Financial advisor jobs in Valley Stream, New York - Page 2Create job alerts

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).

Financial markets and products.

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. Des

Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. Take inbound calls and review financial goals to uncover needs and opportunities; provide

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. Des

Bank Of America Financial Advisor. 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,

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).

Advisor (Financial Aid, Registration, Student Accounts). Serve as "one-stop advisor" for students and families concerning financial aid, billing and registration. Accurately advise and assess current students' financial aid/billing history, needs and potential problems in making payments due to the

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

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).

Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families.

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

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Provides financial planning services by advising the cus

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

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

Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration.Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and t

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

Northwell Health - 270-05 76th Ave [Medical Office Assistant] As an Unit Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Northwell Health - 600 Northern Blvd [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of cle

Brookdale Senior Living - 2861 Troy Schenectady Rd [Medical Office Assistant] As a Receptionist at Brookdale Senior Living, you'll: Greet all visitors entering the community, answer questions, ensure visitors sign guest sheets, and answer/direct phone calls to the proper residents and staff; Sort, d

Northwell Health - 270-05 76th Ave [Medical Office Assistant] As an Unit Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of

Experienced Medical Receptionist - Front Desk, Mineola, Long Island.For Premier Private Ophthalmology Office in Mineola, Long Island (11501), adjacent to Long Island Railroad, Mineola Station and NYU Winthrop University Hospital with affiliated practice in the NYC, East Village (close to Stuyvesant

Northwell Health - 3003 New hyde Park rd [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of

OfficeTeam - JobID: 02640-0013358327-usen [ Office Team by Robert Half leverages its strong relationships with hiring managers across the globe to not only help you find work, but also coach you through the interview process and provide long-term resources to you while ensuring you top pay, great be

Looking for an experienced Business Analyst/Project Manager who will be responsible for understanding and assessing the changing needs of the business.Frequently analyze the impacts of change, document and support communication between relevant groups and stakeholders, and capture requirements neede

OfficeTeam - JobID: 02920-0013352110-usen [ Office Team by Robert Half leverages its strong relationships with hiring managers across the globe to not only help you find work, but also coach you through the interview process and provide long-term resources to you while ensuring you top pay, great be

The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch.This individual will be the first point of contact for clients and internal partners.Answer and direct incoming telephone calls, take messages and

The role will involve working on a variety of projects, including those within the Banking & Financial Services, Commercial, Retail, Hospitality, and other sectors.

Assistant Project Manager (APM).About the Role: Support project execution by assisting with coordination, documentation, and team communication.Ideal for those eager to grow into a project management role.Manage RFIs, submittals, and project logs.Assist with budget tracking and procurement.Support p

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Masters Construction Company, we are seeking individuals who bring more than technical expertise to the table — we are looking for critical thinkers with high emotional intelligence (EQ) who genuinely care about the success of every project and every person involved.Our team is distinguished by ou

Minimal weekday hours required (join for weekends only!).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 pe

Experienced Medical Receptionist - Front Desk, Mineola, Long Island.For Premier Private Ophthalmology Office in Mineola, Long Island (11501), adjacent to Long Island Railroad, Mineola Station and NYU Winthrop University Hospital with affiliated practice in the NYC, East Village (close to Stuyvesant

Customer Service Representative New York - American Water Company Merrick, NY, US, 11566 Our purpose is sustaining energy and water for life, and it is demonstrated in everything we do as a business, and as an employee team.At Liberty, we hire passionate people who care about doing the right thin

We are seeking a reliable and efficient.This role involves greeting visitors, answering phone calls, managing inventory, and assisting with event coordination.Greet visitors, answer phone calls, and respond to emails promptly and professionally.Keep the reception area clean and organized; stock coff

Customer Service Representative.Join our passionate team at Remote VA as a.Customer Service Representative.In this role, you will be the first point of contact for our customers, providing exceptional service and support to enhance their experience with our brand.Respond to customer inquiries via ph

Project Manager-Commercial Construction.Construction, Data Centers, Project Management.Albany - New York - United States of America, Armonk - New York - United States of America, Catskill - New York - United States of America, Kingston - New York - United States of America, Newburgh - New York - Uni

We are seeking a detail-oriented and experienced Junior Financial Controller to join our team. The ideal candidate will have a strong background in accounting operations, with a focus on financial reporting, monthly closings, and general ledger analysis. Prepare accurate and timely financial stateme

The Controller will oversee all aspects of accounting, financial reporting, and internal controls, with a strong focus on inventory accounting, Amazon financial management, and cost control across multiple facilities. Oversee Amazon FBA/FBM/AWD financials, including settlement reconciliations, FBA f

As the Property Controller, you will play a critical role in managing the financial operations of our real estate portfolio, leveraging your expertise in Yardi Voyager / Elevate to streamline processes and enhance financial performance. We are currently seeking an experienced and detail-oriented Rea

Support preparation of internal financial statements and workpapers. Maintain financial dashboards tracking firm performance and KPIs. Financial Analysis & Partner Support.

Performs diversified secretarial duties supporting management and/or a physician.Performs diversified secretarial duties including, but not limited to:.Typing various forms of correspondence.Scheduling appointments, meetings, etc.Transmitting various documents using computer, mail, and/or fax.Mainta

Our benefit offerings can help associates plan for their unique health, wellbeing, and financial wellness needs.

Medical insurance is available through our office for purchase by the employee (pre-tax).Paid time off - legal holidays and other holidays / Sick time are benefits earned after the probationary period is over.Paid Vacation time is earned after 1 year and 3 years.Flexible schedule - Our office is ope

Your primary role as Medical Scribe includes accessing past medical records, lab results, processing lab specimens, and handling prescription refills.Experienced in working closely with our providers to accurately input patient information/history into the EMR system.Fluency in both Spanish and Engl

Lucid Dermatology is a well-established dermatology practice dedicated to providing comprehensive skincare solutions to our patients.Our group of skilled dermatologists and passionate team members are dedicated to providing excellent patient care and fostering a friendly and welcoming environment.We

We create communities where employees thrive in their work, helping our residents thrive in their homes.Atria Senior Living's family of brands has openings for individuals looking for a career with outstanding benefits, including:.Employees may receive annual anniversary rewards dependent on classif