Wealth jobs in Uniondale, NYCreate job alerts

Come practice in Albany, the capital of New York, where you will be able to enjoy excellent year-round outdoor recreation including golf, water sports, camping, hiking, and downhill skiing. The capital district has emerged as a major anchor of Tech Valley and offers a wealth of cultural offerings...

Optum NY, (formerly Optum Tri-State NJ) is seeking a.Optum is a clinician-led care organization that is changing the way clinicians work and live.As a member of the Optum Care Delivery team, you'll be an integral part of our vision to make healthcare better for everyone.At Optum, you'll have the ...

We cordially invite you to apply.Joining our team provides exceptionally distinctive benefits, including:.Medical, dental and vision coverage.Multiple insurance options, wealth benefits and flexible spending accounts.Matching 401(k) plan after one year of employment (21 and over).One key to our s...

Job DescriptionBenefits: - 401(k) - 401(k) matching - Bonus based on performance - Company parties - Competitive salary - Employee discounts - Flexible schedule - Health insurance - Opportunity for advancement - Paid time off - Relocation bonus - Signing bonus - Training & developme...

Job Description Financial Planning Specialist At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, and Voluntary Worksite benefits planning. We work closely with ...

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...

Job Description Branch Compliance Manager-Compliance Department Blue Ocean Wealth Solutions, LLC Blue Ocean Wealth Solutions, LLC helps people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement and Employee Ben...

Job Description The Managing Sales Director performs duties to ensure sales growth by recruiting, developing and managing an advisor team in meeting annual production targets. The Managing Sales Director is also committed to on-going recruitment efforts to continue to grow and evolve the team. Th...

Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry know...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

The intention of the Relationship Manager role is to:. 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.

We cordially invite you to apply.Joining our team provides exceptionally distinctive benefits, including:.Medical, dental and vision coverage.Multiple insurance options, wealth benefits and flexible spending accounts.Matching 401(k) plan after one year of employment (21 and over).One key to our s...

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual...

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in...

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment r...

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...

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segm...

We cordially invite you to apply.Joining our team provides exceptionally distinctive benefits, including:.Medical, dental and vision coverage.Multiple insurance options, wealth benefits and flexible spending accounts.Matching 401(k) plan after one year of employment (21 and over).With genuine hos...

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment r...

Analyst SAFE Act is a seasoned professional role. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adh...

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. Our history spans over 200 years and today w...

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5. Bak...

We cordially invite you to apply.Joining our team provides exceptionally distinctive benefits, including:.Medical, dental and vision coverage.Multiple insurance options, wealth benefits and flexible spending accounts.Matching 401(k) plan after one year of employment (21 and over).With genuine hos...

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. Provide a holistic view of clients' needs and finan...

We cordially invite you to apply.Joining our team provides exceptionally distinctive benefits, including:.Medical, dental and vision coverage.Multiple insurance options, wealth benefits and flexible spending accounts.Matching 401(k) plan after one year of employment (21 and over).With genuine hos...

The Trusts and Estates department offers personalized estate planning, administration, and related legal services, helping clients preserve wealth and ensure their legacy. The successful candidate will work closely with partners, handling all aspects of trusts and estates with a primary focus on ...

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...

Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we...

Job DescriptionBenefits: - 401(k) matching - Bonus based on performance - Competitive salary - Health insurance - Opportunity for advancement - Paid time off - Training & development Job Title: Insurance and Financial Services Representative ROLE DESCRIPTION: Are you a driven, goal-ori...

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 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, you’re in ...

Job Description At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, yo...

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...

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...

Are you ready to take the next step in one of the most rewarding and financially lucrative career paths? At the Center for Wealth Preservation (CWP), we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to client success. Provid...

Are you ready to take the next step in one of the most rewarding and financially lucrative career paths? At the Center for Wealth Preservation (CWP), we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to client success. Provid...

Private Wealth/High Net Worth team.

The Center for Wealth Preservation is a leading wealth and financial management firm. Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professional athletes, corporations, and foundations. We'...

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with ...

Analyst SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function.Integrates subject matter and industry expertise within a defined area.Requires in-de...

At the Center for Wealth Preservation (CWP), we deliver more than just financial advice - we provide. Offer a comprehensive range of financial planning services, from estate strategies to risk management and wealth accumulation.

Focus on selling various financial services products, including estate planning, wealth management, insurance, and more.

At the Center for Wealth Preservation (CWP), we deliver more than just financial advice - we provide. Offer a comprehensive range of financial planning services, from estate strategies to risk management and wealth accumulation.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. Morgan Wealth Management is commi...

Genesis10 is seeking a Project Manager for DataWarehouse Projects; this is a contract position with a consumer finance lender located in Woodbury, NY.Location: NY Metro Area - this is a primarily remote position, but some travel to New York City or Woodbury, Long Island ma.

The Center for Wealth Preservation is a leading wealth and financial management firm. Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professional athletes, corporations, and foundations. We'...

CONSTRUCTION PROJECT MANAGER / ESTIMATOR.Well-established General Contractor with over 40 years of experience working in the tri-state area is seeking an efficient and organized Estimator & Project Coordinator.Candidate must have experience working on interior and exterior renovation projects and...