Wealth Advisor: Client‑Focused Investment Planner
TD
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 customer-centric approach, licensing (SIE, Series 7, 63, and 66 or equivalents), and the ability to travel within the market to serve clients and partners. #J-18808-Ljbffr TD
$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 strategies and financial goals while... ...financial analysis and wealth management. This full-time role...SuggestedFull time- ...company and how we deliver for our clients, teammates, communities and... ...to review financial and investment goals, building a financial plan... ...such as Certified Financial Planner (CFP) and/or Chartered... ...Branding • Customer and Client Focus • Oral Communications • Issue...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$142.1k - $236.8k
...goal met through the acquisition of new clients from internal and external sources, and... ...of solutions for a comprehensive wealth management strategy for individuals, business... ...with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...SuggestedTemporary workWork experience placement$142.1k - $236.8k
...goal met through the acquisition of new clients from internal and external sources, and... ...of solutions for a comprehensive wealth management strategy for individuals, business... ...with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...SuggestedFull timeTemporary workWork experience placement- ...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... ...Consult customers on financial planning, investment options, and life/health insurance...SuggestedFlexible hours
$70k - $100k
...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... ...Consult customers on financial planning, investment options, and life/health insurance...Full timeFor contractorsFlexible hours- ...owners create, protect, and grow wealth through personalized,... ...long-term impact and trusted client relationships. Position... ...personalized strategies (retirement, investment, insurance, estate planning)... ...Desire to build a client-focused business and long-term career...Flexible hours
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...experts in small business, lending, and investments • Manages financial center traffic,... ...starter with a strong work ethic and intense focus on results, acting in the best interest...Work at officeFlexible hoursShift workWeekend workDay shift
- ...company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds... ...designed to meet the protection and financial needs of your clients A clearly defined career path including opportunities in Management...Fixed term contract
- ...built a strong, high-performing environment focused on growth, teamwork, and delivering a... ...customer relationships and guiding clients toward a secure financial future? Our State... ...Consult customers on financial planning, investment options, and life/health insurance coverage...Work at officeFlexible hours
$80k - $200k
Financial Planner Vista Wealth Solutions | MassMutual Multiple Locations: Greater... ...a Financial Planner, balanced advisor providing a holistic approach to clients. Whether you are an experienced... ...planning, wealth accumulation, investments, and long-term financial strategies...Work at office$17 - $22.96 per hour
...needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge... ...Associated Bank, you’ll be part of a supportive, growth-focused team that values your contributions and invests in your development. We offer meaningful career...Hourly payPart timeNight shift$50.44k - $67.6k
...relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by... ...Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families...Full timeWork at officeLocal areaWork from homeFlexible hours$135k - $175k
...for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals....Full timeTemporary work- JPMorgan Chase & Co. in New York seeks a Retail Banking Sales Associate to deliver excellent client service, build lasting relationships, and educate clients on technology and banking solutions. You will consult with clients to tailor financial products and work with a...Afternoon shift
- ...payments while promoting credit union products. The role requires a high school diploma or GED and cash handling experience, with a focus on accuracy, customer service, and basic computer skills. Learn and grow within a trusted community institution. #J-18808-Ljbffr Teachers...Part time
$62.4k - $80k
...a historic inn, and a presidential yacht. Steeped in over 130 years of tradition, Lessing's Hospitality Group's focus is on providing each guest and client with unique, personalized experiences and remarkable hospitality. Salary Range (NY only): $62,400 - $80,000 per...$16.5 - $20 per hour
...a historic inn, and a presidential yacht. Steeped in over 130 years of tradition, Lessing's Hospitality Group's focus is on providing each guest and client with unique, personalized experiences and remarkable hospitality. Salary Range (NY only): $16.50 - $20 per hourHourly payFull time$25.07 - $41.79 per hour
...assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning,... ...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based...Hourly pay$99k
...and businesses. As a Financial Advisor, you're not just part of any... ...a genuine difference in your clients' lives by offering personalized... ...aspirations. Educate clients on wealth management, retirement... ...and wealth management, with a focus on personalized client strategies...Permanent employment- ...At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel...Work at office
$25.07 - $41.79 per hour
...assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning,... ...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based...Hourly payFull time- ...Stanley in New York City seeks an Analyst-level or Associate-level investment research professional to join the Hardlines, Broadlines, and... ...to initiations of coverage. You will present findings to clients, support sales with timely analysis, and collaborate across teams...
- Morgan Stanley Investment Management (MSIM) seeks an experienced marketer to lead intermediary channel initiatives and translate business objectives into effective campaigns for broker-dealers, RIAs, wirehouses and banks. The role requires 5-8 years in asset management...
- TD Bank is seeking a part-time Client Service Associate in Saint James, NY. You will be the hospitality ambassador, guiding client traffic... ...needs, referring to partners, and presenting self-serve solutions with a focus on risk and regulatory compliance. #J-18808-Ljbffr TDPart time
$95k - $115k
...of Commerce License. Position Summary: The Senior Production Planner is responsible for developing, maintaining, and executing production... ...status updates. Drive continuous improvement initiatives focused on schedule attainment, production flow, inventory optimization...Work at office- ...guidelines accurately Demonstrated experience presenting to small and large groups Demonstrated experience providing outstanding customer-focused advising in a fast-paced team environment Demonstrated quantitative skills Ability to multi-task and work cooperatively with others...Work at officeLocal areaMonday to FridayWeekend workAfternoon shift
- ...employee purchases. QUALIFICATIONS Education High School diploma required Experience 2+ years of finance and/or administration experience focused on document flow and handling transactional processing with deposit processing experience preferred Professional Skills Ability to...Local area
$25 per hour
...Enthusiastic Team Environment. To always provide our brand promise of a stress-free moving or hauling experience, and always provide our clients with H.U.N.K.S. (which stands for Honest, Uniformed, Nice, Knowledgeable, Service).College Hunks Long Island is independently owned...Hourly payFull timeWork at officeWeekend workAfternoon shiftWeekday work- ...perform work tasks Strong interpersonal and communication skills both verbal and written Time management skills Detail-oriented with a focus on quality and accuracy Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis...Night shift
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