Jobs near Hicksville: 3,714
RS
Relevance Score ranked on: FINANCIAL PLANNING
Sr Director - Balance Sheet Management
Hicksville
The Senior Director of Balance Sheet Management reports to the Treasurer and leads the teams responsible for Interest Rate Risk (IRR) measurement and modeling, balance sheet forecasting, loan and deposit pricing, and funds transfer pricing. Leads a dedicated team of professionals to analyze IRR and n...
Search Terms: Director, Management, Financial Planning, Forecasting, Mathematics
80.7
0mi
Updated: March 20
Financial Advisor - Hicksville, NY
Melville
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
78.6
6.6mi
Updated: March 29
Citi Wealth - Wealth Relationship Manager - Farmingdale
Farmingdale
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of pro...
Search Terms: Relationship Manager, Wealth, Relationship, Manager, Financial Planning
77.9
4.5mi
Updated: February 15
Citi Wealth - Wealth Relationship Manager - New Hyde Park
New Hyde Park
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of pro...
Search Terms: Relationship Manager, Wealth, Relationship, Manager, Financial Planning
76.7
8.5mi
Updated: February 15
Citi Wealth - Wealth Relationship Manager - Huntington Village
Huntington
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of pro...
Search Terms: Relationship Manager, Wealth, Relationship, Manager, Hunting
76.6
9.1mi
Updated: February 15
J.P. Morgan Wealth Management - Private Client Advisor - Plainview, NY
Plainview
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
2.4mi
Updated: February 15
Financial Advisor - Merrick, NY
Merrick
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
76
6mi
Updated: March 15
Financial Advisor - Farmingville, NY
Melville
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, Financial, Advisor, Business
75.8
6.6mi
Updated: March 15
Financial Advisor-Rye Brook, NY
Rye Brook
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
72.5
19mi
Updated: February 18
Data Architect (Hybrid)
Lake Success
Coordinates the logical and physical design and development of the enterprise data architecture in support of the Enterprise Data Repository and Business Intelligence infrastructure. Provides strategic direction and input for policies on best practices for the integrated data architecture. Job Respon...
Search Terms: Data Architect, Architect, Financial Planning, Technology, Healthcare
63.4
11mi
Updated: February 25
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