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Finance & Accounting Jobs in Melville, NY (Now Hiring) — 110 open

WealthBridge Financial Group logoWealthBridge Financial Group

Wealth Management Advisor Trainee (New York)

Melville, New York, United States · Hybrid

Entry level

About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation,…

Skills: Financial Planning, Wealth Management, Client Relationship Management, Investment Strategy, Estate Planning

WealthBridge Financial Group logoWealthBridge Financial Group

Sales Advisor (Training & Marketing Provided) (Long Island)

Melville, New York, United States · Hybrid

Entry level

About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation,…

Skills: Financial Planning, Client Relationship Management, Wealth Management, Consultative Sales, Investment Strategy

Northwell Health logoNorthwell Health

Senior Epic Cadence Analyst (Senior Product Services & Management Analyst)

Melville, New York, United States · On-site

$85k–$147k/yr

Mid level$59M raised

Job Description Supports and enhances products on larger, more complex or multiple products for enterprise resource planning, budgeting, data warehousing, and financial reporting. Collaborates with Finance and vendors to…

Skills: Epic Certification, Epic Cadence, Epic Prelude, Financial Reporting, Data Warehousing

HUB International logoHUB International

Assistant Account Executive

Melville, New York, United States · Hybrid

$32/hr–$42/hr

Mid level$8.5B raised

Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures whe…

Skills: Insurance Processing, Policy Review, Mathematical Skills, Communication Skills, Computer Literacy

Always Compassionate Health logoAlways Compassionate Health

Director of Payroll

Melville, New York, United States · On-site

Senior

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Title: Director of Payroll Reports To: Vice President of Finance Cla…

Skills: Payroll Administration, Payroll Tax Compliance, Multi-state Payroll, FLSA Knowledge, IRS Regulations

EPIC Insurance Brokers & Consultants logoEPIC Insurance Brokers & Consultants

Private Client Associate

Melville, New York, United States · Hybrid

$33/hr–$41/hr

Entry level

LOCATION: Hybrid to Melville, NY, Bridgehampton, NY, Jersey City, NJ and Summit, NJ Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the i…

Skills: Oral Communication, Written Communication, Problem-Solving, Time Management, Organizational Skills

Northwell Health logoNorthwell Health

Director, Revenue Cycle

Melville, New York, United States · On-site

$105k–$183k/yr

Senior+$59M raised

Job Description Directs, plans, and organizes revenue cycle information systems activities for the Health System. Collaborates with Information Services and Finance to ensure optimal system-wide best practices. Plans, or…

Skills: Revenue Cycle Management, Strategic Planning, Financial Goal Setting, Budget Management, Denials Management

Northwell Health logoNorthwell Health

Manager, Revenue Cycle

Melville, New York, United States · On-site

$75k–$126k/yr

Senior$59M raised

Job Description Manages, plans, and organizes enterprise revenue cycle transformation initiatives; participates in the ongoing process to identify opportunities to refine applications and workflow to meet business object…

Skills: Revenue Cycle Management, Enterprise Transformation, Leadership, Financial Management, Business Analytics

TIAA logoTIAA

Wealth Management Advisor (Melville, NY)

Melville, New York, United States · Hybrid

$100k–$110k/yr

Senior$2.0B raised

Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth c…

Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset

Andersen logoAndersen

Manager, Sage Implementation - Accounting Advisory/Private Accounting Solutions

Melville, New York, United States · On-site

Senior

Application Notice We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your locati…

Skills: Accounting Advisory, Private Accounting, Sage Intacct, US GAAP, Investment Accounting

Ryan Specialty logoRyan Specialty

Underwriting Technical Assistant

Melville, New York, United States · On-site

$22/hr–$27/hr

Entry level$1.5B raised

Position Summary The Underwriting Technical Assistant is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role re…

Skills: Policy Administration, Underwriting Support, Data Entry, Commercial Insurance, Risk Assessment

Ryan Specialty logoRyan Specialty

Underwriting Technical Assistant-3

Melville, New York, United States · On-site

$22/hr–$27/hr

Entry level$1.5B raised

Position Summary The Policy Processing Representative is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role re…

Skills: Policy Processing, Underwriting Support, Data Entry, Commercial Insurance, MS Excel

ConnectOne Bank logoConnectOne Bank

Senior Credit Analyst - C&I

Melville, New York, United States · Hybrid

$110k–$125k/yr

Senior$50M raised

Description About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we’re builders — of businesses, communities, and equity. Most importantly, we’re building opportunitie…

Skills: Financial statement analysis, Underwriting, Collateral analysis, Risk rating, Trend analysis

Kahana Feld logoKahana Feld

Billing Manager

Melville, New York, United States · Hybrid

$130k–$150k/yr

Senior+

Description The Billing Manager is responsible for leading and overseeing the firm’s billing operations across the firm. This role partners closely with attorneys, practice group leaders, and finance leadership to ensure…

Skills: Legal Billing, Revenue Cycle Management, Team Leadership, Financial Reporting, E-billing Platforms

Dental365 logoDental365

Revenue Cycle Agent (Dental Biller)

Melville, New York, United States · On-site

$25/hr–$30/hr

Mid level

Prior experience with dental billing/insurance accounts receivable required! Must have strong communication and organizational skills. POSITION DETAILS: Location: Melville Headquarters Office - 105 Maxess Rd., N107 Melvi…

Skills: Dental Billing, Insurance Accounts Receivable, Data Entry, Medical Coding, Claims Processing

CBIZ logoCBIZ

Tax Senior Manager I Private Client Services

Melville, New York, United States · Hybrid

$170k–$225k/yr

Senior+

#LI-CL1 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and te…

Skills: Public Accounting, Supervisory Management, Client Engagement Management, Deadline Management, Verbal Communication

Citizens Financial Group, Inc. logoCitizens Financial Group, Inc.

