Trabajos financial planner en Glen Cove, New YorkCrear alertas

Financial Consultant 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 of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRASales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

We are looking for a Process Operator All shifts for our Westbury NY facility. In this role under close supervision, you will set up and operate all equipment within the production environment. Responsible for measuring and controlling product quality and making process changes within the scope of the standard operating procedures. Maintains a clean and safe working environment. \n \n We offer: \n \n Aside from a dynamic global culture and leading market position, we are proud to offer our employees development opportunities, competitive salary and a robust benefit program ALL available on first day of employment! The perks and benefits of working at Oerlikon include the following: \n \n\n • Comprehensive medical and prescription drug plan with low premiums, company sponsored HSA contributions and without cumbersome waiting periods to keep you going strong. \n, • Excellent Dental and Vision coverage.\n, • Employee Assistance, Financial and Wellness programs to help improve all aspects of your life journey. \n, • 401(k) retirement savings plan with significant company match and financial planning and education options to help you achieve your retirement goals \n, • Tuition reimbursement and internal education resources to satisfy your love of learning so you can continue to grow with us!\n, • Generous paid time off to support your physical and mental wellbeing.\n, • 12 paid company holidays to occasionally extend your weekends or time off. \n, • Flexible hours or remote work environment available for certain positions\n, • 100% company paid life insurance and disability insurance\n, • Employee Referral Bonus program because why not to bring your friends to work everyday!\n\n \n Your Responsibilities: \n \n\n • Reports to shift supervisor on production status, problems, and deviations.\n, • Reads and applies information contained in specifications to determine equipment settings that impact product outputs.\n, • Examine material in order to ensure conformance to established standards.\n, • Maintains processing reports to record and enter into batch records and databases.\n, • Ensure that correct materials are being utilized according production records and planner schedule.\n, • Identifies and labels all production materials in process at all times.\n, • Follow and comply with all safety and work rules and regulations and takes action to correct unsafe conditions where identified.\n, • Maintains department housekeeping standards.\n, • Performs other duties as assigned.\n\n \n Your Profile: \n \n\n • Technical Trades School or associates degree preferred.\n, • Ability to service and assemble manufacturing equipment such as industrial vibratory screening units.\n, • Must be able to read/comprehend written and verbal instruction in English.\n, • Must be able to communicate 1 on 1 and in small groups.\n, • Must have basic math skills to add, subtract, multiply and divide using weight and volume units (Example: kilograms, pounds, and gallons)\n, • Must have a minimum of 2 years of manufacturing experience or similar.\n, • Must be able to recommend improvements to the process with regard to safety, quality, and productivity.\n, • Must be able to operate forklifts and experience also working with electric hoists/cranes is preferred.\n, • Core Competencies: safety, keeping work area clean, performing quality work per work instructions, completing scheduled work on time, teamwork, and attendance.\n\n \n Why Oerlikon: \n \n Innovation and innovators thrive at Oerlikon, a leader in engineering solutions that enhance the performance of our products and services. We are diverse in our perspectives but united in our purpose: to develop technologies that reduce resource and energy consumption and help build a healthier, more sustainable and better protected world. \n \n #joinoerlikonus #joinourteam \n \n Are you curious? Then release your passion to succeed and APPLY to discover how you can help us build a better world and realize how you can make a personal difference by joining our global team! Our commitment is your success! \n Oerlikon is required by law to include a reasonable estimate of the current compensation range for this position, which is $20.00 to $22.00 per hour. Some positions within Oerlikon may also offer eligibility to participate in a discretionary incentive program. The salary of the finalist(s) selected for the role will be based on a variety of factors that are considered in making compensation decisions including, but not limited to, internal equity, job location, work experience, education, training, certifications, licenses, etc. Therefore, as compensation decisions are dependent on the facts and circumstances of each individual, it is likely that not all applicants will be hired at the highest end of the listed compensation range. Our total compensation package goes beyond base compensation and it will include a competitive benefits package starting with 2 weeks paid time off accrued on a monthly basis, 12 holidays, 48 hours personal/sick time (exception for NY where we follow State law,) medical, dental, vision, 401K, holidays, pet insurance and tuition reimbursement all effective day one of hire. \n \n \n \n \n About us \n \n Oerlikon is a global leader in surface technologies and advanced materials. With a unique portfolio spanning surface engineering, high‑performance materials, coating equipment and components, we make products better by enhancing performance, efficiency and sustainability. Oerlikon serves a wide range of industries, including aerospace, automotive, energy, medical, luxury, semiconductors and tooling. Head‑quartered in Pfäffikon, Switzerland, Oerlikon operates in 38 countries with approximately 9,500 employees, achieving sales of CHF 1.6 billion in 2024. \n Equal Opportunity Employment \n \n Oerlikon is an Equal Opportunity Employer. If you’d like more information on your EEO rights under the law, please click here: Know Your Rights. \n If you are unable to complete an application or respond to a job opening because of a disability, please contact us at [email protected] or [email protected]. This contact information is for accessibility requests only and is not intended for inquiries about the status of applications or for third-party vendor/agency requests. \n Oerlikon will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) \n Agencies \n \n Oerlikon only accepts agency resumes for positions that have been explicitly approved by HR for third-party support. We work exclusively with our approved vendors who have agreed to Oerlikon’s terms and conditions and have an executed contract in place. Any resumes or profiles submitted to Oerlikon employees for roles not approved and requested by HR will be considered unsolicited, and Oerlikon will not be obligated to pay a placement fee. \n

