Investment associate jobs in Uniondale, New YorkCreate job alerts

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

(1) Remote M&A Partner (1) Remote M&A Counsel Must be East Coast-based) – Strong Deal Flow (No portable book required) A highly regarded East Coast business boutique is seeking senior Corporate/M&A attorneys (1 Partner, 1 Counsel) to join its growing team. The firm represents lower middle-market and middle-market companies, closely held PE/VC funds, and family offices on sophisticated transactions across the U.S. This platform is built differently from traditional firms. The team is comprised almost entirely of former AmLaw 50–200 attorneys, and matters are handled directly by senior lawyers rather than layered associate teams. The result is a highly collaborative, execution-focused environment working on complex deals without the bureaucracy of large firms. Why lawyers join: • Consistent institutional-quality deal flow (currently ~18 active M&A transactions), • Remote roles with East Coast client base, • 1700–1900 target hours rather than traditional BigLaw pace, • Opportunity to focus on high-level deal work without pressure to originate business, • Clients include founders, family offices, and private investment funds Open roles • Corporate/M&A Partner – lead transactions (no portable book required), • Corporate/M&A Counsel – senior deal execution role, • Part-time Technology / Data Counsel (some privacy) - approx. 20–30 hrs/month The ideal candidates are strong technical lawyers from top firms who enjoy rolling up their sleeves on deals and working closely with clients in a senior-level team environment. If interested, please reach out confidentially.

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. *Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. Our extensive resources include: • Our NYLIC University training program, designed to provide career-long support and growth, including tuition reimbursement program for certain advanced, professional designation courses., • Three highly skilled teams that provide advanced markets support:, • Our Advanced Planning Group, • Eagle Strategies*** for qualifying agents who are also Registered Representatives, • The Nautilus Group for qualifying agents who pay a monthly subscription fee, • A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position, • Help clients reach their financial goals using a hands-on approach to developing customized, long-term strategies that meet their needs, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Hire and lead your own group of financial professionals while serving as an associate partner, • Complete the program requirements and join the management team as an associate partnerQualifications:, • Knowledge of cultural markets a plus, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Individuals with advanced degrees, MBAs, prior business ownership experience, or a strong business mindset are encouraged to apply, • Applicants must live within commuting distance of Uniondale, NY, to be consideredAbout Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

You want more out of a career. A place to share your ideas freely - even if they're daring or different. Where the true you can learn, grow, and thrive. At Verizon, we power and empower how people live, work and play by connecting them to what brings them joy. We do what we love - driving innovation, creativity, and impact in the world. Our V Team is a community of people who anticipate, lead, and believe that listening is where learning begins. In crisis and in celebration, we come together - lifting our communities and building trust in how we show up, everywhere & always. Want in? Join the #VTeamLife. As a full-time Verizon Retail Sales Associate, you'll have the opportunity to grow your career with a team focused on unlocking your full potential and sales success within one of our retail stores. Here's what you can expect: * Generate retail sales by using your passion for cutting-edge technology, and exceptional customer service to expand the Verizon network. * Learn and uncover customers' needs by creating connections and asking the right questions. * Position product insights and solution recommendations to provide customers with a complete top-down sales solution. * Close sales by using phenomenal communication skills to fulfill customer needs with simple and intuitive tech solutions. * Continuously develop yourself through ongoing training and up-skill in operational functions across merchandising and inventory. * Potential to grow your customer base by placing outbound calls and sending text messages to current Verizon customers who are interested in our products and services. * Opportunities to engage with the community outside of the store to expand your loyal customer base, including at off-site Verizon sponsored events. We're hiring immediately! This isn't your typical entry-level retail position. Whether you're just starting out or have years of sales experience, you can earn $16.00 to $21.00 per hour in base pay, plus up to $18,000 a year in individual-based commissions if you hit all your sales goals. Planning to go above and beyond? With our commission program, the opportunities are unlimited for employees who exceed their sales goals. Top performers could make an extra $14,500 or more in individual-based commissions, giving you the chance to earn a total of $65,000+ to $75,500+ annually. Compensation varies by geography, hours worked, and performance. Our ___ (starting day one) and perks are designed to help you move forward in your career and in your life outside of Verizon. From health and well-being benefits to investment in your education and career, we've got you covered! * Best in class medical, dental, and vision * Verizon 401(k) plan with matching contributions up to 6% of eligible participant contributions to the plan, qualified student loan repayments, or a combination of both * Sales recognition programs that have, in the past, awarded top performers with all inclusive travel to domestic and international destinations, gifts, and other incentives * Five weeks of paid time off (vacation, holidays, personal days) * 8 weeks of paid parental leave for eligible new parents (when paired with short-term disability, this benefit may provide up to 16 weeks of paid time off for the birthing parent) * Up to $8K per year in tuition assistance * Discounts up to 50% off on Verizon products and services * Additional employee discounts on attractions, automotive, travel and more. This position is a great way to jumpstart your career! Too good to be true? ___ on what it's like to be part of a team that invests in you. From our in-person new hire experience and award-winning training programs to our culture of learning and amazing benefits, you'll be able to apply your skills while elevating your career. You'll need to have: * High school diploma or GED. * One or more years of relevant experience required, demonstrated through work experience and/or military experience. * Willingness to work evenings, weekends, and holidays (you'll know your schedule four weeks in advance). * Openness to pick up additional shifts and earn more income, typically during the summer months, November through December, and/or during peak vacation periods. Even better if you have one or more of the following: * Experience working in a commission-based environment. * Demonstrated sales experience communicating with customers to find solutions. * Customer service experience. If Verizon and this role sound like a fit for you, we encourage you to apply even if you don't meet every "even better" qualification listed above. You may be required to take an assessment. It takes about 19 minutes to complete. If you're selected to move forward, one of our recruiters will reach out to tell you more about the role and answer your questions. In this worksite-based role, you'll work onsite at a defined location(s). 40 Verizon is an equal opportunity employer. We evaluate qualified applicants without regard to veteran status, disability or other legally protected characteristics. Our benefits are designed to help you move forward in your career, and in areas of your life outside of Verizon. From health and wellness benefit options including: medical, dental, vision, short and long term disability, basic life insurance, supplemental life insurance, AD&D insurance, identity theft protection, pet insurance and group home & auto insurance. We also offer a matched 401(k) savings plan, up to 8 company paid holidays per year and up to 6 personal days per year, paid parental leave, adoption assistance and tuition assistance, plus other incentives, we've got you covered with our award-winning total rewards package. Depending on the role, employees have the opportunity to receive compensation in the form of premium pay such as overtime, shift differential, holiday pay, allowances, etc. Newly hired employees receive up to 15 days of vacation per year, which grows with additional service. For part-timers, your coverage will vary as you may be eligible for some of these benefits depending on your individual circumstances. This is a commission based position with the potential to earn more. The starting base pay rate for the New York location(s) listed on this job requisition is: $19.71 per hour.

