Financial Consultant - Healthcare

Full-time

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.

This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.

During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay.

After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.

e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.

All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

  • Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
  • Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
  • Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
  • Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
  • Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
  • Develops and maintains strong relationship with Institutional Plan Sponsors.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator : Series 7; Series 63

Licenses and Certifications

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

Physical Requirements : Sedentary Work

Career Level

LI-KR1

Related Skills

Base Pay Range : $31.37 / hr. - $50.53 / hr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.

That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.

Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity / Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team :

Phone : (800) 842-2755

Email : [email protected]

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

For Applicants of Greenwood residing in Brazil (English), click here.

For Applicants of Greenwood residing in Brazil (Portuguese), click here.

For Applicants of Westchester residing in Brazil (English), click here.

For Applicants of Westchester residing in Brazil (Portuguese), click here.

Apply Now

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Financial Consultant - Healthcare

TIAA New York, NY
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The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services.

This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.

During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt - meaning you will be paid on an hourly basis and eligible for overtime pay.

After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.

e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.

All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

  • Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
  • Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
  • Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
  • Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
  • Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
  • Develops and maintains strong relationship with Institutional Plan Sponsors.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator : Series 7; Series 63

Licenses and Certifications

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

Physical Requirements : Sedentary Work

Career Level

LI-KR1

Related Skills

Base Pay Range : $31.37 / hr. - $50.53 / hr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates.

That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.

Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity / Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team :

Phone : (800) 842-2755

Email : [email protected]

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

For Applicants of Greenwood residing in Brazil (English), click here.

For Applicants of Greenwood residing in Brazil (Portuguese), click here.

For Applicants of Westchester residing in Brazil (English), click here.

For Applicants of Westchester residing in Brazil (Portuguese), click here.

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Lewis Brisbois offers legal practice in more than 40 specialties, and a multitude of sub-specialties. Our attorneys have broad knowledge, experience, and sensitivity to our clients’ unique needs.

Through interaction among our practice groups, Lewis Brisbois provides a wide range of legal services to each client with a continuity of representation across multiple disciplines.

We have built longstanding relationships with corporate and institutional clients based on our ability to provide comprehensive service on a national scale.

With over 50 offices across the nation, our attorneys reflect the communities in which they live. Lewis Brisbois' culture has fostered a diverse group of professionals committed to promoting the best interests of our clients, our communities, and the legal profession.

We support diversity in communities across the nation through new and ongoing relationships with minority and women-owned businesses.

We offer competitive compensation and in addition, Lewis Brisbois offers a range of benefits including medical, dental, life insurance, 401k with employer contribution, PTO for eligible classifications and a bonus for those who exceed their minimum hourly requirements.

We also offer excellent opportunities for growth and advancement while working with a collaborate team.

Responsibilities

Job Requirements :

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Executive assistant

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Job description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!

CohnReznick currently has an exciting career opportunity to join our Advisory Team Healthcare Executive Assistant. This position is located near one of listed EST offices New York, Parsippany, Holmdel, Boston, Bethesda, Baltimore and Tysons and Charlotte offices.

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All full time or part time CR team members are offered a home office stipend upon onboarding to help them get setup at home.

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After reviewing this job posting, are you hesitating to apply because you don’t meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification.

At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply.

You may be just the right candidate for this or one of our other roles.

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Associate, Healthcare

HSBC New York, NY
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Our purpose Opening up a world of opportunity explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers.

We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world for our customers, our people, our investors, our communities and the planet we all share.

In investment banking we offer financial and advisory solutions that support critical strategic events in a company’s evolution ( an acquisition, divestiture or an IPO) and / or where our clients wish to raise funds from investors in the capital or loan markets to support their operations and fund growth ( a bond issuance or equity raise).

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For this role, HSBC targets a fixed pay range between $150, and $200,

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing / certification requirements, internal relativity, and specific work location.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits.

Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a bonus ). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

Requirements

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the as HSBC will not engage in immigration sponsorship for this position.

  • Relevant investment banking experience within the Healthcare industry.
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As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.

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We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

wayup

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Permanent
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Healthcare specialist

Cintas New York, NY
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Job Description

Cintas is seeking a Healthcare Apparel Specialist to manage and grow an existing portfolio and prospect new accounts for top, high end and complex Healthcare customers.

Apparel Specialist will represent Cintas Apparel Solutions and coordinate all Healthcare Sales activities in a multi-state territory.

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conducting training on Healthcare topics; and meeting with customers throughout multi-state territory.

Skills / Qualifications

Required

  • Valid drivers license
  • Experience managing a portfolio of accounts
  • Experience in strategic customer sales situations with high-level decision makers
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  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) and internet / intranet

Preferred

  • Bachelor's Degree
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  • Experience merchandising apparel

Cintas offers comprehensive and competitive medical, dental and vision benefits, featuring employee health care premiums that are 30% lower than the national average for our industry.

One of our medical plan options is even offered at zero cost to our partners. Additionally, our employee-partners enjoy :

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  • 401(k) / Profit Sharing / Employee Stock Ownership Program
  • Disability and Life Insurance Packages
  • Paid Time Off and Holidays
  • Career Advancement Opportunities

Compensation This compensation information is a good faith estimate and provided in accordance with New York local city or state law.

Similar positions located outside of this jurisdiction may not necessarily receive the same compensation. The base salary generally ranges between $88,877.

00 / Year - $112,850.00 / Year. This range is an estimate based on an applicant’s skills and experience.

Headquartered in Cincinnati, Cintas is a publicly held company traded over the Nasdaq Global Select Market under the symbol CTAS and is a component of both the Standard & Poor’s 500 Index and Nasdaq-100 Index.

Cintas Corporation helps more than 900,000 businesses of all types and sizes get READY™ to open their doors with confidence every day by providing a wide range of products and services that enhance our customers’ image and help keep their facilities and employees clean, safe and looking their best.

With products and services including uniforms, mats, mops, restroom supplies, first aid and safety products, fire extinguishers and testing, and safety and compliance training, Cintas helps customers get Ready for the Workday®.

To support our growth across North America, we’re seeking driven professionals with ambition to move up within our company.

Our professional culture, our dedication to our employee-partners and limitless career opportunities these are just a few benefits we’re proud to offer.

Our employee-partners know every job is critical, and that teamwork drives innovation. Let’s talk about how you’ll fit into our team and how your hard work will be recognized through competitive pay, world-class benefits and ongoing career development.

Are you Ready™ for limitless opportunities at Cintas?

Cintas Corporation is an EEO / Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Job Category : Sales

Organization : Global Accounts

Employee Status : Regular

Schedule : Full Time

Shift : 1st Shift

Full-time
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