Financial Advisor
$60k - $200kNew York Life, Coelho Group — Bridgewater Careers
Compensation:
$60,000 - $200,000
Responsibilities:- Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
- Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
- Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
- Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
- Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
- Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
- Strong relationship management skills and/or experience required
- Ability to successfully network to prospect new potential clients is a must
Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible financial strength ratings from 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 68 Consecutive years, we have led the Million Dollar Round Table 2, with more members than any other financial institution in the world.
#WHINS2Compensation details: 60000-200000 Yearly Salary
PId5a068f4c58a-37344-41153316
$80k - $100k
Responsibilities Create customized financial plans using our products and services based on each client’s potential life and financial... ...financial products. Hire, develop, and expand our field of advisors across the state. Lead and motivate the sales team by setting...Suggested$99k
...Job Description Job Description Join NYL - Patrick Piscitelli as a Bilingual Financial Advisor and make a real impact in people's lives. You'll empower individuals and families to achieve their financial goals with guidance that's both practical and personalized. We...Suggested- NYL - Patrick Piscitelli in Massachusetts seeks an energetic sales leader to develop and expand our financial advisory practice. You will recruit, coach, and manage a team of agents, drive revenue growth, and guide associates through a six‑month training program and the...Suggested
$60k
...Financial AdvisorThe Financial Advisor plays a crucial role in providing comprehensive financial guidance and investment advice to our valued clients. This expertise helps clients make informed decisions about their financial goals, investment strategies, retirement planning...SuggestedLocal areaFlexible hours- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...Suggested
$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 office$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- An established industry player is seeking Financial Professionals to assist clients in achieving their financial aspirations. This role involves offering a wide range of financial products and services, ensuring clients receive high-quality support and strategic guidance...
$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 officeDay 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 officeFlexible hoursDay shift- MetLife is seeking a Financial Consultant II to support multiple Regional Market/Specialty Accounts clients. You will oversee day-to-day financial support and administer group benefit products, collaborating with clients, brokers, and partners to deliver outstanding service...
$61k - $250k
Northwestern Mutual is seeking motivated individuals to become financial advisors in Rockland, Massachusetts. This role allows you to build a client base and create tailored financial plans to help clients achieve their goals. Successful candidates will have a Bachelor...$74.5k - $99.3k
...organization committed to supporting customers when they need us most. The Opportunity Are you ready to join an amazing team of financial experts who are passionate about numbers, analytical skills, and customer satisfaction? Do you want to work for a global leader in...Temporary workLocal areaFlexible hours$100k
Financial Advisor - Career Changers Welcome! Change your career while making an impact. Full training and mentorship program in sales, finance, leadership, and entrepreneurship. Are you ready to take the reins and lead your own path to success as a business owner? It...Full time- ...What you will do: Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you...Part timeWork at officeLocal area
- ...increased responsibilities in branch operations. You will not only be a trusted advisor to customers but also an essential part of the team, building lasting relationships through financial education and personalized solutions. This is the perfect opportunity for someone...Work at officeLocal area
- Bank of America is seeking Financial Advisors for their Merrill Advisor Development Program in Bridgewater, MA. This role focuses on working with high-net worth individuals to identify needs and develop investment strategies to meet client goals. Join a team dedicated...
- Bausch & Lomb GmbH is seeking a Financial Analyst, Corporate FP&A in Bridgewater, Massachusetts. This pivotal role involves supporting key financial planning and analysis activities, ensuring accurate reporting, and collaborating with various stakeholders to deliver financial...
- Responsibilities Provide comprehensive Financial Planning & Analysis (FP&A) support for the Holistic Health business unit Partner closely with Brand Finance Co-Pilots and collaborate across Sales, Operations, Supply Chain, Corporate Finance, and other finance functions...
- Jobtailor in Bridgewater, MA seeks an experienced FP&A professional to support the Holistic Health business unit. You will work with Brand Finance Co-Pilots and collaborate across Sales, Operations, Supply Chain, and Corporate Finance. You will help with Dynamic Forecast...
- Legend Biotech US is seeking a Carvykti Financial Analyst to join the Finance team in Bridgewater, MA. Candidates must possess strong analytical skills and the ability to prepare detailed financial reports and forecasts. This role involves collaborating closely with business...
- Nestlé Health Science is seeking a Senior FP&A Analyst to provide comprehensive FP&A support for the Holistic Health business unit, including brands like Nature's Bounty, GARD, Ester-C, Puritan's Pride, and Nuun. Reporting to the FP&A Director, you will collaborate with...Remote jobWork at office
$89.7k - $119.5k
MetLife is seeking a Financial Consultant to support the FP&A function for their Vision offering in Bridgewater, Massachusetts. The role involves developing budgets, analyzing financial data, and preparing presentations for senior management. Candidates should have a Bachelor...- Recordati Rare Diseases, Inc. (RRD) is seeking an Accountant to support month-end close, intercompany, payroll and cash across US entities and Canada. This role is based in Bridgewater, NJ, with collaboration across finance and operations to ensure accurate reporting. The...
- Legend Biotech in Bridgewater, MA is seeking a Financial Analyst to support financial planning and analysis activities. This role requires strong analytical skills to handle complex financial data and collaborate closely with various business teams. The ideal candidate...
- ...seeking a Gross to Net Finance Manager. The role involves managing accruals, net sales calculations, and ensuring compliance throughout financial operations. Candidates should have a Bachelor’s in accounting/finance and 5+ years of relevant experience in the pharmaceutical...
$89.7k - $119.5k
The Opportunity MetLife is seeking a talented Financial Consultant to join our team and play a critical role in supporting the Financial Planning & Analysis (FP&A) function for our Vision offering. The ideal candidate will collaborate with cross‑functional teams to deliver...Temporary workWork at officeLocal area3 days per week- Bausch + Lomb, a global eye health leader, seeks a Financial Analyst for the US FP&A team. You will provide strategic planning and analysis to support the US Pharmaceuticals division, helping teams understand brands, trends, and opportunities. Responsibilities include expense...
- Nestlé Health Science is seeking a Senior FP&A Analyst to provide comprehensive FP&A support for the Holistic Health unit, covering brands like Nature’s Bounty and Nuun. The role reports to the FP&A Director and collaborates with Brand Finance Co-Pilots across Sales, Operations...Remote jobWork at office
$68.05k - $89.31k
Legend Biotech is looking for a dedicated Carvykti Financial Analyst to join their Finance team based in Bridgewater, NJ. The role involves preparing complex financial reports, performing variance analysis, and developing financial models to support strategic initiatives...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial planning assistant Bridgewater, MA
- estate planning consultant Bridgewater, MA
- wealth advisor Bridgewater, MA
- financial consultant Bridgewater, MA
- financial counselor Bridgewater, MA
- associate corporate finance Bridgewater, MA
- finance associate Bridgewater, MA
- jde finance consultant Bridgewater, MA
- financial planning administrator Bridgewater, MA
- financial planning associate Bridgewater, MA


