Client Wealth Advisor
New York Life Insurance Company
Job Description
Job Description
What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want:
- Comprehensive and ongoing professional training and development
- State-of-the-art marketing and sales solutions
- A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
- A clearly defined career path including opportunities in Management for qualified individuals.
- Comprehensive benefits, including a defined benefit pension plan, and significant earnings potential
- Develop and implement business and marketing plans
- Prospect for potential clients Discuss financial concerns and needs of individuals
- Present potential solutions using our world class suite of products and services
- Develop your professional skills and knowledge
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- TD Wealth is seeking a Financial Advisor in Medford, NY, for a three-year program with a forgivable draw. You will provide financial planning guidance and investment solutions, review client goals, and manage relationships to grow share of wallet. The role requires a strong...Suggested
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$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment... ...skills and understand financial analysis and wealth management. This full-time role requires travel within...SuggestedFull time$24 - $26.5 per hour
Overview Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025...SuggestedFull timePart timeWork experience placementImmediate start$85k - $115k
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...goal met through the acquisition of new clients from internal and external sources, and the... ...of solutions for a comprehensive wealth management strategy for individuals, business... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...Full timeTemporary workWork experience placement$70k - $100k
...Overview Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial...Full timeFor contractorsFlexible hours$85k - $115k
...Hiring! Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial...Work at office- ...role.Line of Business: TD WealthJob Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for... ...experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations...Work at office
$17 - $18 per hour
...to 70 lbs. when necessaryPick orders and stock shelvesReceive and ticket inventoryFulfill orders by cutting, and processing to the client specificationsMagnitude and Relationship ReportingThis position reports to the Warehouse supervisors and may receive additional assignments...Hourly payTemporary work$57.82k
Financial Clearance Associate - Full Time, Evenings Finance/Accounting/Billing Patchogue, NY Full-Time/Regular NYU Langone HospitalSuffolk is a 306-bed medical center, providing care to residents of eastern Long Island. The hospital facility is home to the Knapp...Full timeWork at officeMonday to FridayAfternoon shift- ...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. Being a Great Place to Work is core to how we drive Responsible Growth....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ## Financial Advisor Associate - Medford, NYPostulerremote type: Sur placelocations: Medford, New Yorktime type: Temps pleinposted... ...:**The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth...Temporary workTraineeshipWork experience placementCasual workWork at office
$142.1k - $236.8k
...goal met through the acquisition of new clients from internal and external sources, and the... ...of solutions for a comprehensive wealth management strategy for individuals, business... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...Temporary workWork experience placement- ...Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a...Local areaFlexible hoursNight shift
$20 - $22 per hour
...assist the Office Manager with daily operational needs of the facility. ESSENTIAL DUTIES AND RESPONSIBILITIES: Ensure that all clients are treated with dignity and respect. Affirming care for Lesbian, Gay, Bisexual, Transgender and Questioning clients. Assist...Daily paidPart timeWork at officeNight shift- Financial Services Counselor Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log. Job Responsibility Interviews patients to obtain necessary financial and...Daily paid
$21.78 - $25.59 per hour
...Identify red flags based on risk guidelines and refer escalations to supervisors when necessary. Member Experience: Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market. Make sound recommendations for products and...Hourly payWork at officeFlexible hoursNight shift$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Nesconset role at Teachers Federal Credit Union . Summary The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually...Full timeWork experience placementWork at officeLocal areaImmediate start- ...In addition to identifying referral opportunities for services such as consumer lending, commercial lending, mortgage lending, and wealth management, this position includes a supervisory component. You will work closely with the Assistant Branch Manager to oversee daily...Local areaFlexible hoursNight shift
- Teachers Federal Credit Union is seeking a Financial Services Representative II to build and strengthen member relationships and introduce members to efficient online banking, mobile apps, and ATMs both in person and virtually. You will learn members’ personal financial...
- Teachers Federal Credit Union in Center Moriches, NY is hiring a Financial Services Representative II to build member relationships and introduce members to digital banking tools. The role requires a high school diploma, at least one year of branch experience, and strong...
- Job Title Medford 3681 Horseblock Road, Medford, NY, United States 22.00-24.00 per hour Hourly Full Time Suffolk Credit UnionHourly payFull time
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- Job DescriptionPosition Purpose:Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. These associates learn about products using our tools, and provide inform
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- ...Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial...Work at officeFlexible hours
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