9,931 Wall Street jobs in the United States

Personal Trainer, Wall Street

10060 Chelsea, New York Equinox

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Job Description

Job Description

What makes Personal Training with Equinox stand out?

Equinox is proudly recognized as the industry leader in Personal Training expertise, with the first in-house education of its kind through the Equinox Fitness Training Institute. For over twenty years EFTI has elevated our trainers to design comprehensive client fitness programs that are safe, effective and results driven. We are dedicated to the professional performance of our team and compensate our trainers for their education time.

Equinox offers the highest compensation structure in the industry, with an earning potential of $100K+. In addition, Equinox offers all trainers a competitive benefits package including medical, dental and retirement planning options.

PRIMARY RESPONSIBILITIES AS A MEMBER OF OUR TEAM TO LEARN AND EXECUTE

PT Business Management

  • Build and maintain an active client base
  • Manage and maintain an accurate schedule, inclusive of client appointments, meetings, and open availability within our internal scheduling systems
  • Market and sell personal training programs to members and/or clients through phone calls, emails, and in-person interactions
  • Maintain knowledge of all club services, programs, and products

Service and Hospitality

  • Execute fitness assessments, guided workouts, and other complimentary services for members
  • Interact with members to enhance their workouts and overall club experience
  • Create and coach personalized programs for both in-person and virtual clients
  • Maintain an organized and safe fitness floor during shifts and sessions

Professional Development

  • Attend Continuing Education classes to elevate knowledge and qualify for promotions
  • Attend and participate in any required one-on-one or team meetings with management personalized programs

Qualifications
  • Current Personal Training certification or willingness to obtain one through certification reimbursement program.
    • Eligibility to begin a higher Tier & pay rate based on previous experience and education (Degree in the field)
  • Current CPR/AED certification
    • Certification opportunities available for non-certified applicants
  • Possess passion, ambition, drive, and knowledge regarding fitness
  • Ability to work in-person during weekdays/weekends
  • Strong verbal and written communication skills
  • Effective time management and organizational skills
  • Basic computer and technology skills
  • Energetic, friendly, punctual, and respectful

AS A PERSONAL TRAINER OF THE EQUINOX TEAM YOU WILL RECEIVE:

  • Compensation for time spent in internal education to support your growth as a Personal Trainer and professional
  • Premier facilities with functional training areas, top-of-the-line strength and cardio equipment, and more
  • Access to our company discounts with various certifying bodies and countless seminars/workshops for CEU credits
  • Bonus opportunities for eligible trainers such as, but not limited to: New Trainer Bonus, Tri Annual Incentive Bonus, Senior Trainer Annual Bonus, and Member Referral Bonus
  • Access to Medical, Dental, Vision, and 401k benefits within the first month of employment
  • Pathway to management opportunities via our in-house Manager-In-Training program.
  • One of the highest and most competitive compensation plans in the industry with an earning potential of over $00K

Pay Transparency: 39.50- 94.00/per session; 16.50/hr (non-session work); ability to earn additional incentive bonuses


Additional Information

AS A MEMBER OF THE EQUINOX TEAM YOU WILL RECEIVE:

  • We offer competitive salary, benefits, and industry leading commission opportunities for club employees
  • Complimentary Club membership
  • Perks and incentives with our products and services including Personal Training, Pilates, Spa and Shop

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department.

Equinox is an equal opportunity employer. For more information regarding our career opportunities, please visit one of our clubs or our website at

All your information will be kept confidential according to EEO guidelines. Must have a legal right to work in the United States

PandoLogic. Category:Sports, Keywords:Personal Trainer, Location:New York, NY-10060
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Branch Security Officer- Wall Street