Provides pre-service financial clearance by generating patient estimates, communicating financial responsibility, and collecting payments prior to service.Performs a complete verification check on all health insurance coverage.Obtains all financial demographic information from the discharge planner

Tuesday 9:30am-5:30pm, Wednesday 11:30am-7:30pm & Saturday 7am-3pm.Performs a complete verification check on all health insurance coverage.Obtains all financial demographic information from the discharge planner for the organization, as well as outside referrals.Demonstrates and promotes service exc

Provides information on all insurance coverage and any patient financial responsibility to discharge planner.

Provides information on all insurance coverage and any patient financial responsibility to discharge planner. Demonstrates and promotes service excellence at all times.

Job DescriptionWe’ve built Rowan by rethinking the ear piercing experience from the ground up—prioritizing safety, clinical expertise, and a customer experience that feels both celebratory and trusted. Every piercing is performed by licensed nurses and guided by our Rowan Clinical Piercing Standard® and paired with our hypoallergenic products, setting a clear standard that is differentiated from traditional retail models. Our goal is to create a destination where customers feel confident, cared for, and excited to participate. Rowan’s Demand Planner, reporting directly to the Director of Inventory Management, will be data and process driven and be expected to drive sales growth and profitability using analytics, historical trends, and industry knowledge to help develop item, category, assortment and brand level merchandise sales and buy plans. This role requires the ability to influence both peers and managers at all levels of the business. Accountability for analysis of the business and the development of future strategies that support financial targets is a key component of this role. A successful candidate enjoys working with a team in a fast-paced environment and is passionate about retail. What you'll do: • Develop and maintain strong relationships with inventory and buying departments to deeply understand business performance at the item level., • Collaborate with relevant teams to develop item, category-level and subcategory strategies, enhancing overall business effectiveness., • Develop and maintain accurate demand forecasts by analyzing sales trends, seasonality, promotions, and market intelligence., • Monitor forecast accuracy and identify root causes of forecast errors; implement continuous improvements., • Maintain SKU-level forecast data and support new product introductions and phase-outs., • Prepare and present reports and dashboards on forecast performance, inventory metrics, and demand trends., • Lead Open to Buy (OTB) discussions, identifying and focusing on business drivers, opportunities, and strategic initiatives., • Oversee markdown management and inventory health, including pre-season buying budgets, in-season replenishment, pricing strategies, and procurement forecasts., • Conduct comprehensive financial forecasting, including item-level planning, annual operating plans, and regular forecasts of sales, receipts, gross margin, and inventory positions across various timeframes and categories., • Conduct detailed analyses to support strategic initiatives and regularly review business performance, providing actionable insights and recommendations for improvement., • Understand and anticipate customer behavior and market trends to influence demand and adjust category vision and strategies accordingly., • Perform detailed vendor analysis to support and inform negotiations., • Communicate effectively to align and influence cross-functional stakeholders, ensuring collaboration with Allocation, Finance, Marketing, and Operations teams to meet collective goals., • Drive initiatives aimed at maximizing sales potential and continuously seek opportunities to improve overall business performance., • Run financial modeling to support informed buying decisions, incorporating assumptions, expectations, and known risks., • Ensure structured reporting deliverables are met, evaluating reports for accuracy, performance efficiency, and adherence to best practices., • Provide timely and accurate re-projections based on current trends to effectively manage inventory and drive margin., • Interface