Melville, New York, United States · Hybrid
$100k–$110k/yr
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
Melville, New York, United States · Hybrid
$130k–$140k/yr
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
Melville, New York, United States · On-site
$100k–$250k/yr
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
Melville, New York, United States · Remote OK
$109k–$127k/yr
Description The Vice President (VP), Banking Compliance is a senior leadership role responsible for overseeing and enhancing the Bank’s Compliance Management System (CMS) and compliance operations across deposit operatio…
Skills: Banking Compliance, HMDA Reporting, CRA Program Management, Fair Lending Analysis, Regulatory Oversight
Melville, New York, United States · Hybrid
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, Retirement Planning
Melville, New York, United States · Hybrid
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, Investment Strategy, Insurance Planning
Melville, New York, United States · On-site
$54k–$86k/yr
Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, …
Skills: Financial Planning, Wealth Management, Portfolio Implementation, Case Design, Scenario Building
Melville, New York, United States · Hybrid
$43/hr–$49/hr
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: Commercial Lines Insurance, Real Estate Insurance, Account Management, Risk Evaluation, Contract Review
Melville, New York, United States · On-site
$85k–$100k/yr
Overview As the Title Reader, New York, you will research public records and examine titles to determine any conditions or restrictions that may exist on property titles. What you will do Read/examine the abstract of pro…
Skills: Title Reading, Title Clearance, Public Records Research, Abstract Examination, Survey Review
Melville, New York, United States · Remote OK
$230k–$260k/yr
#LI-AE1 #LI-Remote 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 Experience, Deadline Management, Prioritization, Verbal Communication
Melville, New York, United States · On-site
SUMMARY: A Credit Products Officer specializes in either Corporate and Industrial (C&I) or Commercial Real Estate (CRE) loan requests and is responsible for preparing complete and accurate credit analyses in a timely man…
Skills: Credit Analysis, Underwriting, Financial Statement Analysis, Risk Rating, Cash Flow Analysis
Melville, New York, United States · On-site
ADP is hiring a Sales Representative, Small Business Services. Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and career advancement are some of the ways. Do you want to join a F…
Skills: B2B Sales, Cold Calling, Lead Generation, Relationship Management, Client Acquisition
Melville, New York, United States · On-site
$25/hr–$30/hr
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
Melville, New York, United States · On-site
INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an …
Skills: Claims Adjusting, Insurance Licensing, Disaster Recovery, Field Inspection
Melville, New York, United States · Hybrid
$146k–$242k/yr
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the …
Skills: Insurance Coverage Litigation, Legal Strategy, Oral Advocacy, Written Advocacy, Case Analysis
Melville, New York, United States · On-site
$140k–$160k/yr
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: Assistant Controller Reports To: V.P. of Finance Classificati…
Skills: Financial Reporting, Budgeting, Forecasting, Internal Controls, General Ledger Reconciliation
Melville, New York, United States · On-site
$85k–$147k/yr
Epic Certifications Required Epic certification - Coding Highly Preferred Epic certification - Deficiency Tracking and Release of Information Nice to have - Identity Epic Certification Job Description Supports and enhanc…
Skills: Epic Coding, Deficiency Tracking, Release of Information, Epic Identity, Financial Reporting
Melville, New York, United States · On-site
Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, …
Skills: Accounting, Financial reporting, QuickBooks, Microsoft Office, Cashflow planning
Melville, New York, United States · On-site
$85k–$147k/yr
Department Overview: Our team supports the design, build, and optimization of Epic applications focused on patient experience, engagement and access, including MyChart, Welcome (kiosk/arrival), scheduling, and patient co…
Skills: Epic Build, MyChart, Cadence, Prelude, Patient Access
Melville, New York, United States · Remote OK
$25/hr–$26/hr
This position is preferred to be located in Melville, NY at Corporate Headquarters, however Internal Remote applications are being considered. The Manager of Savings Performance will track and monitor APIs savings commit…
Skills: Data Analysis, Market Research, Financial Tracking, Report Writing, Microsoft Excel
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Manage and grow a book of high-net-worth clients by delivering tailored financial strategies and acting as a fiduciary. Collaborate with internal specialists to provide comprehensive retirement and wealth management recommendations.
Requires 5+ years of experience managing affluent client relationships and deep knowledge of investment solutions. Must obtain FINRA Series 7, 63, and 65/66 licenses, as well as Life and Health Insurance licenses, within 120 days.
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 clients. You will:
This is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.
TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.
Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth ManagementActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come. Visit tiaa.org to learn more about preparing for a more secure retirement. For our Terms of Use, please visit ter.li/termsofuse. 4127037
Offices: 730 Third Ave., New York, NY 10017, US · 8500 Andrew Carnegie Blvd., Charlotte, NC 28262, US · 1670 Broadway, Denver, CO 80202, US · 3965 Dallas Pkwy, Frisco, Texas 75034, US · Mumbi, IN
There are currently 133 open finance & accounting positions in Melville, NY listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include HUB International, Northwell Health, Equitable Advisors, WealthBridge Financial Group, Catholic Health, among others. Browse the listings above to see every active employer.
Yes — 56 of the 133 open finance & accounting positions offer remote or hybrid work (5 remote, 51 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
