Investment consultant jobs in Freeport, New York (NY) State

Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. You have a comprehensive understanding ...

Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. The Expertise We re Looking For* Effectively utilizing Fidelity s guidance tools, you engage in financial planning discussions by presenting solutions and service off...

The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and...

Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions. Extensive knowledge of investment solutions. Supporting our clients by providing comprehensive investment solution...

Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. You have a comprehensive understanding ...

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

SNF Corporate Clinical RN Consultant. The right candidate will have a pleasant personality and 3-5 years of experience as a Director of Clinical Services or Nurse Consultant role or strong Director of Nursing experience with good knowledge of the CMS/DOH regulations & a successful survey history....

POSITION: Temp to Perm Part-Time Administrative Receptionist. Temp to Perm part time Administrative Receptionist at their JERICHO, NY office. ...

Perform various administrative tasks, including data entry, filing, and document management, supply ordering. ...

Serving in a division critical to Gorjian’s growth & operations, Investment Associates are responsible for the following tasks:. Presenting investment opportunities to the Gorjian Investment Board, team collaboration on subsequent deal structuring, advanced underwriting, and assisting the efforts...

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

Are you driven by the opportunity to earn an uncapped income? Are you able to learn on the fly, generating revenue from hot incoming leads, all while being led and taught by a Sales Trainer who is invested in your growth? Whether you hold financial sales experience or not, can you demonstrate gri...

We’re looking for motivated sales professionals to join our highly successful sales force in the growing home improvement industry. Our Design Consultants go to pre-scheduled appointments in residential homes and conduct sales presentations. Attend trainings and regular sales meetings. Previous o...

Act as the financial business partner to the Business Unit President and his Leadership Team. ...

Currently we seek a Financial Controller to oversee/perform all aspects of accounting to ensure efficient processes are in place while producing monthly financial statements in accordance with GAAP. ...

Growing Service Company is looking for an experienced Accounting Operations Manager to oversee and manage the accounting and billing operations of our company. The Manager of Accounting Operations will be responsible for overseeing a team, ensuring that all transactions are accurately invoiced. T...

Large Private Company seeking a Senior Financial Analyst to join their growing team on Long Island with Hybrid work schedule. Develop monthly forecasts of current year financial results. Develop and administer timely use-oriented financial analyses. Liaison with the NACO Business Analysts and Cor...

We are recruiting for a full time Sales Representative to join our dynamic sales team. Follow up and closing Updating and maintaining information in Salesforce, internal sales files and vendor systems. ...

The Business Technical Analyst is the go-to resource for providing multi-level support for the Contact Centers, addressing concerns raised via chats, emails, and phone that may have impact to the business operations. They will collaborate with various business groups, manage outages and tickets, ...

This is a senior analyst role reporting directly to the Claims FP&A Director. AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. ...

A genuine passion for delivering exceptional sales results by exceeding sales targets. Your dynamic personality will forge powerful connections with our customers, while exceeding sales targets, and delivering an unparalleled partner and customer experience. Our culture of excellence provides a p...

Junior Underwriting Support Analyst. The AmTrust International Insurance Division (AIID) Business Analyst performs analysis, reporting, data modeling, cleaning and validating of data for the division with the purpose of understanding or making conclusions to facilitate effective underwriting and ...

Top Tier is looking for a Field Sales Representative to join our team in our Jamaica, Queens office. The Field Sales Representative will sell products and services offered by our company to current and new customers. The ideal candidate will have prior experience in sales or a related field, stro...

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive i...