with key departments to ensure cross-functional goals are met., • Exhibit initiative to look beyond the everyday business to identify opportunities to maximize sales potential., • Perform all other duties as assigned, demonstrating flexibility and adaptability to changing business needs and expectations.What you bring to the table:, • Bachelor’s degree in Merchandising, Finance, Business, Accounting or similar field or equivalent experience., • 3-5 years’ experience in merchandise planning, inventory management, analytics, planning, business management, omni-channel merchandising, or related area., • Very strong analytically with strong communications and presentation skills; ability to present complex information to various audiences., • Excellent attention to detail, organizational skills, time management, and influencing cross functionally., • Strong executive presence with the ability to partner and challenge simultaneously., • Proficient in Microsoft Applications (i.e., Excel, PowerPoint, Word)., • Entrepreneurial spirit - excited by the challenges that come along with building brands. Full-Time Benefit + Perks:, • Medical/Dental/Vision Health Plans, • Long-term Disability, • Life Insurance, • 401k and Roth IRA Plans, • Paid Parental Leave, • Open PTO policy, • Employee discounts on our amazing products!About Us: Rowan is an innovative ear-piercing and hypoallergenic jewelry brand that brings safety to the forefront with our team of licensed nurses—and celebration to every guest with our joyful approach to piercings and jewelry. Our brick-and-mortar locations across the US also provide a long-overdue alternative to the standard mall piercing. At Rowan, we believe that every ear piercing is a milestone and it should be celebrated. We believe in “Piercing for All”. Check us out on CNBC's How I Made ItCheck us out on the TODAY Show on NBC — How 1 woman is reinventing the ear piercing experience (today.com) How Rowan Has Created a New Pathway for Nurses Important note: Rowan believes in teamwork, collaboration, and diversity. We know our team is stronger together and we commit to staying true to these values as we grow. In a remote setting, interviewing at Rowan may include phone interviews, virtual “on-site” interviews, and on-the-job mock cases. We are committed to run a thorough process for candidates with whom we identify a potential match, and we will do our best to follow-up with each and every applicant! If you’re on the fence, just give it a try! We are an equal opportunity employer and we encourage everyone to apply! Rowan is an equal opportunity employer. All applicants will be considered for employment without regard to race, religious creed (including religious dress and grooming practices), color, national origin (including language use and possession of a driver's license issued to persons unable to prove their presence in the United States is authorized under federal law), ancestry, physical disability, mental disability, medical condition, genetic information, registered domestic partner status, marital status, sex (including pregnancy), sexual orientation, gender, gender identity (including transgender identification), gender expression, age for individuals over forty years of age, military and veteran status of any person, or any other consideration made unlawful by federal, state, or local laws (“protected characteristics”). We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Position: Sr. Payment Analyst – ACH Processing. Location: Troy MI /Hicksville NY / Jackson MI Skills and Qualification – · Candidate should have minimum 1 to 5 Years of work experience in Payment Processing. · Good understanding NACHA, Fedwire/CHIPS/SWIFT and regulation related to ACH. · Strong knowledge of ACH processing rules and Dispute Handling · Expertise payment platforms such as ACH Plus, ACHPS, or equivalent banking portals. · Proficiency in bank account validation, exception handling, reconciliation, and settlement processes. · Strong analytical and problem-solving skills for resolving payment failures, variances, and investigations. · Understanding fraud control mechanisms, OFAC/AML compliance, and risk-mitigation procedures. · Excellent attention to detail, accuracy, and adherence to internal controls and dual authorization workflows. · Strong communication skills for interacting with banks, vendors, auditors, and internal stakeholders. · Ability to operate