Head of Creative, Empower Personal Wealth
Finance Consultant Job In Stamford, CT
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As the Head of Creative for Empower Personal Wealth, you will operate as an Executive Creative Director and oversee the creative development efforts for all the direct to consumer (D2C), performance marketing creative, UX design, rollover, cross-over, organic social media and participant communications for the enterprise. You'll lead and direct the efforts of a team of creative directors, writers, and art directors on direct to consumer (D2C) efforts. Further, this executive creative leader partners closely with the creative teams that focus on the company's B2B efforts to establish and maintain a unified Empower brand. This highly visible role engages with senior executives throughout the company on a regular basis to present creative concepts for approval. In addition, this leader will build a pipeline of talent poised to meet the rapid expansion of creative content needs as Empower builds its stature in the marketplace as a storied retail brand.What you will do:
Lead Empower's internal creative development by inspiring the team to develop compelling creative that entices end users in the D2C and B2B2C space to take the actions we want them to take
Provide executive creative leadership on all performance marketing creative materials, which represents a significant part of our media buy. Develops a large variety of creative for testing and implementation for the broad spectrum of creative needs, including Direct Response (TV/video/radio/direct mail) and paid social
Leverage appropriate measurement tools for each campaign so that creative is conceived with these tools in mind
Provide creative leadership over the UX design of Empower.com and our on-line tool sets, ensuring our brand strategy is thoroughly integrated and articulated in all aspects of our website which is our primary communication and sales lead channel
Play an active role in the management of the outside creative agency's efforts in our brand campaign work and ensure that the internal D2C creative aligns with that of the brand campaign
Attract, retain and develop creative talent that constantly seeks ways to keep abreast of emerging trends in the creative arena such that we can more effectively connect and compel end users to consider Empower
Uncover and compile best practices in creative development techniques to keep our approach to creative development current with the industry
Lead the internal creative team from a goals and KPI perspective; conveying that good creative delivers desired results
Maintain and update style guides to ensure branding standards throughout the Empower enterprise are consistent and up to date
Manage the creative development process in partnership with the creative team leads and build a strong partnership with the internal agency team leaders who this leader will partner with to ensure excellence in creative product outcomes-these department leads include brand media specialists, social, video and traffic managers
What you will bring:
Bachelors Degree in Fine Arts or equivalent creative advertising background
15+ years advertising writing/art background required
Depth of experience in digital creative development a must
Prior experience as a creative director, now serving in an Executive Creative Director (or equivalent) role
5+ years of creative team management required
Strong business to consumer and business to business creative background required
Proven track record of developing successful ad campaigns in all formats (online/off-line/broadcast)
What will set you apart:
Experience working in a highly regulated environment a plus.
Excellent communication skills and selling ability
Able to work well under pressure and time constraints
Strong detail-orientation and solid organizational skills
Collaborative, with a team-oriented approach
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
#PJMK
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$183,300.00 - $265,800.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
03-15-2025
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Workplace Flexibility: Remote - Nationwide
Registered Investment Advisor
Finance Consultant Job In Garden City, NY
***CURRENTLY SERIES 7 REGISTERED REPS ONLY***
***SALARY & BONUS and Full benefits****
***PRIVATE EQUITY SALES ***
Joseph Gunnar & Co., LLC is a full-service broker-dealer founded in 1997 dedicated to assisting investors in achieving their financial goals. The firm's capabilities include investment banking, corporate finance, sales and trading, and equity research services. Private clients have access to unique investment opportunities not found at larger competitors, while corporate clients benefit from a value-added component to financings.
Role Description
This is a full-time on-site role for a Registered Investment Advisor located in Garden City, NY. The Registered Investment Advisor will be responsible for providing financial planning, investment strategies, finance guidance, and exceptional customer service to private and corporate clients. Private Equity and Investment Banking sales.
Qualifications:
Finance knowledge
Customer Service excellence
Experience in Investments
Strong analytical and communication skills
Series 7 REQUIRED and Series 65 or 66 licenses preferred
***SALARY & BONUS and Full benefits****
This is a full time position with generous bonus structure and payout and benefits.
*** Please make sure to email your resume to *************************
Investment Banking Associate
Finance Consultant Job In Greenwich, CT
Seeking three
experienced
investment banking associates* for full-time in person position at highly-successful boutique investment banking firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy.
Min. of 3
-years
of customer facing investment banking or buy-side analyst experience
w
i
th significant involvement in sales/origination role
. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel; given our size, all staff are involved in all activities.
Ideal candidate is currently an associate at an investment bank or buy-side analyst experience with significant involvement in sales/origination role. You will have (or obtain) the following licenses: SIE, 7, 66 and 79.
*Two already hired.
Investor Relations Associate - Private Equity Fund in Stamford CT
Finance Consultant Job In Stamford, CT
Our client, a private equity fund in Stamford CT, is looking to add a Senior Associate to their Investor Relations team. This person will be responsible for RFP, DDQ, and general investor relations work across the firm.
Senior Investor Relations Operations
Finance Consultant Job In Greenwich, CT
Our client, a leader in the credit space, is looking for a Senior Investor Relations Operations professional to join their team. In this role, you will be responsible for handling a mix of customer service responsibilities related to investor onboarding, capital activity and more. As a member of the Investor Relations Operations team, a Client Service Associate regularly interacts with the Investor Relations/Business Development team, internal and external fund counsel, the funds' administrators, and members of the firm's operations and accounting teams. Specific responsibilities include:
Becoming an Investor Relations Operations subject matter expert on the firm's investor base and investor capital activity
Ownership of the capital activity process across various fund complexes and multiple funds-of-one including investor subscription, redemption, and transfer processes for our evergreen funds and multiple closings, capital calls and distributions for our commitment based funds
Participate in new fund launch working groups and scale team infrastructure to support new funds
Assist with cross-departmental projects such as process and efficiency improvements, CRM data migration initiatives, automation including sub doc software and framework to support and retain investor initiative
Requirements
5-9 years of experience at an alternative investment firm
Strong written and verbal communication skills
Financial Advisor *Training Provided*
Finance Consultant Job In Melville, NY
**Calling all Long Island Residents! **
SFA Agency is looking for highly successful individuals to join our team of financial sales professionals. A career with our team allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients from individuals to families and business owners providing long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more.
No previous financial services experience is necessary! Many people who join our firm are
career changers;
individuals who have experienced success in another industry but may feel capped in their earning potential, lack meaning or purpose and may be looking for more flexibility and ownership in their career.
This role may be a fit for you if...
You know how to connect with people, building personal, trusted relationships
You are a driven person who is committed to succeeding
You are ready to earn more for your hard work
You enjoy helping others and have a desire to make an impact
You are ready to live the life you want, both personally, professionally and financially
What does a career with Northwestern Mutual offer you?
Licensing sponsorship & study material reimbursement - NYS Insurance License, SIE, Series 7 & Series 63.
Extensive training and development through our award-winning training program and personalized mentorship
The opportunity to build your own business with the backing of a Fortune 100 company with a proven track record of success
Flexibility, autonomy, independence
Uncapped earning potential
Opportunities for growth and professional development. We are seeking future leaders to join our team!
Comprehensive benefits package, Medical, Dental, Vision and two company funded retirement plans
How do you get paid?
This is a commission-based career with some startup capital provided in the first year to help you get started. Individuals who tend to thrive in this role are those seeking uncapped earning potential, autonomy and independence and a role that rewards them for the work they put in. To give you an idea, our financial professionals in the first year of the business earn on average about $90-110k with the OTE over $150k. Those 5+ years in the business are earn over $600k.
What is the catch?
The first years can be tough as you're learning the business. But the trade-off is that you get to define what success looks like.
