Financial Advisor
TradeJobsWorkforce10039 New York, NY, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more
Financial specialist Jobs in Yonkers, NY
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Financial specialist • yonkers ny
Last updated: 1 day ago
Director, Financial Operations
Memorial Sloan Kettering Cancer CenterBronx, NY, United States$202,300.00 yearly
Full-time
Director, Financial Operations.The people of Memorial Sloan Kettering Cancer Center (MSK) are united by a singular mission: ending cancer for life.Our specialized care teams provide personalized, c... Show more
Remote Financial Analyst
Micro1Cresskill, New Jersey, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
Financial Specialist 1 (Finance)
New Jersey CourtsHackensack, NJ, United StatesFull-time
Are you a true professional interested in serving the public by upholding the Judiciary's core values of Independence, Integrity, Fairness and Quality Service? The Bergen Vicinage is seeking a meti... Show more
Financial Planner
TradeJobsWorkForce10030 New York, NY, USFull-time
Financial Planner Job Duties: Provide financial planning and investment advisory services.Res... Show more
Remote Financial Analyst
Micro1Inwood, New York, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
Chief Financial Officer
TopSourced Talent, LLCEnglewood Cliffs, NJ, United StatesFull-time
Our client is a Nasdaq publicly traded company that is seeking a strategic and results-driven Chief Financial Officer to lead the financial organization as we execute on our vision to build a multi... Show more
Remote Financial Analyst
Micro1Palisades Park, New Jersey, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
Remote Financial Analyst
Micro1Hackensack, New Jersey, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
Remote Financial Analyst
Micro1Scarsdale, New York, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
Senior Financial Data Analyst
Sarpi ThinktechTeaneck, NJ, United StatesFull-time
Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as... Show more
Financial Assistant/Case Manager
Volunteers of America-Greater New YorkBronx, NY, United StatesFull-time
Financial Assistant/Case Manager.Volunteers of AmericaGreater New York (VOAGreater New York) is a leading anti-poverty organization serving neighbors in need across New York City, Northern New Jers... Show more
Manager, Financial Reporting
VeoliaParamus, New Jersey, United StatesFull-time +1
The Financial Reporting Manager is a critical role responsible for overseeing the company's financial reporting, external audit coordination, and accounting policy framework.This position serves as... Show more
Financial Advisor
Northwestern MutualParamus, NJ, United States$61,000.00 yearly
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more
Financial Advisor
Northwestern Mutual Life Insurance CompanyParamus, NJ, United States$61,000.00 yearly
Full-time
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
Senior Financial Analyst
Kadima HealthcareHackensack, NJFull-time
Senior Financial Analyst - Skilled Nursing Finance.Are you a motivated and detail-oriented financial professional looking for a new challenge? Do you have a passion for healthcare finance and a des... Show more
Remote Financial Analyst
Micro1New Milford, New Jersey, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
Financial Services Specialist
Interstate Waste ServicesTeaneck, NJ, United States$24.00 hourly
Full-time
The Financial Services Specialist serves as a primary point of contact for customers regarding billing, accounts receivable, and payment-related inquiries.This role is responsible for resolving fin... Show more
Manager, Financial Reporting
Veolia | FranceParamus, NJ, United StatesTemporary
The Financial Reporting Manager is a critical role responsible for overseeing the company's financial reporting, external audit coordination, and accounting policy framework.This position serves as... Show more
Remote Financial Analyst
Micro1Cliffside Park, New Jersey, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more
- truck driving (from $ 61,559 to $ 300,001 year)
- caretaker (from $ 15,600 to $ 292,500 year)
- python developer (from $ 140,000 to $ 240,000 year)
- teaching (from $ 38,826 to $ 225,000 year)
- art director (from $ 96,250 to $ 218,976 year)
- optometrist (from $ 56,000 to $ 217,000 year)
- solutions architect (from $ 30,956 to $ 210,950 year)
- machine learning (from $ 197,208 to $ 210,000 year)
- machine learning engineer (from $ 206,385 to $ 210,000 year)
The average salary range is between $ 37,030 and $ 87,226 year , with the average salary hovering around $ 49,676 year .
Financial Advisor
TradeJobsWorkforce10039 New York, NY, US30+ days ago
Job type
- Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.