Financial Advisor jobs in Flushing, NY

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FINANCIAL ADVISOR

Manage alternatives investment operations, including accurate and timely transaction input, manager portal monitoring, trade ticket creation.. Handle alternatives investment accounting from subledger review to general ledger cl...

CompanyEmpower
AddressBronx, NY
CategoryAccounting/Finance
Job typeFull-time, Part-time
Date Posted 2 weeks ago See detail

Financial Advisor

Empower

Bronx, NY

Manage alternatives investment operations, including accurate and timely transaction input, manager portal monitoring, trade ticket creation.. Handle alternatives investment accounting from subledger review to general ledger cl...

Financial Advisor - Now Hiring

Empower

Bronx, NY

Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account. Discuss available account options, such as 401K and IRAs, to align t...

Financial Literacy Benefit Advisor/Senior Case Manager

Volunteers Of America Greater New York

Bronx, NY

life insurance, retirement plan

Conduct client financial coaching through one-on-one, couple, or small group sessions. . Competently assess clients' current financial situation by reviewing their income, assets, and debts. . Provide resources on financial manage...