918 Results for

Financial Services Jobs in Centereach, NY

Jobs

Jericho, NY18 days ago

$25–$25 Per Hour
Contractor

We are seeking a skilled Desktop Support Technician for a financial customer to provide hands-on support and ensure smooth technical operations. For consideration, please forward a copy of your resume in either Word or PDF format to Erika Rupinski at erupinski@peaksystemsinc.com.

New!

Uniondale, NY5 days ago

$225,000–$500,000 Per Year
Full-time
Employee

p tabindex="0">The Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.

Uniondale, NY13 days ago

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

Uniondale, NY13 days ago

Join us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.

New!

Melville, NY5 days ago

$60,000–$100,000 Per Year

li>Identify, 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.

New!

Uniondale, NYToday

li>Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives.

Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

Greenwich, CT8 days ago

$150,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.

Melville, NY11 days ago

Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.

Hicksville, New York7 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

Uniondale, NY14 days ago

New 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. 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.

Huntington, NY13 days ago

$120,000–$140,000 Per Year

New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Responsibilities:Gain hands-on experience from a team of financial professionals helping clients develop a long-term strategy to achieve their financial goals.

Uniondale, NY14 days ago

Identify, 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.

New!

North Massapequa, NYToday

$25.32–$36.57 Per Hour

Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Banfield Pet Hospital is hiring full-time and part-time LVTs for the following hospital locations: Farmingdale Seven Daughters Hospital: 1280 Broadhollow Rd, Farmingdale, NY 11735 Commack Hospital: 62 Veterans Memorial Hwy, Commack, NY 11725 The pay range for this role is $25.32 - $36.57 /hour.

New!

East Norwalk, CTToday

$25.32–$36.57 Per Hour

Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Banfield Pet Hospital is hiring full-time and part-time CVTs for the following hospital locations: Norwalk Hospital: 500 Connecticut Ave, Ste 3, Norwalk, CT 06851 Stamford Hospital: 2000 W Main St, Stamford, CT 06902 The pay range for this role is $25.32 - $36.57 /hour.

Stamford, CT8 days ago

As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts.

CT30+ days ago

$77,000–$214,000 Per Year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Stamford, CT30+ days ago

$55,000–$70,000

p>This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services. This entry-level position focuses on helping individuals and families better understand their financial options through guided conversations and structured support.

NY30+ days ago

$77,000–$214,000 Per Year

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

NY30+ days ago

$77,000–$214,000 Per Year

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

Greenvale, NY8 days ago

$100,000–$200,000 Per Year

Blue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press—reflecting our commitment to culture, professional growth, and client excellence.

We are seeking a motivated Financial Services Team Associate to support the development and servicing of long-term client relationships while delivering personalized, goals-based financial guidance.

CT30+ days ago

$186,500–$311,000 Per Year

Demonstrable relationship building experience, which increased account penetration and led to increased revenue opportunities with new and existing clients-as well as ability to leverage pre-existing network of clients or contacts in the marketplace. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

NY30+ days ago

$80,000–$115,000 Per Year

p>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.

Stamford, CT18 days ago

$180,000–$265,000 Per Year

p>Job Duties:

Business Acumen:

Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by:
Ability to understand core business operations/structure of various businesses.
Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.

Melville, NY30+ days ago

3. Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

Melville, NY30+ days ago

Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

Melville, NY30+ days ago

li>Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

New!

Lake Grove, New York6 days ago

Remote

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Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.

Commack, NY30+ days ago

Successful State Farm Agency seeking a licensed, highly motivated, and skilled Insurance and Financial Services Sales Agent to join our team! As an Insurance and Financial Services Sales Agent Team Member, you will also be responsible for pivoting to existing clients after determining their needs through high-level conversation.

Stamford, CT30+ days ago

$99,000–$266,000 Per Year

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables.

NY30+ days ago

$99,000–$266,000 Per Year

p>A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.

Greenwich, CT30+ days ago

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Please review the following job description:

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.

Melville, NY30+ days ago

$124,000–$335,000 Per Year

Uniondale, New York30+ days ago

p>The Tax Partner in the Financial Services group here at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries.

Uniondale, New York30+ days ago

p>The Tax Director in the Financial Services group here at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.

