Wealth & Investment Planning Advisor - Westchester & Bronx
Bank of America ATM
A leading financial institution is seeking a Financial Advisor in White Plains, NY to provide customized solutions and advice to clients. The role involves triaging client leads, meeting with clients to discuss their financial goals, and developing comprehensive financial plans. Qualified candidates should hold Series 7 & 66 licenses and have at least one year of experience in finance or sales. This position offers a competitive salary with benefits and opportunities for growth. #J-18808-Ljbffr Bank of America
- A major financial institution in Armonk is seeking a Financial Advisor to help clients achieve financial goals through comprehensive advice... ...and customized solutions. This role involves building financial plans and recommending products while maintaining regulatory...Suggested
- ## Financial Advisor- Bronx/Manhattan/WestchesterPostulerremote type: Sur placelocations... ...who will be providing financial planning guidance & selling investment management solutions. A FA will... ...the unique and complex needs of TD Wealth clients by reviewing financial...SuggestedTemporary workWork at officeLocal areaWork from homeFlexible hours
- J.P. Morgan Chase is seeking a Private Client Advisor in White Plains, NY. In this role, you will deliver comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management. The ideal candidate...Suggested
$65k - $80k
...Key Responsibilities Works with clients to plan their short and long-term financial goals... ...solutions. Recommends banking and investment strategies that align with client financial... ...help employees make an impact. Locations Bronx: 3508 Johnson Ave Bronxville: 151 Parkway...SuggestedTemporary workMonday to FridayShift workDay shift$66.56k - $99.32k
...$99,320 USD Line of Business TD Wealth Job Description The Financial Advisor Associate (FAA) works with TD Wealth... ...prospects and clients regarding investment and insurance strategies and products... ...advice, long‑term retirement planning, and annual reviews to determine if...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal area$100k - $115k
...Finance We're seeking someone to join our Wealth Management CFO Support team as an... ...specifically for the Capital Markets team within Investment Solutions. Members of the Wealth... ...impact to various audiences, and create plans to mitigate those risks Preferred undergraduate...Temporary work$100k - $115k
...We're seeking someone to join our Wealth Management CFO Support team as an Associate in... ...specifically for the Capital Markets team within Investment Solutions. Members of the Wealth... ...impact to various audiences, and create plans to mitigate those risks Preferred undergraduate...Temporary work$65k - $80k
Bank of America in Armonk, NY, is seeking a Financial Advisor to help clients achieve their financial goals. The role involves triaging leads, reviewing financial objectives, and recommending solutions tailored to client needs. The ideal candidate will possess relevant...- ...Financial Services has been helping Americans plan for and enjoy a secure retirement for... ...of experience working as a Financial Advisor.* A proven and successful sales track record... ...4)-5, Political contributions by certain investment advisers, and other federal and state pay...Local areaImmediate startRemote workRelocation
- A leading financial services firm in White Plains is seeking a Private Client Advisor for Chase Wealth Management. You will provide financial planning and personalized investment solutions to clients, focusing on developing client relationships and educating them on available...
$100k - $115k
Morgan Stanley is seeking an Associate in Finance within their Wealth Management CFO Support team. This role involves collaboration with business units globally, ensuring proper financial reporting and reconciliation within the Wealth Management segment. Candidates should...$65k - $80k
...referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, recommending brokerage products, and ensuring compliance with the SAFE Act registration requirements....Temporary workMonday to FridayShift workDay shift- Dormont Manufacturing Co is looking for a Private Client Advisor to focus on its Mass Affluent clientele, developing financial wellness strategies, and delivering tailored investment solutions. The Advisor will enhance existing relationships and acquire new clients with...
$65k - $80k
Bank of America in New Rochelle is seeking a Financial Advisor to provide customized solutions helping clients reach their financial goals. Responsibilities include developing financial plans, recommending strategies, and engaging new clients. The ideal candidate will...$80k - $90k
...Management is a data-driven investment firm specializing in dynamic,... ...worth investors and financial advisors. With more than two decades of... ..., and present financial plans through planning software Knowledge... ...with other Associate Wealth Advisors (AWAs) Ability to independently...Work at office$50 - $60 per hour
...completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you...Hourly payContract workFor contractorsWork experience placementRemote work- ...and SIE exam prep to help you launch a successful career. You will benefit from award-winning mentorship and training programs, with opportunities to move into leadership and wealth management and earn commissions and bonuses as you grow. #J-18808-Ljbffr Bankers LifeTraineeship
- ...on building relationships and delivering tailored financial solutions. The role involves assessing client needs and working with investment partners to enhance financial wellness. The ideal candidate should possess strong sales skills, customer relationship experience,...Hourly pay
- ...SIE exam prep. You’ll work with clients one-on-one, delivering tailored plans and building lasting relationships. With mentorship and structured training, you can move into leadership and wealth management, while earning commissions, bonuses, and income support as you...Traineeship
- ...referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$175k - $265k
...for asset allocation, risk management, and interacting directly with clients. The ideal candidate has over 10 years of experience in wealth management and strong analytical skills. This role offers a competitive salary range of $175,000 to $265,000 annually, with...£38k per year
A financial advisory firm in Chester is seeking a Paraplanner to join their team. The role involves preparing financial analyses, providing technical support, and maintaining compliance with regulations. Candidates should have 3-4 years of relevant experience or be working...Flexible hours$130k - $160k
...Planner in White Plains. This role involves preparing financial plans for ultra-high-net-worth clients using eMoney extensively.... ...financial planning and strong interpersonal skills to support senior advisors. The position offers a competitive salary range between $130,00...- ...What We Do: Financial Planning - Retirement Planning, Estate... ...Strategies, Debt Management Wealth & Investment Management - Advisory... ...Annuities Our financial advisors at help clients reach their... ...in NYC Metropolitan - Westchester County, NY - Fairfield County...Work experience placementWork at officeWork visa
- ...clients to perform client discovery, draft investment policy statements, provide quarterly... ...client cash flows Partner with Financial Advisors and consultants to win new clients and... ...corporations and other institutional accounts in a wealth management or investment consulting...Temporary workWork at office
$80k - $95k
...Events Manager to lead high-touch catering operations at its Westchester, NY location. This role supports elevated corporate dining, executive... ...-paced, luxury environment. This role is responsible for planning and executing events while providing hands-on support to...Hourly payLocal areaRemote workFlexible hours$150k - $190k
...The Wealth Strategist plays a central role within the NewEdge Wealth... ...designed for a credentialed planning professional who can... ...comprehensive plans using eMoney Advisor, serving as the team's primary... ...clients. Coordinate modeling with investment team. Maintain and update...Temporary workWork at office- ...dedicated to supporting our most valuable asset, our employees! Full‑time employees are eligible for the following comprehensive benefit plan: Medical, Dental, Vision, Rx coverage Paid Parental Leave TeleMedicine Matching 401(k) Company‑paid Life Insurance + (AD&D)...Full timeTemporary workFlexible hours
$130k
...Estimator — A.J. Contracting of NY LLC Location: White Plains, NY (Westchester County) | Field work primarily in New York City & surrounding... ...subcontractor and material supplier quotes Analyze project plans, specifications, and bid documents to identify scope, risk, and...Full timeFor contractorsFor subcontractorWork at office- ...implementing, and maintaining qualified retirement plans for clients Primary owner of a book of... ...'s retirement plan and workplace to wealth solutions to prospective clients,... ...communication and exceeding expectations Performing investment advisory services for clients, adhering...Work at officeLocal area
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