Trabajos financial planner en Deer Park, NYCrear alertas

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $100,000 at plan yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job DescriptionPhysical therapists are overworked and underpaid. They often see too many patients in a day, work long hours, and are constantly pressured to hit their metrics. This can be incredibly frustrating and lead to burnout. We believe that physical therapists should be able to focus on their patients without having to worry about these things. That's why we offer a supportive environment with a manageable patient load so you can focus on providing the best possible care. Hi, I am Dr. Shaden Ghattas, Owner of Universus PT & Wellness. I hope you are okay with me telling you a little about our backstory. After graduating PT school... I worked in a few different settings throughout my career, hospital outpatient, acute Care, High Volume Outpatient. In each of them I found that I was seeing too many patients per day, wasn't able to provide the care that I wanted to give each patient, and wasn't making the impact that I dreamed of when becoming a physical therapist. I remember coming home late, and being so frustrated. Almost to the point where I was wondering if PT was really the career for me. Don't get me wrong I learned a ton during those work experiences, but I wanted to be different and make a difference in people's lives. So, I started my own little "Side Hustle", while working all my other jobs. About 12 years ago, I decided to open my own practice with the goal of providing one-on-one care to my patients and really getting to know them and their goals. I wanted to help my patients get back to the activities they love without pain. Since opening our doors, we have been fortunate enough to grow quickly and have amazing team members. We are now looking for another new full-time physical therapist to join our team. Over the past couple years we have been able to help 1000s of local residents. The key "metrics" we pride ourselves on is not patient volume, number of new patients, or gross revenue.... but our customer satisfaction and staff retention rates. Most of our staff has been with us for 3+ years after hire. And for that we are blessed to have such a great team here at Universus PT & Wellness. We would love to have the opportunity to meet you and see if you might be a good fit for our team. We are looking for a passionate, outgoing, and experienced physical therapist to work with us part time or full time. The ideal candidate must be able to provide one-on-one care to patients and have experience in outpatient orthopedics with an interest in manual therapy, women's health and/or holistic healing. About The Company: We are a small practice east of the Huntington Village and we specialize in helping people who have been frustrated by traditional PT places and want real help in healing their bodies. We pride ourselves on uncovering the root cause of someone's pain in order to identify the best possible treatment plan. Vision Statement: To grow Universus Physical Therapy into the Premier Holistic PT and Wellness center on Long Island specializing in orthopedic manual therapy and women's health. Mission Statement: To empower 50,000 people on Long Island over the next 10 years, so that they can break free from a life of fear and dependence and thrive in everything that they do, beyond what they thought was possible. We will do this through holistic physical therapy, curated wellness programming and education. We will help people uncover their bodys deep imbalances in order to become more confident, resilient, and strong in the face of adversity. Core Values: Internal: • Pursue GROWTH and Learning, • Have an IMPACT on peoples lives and the community as a whole, • Choose FAITH over fear, • Conduct your dealings with others with LOVE, • Connect Emotionally, • Always innovate, • Be Your Own Boss (BYOB), • Be Authentic to your WHY, • Be Compassionate and Empathetic, • Be Passionate and Humble, • Embrace and Drive Change, • Have FUN- Do not take yourself too seriouslyExternal:, • Create WOW Patient Experiences, • Person First, Patient Second, • Anticipate, Adjust and Adapt to the Patient's Needs, • Go Above and Beyond What is Expected, • Treat Others the Way You Want to Be Treated or you would want someone to treat your Family, • Communicate Honestly and Openly (Say what you mean and mean what you say)We offer: Competitive Salary: We prefer our physical therapists not to work multiple jobs to support their living (Unless they want to) to prevent burnout. So we make sure our Base Salary, Bonus Structure, and Benefits Package is reflective to that. Benefits Compensation: Our Benefits Package includes • Medical, • 401k, • Accrued PTO, • CEU reimbursement, • Holiday Pay, • Structured Mentorship, • Profit Sharing, • Flexible Schedule: For those that need a more flexible work schedule we have the ability to create a part-time or full-time position that fits your lifestyle., • Ascension planning- for those interested in taking leadership roles within the company, • Access to Certified Financial planner for budgeting, 401K or other servicesTime:, • All Patient Evaluation Sessions are 1-to-1 for 40 Minutes. This allows you to give the patient your full attention, and get your evaluation documentation done in a timely manner., • Daily dedicated documentation time to be successful in timely claims submission, • Weekly patient rounds to discuss cases with your co-workers, • Monthly in-services to teach one another new techniques or review old material I look forward to hearing from you, Shaden *** Part-time and per-diem positions are available as well

