Financial planner jobs in Whitestone, NYCreate job alerts

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....

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. ...

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and pr...

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, ...

Our Firm Business Manager (Controller) will work directly with the Owners to provide dedicated business strategy and manage the firm’s daily financial and business operations that support the vision of the firm owners. The Firm Business Manager (Controller) will ensure the delivery of efficient, ...

Financial Advisor - Centralized, Brooklyn, NY Country: United States of America The Financial Advisor - Centralized is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sa...

Intuit is seeking Tax Associates for the upcoming tax season.If you have an active PTIN, we would love to connect with you!.Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, produc...

Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney. ...

Our corporate services client is seeking a self motivated, hard working, and honest Administrative Assistant to join the team in Great Neck, NY!. ...

Member Service Representative / Personal Banker**. We are Jovia Financial Credit Union (Formerly NEFCU). Engage with members to obtain information and explain available services to meet their financial needs. Bachelors degree or minimum of 18 months of relevant experience in the financial ind...

Assist Executive Director with program management of multiple projects including: project planning, scheduling, and project controls for monitoring of various internal operations projects related to building construction. Construction Assistant Project Manager-Albany Office (239C). Assistant Proj...

Perform various administrative tasks, including data entry, filing, and document management, supply ordering. ...

Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!. As a Financial Advisor, you will have the opportunity to positively impact the...

The Legal Administrative Assistant (LAA) provides administrative and secretarial support to lawyers, paralegals, and administrators in various practice groups. The following are essential job duties and responsibilities of the Legal Administrative Assistant. Provides back up assistance to other a...

Intuit is seeking Tax Experts for the upcoming tax season.If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!.Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee st....

Were seeking a Machining Operations Manager to lead our talented team, optimize production processes, and drive excellence in a growing and supportive environment. Oversee the day-to-day operations of the machine shop, ensuring maximum efficiency and productivity in a 24/7 environment. Experience...

As a Scheduler, you will play a crucial role in the planning and coordination of high-rise construction projects. Experience: Minimum of 12 years of experience as a Scheduler in high-rise vertical construction projects, with a proven track record of managing complex schedules and delivering proje...

The role also involves understanding potential risks, developing mitigation plans as necessary, and effectively coordinating with both internal and external stakeholders to achieve Supply Chain goals. Optimize inbound supply to meet customer service requirements, working with suppliers and other ...

Provides support to Corporate Buyers by assisting them with the process of merchandising, selection and development, sales, analysis and vendor management. ...

FedEx is inviting candidates to assist in moving the world forward as an Administrative Assistant. As a FedEx Administrative Assistant, you'll: Prepare and edit correspondence, communications and presentations; Schedule and coordinate on-site and off-site meetings; Assist with presentations for m...

Raw Materials Distribution Buyer. Job ID 14210 Raw Materials Distribution Buyer. Regular Job Overview and Responsibilities Through effective development and implementation of purchasing strategies developed by the Global Raw Material Distribution Manager, the NAM Raw Materials Dis...

At Armanino, you determine your career path.This means it's possible to pursue challenges you are passionate about, in industries you care about.Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work.We have a community of resources that are ready ...

The Assistant Manager performs all the duties of a Customer Service Representative plus assists the Store Manager in the day-to-day operations of the store, and in the absence of the Store Manager, is responsible for directing the activities of all employees. Through our check cashing stores, we ...

Artificial Intelligence; Advanced Technology; The very best in patient care.With decades of expertise, we are.With dynamic cross-training and advancement opportunities in a team-focused environment, the core of our success is its people with the commitment to a better healthcare experience.Proper...