Financial advisor jobs in Levittown, NYCreate job alerts

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual fun...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them ...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Create, collaborate & consult on marketing strategies and Advisor Marketing Plan development ... financial well-being so that they can pursue long and fulfilling lives. We turn challenges into ...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

... by employees, our mental and financial health resources, and our personalized learning ... advisor to our customers. The role requires deep cybersecurity subject matter expertise and ...

At the same time, those seeking help often encounter barriers--whether geographic, financial, or ... Ability to energize, advise & persuade senior corporate personnel * Strong interpersonal ...

... with automation. · Advise and approve monthly accruals. · Meet deadlines at month-end and ... Finance, or other related Business or Technical discipline. · Demonstrated experience with ...

Are you ready for your next best job where you can elevate your financial future? * Are you looking ... You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners ...

... estate, financial services; * However, we are willing to train candidates with a demonstrated ... Preparation of exchange documents and related coordination with clients and their advisors

Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Flyer Life Group is on the lookout for dedicated Sales Representatives to become part ...

Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Flyer Life Group is on the lookout for dedicated Sales Representatives to become part ...

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...

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...

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.

Northwell Health - 241 East Main Street [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, res...

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.

Northwell Health - JobID: 21414464 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respondi...

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a clients complex financial picture and guiding them with advice and solutions to help them live their best financial lives,...

Northwell Health - 241 East Main Street [Medical Office Assistant] As a Senior Administrative Support Assistant at Northwell Health, you'll: Provide high-level administrative support to senior executives; Manage calendars, schedule meetings, and coordinate travel arrangements; Prepare and edit co...

Financial Solutions Advisor - Consumer Investments - Western Long Island Market. 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. Ke...

Northwell Health - 1165 Northern Blvd [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respo...

Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Merrills financial advisors help clients pursue the life they envision through a one-on-one or team-bas...

Northwell Health - JobID: 21529970 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respondi...

Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a str...

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...

Office Assistant / Remote] - Anywhere in U.Up to $75K per year / Medical, dental & vision / PTO / 401k match - As an Administrative Assistant at The Voleon Group, youll: Manage daily office operations and maintain a clean and organized workspace; Schedule and coordinate meetings, appointments, an...

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...

MarketSource - JobID: 1315118 [Sales Associate / Team Member] As a Sales Representative at MarketSource, you'll: Drive sales productivity and customer satisfaction within Target Mobile retail locations on various Wireless products, accessories and services to customers; Engage in side-by-side sel...

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...

Office Assistant / Remote] - Anywhere in U.Great salary & benefits - As an Administrative Assistant at Crawford & Company, you will: Manage and maintain calendars, ensuring all appointments and meetings are accurately documented and scheduled; Organize and maintain electronic and physical files, ...

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...

Administrative Assistant / Remote] - Anywhere in U.Up to $26 per hour - As an Administrative Operations Assistant at TapestryHealth, you will: Organize and maintain files and documents in a timely and accurate manner; Communicate effectively with team members and clients through email and phone; ...

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. Financial Solutions Advisor - Consumer Investments - Western Long Island Market. Ke...

Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.We have an immediate need for a.Construction Project Manager with emphasis on healthcare projects in Nassau County, NY.Come join our team! We are looking to build services and capab...

Are you ready to take the next step in one of the most rewarding and financially lucrative career paths? At the Center for Wealth Preservation (CWP), we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to client success. Join o...

Administrative Assistant / Remote] - Anywhere in U.Up to $26 per hour - As an Administrative Operations Assistant at TapestryHealth, you will: Organize and maintain files and documents in a timely and accurate manner; Communicate effectively with team members and clients through email and phone; ...

Are you looking to Optimize your life? Start your exciting path to a rewarding career today! .We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore – it's...

Office Assistant / Remote] - Anywhere in U.Competitive salary / Health insurance / Retirement plans / PTO - As an Administrative Assistant you'll: Answer and triage phone calls, provide customer assistance, and route inquiries to appropriate departments or individuals; Prepare detailed agendas, p...

Manage the processes for financial forecasting and budgets and oversee the preparation of all financial reports. Oversee financial systems implementations and upgrades. M&J is seeking an experienced Chief Financial Officer (CFO) with the primary responsibility for planning, implementation, managi...

Office Assistant / Remote] - Anywhere in U.Great salary & benefits - As an Administrative Assistant at Crawford & Company, you will: Manage and maintain calendars, ensuring all appointments and meetings are accurately documented and scheduled; Organize and maintain electronic and physical files, ...

Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to c...

Assess and manage financial risks, including insurance coverage, surety bonds, and other financial instruments required for federal and public contracts. Serve as a key liaison between the firm and external financial stakeholders, including banks, auditors, government agencies, and investors. Ens...

Office Assistant / Remote] - Anywhere in U.Competitive salary / Health insurance / Retirement plans / PTO - As an Administrative Assistant you'll: Answer and triage phone calls, provide customer assistance, and route inquiries to appropriate departments or individuals; Prepare detailed agendas, p...

Leading financial strategy and management, this role will oversee teams in various geo-locations in all financial functions including accounting, budgeting, financial planning, reporting, payroll, audits, and regulatory compliance. Develop and implement financial strategies to support the company...