Current jobs related to Financial Services Professional - Hudson New York - UHY LLP

  • Financial Services Professional

    2 weeks ago

    New York, New York, United States Ameriprise Financial Services, LLC Full time

    Financial Advisor Career OpportunityWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As a key member of our financial services team, you will be responsible for building relationships with clients, developing comprehensive financial plans, and implementing portfolio...

  • Financial Services Professional

    3 weeks ago

    New York, New York, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialWe are seeking experienced financial professionals to join our team at Prudential Financial. As a leading provider of financial services, we offer a unique opportunity for advisors to grow their business and deliver exceptional client experiences.Our open architecture platform provides access to a wide range of...

  • Financial Services Professional

    3 weeks ago

    New York, New York, United States Prudential Financial Full time

    Join Prudential Financial as a Financial Services ProfessionalWe are seeking driven, motivated self-starters to join our team in the Buffalo-Niagara area. As a Financial Services Professional, you will have the opportunity to grow your business and be a resource to your clients. Prudential will provide you with the tools, products, and platform to deliver an...

  • Financial Services Professional

    2 weeks ago

    New York, New York, United States Fifth Avenue Financial Full time

    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...

  • Financial Services Professional

    2 months ago

    New York, New York, United States Insight Financial Planning Full time

    Job SummaryInsight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key...

  • Financial Professional

    1 month ago

    New York, New York, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore a career as a Financial Professional with Prudential Financial.About the RoleAs a Financial...

  • Financial Services Professional

    2 weeks ago

    New York, New York, United States Experior Financial Group Full time

    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 Services Professional

    2 weeks ago

    New York, New York, United States Forest Hills Financial Group Full time

    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 Services Professional

    2 weeks ago

    New York, New York, United States LPL Financial Holdings, Inc. Full time

    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...

  • Financial Services Professional

    2 weeks ago

    New Castle, Delaware, United States Voya Financial Full time

    Financial Services Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Services Professional to join our team. As a key member of our team, you will work with participants of an employer-sponsored retirement plan to provide expert guidance on investment strategies and plan management.The ideal candidate will possess a strong...

  • Financial Services Professional

    3 weeks ago

    New Castle, Delaware, United States Voya Financial Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to work with participants of an employer-sponsored retirement plan in Delaware.Key Responsibilities:Enroll participants in 403(b) and 457(b) plansDevelop and implement retirement and investment strategiesProvide individual and group participant...

  • Financial Services Representative

    1 month ago

    New York, New York, United States Phaxis - Financial Services Full time

    Job OverviewWe are seeking a highly motivated and experienced professional to join our team at Phaxis - Financial Services as a Registered Representative.The ideal candidate will have a strong background in sales and event management, with a proven track record of developing and conducting successful sales functions and events.Key Responsibilities:Develop...

  • Financial Services Professional

    3 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    National Financial Network is seeking a skilled Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our team, you will collaborate with individuals and local businesses to offer financial services and products. Your focus will be on safeguarding assets, promoting financial literacy, and fostering wealth accumulation. You will...

  • Financial Services Advisor

    1 month ago

    New York, New York, United States Ameriprise Financial Services, LLC Full time

    Associate Financial AdvisorWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As an Associate Financial Advisor, you will play a critical role in building relationships with clients and providing personalized financial advice and recommendations.Key...

  • Financial Services Professional

    2 months ago

    New Rochelle, New York, United States CNO Financial Group Full time

    About the RoleCNO Financial Group is seeking a highly motivated and results-driven Financial Services Professional to join our team. As a Financial Advisor, you will have the opportunity to positively impact the lives of your clients by helping them develop and implement comprehensive financial plans that align with their goals.Key Responsibilities:Develop...

  • Financial Services Professional

    2 weeks ago

    New Orleans, Louisiana, United States Voya Financial Advisors Full time

    Job OverviewVoya Financial Advisors, a leading independent broker-dealer, is seeking a Financial Professional to work with plan sponsors in the greater NOLA area.This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key qualifications include:Registered Representative with...

  • Financial Services Specialist

    3 weeks ago

    New York, New York, United States Prudential Financial Full time

    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...

  • Financial Services Representative

    1 month ago

    New York, New York, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Financial, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of the financial services industry.Key Responsibilities:Develop and maintain relationships with clients to understand...

  • Financial Services Associate

    2 weeks ago

    New York, New York, United States Stifel Financial Full time

    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...

  • Financial Services Associate

    3 weeks ago

    New York, New York, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our client service team, you will be responsible for providing exceptional customer service and support to our clients, while also assisting our financial advisors with various administrative tasks.Key...

Financial Services Professional

2 months ago

Hudson New York, United States UHY LLP Full time
Job Summary

We are seeking a highly skilled and motivated Client Service Associate/Bookkeeper to join our team at UHY LLP. As a key member of our financial services team, you will be responsible for providing exceptional client service and delivering high-quality bookkeeping services to our clients.

Key Responsibilities
  • Perform bookkeeping services for clients, including reconciliations, cash receipts and disbursements, and financial statement preparation.
  • Review and complete month-end work, including reconciliations, journal entries, and financial statement preparation.
  • Prepare and review quarterly and annual payroll tax returns, W-2s, and 1099s.
  • Calculate and review monthly sales tax liability.
  • Develop proficiency in the use of all technology necessary for performance execution.
  • Maintain designated chargeable hours for the year.
  • Ensure quality control procedures are being executed under the direction of the engagement supervisor.
  • Maintain positive client relationships.
  • Respond timely and accurately to internal team and client requests.
  • Demonstrate a willingness to understand how to work within budgetary parameters.
  • Appropriately communicate difficult situations encountered on engagements to the supervisor.
  • Perform thorough self-review of all work prior to submission to the supervisor.
  • Proactively demonstrate a willingness to learn and attain greater knowledge on a continual basis.
Requirements
  • Prior bookkeeping experience in public accounting, corporate, or private business.
  • Thorough understanding of bookkeeping principles and practices.
  • Proficient knowledge of QuickBooks, Excel, and Word.
  • Some formal accounting training, or current relevant accounting experience.
What We Offer
  • Great Culture: A team-like culture of a small office with the benefits of a large firm.
  • Competitive Compensation: Based on the role, credentials, and experience.
  • Comprehensive Benefits: We offer group health insurance, dental, vision, 401K, and PTO.