NewFinancial Representative Or Financial Advisor**Local Candidates Only Certified Financial ServicesFinancial Representative Or Financial Advisor**Local Candidates OnlyParamus, NJ$90,000–$100,000 / yearThe Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will 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, and build wealth for the future.
NewFinancial Advisor Northwestern MutualFinancial AdvisorNew York, NYBenefits: Comprehensive benefits including health, dental, and vision insurance; employee assistance program, employee discount, financial planning services, flexible schedule, flexible spending account, Life insurance, parental leave, professional development assistance, and retirement plan. Our financial representatives provide long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Entry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
NewTax Advisor (Customer Facing) IntuitTax Advisor (Customer Facing)Hauppauge, NY$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewCredentialed Tax Advisor IntuitCredentialed Tax AdvisorTarrytown, NY$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewTax CPA - Private Client & Financial Planning AlphaHireTax CPA - Private Client & Financial PlanningParamus, NJThis opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services. Job Description We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team.
NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)Westport, CT$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial Expert (Tax) IntuitFinancial Expert (Tax)Syosset, NY$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewTransaction Advisor - Renewable Energy Tax Credits HCP TalentTransaction Advisor - Renewable Energy Tax CreditsNew York, NY$90,000–$125,000 / yearYou will originate new business, build relationships with buyers and developers, and drive transactions from sourcing through close — with exposure to adjacent markets including RECs and RNG. 2–6 years in a client-facing role — accounting, structured finance, consulting, or capital markets (Big 4 or sell-side preferred).
NewMortgage Advisor - Long Island (Commission-Based) Ark Mortgage IncMortgage Advisor - Long Island (Commission-Based)Hauppauge, NYArk Mortgage Inc. also provides reasonable accommodations, including to qualified individuals with known disabilities, who are pregnant or who suffer from a medical condition due to pregnancy or childbirth, upon request or when made aware of such a need, subject to applicable law. Generate new business through proactive outreach, networking, and building relationships with referral partners such as real estate agents and attorneys.
NewAdministrative Assistant-Financial Industry New York Financial Partners IncAdministrative Assistant-Financial IndustryJericho, NYYour responsibilities will include answering phone calls, scheduling appointments, planning meetings, filing, processing paperwork, placing various office orders etc. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.
NewFinancial Consultant Partner - Manhasset, NY Charles SchwabFinancial Consultant Partner - Manhasset, NYManhasset, NYYou’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool.
Paralegal Reed Smith USParalegalNew York, New York$54.35–$66.67Full timeUnder general supervision and in alignment with established policies and procedures, the Trusts & Estates Paralegal provides legal and general support to the firm's attorneys and clients. Ability to sit or stand for extended periods and perform tasks requiring prolonged use of hands, fingers, and wrists, including extensive computer use.
NewEntry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewNY Partner/Senior Associate: Financial services litigation/securities/FINRA KeyStaffNY Partner/Senior Associate: Financial services litigation/securities/FINRANew York, NY$200,000–$250,000 / yearCompensation: • Partner-level compensation ranging from $200,000–$250,000+, depending on experience. and portable business. Our client is seeking a Senior Attorney or Partner to join their New York office with a focus.
Fast Track Insurance Partner New York Life - Nassau County General OfficeFast Track Insurance PartnerUniondale, NYNew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Responsibilities: Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds.
NewRestructuring Associate Attorney Direct CounselRestructuring Associate AttorneyNew York, NY$235,000–$310,000 / yearThis opportunity is ideal for an attorney with 2–4 years of restructuring and insolvency experience who is looking to work on sophisticated Chapter 11 proceedings, out-of-court restructurings, and cross-border matters alongside a highly regarded restructuring team. The ideal candidate will have experience representing debtors, creditors, committees, and other stakeholders in complex restructuring matters and will be eager to take on meaningful responsibility from day one.
NewTrusts & Estates Planning Associate Attorney Abrams FenstermanTrusts & Estates Planning Associate AttorneyNew Hyde Park, NY$125,000–$145,000 / yearThe candidate will be responsible for advising individuals and families on estate planning strategies, drafting sophisticated estate planning documents, and assisting clients with wealth preservation and succession planning objectives. Experience advising clients regarding estate and gift tax planning, asset protection strategies, business succession planning, and charitable giving techniques is highly desirable.
NewAssociate Attorney - Trusts & Estates Planning Judit IncAssociate Attorney - Trusts & Estates PlanningCopiague, NYThe candidate will be responsible for advising individuals and families on estate planning strategies, drafting sophisticated estate planning documents, and assisting clients with wealth preservation and succession planning objectives. Experience advising clients regarding estate and gift tax planning, asset protection strategies, business succession planning, and charitable giving techniques is highly desirable.