Trabajos investment consultant en Merrick, New York (NY) State

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...

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....

Maintain Database information for inventory receipts. ...

Proven experience as a business intelligence analyst, data analyst, or similar role. We are seeking a talented Business Intelligence Programmer Analyst to join our team. This position requires a strong blend of technical expertise, analytical skills, and business acumen to deliver actionable insi...

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

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...

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. ...

As an inside Medicare sales representative, you will be responsible for selling Medicare products and programs to potential and existing customers over the phone or online. Maintain and update customer records and sales activities in the CRM system. Meet or exceed sales goals and performance metr...

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...

The Territory Sales Consultant is responsible for managing sales efforts and customer service in the assigned market as well as implementing distributor planning, programming, and account execution. MALK Territory Consultant Services. Ultimately responsible for delivering the sales plan in the gi...

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...

Due to an internal promotion, we are now looking to add a Project Assistant Project Manager to support our heavy civil division on multiple projects around $10M with some larger projects around the $150M range. Designed to give those at the Project Engineer level a chance to step into a role desi...

Interested Pharmaceutical Sales Rep (Entry level / Experienced) candidates should demonstrate the following:* You have some sales experience with good sales abilities and have the entrepreneurial spirit and drive to help grow our U. As one of our Pharmaceutical Sales Representatives (Entry level ...

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...

Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals. The key aspects of the Financial Analyst Role include;. Opal Wealth Advisors, located in Jericho Long Island (NY) is a registered investment advisor (RIA) dedicated to helping their clien...

FULL TIME RENAL SALES POSITION. MUST HAVE SALES ACCOMPLISHMENTS . ...

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for d...

As a Cashier part of your responsibilities will be:. ...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

We are looking for a dynamic Finance Controller who will oversee the financial operations of the organization, ensuring the accuracy of financial reporting, adherence to regulatory standards, and providing strategic financial insights to support the company's growth. ...

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for d...

Controller - Chinese BilingualThis Jobot Job is hosted by: Melanie CourtneyAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. ...