Head of Creative, Empower Personal Wealth
Finance Planner 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
Investment Banking Associate
Finance Planner 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.
Associate, FIG Investment Banking
Finance Planner Job In New York, NY
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.).
Financial Planner
Finance Planner Job In Farmingdale, NY
About Us:
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 than 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.
Job Description:
Financial Planners at Northwestern Mutual 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 Representative:
1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
2. 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.
3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
4. 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
Average vs Top 25% vs Top 10%
Year 1 | $78,939 - $168,306 - $238,982 Year 5+ |$306,679 - $726,808 - $1,113,953
Beyond income, you'll also have access to a comprehensive benefits package:
· Support for insurance licensing, SIE, Series 6, Series 63, 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
Awards and Accolades:
- FORTUNE 111 (FORTUNE 500, 2023)
- One of the “World's Most Admired” companies (FORTUNE Magazine, 2024)
- One of “America's Best Large Employers” (Forbes Magazine, 2023)
- One of “America's Greatest Workplaces for Diversity” (Newsweek, 2023)
- Top 50 Employers (Equal Opportunity Magazine, 2023)
- Best Places to Work #82 (Glassdoor, 2021)
- Highest Rated CEO's (Glassdoor, 2021)
Investment Banking Associate, Healthcare (Biotech and Specialty Pharma)
Finance Planner Job In New York, NY
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
Investment Banking Associate Consumer & Retail Group
Finance Planner Job In New York, NY
Group Description
The Consumer & Retail Group operates within BBVA's Corporate & Investment Banking (CIB) division, covering global clients in the U.S. and abroad. The team provides a full suite of advisory, capital markets, and global transaction banking solutions to Consumer & Retail companies with an international footprint. Our product offerings include M&A advisory, debt advisory, corporate lending, structured finance, bonds, FX/swaps, trade finance, working capital solutions, and cash management, among others.
Position: Associate - Consumer & Retail Group
The Consumer & Retail Group is seeking an Associate to join our New York office and support our coverage efforts. This position plays a key role in a client-facing team, working with colleagues across multiple geographies and supporting senior bankers on various sub-sectors and transactions.
Key responsibilities:
As an Associate in the Consumer & Retail Group, you will take on significant responsibilities in pitching and executing advisory, capital markets, and transaction banking deals for both public and private clients. Your role will include:
Preparing pitch materials and participating in presentations to existing and prospective clients
Conducting financial analysis, including valuation, M&A modeling, and broader financial modeling.
Performing company and industry research using sources such as company filings, equity and credit research reports, and industry databases, summarizing findings for client-facing materials
Managing internal approval processes, including credit requests and approval process for new transactions, amendments, annual reviews, among others.
Coordinating closely with bankers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams.
Analyzing risk/return metrics on all stand-alone transactions and client relationships
Tracking key client and prospect activity and maintaining revenue budgets.
We are a flat and growing team, providing direct and frequent interaction with clients and BBVA's senior management.
Qualifications
Bachelor's degree with 2+ years of investment banking experience
Strong foundation in financial modelling and valuation analysis in a professional setting
Prior credit training, structured credit and / or M&A experience preferred
Demonstrated record of academic excellence
Strong analytical and quantitative skills
Team-oriented, self-motivated and entrepreneurial mindset
“Can-do / can-learn” attitude with a proactive approach to problem-solving and adaptability in a fast-paced environment
Detail oriented with a complete focus on quality results/deliverables
Strong communication skills, both verbal and written
Ability to work independently while thriving in a team environment
Ability to work under pressure and manage multiple projects under tight deadlines
Advanced proficiency Microsoft Office (Excel, PowerPoint, Word)
Experience with CapitalIQ (or Factset), Bloomberg, and Euromonitor is preferred
SIE, Series 7, and Series 63 licenses required (or ability to acquire within 6 months of hire)
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $120,000 to $130,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
Real Estate M&A Investment Banking Analyst
Finance Planner Job In New York, NY
Metis is partnered with a global leading commercial real estate and investment management company, who are looking for highly motivated Analysts to join their Real Estate Investment Banking team. In this role, you will support transaction execution, assist with client presentations, and contribute to business development efforts.
The ideal candidate will possess strong financial and analytical skills, a genuine passion for real estate finance, and the ability to thrive in a fast-paced environment. While prior experience in Real Estate Investment Banking is preferred, candidates with a background in other Investment Banking sectors will also be considered, provided they demonstrate a strong interest in real estate.
