Client-Centric Financial Advisor - Grow & Close
Better Talent by Laveer & Co.
A financial services firm is looking for an experienced Financial Advisor in New York. This role focuses on client engagement and closing new business with support from the marketing team. Ideal candidates will have 3-5 years of advisory experience and a valid Series 65, 66, or CFP certification. The position offers competitive pay and comprehensive benefits, fostering collaboration and client success. #J-18808-Ljbffr Better Talent by Laveer & Co.
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Client-Centric Financial Advisor - Grow & Close in Florida, NY vacancy
- Bank of America is seeking a Financial Solutions Advisor Stage I in the Town of Florida, New York. This role is focused on obtaining securities licenses and providing financial advice to clients. The successful candidate will have opportunities for growth within the company...Suggested
- A financial services company is seeking an Experienced Financial Advisor in Florida. This position emphasizes creating customized financial... ...in financial advising and client relationship management, along... ...is focused on empowering you to grow your career and business while...Suggested
- ...Williams - State Farm Agent is looking for an Insurance and Financial Services Representative to enhance client relationships and provide exceptional service. You... ...skills and relevant licenses. Join us to grow your career and impact your community positively. #J...Suggested
- ...deepening customer relationships through proactive sales activities and superior service. You will engage with clients to promote PNC's products and enhance their financial wellbeing. The ideal candidate will have an associates degree or equivalent experience, along with...Suggested
$45k - $100k
...-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada,... ...Jones, you'll develop and grow your own practice,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Warwick, NY1 day ago$125k - $175k
The CAPTRUST firm is looking for a Business Development Financial Advisor in New York. This role focuses on fostering client relationships through custodial distribution channels and involves significant networking and travel. Qualified candidates should possess strong...- Bank of America is seeking a Financial Solutions Advisor Stage I in the Town of Florida, New York. In this role, you will obtain necessary licenses while building client relationships, providing investment solutions, and delivering tailored advice to clients. The ideal...
- Bank of America in the Town of Florida seeks a qualified financial advisor to provide customized financial solutions to clients. This role involves building financial plans, triaging client requests, and recommending appropriate banking and investment strategies. Candidates...
- A leading financial services company in New York seeks a motivated Financial Representative to engage with clients on financial needs and offer tailored solutions, including life insurance products. This full-time role emphasizes strong interpersonal skills and a commitment...Full time
- Coastal Wealth is seeking a Financial Advisor in the Town of Florida, New York. The role involves working with individuals and families to help secure their financial futures, prospecting for clients and providing tailored financial solutions. This is a full-time position...Full time
$43.89k - $150k
...direct position with Cetera Financial Group. Accepted... ...dealer that supports and grows wealth management programs... ...Regions, the Financial Advisor establishes a portfolio... ...and partnership centric with previous branch based... ...and maintains a strong client network and pipeline Provides...Full timeTemporary workLocal areaFlexible hours$120k - $200k
COMPANY OVERVIEW Fellowship Financial Group empowers clients through education-driven... ...clarity, guided by a trusted advisor. Our firm high-performance... ...industry, we invite you to grow with us. POSITION SUMMARY... ...relationship building, and closing new business without the burden...Work at office- A financial services company is seeking an Experienced Financial Advisor in Florida to assist clients with customized financial plans and investment solutions. The position offers access to a diverse range of financial products through LPL Financial and an existing client...
- Ameris Bank is hiring for a role focused on serving customers by conducting financial profiles and identifying their needs. The role combines duties as a Teller and Personal Banker, aiming to enhance customer relationships while fostering financial growth. The ideal candidate...
- Edward Jones is seeking a full-time financial advisor in the Town of Warwick, NY. This role involves developing and managing a client practice, overseeing operations within a branch office, and providing support for long-term financial planning. The ideal candidate will...Full timeWork at office
$43.89k - $150k
Cetera Financial Group is looking for a Financial Advisor in Florida, NY. Your role will include establishing and managing customer portfolios, providing investment guidance, and building client relationships. Candidates should have a High School Diploma, Series 7, and...$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...KeyBank communities. The Private Client Banker (PCB) is part of the... ...with a plan-based approach to financial advice. As a PCB, you will deliver... ...leaders, and opportunities to grow in your position and your...Hourly payWork experience placementFlexible hoursDay shiftKey Bank
Warwick, NY3 days ago$22.61 - $37.67 per hour
...identifying customer needs, performing outreach, and onboarding new clients. The ideal candidate will have substantial retail sales... ...pay rate ranging from $22.61 to $37.67, with the opportunity to grow within the company by identifying sales opportunities and maintaining...Hourly pay- Regions Bank is seeking a Relationship Banker II in the Town of Florida, NY, to engage with customers and determine their financial needs. This full-time role involves achieving branch goals, conducting outbound calls, and providing guidance on banking products. Ideal candidates...Full timeFlexible hours
- A reliable financial institution in New York is looking for a Universal Banker to provide exceptional customer service while handling transactions and managing customer accounts. This role requires cash handling experience and the ability to build customer relationships...
- ...dedicated professional to provide exceptional client service and develop relationships. The role involves advising clients on financial solutions while meeting sales goals through... ...medical, dental, and a 401(k). Join our team and help us grow! #J-18808-Ljbffr Truist
- ...motivated and customer-centric individual with a passion... ...range of insurance and financial products, allowing us... ...solutions to our valued clients. About Jenn Rossmiller... ...Collaboration Working closely with our team to achieve... ...day. Gain confidence and grow your dream career. Earn...Full timeFor contractorsWork at officeLocal area
- ...CompanyWe’re a diversified financial services leader with... ...and institutional clients. We are a longstanding... ...include growth of existing advisor practices through business... ...to acquire clients and close business.Self driven... ...CollaborationWe are a client-centric, relationship-based...Full timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week
- Fwainvest, based in New York, is hiring a Registered Client Service Associate to support financial advisors by managing client interactions and administrative tasks. Key responsibilities include onboarding clients, managing daily inquiries, and assisting with marketing...
- ...connection within the community? As an Financial Advisor, you will work directly with individuals... ...freedom to provide solutions for your clients from a broad portfolio of innovative products... ...In addition, the company's strong and growing network of financial professionals...Full timeContract workWork experience placementMonday to Friday
- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...
- ...in a range of areas related to financial services, under varying levels... ...career as a Financial Advisor. Raymond James advisors provide... ...and counsel consistent with our client’s objectives, time horizon, and... ...associates at all levels to: • Grow professionally and inspire others...TraineeshipWork experience placement
$24 - $27 per hour
...CA and Albuquerque, NM Reports to: Financial Aid Advising Manager Status: Non-exempt... ..., and the application process Work closely with admission advisors to complete new enrollment packets... ...succeed. We have a customer centric focus, and we want people highly committed...Hourly payFull timeWork at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hoursAfternoon shift- A leading financial services firm is seeking financial advisors to help clients achieve their financial goals through personalized planning. Candidates will manage client... ..., create tailored financial plans, and grow their business based on performance. This unique...
- ...military families, you will focus on financial plans that are constantly evolving... ...engage with the community to bring new clients to First Command, with the support... ...members and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Centric Financial Advisor - Grow & Close. Be the first to apply!
Related searches
- online customer service representative Florida, NY
- customer advisor Florida, NY
- airport customer service agent Florida, NY
- customer support associate Florida, NY
- employee relations assistant Florida, NY
- participant services representative Florida, NY
- inbound call center customer service representative Florida, NY
- service agent Florida, NY
- insurance customer service advisor Florida, NY
- customer success associate Florida, NY