Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Advisor for Client Growth

$125k - $175k

CAPTRUST

The CAPTRUST firm is looking for a Business Development Financial Advisor in New York. This role focuses on fostering client relationships through custodial distribution channels and involves significant networking and travel. Qualified candidates should possess strong communication skills, problem-solving abilities, and ideally, a Bachelor’s degree. The compensation package ranges from $125,000 to $175,000, with potential for bonuses and equity ownership. CAPTRUST is committed to diversity and offers an extensive employee benefits package. #J-18808-Ljbffr CAPTRUST

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Strategic Financial Advisor for Client Growth in Florida, NY vacancy
  • Bank of America in the Town of Florida seeks a qualified financial advisor to provide customized financial solutions to clients. This role involves building financial plans, triaging client requests, and recommending appropriate banking and investment strategies. Candidates... 
    Suggested

    Bank of America

    Florida, NY
    12 hours ago
  • Bank of America is seeking a Financial Solutions Advisor Stage I in the Town of Florida, New York. In this role, you will obtain necessary licenses while building client relationships, providing investment solutions, and delivering tailored advice to clients. The ideal... 
    Suggested

    Bank of America

    Florida, NY
    2 days ago
  • A financial institution is seeking a Private Wealth Management Advisor in New York. The role involves managing affluent client portfolios, collaborating for wealth service offerings, and focusing on relationship growth. A bachelor's degree and five years in financial services... 
    Suggested
    Full time

    Regions Bank

    Florida, NY
    12 hours ago
  • Edward Jones is seeking a full-time financial advisor in the Town of Warwick, NY. This role involves developing and managing a client practice, overseeing operations within a branch office, and providing support for long-term financial planning. The ideal candidate will... 
    Suggested
    Full time
    Work at office

    Edward Jones

    Warwick, NY
    1 day ago
  • Phillip Williams - State Farm Agent is looking for an Insurance and Financial Services Representative to enhance client relationships and provide exceptional service. You will play a crucial role in improving customer lives by marketing relevant products. This position... 
    Suggested

    Phillip Williams - State Farm Agent

    Warwick, NY
    12 hours ago
  • Coastal Wealth is seeking a Financial Advisor in the Town of Florida, New York. The role involves...  ...financial futures, prospecting for clients and providing tailored financial solutions...  ...opportunity for personal and professional growth within a supportive entrepreneurial... 
    Full time

    Coastal Wealth

    Florida, NY
    2 days ago
  • Makari Group, LLC is seeking a mid-level Financial Advisor based in the Town of Florida, New York....  ...support to help advisors grow their client base. The ideal candidate has 8-10 years...  ...financial advisory career and achieve exceptional growth. #J-18808-Ljbffr Makari Group, LLC

    Makari Group, LLC

    Florida, NY
    3 days ago
  • New York Life is seeking a full-time Financial Professional/Agent for a hybrid role that combines...  ...allows for significant career growth into leadership positions based on performance...  ...motivated and capable of fostering long-term client relationships. Comprehensive training and... 
    Full time
    Work at office
    Remote work

    New York Life

    Florida, NY
    1 day ago
  • Fairygodboss is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice to individuals and families. This role involves building relationships, delivering personalized investment solutions, and embracing digital innovations. The... 

    Fairygodboss

    Florida, NY
    4 days ago
  • A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will support clients in achieving their financial goals, from those just starting to save to high-net-worth individuals. Key responsibilities... 
    Full time

    JPMorganChase

    Florida, NY
    2 days ago
  • $70k

    Citi is seeking a Senior Wealth Relationship Advisor in New York to deepen relationships with existing clients, manage client follow-ups, and ensure compliance with...  ...candidate will have 5-8 years of experience in financial services, hold necessary FINRA registrations,... 

    Citi

    Florida, NY
    1 day ago
  • $122k - $144k

    Synergy Wealth Alliance is looking for a dedicated Lead Advisor to enhance client relationships and support senior advisors. The role requires a financial expert who enjoys strategic planning and collaborative environments. Your focus will include managing client interactions... 

    Synergy Wealth Alliance

    Florida, NY
    2 days ago
  • Truist in the Town of Florida, NY is looking for a dedicated individual to provide exceptional client service and support in financial solutions. You will be tasked with enhancing client relationships and assisting with teller duties as required. The ideal candidate should... 
    Work at office

    Truist

    Florida, NY
    1 day ago
  • $22.61 - $37.67 per hour

     ...sales and service in Goshen, New York. This position involves identifying customer needs, performing outreach, and onboarding new clients. The ideal candidate will have substantial retail sales experience and strong communication skills to enhance customer relationships... 
    Hourly pay

    M&T Bank

    Goshen, NY
    4 days ago
  •  ...seeking a Relationship Banker II in Florida to meet customers' financial needs through in-person and phone consultations. The role involves...  .... This is a full-time position offering opportunities for growth and a commission incentive plan based on performance, along with... 
    Full time

    Regions Bank

    Florida, NY
    3 days ago
  • A leading financial institution is seeking a Financial Solutions Advisor Stage I to help clients manage their financial lives. This entry-level role involves obtaining necessary...  ...extensive training program and competitive growth opportunities, making it perfect for those... 

