- Edward Jones (Miller Place, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (New Haven, CT)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Medford, NY)
- Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market Hampton Bays, New York;Northport, New York; East Hampton, New York; Smithtown, ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Zebra Technologies (Holtsville, NY)
- …signoff bring to close any action necessary * Develops, interprets and implements financial concepts and information for financial planning and control * Manages ... technical analysis to determine present and future financial performance * Utilizes expertise to perform economic research and studies * Provides guidance to less… more
- JPMorgan Chase (Riverhead, 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
- Catholic Health Services (Smithtown, NY)
- … financial guidance and oversight to hospital leadership. Serve as the principal financial advisor to the President and leadership team of Good Samaritan ... Long Island's Top Workplace! Job Details The Director of Financial Operations - Eastern Division (DFO) is a ...Financial Operations - Eastern Division (DFO) is a financial leader who serves as a key partner to… more
- CDM Smith (New Haven, CT)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... for someone who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open… 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
- JPMorgan Chase (Westhampton Beach, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- Rise Life Services (Riverhead, NY)
- Residential Advisor FT Job Details Job Location Main Office - Riverhead, NY Salary Range $22.00 - $23.53 Hourly Description GENERAL STATEMENT OF DUTIES Under the ... supervision of the Program Coordinator and Program Director, the Floating Residential Advisor will ensure compliance within the (4) Apartment Treatment Programs, and… more
- M&T Bank (Hauppauge, NY)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of...& HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …direction of our North American operations, growing the business while achieving financial targets, driving sales and marketing and building our roadmap. You will ... leadership. + Organization development and drive team to achieve financial , client service and sale targets on a continuous...+ Proven ability to develop and deliver Digital and Advisor product and technology capabilities. + Experience using data… more
- ADP (Milford, CT)
- …a **Sales Representative, Major Accounts.** + _Are you ready to control your financial future with unlimited upside earnings potential?_ + _Do you want a lasting ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… more
- Citizens (New Haven, CT)
- …bank products and services through cross-sell partners and acts as a trusted advisor to the client's executive management team. Within the Middle Market team, the ... in credit matters, able to read, interpret, and understand financial statements and credit issues quickly, and capable of...skills and excellent credit skills. + Highly skilled in financial modeling and able to appropriately structure credit in… more
- ADP (Milford, CT)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- ADP (Milford, CT)
- …+ **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to join a dynamic, inclusive team environment with a ... coaching to make your team members the best that they can be. + **Trusted Advisor ** . You live and breathe integrity and deliver on promises every time. + **Expert… more
- Veralto (New Haven, CT)
- …401(k) + Wellbeing Program, with rewards. + Employee Assistance Program (legal, financial , and counseling resources) Reporting to the **Field Service Manager** the ... locations. + Diagnose and resolve challenges and problems. + Become a trusted advisor and partner for our customers, to develop excellent relationships. + Extend our… more