Financial advisor jobs in Copiague, New York - Page 2Create job alerts

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Bank Of America Financial Advisor. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Work

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. Des

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Ensures all NEW clients receive the complete on-boarding experience, which includes: a thoro

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. Key responsibilities include triaging client leads,

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

The Financial Advisor (FA) role is a three-year program with a forgivable 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 receiv

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. Des

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

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. Des

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

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. Des

Under this model Financial Advisors are not employees of LPL Financial. This employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. Financial Advisor

The Financial Advisor (FA) 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. Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t

Our client is a leading Long Island-based law firm specializing in Elder Care and Estate Administrative Planning.They are seeking a client-focused Front Desk Receptionist to serve as the first point of contact for clients, visitors, and callers.This role is critical to maintaining a professional off

Renewal by Andersen - Long Island Territory.Renewal by Andersen is the custom division of Andersen Windows.Founded in 1903, Andersen Windows has been the world’s largest and most recognized brand for exclusive window and door systems.Renewal by Andersen was founded with the objective of creating a

A leading analytical services company is seeking a full-time Client Project Manager 1 in Melville, NY.This role involves onboarding clients, managing projects, and ensuring client satisfaction through exceptional service and technical expertise.The ideal candidate has a Bachelor's degree in a releva

Administrative / Customer Service Representative.Location: Plainview, NY Schedule: MondayFriday, 9:00 AM5:00 PM Pay Rate: $25$28 per hour Type: Temp-to-Hire.We are seeking a reliable and detail-oriented Administrative/Customer Service Representative to support daily office operations.This is a temp-

Performs diversified secretarial duties supporting management and/or a physician.Performs diversified secretarial duties including, but not limited to:.Typing various forms of correspondence.Scheduling appointments, meetings, etc.Transmitting various documents using computer, mail, and/or fax.Mainta

Senior Registration Associate - Urology Office- Clifton Park.If you are looking for an administrative position in Clifton Park, full-time, this could be your opportunity! Here at St.Peter's Health Partner's, we care for more people in more places.This position is located at 1735 U.Where career oppor

Support preparation of internal financial statements and workpapers. Maintain financial dashboards tracking firm performance and KPIs. Financial Analysis & Partner Support.

Customer Service Representative- Starting At $21/hr.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supportive team to be the fa

Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being.

Customer Service Representative.WASH is a company that our customers depend on to keep them going so they can provide valuable services to their clients across USA and Canada (Coinamatic Inc.We strive to build a sense of purpose and achievement in the work we do while staying true to the DNA of our

Customer Service Support Representative.Corp is seeking a Customer Service Support Representative to join our team.This position will work with physician offices, hospital laboratories, patients and internal customers to ensure that all client needs are addressed accurately and efficiently.The Custo

Customer Service Representative.Customer Service Representative will be responsible for providing prompt, accurate, professional in-person, electronic and telephone service to internal and external customers.Support other departments as needed.High School Diploma or GED required.Knowledge of compute

Account Analyst, Business Insurance P&C.Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.Learn more about what

A leading chemicals company is seeking a Maintenance Project Manager to lead maintenance-related projects at their Deer Park, TX site.In this role, you will oversee project execution, ensure compliance with safety standards, and manage a multidisciplinary team.The ideal candidate will have over 10 y

Performs diversified secretarial duties supporting management and/or a physician.Performs diversified secretarial duties including, but not limited to:.Typing various forms of correspondence.Scheduling appointments, meetings, etc.Transmitting various documents using computer, mail, and/or fax.Mainta

Support family ownership and estate tax planning by providing financial data and analysis to external advisors, in coordination with the VP of Finance. Oversee preparation of annual financial budgets, forecasts, and monthly/annual financial statements. Coordinate reporting needs of non-financial dep

Join a Leading Surveying Firm with a Legacy of Excellence.Control Point Associates is not your average surveying firm — we are a dynamic team committed to delivering exceptional surveying services.With over 30 years of experience in land surveying, we specialize in services like construction stake

Phone Number: Enter a valid 10-digit phone number.Drag your file(s) to start uploading.OR Browse files Resume is required.Leading Multi-Disciplined Civil Engineering Firm on Long Island is hiring aSurvey Project Managerwho is looking for a career.We are looking for a top notch and motivated candidat

Customer Service Representative.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company

Customer Service Representative.Customer Service Rep Please complete minimum of 1 reference check and include this in the comments section in VNDLY.As a healthcare customer service representative, you will be responsible for supporting our clients by providing excellent customer service and handling

Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

Formatting financial statements and proposals. UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.

Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

Huntington Hills is a proud affiliate of National Health Care Associates.US News & World Report Best for Short-Term Rehab.Your work will be meaningful to you.You will make a genuine difference in the lives of our aging guests and the families that love them.You will enjoy lasting bonds with the fami