10176 New York, New York Tiffany & Co.

Posted 13 days ago

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Job Description

**Overview**
At Tiffany, we expect our employees to deliver the Tiffany Experience to each customer and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. For us, it is a dream to be associated with a company that is forever aligned with exquisite craftsmanship, timeless design, and a dedicated commitment to corporate sustainability.
The Brand Security Officer must be able to think strategically while also being hands-on in overseeing the day-to-day execution of the agreed upon strategy with a focus on clients, people and brand desirability. They will be open and approachable and will work with both the central team and the local teams in a transparent, united and mutually supportive manner. They must model and champion our core belief; People Make the Difference and our values; Be Creative & Innovative, Deliver Excellence and Cultivate an Entrepreneurial Spirit.
**Key Accountabilities**
**Security Controls and Operations: **
+ Provide exceptional security and operations support to drive sales and service.
+ Partner with Senior Security Officer and Management to deter theft, report missing assets, respond to emergency situations and implement Incident Management Programs procedures.
+ Ensure security systems and procedures are adhered to by following up on daily inspections, equipment, alarm tests, inspections, key access, and report submissions.
+ Carry out operations tasks including opening and closing procedures. Assist with facilities repairs and communicate with store team.
+ Cover both security and back of house operations and controls. 
**Sales: **
+ Provide a positive Tiffany experience from beginning to end for each client.
+ Deepen the relationship with our clients to drive lifetime dedication and spend.
+ Act as a Tiffany ambassador and carry out store operations to support the store in consistently achieving sales plan.
**Service: **
+ Elevate in store experience consistently delivering memorable moments.
+ Demonstrate passion as a Tiffany brand ambassador during every customer interaction. Demonstrate Client Experience Behaviors identified within the NPS program.
+ Implement standard processes by optimizing hospitality and store amenities to create unique experiences and act on NPS scores and client feedback.
+ Carry out operations tasks including opening and closing procedures. Assist with facilities repairs and connect with store team.
**Qualifications**
**Required**
+ High School Graduate.
+ Basic computer skills.
+ Ability to work retail store hours as necessary, including nights, weekends, and holidays.
+ Authorization to work in the United States or in the country where the position is based
**Preferred**
+ Experience in a retail/security environment.
+ 1-year prior experience in a security related position.
The hiring range for this position ranges from $22.19 - $30.02 an hour. The rate of pay offered will be dependent upon candidates' relevant skills and experience.
**Job Identification** : 61904
**Job Category:** : Retail
**Assignment Category** : Regular Full-time
**Remote Positions** : No
**Professional Experience** : Minimum 3 Years
Equal Opportunity Employer
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Seasonal Sales Support - Wall Street

10176 New York, New York Tiffany & Co.

Posted 13 days ago

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Job Description

Tiffany & Co. **Seasonal Team Members** hold the critical position of embodying the Tiffany brand in each and every Client interaction during the holiday season. Our seasonal Team Members are excellent communicators and positive brand ambassadors, helping to convey memorable experiences for our clients. Their passion for Tiffany is conveyed in every Client interaction. We welcome you to be a part of the next generation luxury jeweler where we create legendary beauty with freedom, wit and joy.
**As a Seasonal Team Member, you will:**
+ Be an effective brand ambassador, ensuring Clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Tiffany brand.
+ Improve the Client experience with hospitality and store amenities to build personalized experiences with the goal of positively impacting both sales and service.
+ Assist with engraving station where applicable.
+ Accurately lead floor waiting list if applicable.
+ Ensure hospitality area is fully stocked, orderly and clean.
+ Communicate with management any potential service issues with waiting clients.
+ Assist sales team with boxing and wrapping items, replenishing POS and gifting supplies, keeping all POS stations and sales floor areas neat and organized and performing all POS functions after a client's purchase decision is finalized.
+ Assist operations team with operational policies and procedures and after sales servicing to ensure store operations run optimally.
+ Assist with inventory and special projects as needed.
**Experience Required:**
+ Ability to work non-traditional business hours including nights, weekends and holidays.
+ Previous retail or luxury retail or Client related experience (i.e. hospitality, etc.).
+ Strong communication skills, both verbal and written, Client service skills and the ability to prioritize while balancing multiple tasks is required.
+ Capability to work with a diverse client base.
+ Ability to work in a fast-paced, changing environment.
+ Authorization to work in the United States or in the country where the position is based.
The hiring range for this position ranges from $22.19 - $30.02 an hour. The rate of pay offered will be dependent upon candidates' relevant skills and experience.
**Job Identification** : 61837
**Job Category:** : Retail
**Assignment Category** : Seasonal Full-time
**Remote Positions** : No
**Professional Experience** : Beginner
Equal Opportunity Employer
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Temporary Seasonal Sales Support Associate, Wall Street

