Senior Financial Consultant

2 weeks ago


Mount Kisco, New York, United States CG Financial Full time
Career Opportunity

Become a part of CG Financial Services as a Senior Financial Consultant. We are in search of a committed professional to deliver insightful financial guidance to our clientele, uphold professional interactions, and guarantee adherence to industry regulations.

Core Principles
  • Inquisitiveness: Continuously pursuing knowledge and enhancing expertise.
  • Analytical Thinking: Leading by example and collaborating effectively.
  • Initiative: Results-driven and motivated individual.
  • Integrity: Founded on honesty and transparency.
  • Positive Influence: Aiming for personal and professional growth.
Key Responsibilities
  1. Strengthen client relationships and engagement through exceptional advice.
  2. Oversee team reporting and operational benchmarks.
  3. Ensure clear communication and optimal client experience delivery.
  4. Contribute to the attainment of business objectives and overall success.
Qualifications
  • Possession of Series 65 or 66 licensing.
  • Bachelor's degree in finance or a related discipline.
  • Experience in financial services is preferred.
  • Familiarity with investment products and financial analysis.
  • Proficient in MS Office and client management software.
  • Excellent problem-solving and organizational abilities.


  • Mount Kisco, New York, United States Reproductive Medicine Assoc of NY, LLP Full time

    Job SummaryWe are seeking a highly skilled and compassionate Financial Counselor to join our team at Reproductive Medicine Assoc of NY, LLP. As a Financial Counselor, you will play a critical role in providing exceptional patient care and service for fertility treatments.Key ResponsibilitiesConsult with patients regarding their benefits, coverage, and...


  • Mount Kisco, New York, United States Reproductive Medicine Assoc of NY, LLP Full time

    Job SummaryWe are seeking a highly skilled and compassionate Financial Counselor to join our team at Reproductive Medicine Assoc of NY, LLP. As a key member of our staff, you will play a vital role in providing exceptional patient care and financial guidance to our patients.Key ResponsibilitiesConsult with patients regarding their benefits, coverage, and...


  • Mount Kisco, New York, United States CG Financial Services Full time

    About CG Financial Services:CG Financial Services is a distinguished firm focused on Wealth Management, dedicated to providing exceptional financial solutions to our clients.Position:Relationship ManagerRole Overview:The Relationship Manager plays a pivotal role in ensuring client satisfaction and enhancing service delivery. This position involves engaging...


  • Mount Vernon, New York, United States LPL Financial Full time

    Investment Consultant – LPL Financial Your professional journey should lead to substantial opportunities LPL Financial collaborates with financial institutions to provide a comprehensive array of investment services to their clientele. This role at LPL Financial allows you to become part of a dedicated team focused on delivering financial guidance...

  • Construction Auditor

    3 weeks ago


    Mount Kisco, New York, United States ManpowerGroup Full time

    Construction Auditor Professional Our client in Westchester County is looking for hardworking, motivated talent to join their team of Construction Audit Expertise Professionals. Don't wait . apply today What's in it for you? Payrate $50 - 80/hr. Hybrid and Remote Full time Contract for a year or longer. Potential Contract to hire Opportunity for growth...


  • Mount Laurel, New Jersey, United States Innova Solutions Full time

    About the RoleInnova Solutions is seeking a highly skilled Senior Anti-Money Laundering Analyst to join our team. As a key member of our financial crimes team, you will be responsible for monitoring and analyzing financial transactions to identify potential money laundering activities.Key ResponsibilitiesDevelop and implement effective AML monitoring...


  • Mount Vernon, New York, United States CV Resources Full time

    **Job Title: Division Financial Manager****Company: CV Resources**We are seeking a highly experienced Division Financial Manager to join our team at CV Resources. The ideal candidate will have a strong background in financial management and a proven track record of success in the manufacturing industry.**Key Responsibilities:**Compile, review, and submit...


  • Mount Kisco, New York, United States Merritt, Hawkins & Associates Full time

    Job Description & RequirementsUrology Physician in New YorkStartDate: ASAP Pay Rate: $ An independent multi-specialty group in New York is seeking a qualified urologist to join its team. This is a great opportunity to grow a urology program within a tremendously successful organization providing ample financial support and infrastructure.Opportunity...


