Financial planner jobs in Valley Stream, NYCreate job alerts

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

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

DUTIES and RESPONSIBILITIES (include, but not limited to): Coordinate the rental of the community rooms in each of the buildings.Serve as primary person to coordinate with the key holders for each of the community rooms.Liaison with the Accounting Department to maintain a ledger for each community r

Provides supply chain/inventory management for promotionally active categories and corresponding financial accountabilities. Understanding of beverage procurement, logistics, inventory management, marketing, accounting and financial management practices.

Provides supply chain/inventory management for promotionally active categories and corresponding financial accountabilities. Understanding of beverage procurement, logistics, inventory management, marketing, accounting and financial management practices.

The Associate Frozen Food Buyer provides supply chain and inventory management for promotionally active categories while meeting corresponding financial accountabilities. Understanding of grocery procurement, logistics, inventory management, marketing, accounting and financial management practices.

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

The Associate Fresh Food Buyer provides supply chain and inventory management for promotionally active categories while meeting corresponding financial accountabilities. Understanding of grocery procurement, logistics, inventory management, marketing, accounting and financial management practices.

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, youll stay busy with a variety of earnings opportunities and can work when it works for you.Whether youre looking for a side hustle or a

Provides supply chain/inventory management for promotionally active categories and corresponding financial accountabilities. Understanding of grocery procurement, logistics, inventory management, marketing, accounting and financial management practices.

The Associate Frozen Food Buyer provides supply chain and inventory management for promotionally active categories while meeting corresponding financial accountabilities. Understanding of grocery procurement, logistics, inventory management, marketing, accounting and financial management practices.

Provides supply chain/inventory management for promotionally active categories and corresponding financial accountabilities. Understanding of beverage procurement, logistics, inventory management, marketing, accounting and financial management practices.

The Fresh Food Buyer provides supply chain and inventory management for promotionally active categories while meeting corresponding financial accountabilities. Understanding of grocery procurement, logistics, inventory management, marketing, accounting and financial management practices.

The Associate Frozen Food Buyer provides supply chain and inventory management for promotionally active categories while meeting corresponding financial accountabilities. Understanding of grocery procurement, logistics, inventory management, marketing, accounting and financial management practices.

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

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Citizens employs a

Provides supply chain/inventory management for promotionally active categories and corresponding financial accountabilities. Understanding of beverage procurement, logistics, inventory management, marketing, accounting and financial management practices.

Provides supply chain/inventory management for promotionally active categories and corresponding financial accountabilities. Understanding of beverage procurement, logistics, inventory management, marketing, accounting, and financial management practices.

Provides supply chain/inventory management for promotionally active categories and corresponding financial accountabilities. Understanding of beverage procurement, logistics, inventory management, marketing, accounting, and financial management practices.

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

Provides supply chain/inventory management for promotionally active categories and corresponding financial accountabilities. Understanding of beverage procurement, logistics, inventory management, marketing, accounting and financial management practices.

Lead the functional development, implementation, and administration of the University's financial systems in coordination with outside consultants, Information Technology, and financial stakeholders within the University. Continuously assess opportunities for process improvement and automation in fi

The Associate Fresh Food Buyer provides supply chain and inventory management for promotionally active categories while meeting corresponding financial accountabilities. Understanding of grocery procurement, logistics, inventory management, marketing, accounting and financial management practices.

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

Provides supply chain/inventory management for promotionally active categories and corresponding financial accountabilities. Understanding of beverage procurement, logistics, inventory management, marketing, accounting, and financial management practices.

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

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

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Private Client Financial Advisors (PCFAs).

Designs, develops and implements systems or procedures resulting in the accurate reporting financial or system data. Works with Institute of Health System Science Finance Office lead to create and distribute timely clinical research financial reports to departments. Experience managing pre- and post

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.

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

The Fresh Food Buyer provides supply chain and inventory management for promotionally active categories while meeting corresponding financial accountabilities. Understanding of grocery procurement, logistics, inventory management, marketing, accounting and financial management practices.

A baccalaureate degree and two (2) years of responsible full-time paid experience in one or more of the fields of: information technology, methods analysis, operations research, systems analysis, financial administration, cost effectiveness, or fiscal and economic program or design evaluation; or.

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

DUTIES and RESPONSIBILITIES (include, but not limited to): Coordinate the rental of the community rooms in each of the buildings.Serve as primary person to coordinate with the key holders for each of the community rooms.Liaison with the Accounting Department to maintain a ledger for each community r

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.

We are hiring immediately for full time.FOOD TRANSPORTER/DELIVERY DRIVER.Broadway, New Hyde Park, NY 11040.Note: online applications accepted.Monday - Friday, 9:00 am - 5:30 pm.Must have a strong driving history and experience driving box trucks/vans.Candidate must have customer service skills and b

Food Transporter/Delivery Driver.We are hiring immediately for full-time Food Transporter/Delivery Driver positions.Location: Coffee Distributing Co.Broadway, New Hyde Park, NY 11040 Note: online applications accepted only.Monday - Friday, 9:00 am - 5:30 pm.Requirement: Must have a strong driving hi

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

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.

The NYC Department of Environmental Protection (DEP) enriches the environment and protects public health for all New Yorkers by providing 1.DEP is the largest combined municipal water and wastewater utility in the country, with nearly 6,000 employees.DEP's water supply system is comprised of 19 rese

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

Enhance the ALDI customer shopping experience in a collaborative team environment as an ALDI Cashier or Stocker.As a member of our team, you’ll be operating the registers or other machinery, stocking our shelves, keeping our stores looking their best, and serving our customers.Start a job that off

Customer Service Representative.Schedule: Monday-Friday 8:30am-5:00pm.Answer inbound and make outbound calls promptly and courteously.Provide accurate, scripted information to callers.Use active listening skills and demonstrate empathy.Utilize software, databases, and scripts effectively.Meet perfor

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

We’re currently representing a top telecommunications client that specializes in fiber-optic technology which results in the highest speed of internet available in the Northeast! Their goal is to bring this technology to those who rely on it for their day-to-day lives in a much more accessible way

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