Registered Financial Advisors
$200kFull-time
Donna Cornell Enterprises, Inc.
REGISTERED FINANCIAL ADVISORS
LOCATION:
- New York: Mineola, Dutchess County, Orange County
- New Jersey: Red Bank
- Florida: Aventura, Boca Raton, Bonita Springs
POSITION TYPE: Full-Time, In-Office/Onsite
STATUS: Immediate Hiring
COMPENSATION: Attractive Compensation Package — DOE (Depending on Experience)
Our client is a prestigious, highly successful, growing, multi-location wealth management and financial services firm seeking experienced Registered Financial Advisors to join its growing team.
QUALIFICATIONS
- Active SIE, Series 7, and Series 66 (or Series 63/65) required.
- Minimum 3 years of financial advisory or brokerage experience.
- Existing book of business of $200,000+ required.
- CFP is a plus.
- Strong client relationship and business development skills.
- Excellent communication and interpersonal skills.
RESPONSIBILITIES
- Manage and grow an existing book of business.
- Develop and maintain strong client relationships.
- Provide financial planning and investment advisory services.
- Develop new business opportunities through firm-provided warm leads.
- Work with the tax and wealth management teams to provide comprehensive solutions.
- Maintain accurate client records and follow applicable compliance requirements.
Benefits:
- Retirement plan with company contribution
- Paid holidays, vacation, and sick leave
- Medical, dental, and vision insurance options
All conversations are confidential.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Registered Financial Advisors in Orange County, NY vacancy
$200k
...REGISTERED FINANCIAL ADVISORS LOCATION: New York: Mineola, Dutchess County, Orange County New Jersey: Red Bank Florida: Aventura, Boca Raton, Bonita Springs POSITION TYPE: Full-Time, In-Office/Onsite STATUS: Immediate Hiring COMPENSATION: Attractive...SuggestedFull timeWork at officeImmediate start$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company... ...every step of the way, providing: Paid training – Get registered and licensed and learn how to be a financial advisor with the...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Port Jervis, Orange County, NY3 days ago- ...guided by a common purpose to help make financial lives better through the power of every... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...residential loan mortgage originations must register with the federal registry system and...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Florida, NY5 days ago $61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Florida, NY3 days ago- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client... ...Financial, Inc., and its related entities, registered in many jurisdictions worldwide #J-18808-Ljbffr Prudential...SuggestedWorldwide
- ...Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market Albany, New York;Clifton Park, New York; Syracuse, New York;... ...engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Middletown, NY3 days ago - ...Raymond James Financial, Inc. in Saint Petersburg, FL is seeking a Virtual Financial Advisor to support annuity contract owners and financial advisors, coordinating with carriers and providing non-advisory guidance by phone. The role emphasizes client service, accuracy...Contract work
Raymond James Financial Services
Florida, NY7 hours ago - ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Florida, NY2 days ago $100k - $120k
...Service Advisor Location: Jupiter, Florida Are you passionate about building long-term relationships with clients and guiding them toward financial freedom? An innovative and rapidly growing wealth management firm is seeking a Service Advisor to join their team and play...Full timeWork at officeFlexible hoursRadium Search
Florida, NY5 days ago$120k - $200k
...COMPANY OVERVIEW Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step... ...informed decisions with confidence and clarity, guided by a trusted advisor. Our firm high-performance culture built on integrity,...Work at officeBetter Talent by Laveer & Co.
Florida, NY2 days ago- ...assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills... ...and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the...ApprenticeshipTraineeship
Raymond James
Florida, NY5 days ago - ...HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family...Temporary workLocal areaFlexible hoursNight shift
HBKS Wealth Advisors
Florida, NY5 days ago - ...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...
Prudential Advisors
Florida, NY5 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Temporary workShift workDay shift
$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$43.89k - $150k
Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...and career goals. Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the...Full timeTemporary workLocal areaFlexible hours- ...this role Under general supervision, responsible for providing financial aid guidance to prospective, currently enrolled students, parents... ...at other campuses as scheduled. What a day of a Financial Aid Advisor looks like: Provides comprehensive counseling to students both...Full timeWork experience placementWork at officeLocal areaRemote workNight shift
- Company Description NPC Financial, the South Florida agency of Guardian Life, is a comprehensive financial services firm with offices... ...family legacies, and financial plans designed for the future. Advisors at NPC Financial benefit from robust resources, compliance support...Full timeWork at officeWork from home
- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing...Temporary workWork experience placementWork at office
PNC Financial Services Group
Florida, NY2 days ago - The Sales Advisor serves as a vital link between clients and the advisory team, focusing on managing high-impact relationships and driving... ...conducting comprehensive review meetings, implementing complex financial planning strategies, and overseeing client retention for the...
$80k - $100k
Job Description Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day- freedom is the result with...Permanent employment- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Stuart, FL. Financial Advisors are based within a bank branch and work...Work at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Okeechobee, FL. Financial Advisors are based within a bank branch and work...Full timeTemporary workPart timeWork experience placementWork at office
- ...A prominent fraternal benefit society in New York is seeking entry-level Financial Representatives to assist members in achieving financial goals through tailored plans. Ideal candidates show integrity, leadership, and a passion for helping others. Comprehensive training...
Modern Woodmen
Florida, NY7 hours ago - ...Deland | FOA 740 W Plymouth Ave Deland, FL 32720, USA Description Job Summary The Financial Counseloris responsible fortimelyandaccuratefollow up and resolution of all unpaid patient balances. Responds to a high volume of patient calls generated from self-pay statements...Work at office
Fl Ortho
Florida, NY7 hours ago - ...The Financial Planner at The Lifewealth Group is an integral part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person will support the vision, positive culture, and team...Work at office
The LifeWealth Group
Florida, NY2 days ago $52k - $210k
...investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned...Base plus commissionFull timePart timeLocal areaFlexible hoursNBT Bancorp
Newburgh, NY7 hours ago- A financial services firm is seeking a Financial Professional to assist clients with financial education and support. This role offers remote and hybrid work options and requires ambition and a drive to impact the community positively. No prior experience is necessary as...Remote job
- ...current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled... ...process applicable loans within 2 years of employment Be able to register with the National Mortgage Licensing System and Registry (NMLS...Night shift
- Sharon King - State Farm Agent is seeking an Insurance and Financial Services position to grow the agency through strong customer relations and effective liaison between customer needs and agency departments. You will market relevant products and services, contributing...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Financial Advisors. Be the first to apply!
Related searches
- financial research associate
- infor finance consultant
- junior oracle financial functional consultant
- finance operations associate
- associate financial representative
- oracle cloud financials consultant
- senior wealth advisor
- associate corporate finance
- junior financial advisor
- financial advisor development program