Financial consultant jobs in Plainview, NYCreate job alerts

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

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...

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 ...

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...

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...

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 ...

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...

MRI to AppFolio Implementation Specialist.CFS has partnered with a leading property management firm dedicated to providing top-notch services to their clients.They are currently in the process of transitioning from MRI to AppFolio to streamline operations and improve efficiency and are seeking an...

You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele. No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of yo...

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...

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 ...

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.

The business development consultant will be a key contributor to the growth of our employee benefit practice.

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...

Join Our Prestigious Team at Mercedes-Benz of Huntington: Sales Professionals Wanted!**.Are you a driven and dynamic sales expert passionate about luxury automobiles? Do you excel in creating exceptional customer experiences and building lasting relationships? If so, we invite you to elevate you...

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

As a valued member of the Optimum door-to-door team, you will work in the ever-changing consumer landscape.

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.

As a valued member of the Optimum door-to-door team, you will work in the ever-changing consumer landscape.

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