in high-volume, deadline-driven environments while maintaining accuracy. Certifications Needed: · Education level required:High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent · Minimum experience required: 3+ years in ACH Operations within a financial institution or payments processing environment · Experience with ACH processing systems · Strong knowledge of NACHA operating rules, Regulation E, and the ACH network. · In-depth knowledge of check clearing processes, Check 21, Regulation CC, and item processing systems Position: Sr. Payment Analyst – Check Item / Exception Processing Location: Troy MI /Hicksville NY / Jackson MI Skills and Qualification – · Candidate should have minimum 3+ Years of work experience in Payment Processing – Check Item/Exception processing. · Good understanding regulation related to Checks · Strong knowledge of Check clearing procedures. · Expertise payment platforms – SCO Web or equivalent banking portals. · Proficiency in bank account validation, exception handling, reconciliation, and settlement processes. · Strong analytical and problem-solving skills for resolving payment failures, variances, and investigations. · Understanding fraud control mechanisms, OFAC/AML compliance, and risk-mitigation procedures. · Excellent attention to detail, accuracy, and adherence to internal controls and dual authorization workflows. · Strong communication skills for interacting with banks, vendors, auditors, and internal stakeholders. · Ability to operate in high-volume, deadline-driven environments while maintaining accuracy. Certifications Needed: · Education level required:High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent (Add applicable additional detail i.e. field of study required or equivalent work experience if applicable) · Minimum experience required: 3+ in Banking Operations Position: Senior FX Ops Payment Analyst Location: Troy MI /Hicksville NY / Jackson MI Skills and Qualification – · Candidate should have minimum 4+ Years of work experience in Payment Processing · Familiarity with regulatory reporting, central bank guidelines, and international banking standards. · Experience with CLS (Continuous Linked Settlement) eligible transactions, FX netting, Nostro funding, and reconciliation systems. · Exposure to core banking systems, trade lifecycle tools, and wire‐processing platforms. · Strong understanding of compliance requirements for cross‐border transactions and FX operations. Certifications Needed: · Education level required: College, Vocational or Associates Degree (2 years or equivalent) in Business, Finance or related field. Consideration of equivalent work experience · Minimum experience required: 4+ Years of experience in FX operations, international wire processing or banking operations. · Hand-on experience with SWIFT messages (MT103/202), FX platforms (e.g., FXall, 360T, Bloomberg), and international payment systems. · Strong knowledge of global currency settlement processes and related compliance controls. Position: Sr. Payment Analyst – Wire Operation. Location: Troy MI /Hicksville NY / Jackson MI Skills and Qualification – · Candidate should have minimum 4+ Years of work experience in Payment Processing · Advanced knowledge of: Wires Systems, core banking platforms, compliance and fraud screening tools · Ability to lead or coordinate projects · Familiarity with write transfer systems: Fedwire, SWIFT, CHIPS · Understanding of risk-mitigation in high-value transaction processing · Experience using bank platforms, Fiserv, FIS, Finastra or similar core banking systems · Strong interpersonal skills and ability to communicate with internal and external clients in a clear and concise manner · Proficiency in bank account validation, exception handling, reconciliation, and settlement processes. · Strong analytical and problem-solving skills for resolving payment failures, variances, and investigations. · Understanding fraud control mechanisms, OFAC/AML compliance, and risk-mitigation procedures. · Excellent attention to detail, accuracy, and adherence to internal controls and dual authorization workflows. · Strong communication skills for interacting with banks, vendors, auditors, and internal stakeholders. · Ability to operate in high-volume, deadline-driven environments while maintaining accuracy. Certifications Needed: · Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent · Minimum experience required: 