Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor

LPL Financial

LPL Financial LLC is seeking a Senior Financial Representative for the Wealth Advisors Group to serve mass affluent clients virtually and over the phone. You will help maintain our book of 120,000 clients, assess their short- and long-term investment needs, and design solutions aligned with their financial goals. In a competitive, team-based environment, you will focus on delivering exceptional client experience, holistic financial planning, and ongoing relationship management while #J-18808-Ljbffr

Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Whitehall, NY vacancy
  •  ...Bank of America is seeking a Financial Advisor for the Merrill Advisor Development Program located in the Town of Charlotte, New York. You will engage with high-net-worth individuals, identify their needs, and offer tailored investment advice. The ideal candidate holds... 
    Suggested
    Full time

    Bank of America

    Whitehall, NY
    4 days ago
  • 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 drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day, and we are committed...
    Suggested
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Whitehall, NY
    4 days ago
  • 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. ...
    Suggested
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Whitehall, NY
    1 day ago
  •  ...Bank of America is seeking a Financial Solutions Advisor in the Town of Charlotte, NY. The role involves providing comprehensive financial advice, collaborating with banking and investment partners, and delivering presentations to clients. Candidates must possess Series... 
    Suggested

    Bank of America

    Whitehall, NY
    17 hours ago
  • $150k - $180k

     ...will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals. You will...  ...educate advisors on strategies. Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate... 
    Suggested
    Full time
    Work at office
    Flexible hours

    AssetMark

    Whitehall, NY
    4 days ago
  • $84.6k - $132k

    Global Operations Management Reporting & Analytics is looking for a motivated individual with strong quantitative skills and experience with time-series forecasting, capacity planning, simulation modeling, and/or operations research. This individual will be responsible...
    Shift work
    Day shift

    Bank of America

    Whitehall, NY
    17 hours ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals...  ...investment advice and guidance. Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high... 
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Whitehall, NY
    4 days ago
  •  ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    94-1687665 Bank of America, National Association

    Whitehall, NY
    2 days ago
  • Bank of America is seeking a motivated individual to engage clients in the lobby and assist with banking transactions through self-service resources like mobile and online banking. The role involves processing cash transactions and understanding clients' financial priorities...
    Flexible hours

    Bank of America

    Whitehall, NY
    1 day ago
  • Job Overview Engage clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients, have deep conversations to understand...
    Shift work
    Weekend work
    Day shift

    Bank of America

    Whitehall, NY
    1 day ago
  • Position: Teller Location: Central - Charlotte, NC Job Id: 1113 # of Openings: 1 Address: 900 Central Avenue, Charlotte, NC 28204 Job Grade: 5 Primary Functions: Under the direction of the Branch Manager, Assistant Branch Manager or Lead Teller, perform a variety of duties...
    Night shift

    Skyla Credit Union

    Whitehall, NY
    2 days ago
  • Dormont Manufacturing Co located in New York, Town of Charlotte, is seeking a Financial Analyst to analyze bank statements and assess risks related to various business types. The ideal candidate will have over 3 years of relevant experience and a strong understanding of...

    Dormont Manufacturing Company

    Whitehall, NY
    18 hours ago
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Credit Analyst II is primarily responsible for partnering with Portfolio Managers...
    Work at office
    Local area

    Fifth Third Bank, National Association

    Whitehall, NY
    17 hours ago
  • Your Role at a Glance Analyse bank statements, management accounts and non-financial data of new and existing customers to understand cash conversion cycles, repayment capacity and overall collectability Identify and assess the risks involved in funding a variety of business...
    Work at office
    Remote work
    Flexible hours
    3 days per week

    Wayflyer

    Whitehall, NY
    3 days ago
  • About Wayflyer Today's small businesses need a capital provider that keeps pace with their growth ambitions. Traditional financing options are slow, cumbersome and often out of reach. That's why we built Wayflyer. Our technology allows us to assess businesses in minutes...
    Work at office
    Worldwide
    3 days per week

    Wayflyer

    Whitehall, NY
    3 days ago
  • M/I Homes has been building new homes of outstanding quality and superior design for 50 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 170,000 homeowners ...
    Work experience placement
    Work at office
    Monday to Friday

    Dormont Manufacturing Company

    Whitehall, NY
    2 days ago
  • M/I Homes is actively seeking a Mortgage Loan Processor/Specialist to join their builder financing subsidiary, M/I Financial, located in Charlotte, NY. The ideal candidate will have at least three years of experience in processing FHA, VA, and Conventional mortgage loans...