Don't have a background in Finance?
That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you with industry experts until you are ready to do it on your own.
We are looking for individuals with a history of success in their career, college athletics or have a military background. Those that tend to thrive in this career have previous sales or business development experience, strong interpersonal skills, grit, motivation and are extremely goal oriented.
Why join Northwestern Mutual?
FORTUNE 500 Rank: No. 111
One of “World's Most Admired” companies (FORTUNE Magazine, 2024)
Unsurpassed Financial Strength Rating amongst all major credit agencies
TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual
Recipient of the 2024 APEX Award from
Training
Magazine
Best Places to Work #82 (Glassdoor, 2021)
America's Best Employers for Diversity (Forbes, 2023)
Job Type: Full-time
Pay: $90,000.00 - $178,000.00 per year
Benefits:
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Ability to Relocate:
Melville, NY 11747: Relocate before starting work (Required)
Financial Advisor Full-Time | Paramus, NJ and Farmington, CT
Finance Consultant Job In Paramus, NJ
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
High Net-worth Financial Advisor (Stamford)
Finance Consultant Job In Stamford, CT
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice in Stamford, CT - this is an ongoing brief, as our client continues to expand.
This is a salaried position plus commission based on new revenue generation.
Your Role
As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.
Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.
What We're Looking For
We are seeking ambitious, client-focused professionals with a strong background in:
Experience: 5-10 years of proven success in sales, business development, and relationship management.
Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.
Why Join This Opportunity?
Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.
Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.
Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career.
Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele.
If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!
Associate Financial Advisor
Finance Consultant Job In Wilton, CT
This is a summary outline of the responsibilities the Associate Financial Advisor initially requires. This description may be modified as necessary.
We are an independent, relationship-focused financial planning firm providing comprehensive wealth management and retirement income planning for a diverse client base.
Role Description
The Associate Financial Advisor will be responsible for individual clients' financial planning, retirement planning, investment management, and financial advisory services. Duties and responsibilities could include:
Supporting the Senior Financial Advisors with analysis, client service and technical assistance
Meeting independently with clients to discuss their plan and investments
Attending client meetings and taking extensive notes with the Senior Financial Advisors
Analyzing client information and preparing reports and presentations
Entering information into financial planning software and preparing draft plans
Analyzing asset allocation and generating rebalancing trades
Researching products, product pricing and contacting carriers for information
Researching investment managers and investment services and their pricing
Interfacing with the broker-dealer or custodian to obtain information, account data and convey service requests
Setting up and retrieving reports in the portfolio management system
Assisting in generating performance reports.
Qualifications
Minimum of 5 years experience in the financial services industry
FINRA Series 7 and 66
Bachelor's degree in Finance, Economics, Business, or a related field
Financial Planning and Retirement Planning skills
Finance and Investment knowledge
Experience in providing Financial Advisory services
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills
Ability to work well in a team environment
Corporate Action Analyst
Finance Consultant Job In New City, NY
• Trade Reconciliation
• Corporate Action
• Cash Management
• Middle Office Function
Required skills:
• Middle Office cash reporting UI experience
• Eagle Accounting knowledge
• Experience in defining user experience and user interface design
• Intraday cash reporting knowledge, including front office use cases
• Cash reconciliation processes and data sets
• Knowledge of corporate action events inclusive of SWIFT messages (MT564, 565, 567, 568) and voluntary election workflow (middle office service provider, middle office client, external parties/custodians).
Additional skills:
• Experience working with data outputs from Smartstream TLM Reconciliation-Premium
• Knowledge of corporate action software (e.g., TCS BaNCS, FIS/XSP
Financial Advisor
Finance Consultant Job In Danbury, CT
We suggest you enter details here.
