Investment advisor jobs in Merrick, NYCreate job alerts

The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, ...

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. 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...

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.

Call Center / Remote] - Anywhere in U.Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system wit...

Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.

Call Center / Remote] - Anywhere in U.Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system wit...

Bachelor's degree in Accounting, Business Management, Business Administration or related field required. Coordinates with other support business functions such as human resources, finance, and administrative teams to ensure successful execution of tax service line operations. Because when we can ...

Call Center / Remote] - Anywhere in U.Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system wit...

Competitive pay / Computer provided - As a Customer Service Rep you'll: Handle a high volume of incoming calls within service metrics; Answer customer questions, resolve any issues or transfer call to the appropriate agent and/or department; Update system with new or updated information; Proactiv...

Northwell Health - JobID: 21027192 [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...

Northwell Health - JobID: 21213937 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respondi...

Northwell Health - 560 Northern Blvd [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respon...

Northwell Health - 1575BRO000 [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, responding to...

The successful candidate will be responsible for conducting financial feasibility analysis, creating financial models of potential investments, and transaction processing and calculations ranging across the real estate and finance industries. We are seeking a highly motivated and results-oriented...

Northwell Health - 450 Lakeville Rd [Medical Office Assistant] As an Administrative Support Assistant at Northwell Health, you'll: Assist with administrative tasks such as scheduling appointments, managing calendars, and organizing files; Provide customer service by answering phone calls, respond...

... investment strategies for clients to guide them every step of the way. Choose a career where ... Financial Advisor Magazine and Investment News) With $290 billion in assets, $28.2 billion in ...

... Investment, Retirement, and Voluntary Worksite benefits planning. We work closely with clients to ... Manage the workflow between Financial Advisors, Coordinators, Financial Planning Consultants, and ...

Using a broad investment product and thought leadership platform along with cutting edge digital ... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ...

Using a broad investment product and thought leadership platform along with cutting edge digital ... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ...