Financial planner jobs in Lindenhurst, NYCreate job alerts

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.

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 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

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: 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

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

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

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

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

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

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

Utilization of Microsoft Excel models for financial analysis purposes and assist in developing financial models. Assist in the development and mentoring of any junior financial analysts as well as onboarding financial training for staff members. Continuously performs financial analysis to ensure ach

Assists prosecutors in preparing for court proceedings by developing legal theories for forfeiture and preparing exhibits, charts, and abstracts of the financial evidence. We currently have a vacancy for a Litigation Financial Analyst. Assists the legal team by tracing, reviewing, and analyzing fina

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

Conduct client meetings and develop personalized financial strategies. Minimum 5 years of experience in wealth management or financial planning. We are a nationally recognized, award-winning independent wealth management firm committed to providing comprehensive financial guidance with integrity, cl

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

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

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. Becoming a financial advisor at Northwestern Mutual is a unique opportu

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

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

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

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

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

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

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.

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

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

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

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

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.

We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018.

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.

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

Rte 110, Farmingdale, New York 11735 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 supportive team to

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

Minimal weekday hours required (join for weekends only!).Competitive hourly pay rates & team bonus.Additional terms and conditions apply.At David's Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the wedding dress that matches a pe

Jericho Trnpk, Jericho, New York 11753 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 supportive team

We are are seeking a customer service representative.As a CSR you are the front line of our team.Exemplifying our code of values, you show respect and courtesy to all customers and employees.The core values of our company are Honesty, Integrity, Professionalism, Technical Expertise and Mutual Respec

JOB ALERT FRAUD: We have become aware of scams from individuals, organizations, and internet sites claiming to represent Brighton Health Plan Solutions in recruitment activities in return for disclosing financial information.

S Broadway, Hicksville, New York 11801 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 supportive team

Customer Service Representative.Property Management services to high profile clientele throughout a wide range of businesses.Such businesses include Tech, Restaurant, Super Market, Facility Maintenance, Retail, Specialty and more.Receiving all incoming call inquiries, creating work orders, and dispa

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, and Renters Insuran

Provide accurate estimates and invoices, process payments, and manage daily financial closeouts.

We are are seeking a customer service representative.As a CSR you are the front line of our team.Exemplifying our code of values, you show respect and courtesy to all customers and employees.The core values of our company are Honesty, Integrity, Professionalism, Technical Expertise and Mutual Respec