- Edward Jones (Port Jefferson, NY)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- TD Bank (West Babylon, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their… more
- TD Bank (Hauppauge, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- Bank of America (West Islip, NY)
- Financial Solutions Advisor Registration Candidate - West Islip Financial Center West Islip, New York **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/West-Islip/ Financial -Solutions- Advisor -Registration-Candidate West-Islip- Financial -Center\_25046904-2) **Job Description:** At… more
- Stony Brook University (Stony Brook, NY)
- Academic and Financial Wellness Advisor **Required Qualifications (as evidenced by an attached resume):** Bachelor's Degree (foreign equivalent or higher). Two ... used in large organizations. **Brief Description of Duties:** The Academic and Financial Wellness Advisor will serve as a key liaison between the Financial … more
- Bank of America (Deer Park, NY)
- Financial Solutions Advisor - Central Long Island Market Great Neck, New York;Deer Park, New York; Manhasset, New York; Glen Cove, New York; Huntington Station, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Great-Neck/ Financial -Solutions- Advisor Central-Long-Island-Market\_25034967) **Job Description:** At Bank of… more
- Bank of America (Oyster Bay, NY)
- Financial Solutions Advisor - Oyster Bay Financial Center Oyster Bay, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Oyster-Bay/ Financial -Solutions- Advisor Oyster-Bay- Financial -Center\_25042452-2) **Job Description:** At… more
- Adelphi University (Garden City, NY)
- Advisor ( Financial Aid, Registration, Student Accounts) Job Department/School One-Stop Student Services Center FT/PT/Temp Full time Location Garden City, NY ... Advisor ( Financial Aid, Registration, Student Accounts) One-Stop Student Services Center JOB SUMMARY: In support of student recruitment and retention, advise… more
- JPMorgan Chase (Islip, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Foresters Financial Services (Westbury, NY)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- Citigroup (East Meadow, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …* Performs research and analytics used in Investment Strategy white papers for financial advisor or client use. * Coordinates preparation of scheduled and ... and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting,… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of...allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills +… more