Financial Planner Jobs in Syosset, NY

Center for Wealth Preservation - Syosset, US

field Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Excellent interpersonal and communication skills, with the ability to build relationships

from: jobscore.com - 6 days ago

Northwestern Mutual - Farmingdale, NY, United States

than $200 billion of client assets as a part of its wealth management and investment services. Job Description: Financial Planners at Northwestern Mutual help their clients live more and worry less

from: linkedin.com - 16 days ago

Equitable Advisors - Melville, NY, United States

as well as coaching to obtain the licensing required for hire · Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee

from: linkedin.com - 16 days ago

Fidelity Investments - Plainview, United States

The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized... Competitive

from: efinancialcareers.com - 20 days ago

Equitable Advisors - Melville, NY, United States

and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant

from: linkedin.com - 20 days ago

Fidelity Investments - Greenwich, United States

resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! Certifications:Certified Financial Competitive

from: efinancialcareers.com - 6 days ago

Fidelity Investments - Greenwich, United States (+1 location)

resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! Certifications:Certified Financial Competitive

from: efinancialcareers.com - 20 days ago

EssilorLuxottica Group - Port Washington, NY, US

, Sales Operations, Supply Chain, Logistics, Finance. MAJOR DUTIES AND RESPONSIBILITIES Collect weekly forecast from different channels of trade, partnering with the respective business planners

from: EssilorLuxottica Group - 4 days ago

Citizens - Rye, United States (+1 location)

. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team. They provide Competitive

from: efinancialcareers.com - 6 days ago

Fidelity Investments - Greenwich, United States (+2 locations)

resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! Certifications:Certified Financial Competitive

from: efinancialcareers.com - 6 days ago