Financial Advisor
$100kWizeHire
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation $100,000 at plan earnings Responsibilities Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs Qualifications Must have the ability to successfully network and prospect for new clients Must have effective relationship management skills Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary. Strong communication skills, both verbal and written, to effectively convey financial concepts. Self-motivated with a strong desire to learn and grow within the insurance and financial services field. Valid driver's license and the use of a vehicle. Benefits 401(k) with a 4% match. Retirement plan. Life and Disability Insurance. Health Coverage Medical/Pharmacy, Dental, Vision. About Company For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, together. Insurance Investments Retirement Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity #J-18808-Ljbffr
- ...Description Our firm is 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...Suggested
- ...a positive impact. Ready to Build a Meaningful Career? * If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect. Apply anytime-there is no deadline, and we are always looking for exceptional talent. * Comprehensive...SuggestedLocal area
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...New York Life Nassau County General Office seeks a self-motivated professional to help clients build long-term financial security using life insurance, annuities and investments. You’ll join a three-year training program with marketing support and mentorship from successful...SuggestedWork at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at office$120k
...Our firm is 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...Work at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Work at office- Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...Full timePart timeImmediate start
- ...Financial Consultant Location: Garden City, NY 11530 The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist...Bank staffLocal areaNight shift
$26.73 - $30.88 per hour
...Articulate required information in a manner that patients, guarantors and family members understand, ensuring clear explanation of their financial responsibilities and expectations. Assume clinical and financial risk of the organization when collecting and documenting...Hourly payPart timeWork at office- ...Financial Advisor – Long Island, NY A unique succession opportunity is available with a respected independent wealth management firm that offers true operational control, open architecture, and the chance to build real enterprise value. As a senior advisor approaches...Immediate start
- ## Financial Advisor Associate - Bethpage, NYPostulerremote type: Sur placelocations: Bethpage, New Yorktime type: Temps pleinposted on: Publié il y a 7 jour(s)time left to apply: Date de fin : 3 juillet 2026 (Il reste 12 jours pour postuler)job requisition id: R\_14799...Temporary workTraineeshipWork experience placementCasual workWork at office
$90k - $120k
...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 premier,...Interim roleWork at officeWork from homeAfternoon shift$27.2 per hour
...part of our team of healthcare heroes and discover why Catholic Health was named Long Island's Top Workplace! Job Details Financial Counselors as part of Patient Access Department are responsible for verifying patient's insurance coverage and, as necessary, obtaining...Contract work$72.28k - $108.16k
...dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial...Work at office- ...Company Description MassMutual is a long-established financial services company founded in 1851, built on the principle of “living mutual... ...at Role Description This full-time on-site Financial Advisor role is based in Greenvale, NY. The Financial Advisor will meet...Full timeWork at office
$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayShift workDay shift- The FP&A Analyst conducts analyses and provides financial insights that support optimal business decision making across the business unit. Reporting to the DVP Business Unit Controller, he/she provides financial consulting and strategic support to senior management, including...
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full... ...~ Minimum 5 years of experience as a wealth advisor, financial advisor, or private wealth professional with a demonstrated record...Work at officeImmediate start
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$150k - $200k
...Senior Financial Advisor CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm, we...Temporary workFlexible hours- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...Full timeRemote work
$97k - $127k
...would like to meet you. Location : Garden City, NY Overview: Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors will prepare wealth plans and financial updates including...Permanent employmentTemporary workWork at officeFlexible hours- Webster Bank in the New York metropolitan area is seeking a Banking Center Manager to lead daily sales, service, and operations. You will cover the branch in the Manager's absence and guide staff to deliver exceptional client experiences. You will build relationships with...
- Lead Deep Client Relationships Serve as the lead advisor and trusted partner for high-net-worth clients and families Build long-term relationships... ...Act as the “quarterback” across all aspects of clients’ financial lives Deliver Sophisticated Financial Planning Develop and...
$32k
A community-focused financial institution in New York is seeking a Financial Advisor to provide long-term investment planning services. The ideal candidate will have a strong sales background, experience in the financial market, and relevant certifications. This hybrid...- Job Title Job Locations: Alpharetta, GA; Charlotte, NC; Chicago, IL; Conshohocken, PA; Dallas, TX; Denver, CO; Fargo, ND; Garden City, NY; Houston, TX; Lenexa, KS; Lubbock, TX; Morristown, NJ; Mt Juliet, TN; New York, NY; Purchase, NY; Topeka, KS Strong familiarity...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!

