Jobs near Uniondale: 4,386
RS
Relevance Score ranked on: FINANCIAL PLANNING
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
81.5
0mi
Updated: October 19
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
78.6
6.9mi
Updated: October 23
Director, Financial Operations
REMOTE MELVILLE
We are seeking a highly skilled and experienced Director of Financial Operations to join our team. This role is responsible for overseeing and managing all financial oversight and providing strategic partnership to the Sr. Leadership team of Verint Global Support Functions. The Director will work clo...
Search Terms: Operations, Director, Financial, Financial Planning, Operation
76.7
12mi
Updated: November 05
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
76.5
5.3mi
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
76.3
3.7mi
Updated: October 11
Associate, Advisor ( Wealth Management)
Melville
Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan applica...
Search Terms: Advisor, Wealth, Management, Associate, Financial Planning
75.8
12mi
Updated: October 18
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
75.6
8.6mi
Updated: October 24
Associate, Advisor ( Wealth Management)
Melville
Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan applica...
Search Terms: Advisor, Wealth, Management, Associate, Financial Planning
75.1
12mi
Updated: October 04
Financial Analyst
Jamaica
ABM Aviation ABM has several outstanding opportunities with our Financial Planning and Analysis team. As a financial analyst with ABM you will drive profitability results for a $1 B entity utilizing your financial and technical skills. You will have the opportunity to interact with all levels of mana...
Search Terms: Financial Analyst, Financial Planning, Financial, Analyst, Accounting
75
11mi
Updated: October 22
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
74.9
18mi
Updated: October 30
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