Are you a business? Hire registered investment advisor candidates in Plainview, 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...
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...
Act as the financial business partner to the Business Unit President and his Leadership Team. ...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
The Senior Associate will be responsible for assisting with digital forensics, e-Discovery, cyber security, and data analytics projects resulting from the identification, collection, analysis, and processing of ESI. Assists in varying capacities with digital forensics, incident response, e-discov...
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...
Senior Financial Analyst, Global Estee Lauder Finance & Strategy. Senior Financial Analyst, Global Estee Lauder Finance & Strategy. Global Pricing implementation process, which requires partnership with Global Pricing Center of Excellence (COE) to analyze and recommend the strategic, financi...
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...
Here at Appian, our core values of Respect, Work to Impact, Ambition, & Constructive Dissent & Resolution define who we are.In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, & we embrace ...
Establishes individual financial plans based on client financial needs and objectives. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Presents sound financial recommendations and guidance to clients. Monitors financial plans and recomme...
