Financial accountant jobs in East Northport, NYCreate job alerts

Open the Door to Sucess Start and Launch your Career Helping People Build Their Future Rankin Financial Services everyday is to help everyday people make smart financial decisions. Family Protection with insurance, setting and achieving wealth goals (wealth growth) through investments, finding the right mortgage on a dream home, getting the best auto/home coverage available for our clients. We are seeking a motivated and detail oriented entry level financial adviser to join our team. No prior experience in financial advisory is required; we provide a structured training program to help you obtain the necessary licenses and develop the skills for a successful career. What You'll Be Doing While you build your Career Helping People Build Their Future Mortgages • Assist clients with understanding mortgage options and application process, • Support mortgage advisors with document collection and lender communication Insurance • Guide clients through policy options in life, health, home and auto, • Process application, renewals,transfers and claims with attention to detail and compliance, • Deliver, review, explain policies Investments • Help clients with account on-boarding and portfolio updates, • Work closely with investment advisors to ensure smooth transaction and excellent care, • Maintain good professional client relationship