Financial jobs in Deer Park, NY - Page 7Create job alerts

The Financial Services Representative will learn members' personal financial goals and recommend tailored solutions to meet their needs. The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobi...

RoleAccounts Payable Specialist. The Accounts Payable Specialist is responsible for the day-to-day financial transactions relating to payments. The Accounts Payable Specialist must exercise discretion in executing essential functions and be able to work independently, following through on assignm...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance.

Advises and counsels admitted patients of financial responsibility and self-payments.Processes payments, issues patient receipts, and maintains collection log.Interviews patients to obtain necessary financial and insurance information.Verifies patients insurance and collects additional insurance ...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to be

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultan...

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.

Monitors the activities and performance of physician practices to ensure that billing related functions are performed in an efficient manner consistent with department policies and procedures.Interfaces with physicians and administrators to ensure financial growth and stability; apprises physicia...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. We are always seeking to attract top talent and expand our community of Financial Professionals. Discuss financial products and services ta

The Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers.

Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process. Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts. Advises and counsels admitted patients of financial responsibility and self-payments...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. We are always seeking to attract t

Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. Processes a variety of routine financial transactions, prepares daily settlements, delivers prompt and efficient service, and provides info...

Interviews patients to obtain necessary financial and insurance information. Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator. Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. Our network of over 4,300 financial professionals across the U. After successfully completing PEP, you will be eligible to become a 20th Ed

Uncover members' financial goals and introduce members to internal business specialists to help meet their financial goals. The Financial Services Representative will learn members' personal financial goals and recommend tailored solutions to meet their needs. Works closely with new and existing ...

In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients. The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of ...

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Balance Teller drawer daily by counting currency/coin/checks received, prepare Federal Reserve deposits, inventory negotiable items and...

CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program. After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Financial Strategy Development.

Kforce is a professional staffing services firm offering Technology and Finance & Accounting jobs with top employers nationwide. Assess, document, and record the accounting impact of transactions in accordance with GAAP. Senior Accountant will monitor, interpret, implement new financial accountin...

CBIZ Talent Solutions is seeking a Part Time Bookkeeper for a local small manufacturing company located in Western Suffolk County.This is a part time, approximately 16 hours per week position.Reconciliation of several bank accounts.Produce preliminary financial statements on Sage.Strong reconcili...

Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple: to make a difference in the lives of others.If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured ...

Plan and execute client engagements focusing on Liquidity Risk, Regulatory Reporting, Stress Testing, Funds Transfer Pricing, and Recovery Planning. Minimum eight years of recent experience in liquidity or risk management, preferably in financial services.

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs.

Performs a complete verification check on all health insurance coverage.Obtains all financial demographic information from the discharge planner for the organization, as well as outside referrals.Demonstrates and promotes service excellence at all times.Obtains all financial demographic informati...

Manage and record financial transactions accurately and efficiently; Maintain and reconcile bank accounts and credit card statements.

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assign...

We are seeking an Accounting Manager to oversee the financial reporting processes for multiple business units within a global organization. The Accounting Manager will also partner cross-functionally to support strategic financial planning and internal/external audits while maintaining compliance...

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Provide prompt, ...

We're looking for driven individuals to join our high-performing insurance and financial services team. Many of our most successful team members have used this role as a launchpad to build lasting success, including the opportunity to become an agency owner in the future. As Account Associate - S...

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management. Your main role will entail working closely with clients to de...

Imperial Cleaning is one of the largest independently owned cleaning companies in the nation, providing professional cleaning services to Retail, Offices, Medical Facilities, Schools, Commercial Buildings, Financial Institutions, Municipalities, and more for over 25+ years. Now over 1,000 employe...

Imperial Cleaning is one of the largest independently owned cleaning companies in the nation, providing professional cleaning services to Retail, Offices, Medical Facilities, Schools, Commercial Buildings, Financial Institutions, Municipalities, and more for over 25+ years. Now over 1,000 employe...

Chief Financial Officer - To $135K - Farmingdale, NY - Job # 3222. Our community bank client is seeking to fill a Chief Financial Officer role in the Farmingdale, NY area. Chief Financial Officer responsibilities include:.

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. Experience in financial services and knowledge of financial services industry, products and solutions....

If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which...

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.Conducts periodic internal reviews or audits to ensure that risk is mitigated an...

FT Position (40 hours per week) - As a Bookkeeper at Solvency Now Bookkeeping, you will: Manage financial records accurately and efficiently; Analyze and reconcile bank statements and transactions; Prepare and process invoices and payments; Maintain and update general ledger accounts; Monitor acc...

Financial Industry/Family Office experience a plus. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. In this positio...

With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Minimum two years of directly related industry experience; experien...

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 ...

Our client, a well-established non-profitable organisation is seeking for a Financial Controller / CFO / Finance Director - $ 13,000.Degree in Accountancy/ACCA/CA/CPA.At least 8 to 10 years experience leading a team of 15 in both Finance and Procurement department to run daily operation which inc...

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Ensures all NEW clients receive the complete on-boarding experience, which includes: a...

Lead month end closing process including reconciliations, preparation of journal entries, financial statement and account schedule preparation.

Imperial Cleaning is one of the largest independently owned cleaning companies in the nation, providing professional cleaning services to Retail, Offices, Medical Facilities, Schools, Commercial Buildings, Financial Institutions, Municipalities, and more for over 25+ years.Now over 1,000 employee...

Ria Money Transfer, a business segment of Euronet Worldwide, Inc.NASDAQ: EEFT), delivers innovative financial services including fast, secure, and affordable global money transfers to millions of customers along with currency exchange, mobile top-up, bill payment and check cashing services, offer...

The Financial Services Representative will learn members' personal financial goals and recommend tailored solutions to meet their needs. The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobi...