Jobs near Locust Valley: 6,223
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
84.6
6.6mi
Updated: October 18
Investment Portfolio Associate - Locust Valley, NY
Locust Valley
Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to ...
Search Terms: Investment, Portfolio, Financial Advisor, Associate, Research
84.3
0mi
Updated: October 23
Registered Client Service Associate
Purchase
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a ke...
Search Terms: Client Service, Registered, Associate, Financial Advisor, Client Support
81.1
13mi
Updated: October 10
Wealth Management Specialist-NPD
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: Management, Wealth, Relationship Manager, Financial Advisor, Specialist
80.8
11mi
Updated: October 31
J.P. Morgan Advisors - Senior Client Associate - Greenwich, CT
Greenwich
J. P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. O...
Search Terms: Client Associate, Advisor, Senior, Financial Advisor, Associate
76.8
11mi
Updated: October 23
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
76.4
11mi
Updated: October 18
Private Wealth Associate (OSAM)
Stamford
O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get ex...
Search Terms: Wealth, Associate, Business Development, Financial Advisor, Private
76.2
13mi
Updated: November 03
Merrill Financial Solutions Advisor - Southern CT Market
Stamford
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
76.1
13mi
Updated: October 17
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
75.8
8.4mi
Updated: October 17
Branch Controls Manager
Melville
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are y...
Search Terms: Controls Manager, Controls, Manager, Financial Advisor, Skills
75.6
12mi
Updated: October 04
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