Financial planner jobs in Levittown, NYCreate job alerts

The Financial Planning Specialist will collaborate with our Planning Team and Senior Advisors to develop customized Financial Plans. Consult with Advisors and planners on complex financial planning scenarios. Conduct training for planners and Advisors on financial planning topics and changes to l...

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Certified Financial Planner (CFP) designatio...

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in...

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in...

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.

The Financial Planning Specialist will collaborate with our Planning Team and Senior Advisors to develop customized Financial Plans. Consult with Advisors and planners on complex financial planning scenarios. Conduct training for planners and Advisors on financial planning topics and changes to l...

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.

Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary. Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary exp...

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.

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. Baseline knowledge about financial industry concepts, financial products, and the role of ...

JB Prince Company specializes in the distribution high quality chefs’ tools and small wares from around the world.JB Prince is well-known for its commitment to customer service and product mix.We strive to support our loyal customer base of professional chefs, culinary schools, distributors, a

We are hiring immediately for a.Note: online applications accepted.Part Time Schedule: Weekends and week day shifts available! More details upon interview!.Previous food service or cashier experience preferred.Want to apply to this job via text messaging Text.The advertised program is a conversat...

The New York State Unified Court System is seeking a.District Administrative Office of the 5th Judicial District.This position will primarily be responsible for reception and front desk duties and will also assist the Alternative Dispute Resolution.Mail processing and distribution.Ensuring that A...

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of cus

Slater Slater Schulman LLP is a prominent full-service law firm with over 40 years of experience representing survivors of catastrophic and traumatic events.Our nationally renowned attorneys are committed to ensuring the best results for our clients through persistence and zealous representation....

Want to be your own boss? With the Spark Driver™ app, you can make some extra cash by shopping and delivering for customers of Walmart and other local businesses.Available in more than 3,650 cities and all 50 states, the Spark Driver platform makes it possible for you to reach thousands of cus

Senior Vice President HR/IT, and Vice President HR/IT.Provide general administrative support.Manage and direct incoming calls to the main office line; screen and direct inquiries.Greet and assist visitors to main office.Manage conference room calendar for shared scheduling.Assist staff and guests...

Seeking an Administrative Assistant that will provides administrative support to Senior Management.Responsible for administrative functions including answering incoming calls, scheduling and preparation of meetings, scheduling of domestic and international travel, maintenance of calendar, sorting...

We are partnered with a real estate firm seeking a Part-Time Administrative Assistant with 2+ years of office experience to support day-to-day operations at their New York office.This role has the potential to convert to permanent hire.Candidates must be proficient in Microsoft Excel and comforta...

This position is a direct report to the Technology Group Product Manager.Business Analyst is responsible for business systems related fields and how they align with user needs.Documents requirements, establishes scope, objectives and determines strategy for implementing systems related fields to ...

This position is a direct report to the Technology Group Product Manager.Business Analyst is responsible for business systems related fields and how they align with user needs.Documents requirements, establishes scope, objectives and determines strategy for implementing systems related fields to ...

Adecco is assisting a top-tier company inMelville, New York, in hiring an Administrative Assistant.This is a Direct Hire opportunity offering a competitive salary of $55K plus monthly bonuses ranging from $1-2K.Average first year total pay is.The Administrative Assistant will support the Sales te...

About Metro Environmental Services:.Trusted since 2002, Metro Environmental Services (MES) is an industry-leading environmental and construction organization providing full-service solutions for clients who store, consume, or sell petroleum products from Delaware to Massachusetts.Without our high...

This position is currently hybrid – Long Island, NY.Seven is growing! We're the leading creative talent solutions firm working with today's most sought-after employers and we're looking for dedicated professionals, like you, to join our team.We are the go-to talent source supporting the world's t...

We are seeking a highly organized and experienced.Office Manager / Executive Administrative Assistant.The ideal candidate will bring 3–5+ years of office management or sales administration experience and thrive in a fast-paced, detail-driven environment.This role is critical to maintaining operat...

The Job at a Glance: Professional Sports Publications.Full-time Sales Assistant to support a busy sales department that sells advertising in sports, trade industry and other various publications.This role will require an ambitious, self-motivated candidate who will help to optimize sales.The idea...

This position is currently hybrid – Long Island, NY.We’re the leading creative talent solutions firm working with today’s most sought-after employers and we’re looking for dedicated professionals, like you, to join our team.We are the go-to talent source supporting the world’s top teams in

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

Administrative Assistant – Engineering Department.Join a collaborative, employee-friendly work environment at a leading chemical manufacturer in Bergen County, NJ.This is a great opportunity for someone who thrives in a fast-paced industrial environment and enjoys taking initiative while providin...

Delivery Driver Why Work for Domino’s/What We are Offering Our Great Team Members • Great Pay! We are the number 1 pizza company in the world! • Being number 1 means being busy.Being busy means more deliveries.More deliveries mean more money! • Cash Pa

Prepare financial reports supporting. Build financial models that demonstrate loss calculations for insurance submissions. Excellent written and verbal communication skills — must simplify complex financial findings for clients and adjusters.

Enhance the ALDI customer shopping experience in a collaborative team environment as an ALDI Cashier or Stocker.As a member of our team, you’ll be operating the registers or other machinery, stocking our shelves, keeping our stores looking their best, and serving our customers.Start a job that of...

The company values diversity and believes it makes them stronger in shaping the future of financial security. Build and manage your own financial advisory practice. Provide comprehensive financial advice to clients, including investment strategies, risk management, and retirement planning.

Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much more Growth opportunities performing essential work to support America's food distribution system Safe and inclusive workin...

Experienced Financial AdvisorAbout the job. As an experienced financial advisor with existing client practice, you already know the job. Our financial planning, Investment, client service, and business services teams will work collaboratively with you to remove non-essential tasks from your plate...

CDL Class A Overnight Delivery Driver.At Food Authority, we ensure delivery and inventory management of temperature-controlled product to customer locations.We exceed our customer's expectations with a level of service that can only be counted on from Food Authority.In a rapidly changing distribu...

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

Note: This employer is open to candidates who want to work remote.Put your Insurance Experience to work FROM HOME!.Our unique platform provides you with.We created a welcoming place to work with friendly and professional leadership.We are known for the great care we take with our staff and our cl...

Are you looking to build a meaningful career with the freedom to shape your future? Join SFA Agency’s team of financial sales professionals and make a real impact on people’s lives by helping them achieve lasting financial security. Whether you’re guiding individuals, families, or business own

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...

We are seeking a detail-oriented and organized Financial Operations Analyst to join our team at Funding Futures. This role is pivotal in supporting our daily financial operations, ensuring accurate and timely processing of merchant transactions, managing account reconciliations, and assisting wit...

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...

Four years of experience in the Business Credit and Underwriting field required, preferably in a financial institution.

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...

We are looking for a friendly and reliable Cashier to manage all transactions with customers accurately and efficiently.The ideal candidate will provide excellent customer service, handle payments, and ensure the smooth operation of the checkout process.

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...

We are looking for a friendly and reliable Cashier to manage all transactions with customers accurately and efficiently.The ideal candidate will provide excellent customer service, handle payments, and ensure the smooth operation of the checkout process.

No experience requited, hiring immediately, appy now.UPS is accepting applications for full-time Combination Package Delivery Drivers.This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages that typically weigh 25 - 35 lbs.A DOT physical ex...