Assurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness 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.
Business Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Stamford, CT$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
NewTax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridUniondale, NY$225,000–$450,000 / yearFull timeThe 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.
Financial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYNew 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.
Sales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin 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.
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.
Financial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYDetermine 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.
Manager / Director Transaction Services (M&A) Kforce Inc.Manager / Director Transaction Services (M&A)Babylon, NY$75,000–$120,000Kforce's client, a well-respected Long Island, NY based CPA firm, is seeking a Manager/Director Transaction Services (M&A) to join their expanding practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. 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.
Tax Managing Director, Core Tax Services bdo consultingTax Managing Director, Core Tax ServicesMelville, NY$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Transaction Advisory Managing Director - Financial Due Diligence (FDD) bdo consultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)Stamford, CT$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Managing Director, Transaction Advisory Services (M&A Tax) bdo consultingManaging Director, Transaction Advisory Services (M&A Tax)Melville, NY$250,000–$350,000 / yearThe responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.
Trust & Estates Associate JobotTrust & Estates AssociateGreenwich, CT$150,000–$200,000 / yearInformation 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.
NewNYFS Manager/Senior Manager, Real Estate Tax Services KPMGNYFS Manager/Senior Manager, Real Estate Tax ServicesStamford, CTBachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Qualifications: Minimum five years of experience as a tax manager with a public accounting firm; corporate tax experience in the financial services industry specifically funds/private equity and real estate.
NewSenior Manager, NYFS Insurance Business Tax Services KPMGSenior Manager, NYFS Insurance Business Tax ServicesStamford, CTLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateMassapequa Park, New York$20.75–$24.37 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)East Meadow, NY$20The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewBilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish)East Islip, NYThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewBranch Office Administrator Edward JonesBranch Office AdministratorWestbury, NYEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
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. 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.
NewNetezza Migration Engineer - Azure (Remote) Kforce Inc.Netezza Migration Engineer - Azure (Remote)Armonk, NYRemote$80–$90This role will assess existing environments, migrate large-scale datasets, convert SQL and database objects, validate data, and optimize performance in the Azure data platform. Responsibilities: Assess existing Netezza environments, including schemas, tables, views, stored procedures, functions, data volumes, workloads, dependencies, and performance characteristics.
Tax Managing Director, Alternative Investments bdo consultingTax Managing Director, Alternative InvestmentsStamford, CT$190,000–$335,000 / yearThe 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. This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Director Site Reliability Engineering Webster BankDirector Site Reliability EngineeringStamford, CT$135,000–$155,000 / yearModerate to advanced proficiency of cloud development, AWS services (ECS, EKS, S3, RDS, VPC), identity management (Okta), authorization frameworks (OAuth2), monitoring (Dynatrace), Agile DevOps (GitLab, Terraform), application security (Owasp, Veracode, AppScan), and API/Integrations (Apigee, MuleSoft, BizTalk). Familiarity with unit testing concepts and test automation frameworks (SpecFlow, SOAPUI), RESTful APIs and micro-services, WCF services, TSQL, SQL queries and stored procedures.
NewCase Manager - Cost Estimates Memorial Sloan Kettering Cancer CenterCase Manager - Cost EstimatesPort Washington, NY$125,400–$200,700 / yearSee Memorial Sloan Kettering Cancer Center Terms & Conditions at https://www.mskcc.org/legal-disclaimer and Privacy Policy at https://www.mskcc.org/privacy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The Case Manager, Cost Estimates plays a unique role bridging clinical care and healthcare finance, translating treatment plans into accurate cost projections while driving transparency, collaboration, and process improvement across multidisciplinary teams.
NewFinance Manager - Banking Page Group USAFinance Manager - BankingGreenwich, CT$140,000–$165,000 / yearFull timeCombining the financial strength and governance of a traditional banking platform with the agility of a growth-focused organization, the company continues to expand its capabilities while maintaining a strong focus on risk management, regulatory compliance and operational excellence. Reporting to the Financial Controller, the successful candidate will play a key role in ensuring the accuracy and integrity of the bank's financial reporting, maintaining a robust control framework, and supporting statutory and audit requirements.
NewEntry-Level Fast Track Sales Manager NYL - MelvilleEntry-Level Fast Track Sales ManagerHuntington, NY$120,000–$140,000 / yearPresent potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds. Responsibilities: Gain hands-on experience from a team of financial professionals helping clients develop a long-term strategy to achieve their financial goals.
Entry-Level Insurance Sales Agent New York Life - Nassau County General OfficeEntry-Level Insurance Sales AgentUniondale, 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 . 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.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateCT$77,000–$214,000 / yearA 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. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate Morgan StanleyUltra High Net Worth Executive Financial Services Rule 10b5-1 Strategy AssociatePurchase, NY$80,000–$100,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Position Summary and Responsibilities: As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible for the white glove adoption and trade management of 10b5-1 trading plans and enhance strategy and analysis for the UHNW Desk and broader EFS Department.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateNY$77,000–$214,000 / yearOur 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. 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 .
Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions Senior AssociateNY$77,000–$214,000 / yearOur 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. 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 .
Financial Services Team Associate Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services Team AssociateGreenvale, NY$100,000–$200,000 / yearBlue 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.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesNY$80,000–$115,000 / yearOur 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.
Lead Data Scientist, Financial Services Consulting TransUnionLead Data Scientist, Financial Services ConsultingWhite Plains, New YorkYou will lead analytic client engagements involving descriptive, predictive, and prescriptive analysis through the consumer lending portfolio lifecycle, leveraging a variety of techniques (e.g., segmentation, logistic regression, survival analysis, principal component analysis, Monte Carlo simulation, scenario and sensitivity analysis). At TransUnion, this team reports to a Director of Data Science & Analytics, playing an integral role by working end-to-end with financial services clients, fostering consultative relationships that enable them to deliver impactful solutions.
Financial Services Representative -Lake Grove, NY FidelityFinancial Services Representative -Lake Grove, NYLake Grove, New YorkRemoteDuring 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewFinancial Services Representative -Plainview, NY FidelityFinancial Services Representative -Plainview, NYPlainview, New YorkRemoteDuring 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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerStamford, CT$99,000–$266,000 / yearAs 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. 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.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCT$99,000–$266,000 / yearA 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.
Assurance Director - Asset Management & Financial Services BDO USA PCAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearJob 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.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerStamford, CT$124,000–$335,000 / yearOur 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. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Tax Partner, Financial Services AnchinTax Partner, Financial ServicesUniondale, New YorkThe 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.
Tax Director, Financial Services AnchinTax Director, Financial ServicesUniondale, New YorkThe 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. 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.
Associate Financial Services Representative Hybrid- FlexStaff Northwell Health IncAssociate Financial Services Representative Hybrid- FlexStaffMelville, NYCreate 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).
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral 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.
Insurance and Financial Services Position - State Farm Agent Team Member Ana Perez-Vukovic - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Memberhempstead, NYEnthusiastic 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.
NewFinancial services professional Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial services professionalEast Hills, NY$90,000–$130,000 / yearAt 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.
Insurance and Financial Services Position - State Farm Agent Team Member Jacquelyn Jacobson - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCommack, NYSuccessful 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.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral 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.
NewFinancial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services RepresentativeEast Hills, NY$90,000–$130,000 / yearProvide 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.