Financial advisor jobs in East Northport, NYCreate job alerts

Experience working as a Financial Aid advisor including a working knowledge of financial aid programs. The Financial Aid Advisor will represent the university at recruitment functions. Advise students and families about financial aid application, awards, and general financial aid processes. Assis...

Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Senior Financial Advisor. Maintain good communication with Principals, Financial Advisors, Advisor Associates, and clients to ensure work is performed accurately and efficiently, and to ensur...

Financial, Advisor, Customer Service, Banking, Healthcare, Experience. ...

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. You will work directly with clients to compile financial prof...

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual fin...

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, in...

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

Establishes individual financial plans based on client financial needs and objectives. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Presents sound financial recommendations and guidance to clients. Monitors financial plans and recomme...

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their familie...

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. Works with clients to plan their sho...

Exciting opportunity awaits an Entry-Level Financial Advisor position in Melville, NY. With our training and support, you have the opportunity to work towards the credentials that will qualify you as a licensed Financial Advisor or grow into a leadership role as part of the management team. Assis...

Responsible for data analysis and reporting/charting across multiple projects (datasets). Responsible for data analysis and reporting/charting across multiple projects (datasets). Responsible for data analysis and reporting/charting across multiple projects (datasets). Responsible for data analys...

Organizing and maintaining various paper and electronic filing systems and databases.Performing data entry and data extraction activities and analyses of data.Closing complaints in the ASPEN computer system.Preparing forms, emails, letters, and reports.Answer and triage incoming phone calls; orga...

Branch Manager - Branch location TBD Suffolk County**. Job Category:** Middle Manager Requisition Number: BRANC002543 Showing 1 location Job Details. We are Jovia Financial Credit Union (Formerly NEFCU). Managers who value input from their employeeswe be...

As a Business Consultant you will work alongside the executive leaders of the Financial Advisory Business Unit to manage Special Projects, Key Initiatives, and evolving priorities of Kroll's leadership team. We are looking for a Business Consultant to join our Management Team to support the varie...

The Administrative Assistant will primarily support the Director of Biorisk and Director of Science as well as provide supplementary administrative assistance to the various operational branches, e. Dynamis is seeking an Administrative Assistant to support the mission of the Plum Island Animal Di...

The Data Analyst role includes understanding and writing advanced SQL, TSQL, investigations and debugging issues. Comfortable working with large raw data files (Csv,Txt, EDI) data sets. Execute a specific plan for analyzing the necessary data to secure solutions to clients' business information n...

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and posse...

About the Company: Major Corporation is Immediately seeking a Human Resources Analyst. Major Institution Melville, NY About the Role: We are seeking a Human Resources Analyst with strong experience with Excel, Pivot Tables, V-Lookups. ...

Bachelor's degree or minimum eighteen months relevant experience in the financial industry or in a customer service field of employment with a sales focus. Each employee in a capacity of a Member Service Representative who acts as a mortgage loan originator must/will be registered with the NMLS R...

The PCFG Insurance Services' Employee Benefits Advisor works directly with business owners to deliver voluntary, healthcare, and other benefits for their employees. Continuing to service employer customers through ongoing consultation on topics regarding new benefits options, the latest benefits ...

German Import Dealer is seeking a experienced Service Advisor / Asst. Must have 5 Years minimum advisor experience. ...

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, ...

The Administrative Assistant- Outpatient Services will be responsible for organizing the Outpatients Program administrative functions. Administrative Assistant for Outpatient Services. The Assistant will support day-to-day operations by performing administrative tasks and ensuring high quality cu...