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Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 10+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 3+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • 150k-200k (negotiable) and bonus., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Own and grow Capco’s global AWS alliance to accelerate Financial Services transformation. You will act as Capco’s senior sponsor for AWS globally, shaping joint go-to-market strategy, influencing pipeline growth, and positioning Capco as a preferred AWS partner across Financial Services. Define

We are located in Commack, NY and help customers with their insurance and financial services needs, including:. Insurance And Financial Services Position - State Farm Team Member. As Insurance and Financial Services Position - State Farm Team Member for Jacquelyn Jacobson - State Farm Agent, you are

Be part of a team shaping the future of digital financial services. You will work closely with global and regional stakeholders to operationalise co-sell motions, improve pipeline visibility, and embed Microsoft-aligned propositions into Financial Services sales and delivery teams. Exposure to Finan

As a Financial Services Representative State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage everyday risks. James, NY and help customers with their insurance and financial services needs, including:. Financial Services Re

As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. Insurance And Financial Services Posit

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

The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience. Associate Financial Services Representative. Assists in the verific

AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Senior Underwriter AmTrust E&S Insurance Services. Consistently achieve budgeted financial results (premium, loss ratio, retention, commissions, pricing, new business, premium collec

Lead and guide Associate Financial Services Representatives, Financial Services Representatives, and Senior Financial Services Representatives in the performance of their duties. Leads and guides Financial Services Representatives in the performance of duties, ensuring patients understand their fina

AmTrust Financial Services, a fast-growing commercial insurance company, has an immediate need for a Construction Defect Claims Manager. AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities.

The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience. Associate Financial Services Representative. Assists in the verific

The AI Process Optimization Intern will help business teams uncover opportunities to improve efficiency using modern AI tools, with a strong emphasis on accelerating and simplifying underwriting workflows.Over a 11-week program, the intern will build lightweight AI solutions, document repeatable met

Promote meaningful and positive payment experiences through relevant and informed conversations with customers regarding the financial services that we can offer. From our customer service team members who are handling patient registration and patient financial counseling in our hospitals, to those

Lead and guide Associate Financial Services Representatives, Financial Services Representatives, and Senior Financial Services Representatives in the performance of their duties. Leads and guides Financial Services Representatives in the performance of duties, ensuring patients understand their fina

The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience. Associate Financial Services Representative. Assists in the verific

Previous Financial Services Recruiting experience. Knowledge of Financial Services Accounting or Middle Office Finance.

The AI Process Optimization Intern will help business teams uncover opportunities to improve efficiency using modern AI tools, with a strong emphasis on accelerating and simplifying underwriting workflows.Over a 11-week program, the intern will build lightweight AI solutions, document repeatable met

Previous Financial Services Recruiting experience. Knowledge of Financial Services Accounting or Middle Office Finance.

Strong financial acumen with working knowledge of key financial tools and terminology. Westlake Floorplan Company was established in 2013 as a division of Westlake Financial Services the leading lender for independent and franchise dealerships. Provide training and support to dealerships on the use

WealthWave Financial Group, a private wealth advisory practice of Ameriprise Financial LLC, is seeking a dynamic and dedicated Client Service Associate to join our vibrant team within the financial services industry. Previous experience in a client service or administrative role, ideally within the

We are seeking an Audit Manager to join the Financial Services Audit practice, able to sit in a number of our offices. Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural s

Amtrust Financial Services, a fast-growing commercial insurance company, is seeking a Senior Claim Specialist within our Construction Defect division. AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities.

Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisor

Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insuran

Financial Services Representative. Supports other areas of Financial Services and provides backup in-bound phone coverage when needed. Utilize institutional knowledge and templates to construct a concise and personalized response to our customers, while educating them on their financial journey and

AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. AmTrust Financial Services, a fast-growing commercial insurance company, has an immediate need for a Construction Defect Claims Director.

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl

A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change.Our purpose is to nourish people and the planet.That means improving how people eat, funding grants for school gardens, providing access to fresh and healthy food to peopl