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

Investments Operations ConsultantJob Description: Financial Consultant. 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 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 ...

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...

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...

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...

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....

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...

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

Due to our sustained growth, we are in search of a Senior MEP Project Manager to join our vibrant team at our Syosset LI Office. Lead project teams on multi-discipline projects, coordinating efforts with other disciplines, sub-consultants, and subcontractors. Prepare project cost reports and adju...

We are looking for an enthusiastic Sales Associate to join our Sales team! Top candidates should be super motivated, competitive, eager to get on the phone, ready to learn and ready to earn. Use sales strategies to close deals. Business to Business Inside Sales Experience. ...

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

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...

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...

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. ...

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...

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. ...

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 ...

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 ...

Plans and facilitates project meetings to align the project team to methods and goals and to track project tasks. Mentor junior project managers and junior members of the project team. Is accountable for each stage of the project life cycle and final outcomes of the project, inspecting and evalua...

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...

Meets with managers and executives within the Service to define the overall goals and objectives of the project. Prepares recommendation for resource requirements to accomplish the project; negotiates with managers of various components of the Service to obtain needed resources and support. Plans...

If you’re looking to maximize your earning potential, start your application today!Responsibilities:• Track performance goals and key sales metrics on a monthly and quarterly basis to make sure company goals are achieved• Seek out new business opportunities within the assigned geographies to expa...