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

Join a leading firm where you can focus on developing deep client relationships and crafting sophisticated financial plans.

Our client is a growing wealth management firm seeking a Senior Wealth Advisor to assist us in helping those we serve achieve their financial goals. A Wealth Advisor will establish new relationships with families in addition to providing advisory services and support to those we currently serve. Rev

Join a leading firm where you can focus on developing deep client relationships and crafting sophisticated financial plans.

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).

Join a leading firm where you can focus on developing deep client relationships and crafting sophisticated financial plans.

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. Key responsibilities include triaging client leads, making referrals to business partn

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. Cit

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 short

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services pro

Financial Solutions Advisor - Central Long Island Market ( Bi-Lingual Mandarin Required). Lateral-US/job/Jericho/Financial-Solutions-Advisor---Central-Long-Island-Market---Bi-Lingual-Mandarin-Required-_25033159). Key responsibilities include triaging client leads, making referrals to business partne

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. Cit

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. Financial Solutions Advisor - Central L

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. A FA will need to leverage their experience to service the unique and complex needs of TD We

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 short

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. A FA will need to leverage their experience to service the unique and complex needs of TD We

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

This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to mee

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. Key responsibilities include triaging client leads, making referrals to business partn

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

This employment opportunity at TruStage located at Teachers Federal Credit Union in Nesconset, NY would allow you to join Teachers Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financia

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivers a diversified set of brokerage, investment and

Partner with operations and logistics teams to ensure financial accuracy.

We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. We are seeking a Senior Associate to join the Financial Services Assurance practice, able to sit in a number of our offices. You will get to be part of one of the largest an

Shape the Financial Future of a Fast-Growing Technology Leader. As the company continues to expand, they’re looking for a strategic, hands-on Controller to take ownership of core financial operations and serve as a key partner to the VP of Finance. In this role, you’ll guide the financial heartb

The Business Banker I will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. Interviews loan applicants, analyzes financial and relate

Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit.

ConnectOne Bank proves that putting people first is a better way to do business.At ConnectOne, we're builders - of businesses, communities, and equity.Most importantly, we're building opportunities.Our mission is to ensure our employees feel empowered to make important decisions, reach their potenti

Accountemps - JobID: 02930-9504261330-usen [ Accountemps' industry expertise will help you find positions well-matched to your unique skill set and requirements.Above all, we want to help you find a job that makes you happy and allows you to thrive while ensuring you top pay, great benefits and free

Estamos buscando personas que deseen generar un impacto duradero en el bienestar financiero de individuos, familias y pequeñas empresas.Esto no es simplemente un trabajo de ventas, sino una carrera con propósito y oportunidades.Brindarás tranquilidad a tus clientes mientras los ayudas a enfrentar

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Promote and sell the full array of financial services distributed by the Compan

Responsibilities: • Provide clients with financial guidance and education to create custom retirement plans and investment strategies • Analyze clients' financial situations and provide advice on risk management strategies • Keep up to date with relevant financial regulations and news, and com

About the job Financial & Wealth Advisors. Clients include large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U. Has not been recently terminated from another advisor role.

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achie

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achie

The Investment Analyst will be part of the team overseeing DB pension assets on behalf of General Electric Pension Trust.The Candidate will serve as a key member of the Absolute Return team focusing on non-directional and diversifying strategies.The Candidate will primarily be responsible for qualit

You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Manage assigned clients an

Execute financial transactions in accordance with bank policies and procedures.

Bankwell is a commercial bank with more than $3 billion in assets that serves the banking needs of businesses and individuals.At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals

Advance your Banking career with us! Newtown Savings Bank is seeking a professional, positive, and high energy team player for the role of Universal Banker II in our Brookfield branch.The Universal Banker II works with Branch Management to implement and carry out Bank policy, procedures, and goals w

Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Analytical mindset with the ability to assess complex financial information.

Manage personal pipeline to ensure service standards and financial goals are met.

LHH Recruitment Solutions is seeking an Accounts Payable Admin to work for an exciting organization in the Bethpage, NY area.This is an in office Full Time position that can start ASAP!.Collect, organize, and prepare checks daily for signature and distribution.Maintain the check collection distribut

If you have great communication skills and an eye for detail, apply today! Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Look for, identify, and secure new clients to serve as a trusted advisor f

At RDM Financial Group, we offer a holistic financial planning experience: a personalized, purpose-driven, client-advisor relationship designed to contribute to each of our high-net-worth client's overall planning processes. Our desire is to create better financial outcomes by managing each client's

Accounting Clerk / Remote] - Competitive Pay ($20$25 per hour) / Flexible Hours / 1099 Contractor Role / Work with Multiple Industries - As a Bookkeeper at Belay, you will: Maintain accurate financial records by recording all transactions, including purchases, sales, receipts, and payments; Utilize

Aon is looking for a Senior Investment Consultant (Hybrid in Atlanta, GA or Bannockburn, IL or Chicago, IL or Norwalk, CT).Leads all aspects of client deliverables and is responsible for interfacing with other teams within U.Exhibits outstanding knowledge of finance and investment theory and practic

Assist with annual budgeting, financial planning, workforce, and capital budgets. Monitor expenses and consolidate financial data for status reports. The position is responsible for delivering accounting support and financial analysis that informs strategic planning, as well as managing ad-hoc analy

The Staff Accountant ensures the integrity of financial data by researching and resolving discrepancies, assisting with financial reporting, and supporting compliance with internal policies and accounting standards. Support the preparation of internal and external financial reports. Help prepare aud