✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Selden, NY
4 positions found
J
FP&A Manager (Consumer Packaged Goods, CPA/CMA req'd) - Hybrid
🏢 Jobot
Salary not disclosed
Join a mid-size firm doing sophisticated lending, real estate, and finance deals for financial institutions.
This Jobot Job is hosted by: Hunter Dahlstrom
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $165,000 - $225,000 per year
A bit about us:
We’re a business- and financial-services practice that doesn’t do fluff. At Gebhardt & Smith, we represent banks, funds, leasing companies, and commercial borrowers across the U.S. Our transaction group handles everything from syndicated credit facilities and real estate lending to SBA work, equipment financing, workouts, and restructurings.
You’ll be among attorneys who are comfortable with complexity, on tight timelines, and who value high standards. We have offices in Maryland, Delaware, and Virginia—and our footprint opens doors into banking and commercial finance clients across multiple jurisdictions.
Apply here and contact Hunter Dahlstrom directly for details at or 248.636.2434 (direct cell #)
Why join us?
Work on nationally relevant, high-stakes finance and real estate deals.
Opportunity to lead or co-lead transactional matters (not just subordinate work).
High responsibility and visibility from day one.
Clear path to equity or partner, based on performance.
Competitive benefits: healthcare, 401(k), PTO, CLE support, flexibility on hybrid/remote work (as needed by deal flow).
Collegial culture—senior attorneys are accessible, mentorship matters, your voice is heard.
Job Details
You will:
Serve as lead or key co-counsel on commercial finance, lending, and real estate transactions (construction, acquisition, development, term, mini-perm, permanent).
Draft, negotiate, and review credit agreements, security documents, intercreditor agreements, subordination, participation agreements.
Work on restructurings, workouts, collateral enforcement, foreclosures, and distressed debt matters.
Collaborate with banking clients and internal stakeholders (lenders, borrowers, funds).
Oversee junior associates, delegate tasks, and review work.
Stay current on regulatory, tax, UCC, and securities developments that impact commercial finance.
Participate in business development—cultivate relationships in the financial and lending community.
What you bring (must-haves):
4–8 years (or more) of experience in transactional banking, commercial finance, real estate lending, or related work.
Strong drafting, negotiation, and analytical skills.
Experience navigating multi-jurisdictional issues; familiarity with UCC, securities, state and federal lending law.
Excellent academic credentials and strong work ethic.
Ability to manage multiple deals, priorities, and high volume.
Comfortable interfacing with clients and taking ownership.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
This Jobot Job is hosted by: Hunter Dahlstrom
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $165,000 - $225,000 per year
A bit about us:
We’re a business- and financial-services practice that doesn’t do fluff. At Gebhardt & Smith, we represent banks, funds, leasing companies, and commercial borrowers across the U.S. Our transaction group handles everything from syndicated credit facilities and real estate lending to SBA work, equipment financing, workouts, and restructurings.
You’ll be among attorneys who are comfortable with complexity, on tight timelines, and who value high standards. We have offices in Maryland, Delaware, and Virginia—and our footprint opens doors into banking and commercial finance clients across multiple jurisdictions.
Apply here and contact Hunter Dahlstrom directly for details at or 248.636.2434 (direct cell #)
Why join us?
Work on nationally relevant, high-stakes finance and real estate deals.
Opportunity to lead or co-lead transactional matters (not just subordinate work).
High responsibility and visibility from day one.
Clear path to equity or partner, based on performance.
Competitive benefits: healthcare, 401(k), PTO, CLE support, flexibility on hybrid/remote work (as needed by deal flow).
Collegial culture—senior attorneys are accessible, mentorship matters, your voice is heard.
Job Details
You will:
Serve as lead or key co-counsel on commercial finance, lending, and real estate transactions (construction, acquisition, development, term, mini-perm, permanent).
Draft, negotiate, and review credit agreements, security documents, intercreditor agreements, subordination, participation agreements.
Work on restructurings, workouts, collateral enforcement, foreclosures, and distressed debt matters.
Collaborate with banking clients and internal stakeholders (lenders, borrowers, funds).
Oversee junior associates, delegate tasks, and review work.
Stay current on regulatory, tax, UCC, and securities developments that impact commercial finance.
Participate in business development—cultivate relationships in the financial and lending community.
What you bring (must-haves):
4–8 years (or more) of experience in transactional banking, commercial finance, real estate lending, or related work.
