Financial planner jobs in Levittown, 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....

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

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...

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 Legal Admin Assistant/Mail Clerk to perform various administrative and clerical tasks. ...

Due to an internal promotion, we are now looking to add a Project Assistant Project Manager to support our heavy civil division on multiple projects around $10M with some larger projects around the $150M range. Designed to give those at the Project Engineer level a chance to step into a role desi...

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. ...

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...

In addition to their extensive retail interior fit-out project portfolio, this client services clients for ground up commercial projects, medical projects, fitness, and restaurants. They're looking for an experienced Project Manager to join the team. Minimum 5-10+ years' experience working on lux...

We are currently seeking a Dispatcher/Scheduler with experience in Inspection scheduling to conduct the deployment and routing of 50+ field inspectors daily. ...

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...

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...

Our Company is looking for a Junior Accountant to join our team. This is a spectacular opportunity for anyone interested in furthering their career as a Restaurant Accountant. Apply now to become our next Junior Accountant located in Garden City, NY!. Apply Now – Restaurant Junior Accountant loca...

POSITION: Temp to Perm Part-Time Administrative Receptionist. Temp to Perm part time Administrative Receptionist at their JERICHO, NY office. ...

Exciting Opportunity for Entry-Level Financial Advisor in Melville, NYSeeking passionate individuals to join the New York Life Long Island General Office. Responsibilities:• As a New York Life Financial Professional, you will help provide families in your community with expertise, insights, and s...

The Manager, Accounting Operations will lead staff and oversee the collection and reconciliation of invoices and credit transactions as well as monitor the functions in accordance with standard procedures in general accounting, accounts receivable, or related financial areas. Our technology platf...

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...

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...

Responsibilities of the FP&A Analyst. Qualifications of the FP&A Analyst. Experience with data validation, financial models,. ...

Our Client a leading Long Island employer is seeking a Senior Accountant to join it's accounting team. ...

Are you a motivated individual eager to enhance your skills in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and start a fulfilling journey with us. ...