Client advisor jobs in Commack, NYCreate job alerts

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 from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a ...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our client on Long Island. For other roles check out jobs.lead-advisor.com CFP Service Advisor - Financial ...

As a Financial Advisor, you will: * Build a client base and develop knowledge of Bankers Life ... financial products and market trends * Develop yourself with our award-winning training and ...

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 ...

TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews ... Wealth Management: $281 billion retail investment client assets held or managed by Northwestern ...

Equitable Advisors is a respected wealth management firm with a proven track record in the industry ... for success: client relationship management, product knowledge, sales techniques, market ...

Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ... investment advisor. Annuity and insurance products offered through Equitable Network, LLC

About the Firm Your role as a Senior Client Manager is a critical one at Procyon where you will ... Advisor (RIA) manages over $7 billion dollars on behalf of over 1,300 private clients and ...

Client Services Associate Job Description: Role Overview: * Operations and Administrative for a ... Communicate effectively with financial advisors and service centers. * Maintain clear and ...

Ability to anticipate client and advisor needs * Capable of working under deadlines * Ability to do research to answer questions independently * Detail-oriented * Excellent time management Knowledge ...

... advising on labor and employment related statutes and associated litigation * ability to create ... client facilities and employees * producing clients for deposition * reviewing medical records ...

... every client experience. AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors ...

Work closely with internal teams, including financial advisors and underwriters, to align insurance ... Proficiency in managing client communications with a customer-first approach. * Experience in ...

... client or prospect needs to present the best ADP solutions, and spend your time in the field (when ... You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners ...

Serve as a trusted advisor to customers, helping them navigate product applications and ensuring ... client visits, and deal closing. Tech-Savvy: You're comfortable using CRM systems like Salesforce ...

... every client experience. AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors ...

Responsible for developing and overseeing client P&L's, New Business Pricing and Pro-Formas ... advising on methods used. * Partners with business leaders to provide business and financial ...

Coordination with the sales team and clients to secure client engagements; * Preparation of exchange documents and related coordination with clients and their advisors; * Management of high volume ...

You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners ... and client relationships, identify solutions, and achieve success. Bonus points for these

Our outstanding dental practice is seeking an exceptional Dental Receptionist / Front Desk for an opportunity to join our dedicated team.AAAHC accredited Operating Room suite, future ambulatory surgery center.Dentrix and coding and billing a plus/non-toxic team player/time management and multitas...

Northwell Health - JobID: 21414468 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respondi...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Northwell Health - JobID: 21603333 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respondi...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Home Depot - JobID: 3E0689738A1B463C8EE30DF9EE995130 [Retail Cashier / Team Member] As a Cashier at Home Depot, you'll: Provide customers with fast, friendly, accurate and safe service; Seek product/project knowledge to provide customers with information and identify selling opportunities; Proces...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Walmart - 1850 Veterans Hwy - [Retail Associate / Team Member / up to $26-hr] - As a Cashier at Walmart, you'll: Smile, greet, and thank customers with a positive attitude; Stand for long periods of time while checking out customers quickly and accurately; Keep your area clean and presentable; An...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Walmart - 965 Broadhollow Rd - [Retail Associate / Team Member / up to $26-hr] - As a Cashier at Walmart, you'll: Smile, greet, and thank customers with a positive attitude; Stand for long periods of time while checking out customers quickly and accurately; Keep your area clean and presentable; A...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Northwell Health - 410 Lakeville Road [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respo...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Northwell Health - JobID: 21567046 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respondi...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Walmart - 85 Crooked Hill Rd - [Retail Associate / Team Member / up to $26-hr] - As a Cashier at Walmart, you'll: Smile, greet, and thank customers with a positive attitude; Stand for long periods of time while checking out customers quickly and accurately; Keep your area clean and presentable; A...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Northwell Health - JobID: 21206821 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respondi...

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...

Northwell Health - 200 Motor Parkway [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respon...

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...

Northwell Health - 500 West Main Street [Medical Office Assistant] As a Senior Administrative Support Assistant at Northwell Health, you'll: Provide high-level administrative support to senior executives; Manage calendars, schedule meetings, and coordinate travel arrangements; Prepare and edit co...

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...

BROADHOLLOW ROAD [Retail Cashier / Team Member / Up to $28.As a Cashier Assistant at Costco, you'll: Pack member orders into boxes and transfer items to a separate cart for Cashiers; Clean register area; Perform cart retrieval; Assist with merchandise restocking.

Northwell Health - 9 Brooksite Drive [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respon...

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...

Northwell Health - 376 E Main St [Medical Office Assistant] As a Senior Administrative Support Assistant at Northwell Health, you'll: Provide high-level administrative support to senior executives; Manage calendars, schedule meetings, and coordinate travel arrangements; Prepare and edit correspon...

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...