Banking and Financial Services Jobs in Nesconset, NY

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Relationship Manager - Series 65 Required

Wealth Management | On-Site | Hauppauge, NY

Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint.

This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA.

This is a full-time, on-site W-2 position based in Hauppauge, NY.

Role Overview

The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency.

This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients.

Key Responsibilities

• Deliver white-glove service to clients with speed, accuracy, and professionalism
• Prepare for client meetings and proposals with exceptional attention to detail
• Draft and manage client communications via email, phone, and written correspondence
• Participate in client meetings, document notes (with AI support), and manage follow-ups
• Gather and organize information to support comprehensive financial planning
• Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.)
• Maintain meticulous CRM documentation of all client communications, tasks, and appointments
• Assist with account maintenance, asset allocations, and quarterly reporting
• Serve as the first line of response for client inquiries across email and phone
• Build and deepen client relationships with empathy, connection, and professionalism
• Partner with operations to proactively resolve custodial issues and escalate when appropriate
• Adhere to all firm and industry supervisory and compliance requirements
• Participate in firm meetings, training, client events, and continuing education
• Support additional service-related responsibilities as required

Candidate Profile

• Service-oriented with a genuine interest in caring for clients
• Exceptionally organized, dependable, and detail-oriented
• Calm, professional, and effective in a fast-paced environment
• Process-driven with strong ownership and accountability
• Excellent time management and multitasking capabilities
• Comfortable using CRM and workflow tools (Salesforce preferred)
• Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks
• 3–5 years of experience in financial services (RIA experience strongly preferred)
• Strong working knowledge of Schwab custodial operations
• Open to learning and adopting new technology as systems evolve

Licensing & Education

• Series 65 required
• Bachelor’s degree strongly preferred
• CFP® certification or desire to pursue
• Strong understanding of client confidentiality and discretion
• Clean U-4 and U-5 history

Reporting & Collaboration

• Reports to: Lead Advisor
• Functional Area: Client Success / Operations
• Works closely with: Advisors, Operations, Administrative Support, Corporate RIA partners, Custodians, and Service Providers

Compensation & Benefits

• Base Salary: $70,000 – $90,000
• Bonus: Performance-based, tied to individual and firm objectives
• Employment Type: Full-time W-2
• Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits
• Career Development: Clear progression and professional growth opportunities

To Advocate. To Educate. To Empower. Together.

Salary: $150,000 to $170,000 per year- Exempt

Hours: 37.5 hours per week

Location: Ronkonkoma, NY

Availability: Immediate

Position Description:

Mission Statement: “To empower and inspire people of all communities to identify, pursue and sustain healthy, meaningful lives”.

MHAW strives to develop an authentic, diverse workforce that embraces, creates, respects and demonstrates diversity, equity, and inclusiveness in the work environment, towards one another and those we serve. We recognize that our agency is strongest when we all embrace the full spectrum of diversity and experience. We actively seek to employ a diverse workforce representative of the communities we serve.

Position: Chief Financial Officer

Salary: $150,000 to $170,000 per year- Exempt

Hours: Monday- Friday; 8:30am- 4:30pm

Locations: Ronkonkoma, NY

Association for Mental Health and Wellness is seeking a Nonprofit CFO (Chief Financial Officer) to manage the financial operations of the agency, ensuring the agency’s financial health and sustainability. This role will oversee all financial reporting, budgeting, forecasting, financial analysis, and fiscal compliance requirements. The Nonprofit CFO will work closely with the CEO (Chief Executive Officer) and the Board of Directors to develop and implement strategies that support the agency’s mission and goals.

Key responsibilities may include, but are not limited to:

Financial Management

• Develop and implement financial strategies that support the agency’s mission and goals
• Manage and oversee all financial operations, including accounting, budgeting, forecasting, and financial analysis
• Ensure the accuracy and completeness of financial records, including the general ledger, accounts payable and receivable, payroll, and other financial systems
• Prepare and present financial reports to the CEO and Board of Directors, providing analysis and recommendations as needed
• Ensure compliance with all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements
• Develops and maintains systems of internal controls to safeguard financial assets; including establishing controls over financial reporting, fraud prevention, and disclosure
• Ensures that finance staff maintains financial record systems in accordance with generally accepted accounting principles, and monitors the use of all funds
• Manage relationships with external partners, including banks, auditors, and other financial service providers

Budgeting and Forecasting

• Develop and oversee the annual budgeting process, working closely with program leadership to develop realistic and achievable budgets
• Prepares operating budgets for Requests for Proposals (RFP’s) and participates in grant proposal writing and reports as requested
• Monitor actual performance against budget and provide regular updates and analysis to the CEO and Board of Directors
• Develop and maintain financial forecasting models that support long-term financial planning and decision-making

Strategic Planning and Leadership

• Work closely with the CEO and Executive leadership to develop and implement strategic plans and goals that support the organization’s mission and vision
• Lead the Finance Committee, collaborating with other committee members to provide strategic financial guidance and support to the organization
• Provide leadership and mentorship to the finance team (Accounting, Billing, Accounts Payable and Accounts Receivable) , fostering a culture of continuous improvement and professional development
• Responsible for the supervision of the Coordinator of Facilities and Maintenance and the oversight of Housing Program operations
• Oversee project for on-time delivery form outside vendors; IT, data warehouse, building and maintenance
• Collaborate with other program leadership to develop and implement strategies that support the organization’s mission and goals; driving program sustainability and growth

Board Relations and Reporting

• Report on the financial performance of the agency to the Board of Directors, including regular updates on budget performance, forecasts, and financial risks and opportunities
• Collaborate with the CEO and Board of Directors to develop and implement financial policies and procedures that align with the agency’s values and strategic goals
• Represent the agency at internal and external events and meetings, providing financial guidance and support as needed

Tax Filing and Compliance

• Oversee all tax filings and compliance requirements, ensuring that the agency is in compliance with all relevant laws and regulations
• Maintains a thorough working knowledge of federal, state and managed care reimbursement payment methodologies, including: contractual accounting, payment calculations, billing requirements and compliance issues
• Manage relationships with external auditors and other financial service providers to ensure compliance with all reporting and regulatory requirements

• Bachelor’s degree in Finance or Accounting and/or its equivalent required, CPA preferred.
• Minimum ten years’ in a CFO role required
• Behavioral health/healthcare experience preferred
• Knowledge of Health Insurance, including Medicaid, Medicare and MCO’s required; Behavioral Health billing a plus
• Experience working with finance and accounting software packages; knowledge of Fund EZ nonprofit accounting software preferred

• Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance

• Must have knowledge with specific funding sources: OMH, OTDA, HUD
• Excellent verbal and written communication skills required
• Exceptional organizational, communication, leadership, and interpersonal skills
• Accuracy and attention to detail are essential
• Strong quantitative and analytical skills required
• Demonstrated ability to set priorities, handle multiple assignments, and work with resourcefulness and efficiency in a fast-paced and changing environment
• A commitment to supporting psychiatric recovery and emotional healing and wellness

Send a resume and cover letter expressing your interest in this position to: Kathy Elfers, Chief People and Experience Officer at