Mass Affluent Financial Advisor
Teachers Federal Credit Union
Teachers Federal Credit Union is seeking a Premier Financial Representative to engage and develop mass affluent members. The role focuses on building relationships, managing a book of business, and supporting local branches to drive revenue. The ideal candidate will have strong interpersonal skills, proficiency in CRM tools such as Salesforce, and relevant industry experience. The position offers competitive pay and benefits, including paid time off and a 401(k) plan. #J-18808-Ljbffr
$28.5 - $34.15 per hour
Summary The Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers. The key functions of the role are managing a book of business and supporting local branches with Premier services to help drive revenue...SuggestedFull timeWork experience placementWork at officeLocal areaImmediate start- ...Job Description Job Description We are seeking a Financial Advisor (FA) who is committed to building a long-term career in financial planning and delivering exceptional service to our clients. This role is intentionally structured to develop into a Senior Financial...SuggestedLocal area
$66.56k - $99.32k
...recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$100k
...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...SuggestedPermanent employmentTemporary workWork at officeLocal areaRemote work$72.28k - $108.16k
...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...SuggestedWork at officeLocal areaWork from homeFlexible hours- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. This role...Temporary workMonday to FridayShift workDay shift
$30k - $60k
...Morgan Wilshire Securities is seeking a Financial Advisor Trainee to join their team in Garden City, NY. This position offers full-time employment with an annual salary ranging from $30,000 to $60,000. As a trainee, you'll work closely with seasoned professionals, gaining...Full timeTraineeship$100k
Eastern Advisory Group in Hauppauge, New York is seeking ambitious individuals for the Financial Representative role. This position offers the chance to provide financial guidance to clients while benefiting from a structured training program. Candidates will work with...Traineeship$200k
...insurance Opportunity for advancement Paid time off Parental leave Training & development Vision insurance Former Financial Advisor / Broker – Business Development Role REMOTE Compliance Exchange Group (CXG) is a nationally recognized leader in broker-...Full timeWork at officeRemote work- ...TD Bank is seeking a Financial Advisor in Hauppauge, NY. The role involves providing financial planning guidance and selling investment management solutions while ensuring exceptional client service. The Financial Advisor is expected to manage client relationships, facilitate...
$100k
...meetings Lead discovery conversations to understand clients’ financial objectives, risk tolerance, and personal priorities Deliver... ...experience Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role...Permanent employmentWork at officeRemote work$100k
...Job Description Job Description 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 of creating...Permanent employment- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...opportunities are posted here as they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined...Local area
$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$100k
...Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of...- Jacquelyn Jacobson - State Farm Agent in Commack, NY, is seeking an Insurance and Financial Services Team Member. You'll enhance customer relations and facilitate financial planning while representing our agency. If you're sociable and sales-oriented, we want you on our...
- Bank of America is seeking a Financial Advisor in the Town of Smithtown, New York. This role requires providing comprehensive advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client leads and building financial...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at office- ...and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts,... ...: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running....
- ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Melville area to work plan sponsor...
$32k
...LPL Financial Advisor Job Category: Investment Location: Bethpage, NY 11714, USA Description It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible...Base plus commissionFlexible hours- ...white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. We combine... ...top-tier advisor in months, not years * Unmatched Support- Financial planningwithexpert case designfromourattorney and CFP on staff...Shift work
$100k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...OurLong Island office in New York is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...Full timeTemporary workWork at officeFlexible hours$125k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity... ...create strong relationships with new clients as their trusted advisor • Assess each client’s potential life and financial needs to...Full timePart timeImmediate start$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$30k - $60k
...tailored to the unique needs of our clients. We customize goals‑based financial plans and help clients manage their portfolios. Committed to... ...satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities As a Morgan Wilshire team member, you...Full timeTraineeshipRelocationMonday to Friday- A leading financial services company in Commack is seeking an experienced financial advisor to help clients achieve their financial goals through tailored investment strategies. The role includes providing comprehensive advice, triaging client leads, and building strong...
$100k
Eastern Advisory Group, located in Hauppauge, NY, is seeking a motivated financial advisor to enhance client relationships and deliver tailored financial guidance. This hybrid role combines remote flexibility with in-person collaboration, supported by a comprehensive benefits...Remote work- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping... ...range of clients, from new savers to affluent individuals. The successful candidate should...
- A leading financial services company in Selden, NY is seeking an advisor to provide comprehensive financial advice and solutions for clients. The role involves meeting clients to review their financial goals, recommending banking and investment strategies, and requires...
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