Financial jobs in Central Islip, New York - Page 9Create job alerts

Insurance And Financial Services Sales Agent. Successful State Farm Agency seeking a licensed, highly motivated, and skilled Insurance and Financial Services Sales Agent to join our team! You will be responsible for expanding the company's book of business by selling various types of insurance polic

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

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

Meaningful work & relationships Help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. You'll create amazing experiences for our customers, looking for opportuniti

Insurance And Financial Services Position - State Farm Agent Team Member. 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 produc

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

NYU Langone Health - - Responsibilities: Perform timely and accurate insurance clearance of pre and post inpatient and outpatient accounts from Epic Work Queues as assigned; Verify insurance benefits to confirm eligibility for scheduled or prospective services; Determine insurance authorization req

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partn

If you are a fit and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting for Executive Alliance, at davidr@execsallied.

A prestigious financial firm near Port Jefferson, Long Island is seeking an organized, detail-oriented Administrative Assistant to join its administrative team. Administrative Assistant - Prestigious Financial Firm - Port Jefferson, Long Island - $95-110k all in.

Association for Mental Health and Wellness is seeking a Nonprofit CFO (Chief Financial Officer) to manage the financial operations of the agency, ensuring the agency's financial health and sustainability. Proven track record of successful financial management, including experience developing and imp

Bookkeeper - Join a Growing, Family-Oriented Business.If you enjoy working in a collaborative environment and want to be part of a business that values its employees, this is the opportunity for you!.Maintain ledgers, reconcile accounts, and ensure accurate data transfer to the general ledger.Handle

A well?established manufacturing company in Islandia, NY is seeking an experienced Controller to oversee the organization's accounting operations and support the financial leadership of the business. This is a hands?on role that combines daily accounting management with higher?level financial oversi

We Customize goals-based financial plans and help clients manage their portfolios. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Financial Advisor Trainee Qualificatio

Daily contact with the Financial Administration team regarding fund financial statements, reports, compliance, audits, etc. The Associate Financial Administrator I will play a key role in preparing and filing quarterly mutual fund reports in compliance with SEC, IRS, and GAAP reporting regulations,

We are looking for an experienced Chief Financial Officer (CFO) to oversee all of iRocket’s financial management, focused on financial planning, forecasting, KPI reporting, cost analysis, investor presentations, and capital raising. Drive the company's financial planning.

The Campus Director of Financial Aid is responsible for ensuring compliance with federal and state financial aid rules and regulations, as well as instructional policies and procedures. Coordinates all financial aid student advising; the dissemination of pertinent information to the campus community

As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospe

Ensure compliance with financial industry standards and licensing requirements. Work with clients to assess financial needs and develop personalized strategies. No prior financial experience is required, and comprehensive training is included.

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

This person works closely with business accounting staff, consultants, and other business units to develop a strong understanding of Farm Credit East's products and services to provide valuable solutions to customers' financial and business needs. Contributes to the success of customer businesses an

Experience in financial services and knowledge of financial services industry, products, and solutions. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. M

As a member of the Farm Advisory Services team, the Tax Specialist works as part of a team dedicated to improving our customers' financial reporting, providing them with the information they need to make tax, accounting and business decisions and ensuring their compliance with Federal and State tax

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. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educati

As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or produ

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or produ

Assesses compliance with financial regulations and controls by executing audit program steps; testing general ledger, account balances, balance sheets, income statements, and related financial statements; examining and analyzing records, reports, operating practices, and documentation. Financial Aud

Up to $28-hr / Opportunity to grow FT - As an Administrative Assistant at Align Financial Team, you will: Manage and maintain schedules for multiple team members; Coordinate and schedule virtual meetings and appointments; Create and update spreadsheets and documents; Respond promptly and professiona

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financi

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide a

The successful candidate will oversee the Assistant Financial Officer, Financial Analyst, Purchasing Agent and all Finance staff with the administration of all financial matters of the City of Thompson. This position ensures that all financial policies comply with provincial and federal legislation,

A growing company in the financial sector is seeking a Senior Manager of Financial Reporting. Responsibilities include leading the financial reporting function, preparing financial statements, and overseeing budgeting processes.

Graduation from a college with federally-authorized accreditation or registration by NY State with a Bachelor's Degree in Business Administration, Finance, Accounting, Health Administration, Public Health, or a related field and two (2) years of experience in the analysis of financial statements, me

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. Experience selling investments and providing financial plans Demonstrates a commitment to be