Financial advisor jobs in Hauppauge, NYCreate job alerts

Job DescriptionJob Title: Tax ManagerSalary: $160K - $180K Location: Central Islip, NY (Hybrid)Position OverviewThe Tax Manager will bring a strong technical foundation and is excited about collaborating closely with firm leadership on high-level projects. This position offers a dynamic blend of ...

Job Description Join a Different Kind of Investment Firm. At TSG Invest we redefine wealth management. We're not just another firm – we're pioneers, offering integrated solutions through our ecosystem. Build Your Practice, Your Way Unlike traditional firms, we empower you. Our platform combine...

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to ...

Job DescriptionAt Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality inves...

Job DescriptionCompany Description International Health and Medical Services delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely and effectively in environments far from home. Founded in 1984, we operate in 92 countries provid...

Job Description We are looking for dynamic, personable, and dependable individuals to join our team in an entry-level position with room for growth and a promising career path. Your main role will entail working closely with clients to develop financial profiles, equipping you to provide sound fi...

Job DescriptionMortgage Advisor (Training Provided) Full-Time | Commission-Based | Licensing (Pre-Employment) & Training Included Job Summary: Are you ready to build a career with uncapped potential? Ark Mortgage is seeking ambitious, driven individuals to join our team as Mortgage Advisors. This...

Job DescriptionCompany Description International Health and Medical Services delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely and effectively in environments far from home. Founded in 1984, we operate in 92 countries provid...

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing ...

Job Description Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, ...

Advanced experience with ERP systems, Excel, PowerPoint, OBIEE, Business Intelligence tools.

Develops, interprets and implements financial concepts and information for financial planning. Manages technical analysis to determine present and future financial performance.

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. 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 s

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. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

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 th

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

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 clients short- and long-term goals, then construct a tailored financial plan that meets the clients goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Ci...

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

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.

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

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

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.

Manage, direct, and monitor multiple client engagements as well as serve as a business advisor to the client.

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. ...

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

Sales territory will cover all areas of.Commission based pay structure includes uncapped commissions, monthly bonus, and annual bonus incentives! Recognition and awards including top performer incentive trips.Set up for success with 12 weeks paid training, mentorship from local sales mentors and ...

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

The SPM will be responsible to lead design teams and Construction Managers in both the pre-construction due diligence, design and scoping process with a focus on quality management, project controls, and user engagement as well as leading their teams through the bidding and construction administr...

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

Construction Management company seeking an experienced Project Manager to join its rapidly growing 50-year-old company.This Project Manager must plan and supervise a wide range of construction projects from start to finish by organizing and overseeing construction procedures to ensure they are co...

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

The SPM will be responsible to lead design teams and Construction Managers in both the pre-construction due diligence, design and scoping process with a focus on quality management, project controls, and user engagement as well as leading their teams through the bidding and construction administr...

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

A long-standing general contractor with deep roots in the Northeast is seeking a Project Manager to join their Westchester County office.This firm has built a reputation for high-quality construction in markets including multifamily, senior housing, hospitality, life sciences, and education.The P...

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

Assistant Project Manager Job Summary.We are seeking a dedicated, organized, and efficient assistant project manager to join our team.In this role, you will work with the project manager to coordinate and accomplish the necessary project tasks and requirements.Candidate must have an eye for detai...

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

Overview** At Zebra, we extend the edge of possibility by shaping the future of work on the front line—reinventing how businesses run and moving society forward.We are a community of changemakers, innovators and doers who come together to deliver a performance edge to the front line of busines

This is more than just a job—it’s an opportunity to take control of your financial future, grow without limits, and create the life you want.

Restoration Administration Position.The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative and prioritize daily tasks.A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.This ...

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.Broadridge is hiring! We have an opening for a Senior Quality Assurance Analyst.T...

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

We are seeking a strategic, business-minded, experienced Chief Financial Officer to provide financial leadership and oversight across our three divisions: Engineering and Test, Technical Services, and Mission Systems. Reporting directly to the CEO, you will be a key partner in driving our financi...

Sales Development Representative.Commission-Based, In-Person Sales).Help Businesses Save Money – Earn Uncapped Commission & Daily Bonuses! .Remote – But NOT Work-From-Home (In-Person Sales Required).We are Horizon Payments! Are you outgoing, motivated, and ready to.Sales Develop

Take the next step in your career as our new Aldi Customer Service Representative (Remote) to maintain accurate records and documentation, work collaboratively across teams and departments, and coordinate tasks to ensure deadlines are met.Other duties include adapt to shifting priorities and busi...

Join our growing team as a Amazon Customer Service Representative (Remote) to manage daily responsibilities with a focus on quality and efficiency, provide excellent service to customers and team members, and follow safety procedures and company policies.Other duties include gain knowledge of com...

