EntryLevel Financial Representative
$100kEastern Advisory Group
Are you looking for an opportunity to build a rewarding 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 them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits Flexible schedule with a strong work-life balance Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance Training allowance and performance-based incentives Company-sponsored professional development opportunities Sponsorship for required licenses and continuous training Responsibilities Work with clients to assess financial needs and develop personalized strategies Leverage company-provided marketing tools and industry resources Provide guidance on insurance, investments, and retirement planning Ensure compliance with financial industry standards and licensing requirements Participate in structured coaching and mentorship programs Qualifications Strong interpersonal and communication skills Self-motivated, coachable, and driven to succeed Demonstrated leadership or a proven track record of success No prior experience in finance is required—comprehensive training is provided Must be authorized to work in the US Compensation $100,000+ OTE #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$100k
...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 them achieve their...SuggestedFlexible hours- WizeHire, Inc is seeking a Financial Representative in the Town of Islip, NY to provide financial guidance to individuals, families, and businesses. The role requires no prior experience and offers a structured training program to build necessary skills. Additional benefits...SuggestedFlexible hours
$66.56k - $99.32k
...Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients... ...to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ## Financial Advisor - Hauppauge, NYApplyremote type: On Sitelocations: Hauppauge, New Yorktime type: Full timeposted on: Posted 6 Days... ..., to ensure strong performance, collaboration and enthusiasm* Represents TD Wealth to the general public in a professional manner* Is...SuggestedWork at office
$72.28k - $108.16k
...Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw... ...to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is...Work at officeLocal areaWork from homeFlexible hours- ...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...Local area
$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...Work at officeWork from home$100k
...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 them achieve their...Permanent employmentTemporary workWork at officeLocal areaRemote work$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Central Region role at Teachers Federal Credit Union 1 day ago Be among the first 25 applicants Join to apply for the Senior Financial Services Representative - Central Region role at Teachers Federal Credit...Full timePart timeWork experience placementWork at officeLocal areaImmediate start- 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
- 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...
$65k - $80k
Job Description 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...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$100k
...relationships through consistent communication and regular review meetings Lead discovery conversations to understand clients’ financial objectives, risk tolerance, and personal priorities Deliver clear, confident, and compliant financial guidance tailored to client...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- ...empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy... ...community involvement. Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility...Local areaFlexible hoursNight shift
- ...Personal Banker II (Financial Services Representative) At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, lifestyle...Local areaFlexible hoursNight shift
- ...Northwestern Mutual in Melville, New York, is seeking College Financial Representatives to join their internship program. The role offers a framework for building an integrated financial planning practice and provides ample opportunity to connect with experts while helping...Internship
$21 - $27 per hour
...Job Title Financial Clearance Representative Job Description The Financial Clearance Representative works with the various components of the insurance verification, insurance notification and authorization, and financial clearance operational activities for the...Contract workWork at office- ...enjoys being part of a collaborative, high-energy team where they can grow and succeed. Position Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future?...Work at officeFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$150k - $200k
...responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors. Research analysts build financial models to explore...Temporary work- ...Ultimus Fund Solutions is looking for an Associate Financial Administrator I in Hauppauge, New York. This position plays a key role in preparing and filing financial reports, analyzing fund performance, and managing budgets for mutual funds and ETFs. Ideal candidates will...
$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$142.1k - $236.8k
...solutions of the firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term...Temporary workWork experience placement$72.28k - $108.16k
...TD is seeking a Financial Advisor in Hauppauge, New York, to guide clients in financial planning and investment management. This role focuses on building strong client relationships and delivering tailored financial advice. The ideal candidate must have a strong sales...- ...LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This... .... Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver...Work at officeLocal area
$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to... ...NY. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver...Work at officeLocal area- ...WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team in Hauppauge, New York. In this role, you will develop personalized financial plans for clients and guide them through their financial decisions while helping them achieve their long...
$90k - $110k
...helping others and have a desire to make an impact You are ready to live the life you want, both personally, professionally and financially Benefits and Opportunities Licensing sponsorship – NYS Insurance License, SIE, Series 7 & Series 63 Extensive training and development...Full time
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