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Competitive salaries / Excellent benefits - As an Administrative Operations Support Specialist at WellSense Health Plan, you will: Maintain and update various databases and systems to ensure accurate and timely record keeping; Monitor and track financial transactions and expenses to identify any ...

Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key ...

The Senior Financial Analyst will be a business oriented/business driven financial professional who utilizes their accounting/finance background to analyze business & financial information and ...

No previous financial services experience is necessary! Many people who join our firm are career changers; individuals who have experienced success in another industry but may feel capped in their ...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help ...

Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home ...

Provide comprehensive financial advice to clients, including investment strategies, risk management, and retirement planning. * Develop and maintain long-term relationships with clients

The VP, Financial Planning & Analysis, is responsible for overseeing all aspects of financial planning and analysis for the Ultimus Registered business. This role demands a visionary with exceptional ...

Financial Clearance Coordinator Location: Syosset, NY Schedule: * 8-hour shift, Monday to Friday Responsibilities: * Verify insurance eligibility, benefits, co-pays, and deductible information

Laffie Financial Group Location: Syosset, NY, Onsite Employment Type: Full-Time in office Overview: The New Business Coordinator ensures smooth onboarding of clients and manages the life insurance ...

For other roles check out jobs.lead-advisor.com CFP Service Advisor - Financial Planning Position Overview: The Service Advisor plays a crucial role in managing and servicing a subset of United ...

The incumbent will also develop the monthly financial presentation that goes to the board. * Assists the CEO with preparing the annual budget and projections based on input from management and the ...

Lead financial due diligence (buy-side and sell-side) engagements including: * Quoting and scoping prospective engagements; * Directing and performing analysis; * Leading management discussions and ...

In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated ...

The Transformation Manager will lead efforts to optimize financial processes, including those of newly acquired entities. This role involves identifying opportunities for process improvements ...

The Business Director will be responsible for managing the administrative, financial, and operational aspects of the practice. This individual will work closely with the physician-owner to improve ...

Work closely with internal teams, including financial advisors and underwriters, to align insurance operations with overall wealth management strategies. * Stay current with industry regulations ...

Operations and Administrative for a successful financial planning team. * Opportunity for long-term growth and success. Key Responsibilities: * Complete and process client applications efficiently

Inside Sales Representative Are you looking to build a career in financial services, helping small businesses nationwide grow and prosper? If the potential for unlimited earnings drives you to be ...

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice with over $225mm AUM in Melville, NY is ...

A successful Financial Planning Practice in Hauppauge, Long Island, NY is seeking a qualified professional to join their team in the important role of full-time Sales Assistant . This position ...

Procyon is a vibrant growing financial services firm with both individuals and employers as clients. We cover benefits, wealth management, tax, risk and other key areas for the firm. Procyon ...

Our Client is a trusted leader in the financial services industry. They offer a variety of products designed to help individuals and businesses secure their financial futures by providing tailored ...

Financial Highlights - Enjoy an Immediate Pay Raise and Professional Growth! $8k Guarantee Per Month for 12 months, $96k First Year, requires one new commercial account with at least 250 employees ...

Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings ...

Company Description Shore Funding is a financing company located in Melville, NY. Our mission is to help small businesses succeed by providing them with the funding they need. With a wide range of ...

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a ...

Monthly sales incentives for financial bonuses, tickets to sporting events & concerts, etc. Officewide social events including company happy hours, bowling, BBQ's, basketball tournaments, boat ...

Financial Highlights - Enjoy an Immediate Pay Raise and Professional Growth! $8k Guarantee Per Month for 12 months, $96k First Year, requires one new commercial account with at least 250 employees ...

Financial Highlights - Enjoy an Immediate Pay Raise and Professional Growth! $8k Guarantee Per Month for 12 months, $96k First Year, requires one new commercial account with at least 250 employees ...

Key Responsibilities: - Analyze and review critical documents such as medical, financial, and employment records. - Craft detailed medical chronologies. - Prepare trial notebooks, exhibits, and ...

As a Tax Senior Accountant, you will be responsible for helping prepare and review financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure ...

Recognizes and assists in the prevention of elder abuse, neglect, and exploitation (financial and other) and reports to appropriate sources per state regulations. * Responds to emergencies and ...

Manage project budgets, ensuring accurate cost tracking and compliance with financial controls. Review and approve expenditures, invoices, and claims. Lead billing, reporting, and performance reviews ...

Recognizes and assists in the prevention of elder abuse, neglect, and exploitation (financial and other) and reports to appropriate sources per state regulations. * Responds to emergencies and ...

Prior experience in any of the following areas will be strongly considered: escrow, title, real estate, financial services; * However, we are willing to train candidates with a demonstrated interest ...

Recently renovated triage and fast track area Benefits Financial Benefits: * Equity ownership for all full-time physicians * Industry-leading 10% company funded 401(k) * Comprehensive medical, dental ...

Create and maintain relationships with customers that translated into improved financial success and market share growth. * Drive sales process from initial contact through strategy, proposal ...

Are you ready for your next best job where you can elevate your financial future? * Are you looking to grow your career with a formal career path at an established, respected, global leader? * Do you ...

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a ...

... finance, operations, and HR. · Enforce Dynamic Protection Group Inc's processes, procedures, and policies. · Act as liaison between DPG and the customer to foster customer intimacy, including ...

Experienced Financial AdvisorAbout the job. As an experienced financial advisor with existing client practice, you already know the job. Our financial planning, Investment, client service, and business services teams will work collaboratively with you to remove non-essential tasks from your plate...

The VP, Financial Planning & Analysis, is responsible for overseeing all aspects of financial planning and analysis for the Ultimus Registered business. Leverages financial data and analytics to identify emerging trends in the company’s financial performance and market dynamics. Supports the mont...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will:.

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. Build a client base and develop knowledge of Bankers Life financial products and market trends. Present clients with financial solutions and drive them to action.

The Senior Financial Analyst will be a business oriented/business driven financial professional who utilizes their accounting/finance background to analyze business & financial information and prepare analysis and reports as needed and directed. Analyze current and past financial data and perform...

The Senior Financial Analyst will be a business oriented/business driven financial professional who utilizes their accounting/finance background to analyze business & financial information and prepare analysis and reports as needed and directed. Analyze current and past financial data and perform...

SFA Agency is looking for highly successful individuals to join our team of financial sales professionals. A career with our team allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients from individuals to families and b...