Wealth Advisor
001 Manufacturers and Traders Trust Co
M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales strategies to expand client relationships while ensuring compliance and delivering comprehensive wealth solutions. Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities license and #J-18808-Ljbffr
$142.1k - $236.8k
...and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or... .... Work closely with Client Managers, Custom Credit, Investment Advisors, and Trust Officers to assess the client's current financial situation...SuggestedTemporary workWork experience placementLocal area$100k
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial...SuggestedFlexible hours$28.5 - $34.15 per hour
Summary The Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers. The key functions of the role are managing a book of business and supporting local branches with Premier services to help drive revenue...SuggestedFull timeWork experience placementWork at officeLocal areaImmediate start$18.83 - $29.28 per hour
Senior Financial Center Associate Location: Hauppauge, NY 11788 The Senior Financial Center Associate assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policy and procedures...SuggestedWork at officeLocal area- Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative...SuggestedFlexible hours
- ...Job Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with...Interim roleLocal areaImmediate startShift workDay shift
- ...As an Associate Advisor, you will provide comprehensive evaluations of clients' current financial situations while helping them define... ...management, investment strategies, real estate, retirement planning, mutual funds, and other wealth management solutions. #J-18808-Ljbffr...Temporary work
- Responsibilities Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate...
$17.74 - $29.57 per hour
Expected Work Hours 40 Job Description As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying ...Full timePart timeWork at office$50k - $80k
...Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers...Local area- Relationship Banker - Copiague and Hauppauge, NY Area *Bilingual Spanish required Copiague, New York;Hauppauge, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting...Work at officeFlexible hoursShift workWeekend workDay shift
$25.07 - $41.79 per hour
Overview: Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our...Hourly pay- ...financial aid processes. Financial Aid experience in a SUNY or NY State University. Brief Description of Duties The Financial Aid Advisor will provide direct financial aid counseling and customer service via telephone, e‑mail/electronic notification and in person to students...Full timeWork at officeVisa sponsorshipWork visa
- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial... ...planning. Provide retirement planning, investment, and wealth management solutions tailored to client needs. Educate clients...
- Job Description Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log. Job Responsibility * Interviews patients to obtain necessary financial and insurance...Hourly payDaily paidFull time
$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...- ...financial aid processes. Financial Aid experience in a SUNY or NY State University. Brief Description of Duties The Financial Aid Advisor will provide direct financial aid counseling and customer service via telephone, email/electronic notification and in person to students...Full timeWork at officeVisa sponsorshipWork visa
$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- ...requirements Compensation that is 100% benefitable, regardless of the product or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a...
- Teachers Federal Credit Union in Hauppauge, NY seeks a Commercial Credit Analyst III to review credit data and evaluate complex commercial real estate and small business loans, assisting in loan approvals or denials. You will analyze financial statements, tax returns, ...
$18.5 - $23.42 per hour
Pay Range: $18.50 - $23.42 Bend, Twist, Crouch, Squat The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met...Full timeTemporary workPart timeBank staffWork visaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office$100k - $150k
...About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the... ...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 hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...new position. Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...Work at officeShift workDay shift
$85k - $132k
Description Training Provided We are seeking motivated, ambitious, and relationship-driven individuals to join our team as Financial Professionals. In this role, you will work closely with individuals, families, and business owners to help them identify their financial...$100k
...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 our clients achieve their monetary goals....Live inWork at office$55k - $130k
...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on... ...Requirements Proven experience as a Financial Advisor or Wealth Advisor Active Life and Health Aspirations of becoming securities...Flexible hours- WealthBridge Financial Group in Melville, NY seeks entrepreneurial Financial Professionals to join our growing team. You will work with individuals, families, and business owners to develop customized financial strategies while growing your own practice within a collaborative...
- ...The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently... ...Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running....
- Morgan Stanley seeks a Fixed Income Product Specialist to join the Mortgage & Securitized team. You will translate portfolio positioning, performance trends and market developments into clear internal and client-facing materials, and contribute to reporting, market commentary...
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