4+ Years in banking operations, specifically with wire transfer processing, both domestic and international · Demonstrated expertise with wire transfer systems · Experience handling high-value transactions with minimal supervision · Prior experience working in a regulated financial environment with exposure to risk controls and compliance procedures Position: Asst. Unit Manager Payment Processing. Location: Troy MI /Hicksville NY / Jackson MI Qualities Required: · Prior Work Experience of Team Handling from same Industry – for at least 5+ years · Excellent communication and presentation skills – to be part of Client calls and Management Calls. · Self-driven, results-oriented with a positive outlook, and a clear focus on high quality and business profit · A natural forward planner who critically assesses own performance · Mature, credible, and comfortable in dealing with senior big company executives · Reliable, tolerant, and determined. · Empathic communicator, able to see things from the other person's point of view · Well-presented and businesslike. · Sufficiently mobile and flexible. · Keen for new experience, responsibility and accountability · Able to get on with others and be a team-player Skills and Qualification – • Hands on experience & nuances of operations related to Payment processing, • Excellent people management skills, Issue resolution & leading by example, • Excellent client facing capabilities in terms of managing escalations & relationship, • Excellent communication (Written & Verbal English), • Networking capability, • Analytical (Tactical & Strategic) & forward-thinking mindset, • Hands on experience resource management (Billable & Buffer headcount), • Flexible to travel & work between locations for business reasons, • Prior experience in running Process improvement, Six Sigma Projects & Business value adds to the client, • Good understanding NACHA, Fedwire/CHIPS/SWIFT, • Strong knowledge of Payment processing rules and Dispute Handling, • Expertise payment platforms such as EPP, ACH Plus, ACHAPS, Payplus, Total Messaging, SCOWeb, or equivalent banking portals., • Proficiency in bank account validation, exception handling, reconciliation, and settlement processes., • Ability to operate in high-volume, deadline-driven environments while maintaining accuracy. Company DescriptionK-Tek Resourcing is a consulting organization with offices in Houston TX and St. Paul, MN. It is supported by 2 global delivery centers, located in India. With its global employee strength of over 250, K-Tek has been supporting its clients for over 9 years. Why K-Tek K-Tek has a tenet of excelling at delivering resources and solutions based on its experience, integrity, distinction in delivery, reduced turn-around time and the consistency at being the "First Time Right". Vision / Mission At K-Tek we believe in understanding the specific needs of the customer and tailor-creating innovative solutions to meet these needs. We invest in our employees and customers. We build a relation of trust with our customers through empathy, solutions and being the first time right. K-Tek Resourcing LLC is one of the leaders in Resourcing industry with a portfolio of over 300+ consultants working at different client’s sites. Our commitment to compliance, excellent client servicing and superior quality has positioned us for sustained success.K-Tek Resourcing is a consulting organization with offices in Houston TX and St. Paul, MN. It is supported by 2 global delivery centers, located in India. With its global employee strength of over 250, K-Tek has been supporting its clients for over 9 years.\r\n\r\nWhy K-Tek\r\nK-Tek has a tenet of excelling at delivering resources and solutions based on its experience, integrity, distinction in delivery, reduced turn-around time and the consistency at being the "First Time Right".\r\n\r\nVision / Mission\r\nAt K-Tek we believe in understanding the specific needs of the customer and tailor-creating innovative solutions to meet these needs. We invest in our employees and customers. We build a relation of trust with our customers through empathy, solutions and being the first time right.\r\n\r\n K-Tek Resourcing LLC is one of the leaders in Resourcing industry with a portfolio of over 300+ consultants working at different client’s sites. Our commitment to compliance, excellent client servicing and superior quality has positioned us for sustained success.

