Strategic Financial Advisor & Mortgage Specialist
Jobtailor
Jobtailor is seeking a financial services professional to provide tailored mortgage and advisory services in the United States. You will review client goals, triage leads, and refer opportunities to partners while maintaining compliance with industry regulations. The role emphasizes licensing, relationship-building, and the ability to work in a fast-paced environment to achieve results. #J-18808-Ljbffr Jobtailor
- Bank of America in Hewlett and Hicksville seeks a financial professional to provide comprehensive client advice and customized solutions. You will triage leads, refer to partners, review goals, and build financial plans with brokerage products while pursuing required licenses...SuggestedMonday to Friday
- Bank of America in Syosset, NY seeks a role focused on providing comprehensive financial advice to clients, building plans with brokerage products, and coordinating with partners to meet client goals. The role requires Series 7 and 66 licenses, at least one year in investments...SuggestedMonday to Friday
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances...SuggestedFull timeContract workFor contractorsWork at office- Bank of America in New York is seeking a financial advisor who provides comprehensive advice and customized solutions to clients to help them... ..., training, and SAFE Act compliance for residential mortgage loan originations; candidates should build relationships, manage...Suggested
$78.52k - $117.52k
TD Bank is seeking a Financial Advisor in East Meadow, New York. This pivotal role involves providing tailored financial planning and investment management solutions to clients. The Financial Advisor will serve as the primary contact for TD Wealth clients, managing their...Suggested$28.85 - $33.65 per hour
...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... ...position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial... ...growth opportunity with deep support-helping advisors build meaningful businesses while making... ...you'll gain access to the infrastructure, strategic guidance, and collaborative environment...Flexible hours$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- ...Position Summary Center for Wealth Preservation (CWP) is seeking 1–2 Junior Financial Advisors to join our growing wealth management team. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial...Local area
- 1-800-FLOWERS.COM, INC. is seeking a Senior Financial Analyst to support Shared Services across Technology, Call Center, Product & AI,... ...monitor cost control initiatives, and help align departmental objectives with strategic plans. #J-18808-Ljbffr 1-800-FLOWERS.COM, INC.
$100k - $110k
...Scope & Ownership As a Retail Mortgage Underwriter, you'll deliver strategic impact by making sound credit decisions that protect portfolio quality while keeping files moving. This role exists to apply ownership of risk, guideline adherence, and borrower outcomes...Work at officeWork from homeMonday to FridayFlexible hoursShift workDay shift- ...alternative investments.Job DescriptionOverviewLead fund accounting and financial reporting for private investment funds, ensuring compliance... ..., ensuring regulatory compliance and accuracy.Contribute to strategic initiatives to optimize fund accounting processes and systems....
$116.2k - $229.1k
...shareholders, customers, and regulators. Within our Finance Transformation offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining next-generation processes, scalable data...Visa sponsorship- 1-800-Flowers is looking for a Senior Financial Analyst to support Shared Services groups, encompassing various teams including Finance and HR. In this role, you'll engage in budgeting, forecasting, and financial analysis, influencing key business strategies within a fast...Full time
- Northwell is seeking a data analyst to analyze, verify, track and report on statistical operational performance and financial data, identifying trends and deriving conclusions. Responsibilities include coordinating monthly statistical reports, supporting budget and cost...
$72.28k - $108.16k
...Financial Advisor Work location: Bethpage, New York, United States of America Hours: 40 Pay details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development...Work at office$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- TD Bank in Hicksville, New York is looking for a Financial Advisor Trainee. This role is a transitional position that prepares you for the Financial Advisor Associate role, where you'll learn to manage client relationships while addressing their wealth management needs....Traineeship
- Bank of America is hiring in Hicksville, NY for a role focused on providing comprehensive financial advice and customized solutions to clients. Responsibilities include triaging leads, referrals to partners, and meeting clients to review goals and recommend products. The...
- Bank of America in New York is seeking a client-focused financial advisor to deliver tailored financial plans, brokerage recommendations, and referrals to partners. The role emphasizes risk-aware decision-making and regulatory diligence, with strong emphasis on customer...Monday to Friday
- ...make referrals to business partners Meeting clients to review financial and investment goals Applying and expanding knowledge by... ...licenses and trainings Responsible for the provision of residential mortgage loans and compliance with SAFE Act registration requirements...
- Talent Harbor is hiring a Financial Advisor in Plainview, NY for a salaried, growth-focused role with no cold calling. You will manage an assigned client portfolio, conduct firm-led consultations, and build holistic financial plans using eMoney, while leveraging a supportive...
$70k - $80k
...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... ...position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration...Work at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...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... ...position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Center Advisor in the New York area to help clients reach financial goals using brokerage and banking solutions. The role involves triaging requests, referring to partners, and reviewing client plans with licensed support as needed...
$90k - $120k
...Benefits Experience: 2-3+ Years in Wealth Management / Financial Planning Are you an experienced Financial Advisor tired of cold calling and relentless production... ...a dedicated Paraplanner and Administrative Specialist in a collaborative 3-person pod model. Long-Term...Interim roleWork at officeWork from homeAfternoon shift$32k
A community-focused financial institution in New York is seeking a Financial Advisor to provide long-term investment planning services. The ideal candidate will have a strong sales background, experience in the financial market, and relevant certifications. This hybrid...- 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
- Teachers Federal Credit Union is seeking a Premier Financial Representative to engage mass affluent members and grow a robust book of business. You will support local branches with Premier services, perform comprehensive financial reviews, and log outcomes in our CRM to...Work at officeLocal area
$60k - $128k
The Quintessential Experience in Financial Services is seeking a Financial Advisor to join our Long Island team. You will work directly with individuals, business owners, and families to help them secure their financial futures and build wealth across a broad portfolio...Flexible hours
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