financial professional jobs in New York, NY

BORISMTAX —Rego Park, NY

Preparation and filing of quarterly estimated tax payments. Full-Time Senior Tax Accountant (not a contractor). Excellent oral and written communication skills.

New York Life —New York, NY3.7

In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. Our financial professionals help clients develop a…

Strategies for Wealth —New York, NY3.6

They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships.

Bell and Company CPAs PC —New York, NY

Conduct research of federal, state and international tax issues. CPA certification is a real plus. Preparation of individual financial statements.

Equitable Advisors —New York, NY3.4

Provide knowledgeable, customized financial guidance. The analyst's main job is to make predictions on the stock market and then give those predictions to the…

Tri-Harbor Financial Group —New York, NY

We're going to sponsor and pay for your licenses (SIE, Series 6/7, 63/66, Life and Health), and teach you how to work with Business Owners, Families, and…

Northwestern Mutual —New York, NY3.7

Sell financial products and help people to make good financial decisions. Collaborate with other financial representatives.

MICHAEL J. TANNENHOLTZ CONSULTING —New York, NY

Experienced tax accountant with three to five years relevant experience with individual and corporate income tax preparation for both small and large businesses…

Optifino Inc. —New York, NY

\*\*Responsibilities:\*\* - Offer financial advice on investment opportunities, estate planning, and other financial matters - Develop customized financial…

New York Life —New York, NY3.7

Life and health license is preferred. Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each…

Northwestern Mutual —New York, NY

We're going to sponsor and pay for your licenses (SIE, Series 6/7, 63/66, Life and Health), and teach you how to work with Business Owners, Families, and…

Premium Merchant Funding —Brooklyn, NY1.4

*Prospecting: *Engage and cultivate potential clients through diverse channels, including cold outreach, email campaigns, and social media initiatives.

Bankers Life —Queens, NY3

Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health…

Blue-Ribbon Accounting & Tax, Inc. —Elmhurst, NY

Able to file all different kind of individual tax returns. Great knowledge of individual tax returns. Knowledge of tax software and MS Office.

SafeBook —New York, NY

CPA certification is a plus, but not required. Transition accounting practices from cash to accrual basis, ensuring accurate financial reporting.

Michael Hunter - Experior Financial Group —New York, NY4

Possession of a life insurance license and Annuity License is *an asset*. *Life *license required for hire(*must*). 100% Commission plus Bonuses (1099)*.

New York Life —New York, NY3.7

Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your…

Northwestern Mutual —New York, NY

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan…

Northwestern Mutual —New York, NY3.7

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan…