Wealth jobs in Valley Stream, 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 ...

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...

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. These benefits include comprehensive health care coverage, on-site health ...

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 Lead with Good Purpose Goodwill Greater New York and Northern New Jersey (GWNYNJ) believes that the power of work and sustainable fashion is how we unlock the good in our communities. For over 100 years, we have helped people get jobs, stay employed, and progress in careers ac...

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...

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

Rego Park New York United States.

Expertise with peer-reviewed literature on social determinants of health, including wealth, food insecurity and financial incentives, in addition to chronic disease prevention, health equity, and strategies to eliminate racial/ethnic inequities in health outcomes. We provide a wide array of progr...

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-...

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).One key to our s...

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citig

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citig

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 Wealth Mgmt Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a regional level. Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citi...

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...

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...

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...

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...

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...

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along ...

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.

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, ...

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...

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...

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 ...

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...

Counsel will manage the day-to-day legal operations of the Apollo regulated funds and partner with other members of the legal team and other professionals on corporate governance matters, co-investment transactions, strategic and capital markets transactions, global wealth initiatives, and other ...

Chilton Trust (CTC) is a private wealth management firm launched in 2010 by Richard L. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of separate portfolio accounts, tax advice, trust and estate planning and family office service...

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 ...

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, you’re in ...

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 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...

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.

Private Wealth/High Net Worth team.

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...

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.

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...

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.