Financial Consultant Salary in State of New York, USA

Financial Consultant (Entry-Level) - Management Opportunities in 2 Years!About Equitable:Enjoy Helping People? See yourself working with high net-worth individuals? Equitable is a fortune 100 global financial services company that is committed to helping their clients secure their financial freedom! Equitable focuses on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients.Watch Video to Learn More: https://www.youtube.com/watch?v=achK_A5SX2g&t=4s&ab_channel=EquitableOur Team: We are one of the fastest growing teams in the country. All of our Advisors are nationally ranked at the top of their classes. We are an entrepreneurial group that likes to push our boundaries to make the client experience more efficientOur Advisors are also very ambitious, coachable, and well-rounded. We have a very diverse group with people from all over the world. We look to keep expanding and bringing more global-minded and ambitious people to the group. We constantly challenge ourselves to improve and learn new things.Location:New York CityCareer Description:Build client baseAcquire new clients on an ongoing basisContact clients periodically to determine if there have been changes in their financial statusProvide knowledgeable, customized financial guidanceSell financial advice such as investments, retirement planning, estate planning etc.Finance experience not necessaryApplicant should have an interest in sales and "winning" assetsAdvisors at Equitable build their book of business from the ground up with help from our training programs. This involves mostly sales in the beginning. This will require a sales and Entrepreneurial mindsetQualifications:Entry-Level or Career ChangeFinance experience not necessary - We have training programs!Ability to obtain SIE, S66, S7, and LAH (Training provided)Skills:Strong communication skillsSales/ marketing/ entrepreneurship interestA four-year college degree (preferred but not required)Results-driven, highly motivated, self-starterFuture Career Paths:Equitable has unmatched training programs. Some of the leaders on the team have education backgrounds and are committed to coaching and mentoring the next generation. Many Advisors go on to obtain professional designations such as CFP, CHFC, CLU, MBA etc. There are also management opportunities within the first 2 years!Work Authorization:(Unfortunately No visas accepted)Benefits of working with us:• Compensation you control and a complete benefits package• Personalized and comprehensive training and support• Advancement and management opportunities within 2 yearsCompensation Structures: Ambitious people want a compensation structure they control. Equitable offers 2 compensation paths either salary or commission driven. This career is uncapped because as you bring in more clients you are bringing in more money.Advisors tend to make in the low 6 figures in their early years ranging up to the $500k plus range as their business goes on. Equitable offers a complete benefits package depending on which route you select.You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.Equitable Advisors is the brand name of AXA Advisors, LLC.Career opportunities are with AXA Advisors, LLC (NY, NY 212-314-4600) member FINRA/SIPC, an Equal Opportunity Employer M/F/D/V.AXA Equitable Life is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please email.

Assist with projects that are managed by the VP of Sanctions Investigations and IntelligenceReview any returned sanctions payments that are with or without sanctions nexus Develop any typologies for sanction programs Document sensitive information Draft typology parameters for their intelligence programs Prepare any projects for senior management Assist with AD HOC return payment and complex post AD HOC payment loo back reviews MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Bachelor's degree is REQUIRED for submission 5+ years of experience within financial services, with a strong sanctions background Strong communication and writing skills CAMS is preferred but not required Mandarin is preferred but not requiredAbility to work in the office 5 daysAuthorized to work in the US

If you want to unlock your potential as a financial consultant, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico,Equitable is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.We are looking for confident, personable and driven individuals to serve as financial representatives. As an Equitable Advisors' Financial Professional, you will prospect for potential clients, both individual and corporate, and develop a practice within the financial services industry. Our most successful Financial Professionals are those who consistently build relationships and leverage them into business opportunities.Job Responsibilities: As on of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.Your basic responsibilities will include:Prospecting and networking with potential clientsClosing and executing sales transactionsServicing existing clientsAnalyzing and compiling presentationsAttending training sessions and meetingsPursuing personal and professional development via individual study and continuing education courses which can include pursuit of Certified FinancialPlanner (CFP) designationJob Requirements: As a financial professional for Equitable Advisors, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Equitable Advisors' Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative.Specific requirements for the Financial Consultant position include:2 year degreeExcellent communications skills, verbal and writtenAuthorization to work in the Unites StatesSales experience is helpful, but not requiredIf relocation required must have one of the following FINRA/Licenses L&H, S63, SIE, S7 before your first interview. We recommend the S63 which takes 1-2 weeks to complete.If local candidate, have to have at least one license acquired on their own for us to give an offer.Benefits: As an Equitable Advisors' Financial Professional, you can look forward to a robust training program, career advancement opportunities within the company, and the potential for a high income. The extensive compensation package available to eligible Financial Services Representative includes:Base pay & commission or commission & bonusHealth, dental, life and disability insurance401(k) plus employer matchStock-purchase plan, stock options and share planDeferred compensationAbout Equitable:As one of our Financial Professionals, Equitable Advisors gives you the tools you need in order to build your own base of clients. Our first-rate training programs, dedicated support staff and multitude of competitive products provide you with ample resources with which to serve your clients' financial needs.Equitable Advisors is positioned with the strength and resources to help talented people reach their potential. We continue to work together toward our shared ambition of becoming the preferred company in the industry by differentiating ourselves through the quality of our products as well as through our service and solid performance.You'd be working closely with:Austin JettFinancial Consultant1290 Avenue of the Americas, 4th FloorNew York, NY 10104Tel: 212-824-4537www.austin-jett.com [email protected] is a performance-based career and not subjected to seniority or vacancies.

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

The Challenge:We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role, you will work closely with the senior project management team to support the successful execution of technology projects in Treasury, Financial Reporting, Procurement, and other financial-related business processes. Your responsibilities will include delivering automation solutions following standard design principles, reusable modules, and best practices. Additionally, you will support all delivered products as well as existing applications, including 3rd party applications. This role offers an excellent opportunity for growth and professional development.Roles & Responsibilities:• Identify opportunities to streamline business processes by leveraging technology solutions to improve financial controls and audit requirements.• Formulate project plans including requirements gathering, testing, implementation, and migration plans.• Document and analyze the current state and identify functionality gaps in systems and/or processes.• Provide automated financial insights using trend analysis and/or AI/ML.• Configure and maintain the finance applications to meet the evolving needs of the organization, including dimensions, hierarchies, workflows, business rules, and reports.• Manage user access and security settings within multiple finance applications, ensuring appropriate permissions are granted based on role and responsibilities.• Oversee data integration processes, including data imports, exports, and integrations with other systems such as OneStream, ERP, and Treasury platforms.• Provide user support for existing financial, consolidation, and reporting applications.• Initiate and monitor the status of maintenance/service requests with outside vendors.Essential Skills & Requirements:• Bachelor's degree in information systems, Computer Science, Data Analytics, Business, Finance, or Accounting; or equivalent experience.• Experience in developing business rules, forms, workflows, cube views, dashboards, and quick views in OneStream.• Must have experience in OneStream's architecture, data integration, and security features.• Must have 5+ years of hands-on software development experience with Microsoft Access and Excel VBA.• 5+ years of experience in working on Finance projects including development, automation, and Financial Systems Administration.• 2+ years of experience with third-party systems that cover all enterprise financial operations: accounts receivable, accounts payable, general ledger, financial planning, and budgeting.• Expertise in financial system configuration, data modeling, data transformation, reporting, quality control, and data pipeline management; you will integrate and reconcile data between various financial systems.• Experience with internal and external audits and ensure regulatory compliance.• Excellent analytical/problem-solving skills.• Experience in corporate finance or supporting a corporate finance team preferred.• Experience with any of the following is a plus: SAP, Integrity, CashOptix, OneStream, Blackline, UiPath, or Alteryx.• Highly collaborative and experienced working with internal stakeholders from the C-Suite down.• Excellent written and verbal communication skills; able to translate technical matters into business language for senior stakeholders.

