Senior Financial Advisor
LPL Financial
The Senior Financial Representative within LPL Financial's Wealth Advisors Group helps manage a book of 120,000+ clients, delivering tailored investment solutions over the phone and virtually. You will combine exceptional service with financial planning to meet each client's immediate and long-term goals. You'll work in a collaborative, fast-paced environment focused on career development, client experience, and holistic financial planning, leveraging education and licenses (Series 7/63/65 or #J-18808-Ljbffr
$175k - $225k
...Senior Financial Advisor CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm,...SeniorTemporary workFlexible hours- Teachers Federal Credit Union is seeking a Senior Financial Services Representative in New York. You will engage members in person and virtually, manage a book of business, and support consumer, small business and lending services to drive revenue. You will build strong...Senior
$24.5 - $28 per hour
A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will...SeniorHourly pay- Lead Deep Client Relationships Serve as the lead advisor and trusted partner for high-net-worth clients and families Build long-term relationships... ...Act as the “quarterback” across all aspects of clients’ financial lives Deliver Sophisticated Financial Planning Develop and...Senior
$124k - $280k
...SummaryThe OpportunityAs an Oracle Cloud Finance Consultant - Senior Manager, you will help organizations leverage enterprise technology... ..., and governance- Utilizing advanced knowledge of Oracle Financials and Hyperion Financial Management to enhance financial reporting...SeniorFull timeH1b- ...M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high... ...comprehensive wealth solutions. Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities license...Senior
- 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...SeniorFull timeRemote work
- Northrop Grumman is seeking a Senior Principal Computer Systems Analyst to support classified government contracts at our Bethpage, NY campus. The role emphasizes secure, multi-domain systems engineering, with responsibility for system enhancements, backups, and security...Senior
- Bank of America in West Islip, NY is seeking a frontline Banking Associate to greet clients, uncover personal banking needs, offer suitable solutions, and connect customers to specialists. You will support self-service and transactional activities, and help deepen client...SeniorWeekend work
$85k - $95k
...Senior Financial Analyst Full-Time | Hybrid Base Salary: $85,000 - $95,000 (commensurate with experience) Under the supervision of the Director of FP&A, the Senior Financial Analyst will oversee 2 Financial Analysts and assist in the consolidating and analyzing of financial...SeniorFull time- ...individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align... ...clients. Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth...
$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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor OpportunityBecoming 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...Full timeContract workFor contractorsWork at office- ...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...
$80k - $150k
...Posted 2 days ago Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record...- ...Job Location: Woodbury, New York/Remote United States 11797 Brief Description Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team in Woodbury, NY. Candidates must have assets to bring with them upon starting...Remote work
$90k - $120k
...office) Base Salary: $90,000 – $120,000 + Bonus + Full Benefits Experience: 2–3+ Years in Wealth Management / Financial Planning Are you an experienced Financial Advisor tired of cold calling and relentless production quotas? Talent Harbor has been retained by a premier,...Interim roleWork at officeWork from homeAfternoon 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- ...Financial Advisor – Long Island, NYA unique succession opportunity is available with a respected independent wealth management firm that offers... ..., and the chance to build real enterprise value. As a senior advisor approaches retirement in the next 2–4 years, you will...Immediate start
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the...Flexible hours- ...Summary Center for Wealth Preservation (CWP) is seeking 1–2 Junior Financial Advisors to join our growing wealth management team. This role is... ...Investment & Wealth Management Support Support senior advisors and investment professionals in delivering comprehensive...Local area
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
- ...institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals... ...individuals plan for their future. Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,...Work at officeLocal areaFlexible hours
- ...Financial Advisor AssociateWork Location: Bethpage, New York, United States of AmericaHours: 40Pay Details: $66,560 - $99,320 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are...Temporary workTraineeshipWork experience placement
$72.28k - $108.16k
...dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial...Work at office- ...Entry‑Level Financial Advisor job at NYL - Nassau‑Suffolk NY. Melville, NY. Great opportunity available at the New York Life Long Island, NY for an Entry‑Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with...
- ...clients using sophisticated profiling and discovery techniques. You will work closely with product specialists to tailor holistic financial solutions while maintaining strict regulatory compliance. The role emphasizes high-touch, in-branch client engagement, proactive networking...Senior
$49.33k - $63.16k
...development opportunities, and more! Apply today to make an impact in the local community!About Your RoleAccurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and...SeniorWork at officeLocal areaFlexible hoursNight shift$90.23k
...perspectives. Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the...SeniorWork experience placementH1b- Webster Bank in the New York metropolitan area is seeking a Banking Center Manager to lead daily sales, service, and operations. You will cover the branch in the Manager's absence and guide staff to deliver exceptional client experiences. You will build relationships with...Senior
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