Private Client Advisor

Job SummaryThe Private Client Specialist I is a key role within TD Wealth, responsible for providing exceptional support to Relationship Managers and Investment Advisors in serving high-net-worth clients. This position involves the onboarding process for new clients, focusing on timely and accurate initiation, transfers, and communication about new account...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We are seeking a Financial Solutions Advisor to...

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...

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...

Business Title: Global Executive & Private Client Group Senior AssociateRequisition Number:Function: Tax ServicesArea of Interest:State:NYCity: MelvilleDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive...

Merrill Financial Solutions Advisor Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different...

Job SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Spartan Placements LLC. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...

Job SummaryWealthspire Advisors, a leading independent registered investment advisory firm, is seeking a highly skilled Financial Analyst to join our Family Office Accounting team. As a key member of our team, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.Key ResponsibilitiesPrepare and...

About this role:Wells Fargo is seeking a skilled professional to participate in soliciting residential mortgages from various sources. As a Private Mortgage Banker, you will be responsible for producing high-quality jumbo loans that are compliant and providing excellent customer service. Your primary focus will be on building relationships with affluent...

Job OverviewWe are seeking a skilled Surveillance Investigator to join our team at PRIVATE INVESTIGATIVE FIRM. This role requires a proactive and motivated individual with excellent observation skills and the ability to work independently and discreetly.The ideal candidate will have experience in surveillance techniques and equipment, with the ability to...

About the RoleWe are seeking a highly experienced Tax Partner to join our Real Estate Private Equity team at EisnerAmper. As a key member of our team, you will be responsible for providing expert tax advice to our clients and driving business growth through new opportunities and client relationships.Key ResponsibilitiesPerform partner-level compliance review...

Job Title: Medical Professional - Private Duty Home CareJob Summary:We are seeking a compassionate and skilled Licensed Practical Nurse (LPN) to join our team at Always Compassionate Home Care. As a Private Duty Home Care LPN, you will provide high-quality patient care and support to individuals in their homes in Suffolk County.Responsibilities:Perform...

Job SummaryWe are seeking a highly skilled Tax Manager to join our team at UHY LLP. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, including business and individual tax returns.The ideal candidate will have a strong background in tax management, excellent communication skills, and the ability to work...

Financial Advisor Role OverviewVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a Financial Advisor to work within plan sponsor relationships in the K-12 market.This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant...

Job DescriptionH2M architects + engineers, a multidisciplinary consulting firm, seeks a Senior Project Water Resources Engineer to join our Water Resources team in Melville, NY.The ideal candidate will have 8-15 years of experience in water infrastructure project delivery, with a strong background in project management, client management, and water resources...

Financial Advisor Role OverviewVoya Financial Advisors, Inc. is seeking a skilled Financial Advisor to work with plan sponsor relationships in the K-12 market. This position will involve 403(b) enrollment, retirement and investment counseling, and participant education and seminars.Key ResponsibilitiesProspect, schedule and conduct one on one retirement...

About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors. As a Financial Services Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial...

About the RoleWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a Wealth Management Associate, you will play a key role in helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and maintain strong relationships with clients...

We are seeking a highly skilled Branch Compliance Manager to join our team at Equitable Advisors LLC. In this role, you will be responsible for conducting research and data gathering information from financial advisors, conducting annual financial advisor compliance interviews/audits, and managing all required record retention.Key Responsibilities:Conduct...

We are seeking a skilled Financial Planning Specialist 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. Responsibilities: Provide strategic recommendations for products,...