Financial Consultant Partner: Grow Wealth & Lead Clients
Charles Schwab
Charles Schwab is seeking a Financial Consultant Partner (FCP) to support Sr. Financial Consultants and their affluent wealth management practice. You will deepen client relationships and uncover business development opportunities while providing exceptional service and advice. The role requires valid Series 7 and Series 66 licenses and 3+ years of experience in the financial services industry. Schwab offers a competitive benefits package that includes 401(k), paid time off, and health insurance. #J-18808-Ljbffr
- ...finance industry together. As a Financial Consultant Partner (FCP), you are in the heart... ...(FC) and their practice clients. Through your developed... ...management of an affluent wealth management practice, providing... ...management, and a desire to grow under the mentorship of a...SuggestedLocal area
$72.28k - $108.16k
...TD Bank is seeking a Financial Advisor in Long Beach, NY to provide financial planning guidance and manage investment solutions for clients. The role offers a strong professional development program and competitive compensation ranging from $72,280 to $108,160. The ideal...Suggested- ...Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...Suggested
$85k - $150k
A leading financial services firm in Uniondale is seeking an entry-level financial advisor to support clients in achieving their financial goals. Ideal candidates will possess excellent... ...$150,000. Join us to learn more about wealth management and financial planning...Suggested$88k - $123.74k
...A leading advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting...SuggestedFlexible hours$70k
...Citi Global Wealth brings together the... ...of wealth clients. The unified business... ...comprehensive financial and investment... ...access to Wealth's leading investment... ...Advisor, you will partner closely with a... ..., Portfolio Consultants and Home Lending... ...opportunities to grow portfolio...Full timeWork at office- WealthBridge Financial Group is seeking motivated Financial Professionals in Elmont, NY. In this role, you will work closely with clients to develop customized financial strategies while building your own practice. Responsibilities include maintaining client relationships...
£75k - £100k per year
...A leading financial planning firm in East Anglia is seeking an experienced Financial Adviser to join their Wealth Advisory team. In this role, you will provide comprehensive financial advice to a loyal client base while also developing new relationships. The position...- ...SimpleWEALTH is a growing private wealth advisory firm, based in Garden City,... ...want to serve sophisticated clients across the full spectrum of... ...Responsibilities Serve as the lead fiduciary advisor for a book... ...as a wealth advisor, financial advisor, or private wealth professional...Work at officeImmediate start
$105k - $250k
...and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals... ...with a variety of business partners and centers of influence to... ...Management capabilities. * Grow existing relationships through...Temporary workLocal areaFlexible hours$70k
...Citi Global Wealth brings together the... ...of wealth clients. The unified business... ...comprehensive financial and investment... ...access to Wealth’s leading investment... ...Advisor, you will partner closely with a... ..., Portfolio Consultants and Home Lending... ...opportunities to grow portfolio....Full timeWork at office- ...Carlsbad Tech in Uniondale, NY is seeking candidates to build client relationships and provide financial guidance. Responsibilities include networking, continuous learning, and maintaining ethical standards. We are looking for goal-oriented individuals with a competitive...
$97k - $127k
...them to preserve their wealth for future generations,... ...work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth... ..., with the potential to lead less complex client relationships... ...is one of the fastest-growing wealth management...Permanent employmentTemporary workWork at officeFlexible hours$70k
Citi Global Wealth brings together the... ...of wealth clients. The unified business... ...comprehensive financial and investment... ...access to Wealth’s leading investment... ...Advisor, you will partner closely with a... ..., Portfolio Consultants and Home Lending... ...opportunities to grow portfolio....Full timeWork at office$66.56k - $99.32k
TD in Hicksville, New York, seeks a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. Responsibilities include analyzing financial data, recommending tailored investment strategies, and maintaining relationships. The...- ...Uniondale is seeking an Insurance Sales Representative to make a meaningful impact by empowering individuals with financial solutions. In this role, you'll guide clients in achieving their financial goals while developing professionally in a collaborative culture. The ideal...
- A leading advisory firm is seeking a Tax Manager for their New York office. This role involves delivering tax and business advisory services to private wealth clients, including ultra-high-net-worth families. The ideal candidate will have over 5 years of tax compliance...Work at office
- ...Charles Schwab Corporation is looking for a Financial Consultant Partner in North Hempstead, New York. In this role, you will partner with Sr. Financial... ...Consultants, providing exceptional service to affluent clients and managing client relationships while uncovering new...Traineeship
- 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
- ...About Us At WealthBridge Financial Group, we help individuals,... ...owners create, protect, and grow wealth through personalized, forward... ...-term impact and trusted client relationships. Position... ...relationships through a client-first, consultative approach Analyze...Flexible hours
- ...Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech-driven wealth management platform... ...to actively manage client relationships while... ...Deliver holistic financial planning across:... ...comprehensive advice Partner with internal Product...
$72.28k - $108.16k
TD Bank in Bethpage, New York is seeking a Financial Advisor to join our team. In this role, you will provide financial planning guidance and sell investment management solutions to our clients. The ideal candidate will have a Bachelor's degree, 2+ years of experience,...- ...enthusiasm for helping our clients, taking care of our... ...solutions to meet their financial needs. As a Private... ...Associate in J.P. Morgan Wealth Management, you will... ...source management and new lead generation Assist in... ...nonprofits and cities grow, delivering solutions...
£75k - £100k per year
...respected and well established, growing Financial Planning business in East Anglia... ...Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong... ...contacts as well as superb warm leads and introductions Genuine long‑...- JPMorganChase is seeking a Private Client Advisor in Wantagh, NY to offer comprehensive financial planning and investment solutions to a diverse clientele. This role involves building strong relationships, delivering personalized solutions, and fostering a culture of diversity...
- ...is seeking a Senior Advisor/Banker to lead in investments at a growing full-service bank located in Jericho,... ...relationships with UHNW and HNW clients, leveraging strong networks and collaboration... ...'s degree, 7+ years of experience in wealth management, and relevant licenses are...
$72.28k - $108.16k
TD Bank is seeking a Financial Advisor in Hicksville, NY. This role involves providing financial planning guidance and selling investment management solutions while managing relationships with clients. The ideal candidate will have a bachelor’s degree, 2+ years in financial...$22 - $27 per hour
ConnectOne Bank is hiring a Banking Relationship Specialist in Hicksville, NY. This role involves supporting client relationships, performing account openings, and actively engaging in sales activities. Candidates should have 1-3 years of banking experience and strong...Hourly pay- ...Co. is seeking a Relationship Banker in Hewlett, NY. In this role, you will deliver exceptional client service and manage client relationships while addressing their financial needs. The ideal candidate should have over a year of sales experience in retail banking,...Weekend work
- ...New York. This is an opportunity to work with a leading financial services employer recognized on LinkedIn’s 2025 “Top Companies to Grow Your Career” list. You will build strong customer relationships and assist clients with account services. A comprehensive benefits package...
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