Front Desk/Medical Receptionist - Stony Brook OBGYN Associates, UFPC Location: East Setauket, NY Schedule: Full Time Days/Hours: Monday through Friday - 8:30am to 5:00pm SUMMARY: The medical receptionist will assist the department with coordination of the daily operations of the fron

Req Number** 159561 *Additional Salary Detail The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When d

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 comp...

Aston Carter is looking to hire an Inside Sales Representative to assist a client in the Clifton Park, NY area.This is a direct hire opportunity and takes place in facility and look to start in the next coming weeks.Do you have an innate ability to establish relationships based on trust, accounta...

Competitive hourly pay rates & team bonus.Additional terms and conditions apply.At David's Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the wedding dress that matches a personal styleor the career that is a perfect fit.Join a...

Job Opening At Sonic Healthcare USA.Proudly certified as a Great Place to Work, Sonic Healthcare USA is dedicated to creating a supportive and inclusive environment.We emphasize teamwork and innovation.Check out our job openings and advance your career with a company that values its team members!...

In this highly collaborative role, you will have the opportunity to build productive and smart schedules to benefit the practice and patients, learn various insurance plans in order to explain patient breakdown of benefits, understand treatment plans, assist patients with financial agreements and...

Patient Coordinator (Medical Receptionist - Full Time): Bay Shore.Schweiger Dermatology Group is one of the leading dermatology practices in the country with over 400 healthcare providers and over 170 offices in New York, New Jersey, Pennsylvania, Connecticut, Florida, Illinois, Missouri, Minneso...

Healthcare Integration Project Manager.SightMD is a rapidly growing integrated ophthalmic provider group, extending the reach of exceptional eye care to patients across New York, New Jersey, Pennsylvania, and Connecticut.With over 127 eye care providers and the convenience of 60 locations, our co...

Familiarity with financial aspects of project management, including budgeting, cost estimation, and tracking project spend; ability to collaborate effectively with Finance teams. Skills, Abilities and Knowledge: + Strong understanding of project budgeting, cost estimation, and financial tracking

Sr Registration Associate (Medical Receptionist) - Clifton Park - FT/DAY- Endocrinology.If you are looking for an administrative position in Clifton Park, full-time, this could be your opportunity.Peter's Health Partner's, we care for more people in more places.This position is located at 855 Rt ...

Experience working on products or features that enhance digital user experiences or client communications, ideally in financial services or wealth management. Experience with template management systems + Knowledge of Handlebars, Mustache, or similar templating languages + Understanding of e

Front Desk Medical Receptionist.Meeting House Lane Medical Practice is calling all who are interested in a Full-time Front Desk Medical Receptionist job in the Southampton, New York area to apply to join our amazing team!.We are an established company in the healthcare industry that invests in ou...

Job Opening At Sonic Healthcare USA.Proudly certified as a Great Place to Work, Sonic Healthcare USA is dedicated to creating a supportive and inclusive environment.We emphasize teamwork and innovation.Check out our job openings and advance your career with a company that values its team members!...

Our client, a global leader in information and software solutions, is currently seeking an onsite Admin Assistant in White Plains NY.Monday-Friday, 9:00 AM-6:00 PM EST (OT possible as needed).As an Administrative Assistant, you will provide a wide range of administrative support to ensure the smo...

Schweiger Dermatology Group's Ultimate Employee Experience:.Multiple office locations, find an opportunity near your home.Positive work environment with the tools to need to do your job and grow.Full time employees (30+ hours per week) are eligible for:.Medical (TeleHeath included), HSA/FSA, Dent...

Since 1893, Helen Keller Services (HKS) has been committed to improving the lives of individuals who are blind, visually impaired or have combined hearing and vision loss.HKS serves the New York City/Long Island area from its new headquarters in dynamic downtown Brooklyn and the Helen Keller Nati...

Immediate Administrative Assistant Needed.Opportunity to work for a large contracting/construction organization in the area.Full time Monday - Friday 9AM-5PM Bay Shore, NY $24/HR.Excellent communication skills.Experience with higher level admin/office work.Experience with bookkeeping is a huge pl...

Administrative Assistant (3-Month Contract).We are seeking an organized and detail-oriented Administrative Assistant to provide exceptional support to our team.The ideal candidate will have experience in higher-level administrative tasks and office work, with a strong ability to multitask and pri...

Administrative Assistant Opportunity.Servpro of Buffalo/Tonawanda is hiring an Administrative Assistant!.Paid Vacation with time accumulated.As an Administrative Assistant, you would be asked to assist office teammates and all customers by handling office tasks, providing polite and professional ...

The New York State Unified Court System is seeking an.Appellate Division, Fourth Department in the.Attorney for the Children Program.Reviewing and auditing a high volume of vouchers for accuracy and compliance.Extracting and interpreting relevant information for input into a database.Typing and d...

Commercial Sales Support & Administrative Assistant.Liberty Moving & Storage is looking for a responsible Sales Support and Administrative Assistant to perform a variety of administrative and clerical tasks for our entire Commercial Sales Department.Duties of the Sales Support or Administrative A...