Job Description What We Offer: • The ability to design your career with a hybrid work model, combining remote flexibility with in-person training, team collaboration, and ongoing support from a Forbes-recognized insurance organization, • A comprehensive benefits package, including medical, dental, and vision coverage; a 401(k) with company participation; and group life insurance, • A training stipend plus performance-based incentive opportunities, • Company-sponsored licensing, education, and professional development, • Clear pathways for career advancement, including opportunities to grow into leadership roles Applicants must be within commuting distance of Hauppauge, NY. Compensation: $100,000 OTE Responsibilities: Client Relationship Management • Build and maintain long-term client relationships through consistent communication and regular review meetings, • Lead discovery conversations to understand clients’ financial objectives, risk tolerance, and personal priorities, • Deliver clear, confident, and compliant financial guidance tailored to client needs Financial Planning & Analysis • Analyze client financial information to develop comprehensive, personalized financial plans, • Provide guidance on retirement planning, investment strategies, tax-efficient solutions, education funding, risk management, and estate planning, • Prepare and present financial plan recommendations, including ongoing performance reviews Sales & Business Development • Identify new client opportunities through referrals, networking, and community engagement, • Recommend tailored investment and insurance solutions to meet individual client goals, • Consistently meet or exceed activity, growth, and revenue targets Compliance & Documentation • Ensure accurate and timely documentation in compliance with SEC, FINRA, and internal policies, • Stay up to date on market trends, product offerings, and regulatory changes, • Keep licensing up to date Qualifications: Required Qualifications • Active Series 7 and 66 licenses (or Series 65/63 combination), or equivalent state insurance and securities licenses, • Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience, • Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role, • Strong understanding of investment products, financial planning principles, and regulatory requirements, • Excellent communication, presentation, and client relationship management skills, • Must be able to attend all in-office meetings and events Preferred Qualifications • CFP, ChFC, or progress toward obtaining a professional designation, • Experience with CRM systems and financial planning software, • Existing book of business (preferred but not required) 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., • Mission Driven - "Do good. Be good. Make good."

