Chapter Job Postings



To post your career opportunity on this website, call or email the chapter office at (516) 542-2004 or fpali@optonline.net .


Financial Planning Associate — Wealth Management
Build a career as a Wealth Manager at a boutique, independent wealth management firm.

About Blue Water Advisors: 
With a special focus on serving business owners, executives, senior financial industry professionals, doctors, lawyers and women in transition, the Blue Water Advisors team is committed to its clients’ comprehensive wealth management needs.​ We define comprehensive wealth management as the sum of investment consulting, advanced planning and relationship management. This includes facilitation of collaboration among clients’ professional advisors. Our multi-faceted approach to advanced planning includes tax mitigation, estate planning, cash-flow planning, charitable planning, risk management and more. Blue Water Advisors combines boutique client service with objectivity and insights stemming from our research-based approach.

Complete Job description in the following link — http://www.bluewateradvisors.com/jobdescription.html

Blue Water Advisors

Contact:  Email cover letter and resume to coo@bluewateradvisors.com

Posted 6/7/2017


Senior Portfolio Analyst (Garden City, NY)

The Company: BNY Mellon (www.bnymellon.com)

The RoleThe Senior Portfolio Analyst provides Wealth Managers with a high level of support covering all aspects of their client relationships, including day-to-day administration and management of client portfolios. Senior Portfolio Analysts work closely with our internal partners in Fiduciary, Private Banking, business development, middle office and operations to meet our clients’ wealth management needs. Daily responsibilities include, but are not limited to, preparing client presentation materials, monitoring cash balances, facilitating money transfers and opening new accounts. Senior Portfolio Analysts interact directly with our clients to address questions and resolve any outstanding issues. Additionally, Senior Portfolio Analysts assist Wealth Managers with developing investment strategies, policy statements and implementing portfolios for clients. The Senior Portfolio Analyst must possess the ability to work independently and efficiently and apply a working knowledge of company policies and procedures at all times.

The position is a Senior Portfolio Analyst in our Garden City office and the requisition number is 1701038.

CLICK HERE for the complete job description.

Please email cover letter and resume to Maura.Farina@bnymellon.com

Posted 5/21/2017


Financial Planning Associate – Full-Time

Responsibilities

•  Responsible for preparing for client review meetings by updating/completing client information, organizing and printing out appropriate reports and financial planning deliverables, and providing necessary follow-up.

•  Attends and participates in client review meetings with Advisor as requested.

•  Responsible for the review of all client meetings to ensure all follow-up and action items are completed.

•  Efficiently communicates and corresponds, in a timely manner, with team on any items to be completed such as trades, new accounts, paperwork, appointments, and other items specified by Advisor.

•  Acts as the Team’s “go-to” for client meeting related information.

•  Pro-actively provides follow-up with clients on open items and questions. Summarizes client meetings and calls with re-cap letter.

•  Maintains communication with client during the financial planning process. Answers client inquiries and provides readily available planning information to clients, if requested and as allowable, as it relates to servicing their accounts.

 

Click here for the complete job description.

Please email resumes to Lauren.lucas@ampf.com

Posted 2/28/2017


Administrative Assistant

Financial Services Firm looking for entry-level administrative assistant to assist the President of the Firm. The position requires the following qualities: team-player, ambitious, career oriented, works at fast pace, self-motivated and self-directed, must maintain business appearance, organized with excellent time management skills, above average knowledge of Microsoft Word.  The position will be responsible for phones, handling calendar, filing, paperwork and will be expected to stay late if needed. Full Time Position. Salary and medical benefits. Must have a car and drive. Non-Smoking. Lynbrook location.

Please Email resume and salary requirements to hr@westcofinancialgroup.com or fax to (516) 593-8152.

Posted 2/13/2017


Client Service Representative

Busy financial services firm seeking organized, highly motivated, individual to join our team.

  • Excellent written and verbal communication skills a must.
  • Must be detail-oriented and self-directed.
  • Must be proficient with Microsoft Office and have excellent computer skills.
  • Training, Salary, Benefits, Lynbrook location, non-smoking office.
  • Must have a car and drive.
  • Permanent, Full-Time Position.

 

Please Email resume and salary requirements to hr@westcofinancialgroup.com or fax to (516) 593-8152.

Posted 12/29/2016