AHRC Suffolk's mission is to provide dynamic, innovative and integrated services where children and adults with intellectual and developmental disabilities discover and define their own quality of life and are thriving to their fullest potential, joined by their families, circles of support and o...

Restoration Administration Position.The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative and prioritize daily tasks.A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.This ...

Req Number** 47524 Job Description Job Description Performs diversified clerical duties related to the operational needs of the office/department.Job Responsibility + Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, report

For over 35 years, KLD Labs, Inc.Our technologies support monitoring, inspection, condition-based maintenance, and asset management needs for rail operators worldwide.As a trusted leader in transportation automation and safety systems, we design, manufacture, and customize solutions that improve ...

Administrative Assistant Opportunity.Servpro of Buffalo/Tonawanda is hiring an Administrative Assistant!.Paid Vacation with time accumulated.As an Administrative Assistant, you would be asked to assist office teammates and all customers by handling office tasks, providing polite and professional ...

Check below to see if you have what is needed for this opportunity, and if so, make an application asap.Sr Project Manager - Dam Construction & Inpection.We have an immediate need for a.Senior Project Manager - Dam Construction & Inspection .Come join our team! We are looking to build services an...

Linde Engineering North America LLC.Tonawanda, NY, United States | req22293.In this role, you will utilize project management methodologies, system and tools as defined by company.You will also understand the project schedule and work with project team to develop a fabrication plan that supports ...

As a Receptionist, you will be responsible for managing front desk operations and welcoming guests, including: greet visitors and answer phones.Duties and responsibilities can change depending on business needs.

Strong understanding of banking processes and financial data analysis. Exemplary history of financial project management. Provide comprehensive financial updates to senior managers by evaluating, analyzing, and reporting appropriate data points.

Take the next step in your career as our new Aldi Customer Service Representative (Remote) to maintain accurate records and documentation, work collaboratively across teams and departments, and coordinate tasks to ensure deadlines are met.Other duties include adapt to shifting priorities and busi...

We are seeking a strategic, business-minded, experienced Chief Financial Officer to provide financial leadership and oversight across our three divisions: Engineering and Test, Technical Services, and Mission Systems. Reporting directly to the CEO, you will be a key partner in driving our financi...

Business Analyst Job Duties: Elicits, analyzes, specifies, and validates the business needs of stakeholders, be they customers or end users.Collaborates with project sponsors to determine project sc

Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance. Association for Mental Health and Wellness is seeking a Nonprofit CFO (Chief Financial Officer) to ma...

Join our growing team as a Amazon Customer Service Representative (Remote) to manage daily responsibilities with a focus on quality and efficiency, provide excellent service to customers and team members, and follow safety procedures and company policies.Other duties include gain knowledge of com...

Bring your energy to the role of Walmart Customer Service Representative to gain knowledge of company offerings to better serve clients, adapt to shifting priorities and business needs, and provide excellent service to customers and team members.Other duties include assist with processing returns...

Business Analysis Job Duties: Elicits, analyzes, specifies, and validates the business needs of stakeholders, be they customers or end users.Collaborates with project sponsors to determine project scop

Lead project through Gate Approval recommendation based on changes to resources, timing, scope or financials, following the approved STM process.

Join our growing team as a American Airlines Customer Service Representative (Remote) to coordinate tasks to ensure deadlines are met, assist with organizing, stocking, and general upkeep, and provide excellent service to customers and team members.Other duties include maintain accurate records a...

Our client, a global leader in information and software solutions, is currently seeking an onsite Admin Assistant in White Plains NY.Monday-Friday, 9:00 AM-6:00 PM EST (OT possible as needed).As an Administrative Assistant, you will provide a wide range of administrative support to ensure the smo...

Join our growing team as a American Airlines Customer Service Representative (Remote) to coordinate tasks to ensure deadlines are met, assist with organizing, stocking, and general upkeep, and provide excellent service to customers and team members.Other duties include maintain accurate records a...

Employee Benefits: At BAE Systems, we support our employees in all aspects of their life, including their health and financial well-being.

We’re looking for a Coca-Cola Customer Service Representative to gain knowledge of company offerings to better serve clients, maintain accurate records and documentation, and assist with processing returns and exchanges.Other duties include assist with organizing, stocking, and general upkeep, co...

Air traffic controllers typically do the following: Monitor and direct the movement of aircraft on the ground and in the air Control all ground traffic at airport runways and taxiways Issue landing and takeoff instructions to pilots Transfer control of departing flights to other traffic control c...

Project Manager Land Engineering.VHB's growing Hauppauge, NY office is seeking a Senior Civil Engineer/Project Manager to join our Land Engineering team.This position provides an opportunity to work on complex multi-disciplined projects for major institutional, industrial, coastal and real estate...

Bring your energy to the role of Aldi Customer Service Representative to manage daily responsibilities with a focus on quality and efficiency, work collaboratively across teams and departments, and assist with processing returns and exchanges.Other duties include follow safety procedures and comp...