Financial Services Professional
5 days ago
Are you ready to embark on a rewarding career in financial services? At Center for Wealth Preservation, we're a modern, technology-driven firm dedicated to our clients' success. Our unique approach sets us apart:
- Support and Mentorship: We provide the support, mentorship, and leads to propel your career forward.
- Fast-track Planning Associate Program: Become a sought-after Financial Services professional in a matter of months with our comprehensive training program.
- Benefits and Incentives: Enjoy unlimited earning potential, flexible schedules, access to Fortune 100 benefits, world-class travel incentives, and more.
- Expert Training: Benefit from modern training programs designed to empower you to make informed decisions for yourself and your clients.
- Career Growth: Build your own financial planning practice or develop a team with expert support and guidance.
- In-house Marketing Support: Personalize your brand and cultivate new business with our marketing resources.
As a key member of our team, you'll:
- Build and maintain a network of clientele who benefit from financial planning services.
- Expand your professional network through appointments, social media, industry events, referrals, seminars, and effective marketing campaigns.
- Sell various financial services products, including estate planning, wealth management, insurance, and more.
- Collaborate with our in-house Planning team to deliver top-tier solutions and financial outcomes for clients.
- Complete necessary licensing requirements to provide comprehensive support to clients.
To succeed in this role, you'll need:
- 1+ years of professional experience in Financial Services, Insurance, or related fields.
- Comfortable handling objections and overcoming challenges during client interactions.
- An entrepreneurial spirit with a passion for building a business.
- Ability to manage relationships with high-net-worth clients and family offices.
- Interest in team building and mentoring others.
- Strong interpersonal skills and a goal-oriented mindset.
At Center for Wealth Preservation, we're committed to providing a supportive environment that allows you to thrive. If you're an experienced or aspiring financial services professional looking for a rewarding career, we invite you to explore this opportunity further.
-
Financial Services Professional
2 weeks ago
Syosset, New York, United States Center for Wealth Preservation Full timeUnlock Your Potential with Center for Wealth PreservationAre you ready to embark on a rewarding career in financial services? At Center for Wealth Preservation, we're a modern, technology-driven force in the industry, dedicated to our clients' success.What Sets Us Apart:We provide the support, mentorship, and leads to propel your career forward. Our...
-
Financial Services Professional
3 weeks ago
Syosset, New York, United States Center for Wealth Preservation Full timeJob DescriptionAre you ready to embark on a lucrative and fulfilling career path in the financial services industry? At the Center for Wealth Preservation, we're a modern, technology-driven, and innovative force dedicated to our clients' success.What Sets Us Apart:Support and Mentorship: We provide the support, mentorship, and leads to propel your career...
-
Financial Services Professional
3 weeks ago
Syosset, New York, United States Center for Wealth Preservation Full timeAbout the RoleAs a Financial Services Professional at the Center for Wealth Preservation, you will play a crucial role in helping our clients achieve their financial goals. Your primary responsibility will be to build and maintain a network of high-net-worth clients who benefit from our financial planning services.Key ResponsibilitiesDevelop and execute a...
-
Member Service Representative
2 days ago
Syosset, New York, United States Jovia Financial Full timeUnlock Your Potential with Jovia FinancialAbout the RoleWe are seeking a highly motivated and customer-focused Member Service Representative/Personal Banker to join our dynamic team at Jovia Financial Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, promoting our products and services, and...
-
Financial Services Representative
2 days ago
Syosset, New York, United States Center for Wealth Preservation Full timeJob DescriptionUnlock Your Potential in Financial ServicesAre you looking for a career that offers unlimited earning potential, work-life balance, and access to Fortune 100 benefits? Do you want to build a thriving financial planning practice under the guidance of experts and with the support of a Fortune 100 company? If so, consider joining the Center for...
-
Financial Operations Manager
2 days ago
Syosset, New York, United States NorthPoint Staffing Full timeJob Title: ControllerWe are seeking an experienced and highly skilled Controller to join our team at NorthPoint Staffing. The successful candidate will play a pivotal role in managing the financial operations of our company, ensuring the integrity of financial reporting, and supporting strategic decision-making processes.Key Responsibilities:Oversee all...
-
Financial Operations Manager
4 weeks ago
Syosset, New York, United States NorthPoint Staffing Full timeJob DescriptionCompany: NorthPoint StaffingAbout the Company: NorthPoint Staffing is a distinguished staffing agency specializing in the construction sector. We are dedicated to connecting top-tier talent with reputable companies, ensuring a perfect match for both candidates and employers.Position Overview: We are in search of a seasoned and adept Financial...
-
Senior Financial Accountant
1 month ago
Syosset, New York, United States Johnson Service Group (IL) Full timeJob OverviewJohnson Service Group (JSG) is seeking a Senior Financial Accountant to join our dynamic team within the manufacturing sector. This role presents a direct hire opportunity with a rapidly expanding organization in the food service domain.CompensationSalary range is between $100K and $120K, commensurate with experience.Position SummaryThis role...
