Trabajos cfp en Levittown, New York (NY) State

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

POSITION: Temp to Perm Part-Time Administrative Receptionist. Temp to Perm part time Administrative Receptionist at their JERICHO, NY office. ...

Perform various administrative tasks, including data entry, filing, and document management, supply ordering. ...

Financial Planners at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning appro...

Due to our sustained growth, we are in search of a Senior MEP Project Manager to join our vibrant team at our Syosset LI Office. Lead project teams on multi-discipline projects, coordinating efforts with other disciplines, sub-consultants, and subcontractors. Prepare project cost reports and adju...

If this sounds like you, apply today!Responsibilities:• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financia...

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for d...

Exciting Opportunity for Entry-Level Financial Advisor in Melville, NYSeeking passionate individuals to join the New York Life Long Island General Office. Responsibilities:• As a New York Life Financial Professional, you will help provide families in your community with expertise, insights, and s...

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for d...

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive i...

Successful candidate will be expected to ensure returning delivery drivers complete all of their end of the day tasks as per company policies.These tasks include ensuring correct time punches, checking in and out equipment and other materials issued to the drivers and other tasks that may be assi...

Medical Records Administrative Assistant. ...

If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs ...

Create a healthier, brighter future for pets, pet parents and people!.If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing, Petco is the place for you.Our core values capture that spirit as we work to improve lives by...

Leverages project management best practices to deliver the maximum project value, on-time and on-budget. Structures, designs, and implements project plans that deliver the project’s defined goals and objectives within the intended timeframe, while accounting for interdependencies and risks. Plans...

Cashiers are the frontline of guest service as they take orders, process payments, help with prizes and more. ...

The Cashier role is critical to the overall impression that a customer receives during their visit to Coach by applying the Coach service skills at the Cashwrap. A Cashier’s ability to offer friendly, efficient service is vital to ensuring a positive customer experience. Cashiers must be able to ...

Are you a passionate traveler with a knack for organization and administration? Do you dream of turning your love for travel into a rewarding career? Look no further! We're offering an exciting virtual business opportunity as an Administrative/Office Travel Assistant, tailor-made for travel enthu...

Position: Executive Admin Assistant. ...

Investment Research - European Interest Rate Strategy - Analyst. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. ResearchEmployment Type:Full TimeJob Level:Analyst. Morgan St...

Previous cashier/receptionist experience required, automotive cashier/receptionist experience preferred. Service Scanner / Cashier with Rallye Mercedes-Benz. Seeking reliable, energetic, motivated individuals with previous scanning and cashier experience who enjoys working in a fast paced environ...

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

The Project Manager works closely with senior management to make sure that the scope and direction of each project is on schedule, as well as coordinates with other departments for support. The Project Manager will need to focus on both Business and MIS resources, processes, and deliverables. Fol...

We are seeking an experienced Analyst to join our industry-leading Investment Grade Finance team. As an Analyst in Investment Grade Finance (IGF), you will function as a fully integrated team member, in a flat structure that allows for direct client interaction and working directly with MDs, EDs ...