Business advisor jobs in Hempstead, New York - Page 2Create job alerts

Provide tax preparation, tax audit support, and tax planning year-round. Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Enrollment or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an of

While working within the AML Program framework, the AML Compliance Enterprise Payments Advisor Manager is responsible for delivering quality results, providing compliance advice to lines of business as a subject matter expert, and executing or participating in corporate processes. Advise lines of bu

Senior Wealth Advisor Safe Act - Nassau County. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering

Wealth Relationship Manager Safe Act - Lake Success. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build, and deepen relationships to gain incremental w

Bank Of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

Wealth Relationship Manager Safe Act - Plainview. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental walle

Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $150,000 at plan earnings Responsibilities: • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial productsQualifications:, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • A Bachelor’s degree in business administration, finance, or a related field is requiredAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)