Financial Advisor
$75.9k - $126.5kM&T Bank
Location Long Island Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients. What You’ll Do Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships Deliver customized investment, insurance, and wealth management solutions Lead portfolio reviews and provide proactive financial guidance aligned with clients' goals Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs Grow your practice within a highly collaborative and referral-rich environment Experience Required Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable Insurance (LAH) licenses Why M&T Established referral network and client acquisition opportunities Collaborative Wealth, Retail, and Business Banking partnerships Robust planning, investment, and lending solutions Opportunity to expand your practice in the Long Island market About Wilmington Advisors @ M&T Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Hauppauge, New York, United States of America #J-18808-Ljbffr M&T Bank
$90k
...Join Eastern Advisory Group as a Financial Advisor, and be part of a team that empowers clients to achieve their financial goals. We are proud of our legacy, built over 175 years, of helping families and businesses thrive. As a Financial Advisor, you're guide clients through...SuggestedEastern Advisory Group
Hauppauge, NY3 days ago$75.9k - $126.5k
...Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated...SuggestedWork experience placementM&T Bank
Hauppauge, NY1 day ago$75.9k - $126.5k
Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment...SuggestedWork experience placementLocal area- Effie Knuth - State Farm Agent is seeking a motivated financial services professional in the Town of Islip, New York. In this role, you will consult with clients on financial planning and provide guidance on life and health insurance strategies. The ideal candidate will...SuggestedFlexible hours
- Teachers Federal Credit Union is seeking a Senior Financial Services Representative in New York. You will engage members in person and virtually, manage a book of business, and support consumer, small business and lending services to drive revenue. You will build strong...Suggested
- Eastern Advisory Group in the United States is seeking a Financial Advisor to guide clients toward their financial goals within a legacy of 175 years, backed by the stability of a Fortune 500 partner. You will build personalized plans, nurture client relationships, educate...
$24.5 - $28 per hour
A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will...Hourly pay- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
Tri-State Wealth Advisors of Prudential Advisors
Melville, NY19 hours ago - ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
Voya Financial
Melville, NY4 days ago $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 record...WizeHire
Melville, NY2 days ago$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 officeUnavailable
Melville, NY1 day ago- ...individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align... ...clients. Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth...
Jobtailor
Melville, NY19 hours ago - Jennifer O'Brien State Farm Agency in Smithtown, NY, is looking for a State Farm Insurance Agent to join their team. This role is vital to building customer relationships and promoting various State Farm products such as auto, home, and life insurance. The ideal candidate...
$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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Melville, NY1 day ago$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the...Flexible hoursCharter Oak Insurance and Financial Services
Melville, NY2 days ago$30k - $60k
...tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to... ...satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you...Full timeTraineeshipRelocationMonday to FridayMORGAN WILSHIRE SECURITIES INC
Smithtown, NYmore than 2 months ago$142.1k - $236.8k
...all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize...Full timeTemporary workWork experience placement$85k - $132k
...Job Description Job Description Financial Advisor / Financial ProfessionalAbout the Opportunity We are looking for motivated and forward-thinking, people-focused individuals who are passionate about making a positive impact in the lives of others. As a Financial Professional...Flexible hoursNew York Life - Melville
Melville, NY2 days ago- ...Job Description Job Description Job Description: Financial Adviser Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and satisfaction? Are you looking for a career that will leverage...Work experience placementFlexible hours
The Quintessential Experience
Brentwood, NY2 days ago $65k - $80k
Job Description: This position provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting...Temporary workMonday to FridayShift workDay shift$66.56k - $99.32k
...dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$24k
Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City,...Permanent employmentContract workLive inWork at officeFlexible hours$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth...Work at officeLocal areaLPL Financial
Islandia, NY3 days ago- ...M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high... ...comprehensive wealth solutions. Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities license...
001 Manufacturers and Traders Trust Co
Hauppauge, NY4 days ago - ...LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting... ...at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role...Work at officeLocal area
LPL Financial
Hauppauge, NY4 days ago $142.1k - $236.8k
...all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors, and Trust Officers to assess the client's current financial situation, goals and objectives to determine solutions through the financial planning process....Temporary workWork experience placementLocal area001 Manufacturers and Traders Trust Co
Hauppauge, NY4 days ago- ...The Senior Financial Representative within LPL Financial's Wealth Advisors Group helps manage a book of 120,000+ clients, delivering tailored investment solutions over the phone and virtually. You will combine exceptional service with financial planning to meet each client...Immediate start
LPL Financial
Melville, NY2 days ago - ...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,...Full timeTemporary workFlexible hours
Edward Jones
Stony Brook, NY4 days ago - ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America Corporation
Patchogue, NYa month ago $100k
...Job Description Job Description Join Eastern Advisory Group as an entry-level financial advisor and be part of a team that empowers individuals and businesses to achieve financial success. You'll have the chance to grow your skills in a supportive environment backed...Permanent employmentFlexible hoursEastern Advisory Group
Hauppauge, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- jde finance consultant Hauppauge, NY
- estate planning consultant Hauppauge, NY
- associate corporate finance Hauppauge, NY
- wealth advisor Hauppauge, NY
- financial planning associate Hauppauge, NY
- financial consultant Hauppauge, NY
- financial planner Hauppauge, NY
- financial counselor Hauppauge, NY
- finance associate Hauppauge, NY
- financial associate Hauppauge, NY