Financial Services Professional

About NYL - Melville OfficeWe are a rapidly expanding financial services firm seeking a talented Financial Services Professional to join our team. As a Financial Services Professional, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Develop tailored financial plans that consider clients' life stage,...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at NYL - Melville Office. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships...

Job DescriptionJob DescriptionCareer Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management,...

We are seeking an experienced financial professional to assist our clients in designing and implementing strategies to achieve their long-term financial goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication...

Job OverviewNYL - Melville Office is seeking a highly motivated and detail-oriented Financial Services Professional to join our team. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with clients,...

NYL - Melville Office is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing tailored financial plans to meet the unique needs of our clients. This role requires excellent communication and math skills, as well as the ability to work collaboratively with our team to provide strategic...

About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...

About Equitable ServicesEquitable Services is a leading provider of financial solutions, dedicated to helping individuals and businesses achieve their long-term goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial strategies to meet the unique needs of our clients.Job SummaryWe...

Job DescriptionJob DescriptionWe’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex...

Description Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we're looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their...

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities:...

Description We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!...

Job DescriptionJob DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication...

About the RoleWe are seeking a highly skilled Senior Auditor to join our team at UHY LLP. As a Senior Auditor, you will play a key role in leading and guiding our clients, as well as supporting our internal leaders with the ongoing growth in our Melville office.Key ResponsibilitiesLead Client Engagements: Perform and lead the necessary procedures involved in...

About the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will play a critical role in supporting our financial advisors and ensuring the smooth operation of our client accounts.Key ResponsibilitiesProvide exceptional customer service to...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at New York Life - Nassau-Suffolk NY. As an Entry-Level Wealth Advisor, you will play a key role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at New York Life - Nassau-Suffolk NY. As an Entry-Level Wealth Advisor, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

About the RoleWe are seeking a highly motivated and detail-oriented Financial Services Representative to join our team at New York Life - Nassau-Suffolk NY. As an Entry-Level Wealth Advisor, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

At NYL - Melville, we are experiencing significant growth and are seeking a dedicated financial services consultant to join our team. The perfect candidate will possess a strong desire to master the financial services industry, enabling them to assist clients in reaching their financial aspirations. Successful financial advising hinges on exceptional...

Senior Accountant - Hybrid OpportunityCreative Financial Staffing is collaborating with a leading payment solutions firm seeking to enhance their finance team with a Senior Accountant.They operate on a hybrid model, providing flexibility in work arrangements.About the Company Established for nearly two decades, focusing on financial independence and legal...