10001 New York, New York Hermes

Posted 26 days ago

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Job Description

Permanent
The Opportunity:

The Temporary Seasonal Sales Support Associate provides clerical support for both front and back of house operations in the Hermès boutique.

All other duties as assigned by the supervisor.

About the Role:

  • Consistently provide high levels of service to our clients within the Hermès standard of service: prompt and friendly greeting, offer to assist and answer questions, and assistance with wrapping and packaging at point of sale.
  • Support the sales team with selling process; hanging merchandise, returning merchandise to floor, retrieving stock, physical preparation of stock room.
  • Organize and prioritize work station and selling floor to support the sales effort ensure all items ( bags, boxes, note cards, ribbons, stationary and the like) are stocked at all times, maintain selling floor merchandise standards, straightening, filling in, etc.
  • Support Client Service, Concierge, Doorperson, and Greeter/Host activities.
  • Support of After Sales areas as needed. Logging in repairs, contacting clients, maintain active records.
  • Answering phones in a timely manner and exhibiting friendly and appropriate customer service.

About You:

  • Strong communication skills.
  • Customer Service oriented.
  • Detail oriented.
  • Strong organizational skills.
  • Computer skills: Microsoft Office.
  • Ability to handle difficult situations with grace, compassion and composure.
  • Ability to lift between 0-25 lbs. without assistance.

The hourly range for this position is $20.00 - $21.00. Actual rates determined based on the job, location, and individual experience.

We are looking for a candidate that has a combination of the above attributes and can perform the key functions of the role with or without reasonable accommodations.

Company Overview:

Since 1837, Hermès has remained faithful to its artisan business model and humanist values. We place people at the heart of what we do and aspire to make a positive impact on the world. The freedom to create, the constant search for beautiful materials, the transmission of a savoir-faire of excellence and the aesthetic of functionality define the singularity of Hermès, a house dedicated to making highly-crafted, beautiful objects made to stand the test of time.

An independent, family-owned company, Hermès is dedicated to keeping production in France through its 42 workshops, The Hermès organization is also a truly global community with a network of 310 stores in 49 countries. Hermès employs more than 15,000 people worldwide with over 6,000 of the workforce being Hermès craftspeople engaged in making artisanal products, nurturing a 180+ year tradition of creativity and innovation.

At Hermès, our actions for sustainable development and corporate social responsibility are founded in values passed down by generations of humble artisans who have shaped the story of our house and the integrity of our objects. The roots of Hermès' success and longevity lie in a sense of responsibility; a quest for authenticity and respect for time and preservation of natural resources. All at Hermès wish to leave a positive footprint on the world, a mission that's at the heart of our commitment to progress. This narrative can be experienced in a series of shorts films "Footsteps Across the World" available on our website. Link here .

Our Commitment:

Family is at the heart of Hermès. At Hermès of Paris, we are committed to being a Maison for All, a home where we make efforts to generate, support and advance the values of diversity, inclusion and family both within our own walls and in the wider world. At Hermès of Paris we look to create a diverse workforce of talented and unique individuals with different backgrounds, skillsets and worldviews that will enrich our Hermès of Paris family. We support our individual team members personal and professional success through a culture that values equality, individuality and fairness and through an environment where individuals can thrive and feel comfortable being their authentic selves. Beyond the walls of our Maison, we advance our DIF values through the work that we do in partnership with our community and non-profit partners.

