Jobs near Stony Brook: 1,749
RS
Relevance Score ranked on: ADVISOR
Financial Aid Advisor
Stony Brook
Required Qualifications (as evidenced by an attached resume):Bachelor's Degree (foreign equivalent or higher) and two [2] years of full-time experience working at a higher education institution as either a full-time employee or student hourly employee OR demonstrated experience working in a financial...
Search Terms: Financial, Advisor, Customer Service, Banking, Healthcare
86.1
0mi
Updated: December 18
Block Advisors Tax Advisor
PATCHOGUE
Build year-round client relationships. Provide tax preparation, tax audit support and tax planning year-round. Create confidence in our clients by conducing tax interviews face to face and through virtual tools – (video conferencing, phone, chat, email)Generate business growth, increase client retent...
Search Terms: Advisor, Tax, Client Relations, Accounting, Banking
85.1
15mi
Updated: December 21
Senior Home Lending Advisor - Long Island Locations, NY
Selden
Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team...
Search Terms: Lending, Advisor, Customer Experience, Home, Senior
83.4
4.8mi
Updated: December 22
Financial Solutions Advisor Registration Candidate - Consumer Investments - Medford Financial Center
Medford
If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winni...
Search Terms: Financial, Solutions Advisor, Investment, Registration, Solutions
79.7
9.3mi
Updated: December 06
Financial Advisor
Bohemia
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciar...
Search Terms: Financial Advisor, Advisor, Insurance Sales, Financial, Investment
79.6
9.1mi
Updated: December 03
Block Advisor Tax Associate
PATCHOGUE
Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email. Prepare complete and accurate tax returns. Generate business growth, increase client retention, and offer additional products and services. Provide clients with IRS support. Support office prioriti...
Search Terms: Tax, Associate, Advisor, Accounting, Support
77.1
15mi
Updated: December 08
J.P. Morgan Wealth Management - Private Client Advisor - West Islip, NY
West Islip
At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform ...
Search Terms: Client Advisor, Management, Wealth, Advisor, Financial Planning
77
16mi
Updated: December 22
Merrill Financial Solutions Advisor - Long Island East Market
Smithtown
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, incl...
Search Terms: Solutions Advisor, Solutions, Financial, Financial Advisor, Advisor
76.5
5.3mi
Updated: December 16
Block Advisors Receptionist
PATCHOGUE
Answer phones and greet clients in a personalized, friendly, and inviting manner. Match clients with the best-suited tax professional for their needs. Schedule clients how they would like to be scheduled. Help to ensure all clients needs have been met during service both in person, over the phone or ...
Search Terms: Receptionist, Advisor, Accounting, Administrative
75.8
15mi
Updated: November 11
Part-Time Beauty Advisor - Sephora
Lake Ronkonkoma
About the Role. As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty brands, execute merchandise se...
Search Terms: Beauty Advisor, Part-Time, Beauty, Advisor, Retail
75.1
5.9mi
Updated: December 17
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