Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor: Strategic Financial Planning & Growth

$78.52k - $117.52k

TD Bank

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 financial goals through effective communication and in-depth financial reviews. Applicants should hold a Bachelor's degree and possess relevant sales experience; SIE, Series 7, Series 63 certifications are required. The position offers a competitive salary of $78,520 - $117,520, with extensive growth opportunities. #J-18808-Ljbffr

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Strategic Financial Planning & Growth in East Meadow, NY vacancy
  • Bank of America is hiring for a role focused on providing tailored financial advice to clients to optimize their financial goals. Responsibilities include planning financial objectives, making strategic referrals, and managing client relationships effectively. Candidates... 
    Suggested

    Bank of America

    Wantagh, NY
    2 days ago
  • $72.28k - $108.16k

     ...TD Bank is seeking a Financial Advisor in Hicksville, NY. This role involves providing financial planning guidance and selling investment management solutions while managing...  ...to TD's commitment to client experience and growth. The position offers a competitive salary ranging... 
    Suggested

    TD Bank

    Hicksville, NY
    22 hours ago
  •  ...A financial services firm in Melville is seeking a Financial Professional to build client relationships and develop tailored financial...  ..., ongoing mentorship, and opportunities for professional growth in wealth management. A commitment to client success and a positive... 
    Suggested

    Equitable Advisors LLC

    Melville, NY
    5 days ago
  • Jovia Financial in Uniondale, NY is looking for a Member Service Representative/Personal Banker to enhance member satisfaction. This role...  ...offers competitive compensation, comprehensive benefits, and opportunities for professional growth. #J-18808-Ljbffr Jovia Financial
    Suggested

    Jovia Financial

    Uniondale, NY
    5 days ago
  • $120k

     ...currently looking for a new financial advisor to join our entry-...  ...needed for effective wealth management to help...  ...Successful financial planning is rooted in...  ...financial objectives Make strategic product, plan, and investment...  ..., professional growth, and doing what’s... 
    Suggested
    Work at office

    New York Life - Uniondale

    Uniondale, NY
    15 hours ago
  •  ...A leading financial services firm located in Melville, NY, is seeking a Financial Professional to build client relationships and provide personalized financial strategies. Candidates must have a Bachelor's degree or equivalent experience and possess strong communication... 
    Traineeship
    Flexible hours

    Equitable Advisors LLC

    Melville, NY
    22 hours ago
  • $35 - $45 per hour

     ...recent graduate to support a 10-week strategic project focused on financial analysis, business performance, and...  ..., budgeting, and financial planning activities across business functions...  ...financial models to evaluate revenue growth, profitability, cost optimization,... 
    Hourly pay
    Temporary work
    Internship
    Work at office
    Remote work

    RadNet

    Jericho, NY
    5 days ago
  •  ...A prominent financial services firm in New York seeks a Financial Professional to strengthen client relationships and develop personalized financial strategies. In this role, you will provide consultations on tailor-made financial products and maintain consistent communication... 

    Equitable Advisors LLC

    Melville, NY
    5 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming...  ...through financial planning. On your path to...  ...including investments for growth, insurance for...  ...Northwestern Mutual Wealth Management Company® (...  ...commissions and fees, Strategic Employee Benefits Services... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Garden City, NY
    2 days ago
  •  ...is a growing private wealth advisory firm, based in...  ...Garden City, NY, built for advisors who want to serve...  ...management, tax-aware planning, estate and succession...  ...resources, firm-funded growth support, and long-term...  ...as a wealth advisor, financial advisor, or private wealth... 
    Work at office
    Immediate start

    Simpleciti

    Garden City, NY
    5 days ago
  •  ...A financial advisory firm in Melville is seeking a Financial Professional to cultivate client relationships and develop personalized financial strategies. This role requires a Bachelor's degree and several financial licenses, emphasizing strong communication skills and... 
    Flexible hours

    Equitable Advisors LLC

    Melville, NY
    4 days ago
  • $97k - $127k

     ...ambition and empowers your growth At Corient, we...  ...them to preserve their wealth for future generations,...  ...Associate Wealth Advisors work with high-net worth...  ...in all areas of their financial lives. Associate Wealth...  ...Advisors will prepare wealth plans and financial updates including... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    CI Financial Careers

    Garden City, NY
    2 days ago
  • $75k

     ...County General Office in Uniondale, NY, is seeking an entry-level financial professional. Ideal candidates will possess strong listening...  ...accurate records. Competitive compensation starts at $75,000+ at plan commission. #J-18808-Ljbffr New York Life - Nassau County... 
    Full time
    Work at office
    Flexible hours

    New York Life - Nassau County General Office

    Uniondale, NY
    2 days ago
  • TD in Hicksville, New York is seeking a Financial Advisor Trainee to educate clients on wealth management and build lasting relationships. In this transitional...  ...providing exceptional service. This position offers growth opportunities and a supportive employee experience.... 
    Traineeship

    TD

    Hicksville, NY
    1 day ago
  • TD is seeking a Financial Advisor in Bethpage, New York. This role involves providing financial planning guidance to clients while leveraging a three-year program with growth opportunities. Success in the role hinges on delivering exceptional customer service and establishing... 

