Melville, NY

Finance Jobs in Melville, NY

8 jobs found

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15d ago

Associate Financial Advisor

Wealth Enhancement Group Melville, NY

Melville, NY

15d ago

$70k - $100k/yr Full time Advisor Asset & Wealth Management Associate Financial Advisor

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Job Description

Join the Long Island, NY advisory team supporting senior advisors in client service, planning, and year-round review processes.

Responsibilities

Support the Financial Advisor during client meetings and manage follow-up activities
Capture meeting notes and enter updates promptly into the CRM
Help present financial advice or plan details to clients alongside the Financial Advisor
Meet with clients or follow up by phone to gather additional planning information and confirm details
Review and analyze clients’ current investments and insurance policies
Assist with trades and ongoing account management
Support preparation of annual reviews as required by the team
Systematize the review workflow using the Wealth Enhancement Group review system and CRM
Compile data for client reviews and review client files to identify additional sales opportunities
Create client reviews using the Wealth Enhancement Group review system
Monitor the percentage of clients reviewed in the last calendar year
Help create financial plans for clients as directed by the team
Analyze client financial data in relation to clients’ goals
Prepare client information to present to the Roundtable when required
Collaborate professionally with the Financial Planning department when required
Participate in Wealth Enhancement Group trainings, educational events, and coaching programs
Use advisor and client-facing technology proficiently
Follow the Wealth Enhancement Group Corporate Communication Strategy and maintain good compliance standing

Requirements

2+ years of experience in the wealth management industry
4-year degree required; business, finance, or economics preferred
Advanced designation or working toward: CFP, CPA, MBA, etc.
Series 7 and Series 66 (BD/RIA)
Series 65 (RIA Only)
Insurance Licenses
Ability to prepare client reviews and support meetings with senior advisors
Strong analytical, organizational, and communication skills (oral and written)
Ability to manage multiple projects at once
Engagement in the community

Technologies

CRM
Wealth Enhancement Group review system

Benefits

Training and professional development
Medical, dental, and vision coverage for full-time employees and their families
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance (employer paid and voluntary options)
Short-term and long-term disability and workers compensation (employer paid)
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO) accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (after meeting service requirements)

Work Location

Melville, NY (onsite)

Salary

USD 70,000 - 100,000 per year

Physical Requirements (OSHA)

Ability to stand or sit for long periods of time
Ability to file documents in high or low cabinets
Ability to use the telephone
Ability to use computer systems

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1mo ago

Financial Services Professional

New York Life Melville, NY

Melville, NY

1mo ago Closed

$82k - $125k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Oct 22, 2026).

Job Description

New York Life is hiring a Financial Services Professional in Melville, NY to help policyholders design risk management and insurance plans aligned to their financial priorities.

Partner with policyholders to develop and deliver risk management strategies tailored to individual profiles
Listen to new and potential clients to assess priorities and finances
Recommend suitable insurance plan options that meet each client’s insurance needs
Execute sales strategies and tactics proven effective in maintaining and growing existing customer portfolios with loyal, long-term clients
Continue education on evolving insurance industry protocols
Monitor insurance claims and support customers to satisfaction

Requirements

Excellent communication, customer service, analytical, and interpersonal skills
Some experience with accounting or sales lead software is beneficial
Phone skills
Enjoy prospecting and meeting new people
Entrepreneurial Role

Accelerated Path to Management Program

Training in marketing, business development, and customer relationship management
Tools and resources to support career growth
Management-focused training and access to career tools
Personalized coaching from dedicated training professionals
Ability to obtain industry professional designations
Industry designation costs subsidized in the first two full-time contract years, with additional funds available if qualified during training and business growth
Sales incentives and professional-development trips for top-performing insurance agents
Experts on hand to answer questions
Suite of digital sales, prospecting, and marketing tools using web, social, and email content to attract and retain clients
Opportunity to specialize through the investment advisory division (Eagle Strategies LLC) to offer wealth management and advisory services, estate planning strategies, and business solutions

