Financial Advisor
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Financial Advisor Job Duties Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers. Profiles customers and delivers recommendations to ensure these needs are met. Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions. Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers. Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations. Maintains and builds referral channel and develops strong partnerships to ensure investment needs of current and potential customers in assigned market and/or branches are met or exceeded. Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti‑Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests. Understands and adheres to the company’s risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Completes other related duties as assigned. #J-18808-Ljbffr
$100k - $150k
...Financial Advisor page is loaded## Financial Advisorlocations: Little Silver, NJtime type: Full timeposted on: Posted Yesterdayjob requisition id: R-102216**About Wealth Enhancement**Wealth Enhancement is an independent wealth management firm with an endless passion for...SuggestedFull timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
New York, NY3 days ago$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
New York, NY4 days ago- ...Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00262## Primary Office Location:117 South Allen Street. State College, Pennsylvania. 16801.## **Join our team. Make a difference...SuggestedWork at office
Fnb Online
New York, NY7 hours ago $135k - $145k
...Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business...SuggestedTemporary workAltfest Personal Wealth Management
New York, NY3 days ago$100k - $150k
...we specialize in helping driven professionals transition into financial services - and build careers that compound over time , financially... ...professionals from outside the industry into elite Financial Advisors, supported by: Structured training Direct mentorship from...SuggestedWork at office3 days per weekStrategies For Wealth
New York, NY7 hours ago- ...Location: Bayonne, New Jersey, United States Type: Full Time Our Client is seeking a motivated Private Client Financial Advisor to build and grow a high-quality wealth management practice focused on delivering personalized, holistic financial strategies. This role is ideal...Full time
SoTalent
New York, NY20 hours ago $55k - $156.45k
...explains the bank’s brokerage services, discusses the advantages of proper planning, and obtains the necessary information to make sound financial recommendations. Coaches retail employees on the features and benefits of brokerage services products offered to their customers....For contractorsMonday to FridayS&T Bancorp
New York, NY7 hours ago- ...Overview Masterworks Advisers is a Registered Investment Advisor that advises clients on art-related investment products. We allow anyone... ...by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the...
Masterworks
New York, NY4 days ago $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 officeUnavailable
New York, NY4 days ago- ...Del-Sette Capital Management LLC, founded by Certified Financial Planner® Bill Del-Sette in 2012, is a fee-based investment advisory firm... ...is seeking a motivated and detail-oriented Financial Advisor to join our growing team. This in-office or hybrid role is ideal...Work at office
Del-Sette Capital Management
New York, NY1 day ago - ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
Voya Financial
New York, NY1 day 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
New York, NY4 days ago - ...Company Description Taos Global Group Inc. is a professional financial services firm that includes Taos Insurance Agency, TZG Accounting LLC, and Taos Investment Advisors LLC. We specialize in providing comprehensive solutions in insurance, accounting, and investment advisory...Full time
Taos Global Group
New York, NY7 hours ago $24k
...Forest Hills Financial Group , a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City...Permanent employmentContract workLive inWork at officeFlexible hoursTEEMA Solutions Group
New York, NY20 hours ago- ...Reports To: Director of Financial Aid Job Status: Exempt Position Summary The Financial Aid Advisor under the direction of the Director of Financial Aid provides exceptional financial aid counseling and support to prospective, current, and returning students. The Financial...Work at officeAfternoon shift
Houston Baptist University
New York, NY3 days ago $100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...Empirical Wealth Management
New York, NY1 day ago- ...independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office. This is an opportunity to work with... ...you'll bring 5+ years of wealth management experience Strong financial planning background with HNW clients Interest in technology, innovation...Full timeWork at office
Diamond Consultants
New York, NY1 day ago $250k
...growing community of investors consuming RWM content. Established advisors looking to accelerate their growth and focus more on what they... ...and find out if growing together could be fit. About the Financial Advisor position We are seeking an experienced Financial Advisor...Ritholtz Wealth Management
New York, NY7 days ago$55.25k - $66.3k
...Financial Advisor Join to apply for the Financial Advisor role at Ameriprise Financial Services, LLC . Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance...Full timeWork experience placementLocal areaAmeriprise Financial Services, Inc.
New York, NY4 days ago$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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
New York, NY4 days ago- ...seminars Required skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments...Immediate start
MRINetwork
New York, NY4 days ago $50 - $60 per hour
...Overview DataAnnotation is committed to creating high-quality AI. We are looking for a Financial Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hoursDataAnnotation
New York, NY2 days ago$19 per hour
...installations as part of remodels, vendor-supported activities, decommissions, disaster re... Show more $61,000.00 yearly Full-time Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a...Hourly payFull timePart timeInternshipLive inMonday to FridayNight shiftNorthwestern Mutual Life Insurance Company
New York, NY4 days ago- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Absecon, NJ2 days ago $66.56k - $99.32k
...recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hoursTD Bank Group
New York, NY1 hour ago- ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Job Responsibilities: * Build a portfolio of customers and offer financial advice tailored...
Fifth Avenue Financial
New York, NY3 days ago - ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
New York, NY7 hours ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
New York, NY3 days ago$80k - $125k
...by The New York Times, CNBC, The Wall Street Journal, and the Financial Times. About the Role A core part of our business is events... ...This Role? Are you looking to launch a career as a Financial Advisor, with real client-facing experience from day one? Are you...Local areaAfternoon shift3 days per weekMasterworks
New York, NY3 days ago- ...and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts,... ...: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running....
Core Ventures LLC
New York, NY1 hour ago
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