Financial Associate
Prosper Peak Financial
About the job Remote Entry Level Financial Associate Are you looking for a career that allows you to make a difference in peoples lives while achieving your own personal and professional goals? Are you interested in working from home and creating your own schedule? Are you an ambitious, highly motivated individual with an entrepreneurial spirit? If so, then we have the perfect job for you! No prior experience is required as we will provide all necessary training, but it is important for you to be highly motivated in order for you to reach your full potential! The ideal candidate for this position will have excellent interpersonal and communication skills, will have a passion for educating and helping others, has a natural interest in personal financeand will want to learn and grow professionally. We are looking for US citizens , who are willing to get licensed, are professional, and are willing to work to build something for themselves with no limits instead of working a typical 9-5. This career is commission only pay and candidate must be able to pass a background check. We Offer Work from home/remote Work Part-time / full-time Growth opportunities High performance based commission pay Bonus pay possibilities Extensive free ongoing weekly & monthly training, mentorship, collaboration. Discounted licensing study and exam links to the unlicensed applicant. The key responsibilities Engage with clients to understand their financial goals and needs. Provide personalized financial solutions and recommendations based on individual circumstances. Educate clients about tax-free wealth-building strategies and life insurance products. Collaborate with team members to develop tailored financial plans. Build lasting client relationships and foster trust through transparent communication. Continuously stay updated on industry trends and financial regulations. About us Prosper Peak Financial is a privately held firm that specializes in helping families build tax-free wealth and cash flow through innovative financial strategies. Significantly increase your income while also understanding how to become a resource for families and business owners in your area. We are not just a financial services company; we are a community united by the goal of achieving financial freedom and empowerment. Our core values of integrity, education, and collaboration drive everything we do. If you think you are the right person for this career, do not hesitate to apply. We cannot wait to hear from you! #J-18808-Ljbffr
- ...RBC is hiring an Associate in Non-Traditional ABS Origination to support bankers in business development and transaction execution. You will play a key role in drafting presentations, coordinating transactions, and managing market data while collaborating with various...Suggested
$65k - $85k
...will be working to solve one of the world's most pressing issues–financial illiteracy. This position is 100% remote and provides the... ...our process. Every candidate is evaluated holistically. As an Associate, you will serve as a key contact and liaison for clients to ensure...SuggestedFull timePart timeWork experience placementRemote work$70k - $100k
...Position Summary MAG Aerospace is seeking a Financial Analyst to join its FP&A department. The position will report to the Director of... ...Independently conduct deep dive analyzes and develops efficiencies in associated work streams. Assemble, analyze and distribute monthly...SuggestedFull timeContract workPart timeWork at officeLocal area$80k - $131k
...SMBC Group is a top-tier global financial group headquartered in Tokyo with a 400-year history. The group offers a diverse range of financial... ...unusual transactions. Reporting to the FIU VP, the FIU Associate manages day‑to‑day compliance related to transaction surveillance...SuggestedInterim roleWork at officeLocal areaWork from homeWorldwide- ...representation of banks and funds in various financing transactions. The ideal candidate will manage complex transactions and provide tailored solutions to clients in a fast-paced environment. Compensation includes 12.5% of the revenue generated by associates. #J-18808-Ljbffr...SuggestedWork at office
- ...Alvarez & Marsal, a global consulting firm, invites you to join the Transaction Advisory/Financial Due Diligence team in New York. You will assist core financial due diligence, analyze financial data, and help prepare deal-oriented reports for clients. Role requires 2–...
$295k - $400k
...Brief Description: seeking a highly qualified associate with four or more years of substantive corporate finance transactions experience to join our financial services practice. Ideal candidates will have in-depth financial services experience, focusing on corporate...- ...Corporate Treasury Resolution And Recovery Financial Analytics Associate Join JPMorganChase's Corporate Treasury Resolution and Recovery Financial Analytics team as an Associate and contribute to critical capital analytics supporting the firm's regulatory planning under...Work at officeLocal area
- ...Jobot is seeking an Associate to support financial due diligence for M&A transactions on private equity and corporate deals. You will assist with financial, IT and tax due diligence, analytics and related accounting matters across industries on an investment banking platform...
