Financial Advisor
SC Staffing & Consulting
Our client is seeking a client-focused Financial Advisor. The ideal candidate will help individuals and businesses achieve their financial goals by providing personalized financial planning, investment guidance, retirement strategies, insurance solutions, and wealth management services. This is a hybrid position. Key Responsibilities Meet with clients to assess their financial goals, risk tolerance, and financial situation. Develop customized financial plans. Recommend appropriate financial products and investment solutions. Monitor client portfolios based on changing market conditions and life events. Maintain regular communication and current guidance with clients. Generate new business. Ensure compliance. Key Qualifications Bachelor\'s degree in Finance, Business, Economics, or a related field preferred. 2 plus years of financial planning or advising experience. FINRA licenses (Series 7, 66, or equivalent) preferred or willingness to obtain. PA insurance license preferred or willingness to obtain. CFP certification preferred or willingness to obtain. #J-18808-Ljbffr SC Staffing & Consulting
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in New York, NY vacancy
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
New York, NY2 days ago$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth...SuggestedTemporary workLocal areaFlexible hoursCAPTRUST
New York, NY3 days ago- ...Financial Advisor - Gramercy East Join Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering...SuggestedWork experience placement
M&T Bank
New York, NY3 days ago - ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Absecon, NJ3 days ago - ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real dreams and...Suggested
Lee Nolan & Koroghlian LLC
New York, NY3 days ago - ...Build Your Practice. Lead Your Future. The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for driven, entrepreneurial...
Fifth Avenue Financial
New York, NY3 days ago $65k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and...Temporary workWork at officeMonday to FridayDay shiftBank of America
Absecon, NJ4 days ago- ...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....Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
New York, NY12 hours ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
New York, NY1 day ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
New York, NY12 hours ago$55.25k - $66.3k
...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you...Full timePart timeWork experience placementLocal areaAmeriprise Financial
New York, NY2 days ago$28.85 - $33.65 per hour
...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... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift- ...Job Description Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors...
Dynamic Wealth Strategies Inc
New York, NYmore than 2 months ago $130k - $135k
...Job Description Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships...Temporary workAltfest Personal Wealth Management
New York, NY11 days ago$59.06k - $114.27k
...Job Description Job Description Join our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop...Full timeWork at officeRemote workRelocationNew York Life Insurance Company
New York, NY11 days ago- ...white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. We combine... ...a top-tier advisor in months, not years Unmatched Support– Financial planning with expert case design from our attorney and CFP on...Full timeShift work
Center for Wealth Preservation
New York, NY27 days ago - Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00262## Primary Office Location:117 South Allen Street. State College, Pennsylvania. 16801.## **Join our team. Make a difference...Work at office
- ECPI University is seeking a Financial Assistance Advisor to provide financial aid support and counseling to incoming and existing students. The role oversees daily processing flow and communicates updates to students within the Financial Aid Office. Strong analytical...Work at office
- Fulton Financial, based in Parsippany, NJ, is seeking a full-time on-site financial advisor to guide clients on financial plans using tax and investment strategies, securities, insurance, pension plans, and real estate. You will assess assets, liabilities, cash flow, insurance...Full time
- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
- ...les accepter. Pour obtenir de plus amples renseignements, consultez notre **.*** Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need* Develops, maintains and manages all aspects of the client’s...Temporary workTraineeshipWork experience placementCasual workWork at office
$100k - $150k
...Westchester County. For decades, we’ve taken an uncommon approach to financial services - one built on: Comprehensive planning across... ...professionals from outside the industry into elite Financial Advisors, supported by: Structured training Direct mentorship from senior...Work at office3 days per week- ...with your recruiter who can provide you more 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...Work at office
$15 per hour
...Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial Regional Director at Prudential Advisors Prudential Financial Hunterdon County New Jersey About the Company Take your career to the next level at Prudential...Minimum wageFull timeContract workPart time$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in New York, NY, to build client relationships and provide financial planning services. This role offers a robust training program and performance-based earnings ranging from $61,000 to $250,000 annually. Ideal candidates...- Northwestern Mutual invites ambitious individuals to become Financial Representatives, starting as client-builders with licenses. You... ...award-winning training and gain exposure to a national network of advisors while building a personal practice focused on comprehensive...For contractors
- ...our employees and customers. Overview This is a full-time, on-site, commissioned career opportunity based out of our Parsippany, NJ financial center. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension...Full timeLocal areaWork visaFlexible hours
- Job Description As a Financial Representative you will build long-lasting relationships with clients, offer guidance, and provide solutions to help clients meet their financial goals. Financial Representatives are supported by training programs, mentoring, and unlimited...
- Knugget Financial Services specializes in providing tailored financial solutions for veterans, active-duty service members, and their families... ...Description This is a full-time remote role for a Financial Advisor at Knugget Financial Services. The Financial Advisor will be...Full timeRemote work
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- international financial advisor New York, NY
- financial advisor New York, NY
- financial associate New York, NY
- oracle financial functional consultant New York, NY
- estate planning consultant New York, NY
- associate leveraged finance New York, NY
- financial advisor wealth manager New York, NY
- financial advisor associate New York, NY
- financial planning associate New York, NY
- financial planning assistant New York, NY