Financial industry jobs in Plainview, New York - Page 4Create job alerts

The Senior Account Executive identifies, prospects and develops relationships with key end customers in the Financial Services Industry with the goal of influencing demand for Cornelis Networks products through its global network of channel and OEM partners. Proven track record of prospecting, build

In this role, you’ll guide the financial heartbeat of the organization. Leading the preparation of accurate, timely monthly and year-end financial statements. Assisting with annual budget development and financial planning.

Accountemps - JobID: 02930-9504261330-usen [ Accountemps' industry expertise will help you find positions well-matched to your unique skill set and requirements.

For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. The Business Banker I will develop and manage client accounts for the Business Banking Division, while ensuring that thes

Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit.

Assist in the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash Flows, and Notes to Financial Statements. Our clients are enterprises as diverse as sophisticated financial institutions and

You will be working closely with our team to conduct research, capture data, and attend meetings where you will learn about various aspects of the banking industry. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's futu

Strong understanding of the hedge fund industry and familiarity with various hedge fund strategies.

CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Certified Financi

CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Se

With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client.

With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client.

LHH Recruitment Solutions is seeking an Accounts Payable Admin to work for an exciting organization in the Bethpage, NY area.This is an in office Full Time position that can start ASAP!.Collect, organize, and prepare checks daily for signature and distribution.Maintain the check collection distribut

Accounting Clerk / Remote] - Competitive Pay ($20$25 per hour) / Flexible Hours / 1099 Contractor Role / Work with Multiple Industries - As a Bookkeeper at Belay, you will: Maintain accurate financial records by recording all transactions, including purchases, sales, receipts, and payments; Utilize

Accountemps - JobID: 02930-0013359691-usen [ Accountemps' industry expertise will help you find positions well-matched to your unique skill set and requirements.

Estamos buscando personas que deseen generar un impacto duradero en el bienestar financiero de individuos, familias y pequeñas empresas.Esto no es simplemente un trabajo de ventas, sino una carrera con propósito y oportunidades.Brindarás tranquilidad a tus clientes mientras los ayudas a enfrentar

US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal

Actualmente solo aceptamos solicitantes que residan a menos de 32 kilómetros de Long Island, Nueva York, o que estén dispuestos a viajar diariamente.No se considerarán los demás solicitantes.Estamos buscando personas que deseen generar un impacto duradero en el bienestar financiero de individuos

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your fi

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Bachelor's degree and a minimum of 9 years' sales experience in the financial s

Certified Financial Planner (CFP®) preferred. Financial Planner Recruiting, LLC's policy is to not discriminate against any applicant for employment or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status. Our client is a growing wealth management

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Bachelor's degree and a minimum of 7 years' sales experience in the financial s

Execute financial transactions in accordance with bank policies and procedures.

When it comes to business, our deep industry knowledge, flexibility and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients. Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banki

If you have great communication skills and an eye for detail, apply today! Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Look for, identify, and secure new clients to serve as a trusted advisor f

Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Strong knowledge of lending regulations and industry best practices. Analytical mindset with the ability to assess complex financial information.

About the job Financial & Wealth Advisors. Provide financial planning and investment management services to their clients.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to o

Manage personal pipeline to ensure service standards and financial goals are met.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the

Manage personal pipeline to ensure service standards and financial goals are met.

This role is key to providing accurate and timely financial information used to support both internal decision making and external constituents.

We specialize in providing contract, contract-to-hire and direct placement opportunities, with over 50 years of experience in the staffing industry.

Healthcare Industry Experience. The position is responsible for delivering accounting support and financial analysis that informs strategic planning, as well as managing ad-hoc analytical projects. Assist with annual budgeting, financial planning, workforce, and capital budgets.

Maintain key financial and operational metrics/KPI reporting. Generate monthly financial statements, including Profit & Loss and Balance Sheet, as well as custom reports.

Performing monthly, quarterly, and annual financial reporting. Developing, implementing, and maintaining internal financial controls and procedures. Assisting with financial planning and risk management.

SMG ABA LLC, you will play a crucial role in managing the financial health of multiple clients. From preparing profit and loss reports and analyzing financial data to handling payroll and account reconciliations, you'll ensure the accuracy and integrity of our clients' accounting records. Maintain m

The Staff Accountant ensures the integrity of financial data by researching and resolving discrepancies, assisting with financial reporting, and supporting compliance with internal policies and accounting standards. The ideal candidate is detail-oriented, analytical, and committed to maintaining hig

Aon is looking for a Senior Investment Consultant (Hybrid in Atlanta, GA or Bannockburn, IL or Chicago, IL or Norwalk, CT).Leads all aspects of client deliverables and is responsible for interfacing with other teams within U.Exhibits outstanding knowledge of finance and investment theory and practic

Provide financial planning assistance for all aspects of the capital budget development process, including SAP and financial systems set-up and maintenance as necessary. Lead the variance analysis and query investigation, utilizing financial systems, for financial activity and ensure accurate alloca

The bookkeeper is responsible for maintaining accurate financial records for a nonprofit organization. Generate monthly, quarterly, and annual financial reports for the executive director, finance committee, and board of directors. Provide financial insights to help management make informed decision

This full-time, onsite role is critical to maintaining accurate financial records and supporting day-to-day accounting operations. If you're a goal-driven professional with strong organizational skills and a background in financial accuracy, this opportunity is for you. Maintain general ledger and m

Dave & Busters - JobID: R-1005508 [Retail Cashier / Team Member] As a Deposits Team Member at Dave & Busters, you'll: Serve as the initial point of security for all money, money equivalents, and all applicable paperwork; Make timely and accurate calculations of bill transactions; Handle money accura

This job involves working as Rates & Pricing, Plant Accounting and Financial Systems/Planning & Budgeting team interns. Financial Systems, Planning & Budgeting: Assist with analyzing Operations and Maintenance, Capital, and Storm budget to actual variances. Financial Systems, Planning & Budgeting: A

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. Has at least one year experience working in the financial service industry and/or a sa

Develop cash flow forecasts to anticipate future financial needs and support strategic financial planning. Identify and mitigate financial risks, including interest rate and liquidity risks, to protect the bank's financial stability. The Treasury Analyst oversees the bank's cash flow, liquidity, and

It is designed to elevate how we work, how we serve, and how we lead in our industry. Receives operational data for entry into the client's bookkeeping system and determines the best method to record the financial information, such as income, expenses, returned checks, bank charges, and labor hours/