Financial advisor jobs in Baldwin, NYCreate job alerts

Job Description We are seeking a Financial Advisor/Investment Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: - Advise clients on investment strategies and other financial decisions - A...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Top 5 Independent Broker-Dealer (Financial Advisor Magazine and InvestmentNews). Are you looking to build a meaningful career with the freedom to shape your future? Join SFA Agency’s team of financial sales professionals and make a real impact on people’s lives by helping them achieve lasting fi

Top 5 Independent Broker-Dealer (Financial Advisor Magazine and InvestmentNews). Are you looking to build a meaningful career with the freedom to shape your future? Join SFA Agencys team of financial sales professionals and make a real impact on peoples lives by helping them achieve lasting finan...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. Build a client base and develop knowledge of Bankers Life financial products and market trends.

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that...

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! Position Overview The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. ...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. ...

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans. Ensures all NEW clients ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. ...

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in...

Top building material company is currently seeking an Outside Sales Representative to help grow and manager their market share in Long Island and Brooklyn, NY.They are one of the largest manufactuers of Kitchen Cabinets and are well known for their quality products which makes them the absolute f...

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...

Financial rewards for performance compensation structure which includes salary commission and bonuses. We invite you to join our sales team where youll experience a world where servant leadership and cuttingedge tools and training come together to support your career growth and financial objectiv...

Traveling Concrete Assistant Project Manager.We are currently seeking an experienced .This role supports the Project Manager in overseeing concrete construction projects from pre-construction through completion, with a focus on safety, quality, and schedule adherence.The ideal candidate will have...

The role will perform various functions, including carrying out core financial planning and analysis, playing an important role in managing financial performance, and implementing finance strategies of an organization to achieve committed business performance. Prepare monthly reports on financial...

NO C2C submissions will be accepted or reviewed.There is NO subcontracting of any kind on this position.A New York City government agency, located in Long Island City, is looking for a Product Owner/ Business Analyst for a long-term contract.Candidates should be local and willing to work on-site....

The NYC Department of Environmental Protection (DEP) enriches the environment and protects public health for all New Yorkers by providing 1.DEP is the largest combined municipal water and wastewater utility in the country, with nearly 6,000 employees.DEP's water supply system is comprised of 19 r...

This position is a direct report to the Technology Group Product Manager.Business Analyst is responsible for business systems related fields and how they align with user needs.Documents requirements, establishes scope, objectives and determines strategy for implementing systems related fields to ...

The successful candidate will be responsible for conducting financial feasibility analysis, creating financial models of potential investments, and transaction processing and calculations ranging across the real estate and finance industries. We are experts in commercial defeasance, hedging, deri...

Bilingual Receptionist - Long Island, New York.Our client, a law firm specializing in landlord-tenant litigation, is seeking a Bilingual Receptionist to join their Long Island, New York office.The estimated salary range for this position is $35,000 - $40,000 (annually) and may vary depending on e...

Seeking a highly skilled and motivated Project Manager with a proven track record in managing call center technology projects.As a Project Manager, you will be responsible for overseeing the planning, execution, and successful delivery of projects related to call center technology implementation,...

The Project Controls Manager has responsibility for the overall financial reporting and forecasting, change management, scheduling, document control, and project administration. That’s why we provide an array of options (including medical, dental, and vision insurance plans), expert guidance, and...

IMPORTANT NOTE: Only those currently serving as a permanent Associate Project Manager will be considered***.The NYC Department of Environmental Protection (DEP) enriches the environment and protects public health for all New Yorkers by providing 1.DEP is the largest combined municipal water and w...

Lead all aspects of the company's accounting function, including financial reporting, budgeting, and forecasting. Manage month-end and year-end close processes, ensuring accuracy and timely completion of financial reporting. Prepare and analyze financial statements, variance analysis, and other r...

The NYC Department of Environmental Protection (DEP) enriches the environment and protects public health for all New Yorkers by providing 1.DEP is the largest combined municipal water and wastewater utility in the country, with nearly 6,000 employees.DEP's water supply system is comprised of 19 r...

They are looking for a senior project Manager to play a key role in establishing a best-in-class PMO and then managing the change portfolio controls and processes, including monitoring and reporting on progress against the annual portfolio plan, long range planning, capacity, financial and resour...

Exciting Opportunity for a Full-Time Medical Receptionist/Patient Care Coordinator.Floral Park, NY - Competitive Salary!.Are you passionate about providing exceptional patient care in a positive and supportive environment? Look no further! Marathon Physical Therapy is expanding its team, and we'r...

Fast growing, mid-sized retirement fund based in midtown Manhattan seeks a Project Manager to assist with their continuing evolution of systems and process organization-wide.This is a mostly remote role, one day per week in office in midtown Manhattan.Project Planning and Execution.Development of...

Koeppel Auto Group is always looking for smart, engaging, creative and dynamic people who want to join a team where they matter.Your professional development is one of our top priorities, so why we're proud to offer our staff members with a comprehensive benefits package, competitive compensation...

Senior Project Manager - Electrical Construction (Local 3 Contractor).Join a well-established and highly respected Local 3 electrical contractor based in Queens, NY.With decades of experience and a stellar track record of delivering complex infrastructure projects, this firm partners with major p...

Queensboro Toyota has an immediate need for an automotive receptionist with EXCELLENT customer service skills and a winning attitude to be able to grow into an expanding position to include assisting in our sales areas relatively quickly! This individual will receive calls to the dealership, dete...

Our client is a Civil Land Development company with great benefits and work life balance looking for a a Land Development Project Manager.Responsibilities/Top Skills/Qualifications.

Koeppel Auto Group is always looking for smart, engaging, creative and dynamic people who want to join a team where they matter.Your professional development is one of our top priorities, so why we're proud to offer our staff members with a comprehensive benefits package, competitive compensation...

Construction Project Manager - $100,000 – $150,000 base + bonus + full benefits package.Company Type: Commercial General Contractor.Specialization: Government, Agency, Municipal – Multi-Family & Affordable Housing Projects.We are a respected commercial general contracting firm based in.With a de

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance...

Financial Analyst will assist all departments within the firm, participating in financial modeling, transaction processing and calculations, ranging across both the real estate and finance industries.

Uniondale Location - Uniondale, NY.Position Title: Receptionist/Administrative Assistant.Monday - Friday from 12:00pm to 6:00pm.Harbor Child Care is dedicated to fostering a nurturing and engaging environment for young learners.Our center emphasizes collaboration, growth, and excellence in early ...

Experience in equipment, asset and financial management.

About the job Work from home Data Analyst.Potential candidates will perform reviews, analyze, document, and evaluate Internal/Customer needs to assist in the implementation of Electronic Data Interface (EDI) solutions and projects meeting the overall business strategies from a technology perspect...