What We Offer

Training and development
Digital tools
Products and solutions
Range of offerings including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency

Benefits

Health insurance
Dental insurance
Vision insurance
Life and disability insurance
401(k) and pension
401(k) matching
Extensive training program
Training allowance & stipend if you qualify
Council Trips
Sales incentives and professional-development trips for top-performing insurance agents
Flexible schedule
Paid time off

Compensation

Commission-based compensation
In 2023, average income for agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359
Income determined by individual agent performance
Additional details available: https://www.newyorklife.com/careers/financial-professionals/ income-and-benefits

Average Compensation Range

Year 1: $85,000-$132,000
Year 3: $109,000-$205,000
Year 5: $132,000-$287,000
Year 10: $239,000-$500,000

Awards & Accolades

A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)

How You’ll Be Paid

Commission
Training Allowance
Expense Allowance
First Year Stipend
Renewals/Trails
Bonuses

Job Details

Job type: Full-time
Pay: $82,177.00-$125,000.00 per year
Work location: In person
Ability to commute: Melville, NY 11747 (Required)
Ability to relocate: Melville, NY 11747 (Required)

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3mo ago

Financial Planner

NYL - Melville Melville, NY

Melville, NY

3mo ago Closed

$100k - $100k/yr Full time Advisor Analytical Skills Client Advisor

This position is no longer accepting applications (closed Aug 15, 2026).

Job Description

The entry level financial planner role at NYL - Melville invites you to begin a career in wealth management, working directly with clients to shape their financial futures from an onsite office in Melville, New York. This position emphasizes clear communication, strong numerical and analytical skills, and a coachable mindset as you grow within a leading financial services organization.

Responsibilities

Provide strategic recommendations on products, plans, and investments along with financial guidance to help clients reach their monetary goals.
Collect and evaluate each client’s financial information to determine financial status, cash flow, expectations, goals, retirement plans, and other wealth-management factors.
Consider life stage, career circumstances, and evolving financial needs when crafting tailored financial plans.
Maintain a coachable, organized approach as a collaborative team member, actively pursuing training and development opportunities.
Identify and pursue new clients to serve as a trusted advisor for significant financial decisions.

Requirements

Solid understanding of financial products, the financial services industry, and the responsibilities of personal financial advisors or financial planners.
A bachelor’s degree in finance, business administration, or a related analytical field.
Proven ability to network and prospect for new clients.
Residence in or near Long Island, Brooklyn, or Queens.

Technologies

Microsoft Office
Excel
CRM systems
Financial planning software
Google Suite

About the Company

We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “Wor

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4mo ago

Account Receivable / Account Payable Analyst (Sales & Marketing Finance) 2+ yrs exp req

Nicka K New York Melville, NY

Melville, NY

4mo ago Closed

$60k - $80k/yr Full time Account Reconciliation Accounting Accounts Payable

This position is no longer accepting applications (closed Jul 1, 2026).

Job Description

Nicka K New York is seeking a detail-oriented accounts receivable and accounts payable analyst to partner with Global Business Development and the Digital Marketing teams. This onsite role in Melville, NY, oversees billing, collections, and vendor payments to maintain financial accuracy while supporting revenue-generating initiatives.

Responsibilities

Oversee invoicing for domestic and international wholesale clients
Monitor customer accounts to ensure timely payments and follow up on outstanding balances
Reconcile AR accounts and resolve discrepancies with sales teams and customers
Coordinate with Global Business Development on customer billing terms, credits, and deductions
Maintain accurate records of payments, adjustments, and account status
Prepare AR aging reports and support cash flow forecasting
Process vendor invoices for marketing, advertising, and operational expenses
Verify invoice accuracy and ensure proper approvals from internal teams
Manage payment schedules and ensure timely disbursement of funds
Reconcile vendor statements and resolve discrepancies
Maintain organized AP records and documentation
Partner with Sales and Digital Marketing teams to track budgets, campaigns, and spend
Assist in financial reporting related to promotions, campaigns, and client performance
Support month-end and year-end closing processes
Help improve internal processes for billing, collections, and expense tracking
Communicate effectively with internal teams and external partners regarding financial matters