Role Description
This is a full-time on-site role for a Financial Advisor at HAS Health Insurance and Wealth Management located in Danbury, CT. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services to clients on a day-to-day basis. This is a full-time position. We have a proven marketing system giving you clients daily as well as access to over 1500 insurance and tax clients
Qualifications
Financial Planning and Retirement Planning skills
Finance and Investment knowledge
Experience in providing Financial Advisory services
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Bachelor's degree in Finance, Economics, or related field
Financial Business Analyst
Finance Consultant Job In Ridgefield, NJ
Our client is seeking a Financial Business Analyst who will evaluate business results and serve as a functional specialist to the business client. This opportunity is located in Basking Ridge, NJ.
Interpret and evaluate monthly analyses of business trends, including budget variance of financial results and Key Performance Indicators to identify areas of risk and opportunities
Partner with the business to develop costing/profitability models and reports
Design, develop, and implement methods and strategies to continually improve processes
Provide strategic guidance and insights during the analysis process
Provide insights and recommendations based on trended KPIs & financial results
Desired Skills/Experience:
Extensive experience working with financial systems and models (Data warehouses, complex excel models, Extended Spreadsheet Database)
Experience with SQL
Ability to multi-task with prioritization of deliverables
Benefits:
Medical, Dental, & Vision Insurance Plans
401K offered
$56.00 - $80.00 (est. hourly rate)
Associate Financial Advisor
Finance Consultant Job In Roslyn, NY
Financial Professional
Northeast Financial Network
As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. NEFN is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
You possess…
A passion for helping others and making a positive impact in your community.
• An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work - on your terms.
• A lifelong learner mentality with a desire to continue growing.
• Self‐motivation, a confident personality, high integrity, and a strong desire to succeed.
What you'll be doing…
• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a strategy with appropriate products and services.
• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
What we provide:
• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training-locally, virtually, and nationally-to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint-work opportunities.
• Superior service and support.
• A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Compensation & Benefits:
• The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.
Requirements:
Must be a US citizen or permanent resident
• A four‐year college degree
• Obtain appropriate licensing company sponsored
To apply: email Mary Ann Patton or send resume - ************************************
Mortgage Financial Analyst
Finance Consultant Job In Ridgefield, NJ
The Company:
Privately owned and operated private equity and real estate development organization based in Basking Ridge, New Jersey. The firm owns and manages over 28,000,000 square feet of office, industrial, retail, and aviation properties as well 5,000 multi-family units throughout the United States. It has over 15,000,000 square feet of commercial space and 2,000 multi-family units currently under development in 9 states.
Responsibilities:
· The position will have exposure to all aspects of the screening, sizing, underwriting, and securitization of commercial real estate loans and will see the securitization process from origination through completion
· Cash flow modeling and data analysis of potential transactions
· Review term sheets on approved transactions
· Perform due diligence and underwriting on returned loan applications
· Work with third-party service providers, including underwriters, appraisers, & engineers, as well as in-house legal counsel
· Manage deal pipeline, communicate critical dates & abstract closed transactions
· Maintain communication internal team members and Brokers
· Track & communicate existing loan critical dates
· Solicit bids from lenders & bankers
Qualifications:
· Minimum of a Bachelor's or Master's degree in real estate, accounting, economics, or finance
· Recent graduate to two years of work experience will be considered
· Advanced proficiency with Excel and other Microsoft Office applications
· Excellent analytical and organizational skills along with the ability to multi-task
· Highly-developed verbal and written communication skills
· Ability to work independently and as part of a team
· Proactive thinking with detail-oriented and creative problem-solving approach
· Highly motivated and proven track-record of high achievement
· Argus Experience a plus
In-Person Position
Office Hours 8:30am - 5:30pm
Salary is based on experience
Registered Investment Advisor
Finance Consultant Job In Garden City, NY
Salary + Benefits + Bonus and Commissions!
Joseph Gunnar & Co., LLC is a full-service broker-dealer founded in 1997, dedicated to assisting investors in achieving their financial goals. The firm offers a full suite of investment banking, corporate finance, sales and trading, and equity research services to private and corporate clients. Their boutique approach provides unique investment opportunities to private clients and value-added services to corporate clients.