    Dormont Manufacturing Company

    Whitehall, NY
    18 hours ago
  •  ...National Wealth Fund seeks a Financial Crime Manager to strengthen and oversee the Fund’s financial crime framework. Hybrid role with Leeds office, reporting to Senior Manager. You will advance risk assessments, due diligence, investigations, and control improvements... 
    Work at office

    National Wealth Fund

    Whitehall, NY
    18 hours ago
  • Job Description This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments...
    Work at office
    Flexible hours
    Shift work
    Day shift

    Dormont Manufacturing Company

    Whitehall, NY
    1 day ago
  • Bank of America is seeking a Technology Risk & Regulatory Engagement Lead to drive complex regulatory, audit and GCOR engagements within Global Technology. You will lead design and testing of controls, coordinate subject matter experts, and deliver timely responses to ...

    Bank of America

    Whitehall, NY
    18 hours ago
  • $160k - $180k

     ...Description: Director, Adhesion Investment Platform Management Job Description Adhesion Wealth® is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their own... 
    Work at office
    Flexible hours

    Dormont Manufacturing Company

    Whitehall, NY
    17 days ago
  • Join the Bank of America HENFP Banking Group as a Credit Officer II, where you will provide expert advisory on complex, integrated debt capital solutions for 501(c)(3) not‑for‑profit clients including healthcare, universities, schools and cultural organizations. Responsibilities...
    Shift work
    Day shift

    Bank of America

    Whitehall, NY
    3 days ago
  • $155.53k - $259.15k

    Job Overview The VPII of Technology Portfolio Management is responsible for providing portfolio management support to agile and project teams. This role supports the following EPMO service offerings: Program Epics Management, People Management & Coaching, Quality Management...
    Work at office

    LPL Financial

    Whitehall, NY
    11 days ago
  • Hayward Holdings Inc. (NYSE "HAYW") is the largest manufacturer of residential swimming pool equipment in the world, with a significant presence in the commercial pool market that is continuously growing. Hayward designs, manufactures, and markets a full line of residential...
    Contract work

    Hayward Industries Inc

    Whitehall, NY
    3 days ago
  • $75k - $82k

    Financial Analyst Snelling ProSearch is hiring for a world-leading OEM of turnkey robotic machinery solutions is looking for a Financial Analyst to join their growing team! The Financial Analyst will provide accounting and operations support in order for the company to ...

    ProSearch Recruiting Partners Inc

    Whitehall, NY
    1 day ago
  • Sumitomo Mitsui Banking Corporation is seeking a Product Control Analyst to support the Coverage & Capital Markets and Structured Finance Solutions businesses. The role emphasizes lending activities and serves as a control point among Front Office, Finance, Risk, Treasury...

    Sumitomo Mitsui Banking Corp

    Whitehall, NY
    17 hours ago
  • $90k - $125.9k

     ...Private Bank works with clients to build a comprehensive financial strategy, providing proactive recommendations to grow and preserve wealth. The Private Bank Finance team is part of the broader Consumer / GWIM Finance team. The team’s primary focus is to support the... 
    Work experience placement
    Bank staff
    Work at office
    Shift work
    Day shift

    Bank of America

    Whitehall, NY
    17 hours ago
  • The Senior Financial Analyst is a strategic, high-visibility role that partners directly with senior leadership to shape financial strategy, influence key business decisions, and drive sustainable performance across the organization. In coordination with the Director of...
    Work at office

    Default Brand

    Whitehall, NY
    3 days ago
  • Snelling ProSearch, a world-leading OEM of turnkey robotic machinery solutions, is seeking a Financial Analyst to support accounting and operations, aiding strategic planning and forecasting initiatives. The Financial Analyst will prepare cost estimates, manage budgets,...

    ProSearch Recruiting Partners Inc

    Whitehall, NY
    17 hours ago
  • $200k

    Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence...
    Temporary work
    Work experience placement
    Summer work
    Internship
    Summer internship

    Dormont Manufacturing Company

    Whitehall, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!