Are you a business? Hire registered investment advisor candidates in Hicksville, NY
Our Client Service Representative provides general account support and customer service to an impressive roster of multinational clients. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from loc...
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...
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...
The Chief Financial Officer’s key responsibilities include corporate governance, financial reporting, planning and analysis, financial management, compliance and regulatory oversight, and team leadership. As the Chief Financial Officer, you will have responsibility for the company’s financial rep...
An independent financial advisor practice with over $300MM AUM based in Melville, FL is hiring a Client Service Associate to their growing team. Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services re...
The Project Manager - Compliance oversees and coordinates a wide range of compliance and policy requirements applicable to both the Parent and Brighton. The Project Manager - Compliance will work with compliance, legal and business units of both Brighton and the Parent to ensure conformance with ...
If this sounds like you, apply today!Responsibilities:• Be a coachable, organized team member interested in pursuing training development and educational opportunities• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financia...
Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to c...
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...
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...
Exciting Opportunity for Entry-Level Financial Advisor in Melville, NYSeeking passionate individuals to join the New York Life Long Island General Office. Responsibilities:• As a New York Life Financial Professional, you will help provide families in your community with expertise, insights, and s...
Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional. Job Title: Financial Professional/Financial Advisor. Entry Level, Career Changer or Experienced Agent/Advisor. Be a part of our winning team, which includes experienced in...
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 key member of our organization, you will play a pivotal role in guiding our financial strategies, ensuring compliance with industry standards, and fostering a culture of accountability and excellence. Ensure strict adherence to relevant laws, regulations, and accounting standards while imple...
Quantitative Financial Analyst Sr. The Senior Quantitative Financial Analyst is a key member of the Treasury team, advancing Flagstar's understanding of its customers, balance sheet, and risk exposures. The Analyst uses advanced quantitative and technical skills to produce insightful reporting, a...
The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability i...
Our client is looking for an HVAC Project Manager to join their team! The Project Manager will be responsible for managing installation projects to a timely and on budget completion while meeting the customers’ expectations and developing a high quality installation team. Work directly with in......
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of cl...
Assists with the financial analysis and preparation of upcoming labor contracts, to include all factors such as hourly compensation, all benefits, incentives, holidays and other financially impacting terms and conditions of the labor contract. Includes development and testing of financial models ...
In this role, the successful candidate manages a team of project financial analysts team supporting the programmatic development and infrastructure project portfolio, oversees day-to-day financial operations related to the projects portfolio, collaborates with Project Management team and other RE...