At Hermès of Paris, we are proud to be an equal opportunity workplace. It is the policy of Hermès of Paris, Inc. that applicants for employment are recruited, selected and hired on the basis of individual merit and ability with respect to positions being filled and potential for promotion or transfer which may be expected to develop. Applicants are recruited, selected and hired without discrimination because of race, color, religion, sex, age, national origin, disability, genetic information, sexual orientation, citizenship, military or veteran status or any other basis prohibited by applicable law. In addition, personnel procedures and practices with regard to training, promotion, transfer, compensation, demotion, lay off or termination are to be administered with due regard to job performance, experience and qualifications, but without discrimination because of race, color, religion, sex, age, national origin, disability, genetic information, sexual orientation, citizenship, military or veteran status or any other basis prohibited by applicable law. Hermès of Paris, Inc. also provides reasonable accommodations to qualified individuals with disabilities, in accordance with applicable laws.

We collect personal information (PI) from you in connection with your application for employment with Hermes, including the following categories of PI: identifiers, personal records, commercial information, professional or employment information, non-public education records, and inferences drawn from your PI. We collect your PI for our purposes, including performing services and operations related to your potential employment. For additional details or if you have questions, contact us at Please do not submit resumes or applications to this email address."Créateur, artisan et marchand d'objets de haute qualité, Hermès est, depuis 1837, une maison française, familiale et indépendante qui emploie près de 25 185 collaborateurs dans le monde. Animé par un esprit d'entreprendre continu et une exigence constante, Hermès cultive la liberté et l'autonomie de chacun grâce à un management responsable. L'entreprise perpétue la transmission de savoir-faire d'exception par un ancrage territorial fort dans le respect des hommes et de la nature - source de matières d'exception. Seize métiers artisanaux irriguent la créativité de la maison dont les collections rayonnent dans près 300 magasins dans le monde."

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Wall Street Office Business Analyst - Bank Loans WSO

02298 Boston, Massachusetts The Ceres Group

Posted 1 day ago

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Job Description

Position summary
Excellent environment to work in supporting an expanding global firm.As a business analyst you will use requirements to drive the design, review test cases, process change requests and perform or manage acceptance testing. You must be able to communicate with all areas of the company and work with both technical and non-technical people across geographical regions.

Duties & accountabilities
Take a lead role in the business case research and documentation
Elicit and effectively document functional requirements using client interviews, internal stakeholder feedback, requirements workshops, surveys, market research, use cases, scenarios, and workflow analysis
Translate and simplify requirements for other team members
Drive a solution set across development and QA teams that aren't in your formal reporting linesBusiness competencies

Education and experience

  • Bachelor's Degree required
  • 5+ years of experience with bank loan workflows in and out of OMS(Markit Wall Street Office(WSO) preferred)
  • Knowledgeable in Agile Software Development required
  • Experience with Wall Street Office software a plus
  • Business System Analyst experience required(SQL)
  • Strong presentation skills
Personal competencies
  • Be a self-starter
  • Excellent verbal and written communication skills and possess the ability to interact professionally with a diverse group of people
  • Must be a talented team player

#LI-MG1
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VP, Financial Consultant - New York, NY (Wall Street)

10176 New York, New York Charles Schwab

Posted 13 days ago

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Job Description

**Your opportunity**
**I** **n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.**
Investment Professionals' Compensation | Charles Schwab ( Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._  
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. 
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
**What you have**
**Required Qualifications:**
+ A valid and active FINRA Series 7 license required  
+ Obtaining or acquiringFINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.  
**Preferred Qualifications:**
+ Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.  
+ Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.  
+ Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
+ Ability to adapt and implement change as the market and business conditions evolve  
+ Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
+ Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
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VP, Financial Consultant - New York, NY (Wall Street)

10261 New York, New York Charles Schwab

Posted 1 day ago

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Job Description

Position Type: Regular
Your opportunity

I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Schwab's branch team is at the heart of our firm's commitment tohelping clients own their financial futures. In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You'll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
  • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
  • Ability to adapt and implement change as the market and business conditions evolve
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
  • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
PDN-a00be382-50b8-49c7-853e- db08
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Accounting & HR Coordinator-Hyatt Centric Wall Street, New York, NY

10261 New York, New York Blue Sky Hospitality Solutions

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Accounting & HR Coordinator

The Accounting & HR Coordinator plays a key role in supporting both the Finance and Human Resources departments. This dual-role position is responsible for performing day-to-day accounting functions such as invoice processing, reconciliations, and payroll support, as well as HR-related duties including onboarding, employee record management, and compliance. The ideal candidate is detail-oriented, organized, and able to handle sensitive information with discretion.

Essential Duties & Responsibilities Accounting Responsibilities
  • Process and code invoices in accordance with corporate policies and timelines.
  • Prepare daily bank deposits and reconcile cash and credit card transactions.
  • Assist with month-end closing, journal entries, and account reconciliations.
  • Monitor accounts payable and ensure timely vendor payments.
  • Assist in maintaining financial records and documentation.
  • Support payroll processing by reviewing timecards and liaising with the payroll provider.
  • Assist with internal and external audits as needed.
HR Responsibilities
  • Coordinate the onboarding process including background checks, new hire paperwork, and system setup.
  • Maintain accurate and up-to-date employee records, both physical and digital.
  • Assist with benefits enrollment, employee status changes, and HRIS data entry.
  • Support employee engagement activities, communications, and recognition programs.
  • Ensure compliance with federal, state, and local employment laws and Hyatt brand standards.
  • Assist in coordinating employee training, performance evaluations, and disciplinary processes.
  • Respond to employee inquiries regarding payroll, benefits, and policies.
Qualifications
  • Bachelor's degree in Accounting, Human Resources, or a related field preferred.
  • Minimum 2 years of experience in an accounting or HR support role; hospitality experience a plus.
  • Knowledge of ADP, HRIS platforms, and accounting systems preferred.
  • Strong proficiency in Microsoft Excel, Word, and Outlook.
  • High level of confidentiality and professionalism.
  • Strong interpersonal and communication skills.
  • Ability to multitask and meet deadlines in a fast-paced environment.
Working Conditions
  • Office setting within the hotel property.
  • Regular interaction with hotel leadership and line-level associates.
  • May require occasional weekend or holiday availability depending on business needs.
Benefits
  • Competitive salary commensurate with experience
  • Full benefits package (health, dental, vision, 401(k), paid time off)
  • Hyatt travel discounts and perks
  • Opportunities for career growth within the Hyatt brand

Be part of the team behind one of Lower Manhattan's most iconic lifestyle hotels. If you are a trusted HR professional with a strong accounting background, apply today and help us build a workplace and business operation that thrives.

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VP, Financial Consultant - New York, NY (Wall Street) (NEW YORK)

10261 New York, New York Charles Schwab

Posted today

Job Viewed

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Job Description

full time
Position Type: Regular
Your opportunity

I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwab's branch team is at the heart of our firm's commitment tohelping clients own their financial futures. In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You'll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
  • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
  • Ability to adapt and implement change as the market and business conditions evolve
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
  • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
PDN-a00be382-50b8-49c7-853e- db08
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Financial Services

Atlanta, Georgia The ALZ Group LLC

Posted today

Job Viewed

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Job Description

Job Description

Job Description

Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.

Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.


What Does an Investment Advisor Representative Do?

As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.


Your role will also involve:

  • Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
  • Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
  • Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.


Qualifications

  • No prior experience is necessary; however, a strong desire to learn and succeed is essential.
  • Excellent communication and interpersonal skills.
  • Self-motivated with a positive attitude.
  • Ability to work independently as well as part of a team.
  • Strong interpersonal skills with the ability to communicate complex information clearly.
  • High level of persistence and resilience in overcoming objections.
  • A passion for helping others achieve peace of mind through financial security.


Benefits

  • Competitive salary with performance-based bonuses.
  • Monthly performance bonuses based.
  • Stock awards.
  • An opportunity to earn agency ownership.
  • Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)


If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

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