782 Business Development Advisor jobs in New York,NY

Citizens

Brooklyn, NY 11214

Series 7, 63, 65 (or 66) active and valid
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services
Demonstrated track record in new business development and client book management
Proven experience in a team-oriented consumer bank setting
Familiarity with servicing high-net-worth individuals
Bachelor's degree is preferred

ActionLink

New York, NY 10017

Strength and stamina: Ability to lift up to 30 lbs. and stand for extended periods of time
Reliable transportation: You will be commuting to a local Best Buy store
Tech-ready: Your smart device will handle reporting duties

Intuit

New Rochelle, NY 10802

An active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)
Active Preparer Tax Identification Number (PTIN) as required by law to file taxes
Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
Familiarity with Circular 230
Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons
Must reside within the United States
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds

BNY

New York, NY 10007

Citizens

Summit, NJ 07901

Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments