![New York Life - Nassau-Suffolk NY](https://media.trabajo.org/img/noimg.jpg)
Entry-Level Financial Planner
2 weeks ago
We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.
If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process todayResponsibilities
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
Qualifications
- Requires a Bachelor's degree in business administration, finance, or other related field
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
-
Entry Level Financial Advisor
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeAre you in search of an exciting career path filled with boundless opportunities and a clear trajectory? The New York Life Long Island General Office is on the lookout for Entry-Level Financial Advisors who are passionate about helping families safeguard their financial futures and protect their loved ones. This is not just any ordinary job - it's an...
-
Entry Level Financial Advisor
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeAre you in search of an exciting career path filled with boundless opportunities and a clear trajectory? The New York Life Long Island General Office is on the lookout for Entry-Level Financial Advisors who are passionate about helping families safeguard their financial futures and protect their loved ones. This is not just any ordinary job - it's an...
-
Entry Level Financial Advisor
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeExciting Opportunity for Entry-Level Financial Advisor in Melville, NY Seeking passionate individuals to join the New York Life Long Island General Office. Make a meaningful impact by helping families, business owners, and corporations secure their financial futures. Autonomy to shape your professional journey while positively influencing household....
-
Financial Advisor
2 weeks ago
Melville, New York, United States Equitable Advisors LLC Full timeEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...
-
Financial Services Professional
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeAre you on the lookout for a promising career path with endless opportunities and a clear roadmap? The New York Life Long Island General Office is in search of Entry-Level Financial Professionals dedicated to helping families safeguard their financial futures and protect their dear ones. This role goes beyond just being another job - it presents a chance to...
-
Merrill Experienced Financial Advisor
2 weeks ago
Melville, New York, United States Bank of America Full timeMerrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper...
-
Senior Lead Underwriter
2 weeks ago
Melville, New York, United States AmTrust Financial Full timeSenior Lead UnderwriterJob LocationsUS-United StatesRequisition ID CategoryUnderwritingPosition TypeRegular Full-TimeOverviewUnique opportunity to be a key part of building a profitable Media and Entertainment Liability insurance book of business within ANV Global Services.ANV Global Services ), part of AmTrust Group ) underwrites as a Global MGU with...
-
Senior Accountant
2 weeks ago
Melville, New York, United States TemPositions Full timeOur Client a leading Long Island employer is seeking a Senior Accountant to join its accounting team. The company offers an opportunity for advancement, a strong benefits package and a balanced work life balance.The responsibilities include:Preparation of financial statements.Preparation of and analysis of income statement account analysesPrepare monthly and...
-
Compliance Specialist II
2 weeks ago
Melville, New York, United States AmTrust Financial Full timeCompliance Specialist IIJob LocationsUS-CTSouthington | US-United StatesRequisition ID CategoryCompliancePosition TypeRegular Full-TimeOverviewThe ideal candidate will have 5 or more years' progressive experience as a product/filing analyst handling core commercial lines business. Candidate will have expertise with ISO, NCCI, SERFF, AAIS and with various...
-
Manager-Accounting
2 weeks ago
Melville, New York, United States Community Development C Full timeJob Description Job Description CDLI Overview Community Development Corporation of Long Island (CDCLI) was founded in 1969 when government, business, and civic leaders on Long Island came together to address the growing demand for affordable housing. Today, CDCLI is a regional and national leader in affordable housing and community development and is...
-
Revenue Accounting Manager
2 weeks ago
Melville, New York, United States LHH Recruitment Solutions Full timeJob DescriptionJob Description****Must Live in the Tri-State area***Job Summary:We are seeking a highly skilled and experienced Revenue Accounting Manager to join our finance team. The Revenue Accounting Manager will be responsible for overseeing all aspects of revenue recognition, ensuring compliance with accounting standards, and managing revenue...
-
Staff Electrical Engineer
2 weeks ago
Melville, New York, United States H2M Full timeH2M architects + engineers, a multidiscipline architectural, engineering, environmental consulting and design firm has an opening for an entry-level Staff Engineer in our MEP/Electrical Department. This position is an amazing opportunity for a new graduate who is interested in electrical engineering and looking for a strong learning environment to develop...
-
Lead Underwriter- Employee Benefits
2 weeks ago
Melville, New York, United States Martin Grant Associates Full timeEmployee Benefits Lead Underwriter Preparation of RFPs, marketing results, and financial analysis for clients Conduct benefits cost projection, plan design modeling alternatives, and creation of employee contribution recovery models Create monthly financial reporting packages, as well as financial statements and/or projections Infinite career growth...
-
Senior Director of Finance
4 weeks ago
Melville, New York, United States COMTECH TELECOMMUNICATIONS Full timeCOMTECH TELECOMMUNICATIONS Job Title: Senior Director of FinanceDepartment: Finance Reports To: VP of Global Finance FLSA Status: Exempt Last Modified: 5/13/2024 Salary: 240, ,000 Company Overview Comtech Telecommunications Corp. is a leading global technology company providing terrestrial and wireless network solutions, next-generation 9-1-1 emergency...
-
Senior Director of Finance
1 month ago
Melville, New York, United States COMTECH TELECOMMUNICATIONS Full timeCOMTECH TELECOMMUNICATIONS Job Title: Senior Director of FinanceDepartment: Finance Reports To: VP of Global Finance FLSA Status: Exempt Last Modified: 5/13/2024 Salary: 240, ,000 Company Overview Comtech Telecommunications Corp. is a leading global technology company providing terrestrial and wireless network solutions, next-generation 9-1-1 emergency...
-
Private Wealth Advisor
2 weeks ago
Melville, New York, United States Point Wealth Management Full timeThe right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning profession and delivering a first-class client experience.Responsibilities:Foster relationships with existing clients to ensure a top-tier level of service is...
-
Assistant Department Manager
2 weeks ago
Melville, New York, United States Hire Resolve US - Executive Personnel Agency Full timeHire Resolve's client is a leading Civil Engineering firm that is urgently seeking the expertise of an Assistant Department Manager - Civil Engineering in Melville, NY.Responsibilities:Leading multi-disciplinary design teams in the execution of complex Land Development projects:Responsible for the life of the project from evaluating opportunities and...
-
Melville, New York, United States Executive Alliance Full timeJob Description Job Description Executive Alliance is pleased to represent our client who is a global leader in digital imaging for consumer electronics, research and medical devices products.They are seeking an Internal Audit Manager working on a hybrid schedule out of their North American Headquarters in Melville, Long Island, N.Y. Executive Alliance is...
-
Melville, New York, United States LocumTenens Full timeA level II trauma facility is seeking a physician for locum tenens coverage.The facility is located in near Alexandria, Louisiana.There are 24-38 shifts per month available. The shifts are 12-hour, both days and nights. BC/BE EM required with active ACLS. Temps will be granted for clean files. The facility has 362 total beds and Meditech EMR. Travel,...
-
Maintenance Engineer
2 weeks ago
Melville, New York, United States BankUnited Full timeWho We Are BankUnited (NYSE:BKU) is a national bank headquartered in Miami Lakes, Florida with banking centers in Florida, the New York metropolitan area, Dallas and Atlanta. BankUnited has two subsidiaries, Pinnacle Public Finance headquartered in Scottsdale, Arizona and Bridge Funding Group headquartered in Hunt Valley, Maryland. We pride ourselves on our...