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 AdvisorCAPTRUST, 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, we provide...SeniorTemporary workFlexible hours- ...Senior Financial Representative Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge... ...goals. The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who provide investment...SeniorWork experience placementWork at officeImmediate startWork from home
- ...: Assures that patients understand their financial obligation to pay for medical services rendered. Obtains all necessary information and enters it into the billing system for timely and accurate billing and collection. Job Responsibility Registers/re-registers...SeniorHourly payFull time
$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$95.55k - $195.25k
...value aligned with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists...SeniorWork at officeLocal areaVisa sponsorship- ...clients on building and managing their wealth. The ideal candidate will have at least six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant licenses. The role requires a focus on the client experience, strong business...Senior
- ...Bankers Life is seeking ambitious Financial Services Professionals to grow a client base, provide guidance, and build relationships using our software and product portfolio. You’ll train through sponsored coursework, mentored development, and a career path toward leadership...Work at officeFlexible hours
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...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$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset...Senior- ...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...
- ...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...
$72.28k - $108.16k
...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 planning...Work at officeLocal areaWork from homeFlexible hours$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...$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$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready... ...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on...Flexible hours- ...NYL - Nassau-Suffolk NY seeks an entry-level financial advisor with analytics-based strategies and a money-minded mindset. You will develop long-term client relationships and explore financial data, estate planning, and mutual funds. Responsibilities include prospecting...
- ...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 placementWork at office
$32.5 - $36 per hour
...engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About...SeniorLocal area$18.83 - $29.28 per hour
...Senior Financial Center Associate - Floater Location: Rockville Centre, NY 11570 Assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policies and procedures. Extensive...SeniorLocal area- ...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
$116k
...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,...Live inWork at office$27.59 - $45.98 per hour
...demonstrate exceptional customer service Well organized individual with time management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with tact and diplomacy with internal and external customers Proficient...SeniorHourly pay$50k - $125k
...Job Description Job Description Financial Advisor (Wealth Management) $50,000 - $125,000 a year Why Join Us?Stop searching for a job... ...FINRA Series 7 & 63 or 66. Direct Mentorship: Work daily with Senior Advisors managing $100M+ in assets. Learn from Senior VP’s...Relocation- Position: Senior Manufacturing Engineer Location: Melville, NY Company/Industry: Well-established aerospace and defense electronics manufacturer Schedule: Mon-Fri In-Office Only Salary: Open depending on experience, flexibility for the right candidate + benefits Type:...SeniorWork at office
- Position: Senior Buyer Location: Melville, NY Company/Industry: Well-established aerospace and defense electronics manufacturer Schedule: Mon-Fri In-Office Only Salary: Open depending on experience, flexibility for the right candidate + benefits Type: Direct Hire ResponsibilitiesSource...SeniorWork at office
$85k - $115k
...well-respected Suffolk County Long Island CPA firm, is seeking a Senior Accountant. Summary: In this role, the Senior Accountant will... ...be performing various accounting and tax functions, including financial statement preparation, closings, income, payroll, sales tax return...Senior$100k - $160k
..., one of Long Island's fast-growing, most progressive CPA and Tax Consulting firms, is seeking several new Tax Professionals/Staff/Senior Auditors. The firm is known for their nurturing and client-oriented culture. Their dedicated team of professionals is committed to...SeniorWork experience placementFlexible hours- Large Business And InternationalA description of the business units can be found at: are to be filled in following area(s):Large Business and International - Director Treaty and Trans Pric Ops, Advanced Pricing and Mutual Agreements (APMA)Review the additional information...Senior
$120k
...Senior Associate Attorney/Junior Partner, Latham, NY Salary Range $120,000 - $175,000 Guercio & Guercio, LLP, a leading education and municipal law firm representing school districts, BOCES and other public entities across New York State, seeks an experienced attorney...SeniorFull timeWork at office
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