Financial Planning Specialist
7 days ago
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, plans, investments, and other methods to help clients achieve financial goals
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Qualifications:
Valid FINRA Series 7 & 63/66 preferred but not required
A Bachelor's degree in finance, business administration, or alternate related analytical field is required
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Compensation: $84,000 at plan yearly + Benefits
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Financial Planning Specialist
2 weeks ago
Melville, New York, United States Northwestern Mutual Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Northwestern Mutual.As a Financial Planning Specialist, you will be responsible for creating personalized financial plans for our clients, helping them achieve their financial goals and protect their assets for the future.You will work closely...
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Financial Planning Specialist
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeFinancial Planning Role at New York Life - Nassau-Suffolk NYWe are seeking a talented and ambitious Financial Planning Specialist to join our team at New York Life - Nassau-Suffolk NY. As a key member of our financial services team, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Create personalized...
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Financial Planning Specialist
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeFinancial Planning Role at New York Life - Nassau-Suffolk NYWe are seeking a talented and ambitious individual to join our team as a financial planning specialist. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Create personalized financial plans for clients based on their...
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Financial Planning Specialist
2 weeks ago
Melville, New York, United States Professional Physical Therapy Full timeFinancial Analyst Job DescriptionAt Professional Physical Therapy, we are seeking a highly skilled Financial Analyst to join our team. As a key member of our Finance department, you will play a critical role in providing financial insights and recommendations to drive business growth and improvement.Key Responsibilities:Financial Data Analysis: Collaborate...
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Financial Planning Specialist
2 weeks ago
Melville, New York, United States Professional Physical Therapy Full timeFinancial Analyst RoleAt Professional Physical Therapy, we are seeking a highly skilled Financial Analyst to join our team. As a key member of our Finance department, you will play a critical role in providing financial insights and recommendations to drive business growth and improvement.Key ResponsibilitiesCollaborate with the Finance team to develop and...
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Financial Services Representative
7 days ago
Melville, New York, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer...
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Financial Planning Associate
2 weeks ago
Melville, New York, United States NYL - Melville Office Full timeFinancial Advisor Opportunity at NYL - Melville OfficeWe are seeking a motivated and detail-oriented Financial Advisor to join our team at NYL - Melville Office. As a key member of our financial services team, you will play a crucial role in helping clients achieve their financial goals through personalized planning and guidance.Key Responsibilities:Develop...
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Financial Planning Associate
2 weeks ago
Melville, New York, United States NFP Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at NFP and Wealthspire Advisors. As a key member of our wealth management team, you will play a critical role in supporting our advisors in delivering exceptional client experiences.Key ResponsibilitiesProvide exceptional support to our advisors...
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Financial Specialist
6 days ago
Melville, New York, United States Priority Concepts Inc. Full timeJob DescriptionWe are seeking a diligent Financial Specialist to contact clients and collect outstanding payments. This role requires a balance between maintaining trustful relationships and ensuring timely payments.As a Financial Specialist, you will be responsible for monitoring accounts to identify outstanding debts, investigating historical data for each...
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Consumer Loan Sales Specialist
4 weeks ago
Melville, New York, United States OneMain Financial Full timeJob SummaryAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in helping customers achieve their financial goals by delivering personalized financial solutions that meet their needs.Key ResponsibilitiesDevelop and maintain relationships...
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Financial Planning and Analysis Director
1 month ago
Melville, New York, United States LHH Full timeFinancial Planning and Analysis ManagerOur client, a reputable Long Island company, is seeking a skilled FP&A Manager to drive fiscal strategy and maintain bottom-line performance.Key Responsibilities:Lead the Finance team to meet expectations and deadlines.Monitor day-to-day financial operations and oversee credit functions.Support project analysis, plan...
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Consumer Loan Sales Specialist
3 weeks ago
Melville, New York, United States OneMain Financial Full timeJob Title: Consumer Loan Sales SpecialistAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch...
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Financial Planning and Analysis Manager
4 weeks ago
Melville, New York, United States LHH Full timeJob Title: FP&A ManagerWe are seeking a highly skilled FP&A Manager to join our team at LHH. As a key member of our finance team, you will be responsible for creating and driving overall fiscal strategy while maintaining bottom-line performance.Key Responsibilities:Manage the finance team to meet expectations and deadlines.Monitor day-to-day financial...
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Financial Planning and Analysis Manager
2 weeks ago
Melville, New York, United States LHH Full timeFP&A Manager Job DescriptionOur client, a growing Suffolk County Long Island company, is seeking an enthusiastic FP&A Manager to join their team.The ideal candidate will be a strong and proven leader, responsible for creating and driving overall fiscal strategy while maintaining bottom-line performance.Key Responsibilities:Manage the Finance team to meet...
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Melville, New York, United States AmTrust Financial Full timeJob Title: Claims Legal and Regulatory Compliance SpecialistAmTrust Financial Services is seeking a highly skilled Claims Legal and Regulatory Compliance Specialist to join our team. This role is responsible for leading the development and implementation of quality/compliance/legal assessments and/or managing compliance activities to ensure effective...
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Claims Compliance and Audit Specialist
7 days ago
Melville, New York, United States AmTrust Financial Full timeJob SummaryWe are seeking a highly skilled Compliance and Audit Specialist to join our team at AmTrust Financial Services. As a key member of our compliance team, you will be responsible for executing quality and compliance assessments and engaging in regulatory management activities.Key ResponsibilitiesPerform moderately complex scheduled assessments of key...
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Consumer Loan Sales Specialist
2 weeks ago
Melville, New York, United States OneMain Financial Full timeJob Summary: OneMain Financial is seeking a Consumer Loan Sales Specialist to join our team. As a Consumer Loan Sales Specialist, you will be responsible for delivering results related to individual and branch sales goals, as well as customer expectations. Key Responsibilities: Develop new relationships and maintain existing relationships with customers...
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Consumer Loan Sales Specialist
1 week ago
Melville, New York, United States OneMain Financial Full timeAt OneMain Financial, we're looking for a skilled Consumer Loan Sales Specialist to join our team. As a Consumer Loan Sales Specialist, you'll empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. You'll learn the lending and servicing business at OneMain, allowing you to grow your...
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Financial Services Specialist
2 weeks ago
Melville, New York, United States Northwell Health Full timeJob Title: Financial Services SpecialistNorthwell Health is seeking a highly skilled Financial Services Specialist to join our team. As a key member of our Service Recovery team, you will be responsible for delivering exceptional customer service and resolving complex billing escalations.Key Responsibilities:Develop and implement comprehensive strategies to...
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Consumer Loan Sales Specialist
2 weeks ago
Melville, New York, United States OneMain Financial Full timeEmpower Customers with Access to Affordable FinancingAt OneMain Financial, we're committed to providing our customers with friendly, fast, and affordable financing solutions for life's expenses. As a Consumer Loan Sales Specialist, you'll play a vital role in empowering our customers by listening to their needs and providing them with the right financial...