Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
NewFinancial Counselor / Certified Application Counselor Connecticut Institute for Communities, Inc.Financial Counselor / Certified Application CounselorDanbury, CT$18–$22 / hourThe Financial Counselor / Healthcare Eligibility Specialist assists patients in obtaining healthcare coverage and financial assistance by assessing eligibility for programs such as Access Health CT, HUSKY Health (Medicaid), and CIFC Health's Sliding Fee Discount Program. In this rewarding role, you will help patients obtain healthcare coverage and financial assistance by determining eligibility for insurance and assistance programs, guiding them through the enrollment process, and empowering them to make informed decisions about their healthcare.
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.
NewTeam Lead: Billing, Financial & Insurance Assistance & Revenue Cycle Oversight Connecticut Institute for Communities, Inc.Team Lead: Billing, Financial & Insurance Assistance & Revenue Cycle OversightDanbury, CT$65,000–$80,000 / yearThis role ensures patients have timely access to insurance enrollment and financial assistance services while maintaining strong internal controls, accurate patient billing processes, vendor accountability, and compliance with healthcare billing and payer requirements. Serves as the organization’s internal lead for oversight of both outsourced billing vendor and internal patient billing activities, including self-pay and sliding fee accounts.
NewVP, Financial Consultant - Fairfield, CT Charles SchwabVP, Financial Consultant - Fairfield, CTStamford, CTAs a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. \n To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)New Haven, 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)Woodbury, 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.
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.
NewElder Care & Estate Planning Attorney Gables Search GroupElder Care & Estate Planning AttorneyMelville, NY$135,000–$150,000 / yearThe ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives.
NewAdministrative Assistant to Certified Financial Professional Gregory A MosickAdministrative Assistant to Certified Financial ProfessionalMelville, NYJob Description The candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as needed. The necessary paperwork includes preparing forms, obtaining appropriate signatures, prepare and send documents and tracking new business.
NewEstate Planning & Probate Paralegal Whitehead & Munson Conservator AssoEstate Planning & Probate ParalegalPlantsville, CTThis position requires strong knowledge of estate administration and probate procedures, exceptional attention to detail, excellent organizational skills, and the ability to work independently while collaborating closely with attorneys, clients, fiduciaries, financial institutions, and other professionals. The ideal candidate will have a minimum of five years of hands-on experience working with decedent estates, trusts, wills, and probate matters and will be comfortable managing multiple matters from inception through completion.
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.
NewFinancial Controller Matrix Executive Search, LLCFinancial ControllerSmithtown, NYJob Description The Controller is responsible for overseeing the accounting operations and ensuring accurate financial reporting, strong internal controls, and efficient financial processes for a mid-size lighting and electrical distribution company serving contractors, EPC firms, and capital projects across regional and national markets. This role manages the day-to-day accounting function including general ledger, accounts payable, accounts receivable, and financial reporting while ensuring financial integrity across distribution operations, stored material programs, and project-based deliveries.
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.
NewDirector of Finance The Kennedy Collective IncDirector of FinanceTrumbull, CTRemote$100,000–$140,000 / yearThe Director of Finance ensures compliance with Generally Accepted Accounting Principles (GAAP), applicable federal and state regulations, Centers for Medicare & Medicaid Services (CMS) requirements, Connecticut Department of Developmental Services (DDS) requirements, Medicaid requirements, grant and contract obligations, and organizational policies while promoting sound fiscal stewardship, operational efficiency, data-informed decision-making, and continuous improvement in support of The Kennedy Collective's mission and long-term financial sustainability. Operational & Fiscal Management: Oversees daily finance operations, including accounting, accounts payable, accounts receivable, payroll coordination, treasury functions, budgeting, audits, and financial systems while promoting operational efficiency, fiscal stewardship, and continuous process improvement.
NewAssociate Revenue & Pricing Analyst ECLAROAssociate Revenue & Pricing AnalystWhite Plains, NYPosition Overview: This role will assist in the preparation of transmission asset revenue requirements / cost-of service studies, assist in the development of rate and cost recovery mechanisms, and energy market evaluation and analysis. Support in development of four-year Operating Forecast (OF) and monthly updates by collecting and analyzing the data, updating the financial model, analyzing the results, and preparing the reports and variance analyses.
Family Medicine Physician - Sign on Bonus available One MedicalFamily Medicine Physician - Sign on Bonus availableNEW CANAAN, CT$273,500–$327,000 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Primary Care Physician One MedicalPrimary Care PhysicianNEW CANAAN, CT$273,500–$290,700 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Per Diem Primary Care Physician (Casual Employee) One MedicalPer Diem Primary Care Physician (Casual Employee)FAIRFIELD, CTOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Seeing patients with a broad array of patient needs; conducting a mix of acute, chronic, and well visits (not a panel-building role).
Per Diem Family Medicine Physician (Casual Employee) One MedicalPer Diem Family Medicine Physician (Casual Employee)FAIRFIELD, CTOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Seeing patients with a broad array of patient needs; conducting a mix of acute, chronic, and well visits (not a panel-building role).