Entry-Level Financial Advisor

Job DescriptionJob DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships...

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...

Description 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...

Financial Professional - NY, Melville (5029) Equitable Holdings Mar 06, 2024 Finance Job Description Equitable 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...

Our client a very stable industry leading distributor is seeking a Jr. Acct to join its accounting team. The company offers an excellent opportunity for advancement, strong benefits and an excellent work environment. The responsibilities include: Journal Entries Bank Reconciliations Acct Reconciliations Billing - Invoicing clients for services Assist in...

The 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...

The 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...

The 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...

The 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...

Administrative Assistant – Next Level PlanningMelville, NY On-site, full time • Full-time · Looking for an experienced executive assistant • 1-10 employees · Financial Services• Actively recruitingAbout the jobEstablished financial services firm in the Melville area is looking for a full-time executive assistant to support the firm’s busy and...

Administrative Assistant – Next Level PlanningMelville, NY On-site, full time • Full-time · Looking for an experienced executive assistant • 1-10 employees · Financial Services• Actively recruitingAbout the jobEstablished financial services firm in the Melville area is looking for a full-time executive assistant to support the firm’s busy and...

Administrative Assistant – Next Level PlanningMelville, NY On-site, full time • Full-time · Looking for an experienced executive assistant • 1-10 employees · Financial Services• Actively recruitingAbout the jobEstablished financial services firm in the Melville area is looking for a full-time executive assistant to support the firm’s busy and...

Job DescriptionJob DescriptionThe candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. There is a lot of upward mobility due to...

Include but are not limited to:Serving as a credible advisor and partner representing the Compliance organization to the businesses, Risk Offices, and other independent risk functions. Developing and maintaining strong relationships with business lea Lending, Compliance Manager, Compliance, Manager, Finance, Business, Business Services

Provide guidance and effective challenge to our Retail Bank business on consumer compliance risks Maintain subject matter expertise of existing consumer banking laws and regulations, including Reg CC, Reg DD, Reg B, FCRA, ADA, SCRA, Reg E, Reg O, UDA Compliance, Manager, Advisor, Compliance Manager, Project Management, Business

Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life,...

Our Client a leading Long Island employer is seeking a Senior Accountant to join it's 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...

Our Client a leading Long Island employer is seeking a Senior Accountant to join it's 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 analyses Prepare...

Our Client a leading Long Island employer is seeking a Senior Accountant to join it's 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...

Prestige NY has established a reputation of being a top Business Consulting firm in the Long Island area. In over 15 years in business we have built a portfolio of clients that range from the telecommunications world to the financial services industry. We're looking for local motivated, self-starters who want the opportunity to get hands-on experience in...