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Keywords: Financial Advisor, Location: Melville, NY

Page: 1

Financial Advisor

Overview: 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 becoming a financial advisor...

Location: Melville, NY
Posted Date: 07 Feb 2026
Salary: $61000 per year

Associate Financial Planner

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room..., and the role of a financial advisor is desired Up-to-date FINRA Series 7 & 63/66 documents are a bonus About Company...

Location: Melville, NY
Posted Date: 20 Feb 2026

Associate Financial Planner

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies... as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Knowledge of the financial...

Posted Date: 18 Feb 2026

Associate Financial Planner

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks..., and secure strong relationships with new clients by serving as their trusted financial advisor • Gather and assess each client...

Company: New York Life
Location: Melville, NY
Posted Date: 10 Feb 2026

College Financial Representative, Internship Program

. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon...Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance...

Location: Melville, NY
Posted Date: 07 Feb 2026

College Financial Representative, Internship Program

. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon...Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance...

Location: Melville, NY
Posted Date: 07 Feb 2026

Senior Client Advisor (Accounting)

to join their team. The Senior Client Advisor manages a portfolio of clients and serves as their primary financial partner, delivering...Growing fintech company who helps businesses with accounting and advisory services is seeking a client service advisor...

Company: Phaxis
Location: Woodbury, NY
Posted Date: 07 Jan 2026
Salary: $110000 per year

Client Style Advisor

of the Client Style Advisor role. Your Talent: Excellent communication skills. English is a requirement, other languages... and Birthday leave Employee referral bonus Financial Wellbeing Support Services We welcome people with disabilities...

Company: Stella McCartney
Location: Woodbury, NY
Posted Date: 02 Dec 2025

Client Style Advisor - Woodbury

Fitness membership (Classpass) and onsite yoga Volunteer and Birthday leave Employee referral bonus Financial Wellbeing...

Company: Stella McCartney
Location: Woodbury, NY
Posted Date: 15 Jan 2026
Salary: $24 - 25 per hour

Registered Client Service Associate

POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial... Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...

Company: Morgan Stanley
Location: Melville, NY
Posted Date: 20 Feb 2026
Salary: $34320 - 90000 per year

Strategic Account Executive

for your next best job where you can elevate your financial future? Are you looking to grow your career with a formal career path at an established... here. Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners...

Company: ADP
Location: Melville, NY
Posted Date: 19 Feb 2026
Salary: $97200 per year

Wealth Relationship Manager SAFE Act - Plainview

Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client... segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial...

Company: Citigroup
Location: Plainview, NY
Posted Date: 12 Feb 2026
Salary: $88400 - 132600 per year

Fast Track Insurance Partner

Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions... to become a Partner in our General Office. In the Fast Track Management Program, you’ll start as a financial professional to gain hands...

Posted Date: 11 Feb 2026

Accounts Receivable Coordinator

About Us: CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide... is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial...

Company: Marcum
Location: Melville, NY
Posted Date: 08 Feb 2026

Risk Management Client Service Intern, Commercial Lines - Woodbury, NY

. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services... attachments and Certificates of Insurance Shadowing client calls and Client Advisor or Carrier visits Data management work...

Posted Date: 07 Feb 2026
Salary: $23 per hour

HRO TotalSource -Small Business Specialist

for your next best job where you can elevate your financial future? Are you looking to grow your career with a formal career path at an established... here. Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners...

Company: ADP
Location: Melville, NY
Posted Date: 17 Jan 2026

Sales Executive - Commercial Lines

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers... programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25...

Posted Date: 10 Jan 2026
Salary: $60000 - 200000 per year

Sales Executive - Employee Benefits

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers... programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25...

Posted Date: 10 Jan 2026
Salary: $60000 - 200000 per year

Internal Audit Director

as a key advisor to executive leadership and the Audit Committee, bringing deep expertise in SOX compliance, risk assessment... controls over financial reporting. Serve as a key liaison with external auditors, ensuring effective coordination...

Posted Date: 21 Dec 2025

Tax Manager I Private Client Services

's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate... solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work...

Company: Marcum
Location: Melville, NY
Posted Date: 11 Dec 2025