Financial Advisor

Senior Financial AdvisorQUALIFICATIONS Bachelor's Degree in business or finance. 7+ years' experience as a personal financial advisor/planner Industry related professional designations such as CFP preferred The ideal candidate will possess the Series 7, 63, 65, or 66 as well as insurance licenses This individual will be highly motivated with a strong desire...

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...

OverviewSenior Financial Advisors at HBKS Wealth Advisors play a pivotal role in upholding the organization's high standards and excellence. They are responsible for coordinating and delivering top-notch services to clients, enhancing client relationships, and supervising team members.Responsibilities• Perform various activities associated with client...

Job DescriptionJob DescriptionWe’re looking for professionals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a 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...

Job DescriptionJob DescriptionBilingual Financial Services Professional We’re looking for Bilingual professionals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a job, it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping...

Wealth Management Associates at Equitable Advisors play a vital role in helping individuals plan for and protect their financial futures. With a passion for delivering customized financial strategies, our team is dedicated to providing exceptional customer experiences that emphasize trust, guidance, and technology. Whether you're just starting your career or...

Life Insurance Operations Associate RoleWe are seeking a meticulous and detail-oriented Life Insurance Operations Associate to support various aspects of insurance operations within a wealth management setting. This role is crucial in ensuring a seamless experience for clients, from onboarding through ongoing policy management.Key ResponsibilitiesFacilitate...

Place St Charles (37701), United States of America, New Orleans, LouisianaSr. Associate, Compliance Tester IICapital One is a diversified bank that offers a broad array of financial products and services to consumers, small business and commercial clients. Ranked #127 on the Fortune 500, Capital One is one of the nation's top 10 banks and has one of the most...

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

Job Summary:The Financial Advisory Manager will oversee the full-life cycle of finance and accounting outsource engagements, including proposal development, staff assignment and oversight, final work product review, and overall portfolio financial performance. This role will also be responsible for client relationship management, including regular meetings...

Job Type Full-time Description Job Summary: In this key Outside Sales position, you will be responsible for selling the Lima One product suite by growing business partner relationships, tapping into your network, and ultimately sourcing and developing relationships with successful real estate investors. You clearly educate the market on the Lima One product...

Tax Senior Manager - Real EstateAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we...

Position Summary THE FOCUS IS YOU:  We are looking to add an Audit Staff Accountant that is eager to develop the fundamental knowledge and technical skills in accounting and Audit & Assurance, to be able to ascend into a position helping lead and guide our clients. As an Audit Staff Accountant, you will be responsible for performing the necessary...

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to...

Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

Position Summary THE FOCUS IS YOU:  We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax...

Position Summary THE FOCUS IS YOU: We are looking to add a Tax Manager to help guide and oversee our clients, in addition to supporting our internal leaders and the ongoing growth in our Melville, NY office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns,...