-
Accounting Manager
3 weeks ago
Syosset, New York, United States Johnson Service Group Full timeJob Description**Job Summary**We are seeking a highly skilled Accounting Manager to join our team at Johnson Service Group. As a key member of our financial operations team, you will be responsible for managing our company's financial performance, analyzing financial data, and providing strategic recommendations to drive business growth.Key...
-
Clinical Services Administrator
1 month ago
Syosset, New York, United States Constellation Health Services Full timePosition OverviewSalary: $125K - $150KRole: The Clinical Services Administrator - RN is responsible for overseeing the Certified Home Health Program at Constellation Health Services. This leadership position entails managing the financial and operational aspects of the home health initiative, ensuring effective long-term planning, organization, direction,...
-
Clinical Services Administrator
1 month ago
Syosset, New York, United States Constellation Health Services Full timePosition OverviewSalary: $125K - $150KRole: The Clinical Services Administrator - RN is responsible for overseeing the Certified Home Health Program at Constellation Health Services. This leadership position entails managing the financial and operational aspects of the home health program, ensuring the delivery of high-quality care and compliance with...
-
Senior Financial Analyst
1 month ago
Syosset, New York, United States The LiRo Group Full timeFinancial AnalystJob ID: Type: Regular Full-Time# of Openings: 1Category: Accounting/FinanceThe LiRo GroupOverview As a result of our ongoing expansion, we are in search of a Financial Analyst to become a vital part of our innovative accounting team. This position offers the flexibility of a hybrid work schedule. Our aim is to enhance our services and...
-
Accounts Payable Specialist
1 week ago
Syosset, New York, United States Creative Financial Staffing Full timeAccounts Payable Coordinator Job DescriptionWe are seeking an experienced Accounts Payable Coordinator to join our team at Creative Financial Staffing. As an Accounts Payable Coordinator, you will be responsible for managing the firm's accounts payable process, ensuring timely and accurate payment of invoices, and maintaining a high level of attention to...
-
Accounts Payable Specialist
4 weeks ago
Syosset, New York, United States Creative Financial Staffing Full timeAbout the Firm:Creative Financial Staffing is working with a prominent nonprofit organization.About the Organization:The organization is a stable nonprofit founded over 150 years ago, focused on helping families with a wide range of services.Job Responsibilities:As an Accounts Payable Coordinator, you will be responsible for:Full cycle accounts payable at a...
-
Insurance Sales Professional
3 weeks ago
Syosset, New York, United States New York LIfe Full timeJob DescriptionAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as an Insurance Sales Representative. As a representative, you will have the opportunity to drive positive impact in the lives of families every day by providing them with valuable financial solutions.Key ResponsibilitiesDevelop and implement...
-
Senior Financial Analyst
1 month ago
Syosset, New York, United States The LiRo Group Full timeFinancial AnalystJob ID: Type: Regular Full-Time# of Openings: 1Category: Accounting/FinanceThe LiRo GroupOverview As a result of our ongoing expansion, we are in search of a Financial Analyst to enhance our dynamic finance team. This position offers a hybrid/flexible work schedule. We aim to develop services and capabilities through the growth of our most...
-
Medical Assistant Professional
3 days ago
Syosset, New York, United States Northwell Health Full timeJob SummaryWe are seeking a highly skilled Medical Assistant to join our team at Northwell Health. As a Medical Assistant, you will play a vital role in providing exceptional patient care and supporting our healthcare team.Key ResponsibilitiesCollaborate with healthcare professionals to coordinate patient care and implement treatment plans.Perform vital...
-
Clinical Services Director
2 days ago
Syosset, New York, United States Constellation Health Services Full timeJob OpportunityConstellation Health Services is seeking a highly skilled and experienced Administrator - RN to lead our Certified Home Health Program. As a key member of our leadership team, you will be responsible for overseeing the fiscal and operational activities of the program, ensuring compliance with regulatory requirements, and driving quality care...
-
Customer Service Liaison
3 weeks ago
Syosset, New York, United States Intelli-Tec Security Services Full time**Job Summary**The Customer Service Liaison is a key member of the Intelli-Tec Security Services team, responsible for delivering exceptional customer service and support to internal and external clients.**Key Responsibilities**Respond to customer inquiries and resolve issues in a timely and professional mannerUtilize in-depth knowledge of company products...
-
MRI Technologist
3 weeks ago
Syosset, New York, United States Host Healthcare Full timeJob OpportunityHost Healthcare is seeking a skilled MRI Technologist for a travel assignment in a dynamic healthcare setting.Job RequirementsSpecialty: MRI TechnologistDiscipline: Allied Health ProfessionalShift: 8 hours, eveningsEmployment Type: TravelAs an MRI Technologist with Host Healthcare, you will have the opportunity to work in a variety of...