- Edward Jones (Port Jefferson, NY)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- Edward Jones (Babylon, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- TD Bank (Medford, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage… more
- Bank of America (Patchogue, NY)
- Financial Solutions Advisor Registration Candidate - Patchogue Financial Center Patchogue, New York **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Patchogue/ Financial -Solutions- Advisor -Registration-Candidate Patchogue- Financial -Center\_25046231-2) **Job Description:** At… more
- Stony Brook University (Stony Brook, NY)
- Senior Financial Aid Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or higher). In lieu of a ... **Brief Description of Duties:** We are seeking a dedicated and knowledgeable Senior Financial Aid Advisor to join our team. The Senior Advisor will play a… more
- Bank of America (Deer Park, NY)
- Financial Solutions Advisor - Central Long Island Market Great Neck, New York;Deer Park, New York; Manhasset, New York; Glen Cove, New York; Huntington Station, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Great-Neck/ Financial -Solutions- Advisor Central-Long-Island-Market\_25034967) **Job Description:** At Bank of… more
- Stony Brook University (Stony Brook, NY)
- Enrollment Success & Financial Wellness Senior Advisor **Required Qualifications (as evidenced by an attached resume):** Master's degree (foreign equivalent or ... We are seeking a dedicated and knowledgeable Enrollment Success & Financial Wellness Senior Advisor to join our team. The Enrollment Success & Financial… more
- JPMorgan Chase (Riverhead, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of...allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning… more
- JPMorgan Chase (Westhampton Beach, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- H&R Block (Patchogue, NY)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- M&T Bank (Hauppauge, NY)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...client base .Promote and sell the full array of financial services distributed by the Company to current and… more
- H&R Block (Patchogue, NY)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- St. George's University (Great River, NY)
- …national and regional financial aid associations, and serving as a trusted advisor to campus leadership on trends, policies, and best practices. This is an ... yield, and student success. + Serve as a senior advisor to University leadership on financial aid trends, emerging regulations, and best practices in student… more
- World Insurance Associates, LLC. (Farmingville, NY)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of...& HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and… more
- CVS Health (Deer Park, NY)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- Wolters Kluwer (Babylon, NY)
- …Federal and state tax laws. This position reports to the Content Manager for the Axcess Advisor team, TAA R&L. **Key Tasks: ** + Track changes to tax law and monitor ... editorial) on the development and maintenance of CCH Axcess IQ/ Advisor is also required. The candidate must also have...by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers… more
- Zebra Technologies (Holtsville, NY)
- …including customers, partners, and industry influencers. + Serve as a trusted advisor , providing thought leadership on how to navigate industry disruptions and ... partners, and industry influencers. + Serve as a trusted advisor to clients, providing thought leadership on how to...of complex products and systems + Deep understanding of financial concepts including P&L, balances sheets, and ROI models… more
- SUNY Suffolk County Community College (Selden, NY)
- …a talented team. Reporting to the Vice President for Business and Financial Services. Position Summary The Director of Procurement provides strategic and operational ... + Support efforts related to supplier diversity and inclusive procurement practices. Financial Management + Collaborate with Finance and Budget teams to align… more
- St. George's University (Great River, NY)
- …plays a key role as an institutional leader, serving as a trusted advisor to academic leadership, faculty, and administrative partners. The role requires balancing ... & Stakeholder Engagement + Partner with Enrollment Services units (Admissions, Financial Aid, Clinical Education Operations, Institutional Student Financial … more