Requirements

2+ years of experience in accounts receivable, accounts payable, accounting, or finance operations
Strong attention to detail and organizational skills
Proficiency in Excel and accounting software (e.g., QuickBooks, NetSuite, or similar)
Ability to manage multiple priorities in a fast-paced environment
Strong communication and problem-solving skills

Technologies

Microsoft Excel
QuickBooks
NetSuite

Benefits

401(k)
Dental insurance
Health insurance
Paid sick time
Paid time off

Compensation

USD 60,000 - 80,000 per year

Ability to commute

Melville, NY 11747 (Required)

Work location

In person

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4mo ago

Financial Advisor (sales)

New York Life Melville, NY

Melville, NY

4mo ago Closed

$80k - $130k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jun 23, 2026).

Job Description

The Financial Advisor (sales) role at New York Life, based onsite in Melville, NY, centers on meeting clients, evaluating financial needs, presenting suitable solutions, delivering ongoing service, and crafting personal business and marketing plans with potential for a strong income.

Responsibilities

Engage new prospective clients to discuss financial concerns and needs
Conduct information gathering sessions with clients to understand their circumstances
Assess client needs and propose tailored financial solutions
Provide ongoing service and relationship management to clients
Develop and execute personal business and marketing plans
Pursue continual professional development and knowledge enhancement

Requirements

Bachelor's Degree preferred
Previous sales experience is advantageous
Life and health insurance licenses must be obtained within 30 days of acceptance; costs are covered by the company
FINRA Series 6 or 7 and 63 registrations must be obtained within 120 days; costs are covered by the company
Highly self-motivated and disciplined with the ability to work effectively with limited supervision
Strong organizational, detail-oriented, and time-management skills
Solid sales, analytical, decision-making, interpersonal, leadership, and communications abilities
Ability to operate effectively in a collaborative, team-based environment
Background as an athlete and/or coach is preferred
Willingness to engage in required training

Benefits

Defined benefit pension plan
401(k) savings plan
Health, dental, life and disability insurance
Continuing education reimbursement
Reimbursement for industry designations
Discounts from major wireless carriers
Location-based gym member discounts

NYLIC University

NYLIC University is recognized as one of the industry’s most comprehensive and well-regarded training programs, offering robust instruction and development for financial professionals.

Average compensation range

Year 1: $65,000 - $132,000
Year 3: $109,000 - $205,000
Year 5: $132,000 - $287,000
Year 10: $239,000 - $500,000

Perks

Flexible lifestyle and autonomy with substantial support
Opportunity to advance and coach others to success
Focus on personal and professional growth
Prospects for very high income
Meaningful community service through client work
Potential to transition into management roles
Discounts from major wireless carriers
Location-based gym member discounts

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6mo ago

DE Underwriter

United Mortgage Corp Melville, NY Hybrid

Melville, NY

6mo ago Closed

$95k - $135k/yr Full time Banking Compliance Credit

This position is no longer accepting applications (closed May 4, 2026).

Job Description

Based in Melville, NY with a hybrid work setup, United Mortgage Corp is seeking a DE Underwriter to evaluate residential mortgage loan applications, including government and conventional programs. The role focuses on analyzing income, assets, and third-party reports, following up on loan conditions to ensure compliance and timely closings, and supporting underwriting, processing, and advisory staff as needed.

