1,239 Results for

Financial Services Jobs in Lindenhurst, NY

Jobs

New!

Uniondale, NY6 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, NY14 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.

New!

Uniondale, NYToday

p>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, NY6 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, NY1 day ago

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.

Babylon, NY14 days ago

$75,000–$120,000

Kforce'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.

Greenwich, CT9 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.

Queens, New York20 days ago

$51,500–$55,000 Per Year
Full-time
Employee

Provide internal and external member service by responding to calls, emails or chats in all inbound queues related to product information, account details, debit/credit card inquiries, establishing new accounts for existing members, etc. Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.

Melville, NY12 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.

Great Neck, NY7 days ago

$150,000–$180,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

Hicksville, New York8 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

New!

Uniondale, NYToday

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.

New!

Uniondale, NYToday

Huntington, NY14 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.

New!

Woodmere, NY1 day ago

$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: Valley Stream Hospital: 14 West Circle, Valley Stream, NY 11581 Garden City Park Hospital: 2135 Jericho Turnpike, Garden City Park, NY 11040 Levittown Hospital: 3545 Hempstead Turnpike, Levittown, NY 11756 The pay range for this role is $25.32 - $36.57 /hour.

New!

Lakeville Estates, NY1 day ago

$150,000–$180,000 Per Year

HIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.

New!

Lakeville Estates, NY1 day ago

$150,000–$180,000 Per Year

New!

Lakeville Estates, NY1 day ago

$150,000–$180,000 Per Year

New!

Pelham, NY1 day ago

$150,000–$180,000 Per Year

New!

Pelham, NY1 day ago

$150,000–$180,000 Per Year

New!

Lakeville Estates, NY1 day ago

$150,000–$180,000 Per Year

New!

East Norwalk, CT1 day ago

$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.

Jericho, NY19 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.

Stamford, CT9 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.

Purchase, NY30+ days ago

$80,000–$100,000 Per Year

Our 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.

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.

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.

New!

Stamford, CT1 day ago

$180,000–$265,000 Per Year

p>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.

Greenvale, NY9 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.

Stamford, CT19 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.

NY30+ days ago

$186,500–$311,000 Per Year

li>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.

White Plains, NY30+ days ago

$90,000–$150,000 Per Year

li>

You 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.

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).

Lake Grove, New York7 days ago

Remote

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.

NY30+ days ago

$49,467–$53,671 Per Year

li>Process daily payment and related receipts; including, not exclusively, book store voucher processes; collect resulting registration payments; issue appropriate receipts; post appropriate payments; issue applicable receipts; reconcile daily receipts; process refund requests and account corrections; sell parking permits; accept payments for special services.

Job summary:

Under the direction of the Assistant Director of Student Financial Services, along with the Senior Assistant Director of Student Financial Services, the Counselor will assist with the daily operations of the Student Financial Services Offices to support the Campus Operations team, ensuring the professional, efficient and compliant processing of student records.

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).

Melville, NY18 days ago

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.

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.

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.

Melville, NY30+ days ago

$124,000–$335,000 Per Year

Uniondale, New York30+ days ago

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. 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

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.

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.

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Financial Services Jobs in Lindenhurst, NY

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

Manager / Director Transaction Services (M&A) Kforce Inc.

Trust & Estates Associate Jobot

Bilingual French Contact Center Agent I Company Confidential

Financial Advisor Trainee New York Life - Melville, NY

Tax Manager Vaco LLC

Retail Customer Service Associate FedEx

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

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

Entry-Level Fast Track Sales Manager NYL - Melville

Licensed Veterinary Technician Banfield Pet Hospitals

Area Chief of Staff Banfield Pet Hospitals

Senior Veterinarian Banfield Pet Hospitals

Lead Veterinarian Banfield Pet Hospitals

Veterinarian - Chief of Staff Banfield Pet Hospitals

Veterinary Leadership Banfield Pet Hospitals

Chief of Staff Veterinarian Banfield Pet Hospitals

Credentialed Veterinary Technician Banfield Pet Hospitals

Desktop Support Technician, Financial Services Onsite The Peak Organization

Patient Financial Services Associate ONS MSO LLC

Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate Morgan Stanley

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

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

Assurance Director - Asset Management & Financial Services bdo consulting

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

Assurance Director - Asset Management & Financial Services BDO USA PC

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

Lead Data Scientist, Financial Services Consulting TransUnion

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

Student Financial Services Counselor Mercy University

Senior Financial Services Representative Northwell Health Inc

Senior Financial Services Representative (hybrid) Northwell Health Inc

Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLP

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

State and Local Tax Financial Services Manager PricewaterhouseCoopers LLP

Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLP

Tax Director, Financial Services Anchin

Tax Partner, Financial Services Anchin

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

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