Investment Advisor Representative
$60k - $128kThe Quintessential Experience
Job Title: Financial Professional/Financial Advisor Pay and Benefits: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program, Retirement plan, Tuition reimbursement, Vision insurance Supplemental Pay: Bonus pay, Commission pay Job Description: Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and satisfaction? Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures. Discover a career in a high growth industry that can't be offshored or outsourced. By joining TQE Financial, you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. We are growing our team of Financial Professionals in Long Island, NY currently looking for talented individuals interested in the financial field to join our team. Must be a driven, entrepreneurial-minded, college student or graduate majoring in Financial/Business, desiring a Management Career Path in the surrounding New York. Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning. License reimbursement, training, and on-going education provided. Competitive compensation and a full benefits package for qualified individuals. Who should consider this career? We provide the resources, support and one-on-one training to help you leverage your prior experience in law, banking, sales, marketing, accounting, management, finance, real estate, mortgage and business development. However, we have successful advisors that have come from all walks of life, including but not limited to: teachers, lawyers, business owners, engineers and military returning to civilian life. It is important to also have excellent communication skills, a strong work ethic, and desire to succeed. About TQE Financial - The Quintessential Experience in Financial Services Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets. One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs. Benefits: Dental insurance Flexible schedule Health insurance Health savings account Life insurance Professional development assistance Referral program Retirement plan Vision insurance Schedule: Flexible Supplemental Pay: Bonus pay Commission pay Education: Bachelor's (Preferred) Experience: Sales: 3 years (Preferred) Business development: 3 years (Preferred) Jericho NY / Hauppauge NY Paid Training: Yes #J-18808-Ljbffr The Quintessential Experience
$50k
Internal Wholesaler and Investment Adviser Representative (for an independent SEC Registered Investment Adviser (RIA)) Anticipated Start Date: July... ...services (a business-to-business sales role) and as a junior advisor to existing retail investment advisory and financial...SuggestedFull timeWork at officeRemote workTrial period- Bank of America is seeking a client-focused advisor to triage leads, refer to internal specialists, and meet with clients to review financial and investment goals. You will tailor comprehensive banking and brokerage solutions to help clients reach their financial targets...Suggested
$112.24k - $185.05k
Position TitleDeposit Portfolio Manager SrLocationNationwide, MI 48098Job SummaryThe Senior Manager, Deposit Portfolio Management is responsible for leading the end-to-end delivery of the assigned domain — either Forecasting and Analytics or Performance Management — with...SuggestedFull timeWork experience placementLocal areaWork from home- Job DescriptionResponsibilities include but are not limited to:Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch...Suggested
$71.82k - $95.78k
...401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your...SuggestedFull timeTemporary workPart timeWork at officeLocal areaMonday to FridayFlexible hours$55k - $90k
...the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding... ..., monitor client activity and performance, communicate investment strategy, and gather information for wealth planning. At RBC Wealth...Flexible hours- NBT Bancorp Inc. seeks a detail-oriented analyst in Norwich, NY. The role focuses on preparing analytical memorandums and analyzing financial statements for commercial borrowers. Candidates should have a Bachelor’s degree in finance or a similar field and several years ...
$20.53 - $34.23 per hour
...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...Full timePart time- NBT Bank is seeking a Commercial Credit Analyst to complete due diligence, analyze borrower financial information, and prepare underwriting documents assessing repayment capacity across industries and structures. You will join credit officers on client calls, support junior...
- Citi in Plainview, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relationships. The role includes working with business credit requests and delivering exceptional client experiences. Ideal...
- ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...Our client is seeking a Senior Advisor/Banker who leads with investments. Manage, develop and retain full-service relationships with...- ...connect them with suitable solutions. This in-office role emphasizes relationship building, adherence to policies and laws, and collaboration with specialists in lending and investments to grow the client base and deliver an exceptional banking experience. #J-18808-Ljbffr...Work at office
- ...design, and regulatory adherence. The candidate will analyze census data, validate participant records, and coordinate with TPAs and advisors while mentoring junior staff. A strong EA designation and extensive Excel skills are required. #J-18808-Ljbffr Community Bank, N....
- CompensationMount Sinai South Nassau provides a salary range in good faith determination of potential compensation to comply with the New York State law on Salary Transparency in Job Advertisements. Actual salaries depend on a variety of factors, including experience, education...Full time
- Bank of America in Hewlett, NY is seeking a financially skilled advisor to provide comprehensive advice and customized solutions to... ...review goals and recommend products across brokerage, banking, and investment services. Required licenses and ongoing trainings are expected...
$116k - $229.1k
...purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development...Local area$28.85 - $33.65 per hour
...making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Traineebfb3568a-762b-4989-884b-a9682aa104ca...Full timeTraineeshipWork experience placementLocal areaMonday to Friday
$35 - $38 per hour
Commercial Loan Processor Auto Decision If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve...Hourly payRemote work- Jovia Financial in Levittown, NY is seeking a Member Service Representative / Personal Banker who can engage with members, explain services, and cross-sell products to meet their financial needs. You will process transactions, resolve concerns, and maintain accurate records...Full time
- Valley Bank is seeking a Relationship Banker to drive branch growth by deepening customer relationships and acquiring new clients through proactive cross-selling. You will deliver exceptional service, uphold regulatory standards, and promote our digital banking tools to...
- Chase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitable service and leveraging cutting-edge fintech to meet client needs. You will acquire, manage, and retain client relationships, applying your financial knowledge to suggest...
- If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial...Flexible hoursWeekend work
- Responsibilities Attain complete knowledge of products and services, recognize referral opportunities, and successfully partner with business lines including mortgage, wealth, cash management, commercial lending and residential lending. Perform all teller and platform transactions...Work experience placement
$100k - $200k
...Our firm delivers comprehensive strategies across Insurance, Investments, Retirement Planning, Employee Benefits, and Property &... ...production over $85K FYC and applies only to Financial Services Representatives holding a full-time career contract with MassMutual....Full timeContract workFor contractorsWork at officeWork visa- ...Brief Description Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team... ...comprehensive financial planning, and providing tailored investment strategies that align with clients’ goals. Key Responsibilities...Remote work
$90k - $120k
...Management / Financial Planning Are you an experienced Financial Advisor tired of cold calling and relentless production quotas? Talent... ...independent wealth management firm based in Plainview, NY to represent an exceptional Financial Advisor opportunity. Our client believes...Interim roleWork at officeWork from homeAfternoon shift- ...for Wealth Preservation (CWP) is seeking 1–2 Junior Financial Advisors to join our growing wealth management team. This role is designed... ...professional who is looking to build a long-term career in investments, financial planning, and client advisory services while working...Local area
- Jovia Financial Credit Union in New York is seeking a Member Service Representative / Personal Banker to deliver exceptional member service and promote a service/sales culture. You will engage with members to identify needs and cross-sell suitable financial products. The...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor Representative. Be the first to apply!


