Financial consultant jobs in Massapequa, NYCreate job alerts

Work closely with internal teams, including financial advisors and underwriters, to align insurance operations with overall wealth management strategies. * Stay current with industry regulations ...

No if there is a situation where the contractor is unable to meet their financial needs due to low ... the consultant be using: HCHB Do you want the candidate to have experience in have home health ...

They are looking to add a Senior Lead Financial Advisor to their team to provide strategic guidance and leadership. Key Responsibilities * Build and nurture long-term relationships with existing ...

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University ...

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University ...

Our Sales Consultants manage the full travel/sales cycle so all our clients have to do is fly! Our ... Ensure you are consistently exceeding both your sales activity and financial targets * Confirming ...

Enrolled Agent, IRS Tax Consultant Opportunity1 Salary: $65k base (Flexible) & Health Benefits, 3 ... Ensure compliance with IRS regulations and prioritize accuracy in handling sensitive financial ...

Responsibilities Kforce 's client, a growing CPA/consulting firm is seeking a CPA - Senior ... Financial modeling including budgeting, forecasting, and projections * Assistance with accounting ...

Procyon Partners - Relationship Manager/Financial Advisor - Hybrid Overview: Procyon is a growing ... consulting services for over 70 companies. In addition, we are expanding our footprint in tax ...

Oversee and review financial statements and evaluate internal controls * Assist with the ... Respective similar certification for IT audit, consulting * Must maintain required CPE credits ...

We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial ...

You will provide customer consultations, including applying make-up and products. What We Can Offer ... Employee Assistance Program (mental health counseling and legal/financial advice) * Resources for ...

We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial ...

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for ... consulting networks in the world. We're dedicated to serving clients ranging from the dynamic ...

... consultations, policy review, assessment, review, and analysis of supporting physician ... Comfort with medical and financial information is a plus. • Experience with: No-Faults, medical ...

Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and dai...

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 ...