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 Executive Alliance
$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...SuggestedFlexible hoursCharter Oak Insurance and Financial Services
Melville, NY3 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Melville, NY2 days ago- ...Life 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, 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...Suggested
Jobtailor
Melville, NY1 day 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
$70k - $80k
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 a Great Place...Work at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America in Hewlett and Hicksville seeks a financial professional to provide comprehensive client advice and customized solutions. You will triage leads, refer to partners, review goals, and build financial plans with brokerage products while pursuing required licenses...Monday to Friday
$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...For contractorsWork at office$65k - $80k
Job Description: This position provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting...Temporary workMonday to FridayShift workDay shift- 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...
- Talent Harbor is hiring a Financial Advisor in Plainview, NY for a salaried, growth-focused role with no cold calling. You will manage an assigned client portfolio, conduct firm-led consultations, and build holistic financial plans using eMoney, while leveraging a supportive...
- Bank of America in New York is seeking a financial advisor who provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, referring to business partners, and meeting with...
- ...advice and customized solutions to clients Triage client leads and make referrals to business partners Meeting clients to review financial and investment goals Applying and expanding knowledge by completing required licenses and trainings Responsible for the...
$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...$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 shift- Bank of America in Syosset, NY seeks a role focused on providing comprehensive financial advice to clients, building plans with brokerage products, and coordinating with partners to meet client goals. The role requires Series 7 and 66 licenses, at least one year in investments...Monday to Friday
- ...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, NY2 days ago $28.85 - $33.65 per hour
...Overview This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Hourly payTemporary workMonday to FridayShift workDay shift- TD Bank in Hicksville, New York is looking for a Financial Advisor Trainee. This role is a transitional position that prepares you for the Financial Advisor Associate role, where you'll learn to manage client relationships while addressing their wealth management needs....Traineeship
- ...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, NY14 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, NY5 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, NY5 days ago- ...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 start
WizeHire
Melville, NY5 days ago - ...Company Description MassMutual is a long-established financial services company founded in 1851, built on the principle of “living mutual... ...at Role Description This full-time on-site Financial Advisor role is based in Greenvale, NY. The Financial Advisor will meet...Full timeWork at office
MassMutual
Greenvale, NY5 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 hoursDay shift$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area- Bank of America is seeking a Financial Center Advisor in the New York area to help clients reach financial goals using brokerage and banking solutions. The role involves triaging requests, referring to partners, and reviewing client plans with licensed support as needed...
$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- Teachers Federal Credit Union is seeking a Premier Financial Representative to engage mass affluent members and grow a robust book of business. You will support local branches with Premier services, perform comprehensive financial reviews, and log outcomes in our CRM to...Work at officeLocal area
$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...
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