Banking consultant jobs in Uniondale, New YorkCreate job alerts

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment), • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: • 2 years of experience in the financial services industry, • Ability to leverage Business development experience, • Passion for gaining knowledge of brokerage/banking products and services, • Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our ___ approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful

Branch Banking Client Consultant I. A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them

The Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Branch Banking Client Consultant II-Licensed.

Branch Banking Client Consultant I-PT. Job Summary: A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

Branch Banking Client Consultant I - Float Ny. Branch Banking-Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

Branch Banking Client Consultant I PT. A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Understand and adhere to all applicable bank policies and regulations.

Branch Banking - Client Consultant II - Float. A Branch Banking Client Consultant II - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

Branch Banking Client Consultant II. Job Summary: The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.

Job Summary: The Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Branch Banking-Client Consultant II-Licensed.

Branch Banking Client Consultant II - Licensed - Garden City, NY. The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

We specialize in connecting top talent with companies in the Automotive, Electronics, Food & Beverage, Logistics, Manufacturing, Oil & Gas, Banking & Finance, and Entertainment industries. We specialize in connecting top talent with companies in the Automotive, Electronics, Food & Beverage, Logistic

Data Entry / Remote] - Anywhere in U.Competitive pay - As a Data Verification Analyst at Foundation AI, you will: Process, segregate, review, and validate data provided in various formats according to changing process requirements; Prepare, compile, and organize documents for data capture, ensuring

Serve as Point of Contact to Client and ConsultantsLead the project team as the Client’s On-site Representative for all project mattersProvide regular evaluation of project schedule and budget, identifying any deviations from plan and offering proposed solutions needed to meet project goalsProvide

Our Retail Sales Consultant’s earn between $19. If you are considering jobs like Wireless Sales Consultant, Retail Associate, Retail Sales Associate, or Retail Team Member, this career move would be a great fit!.

This role is responsible for overall project execution—including.The Project Manager serves as the primary point of contact for owners and project partners and works in close coordination with the.Superintendent(s), Project Engineer(s), and leadership team.Project Managers report to a company owne

Product Development Project Manager.Garden City, New York (Office Based).Fluent Bilingual Mandarin Chinese speaker a must!.Talento has partnered with one of North America's leading vertically integrated manufacturer of sexual wellness products.We are looking for a highly skilled.Product Development

Haugland Group, a privately owned Long Island, New York-based civil infrastructure and energy construction company, has an immediate opportunity for an experienced Civil Project Manager to join our team.We are looking for an experienced, self-motivated, highly organized individual to join the Projec

Looking for an experienced Business Analyst/Project Manager who will be responsible for understanding and assessing the changing needs of the business.Frequently analyze the impacts of change, document and support communication between relevant groups and stakeholders, and capture requirements neede

Coordinate subcontractors, vendors, consultants, and inspectors.

Applicants must have prior experience working in an HVAC subcontractor office.Candidates without relevant HVAC subcontractor experience will not be considered.Minimum of 3 years of HVAC industry experience.Minimum of 3 years of construction experience.Minimum of 3 years of project management experie

Serve as Point of Contact to Client and ConsultantsLead the project team as the Client’s On-site Representative for all project mattersProvide regular evaluation of project schedule and budget, identifying any deviations from plan and offering proposed solutions needed to meet project goalsProvide

Great contractor on Long Island is hiring for a Project Manager ASAP!.This Jobot Job is hosted by: Paul Madden.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $140,000 - $170,000 per year.Based on Long Island, we are a top construction company that hel

Serve as Point of Contact to Client and ConsultantsLead the project team as the Client’s On-site Representative for all project mattersProvide regular evaluation of project schedule and budget, identifying any deviations from plan and offering proposed solutions needed to meet project goalsProvide

Domani Consulting provides a comprehensive range of compliance services tailored for property owners and developers.The company excels in navigating the complexities of the New York City Building Code, Department of Buildings (DOB) protocols, and offers expertise with agencies such as DOT, FDNY, and

Project Manager for Epic Systems Revenue Cycle.We are seeking a highly skilled and experienced Project Manager to join our Project Management Office (PMO) within the IT department.The ideal candidate will have extensive experience in front and back-end revenue cycle workflows and Electronic Health R

Do you have the right skills and experience for this role Read on to find out, and make your application.Mechanical Engineer/Project Manager.We have an immediate need for a.Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff.Ranked amo

Enhance the ALDI customer shopping experience in a collaborative team environment as an ALDI Cashier or Stocker.As a member of our team, you'll be operating the registers or other machinery, stocking our shelves, keeping our stores looking their best, and serving our customers.Start a job that offer

Serve as Point of Contact to Client and ConsultantsLead the project team as the Client’s On-site Representative for all project mattersProvide regular evaluation of project schedule and budget, identifying any deviations from plan and offering proposed solutions needed to meet project goalsProvide

Work where you matter at Dollar General, our mission is serving others! We value each and every one of our employees.Whether you are looking to launch a new career in one of our many convenient store locations, we are proud to provide a wide range of career opportunities.We are not just a retail com