Role Description
This is a full-time on-site role for a Registered Investment Advisor located in Garden City, NY. As a Registered Investment Advisor, you will be responsible for providing investment strategies and finance advice to clients. You will also focus on delivering exceptional customer service and building strong relationships with clients. We will be a part of building our Private Equity Fund and working on Investment Banking deals.
Qualifications
Experience in Investments and Finance
Strong Customer Service skills
Excellent communication skills
Series 7
Private Equity Analyst
Finance Consultant Job In Greenwich, CT
Seeking
experienced private equity investment analyst
for full-time
in person
position with skills in sustainable energy infrastructure, particularly SAF. The position is at an institutional investment management firm in expansion mode in Greenwich, Connecticut, with approx. $200MM dedicated to this strategy. In addition to asset management, the firm operates a financial advisory and investment banking business focused on aircraft fleet financing and financing for ultra-large corporates; given our size, all staff are involved in all activities.
Requirements: 4-10-years
of buy-side analyst experience
w
i
th significant sales/origination and buy/sell recommendations at a private or public fund
. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm's LPs are large, institutional counterparties from the firm's' banking business (no individual or retail customers).
The senior analyst should be comfortable with analyzing and executing investments up and down the capital structure, which may include relevant cash flow modeling, term sheet negotiation and enterprise valuation tasks. Investments may include equity, debt and/or hybrid capital across the value chain, including production, technology and feedstock.
A demonstrated track record of successfully evaluating and executing private equity and/or debt investments is a must. Investment banking experience desired, and willingness to also provide investment banking services is required. Compensation commensurate with experience and demonstrated ability. You will have (or obtain) the following licenses: SIE, 7, 66 and 79.
Senior Investor Relations Associate
Finance Consultant Job In Greenwich, CT
A privately held alternative asset manager, PE and Credit fund with over $10 billion in AUM is looking for a senior investor relations professional.
RESPONSIBILITIESINCLUDE:
Partner with the Head of Investor Relations to help manage all aspects of the Investor Relations function
Coordinate the quarterly earnings process from the Investor Relations perspective
Coordinate review meetings with senior management to inform the quarterly earnings process and subsequently synthesize into external messaging.
Actively contribute to developing, maintaining and enhancing all aspects of communication with public stock investors and the financial community, including:
Plan and execute all external current/prospective shareholder engagement activities, including non-deal roadshows, in-house meetings, and conference appearances.
Educate and foster relationships with 200+ current/prospective institutional shareholders
Formulate a strategic messages to current/prospective shareholders with effective presentation collateral.
Help develop and maintain an investor relations and related communications strategies, including positioning and intended messaging to the financial markets
Continue to refine and build a strategy for engaging with investors and sell side analysts
REQUIREMENTS:
3+ years of relevant experience.
Self-motivated individual with meticulous attention to detail, positive attitude, and a pro-active approach to work.
Excellent communication and presentation skills (both written and verbal).
Financial Advisor (Entry-Level & Experienced Professionals)
Finance Consultant Job In Fairfield, CT
Northwestern Mutual Financial Planning Career Opportunities:
Open Roles - Financial Representative | Financial Advisor | Wealth Management Advisor
Office Locations - Stamford, CT | Westport, CT | Fairfield, CT
Experienced RIA's & Producers | Encouraging & Open to Considering Career Changers
What We Do:
Financial Planning - Retirement Planning, Estate Planning, Business Planning, Tax Strategies, Debt Management
Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management
Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities
Our financial advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open.
The Financial Planning Career with Northwestern Mutual allows the opportunity to:
Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm's exceptional network of financial specialists and leaders.
Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur, you'll find the growth that fits your vision and your business with opportunities to become a specialist, lean into leadership, or join a team.
Qualifications:
Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently.
