Investment advisor jobs in Huntington Station, NYCreate job alerts

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting wit...

Serves 20+ transaction and corporate advisory clients, performing i-banking, corporate, and financial services, including capital acquisition, market strategy, M&A, investment research, structuring, and general advisory services managing the firm’s sales pipeline and direct or unsolicited prospe....

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting wit...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of cl...

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional. Job Title: Financial Professional/Financial Advisor. Entry Level, Career Changer or Experienced Agent/Advisor. Be a part of our winning team, which includes experienced in...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting wit...

In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of b...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of cl...

Entry Level, Career Changer or Experienced Agent/Advisor. Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as. However, we have successful advisors that h...

Investment Operations AssociateAbout Point Wealth Management:At Point Wealth Management, a team within Northwestern Mutual, our purpose is clear: "With the guidance of our team, our cl...

About the * Major Corporation is Immediately seeking a Human Resources AnalystMajor Institution Melville, NY About the * We are seeking a Human Resources Analyst with strong experience with Excel, Pivot Tables, V-Lookups. ...

Epic Research Analyst I JOB DESCRIPTIONThe Epic Research Analyst I will be the principal analyst for the Epic Research module and th...

Must demonstrate strong consultative skills and the ability to work effectively with client and other systems technical staff, consultants, and vendors and all levels of staff. ...

We are seeking an associate-level Project Manager to provide a seamless experience for our clients, managing environmental projects. Responsibilities include project setup, sample oversight, status monitoring, and ensuring project closure in line with client requirements. Define scope, develop pl...

The Chief Financial Officer provides leadership and direction to all financial departments, ensuring the overall fiscal responsibility of the hospital. Internal Financial Reporting: Direct the preparation of internal financial reports, including work papers for annual financial audits, ensuring t...

Northwell Health - JobID: 20581959 [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of cl...

Property Accounting Controller. We are looking for a Property Controller for CBRE Investment Accounting & Reporting Solutions, an exciting and growing environment. ...

Our firm is consistently ranked by Vault.Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more.Some of the ways we accomplish this include:.Emphasizing our open-door policy through one-on-one training, having partners readily available to...

HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our...

Long Island STEAM Group, the provider of Mad Science of Long Island, Imagine Arts Academy of Long Island, SchoolHouse Chess, and Brixology, brings S.We are looking for an energetic, organized, motivated, and creative person to assist in the day-to-day operations of the best S.M activities provide...

The Technical Business Analyst will be responsible for business requirements documentation, designing system process flow as well as providing functional requirements for development teams. Title: Technical Business Analyst. TECHNICAL BUSINESS ANALYST - JERICHO, NY. PCH is looking for a Technical...

Analyses financial results; monitoring variances; identifying trends; recommending actions to management. Must be able to demonstrate knowledge of project controls principles relating to budgeting, scheduling, tracking of actual/committed costs, change control and forecasting, and financial princ...

Similar Jobs: Surveyors, Telecommunications Equipment Installer & Repairer, Air Traffic Controller REQUIREMENTS: 10 weeks of Basic Training 10 weeks of Advanced Individual Training 96 ASVAB Score: Field Artillery (FA) U. ...

TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews ... Wealth Management: $281 billion retail investment client assets held or managed by Northwestern ...