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to s

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Personal Financial Counselor - Army National Guard, Farmingdale, NY. Primary responsibilities include the full breadth of personal financi

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $100,000+ OTE Responsibilities: • 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., • Serve as a collaborative team player willing to further develop through continued training opportunities., • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor., • Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs., • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals., • Complete Life and Health certification within 45 days.Qualifications:, • Long Island/Queens candidates only., • Previous Sales experience preferred., • Must be able to commute to Hauppauge, Long Island, for training.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025 We can only consider applicants authorized to work in the United States.

Job Description 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 developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Compensation: $75,000 - $125,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essentialAbout Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

No CDL needed / No commercial drivers license.DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

POSITION SUMMARY Obtains the best quality, service, and value for products and services through effective bidding, negotiation, and supplier management.Identifies manufacturing needs, identifies and selects suppliers, negotiates contracts, and arranges delivery.Purchases a high volume and variety of

Position: Customer Service Representative Company: NAPCO Security Technologies, Inc.Location: Amityville, NY The Company: NAPCO Security Technologies, Inc.Amityville, Long Island NY, is a world-wide leader in the manufacturing of electronic security systems for over 45 years is seeking a Customer Se

Excellent written/verbal communication skills including communicating complex financial information.

Regeneron is currently looking for a Principal Business Analyst to join our Process Data Management team in Process Sciences.Process Data Management supports the Manufacturing and Process Sciences departments through monitoring of manufacturing process performance, performing data analyses, and usin

We currently have a vacancy for a Litigation Financial Analyst. Assists the legal team by tracing, reviewing, and analyzing financial records from investigations to determine the source and delivery of funds, and the nature and volume of transactions. Assists prosecutors in preparing for court proce

Catholic Health is one of Long Island's finest health and human services agencies.Our health system has over 16,000 employees, six acute care hospitals, three nursing homes, a home health service, hospice and a network of physician practices across the island.At Catholic Health, our primary focus is

Network Adjusters is seeking a friendly, organized, and proactive individual to join our customer service team in our New York office in Farmingdale.The ideal candidate has excellent communication and customer service skills.He/she has an excellent understanding of administrative and clerical proced

We are seeking a highly experienced Senior Procurement Manager to lead sourcing, supplier engagement, and procurement execution for multiple programs throughout the full project lifecycle.This role is responsible for driving manufacturing readiness, implementing cost-effective solutions, mitigating

Business Incident Management Analyst.The Business Incident Management Analyst is responsible for executing the business incident management program strategy.This role will be responsible for daily management and administration of key business control activities to ensure minimal disruption to busine

This organization is focused on the design, development, and manufacture of specialty fluid and motion control products for demanding aerospace and defense applications.Its products are flying on most commercial and military aircraft, including single and twin aisle air transport, business and regio

A dedicated financial professional focused on delivering exceptional client service. Conduct client meetings and develop personalized financial strategies. Minimum 5 years of experience in wealth management or financial planning.

LPL Financial employee advisors who provide investment solutions and holistic financial advice to investors virtually and over the phone. At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. At LPL Financial, we believe

We currently have a vacancy for a Litigation Financial Analyst. Assists the legal team by tracing, reviewing, and analyzing financial records from investigations to determine the source and delivery of funds, and the nature and volume of transactions. Assists prosecutors in preparing for court proce

Assists the legal team by tracing, reviewing, and analyzing financial records from investigations to determine the source and delivery of funds, and the nature and volume of transactions. Assists prosecutors in preparing for court proceedings by developing legal theories for forfeiture and preparing

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow.

Provide CONNECTIONS support for 25,000 users statewide.Provide day-to-day CONNECTIONS user support, provide guidance to Implementation Specialists, coordinator with OCFS regional office staff to develop a long-term training package, assist in meeting federal performance benchmarks, support data qual

Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology?.At Leica Biosystems, one of Danaher's 15+ operating companies, our work saves lives-and we're all united by a shared commitment to innovate for tangible impact.You'll thrive in

We currently have a vacancy for a Litigation Financial Analyst. Assists the legal team by tracing, reviewing, and analyzing financial records from investigations to determine the source and delivery of funds, and the nature and volume of transactions. Assists prosecutors in preparing for court proce

At Aleut Federal, we believe the company and its mission is just as important as the job you are applying for.Aleut Federal is an Alaskan Native-owned enterprise whose purpose is to support our "Shareholders," the Unangax, the indigenous people of the Aleutian Islands of Alaska.People are at the cor

CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. Certified Financial Planner® licensing support2.

Utilization of Microsoft Excel models for financial analysis purposes and assist in developing financial models. Continuously performs financial analysis to ensure achievement of physician strategy financial objectives and support of CH's mission. Assist in the development and mentoring of any junio

Months Contract (Potential temp to perm).Obtains the best quality, service, and value for products and services through effective bidding, negotiation, and supplier management.Identifies manufacturing needs, identifies and selects suppliers, negotiates contracts, and arranges delivery.Purchases a hi

Network Adjusters is seeking a friendly, organized, and proactive individual to join our customer service team in our New York office in Farmingdale.The ideal candidate has excellent communication and customer service skills.He/she has an excellent understanding of administrative and clerical proced

Months Contract (Potential temp to perm).Obtains the best quality, service, and value for products and services through effective bidding, negotiation, and supplier management.Identifies manufacturing needs, identifies and selects suppliers, negotiates contracts, and arranges delivery.Purchases a hi

Position: Customer Service Representative Company: NAPCO Security Technologies, Inc.Location: Amityville, NY The Company: NAPCO Security Technologies, Inc.Amityville, Long Island NY, is a world-wide leader in the manufacturing of electronic security systems for over 45 years is seeking a Customer Se

POSITION SUMMARY Obtains the best quality, service, and value for products and services through effective bidding, negotiation, and supplier management.Identifies manufacturing needs, identifies and selects suppliers, negotiates contracts, and arranges delivery.Purchases a high volume and variety of

This organization is focused on the design, development, and manufacture of specialty fluid and motion control products for demanding aerospace and defense applications.Its products are flying on most commercial and military aircraft, including single and twin aisle air transport, business and regio

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

We are located in Hauppauge, NY and help customers with their insurance and financial services needs, including:.

Customer Service Representative - University Associates in Obstetrics & Gynecology, UFPC.Monday - Friday; 8:30 AM - 5 PM.Our compensation philosophy aims to provide marketable compensation programs and to compensate employees based on relevant experience and education.Individual compensation discuss

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, a

Founded in 1962, Air Techniques, Inc.Over 63 years later, Air Techniques has grown from a small company into a successful corporation.At our New York headquarters, we design and build two main groups of products: utility room and digital imaging products.Our products are manufactured in a vertically

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, y

We are seeking a Customer Service Representative to join our team.In this role, you will communicate with customers to identify their needs, process requests and provide helpful solutions that ensure they have a great customer service experience with our company.The ideal candidate is friendly, comp

E Jericho Tpke, Huntington Station, New York 11746 United States of America.Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative.As a Customer Service Representative, you will work as part of a supp

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.

We are looking for a motivated individual to perform office duties.This will include answering calls, dispatching calls to technicians, basic accounting functions, and other office responsibilities.Basic computer skills are required for this position.Plumber +Air is very customer focused in providin

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily.Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.Be responsible Cashier, Stocker, Manufacturing, Retail.