Mortgage Loan Officer-NY Std

Melville, New York, United States · On-site

$100k–$250k/yr

Mid level

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your c…

Skills: Residential Mortgage Sales, Relationship Management, Loan Application Processing, Customer Service, Business Development

HUB International logoHUB International

Senior Account Executive

Melville, New York, United States · Hybrid

$130k–$140k/yr

Senior$8.5B raised

Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures whe…

Skills: Account Management, Employee Benefits Design, Claims Resolution, Insurance Brokerage, Analytical Skills

EPIC Insurance Brokers & Consultants logoEPIC Insurance Brokers & Consultants

Senior Client Executive - Northeast Construction

Melville, New York, United States · Hybrid

$125k–$150k/yr

Senior+

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…

Skills: Commercial Property & Casualty Insurance, Construction Risk Management, Client Relationship Management, Contract Review, Risk Transfer Analysis

Northwell Health logoNorthwell Health

Senior Clinical Analyst (Cardiac Services) - Senior Product Services & Management Analyst

Melville, New York, United States · On-site

$85k–$147k/yr

Mid level$59M raised

Overview: Senior Product Services & Management Analyst position is required to support cardiology applications and Syngo Dynamics reporting and clinical templates, which will continue post-Epic go-live. It requires speci…

Skills: Clinical Template Design, Epic, Diagnostic Cardiology, Syngo Dynamics, Project Management

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Showing 1–20 of 110

WealthBridge Financial Group logo

Wealth Management Advisor Trainee (New York)

WealthBridge Financial Group

Melville, New York, United States • Hybrid

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Entry level

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  • Full-time
  • Ongoing Training, Licensing Support, Professional Development, Digital Marketing Support, Business Development Tools
  • Posted 2d ago
  • ~40 hrs/week

Responsibilities

Develop and maintain long-term client relationships by designing personalized financial strategies for retirement, investment, and estate planning. Build a book of business through networking and collaborate with internal specialists to provide holistic financial solutions.

Requirements

Seeking an entrepreneurial, self-motivated individual with strong communication skills and an interest in wealth management. Prior experience in sales, finance, or client service is considered a plus but is not required.

Full job description

About Us

At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.

www.wealthbridgefg.com

Position Overview

We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

Key Responsibilities
  • Develop and maintain long-term client relationships through a client-first, consultative approach
  • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
  • Provide education and guidance to help clients make informed financial decisions
  • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
  • Build and grow your own book of business through networking, referrals, and marketing initiatives
  • Stay current on financial markets, products, and planning strategies
Ideal Candidate
  • Entrepreneurial mindset with strong interpersonal and communication skills
  • Desire to build a client-focused business and long-term career
  • Self-motivated, disciplined, and goal-oriented
  • Interest in financial services, wealth management, or business development
  • Prior experience in sales, finance, or client service is a plus (not required)
Who You’ll Work With

You’ll serve a diverse client base including:

  • Individuals and families
  • Business owners
  • Institutions and organizations
Why Join WealthBridge?
  • Be part of a firm focused on people, impact, and outcomes
  • Build a career with uncapped growth potential
  • Work in a supportive environment that values collaboration and innovation
  • Help clients navigate complex financial decisions with confidence
What sets us apart from other firms?
  • Access to a collaborative network of experienced professionals and mentors
  • Advanced planning resources, digital marketing support, and business development tools
  • Flexible career path with entrepreneurial growth opportunities
  • Ongoing training, licensing support, and professional development
  • Technology platforms and tools to help streamline client engagement and planning
  • A culture focused on integrity, innovation, and long-term client success

Related keywords

Wealth ManagementFinancial PlanningInvestmentInsuranceEstate PlanningRetirement PlanningBusiness DevelopmentClient AcquisitionFinancial ServicesConsultative ApproachHolistic SolutionsFinancial Markets

About WealthBridge Financial Group

LinkedInVisit site

People. Impact. Outcome. We'll help you reach your financial goals so you can take care of the rest.

Industry
Financial Services
Company size
51-200 employees
Headquarters
New York, New York
LinkedIn followers
6,403

At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning. Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey Explore what it means to build lasting wealth with the right team by your side! Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3

Offices: 675 3rd Ave, Suite 900, New York, New York New York , US · 1 Jericho Plaza, Suite 101a, Jericho, New York 11753, US · 39-15 Main St, Suite 500, Queens, New York 11354, US · 675 3rd Ave, Suite 900, New York, New York New York , US

Wealth ManagementFinanceFinancial Services
View all jobs at WealthBridge Financial Group

Frequently asked questions

How much do Finance & Accounting jobs in Melville, NY pay?

Based on 90 listings with disclosed salaries, most finance & accounting jobs in Melville, NY pay between $35k–$147k per year. Individual offers vary with seniority, company size, and specialization.

How many Finance & Accounting jobs are open in Melville, NY right now?

There are currently 110 open finance & accounting positions in Melville, NY listed on Clera. New openings are added daily as companies post roles.

Which companies are hiring for Finance & Accounting roles in Melville, NY?

Companies currently hiring include Northwell Health, HUB International, New York Life, Travelers, WealthBridge Financial Group, among others. Browse the listings above to see every active employer.

Are there remote or hybrid Finance & Accounting jobs in Melville, NY?

Yes — 54 of the 110 open finance & accounting positions offer remote or hybrid work (9 remote, 45 hybrid).

How do I apply for Finance & Accounting jobs in Melville, NY?

Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.

Finance & Accounting jobs in other cities

New York, NYChicago, ILAtlanta, GABoston, MAHouston, TXDallas, TXSan Francisco, CALos Angeles, CAAustin, TXCharlotte, NC

Other jobs in Melville, NY

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