Wealth management jobs in Massapequa, NYCreate 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 tr...

Insurance Sales Representative Location: Uniondale, NY, 11553 Salary: $40000 - $120000/year Experience: 2 Year(s) Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If yes, consider becoming an insura...

Job Description The Organization: The Wealth Alliance is a Melville, New York-based hybrid registered investment advisory firm. WA was founded in 2019 and currently employs over 20 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a to...

Job Description Real Estate Sales Agent | EXIT Family Realty Take Your Real Estate Career to New Heights with EXIT Family Realty! Are you ready to accelerate your career with an exciting and dynamic opportunity? Join EXIT Family Realty, where we’re redefining success in the real estate indust...

Job Description Financial Professional Are you a leader who has the following traits? Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming a Financial Service Sales Professional to drive positive impact in the lives of...

Job DescriptionDo 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 ...

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...

Job Description Sure, I can help you format this job posting for easier pasting. Here it is: Financial Professional with an Accelerated Path to Management Are you a leader who has the following traits? - Competitive - Entrepreneurial - Coachable - Communicative - Self-disciplined - Authe...

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. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciti...

Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple: to make a difference in the lives of others.If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured ...

As a Portfolio Manager within our Discretionary Portfolio Management (DPM) investment management function, you will be at the heart of our Wealth Management franchise in the Americas. Your role will involve collaborating closely with portfolio managers, investment strategists, private bankers, an...

If you believe you are a high performer who would thrive in this environment, the Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry. Financial Industry/Family Office experience a plus. Knowledge and expertise in Microsoft off...

The key aspects of the Financial Analyst Role include;. Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals.

Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a ...

Job Description Who We Are: Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities bro...

Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals. The intention of the Relationship Manager role is to:.

The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Market Client Relationship Manager (MCRM). At Bank of America, all managers at this le...

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management. Working knowledge of financial products, the financial indust...

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.We are an organization of consultative advisors and problem solvers.We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retire...

HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.With over 20,000 employees in 750 offices ...

HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and serv Account Executive, Associate, Commercial, Execut...

Job DescriptionSeeking Logistics Project Manager for top manufacturer on Long Island This Jobot Job is hosted by: Dillon Hipp Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $65,000 - $75,000 per year A bit about us: We are a company that p...

Job Description Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations....

Job Description Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, youre in control of yo...

Job Description Great opportunity available at the New York Life Long Island, NY for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact househol...

Job Description We are seeking a Financial Advisor/Investment Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: - Advise clients on investment strategies and other financial decisions - A...

Job DescriptionFinancial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, ...

We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.

Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Leadership Development School for those with management ambition. If you are passionate about helping individuals and ...

We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.

We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.

We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.

Provide ongoing support to project management team as required throughout the course of the project, including project hand off, responding to questions, providing back up information, selecting and negotiating with vendors for purchasing, assembling specs, and preparing material submittals for a...

We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.

JOB DESCRIPTION - FLEX CASHIER BAGEL AMBASSADOR.Serving New York's best bagels, Apollo Bagels is bringing simplicity back to the bagel With our fresh, simple, high-quality food at a great value.Apollo is a fun and lively community-gathering place unlike any other.As we experience tremendous growt...

Proficiency in project management. Abinitio,Editorial,Account Management,Drafting,Android Development,Brokerage. Identifies and mitigates project risks proactively addressing potential roadblocks and implementing risk management strategies to minimize impact on project outcomes.

Cashier - Customer Service Representative.We are seeking a highly skilled and customer-focused Cashier to join our team.As a Cashier, you will be responsible for delivering exceptional service to our customers, handling transactions efficiently, and maintaining a clean and welcoming environment.T...

Restaurant Experience,Talent Management,Customer Service,Communication skills,Basic Math,Box Truck Experience,Commercial Driving,Delivery Driver Experience,Driving,Heavy Lifting,Cash Handling,Writing Skills.

Restaurant Experience,Talent Management,Customer Service,Communication skills,Basic Math,Box Truck Experience,Commercial Driving,Delivery Driver Experience,Driving,Heavy Lifting,Cash Handling,Writing Skills.

Restaurant Experience,Talent Management,Customer Service,Communication skills,Basic Math,Box Truck Experience,Commercial Driving,Delivery Driver Experience,Driving,Heavy Lifting,Cash Handling,Writing Skills.

Cyber Security,Business Administration,LTE,Content Management,Archicad.

Business Process,Risk Management,Key Stakeholders,Sigma,Financial Systems,Finance,Accounting,PMO,Project Management,ERP,Financial Project,Financial Statements,Ensure Compliance,Financial Management,Special projects. Will contribute to development and management of correlated technology driven Fin...

Restaurant Experience,Talent Management,Customer Service,Communication skills,Basic Math,Box Truck Experience,Commercial Driving,Delivery Driver Experience,Driving,Heavy Lifting,Cash Handling,Writing Skills. Execute time management skills and the ability to multi-task in a competitive work enviro...

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Tailor wealth management planning to meet client needs.

Network Adjusters is seeking a friendly, organized, and proactive individual to join our customer service team in our New York office in Farmingdale.The ideal candidate has excellent communication and customer service skills.He/she has an excellent understanding of administrative and clerical pro...

Document & Project Management.

DAY Elevator & Lift – A KLEEMANN Company.Construction / Elevators & Accessibility Solutions.Backed by KLEEMANN’s global expertise, we design and deliver high-performance elevators and lifts for residential, commercial, and custom applications—always with a focus on safety, quality, and modern