Jobs near Great Neck: 6,729
RS
Relevance Score ranked on: FINANCIAL ADVISOR
Private Client Financial Advisor - Manhasset, Long Island
Manhasset
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the cli...
Search Terms: Financial Advisor, Advisor, Private, Financial Planning, Client
86.2
2.4mi
Updated: December 04
Financial Advisor - Ridgewood Metro, NY
Ridgewood
The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex...
Search Terms: Financial Advisor, Financial Planning, Advisor, Customer Service, Financial
85.9
9.8mi
Updated: December 21
Wealth Management Client Associate
Great Neck
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: Client Associate, Management, Wealth, Financial Advisor, Client Service
84.6
0mi
Updated: December 24
Registered Wealth Management Client Associate
Great Neck
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: Client Associate, Management, Wealth, Registered, Financial Advisor
81.7
0mi
Updated: December 16
Merrill Financial Solutions Advisor - Western Long Island
Garden City
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
78.9
5.2mi
Updated: December 16
Client Services Representative
Westbury
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client fi...
Search Terms: Client Service, Representative, Financial Advisor, Registered, Customer Service
78.6
8.1mi
Updated: December 24
Client Services Representative
Westbury
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client fi...
Search Terms: Client Service, Representative, Financial Advisor, Registered, Customer Service
78.6
8.1mi
Updated: December 24
Senior Client Service Associate-Registered
Garden City
The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relations...
Search Terms: Client Service, Associate, Registered, Financial Advisor, Service
76.9
5.2mi
Updated: November 15
J.P. Morgan Advisors - Senior Client Associate - Greenwich, CT
Riverside
Unlock your potential as a Client Associate at J. P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors...
Search Terms: Client Associate, Advisor, Senior, Financial Advisor, Associate
76.4
19mi
Updated: December 06
J.P. Morgan Advisors - Senior Client Associate - Greenwich, CT
Greenwich
Unlock your potential as a Client Associate at J. P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors...
Search Terms: Client Associate, Advisor, Senior, Financial Advisor, Associate
75.8
18mi
Updated: November 22
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