Financial Planner
$100kNew York Life
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 goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. Compensation Compensation: $100,000 at plan yearly #J-18808-Ljbffr
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Financial Planner in Melville, NY vacancy
$100k - $150k
...Join a team where your financial expertise can make a lasting impact. At New York Life, we're dedicated to empowering financial professionals with the support, guidance, and resources they need to excel. As part of our dynamic team, you'll help clients achieve their financial...SuggestedNew York Life
Melville, NY12 hours ago- Citigroup Inc. is hiring a Personal Banker in Plainview, New York. This entry level position is responsible for assisting with sales and customer service through strong communication and relationship-building skills. Candidates should have prior experience in banking or...Suggested
Citigroup Inc
Plainview, NY3 days ago - ...and gain knowledge from the customer; analyze needs and recommend appropriate products and services. Meet with customers to analyze financial needs and maximize sales opportunities; open new accounts (checking, savings, certificate of deposit, IRAs), discuss and sell loan...SuggestedWork at office
Valley Bank
Huntington Station, NY3 days ago - ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking...Suggested
Valley Bank
Huntington Station, NY3 days ago $25.07 - $41.79 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively...SuggestedHourly payM&T Bank
Melville, NY5 days ago$25 - $27.88 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....Hourly payWork at officeShift workWeekend workDay shiftDormont Manufacturing Company
Woodbury, NY2 days ago$25.07 - $41.79 per hour
M&T Bank is looking for a proactive individual to join our Melville, New York branch. This role focuses on identifying customer needs and providing tailored sales solutions. Candidates should have a strong background in retail sales and customer service, with proven communication...Hourly payM&T Bank
Melville, NY12 hours ago$25.07 - $41.79 per hour
...customer profiles to assess potential ways to add value to clients' banking relationship and transition to needs‑based discussion on financial goals. Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payLocal areaDormont Manufacturing Company
Melville, NY12 hours ago- ...Financial Advisor The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in... ...employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top...
Core Ventures LLC
Melville, NY1 day ago $100k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a... ..., personal financial advisor or responsibilities, or financial planner roles is essential Must have the ability to successfully network...Start working todayLive inWork at officeNYL - Melville
Melville, NY5 days ago$24k
...Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City,...Permanent employmentContract workLive inWork at officeFlexible hoursTEEMA Solutions Group
Melville, NY2 days ago$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful...Flexible hoursMassMutual
Melville, NY3 days ago$25 - $27.88 per hour
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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$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$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement package and...Full timeContract workFor contractorsWork at office$32k
What You’ll Do FourLeaf Financial Group Advisors work with members on a long‑term basis, pursuing goals from the initial relationship genesis, providing financial services and products based on current and future financial situations, cultivating trust and sincerity. Our...Base plus commissionFlexible hours$72.28k - $108.16k
...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 planning guidance & selling investment management...Work at officeLocal area$1,000 per month
...Overview 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 up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Melville, NY5 days ago$1,000 per month
...Overview 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 up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Melville, NY4 days ago$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 hoursNorthwestern Mutual
Melville, NY3 days ago$100k
Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump‑start your career by joining our growing team as an entry‑level insurance agent. Candidates with strong interpersonal communication...TraineeshipNew York Life
Melville, NY1 day ago$100k
...firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will... ..., personal financial advisor or responsibilities, or financial planner roles is essential Superior communication, relationship...Live inWork at office$93k - $105k
...and strategic direction. You will empower the business partners and cost center owners with analysis to support the achievement of financial goals and company objectives. Planning: Partner with the functional leaders and finance teams to support the budget and...Night shiftMini--circuit
Melville, NY2 days ago- ...dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: 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 officeLocal areaWork from homeFlexible hours
- Citigroup Inc. is seeking a Personal Banker SAFE Act for their Wantagh location. This entry-level position involves assisting with sales and providing exceptional customer service to build lasting relationships with consumer clients. The ideal candidate will have a Bachelor...
Citigroup Inc
Wantagh, NY3 days ago $21 - $22 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well‑being while making banking easy. UMB’s branches offer many opportunities to...Local areaFlexible hoursAfternoon shiftUMB Bank
Brentwood, NY5 days ago- ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking...
Valley National Bancorp
Jericho, NY5 days ago $26.5 - $29 per hour
...school 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. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers...Full timePart timeWork experience placementLocal areaImmediate startCooper Farms
Brentwood, NY3 days ago- Citigroup Inc. seeks a Personal Banker in Jericho, New York, to enhance customer relationships and increase sales. This entry-level position involves working closely with the customer service team, assisting in sales activities, and identifying business opportunities for...
Citigroup Inc
Jericho, NY5 days ago - Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Hicksville, New York. This position involves assisting with sales and service activities while fostering strong relationships with clients to enhance sales and client loyalty. Key responsibilities include...
Citigroup Inc
Hicksville, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- financial planning administrator Melville, NY
- financial advisor development program Melville, NY
- wealth advisor Melville, NY
- associate corporate finance Melville, NY
- financial associate Melville, NY
- estate planning consultant Melville, NY
- financial advisor Melville, NY
- financial advisor associate Melville, NY
- financial counselor Melville, NY
- jde finance consultant Melville, NY