Greenwich, Connecticut30+ days ago

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General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

Melville, NY30+ days ago

li>

Verifies insurance coverage for elective surgeries, high dollar services, and patients with on-going courses of treatment; notifies patient and arranges for alternative payment methods when insurance coverage does not cover services/courses of treatment. When determining a team member s base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

Melville, NY30+ days ago

li>Verifies insurance coverage for elective surgeries, high dollar services, and patients with on-going courses of treatment; notifies patient and arranges for alternative payment methods when insurance coverage does not cover services/courses of treatment. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

hempstead, NY30+ days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

New!

Woodbury, NY4 days ago

$80,000–$250,000 Per Year

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CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support.

New!

East Hills, NY4 days ago

$90,000–$130,000 Per Year

At Blue Ocean Wealth Solutions, LLC, we’re building a powerhouse team of motivated professionals through hands-on leadership, entrepreneurial guidance, and a proven mentorship model designed to launch rewarding, long-term careers. As a proud partner of MassMutual, we combine the personalized support of a local firm with the strength, stability, and reputation of one of the most respected names in the financial services industry.

Greenwich, CT30+ days ago

$70,000–$75,000

p>The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

CT18 days ago

$100,000–$170,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

New!

East Hills, NY4 days ago

$90,000–$130,000 Per Year

li>Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions.

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning.

Stamford, CT30+ days ago

$124,000–$335,000 Per Year

Ronkonkoma, NY30+ days ago

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

Glen Cove, NY30+ days ago

Establish and nurture relationships with small business owners, such as Real Estate Agents, Mortgage Lenders, Auto Dealers, and more. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Orange, CT30+ days ago

As Insurance and Financial Services Position - State Farm Team Member for Kevin Piscitelli - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.

Selden, NY30+ days ago

NY30+ days ago

$85,000–$150,000 Per Year

Commack, NY30+ days ago

As Insurance and Financial Services Position - State Farm Team Member for Jacquelyn Jacobson - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

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Financial Services Jobs in Centereach, NY

Desktop Support Technician, Financial Services Onsite The Peak Organization

Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firm

Financial Services Professional NYL - Nassau GO

Sales Manager Financial Services NYL - Nassau GO

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Financial Advisor New York Life - Uniondale

Trust & Estates Associate Jobot

Financial Advisor Trainee New York Life - Melville, NY

Retail Customer Service Associate FedEx

Fast Track Insurance Partner New York Life - Nassau County General Office

Entry-Level Fast Track Sales Manager NYL - Melville

Entry-Level Insurance Sales Agent New York Life - Nassau County General Office

Licensed Veterinary Technician Banfield Pet Hospitals

Credentialed Veterinary Technician Banfield Pet Hospitals

Patient Financial Services Associate ONS MSO LLC

State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLP

Financial Services Associate Davis Family Financial LLC

Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLP

Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate PricewaterhouseCoopers LLP

Financial Services Team Associate Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Senior Manager Client Relationship Executive (CRE) - Financial Services Deloitte Touche Tohmatsu Ltd

Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)

Assurance Director - Asset Management & Financial Services BDO USA PC

Associate Financial Services Representative (hybrid) Northwell Health Inc

Associate Financial Services Representative-FlexStaff (TEMP) Northwell Health Inc

Associate Financial Services Representative Hybrid- FlexStaff Northwell Health Inc

Financial Services Representative -Lake Grove, NY Fidelity

Insurance and Financial Services Position - State Farm Agent Team Member Jacquelyn Jacobson - State Farm Agent

Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLP

State and Local Tax Financial Services Manager PricewaterhouseCoopers LLP

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial Corp

Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLP

Tax Partner, Financial Services Anchin

Tax Director, Financial Services Anchin

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Bank

Senior Financial Services Representative (hybrid) Northwell Health Inc

Senior Financial Services Representative Northwell Health Inc

Insurance and Financial Services Position - State Farm Agent Team Member Ana Perez-Vukovic - State Farm Agent

Financial Services Representative Center for Wealth Preservation

Financial services professional Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Financial Services Specialist All Financial Freedom

Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) BDO USA PC

Financial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLP

Financial Services Representative - State Farm Agent Team Member Effie Knuth - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Lucas Zelehowsky - State Farm Agent

Insurance and Financial Services Position - State Farm Team Member Kevin Piscitelli - State Farm Agent

Financial Services Representative - State Farm Agent Team Member John Fischer - State Farm Agent

Assurance Manager - Financial Services TAG EisnerAmper, LLC (Inactive)

Insurance and Financial Services Position - State Farm Team Member Jacquelyn Jacobson - State Farm Agent

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