Responsibilities

Underwrite loan files received daily according to FHA, agency, investor, and credit union policies.
Originate and validate FHA insured loans using HUD's FHA Connection system.
Review and sign off underwriting conditions in line with credit union policy while maintaining turn-times.
Maintain current knowledge of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws.
Keep up to date with FHA and secondary market requirements regarding credit, income, disclosure, and property; hands-on experience with agency-related internet and computer systems as necessary.
Analyze tax returns, credit and appraisal reports, fraud detection, and other income- or property-related documents to ensure compliance with agency, investor, and credit union requirements.
Organize and prioritize daily workload to ensure adherence to policy, procedures, and established turnaround times.
Communicate and interact with vendors, services, agencies, investors, staff, brokers and members.
Maintain current working knowledge of the mortgage industry and credit union standards and trends.
Monitor and resolve quality control issues on relevant files in a timely manner to prevent delays.
Collaborate with management to implement procedures that prioritize work within underwriting and processing as volume dictates.
Work closely with origination and operations staff to ensure compliance with guidelines and policies of the credit union and agencies.

Requirements

3-5 years of experience as an Underwriter with comprehensive mortgage knowledge.
Bachelor’s degree preferred or equivalent work experience.
Experience with FHA/VA/Agency loans.
Direct Endorsement (DE) required.
Strong analytical skills in credit and risk, with solid decision-making ability.
Effective interpersonal skills and technical report writing abilities.
Attention to detail.

Technologies

FHA Connection
HUD Direct Online System

Benefits

Healthcare, dental, and vision insurance
401(k)/Roth retirement plan
Paid time off
Paid holidays

Job Summary

The DE Underwriter primarily reviews and analyzes residential mortgage loan applications, including government and conventional loans. This role involves evaluating third-party reports such as credit reports and appraisals, calculating income, reviewing asset documentation, and following up on outstanding loan conditions to clear files for closing while ensuring compliance with applicable lending regulations.

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6mo ago

Financial Advisor / Insurance professional

New York Life Insurance Company Melville, NY

Melville, NY

6mo ago Closed

$75k - $100k/yr Full time Marketing Advisor Business Development

This position is no longer accepting applications (closed May 3, 2026).

Job Description

As a licensed financial services professional with New York Life Insurance Company, you build a financial sales and insurance practice, assist clients with retirement and college funding planning, and benefit from thorough training, ongoing guidance, and a flexible schedule with strong earning potential.

Responsibilities

Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting informational gathering meetings with clients
Analyzing client needs and presenting potential financial sales solutions
Providing ongoing service to clients
Developing and implementing personal business and marketing plans
Ongoing development of professional skills and knowledge

Requirements

College degree preferred
Previous sales experience a plus
Life and health licenses within 30 days of acceptance (company will pay for costs)
Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
Organized, detail-oriented, and excellent time-management skills
Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
Ability to work in a team-based environment

Insurance and Financial Sales Professional Qualifications

College degree preferred
Sales experience is advantageous
Life and health licenses within 30 days of joining; costs covered by the company
Highly self-motivated, disciplined, capable of working with minimal supervision
Organized and detail-oriented with strong time-management capabilities
Strong sales, analytical, decision-making, interpersonal, leadership and communication skills
Able to operate effectively within a team environment

What You'll Experience Here at New York Life

A flexible lifestyle that supports balance
Opportunities for personal and professional financial growth
Potential for high earnings within the role
Giving back through valuable service to the community
Fast Track Management program available within two years for qualified applicants

Training

NYLIC University is a cornerstone of professional development, widely regarded as one of the industry's most extensive training platforms. The position includes a robust benefits package to support ongoing growth, including a defined benefit pension plan, a 401(k) savings plan, comprehensive health, dental, life and disability coverage, continuing education reimbursement, reimbursement for industry designations, and discounts from major wireless carriers.

Required Experience

Sales experience: 1 year

Benefits

Defined Benefit Pension Plan*
401(k) Savings Plan
Health, Dental, Life, and Disability Insurance
Continuing education reimbursement
Reimbursement for industry designations
Discounts from major wireless carriers
Vision insurance

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7mo ago

Financial Advisor

Forest Hills Financial Group Melville, NY Hybrid

Melville, NY

7mo ago Closed

$80k - $150k/yr Full time Advisor Client Development Client Relationship Management

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