    National Black MBA Association

    Florida, NY
    2 days ago
  •  ...Marketing Strategist to join our Network Partner Marketing team. This role involves providing strategic consultation and account management to our financial advisor clients, with a focus on delivering impactful marketing outcomes. The ideal candidate should have 5 to... 

    Sonara Inc.

    Florida, NY
    4 days ago
  • Role, Inc. in the Town of Florida, New York, seeks a professional focused on client relationship management in the financial sector. The role involves providing tailored financial advice, acquiring new clients, and maintaining existing relationships. Required qualifications... 
    Full time

    Role, Inc.

    Florida, NY
    4 days ago
  •  ...DAUPHIN - State Farm Agent is seeking a Securities Licensed Financial Advisor to offer extensive financial planning and mentoring within a...  ...adherence to industry standards. This position emphasizes integrity, client education, and a structured salary with opportunities for... 

    JOANNE DAUPHIN - State Farm Agent

    Florida, NY
    1 day ago
  • Fwainvest is looking for a motivated Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires effective...  ...a supportive work environment with opportunities for growth. #J-18808-Ljbffr Fwainvest

    Fwainvest

    Florida, NY
    3 days ago
  • Dormont Manufacturing Co is seeking an Associate Financial Advisor to work alongside a successful LPL Advisor, providing advice and planning support for clients. Responsibilities include analyzing financial data, preparing client communications, and developing referral... 

    Dormont Manufacturing Co

    Florida, NY
    2 days ago
  • A leading financial services company in New York seeks a motivated Financial Representative to engage with clients on financial needs and offer tailored solutions, including life insurance products. This full-time role emphasizes strong interpersonal skills and a commitment... 
    Full time

    The Western and Southern Life Insurance Company

    Florida, NY
    12 hours ago
  • $100k - $120k

    Service Advisor Location: Jupiter, Florida Are you passionate...  ...-term relationships with clients and guiding them toward financial freedom? An innovative...  ...relationships—providing strategic financial advice and holistic...  ...-building skills Growth mindset and a desire to help... 
    Full time
    Work at office
    Flexible hours

    Radium Search

    Florida, NY
    12 hours ago
  • Overview Makari Group is seeking a mid-level Financial Advisor ($550K-$650K T12) to fill a strategic growth position with one of our client firms based in a city office. This salaried position (+ commission) presents a unique opportunity for a driven professional who’s... 
    Work at office

    Makari Group, LLC

    Florida, NY
    3 days ago
  • A leading financial institution in New York seeks a Financial Advisor to guide clients in achieving their financial goals through tailored advice and comprehensive solutions. Responsibilities include client engagement, financial planning, and risk management. Ideal candidates... 
    Full time

    Bank of America

    Florida, NY
    12 hours ago
  •  ...manage a high-performing team. In this role, you will drive client satisfaction and revenue growth while overseeing critical operations. Your...  ...candidates have 8+ years in client management, strong financial acuity, and a commitment to fostering a diverse workplace... 
    Contract work

    Aptia Insurance Service Group LLC

    Florida, NY
    2 days ago
  •  ...in New York. In this full-time role, you will drive client satisfaction and oversee revenue growth, ensuring operational excellence across client accounts...  ...have over 8 years in client management, strong financial and negotiation skills, and experience in health and... 
    Remote job
    Full time

    Aptia Group

    Florida, NY
    3 days ago
  •  ...United States, is seeking a Director to lead the Portfolio Strategy & Commercialization function. This role requires a strategic leader to translate growth priorities into actionable commercialization plans. The successful candidate will collaborate with teams across... 

    Dds Lab

    Florida, NY
    1 day ago
  • U.S. Bank is seeking a seasoned client relationship manager responsible for the retention and growth of high net worth client relationships. You will lead a team of Banking, Trust, and Investment professionals to meet and exceed client needs while addressing complex wealth... 

    Us Bank

    Florida, NY
    12 hours ago
  • A financial services company is seeking an Experienced Financial Advisor in Florida to assist clients with customized financial plans and investment solutions. The position offers access to a diverse range of financial products through LPL Financial and an existing client... 

    Prudential Advisors

    Florida, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Advisor for Client Growth. Be the first to apply!