Risk consultant jobs in Hicksville, New YorkCreate job alerts

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $75,000 - $125,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Embrace the role of a structured yet coachable team player open to continued education and training from other team membersQualifications:, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clientsAbout Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job DescriptionThe Role: This is an exciting opportunity to join ION as a Technical Consultant. As a Technical Consultant, you will be responsible for supporting client requests as well as maintaining client’s extensions, interfaces, and processes following best practices. Key Responsibilities:● Assume hands-on Center of Excellence (COE) duties for Openlink Endur and/or Findur throughout the engagement. Those include but not limited to, Business as Usual (BAU) support, static data maintenance, managing of client’s custom code and interfaces, running End of Day (EOD) activities, performing minor enhancements, fixes, and configuration of the system, liaising with ION’s Support Services team on core bugs or enhancements. ● Attend Product trainings to gain knowledge of the system’s functionality, architecture, and technical components.● Gain proficiency in one or more business areas.● Follow documentation standards and resolution process flow for all deliverables.● Follow delivery methodology standards.● Track deliverables to estimates and deliver on time. ● Keep Manager and engagement owner(s) informed regarding the status of assigned responsibilities.● Maintain full chargeability on client account(s) as assigned.● Travel to customer site to work on projects as needed.● Participate in requirements analysis, custom code development (design/configuration/testing) and provide support for the client’s business needs with some assistance from the team lead.● Gather and document technical requirements with guidance from lead, code to specifications.● Demonstrate strong reporting and development skills.● Adhere to ION’s best practices. ● Participate in Product deployment and configuration at client site or ION Cloud with some assistance from the team lead.● Gather and document system requirements, test plans/results, and any other deliverables required by the engagement.● Gain proficiency in one or more technical area for the system (interfaces, deployment, performance tuning, database analysis, etc.)● Setup internal ION Product Environments for testing and validation as needed.● Some travel to client site may be required. ● For EOD support, must overlap with US clients’ EOD run hours typically from 6pm to 11pm US Central Time.● For BAU support, must completely overlap EMEA CET hours and some US Eastern time coverage up to 12pm ET. Required Skills, Experience and Qualifications: • Openlink Endur/Findur Product experience in BAU and EOD support activities per role profile, • BAU support for lower complexity items such as reports and running internal processes, • Running EOD and troubleshooting as needed, loading prices, familiar with Openlink troubleshooting steps, log viewer configurations, reruns, etc., • Connex message hospital troubleshooting and reprocessing is a plus, • Worked on at least Openlink V18+, • Some exposure to OpenJVS, • Java knowledge as a foundation is required., • Bachelor’s or Master’s degree in Computer Science, Engineering, Finance, Accounting, Economics, or a directly related IT field., • 2+ years’ industry experience in Software Design and Development or deployment, • Experience with one or more of the following technologies: C# .NET, Java, C++, Soap Webservices, • Minimum 2-year experience with one or more of the ION products or another ETRM/CTRM, • Experience in designing, configuring, and troubleshooting installations of enterprise software in client environments is preferred., • Experience with RDBMS such Oracle or MS SQL Server is required., • Experience with writing SQL scripts in Oracle or MS SQL, • Experience with Interface implementation following industry standard integration patterns., • Fundamental networking knowledge, • Ability to follow system deployment steps with little guidance from senior team members, • Ability to follow design specifications with little guidance from senior resources., • Experience working with Integrated Development environments such as Visual Studio, Eclipse, Visual Studio Code, • Experience with source control and continuous integration tools (GIT, TFS, Confluence, Bamboo) and issue tracking systems (Jira, NetSuite) is required., • Experience with office productivity tools such as Word, Excel, PowerPoint, and SharePoint, • Strong understanding of relational database concepts, • Strong Object-Oriented Skills, • Strong analytical and problem-solving skills, • Good written and oral communication skills, • For on-site consultants, ability to work onsite at client locations as needed., • Ability to work as part of a project team structure

Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $150,000 at plan earnings Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospectsQualifications:, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential, • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • A Bachelor’s degree in business administration, finance, or a related field is required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desiredAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations, • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications:, • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital, • Bachelor’s degree in business administration, finance, or related field is required, • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred, • Superior customer service skills, math skills, relationship skills, and communication skills are preferred, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good."

