Jobs near Westbury: 3,611
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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
6.1mi
Updated: December 04
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
83.4
0mi
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
83.4
0mi
Updated: December 24
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
79.8
8.1mi
Updated: December 24
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
78.6
6.2mi
Updated: December 16
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
76.9
8.1mi
Updated: December 16
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
76.6
6.2mi
Updated: November 15
Branch Intern
Garden City
The Branch Intern will performing a wide variety of complex and confidential administrative duties for the Financial Advisors (FA), branch support staff, and branch management. This position will also participate in special projects. What We're Looking For Administrative duties as needed such as answ...
Search Terms: Intern, Financial Advisor, Business Services
74.2
6.2mi
Updated: November 12
Private Client Relationship Manager
Rye
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping...
Search Terms: Relationship Manager, Client Relations, Relationship, Manager, Private
73.7
17mi
Updated: November 20
Arborist Climber
Westbury
As an Arborist Climber, you will play an important role in:Performing ground, tree climbing, and aerial lift duties in support of specific job assignments, as directed by the Arborist Crew Leader. Safely performing all aspects of arboriculture, including:Tree identification. Tree risk assessments. Pr...
Search Terms: Arborist, Climber, Crew Leader, Property Management
0
0mi
Updated: December 24
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