Financial Advisor Salary in New York, NY

DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 8,000 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&Ms restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients whats really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&Ms Transaction Advisory Group has an exciting opportunity to join a growing team inNew York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a targets quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target companys reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the clients valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&Ms strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelors or Masters degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&Ms benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1

OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Would you like the ability to focus on one industry sector and further become an expert for your clients?If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate in our Financial Services practice! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if:You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrowWhat you will do:Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raisedPlan and supervise the execution of all audit engagement activities Review and perform substantive testing on client's balance sheets and income statements Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gatheredLearn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programsUtilize your entrepreneurial skills to network and build strong relationships internally and with your clientsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balanceQualificationsBachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA examCPA preferred or actively pursuing completion of examTwo (2)+ years of experience providing financial statement auditing services within a Professional Services or Financial Services organizationDemonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solvingStrong leadership, project management, organizational and analytical skills, initiative, adaptabilityMicrosoft Suite skillsEligibility to work in the U.S. without sponsorship preferredAdditional InformationFor California, Colorado, New York and Washington, the compensation range for this role is $72,180 to $124,660. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Financial Planning and Analysis Specialist at Marsh McLennan Agency Private Client Services - National.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).Private Client Services National has been serving the most sophisticated affluent individuals and families in the United States for over four decades. We're not your ordinary personal lines broker or agency. We design personal insurance solutions to protect our client's wealth and safeguard the things and people they love. MMA Private Client Services offers a broad range of individual, specialty and sponsored solutions for individuals, clients, organizations, and trusted advisors.A day in the life. As our Financial Planning and Analysis (FP&A) Specialist on the Private Client Services National team, you will be responsible for collaborating with leaders and management teams, providing trusted financial and strategic advice to drive business growth and profitability. By creating, tracking and analyzing budgets, forecasts and financial results, you will develop performance insights that contribute to critical business decision making and strategic plans. The FP&A Specialist reports to the Finance Leader for Private Client Services National and is an independent individual contributor, whose work has a direct impact on the team's outcomes.Key responsibilities of the role include:Assist with the financial planning "process" at the business unit/department level, inclusive of kickoff meetings, deadlines, assumptions, data format/loads, as it applies to budgets and forecasting.Assist in the month end close process by preparing customized reports, researching general ledger activities and variances to forecast, budget and prior year.Prepare financial planning information and reports by collecting, analyzing, and summarizing data and trends.Preform variance analysis of actual spending to forecast, plan and historical level, with explanations of trends and root causes.Aid in developing management reports in collaboration with business as needed.Assist in providing support on any additional strategic/financial initiatives that are requested of the FP&A team.Ensure timely and accurate business/financial reports and plans to increase financial transparency in management reporting and business line performance.Assist with the analysis of Zones, Regions and Centers of Excellence performance and initiatives.Manage Intercompany (MMA) and affiliate shares process and reporting.Improves financial planning job knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.Our future colleagueWe'd love to meet you if your professional track record includes these skills:Bachelor's degree in accounting, business administration, or finance desiredProficiency in MS Office Suite including Excel and PowerPointExperience with accounting principles, financial reporting, forecasting budgeting and analysis across the income statement preferably.Demonstrated ability to analyze financial data, identify trends and draw insights.Ability to work effectively and collaboratively across the organization and with all levels of internal staff and management.These additional qualifications are a plus, but not required to apply:Master's degree in a related fieldFP&A experience with an insurance broker or carrierCFA or other finance designation a plusWe know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.Valuable benefits.We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.Some benefits included in this role are:Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid workCharitable contribution match programsStock purchase opportunitiesTo learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3QpcjmwFollow us on social media to meet our colleagues and see what makes us tick:https://www.instagram.com/lifeatmma/https://www.facebook.com/LifeatMMAhttps://www.linkedin.com/company/marsh-mclennan-agency/Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.The applicable base salary range for this role is $65,790 to $115,290. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.#MMAPCS

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.