Northwell Health's Transplant Institute and Division of Pulmonary, Critical Care, and Sleep Medicine seek a Transplant Pulmonologist to contribute to the vision of comprehensive advanced lung disease and transplant care across the Northwell system. This role, within the Center for Advanced Lung Disease and Transplantation, calls for a candidate with a strong commitment to clinical excellence, administrative leadership, research, and education. Based at North Shore University Hospital in Manhasset, NY, the lung transplant program is an integral part of the renowned Northwell Transplant Institute. This Institute unites all solid organ transplant programs—heart, lung, liver, and kidney— fostering robust partnerships with the Departments of Medicine, Cardiology, and Cardiothoracic Surgery, as well as Northwell’s Cardiovascular Institute. Northwell's ongoing investment in system-wide organ failure programs across numerous hospitals, regions, and ambulatory sites is supported by a dedicated network of interdisciplinary clinical and administrative professionals. The Institute's highly trained team of medical and surgical transplant specialists utilizes innovative, collaborative approaches to enhance outcomes and expand access to transplantation for patients at all stages of end-organ failure. Transplant procedures are performed at two leading hospitals with state-of-the-art surgical facilities and specialized staff: North Shore University Hospital and Cohen Children’s Medical Center. Patients also benefit from access to over 40 convenient office locations for pre- and post-transplant care. The Northwell Division of Pulmonary, Critical Care, and Sleep Medicine comprises over 35 faculty members with active subspecialty programs in Interstitial Lung Disease, Pulmonary Hypertension, Cystic Fibrosis, Interventional Pulmonology, and an Extracorporeal Membrane Oxygenation (ECMO) Program for acute lung injury/ARDS, among other areas of expertise. Northwell's robust ECMO and ECMO-to-go program is supported by the Northwell Center for Emergency Medical Services (EMS), which operates one of the nation's largest hospital-based EMS services, an integrated centralized transfer center, and a multi-aircraft air medical transport program. This position offers exceptional opportunities for educational engagement with trainees, including Pulmonary and Critical Care Medicine fellows, residents, and medical students, as well as avenues for pursuing translational research in lung transplantation. The successful candidate will ideally possess the following qualifications and experience:? ? ? ? ? ? ? ? ? ? ? ?? • Board certification in Pulmonary and Critical Care Medicine, • Fellowship trained in lung transplantation We offer a competitive salary and benefits package and an academic appointment at the medical school. Physicians will be employed as members of Northwell Physician Partners, the seventh largest medical group in the country. Appointment at the Donald and Barbara Zucker School of Medicine at Hofstra-Northwell at the rank of Assistant Professor, Associate Professor or Professor will be provided, commensurate with experience, training, academic portfolio, and teaching activities. For further details and opportunities, please contact: Lindsay Appelman, Senior Physician Recruiter, Northwell Health, ___. EOE M/F/D/V

Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, Cha

Job DescriptionCompany Description Vuori is re-defining what athletic apparel looks like: built to move and sweat in but designed with a casual aesthetic to transition into everyday life. We draw inspiration from an active coastal California lifestyle; an integration of fitness, creative expression and life. Our high energy fast paced retail environment is reflected in the clothes we make. We aim to inspire others to take on all aspects of their lives with clarity, enthusiasm and purpose…while having a lot of fun along the way. We are proud to be an outlet for opportunity and for personal growth and success. Job Description The role of a Retail Sales Associate at Vuori is to forge connections with customers while communicating Vuori’s brand values through insightful product knowledge and a happy optimistic outlook. Create an unforgettable customer experience • Forge lasting relationships with customers., • Work with the sales team to ensure each customer receives the best service possible., • Greet customers in a timely, authentic and engaging manner., • Achieve sales goals in a team-based commission environment., • Seek new product knowledge in the broader fashion landscape and active-wear specifically to serve as an expert for the customer., • Assist in the completion of projects while keeping the focus on customer experience., • Ensure the sales floor is stocked every evening., • Collaborate with management in areas of inventory management., • Ensure the retail store is cleaned on a regular basis – including floors and bathroom., • Understand and execute cash control procedures including bank deposits, petty cash., • Assist in the implementation and maintenance of all merchandising/visual directives., • Ensure the selling floor is neat, clean, organized and reflects the correct visual image at all times., • Identify and communicate product concerns in a timely manner.Qualifications, • Must be available to work nights, weekends and holidays., • Must adhere to scheduled shifts with punctuality., • Ability to develop relationships with customers and colleagues., • Ability to positively and proactively handle customer concerns., • Ability to prioritize multiple tasks in a fast-paced environment., • Ability to quickly learn new procedures and processes., • Strong organizational skills and follow through skills., • Excellent communication and interpersonal skills., • High level of ownership, accountability and initiative., • Eager to develop new skills and responsive to feedback. Additional Information Our investment in you: At Vuori, we’re proud to offer the following to our employees: • Health Insurance, • Savings and Retirement Plan, • Employee Assistance Program, • Generous Vuori Discount & Industry Perks, • Paid Time Off, • Base Pay Range: $18 - $20.50/hr, • Team Commission: $3-$5/hr All your information will be kept confidential according to EEO guidelines.