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

Opportunity Details Full Time Consultant I - Graph Remote Outcomes. Delivered.Voyatek, formerly GCOM Software and OnCore Consulting, delivers outcome-driven technology solutions to public sector agencies and higher education institutions nationwide. For example, our technology:Facilitates access to nutritious food for children of mothers participating in the WIC programSupports first responders in reducing opioid overdoses within their communitiesEmpowers colleges and universities to identify and thwart financial aid fraudEquips teachers with valuable insights to identify students requiring additional supportEnhances efficiency for state tax agencies, leading to 99% faster return processing and quicker refunds for taxpayersWith a focus on Tax & Revenue, Health & Human Services, and Justice & Public Safety, Voyatek combines the scale to support large complex projects with the agility and accessibility of a boutique solutions provider. Together, Voyatek and its customers work to improve population wellbeing, create safer communities, and foster a thriving economy. We're more than a technology company -- we're an outcomes company. We encourage our employees to think differently, ask tough questions, and relentlessly pursue what's best for our customers and the residents they serve. We believe that the value of technology is defined by its human impact. If you agree, you've come to the right place. Voyatek's Federal practice is seeking entry to mid-level Analytic Consultant to support ongoing project operations and proprietary software development for our federal customers. As a consultant, you will work collaboratively with clients and colleagues to solve business problems using both quantitative (e.g., data engineering, data science) and qualitative methods (e.g., process improvement, management consulting). We are actively recruiting candidates at all levels of experience, with capabilities in one or more of the following areas: program and project management, business process analysis and modeling, systems modernization, requirements analysis, digital communications, and agile development.Key Responsibilities:Responsible for meeting notes/meeting minutes and sharing with project teamsWork with various teams on project planning and scheduling individual meetings and other various support Creating detailed Jira (or similar tool/methodology) monitoring/mgmt. Creating decks/presentation materials, based on Drafting project and technical documentation (both Initiative Mgmt. Plan type materials as well as more technical content and user guides) Qualifications:Bachelor's in economics, Business Administration, Public Relations or any relevant field of study.This position requires candidates to obtain a Federal Public Trust Clearance. Being a US Citizen or a Lawful Permanent Resident is required when obtaining a Federal Public Trust Clearance. Qualified candidates must be able to comply with the Federal government's vaccine mandate. 0-2 years of professional experienceStrong technical writingDemonstrated presentation skills, power pointStrong demonstrated experience with Microsoft officeExcellent verbal and written communication skills.Strong client and team interaction skills.Critical thinker with excellent attention to detail.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions. This includes, but is not limited to, skill sets, experience and training, licensure and certifications, and geographic location. At Voyatek, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current annual range is 47,300 to $73,300.If you think you are a good fit for us, we encourage you to apply. Check out our career website for all open positions!Voyatek provides equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, ancestry, national origin, citizenship, sex or gender (including pregnancy, childbirth, and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status or domestic violence victim status, religion, age, disability, genetic information, service in the military, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Equal employment opportunity applies to all terms and conditions of employment, including recruitment and hiring, job assignment/placement, promotion, upgrading, demotion, termination, layoff, recall, transfer, leave of absence, rates of pay or other compensation, internship, and training.

