Jobs near Elmont: 5,913
RS
Relevance Score ranked on: FINANCIAL PLANNING
Senior Wealth Advisor SAFE Act - Hewlett / Long Island
Hewlett
Build relationships with new clients with the goal of bringing in new bank and brokerage assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills. Respond to referrals and in...
Search Terms: Wealth Advisor, Financial Planning, Advisor, Wealth, Senior
79
4mi
Updated: October 23
Bookkeeper
Uniondale
We are seeking an experienced and detail-oriented Full Charge Bookkeeper to join our team. The ideal candidate will be responsible for managing all financial operations, including accounts receivable and payable, generating financial statements, enforcing company budgets, and working closely with our...
Search Terms: Bookkeeper, Financial Planning, Accounting, Accounts Receivable, Staffing
76.8
6mi
Updated: October 19
J.P. Morgan Wealth Management - Private Client Advisor - New Hyde Park, NY
New Hyde Park
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
76.6
3.5mi
Updated: October 24
J.P. Morgan Wealth Management - Private Client Advisor - Cedarhurst, NY
Cedarhurst
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
76.1
4.8mi
Updated: October 24
J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY
Rockville Centre
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
75.6
4.3mi
Updated: October 11
J.P. Morgan Wealth Management – Private Client Advisor - Larchmont, Ardsley, & Yonkers, NY
Larchmont
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
74.1
17mi
Updated: October 30
Assistant Treasurer
Rockville Centre
Lead cash management and treasury operations, including: Providing oversight of corporate cash management activities totaling over ~$3 billion, to ensure sufficient liquidity to meet working capital, debt service and other funding needs Directing the development of cash management policy and procedur...
Search Terms: Treasurer, Financial Advisor, Assistant, Financial Planning, Operations
74
4.3mi
Updated: October 08
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
73.6
6.8mi
Updated: October 18
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
73.3
14mi
Updated: October 08
Senior Analyst Fleet Strategy & Analysis
Long Island City
The Senior Analyst - Fleet Strategy and Analysis is responsible for the analysis, recommendations and execution of fleet related strategic projects and transactions including aircraft and engine purchases, leases, and sales. The Senior Analyst also provides analytical support for ongoing fleet progra...
Search Terms: Fleet, Senior Analyst, Strategy, Analyst, Financial Planning
72.1
13mi
Updated: October 12
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