DESCRIPTIONAt Amazon, we're working to be Earth's most customer-centric Company and Earth's Best Employer. To get there, we need exceptionally talented, bright, and driven people. Within AWS, the AWS Industries Migration Advisor Specialist team helps global and industry customers deliver business outcomes by migrating workloads and data centers to AWS. We work closely with our technology domain specialists, sales and marketing teams, legal & program teams, solution architects, customer solution managers, partner solution managers, professional services, and customer stakeholders to deliver cloud migrations at scale. We are seeking an experienced Cloud Migration Advisor Specialist to drive customer engagement and gain commercial commitment to migrate to AWS, coach and develop our migration go-to-market v-teams, and work with cloud specialists, industry sales directors, and account teams to deliver customer outcomes. You must be effective at leading technical sales teams and in working with customers to describe and quantify the business opportunity from migrating to the cloud, and the methodologies that have been developed to reduce risk and help customers achieve their outcomes. You should be comfortable working with cross functional global teams in dynamic organizations as the engagement model will have interdependencies with other teams within AWS. The right candidate will have experience working with enterprise customers at multiple levels of seniority on identifying, sizing, and planning large scale migrations and transformation projects and leading/developing technical solutions teams. This involves a customer-obsessed and collaborative approach, strong technical acumen to provide confidence to customers and answer their questions, an ability to engage and help customers crystallize business benefits of their migrations, and demonstrating a deep understanding of cloud solutions, and a passion for helping customers transform using cloud technologies. This role can be located in New York, NY, Seattle, WA, or San Francisco, CA.Our team is dedicated to supporting new members. We have a broad mix of experience levels and tenures, and we’re building an environment that celebrates knowledge sharing and mentorship. We care about your career growth and strive to assign projects based on what will help each team member develop into a better-rounded professional and enable them to take on more complex tasks in the future. Here at AWS, we embrace our differences. We are committed to furthering our culture of inclusion. We have twelve employee-led affinity groups, reaching 40,000 employees in over 190 chapters globally. We have innovative benefit offerings, and we host annual and ongoing learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences. Amazon’s culture of inclusion is reinforced within our 16 Leadership Principles, which remind team members to seek diverse perspectives, learn and be curious, and earn trust. Our team also puts a high value on work-life balance. Striking a healthy balance between your personal and professional life is crucial to your happiness and success here, which is why we aren’t focused on how many hours you spend at work or online. Instead, we’re happy to offer a flexible schedule so you can have a more productive and well-balanced life—both in and outside of work.Key job responsibilities• Lead a v-team that drives customer engagement to identify and create opportunities for large-scale cloud migrations to AWS, and the associated customer business outcomes.• Convey the value of the AWS Migration Acceleration Program to senior customer stakeholders.• Engage senior customer technical and business decision makers on the benefits of migrating to AWS.• Help customers make the case for change and develop business cases for migrating to AWS.• Deliver workshops that help customers assess their current state, define their future state, and develop cloud migration plans.• Build compelling proposals to help customers achieve business value from migrations, then create and deliver commercial agreements to customers.• Log and track opportunities in our sales opportunity tracking system.• Keep management updated on the status of the migration go-to-market in your assigned territory using Amazon writing mechanisms.• Oversee customer migration success post-commercial commitment.• Conduct customer briefings, present at customer and AWS events, further AWS thought leadership in the IT and business transformation domain.We are open to hiring candidates to work out of one of the following locations:New York, NY, USA | San Francisco, CA, USA | Seattle, WA, USABASIC QUALIFICATIONS- 5+ years of developing, negotiating and executing business agreements experience- 5 years of experience as a manager of customer facing roles leading large scale transformation programs or extensive customer engagements.- 10 years of relevant work experience in technology enabled consultative, delivery, solutions, or business development roles focused on enterprises.- 5 years of experience in cloud technologies – deep understanding of public and hybrid cloud platforms.- 3 years of experience developing, implementing, managing and executing field programs.- Working knowledge of software development practices and data center / infrastructure / networking technologies.PREFERRED QUALIFICATIONS- 7 years of experience as a manager of customer facing roles leading large scale transformation programs or extensive customer engagements.- 12 years of relevant work experience in technology enabled consultative, delivery, solutions, or business development roles focused on enterprises.- 10 years of experience in cloud technologies – deep understanding of public and hybrid cloud platforms.- 5 years of experience developing, implementing, managing and executing field programs.- Education- an MBA is highly valued as is a technical background with Computer Science, and/or Engineering/Math background.Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit https://www.amazon.jobs/en/disability/us.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $140,800/year in our lowest geographic market up to $262,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. Applicants should apply via our internal or external career site.

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.Key Responsibilities* Attend and engage in coaching and training led by the leadership team and established advisors.* Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.* Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.* Schedule and conduct financial planning and advice meetings with clients and client prospects.* Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.* Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.* Build a book of business as a stand-alone Ameriprise Financial advisor.* If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.* Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.Required Qualifications* 3+ years of work experience with a proven track record of success.* Have a network of personal and professional contacts within the local area that you may engage for referrals.* Showcase a background in building strong relationships and delivering superior client service.* Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.* Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.* Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.* Willingness and desire to be part of a coaching relationship and peer learning environment.* Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Base Pay Salary$52,000 - $65,478Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupSalesLine of BusinessAAG Ameriprise Advisor GroupPDN-9bd15a49-7cbc-4004-ad0e-716a0b61b660

