Trabajos financial planner en Massapequa, NYCrear alertas

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 We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $150,000 at plan earnings Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • A Bachelor’s degree in business administration, finance, or a related field is required, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant 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 long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

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

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

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

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

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

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

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

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

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

The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching.

We are seeking an enthusiastic, results-oriented Enterprise Sr.Business Analyst/Product Specialist in the healthcare payer domain of Health Plan administration of self-funded clients who excels in client interactions, and can collaborate effectively stakeholders to analyze, define and manage require

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

Take your CDL-A career further!.Our drivers work hard to move, supply, and provide for America's favorite brands.Being reliable and dedicated to safety has defined our success as an industry leader for 130+ years.Join McLane and discover the driving difference-we provide you with industry-leading pa

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

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

Utilization of Microsoft Excel models for financial analysis purposes and assist in developing financial models. Continuously performs financial analysis to ensure achievement of physician strategy financial objectives and support of CH's mission. Assist in the development and mentoring of any junio

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

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

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

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.

Day-1 Medical, Dental, Vision Benefits for eligible colleagues.Flexible Holiday Time-Off & Flexible Scheduling.Instant access to earned wages with.Enhanced benefits: pet, home & auto insurance & more.Growth potential opportunities.Employee Discount at Bloomingdale's & Macy's Stores.Bloomingdale's ma

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.

Maple Ave, Rockville Centre, New York 11570 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

Payroll HCM Customer Service Representative (CSR).About Ace Workforce Technologies.Ace Workforce Technologies provides businesses with a complete human capital management solution inclusive of applicant tracking, payroll processing, time and attendance, human resources management, benefits administr

As a Customer Service Representative with the Robert Elbogen State Farm Agency, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency.Your attention to detail, customer service skills, and desire to help people make you an ideal fit.Y

We are looking for a motivated individual to perform office duties.This will include answering calls, dispatching calls to technicians, basic accounting functions, and other office responsibilities.Basic computer skills are required for this position.Plumber +Air is very customer focused in providin

We are seeking a Customer Service Representative to join our team! This is an in-person role and you will be responsible for helping customers by providing product and service information and helping with the customer acquisition process.Handle customer inquiries while walking them through the custo

Montauk Hwy [Retail Cashier / Team Member] As a Cashier at Petco, you'll: Perform all aspects of point-of-sale service, e.Perform the daily balance of cash drawer as necessary; Complete cash register transactions as well as guest carry-out service consisting of merchandise weighing; Adhere to loss p

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

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

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

Durable Medical Equipment provider, located in Farmingdale, Long Island is seeking an organized and motivated individual to join our team full-time.Our company works with established local hospitals therefore professionalism is extremely important.Individual must be comfortable with handling a high

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

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

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

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.

Store 4707621: 1510 Main St, Sylvan Beach, New York 13157.Customer Service Representative.We want you to join our team as a Customer Service Representative.If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further.As a Customer Service R

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.

WE ARE HIRING ASAP! LOCAL CUSTOMER SERVICE APPLICANTS NEEDED!.We are looking for someone with excellent communication skills to fill our newly open customer service position.Responsibilities Will Include:.Handling customer complaints and escalations.Completing sales using our current POS.Be able to