Provides information on all insurance coverage and any patient financial responsibility to discharge planner.

Financial Planner/h2pCAPTRUST is seeking a Financial Planner who will deliver high-level service to clients at our firm. Primary responsibilities include, but are not limited to:/pulliBroadly support Financial Advisors as part of a team in delivering top quality advice and service to clients/liliCol

Lead Financial Planner/Advisor. The firm is deeply committed to comprehensive financial planning as the foundation of every relationship. Creating and delivering comprehensive financial plans for new clients.

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Ready to build a career with a company that's leading the foodservice industry?.Here's HOW we help YOU make it!.CDL A Delivery Drivers start at.First year driver annual average: $96,700, increasing to $108,000 at the 12 month mark! (These numbers are inclusive of Overtime).Benefits include medical,

Plastic Surgery Administrative Assistant.Private plastic surgery practice in Long Island is seeking an experienced administrative assistant to join their team.Assist with daily administrative duties, ensure efficient operations of the practice.Assist in the onboarding of new employees and providers.

Under supervision of the Sales Office Manager, the Administrative Assistant provides administrative, secretarial and advertising support to the branch office and sales agents.Monday thru Friday: 8:30AM to 5:00PM Office Location: 116 7th St, Garden City, NY 11530.Assist Agents with listing input and

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

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

At Smashburger, we don't just make burgerswe create crave-worthy moments that keep guests coming back for more.We're driven by a shared commitment to excellence, working as one team and taking bold action to deliver unforgettable experiences.Here, you'll be part of a group that works hard and genuin

Administrative Assistant, Healthcare/h2pLocation: New Rochelle, New York 10801 Duration: 24 Months Contract Position/ppRequirements:/pulliThe Nursing Home Program is responsible for regulatory activities related to health care facilities.Some of the many program responsibilities include: inspecting

Wego Chemical Group Administrative Assistant.This position is responsible for providing professional administrative and reception support to ensure the efficient day-to-day operation of the office.Duties include answering and routing phone calls, greeting visitors, managing front-desk reception acti

Executive Administrative Assistant.HealthCare Partners, IPA and HealthCare Partners, MSO together comprise our health care delivery system providing enhanced quality care to our members, providers and health plan partners.Active since 1996, HealthCare Partners (HCP) is the largest physician-owned an

Excel Data Entry/Administrative Assistant.The Administrative Assistant provides essential administrative support to the millwork and production teams in a fast-paced, production-focused environment.This role manages phone communications, organizes physical and digital records, and maintains accurate

Authorization Specialist/h2pSt.Francis Hospital, The Heart Center is New York States only specialty designated cardiac center.A member of Catholic Health, St.Francis is consistently recognized by U.News World Report as a national leader for Cardiology Heart Surgery, as well as for Gastroenterology

Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. Financial advisors grow the business through identifying and creating new clients through initial discovery of financial goals and

Administrative Assistant - Garden City.Friedman Vartolo LLP is a fast-growing, New York-based law firm specializing in real estate and default services, with over 300 employees providing top-tier legal services to our clients in seven states.While our legal expertise sets us apart, it's our mindset

Find competitive benefits from financial and education to well-being and beyond at https://corporate.

A wellness program that supports your physical, financial and emotional health.

Automotive Cashier | Service Receptionist | Customer Service Representative.Levittown Ford Service Center VIP Automotive Group.Levittown Ford is hiring an experienced Automotive Cashier / Service & Parts Clerk / Customer Service Representative to support our high-volume service department.This role

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ShopRite - Cashier (Greenfield).Bethpage, NY (ShopRite of Bethpage).Description: We are living our Purpose - To Care Deeply about People, Helping them to Eat Well and Be Happy.This Purpose guides everything we do and is why we are in business.We are using our service priorities - Safety, Friendlines

Responsible for completing ABP transactions by scanning items, inputting product codes, taking in cash and providing change or processing card transactions.Responsible for cash drawer security, cash balance and adhering to all other aspects in ABP's cash handling policy.Provide "guest-first" service

Northeast College of Health Sciences is an Equal Opportunity employer and does not discriminate against students or employees on the basis of age, race, color, creed, gender, sexual orientation, or handicapping conditions (or any other protected status) in its educational programs, financial aid, ac

Freedom & Control: Build a schedule that supports your lifestyle and financial goals.

Delivery Driver Associate Responsibilities: We have created an environment where we promote from within.This position consists of driving a non-CDL cargo van and making deliveries on behalf of one of today's largest e-commerce companies.We provide training, on-road support, and all the tools needed

As a Cashier you are accountable for the customer service and sales experience including: maintaining checkout standards; assisting with general operations such as Omnichannel, recovery and inventory; and upholding performance standards relative to shrink/safety and meeting performance standards ass

Cashiers play a critical customer service role by providing customers with fast, friendly, accurate and safe service.They process Checkout and/or Return transactions, as well as monitor and maintain the Self-Checkout area.They proactively seek product/project knowledge to provide customers with info

This position is the individual who takes the customer's order either at the front counter or on the Drive-Thru.Additionally, this position will pack the prepared food in holding equipment into the take-out containers to present to the customer.Food preparation of non-fried items such as mashed pota

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Farmingdale, NY - FARMINGDALE, NY 11735.The company's core philosophy is to create profit opportunities for its customers.We provide many value added services to help our customers succeed.Great people, superior service, customer education, targeted promotions, and a relentless drive to excel.You ca