- ...Cypress Financial Planning is seeking a dynamic Paraplanner to support financial planners by preparing comprehensive financial plans,... ...complete CFP certification within two years and advance to an Associate Financial Planner role serving clients through our growth channels...
$110k - $140k
Description The Public Finance Associate supports senior investment bankers in the execution of municipal financing transactions for... ...is responsible for managing transaction logistics, conducting financial analysis, and preparing client-facing materials from deal origination...Full timeH1bWork at officeLocal areaRemote workWork from homeFlexible hours- ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance...Full timeLocal area
$77k - $214k
...A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity... ...in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to...H1bLocal area- ...Overview Advanced Gynecology , a practice partner of Together Women's Health is seeking a part‑time Financial Counselor. The Financial Counselor serves as the primary contact to educate patients and community about financial assistance and charity care programs, healthcare...Part time
$60k - $128k
...Job Description Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and...Work experience placementFlexible hours$75k - $150k
...Summary The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net...- ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to FridayShift workDay shift
$74.88k - $112.32k
...Responsibilities Sell & Advise : Offer investment solutions and financial planning tailored to client goals. Client Onboarding : Guide... ...understanding of wealth products and services. Seniority level Associate Employment type Full-time Job function Finance Referrals...Full timeLocal area$62.4k - $64.35k
...alert: Date: Jul 16, 2026 Location: New York, NY, US, 10004 Company: Popular Workplace Type: On-site We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based...Full timeTemporary workPart timeSeasonal workImmediate startFlexible hours$90k - $150k
...a driven and entrepreneurial professional who excels at building relationships, uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding and servicing a book of business while contributing to a culture of accountability...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift- ..., and families to help them navigate through and secure their financial future. Who We Are Lenox Advisors is a premier wealth and insurance... ...ongoing professional development and joint work with fellow associates. Who do you need to be? A strong relationship‑builder who...Day shift
- ...At THRYVE, we believe the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential professional bonds...Work at officeFlexible hours
$75k - $100k
...Are you ready to embark on a rewarding journey as an Entry-Level Financial Consultant with our dynamic company? Join our team of driven individuals and dive into the thriving financial sector from the comfort of your own home. Ranked as the top career choice by the U.S...Full timePart timeRemote workFlexible hours- ...Financial Counselor – Job Description The role functions within the Patient Financial Services department at Albert Einstein Medical... ...customer service. Qualifications High school diploma or equivalent; associate’s or bachelor’s degree preferred. Two (2) years of experience...Temporary workWork at officeFlexible hours
- ...We are seeking an ambitious, business-minded individual to join our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families, and business owners achieve their financial goals through comprehensive planning...
- ...Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. You will receive training, mentoring and access to resources and specialists who support...
- ...We are seeking motivated, coachable, and people-focused individuals to join our growing team as Remote Financial Consultants. In this role, you will educate and guide individuals and families in making informed financial decisions by providing personalized solutions for...Remote workFlexible hours
- ...align skills and cultures. At IRI, we know that our success is directly tied to our clients’ success. Job Description Job Title: Financial Consultant Location: New York ,NY Duration: 5+ MONTHS This role is a temporary consultant position in the Finance department for ActiveHealth...Temporary work
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...- ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are... ...Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Associate. Be the first to apply!
- senior wealth advisor New York, NY
- work from home financial advisor New York, NY
- financial planner New York, NY
- financial planning associate New York, NY
- entry level financial advisor New York, NY
- associate corporate finance New York, NY
- wealth advisor New York, NY
- wealth advisor associate New York, NY
- oracle financial functional consultant New York, NY
- financial consultant New York, NY

