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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor in Melville, NY vacancy
$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 hoursCAPTRUST
New Hyde Park, NY5 days ago- ...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
Northwell Health
Melville, NY5 days ago - ...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
Next Frontier Capital
Garden City, NY5 days ago $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...SuggestedWork at officeLocal areaWork from homeFlexible hoursTD
Bethpage, NY3 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Farmingdale, 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
Melville, NY2 days ago$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...WizeHire
Melville, NY2 days ago$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 hoursMassMutual
Melville, NY1 day ago- ...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
Bankers Life
Melville, NY2 days ago $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 hoursEdward Jones
Farmingdale, NY1 day ago$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...SeniorAvior Executive Search, Inc
Jericho, NY3 days ago- ...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...
NYL - Nassau-Suffolk NY
Melville, NY1 day ago - ...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
TD Bank
Bethpage, NY4 days ago - ...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...
Tri-State Wealth Advisors of Prudential Advisors
Melville, 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
Melville, NY4 days ago $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 areaIntuit
Melville, NY2 days ago$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$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 officeNYL - Nassau-Suffolk NY
Melville, NY17 days ago- ...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
New York Life
Melville, NY11 days ago - Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle....Work at officeFlexible hours
$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...RelocationEcruit
Melville, NY24 days ago- 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
US Government Jobs
Bethpage, NY2 days ago $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- Actalent in Woodbury, NY, is seeking a Payroll Specialist to manage multi‑state payroll across sites, ensuring timely and accurate pay for employees in a fast‑paced professional services organization. The role requires hands‑on ADP Workforce Now experience, strong compliance...SeniorPermanent employment
Actalent
Woodbury, NY2 days ago - ...Senior Buyer We are seeking an experienced senior buyer with a background in food manufacturing to join our procurement team. This role will be responsible for sourcing and purchasing raw materials, ingredients, packaging, and other production-related supplies while...Senior
Randstad
Melville, NY5 days ago - ...Atria Senior Living is hiring a Cook to join our kitchen team serving residents in a caring, restaurant-style setting. You will work with staff to prepare meals, build positive relationships with residents and coworkers, and help ensure meals are served in a safe, appealing...Senior
Atria Senior Living
Plainview, NY13 hours ago - ...Senior Financial Planning AnalystGadge USA was established in 1993. Our company is a national packaging supply and supply-chain solutions company with an expansive distribution network. We manage packaging portfolios across multiple categories, combined with a scalable...Senior
Gadge USA
New Hyde Park, NY3 days ago $80k - $90k
...Senior Payroll Specialist Farmingdale, NY Our client is a successful and growing company looking to hire for a Senior Payroll Specialist in Farmingdale, NY. The proper candidate will have at least five years of payroll experience, multi-state and union/non-union...SeniorHourly payLocal areaLHH US
Farmingdale, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!
Related searches
- finance associate Melville, NY
- financial counselor Melville, NY
- associate corporate finance Melville, NY
- financial consultant Melville, NY
- estate planning consultant Melville, NY
- financial planning assistant Melville, NY
- financial planner Melville, NY
- financial advisor associate Melville, NY
- financial associate Melville, NY
- financial advisor Melville, NY