National Tax Managing Partner - Financial Services - 1761983 - Woodbury, NY

We're not just a financial services firm—we're a modern, technology-driven, and innovative force in the industry dedicated to our clients' success. · Become an in-demand Financial Services professional in a matter of months with our comprehensive training program. · Enjoy unlimit ...

Why Join the Center for Wealth Preservation (CWP)? · Because high performers need leverage—not limitations. · CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. We combine personalized attention ...

As a crucial member of our team, you'll build and maintain a network of clientele who benefit from financial planning services. · ...

Why Join the Center for Wealth Preservation (CWP)? · Because high performers need leverage—not limitations. · CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. We combine personalized attention ...

We support local communities through volunteerism and the New York Life Foundation. We offer various resources and programs that support both personal and professional growth, · provide financial planning services, · retirement planning, · and other financial services to clients. ...

+ · As a 100% employee-owned company with roots dating back to 1864 , Marshall+Sterlyer offers the strength of a time-tested organization and the energy of an ownership-driven culture. · We are looking for a dynamic Financial Service Specialist to join our team In this role , you ...

As a Financial Services Professional at New York Life, you'll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. · The experience expected from applicants, as well as additional skills and qualifica ...

We are seeking ambitious individuals to grow our team of Financial Professionals. · ...

Job Description: · Financial Services Representative · Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while prep ...

We are seeking a Customer Service Representative to join our team of financial services professionals. As a Customer Service Representative, you will be responsible for supporting customers with their financial needs and providing exceptional customer service. · ...

Job Description · *Financial Services Representative* · Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while pre ...

We are looking for a dynamic Financial Service Specialist to join our team In this role, you will provide essential administrative and financial support, ensuring smooth operations and contributing to the success of your team. · Perform general administrative duties including sup ...

Join our team of Financial Services Representatives where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. · ...

At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. · Supports creating a project scope and analytic approach in response to requests from stakeholders ...

New York Life is seeking Financial Services Professionals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. · ...

We strive to build an environment where our associates are in the driver's seat of their professional development while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors ou ...

The Student Financial Services Counselor provides first-class student–focused support who assists and advises students and families through the financial aid, registration, and payment processes. · Utilizing workshops, individual appointments, web tools, email, social media, and ...

A highly respected national AmLaw 200 firm is seeking a motivated Associate to join its Financial Services Litigation practice in the White Plains, NY office. This is an excellent opportunity for an attorney looking to handle sophisticated real property matters and represent fina ...

This is a part-time remote opportunity for a Multi-Service Financial Agent at Primerica. In this role, you will assist clients with financial planning, insurance recommendations, retirement planning, and investment opportunities. · Solid understanding of Financial Planning and Re ...

We are seeking a high potential SBL Product Support Desk specialist to provide direct support to Financial Advisors, · Service Processionals, · and Private Bankers through comprehensive knowledge of all SBL products and services.The candidate will develop the skills required to b ...