Financial Services Professional

Job OverviewFifth Avenue Financial is seeking a skilled Financial Services Representative to drive business growth and deliver exceptional customer experiences.Key Responsibilities:Build and maintain a portfolio of customers, providing tailored financial advice and services to meet their unique needs and objectives.Analyze customer financial situations and...

Experior Financial Group is seeking a skilled Life Insurance Agent to provide expert advice to clients and recommend insurance products. The ideal candidate will possess excellent communication skills, display good analytical skills, and provide excellent customer service.Key Responsibilities:Provide advice to clients and recommend insurance products.Provide...

Financial Advisor RoleForest Hills Financial Group, a member of The Guardian Network, is seeking a Financial Advisor to work with individuals and businesses in the New York Metropolitan Market. This is a HYBRID position, requiring a strong work ethic and high integrity.About the Role:As a Financial Advisor, you will work with clients to understand their...

Financial Advisor Opportunity at Alliant Credit UnionAs a Financial Advisor associated with LPL Financial, you will have the opportunity to join the Investment Program at Alliant Credit Union in the New York Metro area. This role will allow you to build a strong client base with the credit union's exceptional referral system, leveraging the credit union's...

Unlock Your Potential as a Financial ProfessionalTake your career to new heights at Prudential FinancialWe are seeking a highly motivated and analytical individual to join our team in our Empire City Financial Group firm. As a Financial Professional, you will work closely with a team of experienced Financial Advisors to help clients achieve their financial...

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will be responsible for providing exceptional support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors with opening and maintaining client...

Our client, a stable manufacturer in the environmental robotics industry, is seeking a strong Senior Accountant to join their team. This is a great opportunity for someone to learn all areas of the company and grow professionally.They offer a collaborative work environment and are in the office 5 days per week in Long Island City (Queens) with a flexible...

Financial Planning Role at Northwestern MutualWe are seeking a skilled Financial Services Professional to join our team at Northwestern Mutual. As a Financial Planner, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.Key Responsibilities:Develop and implement financial plans to...

Senior Accountant OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in supporting the Month-end close, conducting balance sheet analysis, and providing financial insights to drive business decisions.Key Responsibilities:Perform daily bank...

NYL - John Kelly: Financial Services ProfessionalWe are seeking a highly motivated and disciplined individual to join our team as a Financial Services Professional. As a Life Insurance Agent, you will play a crucial role in helping clients achieve their financial goals by providing expert guidance and support.Key Responsibilities:Assess clients' financial...

About the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Northwestern Mutual. As a Financial Services Professional, you will have the opportunity to develop and implement financial plans to help clients achieve their goals and provide the financial tools and support to help them get there.Our...

Job OverviewWe are seeking a skilled Financial Services Professional to join our team. As a key member of our organization, you will be responsible for developing and implementing financial plans for clients, providing strategic recommendations, and building strong relationships with new and existing clients.Key Responsibilities:Customize financial plans for...

About Our ClientCreative Financial Staffing is teaming up with a well-regarded nonprofit organization that provides education, employment, and community support services for individuals with autism and developmental disabilities and their families in New York City.Job SummaryWe are seeking a Senior Accountant to join our Finance department. The ideal...

We are seeking a motivated and licensed Financial Sales Representative to join our team on a 1099 commission-based arrangement.We are a multi-million dollar business dedicated to building high-performers with the financial service industry. Our mission is to empower the average American family to achieve their financial goals and dreams.The RoleWe are...

Job OverviewAs a Financial Professional with New York Life Insurance Company, you will play a crucial role in guiding individuals, families, and businesses towards their financial goals. You will leverage our comprehensive insurance and financial product lines to provide tailored solutions and expert advice. Key Responsibilities Develop and maintain strong...

Job Title: Financial Services ProfessionalJob Summary:Flagstar Bank is seeking a Financial Services Professional to join our team. As a Financial Services Professional, you will be responsible for retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. You will advise and assist...

Financial Advisor/Wealth Management Advisor OpportunityNorthwestern Mutual is seeking a skilled Financial Advisor to join our Midtown Manhattan offices. As a key member of our team, you will be responsible for prospecting for clients and maintaining ongoing relationships with individuals, families, and businesses to offer our diverse portfolio of financial...

Job OverviewPhaxis - Financial Services is seeking a highly skilled Grant Accountant to join our team.The successful candidate will be responsible for creating weekly billing, preparing and maintaining claims for government and outside agencies, generating reports, and assisting with journal entries and general ledger.Additionally, the Grant Accountant will...

**About the Opportunity**Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for the operations and administrative activities of our partnerships, including cash management and capital calls.**Key Responsibilities**Manage cash flow and capital calls for our...

Job OverviewAs a key member of the Phaxis - Financial Services team, you will play a vital role in ensuring the accuracy and timeliness of our financial close process.You will be responsible for preparing bank reconciliations and journal entries, as well as assisting with budgets and forecasts.Additionally, you will work closely with our balance sheets and...