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FINANCIAL ADVISOR- WEALTH MANAGEMENT

Lead and/or support other advisors in the management of client engagements. Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other...

CompanyNfp Corp
AddressMelville, NY
CategoryAccounting/Finance
Salary$126,000 - $151,000 a year
Date Posted a week ago See detail

Financial Advisor- Wealth Management

Nfp Corp

Melville, NY

$126,000 - $151,000 a year

Lead and/or support other advisors in the management of client engagements. Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other...

a week ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Albany, NY

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

a week ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Boise, ID

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

2 weeks ago seen See more...

Entry Level, Marketing Intern-paid (Insurance). NYC office -part-time

Nfp Corp

New York, NY

$16 - $18 an hour

Assist the Marketing team on creating, editing and reviewing presentations and materials for sales meetings (such as PowerPoint sales presentations). Assist the Marketing team on creating, editing and reviewing client communicatio...

2 weeks ago seen See more...

Client Support Specialist (Remote)

Nfp Corp

Marietta, GA

$35.8K - $45.4K a year

Field incoming calls from clients and their employees. Assist with ordering ID cards. Complete enrollment elections. Locate in-network providers. Reset enrollment system passwords. Explain benefit options. Provide claims assistanc...

3 weeks ago seen See more...

Financial Analyst II (Hybrid)

Nfp Corp

New York, NY

$60,000 - $75,000 a year

Oversee the Financial Analyst, Level 1 in downloading monthly client experience reports (source documents) from insurance carriers and loading into NFP file system for assigned book of clients. Complete monthly/quarterly experienc...

4 weeks ago seen See more...

Bookkeeper I

Nfp Corp

Los Angeles, CA

$40,000 - $70,000 a year

Accounts Payable. Accounts Receivable. Communicate directly with vendors. Knowledge of Chart of Accounts (personal and corp). Monitor daily client activity, handles requests, and conducts timely follow ups on outstanding matters....

4 weeks ago seen See more...

Billing Specialist (VT hybrid or PST Remote)

Nfp Corp

Concord, NH

$42.2K - $53.4K a year

Gains exposure to clients and carrier contacts; attends meetings and calls. Assists a wide range of other departments within NFP Accounting, Account Managers, Risk Placement Specialists and Processing. Performs invoicing. Create...

4 weeks ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Dover, DE

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

a month ago seen See more...

Account Executive - Employee Benefits (Hybrid)

Nfp Corp

Atlanta, GA

$79.3K - $100K a year

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers. Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health & Welfare Benefits and vendor/carrier pro...

a month ago seen See more...

Account Coordinator Intern - Personal Risk (Charlotte)

Nfp Corp

Charlotte, NC

$48.8K - $61.8K a year

Design and develop the Service Center Procedure Reference Guide we would use the information that Jim gathered, along with other material that we have created internally. Epic Clean up assist with any clean up or downloads. Un...

a month ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Tallahassee, FL

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

a month ago seen See more...

Personal Lines Account Manager (Upstate NY or West Hartford CT)

Nfp Corp

Albany, NY

$40,000 - $78,000 a year

New York: Albany, Kingston, or Fishkill . Connecticut: Danbury or West Hartford . Begins to develop relationships; attend meetings and may contribute. Work with senior team members to prepare and send the request for proposals to...

a month ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Honolulu, HI

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

a month ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Salem, OR

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

a month ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Concord, NH

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

a month ago seen See more...

Office Coordinator ( In-office, Albany, NY)

Nfp Corp

Albany, NY

$37,000 - $62,000 a year

Manages reception area, including routing of incoming calls, mail communications, and general support for visitors. Serves as the point person for vendor maintenance, purchasing office needs/supplies, office equipment, and general...

a month ago seen See more...

Data Processor (VT- Remote)

Nfp Corp

Montpelier, VT

$37.1K - $47K a year

Pull policy correspondence reports from carrier websites and manage carrier e-mail delivery of similar reports. Utilize agency management system to provide quality control check in of new business / renewal policies, endorsements,...

a month ago seen See more...

Client Service Associate (Hybrid)

Nfp Corp

Midlothian, VA

$60.3K - $76.4K a year

Develop and maintain strong relationships with clients, advisors, and other team members across the firm. Interact directly with clients regarding different requests, such as money movement requests, account balances, re-ordering...

a month ago seen See more...

Account Manager - Employee Benefits (Hybrid)

Nfp Corp

New York, NY

$45,000 - $85,000 a year

Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Learning to reviewing contracts, benefit plan summaries, and carrier source doc...

a month ago seen See more...

Operations Coordinator

Nfp Corp

Aliso Viejo, CA

$36,000 - $62,000 a year

Prepare meeting materials and client deliverables. Utilizes software for report creation. Sets and confirms consultants appointments. Coordinates with service providers to obtain necessary information. Answer and refers phone inq...

a month ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Bismarck, ND

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

a month ago seen See more...

Tax Administrator

Nfp Corp

Los Angeles, CA

$76,000 - $106,000 a year

Assemble and timely file all tax returns and extensions for the firm. Track and certify mail all tax payments. Maintain tax return due date list and stay on top of preparers and reviewers in order to meet deadlines. Coordinate con...

a month ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Montpelier, VT

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

2 months ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Charleston, WV

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

2 months ago seen See more...

Affluent Personal Insurance Account Manager (hybrid N.Carolina or Remote)

Nfp Corp

Charleston, SC

$52.4K - $66.3K a year

Works proactively to develop relationships with carrier and client contacts; may take an active role in meetings. Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in...

2 months ago seen See more...

Affluent Personal Insurance Account Manager (hybrid N.Carolina or Remote)

Nfp Corp

Frankfort, KY

$51.2K - $64.9K a year

Works proactively to develop relationships with carrier and client contacts; may take an active role in meetings. Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in...

2 months ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Frankfort, KY

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

2 months ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Topeka, KS

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

2 months ago seen See more...

Sr. Defined Benefit Plan Administrator (Remote)

Nfp Corp

Helena, MT

$63,000 - $88,000 a year

Processing benefit calculations for Defined Benefit and in some cases, Define contribution Plans (on an as needed basis). Handling a caseload of 30-60 combination plans (DB and DC). Assisting with plan audits. Preparing plan termi...

2 months ago seen See more...

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