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Job Description Title: Financial Planner (For your application to be reviewed, you must reside within 25 miles of East Hills, NY and need to have a Series 7 & Series 66 with experience working on Financial Plans. ) About Blue Ocean Wealth Solutions, LLC At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals through a client-centered approach using insurance, investment, retirement, and voluntary worksite benefits planning. We work closely with clients to understand their goals, assess their needs, and recommend suitable solutions for their portfolios. We were awarded “Top Long Island Workplaces” from 2018 to 2024 by Newsday and Dan’s Papers. We pride ourselves on a vibrant, cohesive, family culture. Role Overview The Financial Planning Specialist serves on the Leadership level as the central point of contact between the firm’s Financial Advisors and the Home Office. This role ensures all requests are properly routed, promotes consistency and clear communication, oversees tracking, processing, and assignment of all financial planning requests, and may be included in client meetings. Financial Planning Strategy Deliver a diversified set of investment and risk management solutions with a financial planning mindset to meet the individualized needs of current and potential clients. Partner with existing advisors and their clients as a subject matter expert on financial planning. Manage workflow between Financial Advisors, Coordinators, and the Home Office to ensure timely and efficient handling of tasks. Adhere to the firm’s risk and regulatory standards, policies, and controls. Use sales tools and modules to conduct analysis and recommend best-fit solutions. Build a referral channel by developing strong partnerships with advisors to meet client needs. Process and monitor all financial plan requests. Prepare correspondence and track the team’s progress through defined metrics. Provide marketing presentations, deliver training, and disseminate information to advisors. Promote the firm’s financial planning value proposition. Other projects as needed. Financial Planning Tools Financial planning software including e-Money and Money Guide Pro, etc. Productivity and analysis tools including Outlook, Excel, PowerPoint, and Word. Firm sales tools and modules used for needs analysis, solution design, tracking, and reporting. Financial Planning Career Ladder Opportunities for growth include roles/titles such as Senior Financial Planning Specialist or Financial Planning Manager, with increased responsibilities in training, process oversight, and cross-functional collaboration. High-performing individuals may be considered for succession into the Director of Financial Planning role. This position includes leading and growing a team of Financial Planners, managing hiring and onboarding, providing coaching, setting standards and KPIs, and focusing heavily on the implementation of financial plan recommendations. Qualifications · Bachelor’s degree in accounting, finance, or a related field. · MUST have a Series 7 & 66. Life & Health license a plus. CFP designation preferred. · MUST have a minimum of 1 -3 years developing financial planning strategies. · Proficient in financial planning software (e.g., E-money, Money Guide Pro). · Strong interpersonal skills interacting with clients, colleagues, and key external partners. · Strong analytical abilities, excellent communication with a result-driven attitude. · Proficient in Outlook, Excel, PowerPoint and Word. Salary Range: $75,000 - $115,000 yearly depending on experience plus commission/bonus based on performance. Schedule: Full-time, in-office position with standard hours of 8:30 am to 5:00 pm, Monday through Friday, with flexibility for client meetings as needed. Benefits: Medical, Dental, Vision and 401(k). Generous paid time off. Eligibility: Must be authorized to work in the United States. #LI-BOWS1 Equal Opportunity Employer We are an Equal Opportunity Employer. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state and local law.

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)

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: 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

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

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

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

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. On your path to becoming a financial advisor, you start as a financial

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

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

Perform financial analysis across diverse businesses for consolidations & financial reporting. The Financial Analyst supports financial and managerial analysis for Wego's internal and external stakeholders. Provide financial models and forecasting.

Provides pre- and post-award financial management of grants ensuring accurate and timely payments from sponsors and invoices from subcontracts and vendors. Maintains up-to-date with federal award financial management and reporting policies and procedures, including NIH, AHRQ, PCORI, and DOD awardee

A dedicated financial professional focused on delivering exceptional client service. Conduct client meetings and develop personalized financial strategies. Minimum 5 years of experience in wealth management or financial planning.

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

Job Title: Technical Product Owner (TPO)/ Business Analyst Location: NJC, NJ Experience: 12–15 Years Employment Type: Full-Time Overview: We are looking for a seasoned Technical Product Owner / Business Analyst with 12–15 years of experience in the financial services domain, specializing in secu

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.

Actylis is a global solutions provider with over 75 years of experience, specializing in streamlining the management of critical ingredients and raw materials for our business partners.We offer both sourcing and manufacturing solutions tailored to meet diverse and evolving needs, ensuring a reliable

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 help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Retirement Planning, Health Insurance, and Renters Insurance.

Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, s

As a Customer Service Representative - State Farm Agent Team Member with Kevin Dignam - State Farm Agent, 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 peop

Customer Service Representative.Court Street, Brooklyn, NY 11201 (onsite).The Customer Service Representative is responsible for managing outbound and inbound calls and text messages, providing status on existing cases, or escalating cases, if necessary.Make outgoing calls to prospective NYCPS famil

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.

We are seeking a Customer Service Representative to join our team.In this role, you will communicate with customers to identify their needs, process requests and provide helpful solutions that ensure they have a great customer service experience with our company.The ideal candidate is friendly, comp

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

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

Provides customer service through the delivery of information to clinicians, hospitals, other clients, and Core Laboratories staff.Conveys information and answers questions involving relatively complex laboratory issues.Records information in Laboratory computer systems.Provides verbal, printed, and

The Customer Service Representative assists members, physicians, hospitals, and other healthcare providers with member benefits, eligibility, and appeals.The Customer Service Representatives must be able to work in various shifts Monday to Friday between the hours of 9AM – 5PM EST.This job descrip

NC Custom - the promotional products arm of.Confectionery | Mints | Chocolate | Hard Goods | Health & Beauty | Wellness | Premium Apparel | Soft Goods.At NC Custom, We Make Cool Stuff!.Manage calls & emails: order status, tracking, production questions.Provide quotes: product, freight, and program p

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community.

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

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

Our client is seeking a customer service associate who is accustomed to working in a fast paced environment.The ideal candidate will have excellent communication skills and a passion for providing exceptional customer service.Log and schedule service appointments and calls.Preparing client invoices

We're Hiring - Patient Engagement Representative.Full-Time | Onsite | $22/hr ($24/hr if bilingual Spanish).We're looking for an empathetic, patient-focused professional to help re-engage and schedule patients while delivering an exceptional experience.Make approximately 80 outbound calls per day to

Fulton Ave, Hempstead, New York 11550 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 t

As a Customer Service Representative, you will serve as a key contact and liaison for customers to ensure their total satisfaction.You will interact with customers on an ongoing basis, entering orders, handling requests and providing support needed in a timely, professional and courteous manner.This

Customer Service Representative.A large portion of your day will be spent answering customer inquiries and entering & processing orders (50-100 daily) via the AS400 system.In addition to order support, you will investigate customer problems and/or complaints to successful resolution.To be most succe

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

At Yay, lunch is our favorite subject.Yay is out to fundamentally change K-12 school food for the better.We believe that every student should have the opportunity to enjoy a freshly made, wholesome meal they'll love while at school, and that parents should trust that their child feels cared for and

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

Leviton is committed to transparency and security in the recruitment process and will never ask for financial information, payment, or government identification numbers during the application process.

Customer Service Representative:.In this position you will be the face representing our company culture.It is imperative that you are a friendly and positive person by nature.The Customer Service Representative position requires high-level customer service, communication, and organization.Must be ab

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 working with a client who is looking for a customer service representative that also has some dispatch experience.This role is essential in ensuring smooth scheduling, communication and material coordination for their commercial and residential customers.Answer, and direct incoming calls and

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