Financial Advisor
$100k - $150kExecutive Alliance
Employment Type: Permanent Salary: $100000-150000/Yr 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 the job. Position is based in Woodbury, NY, but can also be worked hybrid/remotely. Job Function Job Summary The ideal candidate will be responsible for managing and growing client relationships, delivering comprehensive financial planning, and providing tailored investment strategies that align with clients’ goals. Key Responsibilities Manage and expand an existing book of business through proactive client engagement and referrals Develop personalized financial plans, including investment, retirement, tax, and estate planning strategies Provide ongoing portfolio management and performance reviews Identify new business opportunities and drive asset growth Maintain a high level of client service and trust through regular communication Stay current on market trends, financial products, and regulatory requirements Ensure compliance with all industry rules and company policies Qualifications Job Requirement: Proven track record with a strong, transferable book of business (required) Previous experience as a Financial Advisor, Wealth Manager, or similar role Relevant licenses (e.g., Series 7, Series 63/65 or 66) Strong knowledge of financial planning, investments, and wealth management strategies Excellent interpersonal, communication, and relationship-building skills Self-motivated with a results-driven mindset Preferred Skills Ability to work independently while contributing to a collaborative team environment Strong analytical and problem-solving skills High ethical standards and professional integrity Compensation Competitive compensation package including base salary, commissions, and performance-based incentives, commensurate with experience and book of business size. #J-18808-Ljbffr
$61k - $119k
...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 advisor, you start as a financial representative focused...SuggestedFor contractorsWork at officeNorthwestern Mutual
Melville, NY3 days ago- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...Suggested
Tri-State Wealth Advisors of Prudential Advisors
Melville, NY4 days ago - ...Insurance Company is the largest mutual life insurance company in the United States and one of the most respected names in the financial services industry. New York Life is a Fortune 100 mutual company with over 175 years of history helping Americans protect their...SuggestedFlexible hours
Simple Staffing
Melville, NY3 days ago - ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...Suggested
Voya Financial
Melville, NY3 days ago $80k - $150k
...Posted 2 days ago Description Training Provided 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...SuggestedWizeHire
Melville, NY1 day ago$90k - $120k
...office) Base Salary: $90,000 – $120,000 + Bonus + Full Benefits Experience: 2–3+ Years in Wealth Management / Financial Planning Are you an experienced Financial Advisor tired of cold calling and relentless production quotas? Talent Harbor has been retained by a premier,...Interim roleWork at officeWork from homeAfternoon shiftTalent Harbor
Plainview, NY1 day ago- ...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
Impact Recruitment
Woodbury, NY3 days ago $55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the...Flexible hoursCharter Oak Insurance and Financial Services
Melville, NY1 day ago- ...individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align... ...clients. Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth...
Jobtailor
Melville, NY4 days ago $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 officeNorthwestern Mutual
Melville, NY2 days ago- ...Entry‑Level Financial Advisor job at NYL - Nassau‑Suffolk NY. Melville, NY. Great opportunity available at the New York Life Long Island, NY for an Entry‑Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with...
CDL Labor Logistics
Melville, NY3 days ago $85k - $132k
...Financial Advisor / Financial ProfessionalAbout the OpportunityWe are looking for motivated and forward-thinking, people-focused individuals who are passionate about making a positive impact in the lives of others. As a Financial Professional, you will help individuals...Flexible hoursNew York Life
Melville, NY1 day ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
Melville, NY1 day ago - ...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
Center for Wealth Preservation
Woodbury, NY4 days ago $116k
...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,...Work at officeNYL - Nassau-Suffolk NY
Melville, NY1 day ago- ...institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals... ...individuals plan for their future. Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,...Work at officeLocal areaFlexible hours
New York Life
Melville, NY12 days ago - ...a positive impact. Ready to Build a Meaningful Career? * If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect. Apply anytime-there is no deadline, and we are always looking for exceptional talent. * Comprehensive...Local area
Lee Nolan & Koroghlian LLC
Garden City, NY3 days ago $75k - $125k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...Full timePart timeImmediate startNew York Life
Melville, NY2 days ago$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 hoursEdward Jones
Farmingdale, NY3 days ago$72.28k - $108.16k
...dialogue with your 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...Work at officeTD
Bethpage, NY3 days ago- ...Financial Advisor – Long Island, NY A unique succession opportunity is available with a respected independent wealth management firm that offers true operational control, open architecture, and the chance to build real enterprise value. As a senior advisor approaches...Immediate start
New Day Executive Search
Farmingdale, NY2 days ago - ...New York Life Nassau County General Office seeks a self-motivated professional to help clients build long-term financial security using life insurance, annuities and investments. You’ll join a three-year training program with marketing support and mentorship from successful...Work at office
New York Life
Hempstead, NY3 days ago $80k - $90k
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...Interim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Garden City, NY11 hours ago- ## Financial Advisor Associate - Bethpage, NYPostulerremote type: Sur placelocations: Bethpage, New Yorktime type: Temps pleinposted on: Publié il y a 7 jour(s)time left to apply: Date de fin : 3 juillet 2026 (Il reste 12 jours pour postuler)job requisition id: R\_14799...Temporary workTraineeshipWork experience placementCasual workWork at office
TD Bank
Bethpage, NY3 days ago $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 hoursWealth Enhancement Group
Deer Park, NY4 days ago$28.85 - $33.65 per hour
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$100k - $150k
Overview Wealth Enhancement is an independent wealth management firm that offers personalized financial planning. We are seeking a Financial Advisor to join our Long Island office in New York as part of an advisory team. The role involves managing client relationships,...Full timeTemporary workWork at officeFlexible hours$100k
Overview Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...$150k - $200k
...Senior Financial Advisor CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm, we...Temporary workFlexible hoursCAPTRUST
New Hyde Park, NY3 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Melville, NY5 days ago
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