Investment Consultant Jobs in Melville, New York

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27 Melville, NY Investment Consultant jobs found on Monster.

Jobs 1 to 20 of 27
The role of the Financial Consultant is to establish value-added relationships with customers, to understand their financial needs and to offer solutions for those needs. With this information, the Financial Consultant will work with members to create customized financial portfolios based on market strategies and individual assessments of risk tolerance. The needs that Financial Consultants shoul...
Bethpage Federal Credit Union Bethpage, NY
A. HEADING FINANCIAL CONSULTANT Reports to: Manager, BFS B. SUMMARY The role of the Financial Consultant is to establish value-added relationships with customers, to understand their financial needs and to offer solutions for those needs. With this information, the Financial Consultant will work with members to create customized financial portfolios based on market strategies and individual as...
New York Community Bancorp North Babylon, NY
JOB SUMMARY Acts as a dedicated representative assigned to a specific branch to deliver nontraditional banking product sales to the branch customers and prospective customer base. ESSENTIAL FUNCTIONS Delivers professional investment services to customers. Reviews and recommends investment and insurance options to customers. Identifies clients' investment objectives and matches investment produc...
Job Title: PCG Financial Consultant (Lo) Job ID Number: 5056571 Schedule Type: Reg-Time Work Hours: 40 Location: Garden City,NY Qualifications: -2+ years of brokerage related business experience - 2+ years experience and understanding of financial planning; partnering with Financial Advisors to provide financial plans for clients - Ability to evaluate marketing, financial services nee...
Financial Consultant (Long Island) Stockbroker -- Entry Level Trainee BCM Global Equity Group is looking for individuals with impressive work ethic and a strong desire to succeed. You will be working with successful brokers that have been in the business for years! We want motivated hard working people willing to take their life. . .to the NEXT LEVEL! Learn from Veteran Brokers, Ground Floor Opp...
Financial Consultant (Long Island) Stockbroker -- Entry Level Trainee BCM Global Equity Group is looking for individuals with impressive work ethic and a strong desire to succeed. You will be working with successful brokers that have been in the business for years! We want motivated hard working people willing to take their life. . .to the NEXT LEVEL! Learn from Veteran Brokers, Ground Floor Opp...
Financial Consultant (Long Island) Stockbroker -- Entry Level Trainee BCM Global Equity Group is looking for individuals with impressive work ethic and a strong desire to succeed. You will be working with successful brokers that have been in the business for years! We want motivated hard working people willing to take their life. . .to the NEXT LEVEL! Learn from Veteran Brokers, Ground Floor Opp...
Financial Consultant (Long Island) Stockbroker -- Entry Level Trainee BCM Global Equity Group is looking for individuals with impressive work ethic and a strong desire to succeed. You will be working with successful brokers that have been in the business for years! We want motivated hard working people willing to take their life. . .to the NEXT LEVEL! Learn from Veteran Brokers, Ground Floor Opp...
TIAA-CREF Melville, NY
Job Description The Company: For more information about TIAA-CREF, visit our website. The Associate Advisor will be partnered with a Senior Advisor or multiple WM Advisors and their books of business. The individual in this role will oversee select client relationships that are less complex and relationship activities for the entire practice while developing Wealth Management product knowledge ...
The Company: For more information about TIAA-CREF, visit our website . The Associate Advisor will be partnered with a Senior Advisor or multiple WM Advisors and their books of business. The individual in this role will oversee select client relationships that are less complex and relationship activities for the entire practice while developing Wealth Management product knowledge and learni...
Charles Schwab Corporation Huntington, NY
Job ID: 1024-20370 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
New York Community Bancorp Roslyn, NY, 11576
JOB SUMMARY The Regional Investment Director (“RID”) is responsible for the development and performance of all sales activities in assigned region. Staffs and directs a sales team and provides leadership towards the achievement of revenue/performance goals. Establishes business plans and strategies to expand the customer base in the branches and contributes to the development of product and sales...
Charles Schwab Corporation Smithtown, NY
Job ID: 1024-20370 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
Financial Professional AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-...
AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies, investment services and risk management. We have more than 50 branches across the country employing approximately 5,000 financial professionals. AXA Advisors is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit-based. We’re looking fo...
Veeco Instruments Inc. Plainview, NY, 11803
Overview Veeco’s process equipment solutions enable the manufacture of LEDs, flexible OLED displays, power electronics, hard drives, MEMS and wireless chips. We are the market leader in MOCVD, MBE, Ion Beam and other advanced thin film process technologies. Our high performance systems drive innovation in energy efficiency, consumer electronics and network storage and allow our customers to maxim...
Capital One Huntington, NY
Capital One is a diversified bank that offers a broad array of financial products and services to consumers, small business and commercial clients. Capital One is one of the nation’s top 10 banks and has one of the most widely recognized brands in America. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared Values, come together to mak...
Tetra Tech 1., WI, 11596
Job Description : Tetra Tech E.S. is accepting expressions of interest from qualified candidates for a Lead Renewable Energy Specialist for the Millennium Challenge Account - Indonesia (MCA-Indonesia) Program Management Consultant Services (PMC). The PMC will oversee four interrelated activities associated with the Green Prosperity (GP) project including: participatory land use planning, technica...
About Salesforce.com We're transforming the way companies are run and careers are made. In just 12 years, salesforce.com has grown into a $2.3 billion business. With more than 100,000 customers, salesforce.com is the enterprise cloud computing company that is leading the shift to the social enterprise. Social enterprises leverage social, mobile and open cloud technologies to put customers at the ...
About Salesforce.com We're transforming the way companies are run and careers are made. In just 12 years, salesforce.com has grown into a $2.3 billion business. With more than 100,000 customers, salesforce.com is the enterprise cloud computing company that is leading the shift to the social enterprise. Social enterprises leverage social, mobile and open cloud technologies to put customers at the ...

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Education Career Tools

Investment Specialist

Salaries

$27,040.00 - $131,100.00
Typical Salary for Investment Specialist in Melville
(51 Respondents)
Source: Monster.com Careerbenchmarking Tool

Education / Training

Bachelor's
47.7%
Some College Coursework Completed
20.5%
High School
13.6%
Master's
11.4%
Associates
6.8%
(44 Respondents)
Source: Monster.com Careerbenchmarking Tool

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