Jobs near West Islip: 2,368
RS
Relevance Score ranked on: ADVISOR
Block Advisors Tax Advisor
LINDENHURST
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
87.4
4.4mi
Updated: December 21
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
83.2
0mi
Updated: December 22
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
79.9
16mi
Updated: December 18
Block Advisor Tax Associate
LINDENHURST
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
79.4
4.4mi
Updated: December 08
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
79.3
11mi
Updated: December 03
Block Advisors Receptionist
LINDENHURST
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
78.2
4.4mi
Updated: November 11
J.P. Morgan Wealth Management - Private Client Advisor - Syosset, NY
Syosset
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
77.3
14mi
Updated: December 22
Block Advisor Tax Associate
Hicksville
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
76.8
12mi
Updated: November 26
Block Advisors Receptionist
Hicksville
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
76.2
12mi
Updated: November 11
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
75
11mi
Updated: December 16
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