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Financial Consultant
Equitable Advisors, New York
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.
Managing Consultant
Eunomia Research & Consulting, New York
Managing Consultant: Private Sector Sustainability Strategy Lead - North America Hybrid - New York City, Brooklyn (In the office 3 days a week or as agreed) Salary flexible depending upon seniority - indicative range $160,000 - $190,000. Eunomia work a "nine-day two-week schedule", full time employees have a 3-day weekend every other week. About Eunomia: Eunomia Research & Consulting is an independent and ethical environmental consultancy. We are social-environmental problem-solvers and researchers with a difference. Combining real world consulting experience and deep knowledge with an active role in policy, empowers us to provide pragmatic, science-led solutions that reduce human impact on the planet. Eunomia currently has over 150+ employees worldwide, working in five offices, across three continents. We believe that together, we can harness the power of 'unwasted'. As the leading experts in our field for more than 20 years, our role is to challenge the status quo. Our incomparable expertise means we ask the right questions and dare to go where others won't. We get to the heart of the real issues impacting our clients' businesses and impacting society. We specialize in the fields of waste management, resource efficiency, circular economy, low carbon energy, marine planning, natural economy and climate change mitigation. Our team is unfailingly passionate about the future of our planet and society. That's why every day, we strive to do work that leaves our planet in a better place for the next generation. Our work on creating a regenerative circular economy is testament to this - boundary pushing and innovative beyond the norm, to deliver for planet and people. We are at the leading edge of many areas of environmental policy and have a wide Global client base, our clients include household names such as Tesco, IKEA, DHL, Coca Cola and PepsiCo, supranational, national and local government, and the NGO sector. Our desire to lead by example, and our enthusiastic and supportive team, makes Eunomia a stimulating and rewarding place to work. More information can be found on our website www.eunomia.eco or on our LinkedIn pages. Working with Eunomia will give you the opportunity to undertake innovative work with influential clients, and to question conventional wisdom where this stands in the way of environmental improvement. In your work with Eunomia, you will benefit from our approach which seeks to marry up an understanding of practical implementation, the latest academic thinking, and the leading edge of emerging policy. Summary of the Role: This is a new role within Eunomia and is a pivotal role in the company. You will have the flexibility to shape the role and the team to deliver the desired business growth working alongside our North American President. In addition to helping drive growth of the business, you will be pivotal in developing the team culture, developing junior resources, and providing leadership. You will play a key role in the overall people leadership of the US business, driving performance and a positive culture through a balance of challenge, support, and adaptability of leadership style. As the first Managing Consultant in the North America team, your specific area of focus will be to help drive forward Private Sector growth with a focus on developing our strategy consulting offering to supplement the technical advisory services that we provide. The business has a good relationship with a number of FMCG Companies, but further work is required to a) work with retailers and b) start to build out our experience with apparel brands. Eunomia are seen as policy and recycling system experts, and we would like to leverage this knowledge to grow our strategy consulting practice. The successful candidate will be a technical problem solver able to design high-level solutions, manage and build teams and develop Eunomia's client relationship management ethos. You will have strong technical understanding of relevant environmental and social governance topics in areas such as sustainable supply chains, strategy development and implementation, circular, natural or carbon economy policy and sustainability reporting. Day to day you will be developing strong commercial relationships with clients to understand their needs; developing novel creative solutions to meet them, collaboratively with a team of experts and supporting more junior members of staff to grow and deliver work to the satisfaction of the client. You will have demonstrated experience of cross-selling into existing clients and be adept at developing win themes to convert leads into successful sales. You will be responsible for the coordination of thought leadership with the support of Eunomia's marketing and communications team. You will be flexible, with a strong work ethic. You will be comfortable simultaneously leading and delivering several technical projects and bids, in line with deadlines and budgets. Highly organized, you will share our commitment to a high quality of work, as well as being able to demonstrate a personal commitment to tackling environmental and sustainability issues. Key Role Responsibilities:• Business Leadership o Providing leadership and direction to the team to ensure alignment of