Strong drafting, negotiation, and analytical skills.
Experience navigating multi-jurisdictional issues; familiarity with UCC, securities, state and federal lending law.
Excellent academic credentials and strong work ethic.
Ability to manage multiple deals, priorities, and high volume.
Comfortable interfacing with clients and taking ownership.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
F
Financial Tips Evaluator (Remote)
$29 per hour - monthly
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
J
Leasing Agent
🏢 Jobot
Salary not disclosed
Property Management Corp is Seeking a Full Time Leasing Agent for Their Office East Patchogue.
Tues-Sat 8 Hour Days.
Benefits.
Opportunity for Growth This Jobot Job is hosted by: Adam Cejnowski Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $50,000
- $50,000 per year A bit about us: Growing Landlord Tenant Property Management Company on Long Island is Seeking a Full time Leasing Agent.
We are a 30 year real Estate Management Company looking for career driven professionals to join our team.
Immediate Hire for New Location Why join us? 10 Federal Holidays Great Benefits Huge Opportunity for Growth Quick Hiring process If you would like more information about this position please email a confidential resume to or call 949.996.8921 Job Details $50 bonus per unit rented Tuesday thru Saturday 8 hour days No Sundays Must have MS Suites experience Customer Service background Spanish speaking is a plus Immediate Hire 9am Start Salary is $40,000 If you would like more information about this position please email a confidential resume to or call 949.996.8921 Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Tues-Sat 8 Hour Days.
Benefits.
Opportunity for Growth This Jobot Job is hosted by: Adam Cejnowski Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $50,000
- $50,000 per year A bit about us: Growing Landlord Tenant Property Management Company on Long Island is Seeking a Full time Leasing Agent.
We are a 30 year real Estate Management Company looking for career driven professionals to join our team.
Immediate Hire for New Location Why join us? 10 Federal Holidays Great Benefits Huge Opportunity for Growth Quick Hiring process If you would like more information about this position please email a confidential resume to or call 949.996.8921 Job Details $50 bonus per unit rented Tuesday thru Saturday 8 hour days No Sundays Must have MS Suites experience Customer Service background Spanish speaking is a plus Immediate Hire 9am Start Salary is $40,000 If you would like more information about this position please email a confidential resume to or call 949.996.8921 Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
R
Client Services Associate
Salary not disclosed
Relationship Manager - Series 65 Required
Wealth Management | On-Site | Hauppauge, NY
Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint.
This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA.
This is a full-time, on-site W-2 position based in Hauppauge, NY.
Role Overview
The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency.
This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients.
Key Responsibilities
- Deliver white-glove service to clients with speed, accuracy, and professionalism
- Prepare for client meetings and proposals with exceptional attention to detail
- Draft and manage client communications via email, phone, and written correspondence
- Participate in client meetings, document notes (with AI support), and manage follow-ups
- Gather and organize information to support comprehensive financial planning
- Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.)
- Maintain meticulous CRM documentation of all client communications, tasks, and appointments
- Assist with account maintenance, asset allocations, and quarterly reporting
- Serve as the first line of response for client inquiries across email and phone
- Build and deepen client relationships with empathy, connection, and professionalism
- Partner with operations to proactively resolve custodial issues and escalate when appropriate
- Adhere to all firm and industry supervisory and compliance requirements
- Participate in firm meetings, training, client events, and continuing education
- Support additional service-related responsibilities as required
Candidate Profile
- Service-oriented with a genuine interest in caring for clients
- Exceptionally organized, dependable, and detail-oriented
- Calm, professional, and effective in a fast-paced environment
- Process-driven with strong ownership and accountability
- Excellent time management and multitasking capabilities
- Comfortable using CRM and workflow tools (Salesforce preferred)
- Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks
- 3–5 years of experience in financial services (RIA experience strongly preferred)
- Strong working knowledge of Schwab custodial operations
- Open to learning and adopting new technology as systems evolve
Licensing & Education
- Series 65 required
- Bachelor’s degree strongly preferred
- CFP® certification or desire to pursue
- Strong understanding of client confidentiality and discretion
- Clean U-4 and U-5 history
Reporting & Collaboration
- Reports to: Lead Advisor
- Functional Area: Client Success / Operations
- Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers
Compensation & Benefits
- Base Salary: $70,000 – $90,000
- Bonus: Performance-based, tied to individual and firm objectives
- Employment Type: Full-time W-2
- Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits
- Career Development: Clear progression and professional growth opportunities
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