Wealth Advisor
Eastern Advisory Group
Eastern Advisory Group in Hauppauge, NY seeks a Financial Representative to guide individuals, families, and businesses toward long-term financial goals. No prior experience required; through our structured training, you’ll build a business and start a rewarding career in financial services. Responsibilities include building client profiles, nurturing relationships, crafting customized strategies, and delivering informed product recommendations. #J-18808-Ljbffr
- ...reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives. Collaborate with Merrill Financial Advisor Teams to promote portfolio growth, prioritize sourcing prospective clients, and provide customized solutions while maintaining...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...SuggestedFull timeContract workFor contractorsWork at office$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... ...achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$55k - $130k
...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on... ...Requirements * Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming...SuggestedFlexible hours- Job Title Simple Staffing is hiring for this position on behalf of New York Life Insurance Company About New York Life Founded in 1845, New York Life Insurance Company is the largest mutual life insurance company in the United States and one of the most respected...SuggestedFlexible hours
- ...of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary...Full timePart timeImmediate start
- ...recommendations that align with the goals of both existing and prospective clients. Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. Effectively prioritize sourcing prospective clients, capitalizing...
$142.1k - $236.8k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... .... Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation...Full timeTemporary workWork experience placement$90k - $120k
...days in office) Base Salary: $90,000 - $120,000 + Bonus + Full Benefits Experience: 2-3+ Years in Wealth Management / Financial Planning Are you an experienced Financial Advisor tired of cold calling and relentless production quotas? Talent Harbor has been retained by a...Interim roleWork at officeWork from homeAfternoon shift$100k - $150k
...Brief Description Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team... ...(required) Previous experience as a Financial Advisor, Wealth Manager, or similar role Relevant licenses (e.g., Series 7, Series...Permanent employmentRemote work$80k - $150k
Posted 2 days ago Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track...- ...requirements Compensation that is 100% benefitable, regardless of the product or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$100k
...rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals....- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial... ...planning. Provide retirement planning, investment, and wealth management solutions tailored to client needs. Educate clients...
$100k - $150k
Overview Wealth Enhancement is an independent wealth management firm that offers personalized financial planning. We are seeking a Financial Advisor to join our Long Island office in New York as part of an advisory team. The role involves managing client relationships,...Full timeTemporary workWork at officeFlexible hours$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full‑time student; juniors and seniors preferred...Full timeInternshipLocal areaFlexible hours- ...services tailored to their clients needs. This exciting opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch...Work at officeLocal area
- ...SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net...Work at officeImmediate start
- ...M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales...
- WealthBridge Financial Group in Hicksville, NY is seeking motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with support from an experienced and collaborative...
- ...Position Summary Center for Wealth Preservation (CWP) is seeking 1–2 Junior Financial Advisors to join our growing wealth management team. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial...Local area
$97k - $127k
...Associate Wealth Advisor Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide...Permanent employmentTemporary workWork at officeFlexible hours$72k - $141k
...issued to Public Companies as well as Financial Institutions such as large depository institutions, insurance companies and investment advisors. The Individual in this position will investigate and maintain complex professional liability claims and work within specific...Full timeWork experience placementWork at officeLocal areaShift work- Bank of America seeks a client-focused team member to engage lobby clients, educate on self-service banking, and assist with transactions. You will handle cash, build relationships, and connect clients to suitable financial solutions while ensuring compliance and exceptional...Work at officeShift work
$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth...Temporary workWork experience placement$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred...Full timeFor contractorsInternshipLocal areaFlexible hours- Job Title Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment...
- Northwestern Mutual invites you to join its College Financial Representative internship program in Melville, NY. You will learn to prospect, build a client base, and develop a business strategy while supported by a Fortune 500 company and local experts. You’ll gain hands...Full timeInternshipLocal areaFlexible hours
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