Financial planner jobs in Lindenhurst, 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...

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....

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...

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...

Proven experience as a business intelligence analyst, data analyst, or similar role. We are seeking a talented Business Intelligence Programmer Analyst to join our team. This position requires a strong blend of technical expertise, analytical skills, and business acumen to deliver actionable insi...

Act as the financial business partner to the Business Unit President and his Leadership Team. ...

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...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning support to clients....

We are seeking a highly skilled and experienced Senior Accountant specializing in SEC reporting to join our team. As a Senior Technical Accountant, you will play a critical role in ensuring accurate and timely preparation and filing of our company's financial reports with the Securities and Excha...

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...

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...

The Project Manager will be responsible for planning, executing, and finalizing projects according to strict deadlines and within budget. We are seeking an experienced and dynamic Project Manager to join our team. The ideal candidate will have a proven track record in managing complex projects, e...

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. ...

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...

The ideal candidate would have office and data Administrative Assistant, Data Entry, Clerk, Administrative, Assistant, Staffing. ...

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

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...

CFS New York is working with a stable non-profit agency looking for a Senior Accountant to join their growing team and report directly to the Controller. Role Responsibilities Of The Senior Accountant:. Preferred Qualifications Of The Senior Accountant:. ...

The Center for Justice Innovation seeks a Project Manager, Eviction Diversion Initiative (EDI). Reporting to the Center’s Senior Director, Housing Justice and working in Suffolk County 5th and 6th District Courts (in Ronkonkoma and Patchogue), the Project Manager is responsible for managing the d...

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...