Financial planner jobs in Commack, New York (NY) State

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...

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...

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....

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...

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...

Based in Suffolk County, they are currently looking for a Project Manager to join their thriving business and work across a range of commercial, retail and medical projects on Long Island and in NYC. This Long Island-based GC/CM contractor have been delivering commercial projects across NY & NJ f...

We are seeking an Administrative Assistant to work closely with the executive staff as an immediate support provider for managing various projects and as an extra set of ears and eyes around our organization. ...

This pivotal role serves as a cornerstone in supporting the Fleet department at our Hauppauge, NY location, providing indispensable administrative assistance. Minimum of 2 years’ experience in administrative support and a fast paced environment. ...

We are seeking a Legal Admin Assistant/Mail Clerk to perform various administrative and clerical tasks. ...

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...

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. ...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a c...

The company is looking for a Junior Accountant to join our team. The JR Accountant will be responsible for supporting the monthly closing process, preparing reconciliations, and schedules, and making journal entries. The JR Accountant will also support AR, credit, and collections. ...

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...

We are looking for a staff accountant/ bookkeeper to handle general accounting operations. ...

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...

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...

We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office.As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and ...

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...

If this sounds like you, apply today!Responsibilities:• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financia...

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for d...

Crafting visually engaging reports and dashboards utilizing leading business intelligence tools like Power BI and Crystal Reports. Tracking the performance of diverse business processes by monitoring key performance indicators (KPIs) and metrics. Engaging with cross-functional teams, including bu...