Financial advisor jobs in Massapequa, NYCreate job alerts

Direct 100 percent of closed deals to the finance and insurance manager, providing complete and accurate paperwork. * Write comprehensive sales orders and process paperwork in line with established ...

... advisor to define and implement technology strategies that focus on forward-looking, problem solving, and innovation aligned with the organization's operational, strategic and financial objectives ...

Advise on multi-state taxation, trust planning, and charitable giving to optimize client financial outcomes. * Provide strategic insights and proactive advice tailored to the unique needs of clients ...

Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is to ... Employee Assistance Program (mental health counseling and legal/financial advice) * Resources for ...

Prepare and analyze financial statements and evaluate internal controls * Assist with the ... UHY Advisors provides tax and consulting services, to a variety of business sectors. Reach out to ...

Oversee and review financial statements and evaluate internal controls * Assist with the ... UHY Advisors provides tax and consulting services, to a variety of business sectors. Reach out to ...

... Advise the Executive Leadership Team (ELT) with actionable cost data insights. • Prepare data to ... Finance or Accounting. • At least 3 years of relevant experience in cost accounting. • ...

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.

Student Services Center Advisor (Financial Aid, Registration, Student Accounts). Student Services Center Advisor (Financial Aid, Registration, Student Accounts). Serve as one-stop advisor for students and families concerning financial aid, billing and registration.

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and pr...

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...

The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering perso...

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...

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...

Manage the financial close process, including the preparation and analysis of financial statements and reports. The successful candidate will be responsible for overseeing all financial, accounting, and reporting activities at the plant level. Prepare and present financial reports and analyses to...

Budget/Financial analysis experience.

Our client, a leader in designing and manufacturing high-end displays for the beauty industry, is seeking a Project Manager to add to their team.If you are looking for a home to learn and grow then this could be the opportunity for you.This position is onsite 5 days a week from 8:30am - 5:30pm.En...

Create reports for updating both the accounting and operations teams on the financial performance. Assistant Controller - Financial ReportingAbout the Organization: Assistant Controller. Oversee the preparation and presentation of financial and managerial reports</l

Experience with data validation, financial models,.

Northwell Health - JobID: 21309697 [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...

Assistant Controller - Financial Reporting. Oversee the preparation and presentation of financial and managerial reports. Create reports for updating both the accounting and operations teams on the financial performance.

Northwell Health - JobID: 21303829 [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...