This is an entry level position with potential for growth and significant client contact. The ideal candidate will be a proactive and meticulous critical thinker, willing to work long hours, as necessary. The ideal candidate must be willing and able to work independently as a "self-starter" as well as part of a collaborative team and must demonstrate leadership aspirations and capabilities as well as successes in previous leadership roles. Excellent communication skills and proficiency with Microsoft Excel are required. This position reports to the Senior Directors of Consulting, who in turn, reports to the Management Committee of Kroll Restructuring Administration. Note: This position is hybrid in our New York office. Day-to-day responsibilities: The Consultant will perform the following functions: Promptly and accurately execute noticing projects and prepare associated affidavits of service and exhibits and maintain related data. Create, import, and maintain creditor data and service lists. Input, analyze, maintain, and monitor claims data. Manage inquiry logs, including preparing and circulating inquiry logs to client and case professionals, promptly forwarding applicable escalations, and coordinating with Prime Clerk's internal communications team. Communicate effectively and professionally with counsel, advisors, production (internal and external) and internal colleagues. Essential traits: Undergraduate degree or equivalent work experience Demonstrated leadership abilities Proficiency with Microsoft Excel Strong communication skills Legal, financial or technology industry background a plus About Kroll Join the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll. In order to be considered for a position, you must formally apply via careers.kroll.com. Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability. The current salary range for this position is $42,000 to $75,000 #LI-FD1 #efinJoin the global leader in risk and financial advisory solutions-Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients' value? Your journey begins with Kroll.

Equity Staffing Group is currently staffing a Healthcare Accounting/Finance Consultant for remote work in the Maryland area. This is contract work with a Fortune 100 organization. Our client serves more than 85 million people and has a reputation for bold ideas. If you enjoy working with energetic people in a collaborative environment, we want to speak with you!Position: Healthcare Accounting/Finance ConsultantLocation: Remote/WFH/Must be Local to MarylandDuration: 8 Month contrat to start, potential for extension or conversion to FTERate: $70.00/HrStart Date: ASAPDescription: The candidate will oversee the work of two FTEs and will need to work with other cross functional teams (Provider relations, IT Reporting, compliance, etc.)This candidate will be responsible for overseeing the day to day accounting and finance activities associated with the Maryland Medicaid BH contract. This would include overseeing the weekly check write process for provider pmts, which exceeds $40 million dollars. In addition, the candidate will oversee the reconciliation of the state's bank accounts used to fund provider payments and communicate cash flow needs to the State of Maryland. In addition, there are corresponding reporting requirements related to service category spend and outstanding provider receivable balances that will be tracked on a weekly basis. Candidate will set and oversee weekly meetings with the State of Maryland to update the customer on recent trends and provider pmt activity.Skills Needed: 5+ years of accounting and/or finance experience required. Needs to have experience managing 1 or more employees. Able to navigate and sort large datasets within Excel. Able to work with cross functional teams to gather information pertaining to the State Medicaid contract. Able to clearly articulate findings to both internal management and the external customer.Any state Medicaid experience would be preferred, particularly with the state of Maryland. An understanding of multiple mix of federal and state funding requirements along with a understanding of the the behavioral health space and levels of care would be excellent.A CPA license (active or inactive) would be a plus.Hours: This position is expected to work during normal business hours within the eastern time zone and occasionally on one weekend day. Additional flexibility can be considered so long as business deliverable can be met on time.Minimum Education: Bachelor's DegreeEquity Staffing Group is one of the fastest growing Native American owned staffing companies in the United States. We are a certified Minority Business Enterprise (MBE) by the National Minority Supplier Development Council (NMSDC) and the Rocky Mountain Minority Supplier Development Council (RMMSDC).Equity Staffing Group is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Equity Staffing Group will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.We welcome you to learn more about our company by visiting www.equitystaffing.com

Offer continuous assistance and direction to the settlement operations team regarding risk management practices.Collaborate efficiently with internal stakeholders across various departments, including Compliance.Prepare concise and clear reports on risk assessments, findings, and recommendations.MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. A Bachelor's degree is a prerequisite.Possess at least 3 years of relevant experience in risk management, preferably within the financial services sector.Familiarity with pertinent financial instruments and settlement processes is essential.Proficiency in the Microsoft Office Suite, including Word, Excel, and PowerPoint, is required.Fluency in Mandarin Chinese.