Financial consultant jobs in Massapequa, NYCreate job alerts

Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers. The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment ...

At Synergy Financial we believein the power of financial education and creating generationalwealth. IndustryType(s): Independent Consulting and FinancialServices. As astatelicensed insurance broker you will have the chance to helpfamilies with various financial services including 401K rolloversan...

Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their...

MRI to AppFolio Implementation Specialist. They are currently in the process of transitioning from MRI to AppFolio to streamline operations and improve efficiency and are seeking an experienced implementation specialist to help lead this project!. The ideal candidate will have extensive experienc...

Increasing sales and market share and developing business through multiple marketing and sales techniques including (but not limited to) partnering with Presidio vendors/manufacturers, conducting in-person meetings, and cold calling as required. Managing individual sales objectives to include mon...

The business development consultant will be a key contributor to the growth of our employee benefit practice.This associate will serve as the liasion between our sales and service team creating a seamless transition, and act as a subject matter expert resource.Responsibilities may include but are...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and Regulatory professionals help organizations identify the regulatory changes impacting their business and implement effective and efficient processes to manage regulatory, capital, liquidity and interest rate r...

Understanding of basic financial principles including experience with project financial budgeting and planning. Must demonstrate strong consultative skills and the ability to work effectively with client and other systems technical staff, consultants, and vendors and all levels of staff.

Our cross-functional Financial Services industry group comprises more than 2,500 partners, managers, and staff and provides a broad spectrum of services to address the operational, technological, regulatory, and risk management challenges faced by financial services clients across sectors, includ...

Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage ...

Understanding of basic financial principles including experience with project financial budgeting and planning. Must demonstrate strong consultative skills and the ability to work effectively with client and other systems technical staff, consultants, and vendors and all levels of staff.

Our Wealth Management Advisory Practice combines a cross-functional group of practitioners to provide a suite of operational, technology, and regulatory offerings and expertise to serve the spectrum of wealth management clients, including retail broker-dealers, retail and private banks, investmen...

Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers. The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment ...

Fidelity’s greatest advantage is our people so our are designed to help you and your loved ones strike the right balance. Click to hear from a few of our associates about the outstanding benefits Fidelity offers:. Backed by Fidelity’s open architecture, you’re able to provide comprehensive inv

Looking for a responsible and organized experienced Project Manager for a busy design and fabrication company.

Provide exceptional post-sales support and assistance, turning customers into lifelong advocates. Proficient computer and technical skills, that help support the best customer solutions. Skillfully negotiate and close sales agreements, ensuring customers are thrilled and locked in for life.

Looking for a responsible and organized experienced Project Manager for a busy design and fabrication company.

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...

Looking for a responsible and organized experienced Project Manager for a busy design and fabrication company.

Provide exceptional post-sales support and assistance, turning customers into lifelong advocates. Proficient computer and technical skills, that help support the best customer solutions. Ability to empathize with customers, understand their needs, and provide tailored solutions.

Looking for a responsible and organized experienced Project Manager for a busy design and fabrication company.

Proficient computer and technical skills, that help support the best customer solutions. Provide exceptional post-sales support and assistance, turning customers into lifelong advocates. Our culture of excellence provides a pathway to success as local leaders and peers, will support your personal...

Looking for a responsible and organized experienced Project Manager for a busy design and fabrication company.