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Job Description Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation: $100,000 - $150,000 commission based Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Qualifications: • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Bachelor’s degree in business administration, finance, or related field is required, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred About Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

Meadowbrook Dentistry is a digital smile design clinic located in Plainview, Long Island, NY, specializing in cosmetic, restorative, and family dentistry.Our practice offers a range of services including veneers, Invisalign, and dental implants to help patients achieve healthy and beautiful smiles.W

Experienced Medical Receptionist - Front Desk, Mineola, Long Island.For Premier Private Ophthalmology Office in Mineola, Long Island (11501), adjacent to Long Island Railroad, Mineola Station and NYU Winthrop University Hospital with affiliated practice in the NYC, East Village (close to Stuyvesant

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

ALDI is looking for enthusiastic part-time cashiers and stockers.As a cashier, you’ll provide friendly, efficient checkout service, while as a stocker, you’ll help keep shelves stocked and organized to ensure a great shopping experience.Each role plays an important part in maintaining smooth sto

For almost 30 years, PrestigePEO has partnered with brokers and business owners to deliver comprehensive workforce solutions that simplify HR, control costs, and support employee success.As a full-service Professional Employer Organization (PEO), we provide integrated HR services, employee benefits,

Join Our Team at BJ's Wholesale Club.BJ's Wholesale Club is powered by more than 30,000 team members who make a real impact every day.Whether you're stocking shelves, solving problems or shaping strategy, your work helps families save on what matters most.We're a team built on purpose and opportunit

A passion for hospitality: A genuine love for people, food and a desire to create exceptional guest experiences.A willingness to have fun: Having fun and enjoying what you do is incredibly important here.If you are happy, our guests will be happy.Experience: Proven experience in a high-paced restaur

SNIPES Cashier Part Time Regular Salary $16.We live sneakers, streetwear, and neighborhood culture! All Day! Every Day!.With more than 750 stores in Europe and the USA, SNIPES is one of the leading sneaker and streetwear retailers worldwide.Since opening its first store in Essen, Germany in 1998, SN

We are a very busy office and are looking for our next great team member.This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community.We are a growing agency with big dreams and lots of potential.Our team works hard to reach our

Provides support as a member of the Produce team to include receiving and preparing product, maintaining the Produce floor and displays, and selling product in support of WFM standards.Performs all functions related to breaking down deliveries and stocking shelves.All Whole Foods Market Retail jobs

Cheese Team Member Application.Are you a food aficionado who simply cannot learn enough about what the world food market has to offer? Do you love being around friendly people every day with the same interests and ambitions.Do you take a genuine love in your work and make sure that others feel welco

Deliver friendly customer service, help customers shop our store, and find what they're looking for.Ensure all customers receive a fast and friendly checkout experience.Complete truck unloading and merchandise duties throughout the store including maintaining store recovery standards to deliver our

Provides support as a member of the Specialty team to include receiving and preparing product, maintaining the Specialty floor and displays, and selling product in support of the regional Specialty vision.All Whole Foods Market Retail jobs require ensuring a positive company image by providing court

Account Associate - State Farm Agent Team Member/h2pAs Account Associate - State Farm Agent Team Member for Anthony Petrozzella - State Farm Agent, you are vital to our daily business operations and customers success.You grow our agency through meaningful customer relations and acting as a liaison b

Provides support as a member of the Bakery team to include receiving and preparing product, maintaining the Bakery area and displays, and selling product in support of WFM standards.Performs all functions related to breaking down deliveries and stocking shelves.All Whole Foods Market Retail jobs req

Michael Cracchiola - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers.We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member.Our ideal candidate is highly organized, detail-oriented, an

As Account Representative - State Farm Agent Team Member for Arthur Huth - State Farm Agent, you are vital to our daily business operations and customers' success.You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.You impro

Starting Hourly Rate / Salario por Hora Inicial: $18.Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.You can work as much or as little as you like as an On-Demand Team Member (TM) and your schedule may vary de

At Smashburger, we don't just make burgerswe create crave-worthy moments that keep guests coming back for more.We're driven by a shared commitment to excellence, working as one team and taking bold action to deliver unforgettable experiences.Here, you'll be part of a group that works hard and genuin

Automotive Service Admin/ Customer Service Rep / Cashier Westbury Jeep.Join Our Team at Westbury Jeep!.Westbury Jeep is proud to be part of the VIP Automotive Group, known for exceptional leadership, a customer-first culture, and a commitment to professional growth.Join a team that values continuou

As a cashier, you play an essential role in the customer service experience by providing customers with fast and friendly service.You will process transactions, answer questions, and ensure customers leave feeling positive about their visit.While both part-time and full-time positions generally focu

You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp.If hired, the franchisee will be your only employer.Franchisees are independent business owners who set their own wage and benefit programs that can vary among franchisees.The Team Member is the first face that customers se

Starting Hourly Rate / Salario por Hora Inicial: $18.Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest

Provides support as a member of the Customer Service & E-Commerce team to include assisting customers during the check-out process, performing all cash register functions, bagging groceries, and working at the customer service desk.Works to maintain attractive customer service displays and support t

At Panera, our people come first.If you're looking for a place where you can grow, feel supported, be yourself, enjoy great perks, and have a little fun along the wayyou're in the right spot.We're here to help you succeed every day, in every way.Get ready to rise and come join the fun where you will

State Farm Insurance Agent located in Melville, NY is seeking an outgoing, career-oriented professional to join their team.As a State Farm team member for Brian Gill - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including au

As Account Associate - State Farm Agent Team Member for Arthur Huth - State Farm Agent, you are vital to our daily business operations and customers' success.You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.You improve th

South Shore Chrysler Dodge Jeep Ram.South Shore Chrysler Dodge Jeep Ram, we are committed to an environment where the customer is always treated with respect and dignity.Our employees are our most valuable resource and growth is encouraged through diligence, teamwork & consistency.Above all, there i

Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.You can work as much or as little as you like as an On-Demand Team Member (TM) and your schedule may vary depending on shift availability and store needs.This ro

Processes member orders and collects payment while providing a high level of member service.Performs cleanup, department setup and closing tasks as necessary.We offer a comprehensive package of benefits including paid time off, health benefits (medical/dental/vision/hearing aid/pharmacy/behavioral h

Front Of House Team Member, Cashier.The Front of House Team Member, Cashier's responsibility is to provide an unforgettable experience for our customers thru guiding them around the menu and supporting them in completing an order that fits their needs and expectations.Welcoming new and repeat guests