Trabajos financial planner en Commack, New York (NY) State

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...

Financial Planners at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning appro...

Financial Planners at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning appro...

Our team is passionate about our mission: making peoples lives better.Were headquartered in NYC, & offer hybrid NY-based (three days/ week in-office) & select, non-NY-based remote positions....

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Basic understanding of the role of a financial advisor or fin...

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.Fidelity provides a business model with an existing client base and institutional feeders o...

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...

Plans and facilitates project meetings to align the project team to methods and goals and to track project tasks. Mentor junior project managers and junior members of the project team. Is accountable for each stage of the project life cycle and final outcomes of the project, inspecting and evalua...

Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. Achieve proficiency in relevant technologies including eMoney Financial...

We are seeking a Senior Portfolio Accountant to join the Real Estate Systems Implementation Group (RESIG) practice, able to sit in a number of our offices. ...

Lead financial negotiations and raise all financial matters to executive management for decision. The Manager, IT Sourcing will act as an agent for the Procurement organization to source, contract and manage partnerships across the organization, with a heavy focus on supporting our Information Te...

Buyer position is to have responsibility for managing the in-bound supply chain for assigned commodities. The Buyer will manage a wide range of commodities as assigned which could include PCB’s, electromechanical and electronic components used in the manufacturing of Electronic Assemblies. ...

Northwell Health - JobID: 20572134 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respondi...

We are seeking a Buyer III/Senior Buyer to work in our corporate office located in either Melville, NY or Fountain Inn, SC. Problem resolution for accounting and receiving discrepancies, particularly with respect to communication with the suppliers for purchase orders the buyer placed. ...

Large Private Company seeking a Senior Financial Analyst to join their growing team on Long Island with Hybrid work schedule. Develop monthly forecasts of current year financial results. Develop and administer timely use-oriented financial analyses. Liaison with the NACO Business Analysts and Cor...

Growing Service Company is looking for an experienced Accounting Operations Manager to oversee and manage the accounting and billing operations of our company. The Manager of Accounting Operations will be responsible for overseeing a team, ensuring that all transactions are accurately invoiced. T...

Create, maintain, and update financial databases and spreadsheets, and generate various financial reports as required. Participate in team efforts to improve functioning of the department and provide guidance to less-experienced Financial Analysts. Responsible for various complex financial functi...

Serve as Secondary Advisor to an established Primary Advisor to deliver comprehensive wealth management services to longstanding clients while also building a deep relationship that would allow for future transition of Primary Advisor responsibilities. Ability to function in both a Primary Adviso...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning support to clients....

Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management Associate. What it takes to be an Equitable Advisors’ Wealth Manageme...

One of the largest financial businesses on Long Island is looking for an Interim Controller! They are a well-known, stable investment firm in need of someone with strong experience in the financial services sector. Responsibilities of the Controller position include:. If you would like to be cons...

We are seeking a highly skilled and experienced Senior Accountant specializing in SEC reporting to join our team. As a Senior Technical Accountant, you will play a critical role in ensuring accurate and timely preparation and filing of our company's financial reports with the Securities and Excha...

Our client is seeking an experienced Senior Accountant with a strong background in Government Accounting, specifically within the Public-School Sector. CPA (Certified Public Accountant) designation preferred. ...

JK Executive Strategies is proud to partner with a highly regarded family-owned and operated management group as they search for their newly created Controller position!. The Controller is a key member of the finance team responsible for overseeing the financial operations of the organization. Th...