successful Financial Advisors who provide mentorship and guidance when developing your business. Compensation: Benefits: Medical, Vision, Dental, 401k, and pension plan Commissions + stipends & bonuses Average 1st year compensation: $60,000-90,000

Jefferies is a leading global investment bank delivering strategic financial advisory, capital markets, and asset management services to clients worldwide. We are committed to providing exceptional insights and innovative solutions to help clients navigate the complexities of the financial markets. As we expand our footprint in Israel, we seek dynamic professionals to join our growing investment banking team. Jefferies Israel Coverage: Jefferies Investment Banking Israel Coverage Group provides a full suite of advisory and capital markets capabilities to clients in Israel and US corporations of Israeli origin or with strong Israeli affiliation. Jefferies Israel Coverage Group is a leading advisor to Israeli companies with an extensive track-record of M&A advisory, IPOs and raising capital. Since January 2021, Jefferies Israel Group has advised on 55 transactions with a total value of over $53B across Capital Markets and M&A. Jefferies was the top investment bank in Israel in 2024 based on market share, total fees and number of transactions (Dealogic data). With team members strategically located in both Tel Aviv and New York, we successfully advised on 22 Israeli transactions in 2024, mostly cross border, representing a total value of $12B across Capital Markets and M&A. Jefferies hosts the largest institutional investor tech conference in Israel each year. Jefferies Tech Trek 2023 included ~1,000 registrants and 100 of Israel's most exciting Public and Private Tech Companies. Position Summary: We are looking for a highly motivated and detail-oriented Investment Banking Analyst to join our Israel Investment Banking Team. The role offers a unique opportunity to gain exposure to cross-border M&A, capital markets, and strategic advisory transactions. The position is ideal for a candidate seeking to work at the intersection of Israel's vibrant tech, industrial, and financial markets while being part of a premier global platform. Candidates can initially be based in New York or Tel Aviv with the role permanently transitioning to Tel Aviv in ~6-9 Months. Key Responsibilities: Transaction Support: Assist in the execution of M&A, equity, and debt financing transactions, including financial modeling, valuation analysis, due diligence, and preparation of client deliverables. Market Research: Conduct comprehensive research on industries, market trends, and target companies, with a focus on Israel's technology, life sciences, and industrial sectors. Client Engagement: Prepare materials for client meetings and participate in strategic discussions with senior management teams. Financial Analysis: Build detailed financial models to support investment recommendations and valuation assessments. Presentation Preparation: Develop pitch materials, investment memos, and board presentations to support deal origination and execution efforts. Cross-Border Collaboration: Work closely with Jefferies' global teams, including sector and product specialists, to provide integrated solutions for Israeli and international clients. Qualifications and Skills: Educational Background: Bachelor's degree in finance, economics, accounting, or a related field; advanced degrees or professional certifications (e.g., CFA) are a plus. Experience: 1-3 years of experience in investment banking, at a global investment bank Technical Proficiency: Strong financial modeling and valuation skills; proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet). Global Perspective: Understanding of both Israeli and international markets, with an interest in cross-border transactions. Language Skills: Fluency in both Hebrew and English is required. Citizenship : Israeli Citizenship is required. Dual Citizenship is a preferred. Analytical Skills: Exceptional problem-solving abilities with attention to detail and accuracy. Communication Skills: Strong verbal and written communication skills with the ability to present complex information clearly. Cultural Adaptability: Willingness to relocate to Israel permanently and adapt to the local market environment. Team Player: Ability to thrive in a collaborative, fast-paced environment with a strong work ethic. About Us Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

Job Title: Analyst, Healthcare Investment Banking Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: Coordination of various processes, including capital raises and advisory transactions Preparation of offering memoranda, proposals, and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Leading and participating in drafting sessions for underwriting assignments Conducting industry and company-specific due diligence related to transactions Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: 2-3 years of relevant work experience Self-motivated individuals who display initiative, drive, and leadership Excellent grasp of corporate finance, valuation, and financial accounting Strong communication skills, both written and oral Educational Qualifications: Bachelor's Degree required, preferably from a top-tier school Minimum cumulative GPA of 3.5/4.0 Salary: $90,000 - $110,000 The expected base salary for this position ranges from $90,000 to $110,000.The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).