Associate Financial Planner

Job OverviewNew York Life is seeking a talented Financial Planner to join our Serpico Team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.Key ResponsibilitiesGather and assess client financial information to determine factors such as financial status, cash flow,...

Job SummaryWe are seeking a skilled and strategic Financial Advisor to join our team at New York Life. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on a range of financial matters, including risk management, estate planning, and investment management.Key Responsibilities:Develop...

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team at New York Life - Melville. As an entry-level financial advisor, you will play a critical role in helping clients achieve their financial goals through a variety of planning services.Key ResponsibilitiesProvide strategic recommendations for products, plans,...

Senior Financial Advisor OpportunityHBK CPAs & Consultants is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

Senior Financial Advisor OpportunityHBK CPAs & Consultants is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at NFP and Wealthspire Advisors. As a key member of our wealth management team, you will play a critical role in supporting our advisors in delivering exceptional client experiences.Key ResponsibilitiesProvide exceptional support to our advisors...

Job SummaryWe are seeking a highly organized and detail-oriented Registered Client Service Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service, assisting with client account maintenance, and performing various administrative tasks.Key ResponsibilitiesAssist clients with...

Job DescriptionJob DescriptionWe 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...

Financial Advisor Opportunity at NYL - Melville OfficeWe are seeking a motivated and detail-oriented Financial Advisor to join our team at NYL - Melville Office. As a key member of our financial services team, you will play a crucial role in helping clients achieve their financial goals through personalized planning and guidance.Key Responsibilities:Develop...

About Equitable Advisors LLCEquitable Advisors LLC is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We strive to make a positive impact on the futures of individuals and businesses by...

About Equitable Advisors LLCEquitable Advisors LLC is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term...

Senior Financial AdvisorAt HBK CPAs & Consultants, we are seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for coordinating and rendering services to our clients, enhancing client relations, supervising and developing other team members, and managing all client relationships in...

Job SummaryAs a Senior Financial Advisor at Spartan Placements LLC, you will be responsible for providing expert financial planning and wealth management services to clients. This includes creating personalized financial plans, managing client relationships, and ensuring the accuracy of information in our client relationship management system. You will also...

Join Our Team as a Tax AssociateAt HBK CPAs & Consultants, we are seeking a highly motivated and detail-oriented Tax Associate to join our team. As a Tax Associate, you will play a critical role in providing exceptional client service and ensuring the accuracy and timeliness of tax returns and other financial documents.Responsibilities:Prepare and review tax...

Job SummaryThe Senior Premium Auditor is responsible for conducting complex audits of earned premium risk calculations, ensuring accuracy and compliance with policy contract terms, manual rules, and company procedures. This role requires expertise in premium audit field experience, with a focus on handling California audits. The ideal candidate will possess...

Job OverviewWe are seeking a skilled Portfolio Management Associate to join our team at Phaxis - Financial Services.Key Responsibilities:Develop and present investment proposals to stakeholders.Provide trade recommendations and execute transactions on brokerage platforms.Manage cash requirements and ensure compliance with regulatory reporting.Assist with...

Job SummaryThe Executive Underwriter or Senior Underwriter is responsible for achieving profitable underwriting results in support of growth and profit objectives by appropriate risk selection, agency relations, book management, self-development, and assistance in professional development of others. They administer the underwriting and servicing of new and...

About Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, focusing on the unique needs...

About Equitable AdvisorsEquitable 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 with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, focusing on the...

Tax Associate Job DescriptionWe are seeking a highly skilled Tax Associate to join our team at Spartan Placements LLC. As a Tax Associate, you will play a key role in preparing financial statements, reconciling bank accounts, and assisting with engagement planning.Responsibilities:Financial Statement Preparation: Prepare simple financial statements, ensuring...