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 client's current financial situation...SuggestedFull timeTemporary workWork experience placement$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth...SuggestedTemporary workWork experience placement$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth...SuggestedWork at officeLocal area- ...services tailored to their clients needs. This exciting opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch...SuggestedWork at officeLocal area
- Bank of America, through Merrill Wealth Management, offers an Advisor Development Program to groom Financial Advisors who work with high-net-worth individuals, identify client needs, and deliver tailored investment guidance. You will collaborate with Merrill Advisor Teams...Suggested
- ...services tailored to their clients needs. This exciting opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch...Work at officeLocal area
$75.9k - $126.5k
...Financial Advisor Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven... ...book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients....Work experience placement- ...Financial AdvisorJoin Eastern Advisory Group as a Financial Advisor, and be part of a team that empowers clients to achieve their financial goals. We are proud of our legacy, built over 175 years, of helping families and businesses thrive. As a Financial Advisor, you'll...
$80k - $95k
..., USA Waltham, MA, USA Providence, RI, USA Melville, NY, USA Fairfax, VA, USA Philadelphia, PA - 1700 Market Street R260300757 Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify...Work experience placementWork at office- Eastern Advisory Group in Hauppauge, NY seeks a Financial Representative to guide individuals, families, and businesses toward long-term financial goals. No prior experience required; through our structured training, you’ll build a business and start a rewarding career...
- ...reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives. Collaborate with Merrill Financial Advisor Teams to promote portfolio growth, prioritize sourcing prospective clients, and provide customized solutions while maintaining...
$150k - $200k
Trader, Delta One & Equity FinanceLocation: New York, NYPosition SummaryWe are seeking an experienced Delta One / Equity Finance Trader to join a dynamic trading team focused on equity financing, hard-to-borrow markets, and event-driven opportunities. The successful candidate...Temporary work- Morgan Stanley seeks an experienced Delta One / Equity Finance Trader to join a dynamic team focused on equity financing, hard-to-borrow markets, and event-driven opportunities. The role requires pricing complex financing transactions and collaborating with Prime Brokerage...
$25.07 - $41.79 per hour
Branch Customer Experience Specialist 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...Hourly pay- 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
- Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York. This role entails building strong relationships, identifying lending opportunities, and collaborating with cross-functional teams to...
$50k - $80k
...Financial Advisor - Teachers Federal Credit UnionYour career path should lead to real opportunityLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers Federal...Local area- Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Work experience placementFlexible hours
- The Quintessential Experience in Financial Services is seeking Financial Advisor/Investment Advisor Representative roles in New York. This position welcomes entry level to experienced agents, offering direct work with individuals and businesses to secure their financial...Flexible hours
- 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
- This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions...Flexible hoursWeekend work
- Effie Knuth - State Farm Agent is seeking a motivated financial services professional in the Town of Islip, New York. In this role, you will consult with clients on financial planning and provide guidance on life and health insurance strategies. The ideal candidate will...Flexible hours
- Bank of America is seeking a customer-focused in-branch associate to engage clients in the lobby and educate them on self-service options such as mobile and online banking. You will handle cash transactions, deepen client conversations to understand financial goals, and...
$24.5 - $28 per hour
A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will...Hourly pay- Eastern Advisory Group in the United States is seeking a Financial Advisor to guide clients toward their financial goals within a legacy of 175 years, backed by the stability of a Fortune 500 partner. You will build personalized plans, nurture client relationships, educate...
- Teachers Federal Credit Union is seeking a Senior Financial Services Representative in New York. You will engage members in person and virtually, manage a book of business, and support consumer, small business and lending services to drive revenue. You will build strong...
$30k - $60k
...own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and...Full timeTraineeshipRelocationMonday to Friday- 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
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising... ...communication skills and understand financial analysis and wealth management. This full-time role requires travel within the...Full time- ...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...
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