DESCRIPTIONWould you like to be part of a cross-functional team focused on assessing the comparative costs and Return on Investment (ROI) of migrating and running applications on AWS by engaging directly with C-level executives, IT professionals and influencers at all levels? Can you take complex IT infrastructure and virtualization scenarios and simplify them down to the essentials, crafting models and financial assessments that are easy to understand and apply? Are you good at defining and quantifying business value, benefits and migration costs of improved processes and tooling? Do you have the business background, technical depth, program management, deep modeling & analytical skills and communication skills needed to help further establish Amazon as the leader in computing?As a Economics Business Value Specialist within AWS, you will help AWS Industries customers shape their strategies and IT financial models, and quantify both the cost and value benefits of running applications in the cloud. To do this, you will collaborate with AWS sales teams to engage prospective customers to share best practices finance strategies and build board-ready migration business cases. You will identify economic barriers to adoption of AWS with these customers and develop repeatable strategies to overcome these barriers. You will communicate the economic value proposition for AWS to a broad audience of Finance, Business and IT leaders. Your responsibilities will include driving ROI/economic related BD activities within AWS, supporting the AWS Sales, Marketing, BD and products teams on ROI/economic related customer engagements. You will serve as an expert resource on the financial modeling of IT applications and infrastructures and quantification of value benefits. In appropriate cases you will bring in other AWS resources as necessary to help our customers properly evaluate their IT options from an economic perspective.The ideal candidate will possess a business and IT background that enables them to drive an engagement and interact at the highest levels of startups and also large enterprises. The candidate will have the technical depth and business experience to easily communicate the economic benefits of computing to IT architects, engineering teams and C-Level executives. The ideal candidate will have a demonstrated ability to think strategically and long-term about the needs of complex global businesses. The ideal candidate will also be deeply familiar with complex legacy IT environments, with data center economics including data center migration and refresh cycles, with common enterprise virtualization environments, and be capable of creating detailed cost models for these environments. The ideal candidate will have demonstrated abilities to influence decision makers in a consultative selling approach (preferably through previous consulting, sales or similar customer experience) to progress decision making through their personal involvement with developing and presenting a compelling business case.Inclusive Team CultureHere at AWS, we embrace our differences. We are committed to furthering our culture of inclusion. We have twelve employee-led affinity groups, reaching 40,000 employees in over 190 chapters globally. We have innovative benefit offerings, and host annual and ongoing learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences. Amazon’s culture of inclusion is reinforced within our 14 Leadership Principles, which remind team members to seek diverse perspectives, learn and be curious, and earn trust. Work/Life BalanceOur team puts a high value on work-life balance. It isn’t about how many hours you spend at home or at work; it’s about the flow you establish that brings energy to both parts of your life. We believe striking the right balance between your personal and professional life is critical to life-long happiness and fulfillment. We offer flexibility in working hours and encourage you to find your own balance between your work and personal lives. Mentorship & Career Growth Our team is dedicated to supporting new members. We have a broad mix of experience levels and tenures, and we’re building an environment that celebrates knowledge sharing and mentorship. We care about your career growth and strive to assign projects based on what will help each team member develop into a better-rounded professional and enable them to take on more complex tasks in the future. Roles & Responsibilities:· Serve as a key member of the Business Development team in helping to drive AWS Marketing and Sales engagements with our customers regarding the economics of their IT infrastructure. · Work with AWS Sales, BD and Marketing teams, drive proactive of ROI/economic conversations with our customers. · Develop a standard ROI framework and dynamic analytic model to be utilized by the AWS Sales, BD and marketing teams. · Serve as a central resource for the Sales team to help our customers create appropriately detailed financial models for their current and future IT landscape. · Create a repository of Economic cases studies and conversations to share learnings with all parts of AWS. · Serve as a key source of market insights into how our customers view the economic benefit of using AWS relative to deploying applications on-premise or in traditional data centers. · Work with internal stakeholders to communicate market realities regarding the economics of running IT applications and infrastructures in the when compared to a traditional data center environment. · Prepare and present business reviews to the senior management team regarding progress and roadblocks on cost and business value related issuesWe are open to hiring candidates to work out of one of the following locations:Arlington, VA, USA | Atlanta, GA, USA | Boston, MA, USA | New York, NY, USABASIC QUALIFICATIONS- 6+ years of developing, negotiating and executing business agreements experience- 6+ years of professional or military experience- Bachelor's degree- Experience developing strategies that influence leadership decisions at the organizational level- Experience managing programs across cross functional teams, building processes and coordinating release schedulesPREFERRED QUALIFICATIONS- Experience interpreting data and making business recommendations- Experience identifying, negotiating, and executing complex legal agreementsAmazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit https://www.amazon.jobs/en/disability/us.Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $118,400/year in our lowest geographic market up to $220,200/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. Applicants should apply via our internal or external career site.

OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Would you like the ability to focus on one industry sector and further become an expert for your clients?If yes, consider joining Baker Tilly (BT) as an Audit Manager for our Asset Management team! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if:You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat you will do:Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations through:Proactively engaging with your clients throughout the year to understand business goals and challengesImplementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvementManaging all fieldwork to ensure quality service and timely delivery of resultsPlaying an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gatheredDelivering business insight through thoughtful review, analysis, and discussionAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the communityInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsQualificationsBachelor's degree in accounting required, Masters or advanced degree desiredCPA requiredFive (5)+ years' experience providing financial statement auditing services in a professional services firm desiredTwo (2)+ years' of supervisory experience, mentoring and counseling associates desiredDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.Highly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferredAdditional InformationFor California, Colorado, New York and Washington, the compensation range for this role is $86,220 to $182,770. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Berkeley Research GroupWe are a trusted advisor to leading financial services companies and banks.We work to help clients meet and execute strategies related to risk and regulation, compliance, financial crime, innovations in technology, accounting, and evolving customer experience expectations and on key issues such as the impact of LIBOR changes.Our team of experts in our Financial Institutions Advisory services practice are looking for highly energetic professionals at the management level with years of experience supporting clients. This role demands use of analytical ability and strong organizational skills to solve complex problems. The work will involve both execution and oversight of engagement work streams that may be either qualitative or quantitative in nature, and responsibilities include: business process reviews, current state assessments, developing roadmaps to improve operations, compliance or control, assisting clients with technology enablement and dashboard reporting, financial and accounting reviews, management of junior staff, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business.ResponsibilitiesWork directly with senior professionals and experts to execute various financial institution advisory projects related to consumer finance products.Functional areas of work encompass regulatory, risk and controls; finance and accounting; technology enablement; and business process optimization.Works on data intensive projects, including analytics, governance, and manipulation, to support a variety of financial risk initiatives.Plan and manage all aspects or certain aspects of client engagements depending on their size and complexity.Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions.Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting.Prioritize assignments and responsibilities in order to meet goals and deadlines.Financial Industry / Product KnowledgeMust have work experience with Financial Institutions and / or management consulting involved with the following activities is highly preferred:BankingMortgage (originators, servicers, secondary marketing, GSEs)Auto FinanceStudent LoansCommercial LoansCyber Security / Data PrivacyInsuranceFunctional CapabilitiesPrior skills or experience working in the following topical areas is highly preferred:Risk and Control Assessments;Process mapping/flows;Assessment of compliance with consumer regulations (CFPB / OCC / Federal Reserve / State Law Requirements);Business process remediation;Consumer compliance testing and financial harm analysis;Business analysts (user requirement development / user acceptance testing);Quantitative / Qualitative analysis;Valuation of financial instruments;Project / program managers.Qualifications:A Bachelor's degree in business, accounting, finance, economics, statistics, or a related field.MBA, M.A., M.S. is highly preferred;Must have six to ten (6-10) years experience in financial services, preferably with Big Four or other similar consulting firms;Strong PowerPoint presentation skills/techniques. Ability to create decks and agendas that provide robust transparency as to project status;Proven capability with MS Excel. A desire to expand those capabilities is required, as is the ability to train others to use such tools;Desire and ability to manage processes and other more junior staff, as necessary;Commitment to producing high quality analyses and attention to details;Keen interest in economic or financial analyses and research;Strong verbal and written communication skills; andAbility to travel to client sites on demand required.Salary Range: $180,000- $250,000 annually.#LI-MT1 BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesPI239791276

DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Citizens Wealth Management is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products.Private Client Financial Advisors are their clients' primary trusted advisor. In this role, they will meet with existing and prospective clients to understand their investment and lending needs. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sources to uncover and identify prospective opportunities. Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Through strong relationships with branch colleagues - within a given territory - and individual proactive outreach, they are poised to meet and exceed sales goals.ResponsibilitiesIdentify client objectives and goals; then monitor progress throughout the financial lifecycleBroaden and deepen affluent client relationships in investment, deposit, and lendingBecome a trusted advisor who earns referrals from existing clientsEngage prospects to promote and sell investment products and servicesEvaluate and analyze client financial information and dataUse planning and discovery tools to uncover perspective opportunitiesDevelop and present suitable solutions to meet client goalsPartner with other colleagues to implement solutionsQualificationsSeries 7 and 66 (65 and 63), Life Accident & Health licensesCFP or CRC preferredBachelor's degree or equivalent work experience5+ years of industry related experienceRecord of building internal partnershipsExcellent oral and written communication skillsTeam oriented with a strong work ethic and entrepreneurial spiritExperience using financial planning toolsFamiliarity with consumer lending and banking solutionsDigital literacy and experienceExperience with investment product referrals and salesKnowledgeable of regulatory requirements to ensure a sound control environmentPay TransparencyCommissioned based. Individuals in this role have historically earned between $105,000 - $250,000 per year, based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.Hours and Work ScheduleHours per Week: Work Schedule:#LI-Sourcer7Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Equal Employment OpportunityAt Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth