Job Description. Job Description. Position Overview. We are seeking an experienced and detail-oriented. Bookkeeper/Accounting. Manager to oversee the financial operations of our company. This role is responsible for recording transactions, managing accounts. payable/receivable. and preparing monthly financial statements, including the income statement and balance sheet. The ideal candidate will have a strong understanding of accounting principles...
Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future. We are seeking a highly organized. Talent Sourcer (Part Time). In this role, you will play a critical part in identifying and engaging top talent for a variety of roles. The ideal candidate will have a passion for sourci...
Title Job New Business Coordinator - Life Insurance Firm. Position Title. New Business Coordinator. Company. Laffie Financial Group. Location. Syosset, NY, Onsite. Employment Type. Full-Time. Overview. The New Business Coordinator ensures smooth onboarding of clients and manages the life insurance application process. This role involves coordinating with clients, agents, carriers, and internal teams to maintain efficient workflows and exceptional...
Title Job New Business Coordinator - Life Insurance FirmPosition Title : New Business CoordinatorCompany : Laffie Financial GroupLocation : Syosset, NY, OnsiteEmployment Type : Full-TimeOverview : The New Business Coordinator ensures smooth onboarding of clients and manages the life insurance application process. This role involves coordinating with clients, agents, carriers, and internal teams to maintain efficient workflows and exceptional cust...
Profile. Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future. We are seeking a detail-oriented and organized Part-Time Office Facilitator to support our Hauppauge office operations. This role involves a variety of administrative tasks, client interactions, and equipment ma...
Profile. Our work at Center for Wealth Preservation is critical to the financial well-being of individuals, families, businesses, and communities. We are driven to help people feel more secure and more prepared for their financial future. We are seeking a detail-oriented and organized Part-Time Office Facilitator to support our Hauppauge office operations. This role involves a variety of administrative tasks, client interactions, and equipment ma...
About Us. The Center for Wealth Preservation is a leading wealth and financial management firm. Our team of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth individuals, professional athletes, corporations, and foundations. We take pride in our strong ethical framework and dedication to providing outstanding customer service. Our mission is to offer the right solution...
Interested in pursuing one of the highest-earning and most rewarding career paths. CWP is a modern, technology-driven, innovative, Financial Services business with a powerful team-focused approach to client success. Afford yourself the opportunity to build your own business without the upfront costs. This is more than a career, it’s a calling. Unlike most entrepreneurs or start-ups, you’ll have the support, mentorship, and leads to take your care...
Job Description. Are you ready to embark on one of the most lucrative and fulfilling career paths available. At CWP, we're not just a financial services firm-we're a modern, technology-driven, and innovative force in the industry, dedicated to our clients' success. What Makes Us Unique. Support and Mentorship. Unlike most entrepreneurs or start-ups, we provide the support, mentorship, and leads to propel your career forward. Fast-track Planning A...
