Financial advisor jobs in Shirley, New York (NY) State

Financial background is not necessary but marketing and sales skills are required. If you consider yourself qualified for this position and would like to have a rewarding career in the financial services industry then please email your response and resume to: Moneymanager7@gmail. ...

Responsibilities:• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered o...

Mitlin Financial Inc, a growing wealth management firm, is seeking an Advisor to assist in our mission of helping those we serve achieve their financial goals while finding. Mitlin Financials Founder was named a Top Financial Advisor in 2021, 2022, and 2023 by Investopedia and is consistently fea...

Prudential Advisors is looking for an experienced financial professional in the Rochester area that is interested in working with an existing book of clients. The look and feel of an independent advisor with the benefits of being an employee. We support you by offering financial packages designed...

A top-tier global financial institution is seeking an experienced and Senior Wealth Advisor to join their team. This person will be responsible for growing a book of business and will be assisting HNW & UHNW clients with their investment management and financial planning needs. This individual wi...

This position works directly with the President to provide comprehensive financial planning and investment management services for clients and prospects seeking advice on how to reach their financial goals. In this role, you will be providing Personal Financial Planning, Wealth Management and Por...

Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The Legend Group has a new and exciting opportunity available fo...

Americas Non-Financial Risk Analyst - Legal Entity. In the role of Americas Non-Financial Risk Analyst - Legal Entity, you will work with senior members of the team and other stakeholders to undertake and develop processes to drive risk management of material entities and branches. Support entity...

The Manager FP&A will be responsible for the financial management and budgeting of RAs Departments and reports into the Global Director, Financial Planning and Analysis. Collaborate with Country Leads, Project Managers, Supervisors, and other departments to ensure RA operates with financial excel...

The SAP FSCD Business Analyst is responsible for the proactive identification, design, and support of business solutions with a focus on achieving business process efficiency. ROLE TITLE: SAP FSCD Business Analyst. Proven business acumen, to engage users and understand their underlying requiremen...

Manage team of Business Analysts and assignments within the Program Area. Liaise with various stakeholder groups, including but not limited to executive teams, program managers, subject matter experts (SMEs), and end-users, to collect, document, review, and obtain feedback on relevant business pr...

My global client is currently looking for a PeopleSoft Financials Consultant to join their US team, working out of either their Chicago or New York offices. Candidates will ideally have experience of working with a heavily customised version of PeopleSoft Financials and must have strong SQL skill...

We are looking for a dynamic Finance Controller who will oversee the financial operations of the organization, ensuring the accuracy of financial reporting, adherence to regulatory standards, and providing strategic financial insights to support the company's growth. ...

You will work with cross-functional teams to understand how we manage the business and will bridge the gap to provide necessary insights and business solutions via dashboards and data automations. ...

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional. Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profou...

This position presents a unique opportunity to join a world-class single manager hedge fund as they expand, looking to add a Senior Analyst to cover the full breadth of Financials names. The will will have either Long/Short investment experience with a core focus on Financials. ...

Role Title: Business Systems Analyst. As a Business Systems Analyst, you will play a vital role in our Calypso implementation project. Business Systems Analyst experience. ...

We are seeking a Rail & Transit Data Analyst for our New York office in Midtown Manhattan. Undertaking detailed analysis and managing data or information provided by clients or project teams;. Experience with data exploration, cleansing or QA/QC, analysis, drawing conclusions, and clear presentat...

Our client, a leading global bank, is expanding their IT landscape, specifically within the commercial banking unit, and seeking a VP business systems analyst. This person will work closely with business stakeholders in helping design, develop, and deploy IT solutions for their banking systems. ....

Exceptional planning, organizational, analytical, and problem-solving skills to optimize business outcomes and team productivity. ...

The Fund Controller will oversee all accounting, operations, loan operations, FP&A and valuations. Because the team runs very lean the Controller will have similar responsibilities as a CFO and cover a wide range of tasks. The Controller will reporting into the COO and the Managing Partner. The f...

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their familie...

Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking...

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their familie...