    TD

    Bethpage, NY
    2 days ago
  • $88k - $123.74k

     ...provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two...  ...range of $88,000 to $123,740 along with a flexible work environment and opportunities for professional growth. #J-18808-Ljbffr... 
    Flexible hours

    Baker Tilly International

    Uniondale, NY
    4 days ago
  •  ...About Us At WealthBridge Financial Group, we help individuals, families...  ...create, protect, and grow wealth through personalized,...  ...investment, insurance, estate planning) Provide education and guidance...  ...a career with uncapped growth potential Work in a supportive... 
    Flexible hours

    WealthBridge Financial Group

    Hicksville, NY
    5 hours ago
  •  ...role is focused on assisting customers with sales and service activities, helping to foster strong customer relations to drive sales growth. Qualified candidates will have a Bachelor's Degree or equivalent experience, and previous banking or sales experience is preferred... 

    Citibank (Switzerland) AG

    Syosset, NY
    21 hours ago
  • $66.56k - $99.32k

    TD in Hicksville, New York, seeks a Financial Advisor Associate to attract and retain clients by addressing their wealth management needs. Responsibilities include analyzing...  ...salary range of $66,560 - $99,320 USD and opportunities for professional growth. #J-18808-Ljbffr TD

    TD

    Hicksville, NY
    2 days ago
  •  ...Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform) A fast-growing fintech...  ...technology, product innovation, and strategic growth initiatives. This is a highly...  ...client opportunities Deliver holistic financial planning across: Investment strategy and... 

    New Day Executive Search

    Old Westbury, NY
    17 hours ago
  • Jovia Financial Credit Union is seeking a Member Service Representative/Personal Banker in Levittown, NY. The role involves direct interaction...  ...compensation and extensive benefits including retirement plans and professional development opportunities. #J-18808-Ljbffr Jovia... 

    Jovia Financial Credit Union

    Hempstead, NY
    1 day ago
  • $19.5 - $23 per hour

     ...individual producer to assist in achieving sales and service goals across multiple banking centers. The role includes processing customer financial transactions, evaluating client needs, and ensuring compliance with regulations. The ideal candidate will have a high school... 
    Hourly pay

    Webster Bank

    Hicksville, NY
    2 days ago
  •  ...created role due to company growth and increased demand for actionable...  ...recommendations that support strategic decision-making. This...  ...Responsibilities Analyze financial, operational, sales, pricing,...  ...forecasting, budgeting, and financial planning processes Develop and... 

    Hoxton Circle

    Melville, NY
    29 days ago
  •  ...What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to...  ...there’s nothing else like it. Successful Advisors at New York Life come from many different...  ..., including a defined benefit pension plan, and significant earnings potential... 
    Fixed term contract

    New York Life Insurance Company

    Jericho, NY
    18 days ago
  • $85k - $110k

     ...future advancement and performance-based growth Schedule: Hybrid Schedule In-...  ...key contributor to the organization's financial planning, reporting, forecasting, and growth initiatives...  ...to executive leadership, M&A activity, strategic planning, budgeting, forecasting,... 
    Full time
    Part time
    Work at office
    Immediate start
    Remote work
    Monday to Thursday
    Flexible hours

    DCS Clinical

    New Hyde Park, NY
    7 days ago
  • $85k - $110k

     ...will enable you to develop a strong skill set in financial planning & analysis, M&A implementation, growth strategy, and more. ROLE OVERVIEW: We are seeking...  ...acquisitions vs. initial valuation models. Strategic Financial Analysis: Partner with senior leadership... 
    Full time
    Part time
    Work at office
    Immediate start
    Remote work
    Monday to Thursday
    Flexible hours

    Dental365

    New Hyde Park, NY
    9 days ago
  •  ...Analyst conducts analyses and provides financial insights that support optimal business decision...  .../she provides financial consulting and strategic support to senior management, including...  ..., financial forecasting, operational planning using best practices Implement and... 
    Local area

    AMETEK

    Garden City, NY
    2 days ago
  • $100k

     ...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position...  ...that offers room for growth and a promising job...  ...goals through a variety of planning services. Join our team to...  ...additional factors related to wealth management Make... 
    Start working today
    Live in
    Work at office

    NYL - Melville

    Melville, NY
    16 days ago
  •  ...A financial services company in Melville, NY is seeking a Financial Professional to build strong client relationships and develop personalized...  ...their careers. This position offers a stable pay structure with personal and professional growth opportunities. #J-18808-Ljbffr... 
    Work experience placement
    Flexible hours

    Equitable Advisors LLC

    Melville, NY
    4 days ago
  • $72.28k - $108.16k

     ...TD Bank in Bethpage, New York is seeking a Financial Advisor to join our team. In this role, you will provide financial planning guidance and sell investment management solutions to our clients. The ideal candidate will have a Bachelor's degree, 2+ years of experience,... 

    TD Bank

    Bethpage, NY
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Strategic Financial Planning & Growth. Be the first to apply!