Job DescriptionThe Role: This is an exciting opportunity to join ION as a Senior Technical Consultant. As a Senior Consultant, you will be responsible for designing, coding, testing and implementing the customer requirements while mentoring other team members. You will work with business analysts, clients and team members to design and implement product customizations and interfaces.Key Responsibilities: • Present the project’s technical solution to client representatives., • Support client training services., • Consult with client’s technology users to determine technical requirements to be addressed by the ION solution., • Provide guidance to Technical Consultants., • Follow ION documentation standards and resolution process flow for all deliverables., • Keep Line Manager and Project Manager(s) informed regarding the status of assigned responsibilities., • Maintain full chargeability on client account(s) as assigned., • Provide technology advice, design, analysis, custom code development, and troubleshooting in the discovery workshop, design, configuration, testing, and production support of the Endur/Findur for the client’s business needs., • Participate in and support the architectural design decisions regarding interfaces between Endur and other systems, as well as the technical approach for custom scripts and reports, and gain the client’s confidence in the recommended approach., • Support and adhere to implementation best practices in one or more technical development areas of Endur/Findur in all technical design, specifications, custom coding, and testing deliverables., • Assume hands-on project implementation duties (design, coding, testing) in all phases of an ION implementation, reporting to the Project/Account Manager., • Gather and document technical requirements, code specifications, test plans/results, and any other deliverables required by the project as determined by the Project/Account Manager or Principal Technical Consultant., • Support client training services in custom development technologies.Required Skills, Experience and Qualifications:, • Bachelor’s or Master’s degree in Computer Science, Engineering, Finance, Accounting, Economics, or a directly related IT field., • 5+ years’ experience in Software Design and Development and/or deployment., • Minimum 3 years direct experience working with Endur/Findur in designing, coding, configuring, testing, and debugging reports, plugins, and interfaces for ION solution in client environments., • Experience working with at least one object-oriented languages such asC# .NET, Java, C++.Preferred Qualifications:, • Experience in the energy, commodities or financial field or working with an ETRM/ or CTRM system., • Experience with MS SQL Server is required., • Experience in the energy, commodities or financial field or working with an ETRM/ or CTRM system., • Experience in designing, configuring, and troubleshooting installations of enterprise software in client environments., • Experience in Interface design and implementation following standard integration patterns., • Experienced and skilled user of office productivity tools such as Word, Excel, PowerPoint, SharePoint and Project Server., • Experience writing technical specifications., • Strong understanding of relational database concepts., • Strong Object-Oriented Skills., • Excellent interpersonal skills., • Good written and oral communication skills., • Must be self-motivated, independent, resourceful and one who is capable of being objective and giving/taking constructive feedback., • Strong analytical and problem-solving skills., • For on-site consultants, ability to work onsite at client locations as needed., • Ability to deliver with little to no guidance from manager., • Ability to work as part of a project team structure., • Development role:, • Strong Experience with a subset of the following programming technologies: Java, Soap Webservices, JavaScript, jQuery is required., • Experience working with Integrated Development environments such as Eclipse, • Experience with business reporting tools such as SAP Crystal Report or Tableau., • Experience with source control and continuous integration tools (GIT, TFS, Confluence, Bamboo) and issue tracking systems (Jira) is required.

Works with IT teams to govern and enforce IT Vulnerability Management process, inclusive of identifying, specifying and analyzing vulnerability closure, report status and managing progress throughout the lifecycle of a vulnerability. Here, you’ll have the stability and exciting opportunities that

Built on meritocracy, our unique company culture rewards self-starters and those committed to doing what is best for our customers.Brown & Brown's Risk Solutions team is looking for a Senior Captive Consultant to join the team in Colchester, VT or remotely.As a Senior Captive Consultant, you'll be a

Philadelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets, and underwrites commercial property/casualty and professional liability insurance products for select industries. Philadelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets, and underw