Financial services jobs in Mount Vernon, NYCreate job alerts

Job DescriptionPosition Overview State Farm Insurance Agent located in Mount Vernon, NY is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Menes Insurance Agency Inc, you will build and develop customer relationships within the community to p...

Job Description TELLERS / CUSTOMER SERVICE CAREERS Looking for a career close to home? Want to learn how to run a business? CFSC is one of the area’s largest financial service providers to the retail consumer financial industry and now has opportunities available in our New York and New Jerse...

Help interpret Spanish/English conversations for a wide range of industries including Healthcare, Government entities, Police Services, Insurance, Financial, and Travel & Hospitality. Interpreting Spanish/English conversations that may be simple, complex, or technical. Fully fluent in both Spanis...

Job DescriptionCrafting Brighter Futures for Families At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Remote Benefits Representative Closer, you p...

Job Description Job Title: Psychologist– 2025 - 2026 School Year Location: Mount Vernon, NY 10553 Employment Type: Full-Time (Monday to Friday) Salary: $80,000.00 to $90,000.00 Join Rebecca Schools, a network of private therapeutic day schools serving children ages 3 to 21 with neurodevelopment...

Job DescriptionBenefits: - Employee discounts - Free uniforms - Training & development Salon Assistant Manager About Us: At our thriving salon, we believe that beauty is an art, and our team is dedicated to creating exceptional experiences for our clients. As we continue to expand, were see...

Job DescriptionBenefits: - Competitive salary - Flexible schedule - Free food & snacks - Opportunity for advancement - Training & development Reports to: Business Owner Program Summary: New Beginnings Natural Hair Studio offers a range of natural hair care and wellness products, along with...

Track project budgets and help ensure projects remain on financial targets. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with clients, and takes pride in keeping both financials and project tasks organized and on schedule. Demonstrated experience in invoi...

Track project budgets and help ensure projects remain on financial targets. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with clients, and takes pride in keeping both financials and project tasks organized and on schedule. Demonstrated experience in invoi...

What makes a great Financial Services Professional?. As a Financial Services Professional, you will:. Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion.

Financial Services Cloud Solution Architect, Global Salesforce. Deep functional and technical understanding of SaaS, PaaS, IaaS and other Cloud Computing Services is a must. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerfu...

Proven experience in sales, preferably within the insurance or financial services industry. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decis...

Proven experience in sales, preferably within the insurance or financial services industry. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decis...

Proven experience in sales, preferably within the insurance or financial services industry. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decis...

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account ...

Individual will work closely with Senior Leadership, Product, Marketing, and Innovation teams to develop and execute go-to-market strategies to drive growth within Financial Services. Business Development Manager - Financial Services (Enterprise Mobility). Knowledge and experience of Financial Se...

B&M Financial Management Services is a well-established financial and business solutions company known for its comprehensive range of services catering to individuals, businesses, and organizations. The company offers a diverse set of financial and consulting services aimed at helping clients ach...

Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. SMBC Group is a top-tier global financial group. Sumitomo Mitsui Financial Group, Inc.

Proven experience in sales, preferably within the insurance or financial services industry. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decis...

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.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring ...

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.

Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services withi...

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 CFO will lead the business and financial functions of the organization in accordance with generally accepted accounting principles for WVNSG, VNSW, VNSW@Home, VNSW Foundation and VNSW CCN, and has direct oversight for the leaders in Information Technology, Facilities and Administrative Servic...

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.

Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Educates customers on alternatives available for their financial interactions. Educates customers on options...

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.

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. Our Private Cli...

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. Our Private Cli...

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.

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.

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.

Work and learn from management teams to stay up to date on new products, services, and policies.

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 Financial Wellness Educator serves a critical role on the Institutional Retirement Plan Advisory team, developing and refining a broad knowledge of the financial planning process by conducting educational meetings and reviews with retirement plan participants. Identify quality opportunities f...

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.

We’re seeking a detail-oriented Business Analyst to support a top-tier financial services firm. Experience in financial services a plus. You’ll work closely with financial advisors, offering expert guidance on advisory programs, account operations, and trading processes.

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.

Traveling Concrete Assistant Project Manager.We are currently seeking an experienced .This role supports the Project Manager in overseeing concrete construction projects from pre-construction through completion, with a focus on safety, quality, and schedule adherence.The ideal candidate will have...

Senior Systems Data Analyst – Reinsurance/Insurance.On-site – 4 days per week onsite.Manhattan, New York, United States.This client does not provide Visa sponsorship – US citizenship or Green Card status only will be considered.Senior Systems Data Analyst with Reinsurance or Insurance data exp

Senior Systems Data Analyst – Reinsurance/Insurance.On-site – 4 days per week onsite.Manhattan, New York, United States.This client does not provide Visa sponsorship – US citizenship or Green Card status only will be considered.Senior Systems Data Analyst with Reinsurance or Insurance data exp

Job Title: UKG Pro Workforce Management (WFM).Location: 2 Broadway, NYC(Hybrid).Client is seeking a Kronos Senior Business Analyst Lead to support the upgrade from Kronos Workforce Central to UKG Pro Workforce Management (WFM).This role involves consolidating five WFC instances into a single Kron...

This is an exciting opportunity for someone with strong financial services experience and deep knowledge of wealth management to contribute to strategic initiatives and drive meaningful results.

Customer Service Representative.Port Washington based manufacturer is seeking a qualified candidate for a Customer Service position.Work on a customer service team whose responsibilities include:.Answer all incoming phone calls.Taking/entering orders placed by phone, email or fax.Assisting custom...

Job Title: UKG Pro Workforce Management (WFM).Location: 2 Broadway, NYC(Hybrid).Client is seeking a Kronos Senior Business Analyst Lead to support the upgrade from Kronos Workforce Central to UKG Pro Workforce Management (WFM).This role involves consolidating five WFC instances into a single Kron...

We're seeking a detail-oriented Business Analyst to support a top-tier financial services firm. Experience in financial services a plus. You'll work closely with financial advisors, offering expert guidance on advisory programs, account operations, and trading processes.

Sales Opportunities: Identify and pursue opportunities to upsell services during customer interactions, contributing to account growth. Service Coordination: Schedule and reschedule pest control services, coordinating with technicians to ensure timely delivery. Experience: Minimum of 2 years in a...