Job Description Bassett Furniture – Design Sales Opportunity Do you love interior design? Do you have an eye for color and fashion? Would you like to help customers see their dream rooms become a reality? If you are a positive and motivated professional with a passion for design, possess exceptional selling skills, and a love for building customer relationships, then Bassett Furniture has the opportunity for you! Job Description Our Bassett Design Consultants are responsible for building meaningful and long-term customer relationships. They have comprehensive knowledge ranging from furniture construction to design trends. They use “relationship selling” techniques through interior design consultations and makeovers to maximize selling opportunities. Our design consultants take joy in the design process! Job Qualifications • · Passion for design, • · Highly driven to meet or exceed sales goals, • · Discern and coordinate colors and textures, • · Excellent communication and interpersonal skills, • · Friendly outgoing personality, • · Positive outlook, • · Self-motivated to clientele, • · Computer proficiency, • · Desire to learn, • · Proven track record of success in sales, • · Polished image, • · Career-minded professionalism, • · Willingness to work weekends and holidays., • · Desire to work in a commissioned sales environment., • · Dedicated to being a supportive team member., • · Capable of thriving in a varied paced retail environment., • · Ability to drive to customers’ residences and businesses for makeovers., • · Adept at conducting virtual appointments and live chats., • · Creating, presenting, and selling product and design solutions., • · Engaging customers to determine their needs according to taste, lifestyle, and investment range. Training The Bassett Brand is brought to life by the people who shape the customers’ experience. Our training programs are designed to help each associate create a meaningful career at Bassett. As part of our in-depth training program, you’ll learn: product knowledge, sales techniques, design skills, and how to build a base of loyal clients. You’ll do this though comprehensive on-line classes, videos, hands-on activities, and one-on-one coaching. We provide continuing opportunities to learn throughout your career at Bassett. Our most successful sales people have a creative personality and passion for design. Bassett offers Interior Design certification training. Through our one-on-one coaching and educational development, we will help you build relationships with customers to help them reflect their own personal sense of style. We’ll also show you how to effectively use our complimentary design service as a powerful tool for developing customer relationships and providing opportunity for increased sales. Opportunity With our generous commission-based compensation plan, your income is limited only by the amount of effort you apply. In addition to your commission compensation (paid on written business), there are other bonus opportunities. The potential income for our experienced Bassett Design Consultants averages $70,000-$105,000/year. With our corporate top writers making up to 135,000/year. Benefits • · Paid training, • · Health/Dental/Vision coverage, • · Disability, • · Life Insurance, • · 401(k) plan, • · Tuition assistance, • · Paid time off, • · Generous Employee Discounts, • · Work in a State-of-the Art Showroom, • · Opportunity for growth and advancement What sets Bassett apart? Bassett’s blend of style, comfort and value has been trusted for more than a century (since 1902!) and makes it one of the most recognizable furniture brands in America. We’ve taken our craftsmanship and built a reputation of quality custom furniture. We are passionate about developing fashionable and innovative furnishings at a great value, as well as offering a number of exceptional services to meet customers’ needs. We are proud of our long-standing heritage but, at the same time, squarely focused on innovating furniture retailing in the next 100 years. Take steps now towards building a meaningful career with a growing company. Apply to join the design team at Bassett today! Bassett Furniture Industries is an equal opportunity and affirmative action employer and does not discriminate against any applicant for employment because of race, color, religion, sex, national origin, disability, age, veterans status or other protected category. Bassett is dedicated to ensuring that qualified applicants are employed and that employees are treated consistently during employment, without regard to their race, color, religion, sex, national origin, disability, age, veterans status or other protected category. EEO/AA-M/F/V/D IND1 #LI-RS1 #ZR

