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Financial Professional Jobs in New York

Global Alliance Director - Financial And Professional Services Sector
By CBRE At New York, NY, United States
Broad experiences leading and integrating across Property/Facilities Management, Design and Construction Management, Portfolio Strategy and Execution, and Workplace Experience service lines
High level of personal credibility, customer relationship management, networking and interpersonal skills
P&L, Contract Management and Governance:
Customer Relationship Management & Development:
Manages enterprise-wide client relationships at senior levels acting as an extension of the client’s executive management team
Ensures the successful management of scope expansion & renewal activities, coordinating with Platform SMEs and Sales & Solutions team
Financial Professional Associate Jobs
By Prudential Financial At New York, NY, United States
Required Skills, Knowledge And Experience
Life-long student (seeks continued education and professional development)
Prior sales experience is a plus
College degree a plus but equivalent work/life experience will be considered. A high school diploma or GED equivalent is required
Build a loyal client base by networking, target marketing and excellent customer service
Assist existing Prudential clients through our lead generation programs
Avp, Financial And Professional Lines Treaty Underwriter
By QBE At , New York, Ny $118,000 - $178,000 a year
Bachelor's Degree or equivalent combination of education and work experience
Comply with all legal and regulatory requirements to ensure obligations are met.
Understand and comply with any reinsurance requirements to minimize risk and to deliver business plan objectives.
5 years relevant experience in Financial or Professional Lines insurance/reinsurance
Participate in the review and analysis of the Financial and Professional Lines treaty portfolio to identify progress toward business objectives.
Research and obtain market intelligence in order to enhance organizational profit goals.

Are you looking for a career that offers financial stability and growth potential? Become a Financial Professional and join a team of experts dedicated to helping clients reach their financial goals. With our comprehensive training and support, you'll have the opportunity to build a successful career and make a real difference in people's lives.

Overview Financial Professionals are responsible for providing financial advice and services to individuals, businesses, and organizations. They analyze financial data, develop financial plans, and provide advice on investments, taxes, and other financial matters. Financial Professionals must have a thorough understanding of financial markets, regulations, and economic trends. Detailed Job Description Financial Professionals are responsible for providing financial advice and services to individuals, businesses, and organizations. They analyze financial data, develop financial plans, and provide advice on investments, taxes, and other financial matters. Financial Professionals must have a thorough understanding of financial markets, regulations, and economic trends. They must be able to interpret financial data and make sound decisions. Financial Professionals must be able to communicate effectively with clients and other professionals. They must be able to explain complex financial concepts in a clear and concise manner. Job Skills Required
• Knowledge of financial markets, regulations, and economic trends
• Analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to interpret financial data
• Ability to make sound decisions
• Ability to explain complex financial concepts
• Knowledge of accounting principles
• Knowledge of tax laws and regulations
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• Master’s degree in finance, accounting, economics, or a related field
• Professional certification (e.g., CPA, CFA, etc.)
• Relevant work experience
Job Knowledge
• Knowledge of financial markets, regulations, and economic trends
• Knowledge of accounting principles
• Knowledge of tax laws and regulations
• Knowledge of financial planning and analysis
• Knowledge of investment strategies
Job Experience
• Relevant work experience in finance, accounting, economics, or a related field
• Experience in financial planning and analysis
• Experience in investment strategies
Job Responsibilities
• Analyze financial data and develop financial plans
• Provide advice on investments, taxes, and other financial matters
• Monitor financial markets and economic trends
• Prepare financial reports and statements
• Manage client portfolios
• Develop investment strategies
• Monitor client accounts and investments
• Research and analyze financial products and services