Financial advisor jobs in Uniondale, NYCreate job alerts

If yes, consider joining Baker Tilly (BT) as an Audit Manager for the Commercial Services sector! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. Five (5)+ years' experience providing financial st...

As a Financial Advisor, you will: * Build a client base and develop knowledge of Bankers Life financial products and market trends * Develop yourself with our award-winning training and mentorship ...

Series 7 is Mandatory and Life & Health license and Series 24 preferred BA/ BS- Accounting & Finance Preferred Minimum 1-3 years' experience in a compliance role or as a Financial Advisor Thorough ...

World Insurance Associates ("World") is a unique financial services organization with a global ... Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client ...

... 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 ...

... Advising clients on the implications of bankruptcy, including potential effects on credit, property, and future financial stability. 6. Managing client relationships, ensuring that clients are ...

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...

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.

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 - Consum...

The successful applicant will be responsible for providing expert financial guidance and support to our clients, helping them make prudent decisions to reach their financial goals. Assessing client's overall financial picture, understanding their needs and developing a solid financial plan. In co...

Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Senior Financial Advisor. Supervise Financial Advisors and Advisor Associates; this includes making sure work is delegated effectively and training procedures are being followed. Maintain goo...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion.

In support of student recruitment and retention, advise students and families on the financial aid application process, federal, state and institutional aid programs, student account billing and payment processes, current and past due balances/collec Financial, Registration, Student, Advisor, Acc...

In support of student recruitment and retention, advise students and families on the financial aid application process, federal, state and institutional aid programs, student account billing and payment processes, current and past due balances/collec Financial, Registration, Student, Advisor, Acc...

Optum NY, (formerly Optum Tri-State NY) is seeking a Customer Service Representative Associate to join our team in Lake Success, NY.Optum is a clinician-led care organization that is changing the way clinicians work and live.As a member of the Optum Care Delivery team, you’ll be an integral part ...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

Manage the financial close process, including the preparation and analysis of financial statements and reports. This role is integral to our finance department and business operations, providing critical financial insights to help shape our strategic direction. Collaborate with other departments ...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns.

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Engage with clients to understand their financial goals and concerns.