Don't have a background in Finance? That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you with industry experts ...
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help ...
... finance background to analyze business & financial information and prepare analysis and reports as needed and directed. The Ultimus FP&A team are Stewards of the business's financial performance
The VP, Financial Planning & Analysis, is responsible for overseeing all aspects of financial planning and analysis for the Ultimus Registered business. This role demands a visionary with exceptional ...
Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home ...
Provide comprehensive financial advice to clients, including investment strategies, risk management, and retirement planning. * Develop and maintain long-term relationships with clients
Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key ...
Bachelor's degree in business, finance, or related field (preferred) or equivalent experience. Experience & Skills: * 2+ years in life insurance or financial services. * Familiarity with life ...
Financial Clearance Coordinator Location: Syosset, NY Schedule: * 8-hour shift, Monday to Friday Responsibilities: * Verify insurance eligibility, benefits, co-pays, and deductible information
Bachelor's degree in Finance from a four-year college or university or five (5) to eight (8) years of related experience and/or training; or the equivalent combination of education and experience
Partner with Finance, treasury, tax, planning, and other departments to ensure alignment and integration of finance transformation initiatives. * Liaise with service providers to gain a comprehensive ...
Strong knowledge of corporate finance, accounting, and financial statements * Ability to multitask and manage time effectively * Adaptable, having the ability to transition between multiple projects ...
In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated ...
The Business Director will be responsible for managing the administrative, financial, and operational aspects of the practice. This individual will work closely with the physician-owner to improve ...
Company Description Shore Funding is a financing company located in Melville, NY. Our mission is to help small businesses succeed by providing them with the funding they need. With a wide range of ...
Operations and Administrative for a successful financial planning team. * Opportunity for long-term growth and success. Key Responsibilities: * Complete and process client applications efficiently
TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice with over $225mm AUM in Melville, NY is ...
A successful Financial Planning Practice in Hauppauge, Long Island, NY is seeking a qualified professional to join their team in the important role of full-time Sales Assistant . This position ...
Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. * FIS/IBS (Integrated Banking Solutions) preferred.
Our Client is a trusted leader in the financial services industry. They offer a variety of products designed to help individuals and businesses secure their financial futures by providing tailored ...
Procyon is a vibrant growing financial services firm with both individuals and employers as clients. We cover benefits, wealth management, tax, risk and other key areas for the firm. Procyon ...
... finance, operations, and HR. · Enforce Dynamic Protection Group Inc's processes, procedures, and policies. · Act as liaison between DPG and the customer to foster customer intimacy, including ...
Financial Highlights - Enjoy an Immediate Pay Raise and Professional Growth! $8k Guarantee Per Month for 12 months, $96k First Year, requires one new commercial account with at least 250 employees ...
As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a ...
Monthly sales incentives for financial bonuses, tickets to sporting events & concerts, etc. Officewide social events including company happy hours, bowling, BBQ's, basketball tournaments, boat ...
Partnering with a client that provides administrative, accounting and financial management services to healthcare providers. They specialize in revenue cycle management, practice management and ...
Recognizes and assists in the prevention of elder abuse, neglect, and exploitation (financial and other) and reports to appropriate sources per state regulations. * Responds to emergencies and ...
Key Responsibilities: - Analyze and review critical documents such as medical, financial, and employment records. - Craft detailed medical chronologies. - Prepare trial notebooks, exhibits, and ...
As a Tax Senior Accountant, you will be responsible for helping prepare and review financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure ...
Employee Assistance Program (mental health counseling and legal/financial advice) * Resources for continuous learning, career growth, and leadership development * Paid Time Off * Colleague Resource ...
Recently renovated triage and fast track area Benefits Financial Benefits: * Equity ownership for all full-time physicians * Industry-leading 10% company funded 401(k) * Comprehensive medical, dental ...
Manage project budgets, ensuring accurate cost tracking and compliance with financial controls. Review and approve expenditures, invoices, and claims. Lead billing, reporting, and performance reviews ...
Prior experience in any of the following areas will be strongly considered: escrow, title, real estate, financial services; * However, we are willing to train candidates with a demonstrated interest ...
Are you ready for your next best job where you can elevate your financial future? * Are you looking to grow your career with a formal career path at an established, respected, global leader? * Do you ...
Create and maintain relationships with customers that translated into improved financial success and market share growth. * Drive sales process from initial contact through strategy, proposal ...
We are looking for a skilled Director of Finance to join our team and help manage our wholesale partnerships. This role helps to manage the functions of Accounts Payable, Accounts Receivable, and General Finance. Manage the accounting function and assist with finance operations including financia...
Bachelor’s degree in Accounting/Finance. The Senior Financial Analyst will be a business oriented/business driven financial professional who utilizes their accounting/finance background to analyze business & financial information and prepare analysis and reports as needed and directed.
Work related experience should consist of an in-depth background in accounting/finance and exceptional customer service. Bachelor’s degree in Finance from a four-year college or university or five (5) to eight (8) years of related experience and/or training; or the equivalent combination of educa...
Collaborate with internal stakeholders, including finance, legal, and external auditors, to gather necessary information, resolve complex accounting issues, and ensure accurate financial disclosures. Bachelor's degree in Accounting or Finance; CPA certification preferred.
The Senior Financial Analyst will be a business oriented/business driven financial professional who utilizes their accounting/finance background to analyze business & financial information and prepare analysis and reports as needed and directed. Bachelor’s degree in Accounting/Finance.
Under the direction of the COO, the Director of Operations will be responsible for overseeing all aspects of production and operations across multiple buildings.Specific responsibilities include but are not limited to:.Operational Planning and Strategy.Develop and implement operational strategies...
Manage operational and finance controls to ensure flawless execution of processes.
Minimum of BS or BS degree in Finance, Accounting, Business Administration, Construction Management, Project Management or Engineering.