Applicants without prior investment banking experience are kindly requested to refrain from applying.
Key Responsibilities:
Support transaction execution and preparation of client materials.
Conduct financial M&A analysis, valuations, and market research.
Collaborate with senior bankers to identify new business opportunities.
Assist in managing risk and ensuring compliance with firm policies.
Qualifications:
Bachelor's degree in Finance, Economics, or related field.
Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting and interest in real estate finance.
Previous investment banking experience from a leading firm (Real Estate focus preferred).
SIE & Series 79 & 63 licensed
Investment Banking Life Sciences Senior Analyst/Associate
Finance Planner Job In New York, NY
This client is a boutique investment bank specializing in innovative solutions for the healthcare and technology sector. They are specifically looking to bring a senior analyst or junior associate on to their Life Sciences Royalty Monetization team. This team is dedicated to to transforming groundbreaking research into valuable financial assets, partnering with prestigious Ivy League institutions and top-tier research organization. In this role the candidate will work closely with the MD to facilitate the sale of active royalties from renowned academic and research institutions to major pharmaceutical companies.
Responsibilities:
Assist the Managing Director in identifying and evaluating potential royalty monetization opportunities.
Conduct comprehensive financial analysis and due diligence on royalty streams.
Prepare detailed financial models and valuation reports.
Support the preparation of marketing materials and presentations for potential buyers.
Coordinate with internal and external stakeholders to ensure smooth transaction processes.
Monitor market trends and provide insights to enhance our royalty monetization strategies.
Qualifications:
Bachelor's degree in Finance, Economics, Life Sciences, or a related field; advanced degree (MBA, PhD) preferred
2-4 years of experience in healthcare related financial services
Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques.
Excellent communication and presentation skills.
Ability to work collaboratively in a fast-paced, dynamic environment.
Passion for the life sciences sector and a keen interest in royalty monetization.
Investment Banking Analyst
Finance Planner Job In New York, NY
Title / Role
M&A Analyst
Company
M&A Advisory Firm - focused on advising private market investment companies: private equity; private credit; real estate; infrastructure and related firms.
Experience
The position requires sound financial modeling skills, sophisticated PowerPoint ability, along with a basic understanding of the M&A advisory process. We are flexible with the extent of work experience ranging from related internship exposure to more experienced analysts, as we have commensurate opportunities for the right candidate. Accelerated advancement for direct experience advising private markets investment firms.
Key Responsibilities
• The Analyst will support Associates on M&A advisory projects in all respects
• Develop PowerPoint pitch presentations
• Negotiate NDA's and Engagement letters
• Manage information requests
• Track target lists and create target profiles
• Prepare CIM presentations
• Produce client / target valuation models
• Preparing process letters
• Scheduling and attending management meetings
• Running financial operating model calls with clients and counter-parties
• Preparing transaction models: accretion/dilution; IRR; NPV; yield; payback metrics
• Facilitate and respond to counter-party Q&A
• Create bid analysis summaries
• Prepare term sheets
• Coordinate due diligence
• Infrastructure support: The analyst will maintain comparable deal databases; public company statics, company profile updates, industry research and analytical support.
Mindset
This is a newer firm led by highly experienced partners. The right candidate will have an interest in developing the foundational presentations and analytical tools used as the firm continues to establish itself. There is substantial upside in development and career advancement opportunities for dedicated professionals.
Culture
We believe in dedication to successful client outcomes, with merit-oriented rewards, in a fun, collaborative environment. We intend to recruit and develop people seeking professional and personal growth.
Senior Investment Banking Analyst
Finance Planner Job In New York, NY
Primary Responsibilities:
An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Analysts on the HCMA team will be heavily involved in the following tasks:
Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables;
Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation;
Participate in the origination and execution of M&A, equity, debt and ILS transactions;
Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions;
Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance;
Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities.
Qualifications:
The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include:
Prior investment banking experience
Demonstrated academic achievement and excellence outside of academics;
Excellent written and verbal skills;
Ability to work independently and as part of a team;
Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines;
Ability to multi-task with strong attention to detail;
Ready to assume a high level of responsibility;
Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred;
Demonstrated leadership abilities;
Solid interest in the financial sector;
Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must;
Legally authorized to work in the United States.
The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits.
EEO Statement:
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. Howden North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Howden North America will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Associate Financial Advisor
Finance Planner Job In New York, NY
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.
Associate, Healthcare Investment Banking
Finance Planner Job In New York, NY
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.).
Private Equity Analyst
Finance Planner 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.
Healthcare Investment Banking Analysts/Associates/Vice Presidents - Leading Global IB
Finance Planner Job In New York, NY
Metis Search are currently mandated by a leading Global Investment Bank who are adding Analysts, Associates and Vice Presidents to their Healthcare group in New York.
We are keen to connect with candidates matching the below specification requirement:
Minimum 1-2 years experience in Healthcare Investment Banking;
Strong, previous M&A transaction experience;
Authorized to work in the U.S. without sponsorship of work visa;
Ideal candidate should have an outstanding academic track record from a recognized US college or university;
Major in finance, accounting, economics, and mathematics preferred.
Tier-1 modelling and Excel skills including strong accounting skills;
Strong written and oral presentation skills;
Ability to work independently in a fast-paced environment;
Strong work ethic, attention to detail, and a passion for excellence.
Investment Banking Analyst 1 to Associate 0 - Israel Coverage
Finance Planner Job In New York, NY
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.
Investment Banking Analyst - Real Estate
Finance Planner Job In New York, NY
Job Title: Investment Banking M&A Analyst - Real Estate
About Us: We are currently working with a leading investment bank with a strong focus on real estate M&A. They are dedicated to providing top-tier advisory services to clients in the real estate sector, helping their clients navigate complex transactions and achieve their strategic goals.
Job Description: We are looking for highly motivated and detail-oriented Investment Banking M&A Analyst with a specialization in Real Estate. The successful candidate will play a crucial role in supporting the execution of M&A transactions, conducting financial analysis, and providing strategic insights to clients.
Key Responsibilities:
Conduct comprehensive financial modeling and valuation analysis for real estate M&A transactions.
Assist in the preparation of pitch books, presentations, and transaction documents.
Perform due diligence and market research to identify potential acquisition targets and industry trends.
Collaborate with senior bankers to develop and execute transaction strategies.
Support the negotiation and structuring of deals, ensuring alignment with client objectives.
Maintain up-to-date knowledge of real estate market dynamics and regulatory changes.
Qualifications:
Bachelor's degree in Finance, Economics, Real Estate, or a related field.
1-3 years of experience in investment banking, with a focus on real estate M&A.
Strong financial modeling, analytical, and quantitative skills.
Excellent written and verbal communication abilities.
Ability to work effectively in a fast-paced, team-oriented environment.
High level of attention to detail and strong organizational skills.
Financial Advisor - Training Provided
Finance Planner Job In New York, NY
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.
SaaS Investment Banking Analyst/Associates
Finance Planner Job In New York, NY
Our Client is a leading investment banking firm specializing in the technology sector. We provide strategic advisory services to high-growth companies, helping them navigate complex financial transactions and achieve their business goals. They are looking for investment banking analysts and associates to join their growing team. The ideal candidate will have a strong background in the technology sector, with a particular focus on Software as a Service (SaaS) companies. This is a remote position, but candidates must be based in the New York City area.
Key Responsibilities:
Conduct financial analysis and modeling to support M&A transactions, capital raising, and other strategic initiatives.
Prepare detailed pitch books, presentations, and other marketing materials for client meetings.
Perform industry research and analysis to identify trends, opportunities, and potential clients.Assist in the execution of transactions, including due diligence, valuation, and negotiation processes.Collaborate with senior bankers and clients to develop and execute strategic plans
Qualifications:
Bachelor's degree in Finance, Economics, Business, or a related field.
At the analyst level - 1-2 years of experience in investment banking, with a focus on the technology sector.
At the associate level - 3-5 years of experience in investment banking, with a focus on the technology/software sector.
Proven track record of closing sell-side SaaS deals.
Strong financial modeling, analytical, and problem-solving skills
Excellent communication and presentation skills.
Ability to work independently and as part of a team in a fast-paced, remote environment.
Must be based in New York City.
What We Offer:
Competitive salary and performance-based bonuses.
Opportunities for professional growth and development.
A collaborative and supportive work environment.
Please Apply Now if Interested!
Analyst, Healthcare Investment Banking
Finance Planner Job In New York, NY
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.).
Financial Advisor Development Program
Finance Planner 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