Senior Financial Planning Specialist

Job OverviewWe are seeking a skilled and ambitious Financial Advisor to join our team at Forest Hills Financial Group. As a Financial Advisor, you will have the opportunity to work with individuals and businesses in your community, providing access to financial products and services that will protect their assets, help them understand their financial life,...

For this Senior Financial Specialist role, we are seeking an experienced professional with a minimum of 5 years of relevant position in public accounting or other professional services environment. The ideal candidate will hold a Bachelor's degree or other recognized business credential, preferably in Accounting (for Audit or Tax). Additionally, they must be...

About the RoleProfessional Physical Therapy is seeking an experienced Financial Planning and Analysis Specialist to join our dynamic team. In this critical role, you will analyze and interpret financial data to inform strategic decisions and drive business growth.Responsibilities include:Developing and maintaining financial models to forecast revenue and...

About the RoleNew York Life - Melville is seeking an entry-level financial advisor to join our team. As a key member of our organization, you will be responsible for providing sound financial advice to clients and helping them achieve their monetary goals.Responsibilities:Create customized financial plans for each client based on their life stage,...

Key ResponsibilitiesAs a Consumer Loan Sales Specialist, you'll be responsible for:Developing new relationships and maintaining existing ones with customers throughout the loan process and loan life cyclePresenting financial solutions based on customer needs that meet their goalsEducating customers on the terms and conditions of their loan to ensure a clear...

We're Looking for a Top Performer: Are you driven by a passion for financial planning and a desire to deliver exceptional results? Do you thrive in a fast-paced environment where no two days are the same? If so, we'd love to hear from you! As an Entry-Level Wealth Advisor, you'll have the opportunity to make a meaningful impact on our clients' lives while...

The RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a critical role in helping customers achieve their financial goals. Your primary responsibilities will include:Developing new relationships with customers and maintaining existing ones throughout the loan process and life cycle.Presenting financial solutions that meet customer...

About This OpportunityWe are seeking an experienced Senior Risk Management Specialist to join our Surety Division in the US. As a key member of our team, you will be responsible for achieving profitable underwriting results while providing exceptional service to our clients.Job SummaryThe ideal candidate will have a strong background in underwriting, with a...

Job Title: Senior Living Activities SpecialistWe are seeking a creative and enthusiastic Senior Living Activities Specialist to join our team at Brandywine Senior Living at Huntington Terrace. As a key member of our community, you will be responsible for planning and implementing engaging activities and programs that promote an active and vibrant lifestyle...

Compensation and BenefitsAs an Entry-Level Wealth Advisor, you will be rewarded with a competitive salary of $116,000 annually, complemented by comprehensive benefits that prioritize your well-being and financial security.Key ResponsibilitiesProvide personalized financial guidance and education to clients, helping them create custom retirement plans and...

Company Overview: As a growing RIA with over 50 employees, managing over $7 billion dollars for over 1,300 clients and institutions, Procyon Partners offers corporate benefits consulting services, expanding footprint in tax, insurance, and trust services.Job Description: We are seeking a highly skilled relationship manager to join our team. Key...

Company OverviewRandstad is a renowned global leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company.Salary InformationAbove market rate of $39.00 per hourCompetitive benefits package, including...

About Our TeamOneMain Financial is a leading provider of consumer loans and financial services. Our team is dedicated to delivering exceptional customer experiences and helping individuals achieve their financial goals. As a Consumer Loan Sales Specialist, you will be part of a dynamic team that is passionate about making a difference in people's lives.In...

About the RoleThe Finance department plays a crucial role in ensuring the accuracy and reliability of our financial statements. As a key member of this team, you will be responsible for overseeing the management of our balance sheet, analyzing financial trends, and identifying areas for improvement.This position requires strong leadership skills, as you will...

RequirementsTo be successful in this role, you should have:• A Bachelor's degree in a related field (e.g. finance, accounting, business)• Some experience in a sales or financial services-related position• Excellent people skills and communication skills• Proficiency in the use of Microsoft Office and other financial systems• Ability to analyze...

Senior Risk Analyst Position - Insurance PricingAmTrust Financial is seeking a seasoned Actuarial Analyst to join our team and take on a leadership role in the development of insurance pricing models. The ideal candidate will have a strong background in actuarial science, excellent leadership skills, and the ability to communicate complex ideas...

In this role, you will play a critical part in supporting the financial goals of Northwell Health by providing high-quality accounting services. As a Senior Accountant, you will analyze and interpret financial data, develop and maintain accurate and detailed financial records, and collaborate with senior management to identify areas for process...

Job Overview:The Commercial Liability Claims Specialist is a critical role within our organization, responsible for ensuring the quality and accuracy of claims handling for Commercial Liability lines of coverage. This position requires a strong understanding of claims processes and procedures, as well as excellent analytical and problem-solving skills. Key...

Company OverviewAt Equitable Advisors, we believe in the importance of building meaningful relationships and helping individuals make informed financial decisions. Our team is committed to providing exceptional service and guidance to our clients, enabling them to achieve their long-term goals.

We are seeking a highly motivated and organized Insurance and Financial Planning Associate to join our team at Hochheiser, Deutsch and Company, Inc.The ideal candidate will have a strong background in marketing and life insurance, with experience in creating engaging content, developing and executing marketing campaigns, and managing annual client events....