focus and direction with the strategic objectives of the company. o Providing inspirational leadership, coaching and development to drive performance and a positive culture across the wider US team. o Working closely with the Head of People & Change and the L&D Manager, driving big picture, commercial thinking across the team. o Working closely with other leaders across the business to integrate and ensure alignment with the broader Eunomia culture and values. • Business development: o Development and maintenance of a sales pipeline through proactive business development including setting up master services agreements. o Leading creative and collaborative development and management of a suite of offerings to take to market. o Growth of Eunomia's client network and strategic delivery partners. o Representing Eunomia at events and having a voice through social media o Managing bids including bid writing. • Client management: o Managing key clients, developing long term relationships. o Developing and embedding a relationship management ethos. • People management and development: o Line managing senior staff and their teams. o Working with Head of People to develop specific training needs. o Providing timely and constructive feedback. • Technical Leadership: o Lead projects and provide project direction. o Provide technical advice on sustainable supply chain management and sustainable business strategy. o Supporting teams to distil technical data into actionably outcomes for clients. • Reputation: o Increasing Eunomia's reputation as a dependable knowledge leading solutions provider for business in the sustainability sector. Candidate profile: • Experience of growing small teams in the sustainability sector • Extensive experience in the sustainability sector preferably with a focus on the circular economy. • Previous experience developing and growing teams and providing leadership. • Demonstrable track record of securing $1.5m+ annual sales revenue and have experience of maintaining sales pipeline. • Sustainability Consultancy experience (or a career history which is highly relatable). • Experience of working with C-Suite Executives on strategy as well as departments such as R&D, Sustainability and Procurement. • Ability to apply a system thinking approach to strategy development and solving client's problem statements. • Ability to develop and apply agile project management to project delivery. • Able to lead and enthuse technical teams and develop the next generation of critical technically oriented thinkers in this space. • In-depth knowledge of the environmental and social opportunities and challenges facing businesses, with a particular emphasis on the circular economy, and carbon economy through technical delivery experience. • Strong network of contacts and collaborators with Consumer Goods companies. • Acknowledged track record of high-profile thought leadership in circular economy and business sustainability. • Good verbal communicator, adept at building strong professional relationships. • Well-developed coaching and knowledge transfer skills. • Knowledge of sustainability accounting and reporting. Eunomia Package Benefits: • Working structure is a 9-Day Fortnight, with office closure every other Friday. • 401K retirement plan with Employer contributions up to 5% of salary, on a match funding basis after 3 months of service. • On the 1st of the month after two full calendar months of employment, you will be eligible for 100% basic and voluntary life insurance and Accidental Death and Dismemberment (AD&D) insurance benefit. • Annual allotment of 15 days of PTO, in addition to 56 hours of sick leave, 8 paid company paid holidays, and more. • Eligible for 100% employer paid medical plans on the first day of hire, and 50% employer paid for dependents. • Eunomia provides Employee Assistance Program and Travel Insurance. • Commuter Benefits. • Adoption Assistance programs. • Health Advocacy programs. • Wellbeing resources and quarterly employee Wellness stipend. • Work from Home office stipend. Eunomia embraces equal opportunity in the workplace and throughout the recruitment processes. We are committed to building a diverse and inclusive team of brilliant, exceptional individuals. We therefore welcome and enjoy receiving applications from all candidates, and do not discriminate based on age, disability, sex, gender confirmation, sexual orientation, marital status, pregnancy and maternity, religion, or belief, ethnic or national origin and race.
Senior Consultant
Arrow Search Partners, New York
About The CompanyOur client, a well-recognized business advisory and consulting firm, is looking for a Senior Consultant to join the growing team.ResponsibilitiesReview of client books and records and reconcile account balances to supporting schedulesAssist in preparation of financial statements, footnotes, checklists and necessary support for clients' Form 10-K/10-Q and quarterly earnings releasePrepare non-public company's financial statements, footnotes, and necessary supportAssist Senior Consultant, Directors and Senior Directors to maintain accounting models in ExcelResponsible for highlighting unusual relationships from basis analysis for financial statements and account balancesAssist in various projects including FP&A, IPO Readiness, and M&ARequirementsBachelor's degree in accounting3-4 years in public accountingCPASound knowledge of GAAP, SEC reporting a plusSalary Range$100,000 - $150,000