Job Description Bassett Furniture – Design Sales Opportunity Do you love interior design? Do you have an eye for color and fashion? Would you like to help customers see their dream rooms become a reality? If you are a positive and motivated professional with a passion for design, possess exceptional selling skills, and a love for building customer relationships, then Bassett Furniture has the opportunity for you! Job Description Our Bassett Design Consultants are responsible for building meaningful and long-term customer relationships. They have comprehensive knowledge ranging from furniture construction to design trends. They use “relationship selling” techniques through interior design consultations and makeovers to maximize selling opportunities. Our design consultants take joy in the design process! Job Qualifications • · Passion for design, • · Highly driven to meet or exceed sales goals, • · Discern and coordinate colors and textures, • · Excellent communication and interpersonal skills, • · Friendly outgoing personality, • · Positive outlook, • · Self-motivated to clientele, • · Computer proficiency, • · Desire to learn, • · Proven track record of success in sales, • · Polished image, • · Career-minded professionalism, • · Willingness to work weekends and holidays., • · Desire to work in a commissioned sales environment., • · Dedicated to being a supportive team member., • · Capable of thriving in a varied paced retail environment., • · Ability to drive to customers’ residences and businesses for makeovers., • · Adept at conducting virtual appointments and live chats., • · Creating, presenting, and selling product and design solutions., • · Engaging customers to determine their needs according to taste, lifestyle, and investment range. Training The Bassett Brand is brought to life by the people who shape the customers’ experience. Our training programs are designed to help each associate create a meaningful career at Bassett. As part of our in-depth training program, you’ll learn: product knowledge, sales techniques, design skills, and how to build a base of loyal clients. You’ll do this though comprehensive on-line classes, videos, hands-on activities, and one-on-one coaching. We provide continuing opportunities to learn throughout your career at Bassett. Our most successful sales people have a creative personality and passion for design. Bassett offers Interior Design certification training. Through our one-on-one coaching and educational development, we will help you build relationships with customers to help them reflect their own personal sense of style. We’ll also show you how to effectively use our complimentary design service as a powerful tool for developing customer relationships and providing opportunity for increased sales. Opportunity With our generous commission-based compensation plan, your income is limited only by the amount of effort you apply. In addition to your commission compensation (paid on written business), there are other bonus opportunities. The potential income for our experienced Bassett Design Consultants averages $70,000-$105,000/year. With our corporate top writers making up to 135,000/year. Benefits • · Paid training, • · Health/Dental/Vision coverage, • · Disability, • · Life Insurance, • · 401(k) plan, • · Tuition assistance, • · Paid time off, • · Generous Employee Discounts, • · Work in a State-of-the Art Showroom, • · Opportunity for growth and advancement What sets Bassett apart? Bassett’s blend of style, comfort and value has been trusted for more than a century (since 1902!) and makes it one of the most recognizable furniture brands in America. We’ve taken our craftsmanship and built a reputation of quality custom furniture. We are passionate about developing fashionable and innovative furnishings at a great value, as well as offering a number of exceptional services to meet customers’ needs. We are proud of our long-standing heritage but, at the same time, squarely focused on innovating furniture retailing in the next 100 years. Take steps now towards building a meaningful career with a growing company. Apply to join the design team at Bassett today! Bassett Furniture Industries is an equal opportunity and affirmative action employer and does not discriminate against any applicant for employment because of race, color, religion, sex, national origin, disability, age, veterans status or other protected category. Bassett is dedicated to ensuring that qualified applicants are employed and that employees are treated consistently during employment, without regard to their race, color, religion, sex, national origin, disability, age, veterans status or other protected category. EEO/AA-M/F/V/D IND1 #LI-RS1 #ZR

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors, • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients, • Learn to utilize research and technical support tools, • Produce quality analytical reports using various software programs, • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions, • Act with integrity and respect in all situations, • Cultivate and grow existing client relationships, • Assist with marketing efforts and plan client events, • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments, • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts, • FINRA Registrations: Series 7 and 63/65 (or 66) required, • 3+ years’ experience working as a sales assistant/RCSA in a corporate/brokerage environment, • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs, • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role, • Must be able to maintain the highest level of confidentiality, • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills, • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner, • Able to meet designated deadlines and work effectively in a pressurized environment For job postings in New York State, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $50,000.00 - $60,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

Experienced Medical Receptionist - Front Desk, Mineola, Long Island.For Premier Private Ophthalmology Office in Mineola, Long Island (11501), adjacent to Long Island Railroad, Mineola Station and NYU Winthrop University Hospital with affiliated practice in the NYC, East Village (close to Stuyvesant

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requiremen

The following statements reflect the general duties, responsibilities and competencies considered necessary to perform the essential functions of the job and should not be considered as a detailed description of all the work requirements of this position.Promptly greets, assists, and directs patient

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Customer Service Representative.Are you passionate about pets and love connecting with people who feel the same?.At Finger Lakes Pet Resort, we're seeking a warm and friendly Customer Service Representative to be the first point of contact for our valued clients and their furry friends.In this role,

Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture.All About Service & Engagement.Advocates of guest experience who welcome, thank, and exceed guest service expectations by focusing on guest interaction, loyalty

Part-Time Store Cashier/Stocker.ALDI is looking for enthusiastic part-time cashiers and stockers.As a cashier, you'll provide friendly, efficient checkout service, while as a stocker, you'll help keep shelves stocked and organized to ensure a great shopping experience.Each role plays an important pa

To be the advocate for our guests and consistently meet our guests' expectations by providing a friendly, helpful, easy, and safe shopping experience.Responsible for projecting oneself in a professional manner and maintaining a neat and clean work area at all times.Responsible for bagging groceries,

Performs diversified secretarial duties supporting management and/or a physician.Schedule: Monday-Friday 3pm-11pm or 11pm-7am.Performs diversified secretarial duties including, but not limited to:.Typing various forms of correspondence.Scheduling appointments, meetings, etc.Transmitting various docu

We create communities where employees thrive in their work, helping our residents thrive in their homes.Atria Senior Living's family of brands has openings for individuals looking for a career with outstanding benefits, including:.Employees may receive annual anniversary rewards dependent on classif

Medical Receptionist Opportunity.Spectrum Vision Partners (SVP) and OCLI Vision work together as one of the nation's largest multi-specialty eye care networks with 60+ locations and 1,400+ employees.Together, we deliver world-class eye care and an exceptional patient experience.We offer medical, den

Dental Receptionist Opportunity.MB2 Dental is looking to hire enthusiastic Dental Receptionists to serve our affiliated practices across the metroplex.We have multiple opportunities available, with both full-time and part-time position openings.MB2 Dental is a growing Dental Partnership Organization

Perform various clerical and administrative duties.Maintain customer account agreements, vehicle files, verification of title information, records of the completion of reconditioning work, and other required information.Ensure payment for billings or accounts receivable are received on time and post

Assists guests, visitors, and associates, with inquiries and directions. English speaking customers or co-workers, the manuals for the equipment the associates may use are in English). This job description is not an exclusive or exhaustive list of all job functions that an associate in this position

Receptionist Veterinary Front Desk.Schedule: Both full-time and part-time opportunities are available.The hospital is open MondayThursday from 8:00 AM8:00 PM, Friday from 8:00 AM6:00 PM, and Saturday from 9:00 AM3:00 PM.Levittown Animal Hospital is expanding! With the recent addition of two new vet