  • Mount Kisco, New York, United States Northwell Health Full time

    Northwell Health's Department of Cardiology is seeking a Non-Invasive Cardiologist to join our team at Northern Westchester Hospital as the Director of Inpatient Cardiac Services to lead our inpatient telemetry unit and consultative cardiology services. This is a full-time, academic position with vast clinical, research, and teaching opportunities. The ideal...


  • Mount Kisco, New York, United States DARCARS Automotive Group Full time

    Job OverviewAbout DARCARS Automotive GroupDARCARS Automotive Group is a leading automotive dealership group seeking a highly skilled and experienced Finance Manager to join our team.Key ResponsibilitiesWork closely with the sales team to assist customers in the financial buying process, ensuring a seamless and transparent experience.Consult and sell finance...


  • Mount Kisco, New York, United States Medline Industries Full time

    Job SummaryMedline Industries is seeking a highly skilled and detail-oriented Account Representative to support our sales team. As a key member of our operations team, you will be responsible for managing custom pack programs, margin improvement, and key customer initiatives from start to execution.Key Responsibilities:Partner with sales teams to ensure all...


  • Mount Vernon, New York, United States Creative Financial Staffing Full time

    Senior Project AccountantCreative Financial Staffing is collaborating with a leading construction firm to identify a qualified Senior Project Accountant. This role entails managing and supervising all financial operations at the job site, aiding in both quarterly and monthly financial reporting, as well as fulfilling general administrative and managerial...


  • Mount Vernon, New York, United States Creative Financial Staffing Full time

    Senior Project AccountantCreative Financial Staffing is collaborating with a prominent construction firm to seek a Senior Project Accountant. This role is pivotal in managing and overseeing all financial activities at job sites, contributing to monthly and quarterly financial reporting, and performing various administrative and managerial tasks. The Senior...


  • Mount Vernon, New York, United States Creative Financial Staffing Full time

    Senior Project AccountantCreative Financial Staffing is collaborating with a reputable construction firm to seek a Senior Project Accountant. This role is pivotal in managing and supervising all financial activities at job sites, contributing to monthly and quarterly financial reports, and performing various administrative and managerial tasks. The Senior...


  • Mount Vernon, New York, United States Creative Financial Staffing Full time

    Senior Project AccountantCreative Financial Staffing is collaborating with a prominent construction firm to identify a qualified Senior Project Accountant. This role entails comprehensive oversight and management of all financial operations at the job site, including support for periodic financial reporting and various administrative responsibilities. The...


  • Mount Vernon, New York, United States Professional Search Group - Orange County Full time

    Job OverviewProfessional Search Group (PSG) is on the lookout for a Lead Financial Analyst to become a vital part of our expanding team. The Lead Financial Analyst plays a crucial role in maintaining the integrity and compliance of our financial documents and reports. This position will involve performing detailed accounting research, overseeing general...


  • Mount Kisco, New York, United States Cencora Full time

    About CencoraCencora is a leading company in the healthcare industry, dedicated to creating healthier futures for people and animals. Our team members are at the heart of everything we do, and we are united in our responsibility to deliver on our purpose.Job SummaryWe are seeking a highly motivated and talented individual to join our team as a Supply Chain...


  • Mount Royal, New Jersey, United States Thunderbolt Full time

    About the RoleWe are seeking a highly skilled Senior Account Manager to join our team at Thunderbolt. As a key member of our personnel consulting team, you will be responsible for building and maintaining strong relationships with our clients and candidates.Key ResponsibilitiesClient Interface: You will serve as the primary point of contact for our clients,...


  • Mount Vernon, New York, United States CV Resources Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Controller to join our team at CV Resources. As a key member of our finance department, you will be responsible for overseeing the financial operations of our manufacturing company.Key Responsibilities:Compile, review, and submit financial, operational, and statistical reporting on a...


  • Mount Vernon, New York, United States SilverTech Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Banking Consultant for Private Clients. As a key member of our team, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesProvide personalized financial advice and guidance to...