¿Eres empresa? Contrata registered investment advisor candidatos en Massapequa, NY
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...
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...
Assist in proposal development and manage projects from start to finish. Develop and execute project strategies, objectives, timelines, and budgets. Ensure accuracy and quality in all project deliverables (writing, proofing, etc. Lead the project from proposal development through closeout punch l...
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...
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...
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...
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...
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...
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...
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...
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 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 other business decisions. The analyst...
Responsible for management of HVAC, Plumbing projects. Purchasing and cost control, overseeing coordination, subcontractors and scheduling of project activities. ...
Facility Operations Engineer/Project Manager (Senior Engineer). Provide project management and technical support for operations and maintenance, design development, project execution, and construction closeout. Display superior interpersonal skills working with a team of engineers and managers an...
Financial Advisor Trainee Responsibilities:. Financial Advisor Trainee Qualifications:. We Customize goals-based financial plans and help clients manage their portfolios. ...
Speech Accessibility Project Manager to join our team. The Speech Accessibility Project Manager will be a professional or otherwise qualified staff member with proficient computer skills. Provide services that will address the needs of the project including collecting speech samples from 100 peop...
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; Serving as the primary administrator of all Opal Investment Models, including oversight, execution and tax loss harvesting. Opal Wea...
In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of b...
This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...
A Client Service Associate role is now available for our Financial Services client. Responsibilities: Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications. Partner with Advisory Team and...
Our client, a prestigious law firm, is seeking an experienced Litigation Support/eDiscovery Project Manager to join their team. Based in Long Island or Manhattan office, this hands-on position will involve providing litigation technology support, database management, eDiscovery project management...
Our community bank client is seeking to fill a Chief Financial Officer role in the Farmingdale, NY area. Chief Financial Officer responsibilities include:. Preparing or directing the preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or r...
In this role, the successful Program Manager leads a team of professionals which is responsible for setting the standards for the project management practice of an always maturing Enterprise Project Management Office, (EPMO), the day-to-day EPMO operations, RPMO Metrics and Accountability, Report...
Prime Financial Services (PFS) as an Account Manager in New York Job Summary: As an Account Manager Associate within the Prime Financial Services Group, you will be responsible for guaranteeing a superior platform experience and product delivery in the integrated Prime Finance and Deriv...
