Senior Sales Executive – Broker-Dealer Advisory - Smithtown, NY

Benefits: · 401(k) matching · Bonus based on performance · Competitive salary · Dental insurance · Opportunity for advancement · Paid time off · Parental leave · Training & development · Vision insurance · Senior Sales Executive – Broker-Dealer Advisory · In-Office | Suffolk Coun ...

We are seeking a skilled Controller Assistant Vice President to join our team. The ideal candidate will have a strong accounting background and experience in financial services industry. · Partner with Businesses, Securities Operations ,Global Accounting Operations (GAO) and Fina ...

· Benefits:401(k) matching · Competitive salary · Dental insurance · Flexible schedule · Opportunity for advancement · Paid time off · Parental leave · Training & development · People Operations & Office Coordinator · Location: Smithtown, NY (In-Office, Monday–Friday, 9:00am–3:0 ...

· Benefits:401(k) · 401(k) matching · Bonus based on performance · Competitive salary · Dental insurance · Flexible schedule · Opportunity for advancement · Paid time off · Parental leave · Training & development · Vision insurance · People Operations & Office Manager · Location ...

We are exploring an early AI hire to help us evaluate, prototype and potentially build AI-powered tools within a regulated business. · * Experience with Python or Javascript* Hands-on use of modern AI/LLM APIs (OpenAI, Anthropic etc.)* Comfort working with documents APIs and stru ...

Summary · The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely ...

Imagine Your Future with Us Since 1971. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. · ...

Work Location: · Hauppauge, New York, États-Unis d'Amérique · Hours · 40 · Pay Details · $72,280 - $108,160 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the ...

Work Location: · Hauppauge, New York, United States of AmericaHours: · 40Pay Details: · $72,280 - $108,160 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the coll ...

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. · ...

Representing J.P. Morgan Chase brand and interacting with clients to offer investment solutions. · Champion teammates' success and foster diversity culture · ...

Broadridge is hiring We're seeking a Relationship Manager that will work with sales, account management and the operations team to ensure client satisfaction. · ...

· Investment Due Diligence Manager | Advisory Services · Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm?  At American Portfolios, we operate in a team-based environment, made up of a diverse group of asso ...

· Investment and Portfolio Analyst | Advisory Services · Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm?  At American Portfolios, we operate in a team-based environment, made up of a diverse group of asso ...

· Customer Service - Operations - New Accounts/Transition Associate · Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm?   At American Portfolios, we operate in a team-based environment, made up of diverse a ...

· Customer Service - Virtual Administrative Services Client Support Specialist · Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm?  At American Portfolios, we operate in a team-based environment, made up of ...

· Video Content Creator and Studio Technician | Marketing and Communications · Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm?  At American Portfolios, we operate in a team-based environment, made up of a ...

· Financial Advisor Recruiter | New Business Development · Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm?  At American Portfolios, we operate in a team-based environment, made up of a diverse group of as ...

We are looking for a client support associate to work in the firm's Virtual Administrative Services (VAS) program. · ...

We are looking for a client support associate to work in the firm's Virtual Administrative Services (VAS) program. This individual will aid in answering incoming calls and emails, communicate needs and details of client interactions to investment professionals, prepare for client ...