4-year bachelor's degree or equivalent professional work experience.
Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided.
Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future.
Ability to work in a fast-paced, highly productive, and value-driven environment.
Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships.
Compensation & Benefits:
Performance-based earnings and revenue (
annual earnings of $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client advising and policy management
Bonus programs and expense allowances
Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Leadership + Professional Growth Opportunities
Award-Winning Training + Mentoring Program
Personalized Mentorship from Top Advisors and Industry Leaders
About Northwestern Mutual:
Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 4.75 million people who rely on us for life, disability income and long term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
About Northwestern Mutual Stamford Network Office (NM110):
NM110 is one of Northwestern Mutual's most historic network offices and the home of 5 advisors ranking in the Top-10 and 9 advisors ranking in the Top-25 on 2024 Forbes Best-In-State (Connecticut) Financial Securities Professionals list. In 2024, our Fairfield District Office (MD Pietig) ranked #1 nationally in overall premium vs Northwestern Mutual Peer Group (Category 2). In Eastern Region for 2024, Justin Charise (Saugatuck Financial) ranked #1 NM 5-Star Pathfinder and #7 for Insurance Premium Credit and Al Schor ranked #1 for Insurance Premium Credit.
Northwestern Mutual Awards and Accolades:
FORTUNE 500 Rank: No. 90
Highest Financial Strength Ratings and Unsurpassed Financial Strength
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
97% Client and Policy-owner Retention year after year
Top-10 US Independent Broker Dealer
Annually one of the “World's Most Admired” companies (FORTUNE Magazine)
Forbes' Best Employers for Diversity (2018 - 2021)
15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine)
Top 125 Training Program (Training Magazine)
Financial Advisor Development Program
Finance Consultant Job In Norwalk, CT
FINANCIAL ADVISOR DEVELOPNENT PROGRAM:
What is the program?
• Outstanding graduating seniors will be given an opportunity to participate in an experiential program that builds a pathway to a long-term career in financial planning.
• Study for and obtain your state insurance licenses, while also preparing for investment licenses (Series 6, 63 & 7).
• Get exposure to tools, resources and training that can help you discover and develop market opportunities that could lead to a successful practice helping clients plan for their financial future.
What sets this opportunity apart?
• Accelerated training upon graduation with 3 months to build the habits and skills of a successful Financial Representative including the development of a business plan.
• Earn stipends, while gaining real-world experience through the same training, development, and coaching structures provided to career Financial Representatives.
• Start building your business by helping clients develop and execute financial plans specific to their goals and expectations.
Together with our clients, we're working to enrich lives,
strengthen businesses and build a brighter future.
- We are among FORTUNE's 2022 World's Most Admired
Companies. #1 among life insurers for "Financial Soundness,"
Quality of Products/Services," and "Use of Corporate Assets."
-We have unsurpassed financial strength2 with total company
assets of $335 billion.
- We rank among the Top 10 U.S. independent broker-dealers as
measured by total revenues by leading investment publications.
Who are we looking for?
• Full-time student in last semester, prior to graduation
• Outstanding interpersonal and communication skills
• Exceptional work ethic and determination to
achieve goals
• A history of demonstrated personal success in leadership, competition, and life
Financial Analyst Investment Banking
Finance Consultant Job In Greenwich, CT
Seeking an
experienced
financial analyst for a full-time, in-person investment banking/PE role at a highly-successful boutique investment banking and PE firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy.
Min. of
3-years
of financial analysis experience (DCF, Excel modeling, balance sheet analysis, lease analysis, tax analysis, fund modeling, etc.)
. You will be part of a team serving our clients and supporting deals. The financial analysis positions at our firm are long-term roles and not viewed as an entry to a sales or marketing role. However, they do involve customer engagement and some travel.
Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel. Given our size, all staff are involved in all activities.
Ideal candidate is currently an analyst at an investment bank. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. Familiarity with financial reporting is a plus.