Financial Advisor
Wealthbridge-Financial-Group
WealthBridge Financial Group is seeking motivated Financial Professionals to join our growing team. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. You will develop long-term client relationships, analyze goals, design personalized strategies across retirement, investments, insurance, and estate planning, and collaborate with CPAs and specialists to deliver #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in West Sayville, NY vacancy
- ...At 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 shareholders every day....SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America Corporation
Patchogue, NYmore than 2 months ago - ...Institutional Student Financial Assistance Specialist This Institutional Student Financial Assistance Specialist (ISFAS) incorporates the full range of institutional student financial assistance responsibilities; including assisting graduate level students in the application...SuggestedWork at officeLocal areaMonday to FridayWeekend workAfternoon shift
University Support Services, LLC
Great River, NY2 days ago - WealthBridge Financial Group in Hauppauge, NY is seeking motivated, entrepreneurial Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced...Suggested
$99k
...Job Description Join us at Eastern Advisory Group, where you'll play a crucial role in shaping the financial future of families and businesses. As a Financial Advisor, you're not just part of any team; you're backed by a company with over 175 years of stability and recognized...SuggestedPermanent employmentEastern Advisory Group
Hauppauge, NY14 days ago- Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, you’ll support client financial assessments, create basic financial plans, assist with budgeting, savings...Suggested
- JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling...Local area
Sysco Northeast Rdc
Great River, NY1 day ago - ...Embark on an exciting journey as a Trainee Financial Advisor, where you will develop essential skills in providing comprehensive financial guidance and building lasting client relationships. This position offers a dynamic environment to learn about wealth management, investment...Traineeship
Eastern Advisory Group
Hauppauge, NY2 days ago $57.82k
...Financial Clearance Associate - Full Time, Evenings Finance/Accounting/Billing Patchogue, NY Full-Time/Regular NYU Langone HospitalSuffolk is a 306-bed medical center, providing care to residents of eastern Long Island. The hospital facility is home to the Knapp...Full timeWork at officeMonday to FridayAfternoon shift- .... Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial...
Valley Bank
Holbrook, NY4 days ago - About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term...Flexible hours
- ...objectives into effective campaigns for broker-dealers, RIAs, wirehouses and banks. The role requires 5-8 years in asset management or financial services, strong project management, and excellent communication skills. You will work with Sales, product marketing, events and...
- ...retirement, education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial...Interim roleLocal areaImmediate startShift workDay shift
- Sysco is seeking a Finance Associate to support OpCo operations with transactional and administrative finance duties. You will collaborate with Sysco Business Services to resolve exceptions,process deposits, and manage documentation. Responsibilities include deposits, ...
Sysco
Great River, NY1 day ago - Teachers Federal Credit Union in Bayshore, NY, seeks a Senior Financial Services Representative to engage members in person and virtually and to grow a productive book of business across consumer, small business and lending services. You will build lasting relationships...
$18 - $23.08 per hour
...Hudson, New York 12534Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Hourly payDay shiftKeyCorp
Oakdale, NY4 days ago$142.1k - $236.8k
...all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize...Full timeTemporary workWork experience placement- ...make a difference doing what you love at Children’s. Job Description Serves as primary contact to educate family and community about financial assistance and charity care programs, health insurance exchange, or alternate insurance programs as appropriate. Conducts all...Monday to FridayShift work
- TD Bank in Bohemia is hiring a Teller I for 30 hours a week. This role involves processing banking transactions efficiently and educating customers on TD's services. Ideal candidates should have strong customer service skills and a high school diploma. TD Bank offers a...
TD Bank
Bohemia, NY4 days ago - ...account transactions, and guide customers toward banking solutions while maintaining accuracy and compliance. The role emphasizes financial wellness conversations and teamwork. The position requires a high school diploma or equivalent, cash-handling experience, and basic...Shift work
$41.6k - $51.96k
...cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client's financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational...Hourly payFull timePart time- Mortgage Loan Processor Jet Direct Mortgage is looking for experienced and ambitious Mortgage Loan Processor to join our fast paced, goal oriented and supportive environment. Here is what we are looking for: Review initial loan approval and work with borrower ...
$18.75 - $25 per hour
...Hudson, New York 12534 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial...Hourly payWork experience placementShift workDay shiftKey Bank
Oakdale, NY3 days ago$18 - $23.08 per hour
...Hudson, New York 12534Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Hourly payDay shift- ...M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high... ...comprehensive wealth solutions. Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities license...
001 Manufacturers and Traders Trust Co
Hauppauge, NY4 days ago $41.6k - $51.96k
...cash deposits, and maintaining branch vault cash Identify referral opportunities for new products and services based on client’s financial goals Educate clients on digital and self-service opportunities offered by Citi Adhere to bank policies, operational controls, and...Full timePart time$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources... ...Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through...Temporary workWork experience placementWilmington Trust
Hauppauge, NY3 days ago$23 - $33 per hour
...Union Financial Services Associate As a Union Financial Services Associate, you will perform accounts receivable and collections functions for large and complex accounts within a branch or business unit. You will be responsible for customer accounts and accounts receivable...Hourly payFor contractorsImmediate startWorldwideShift work- JPMorgan Chase & Co. in Hauppauge, NY is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment solutions to individuals and families, from new savers to high-net-worth clients. You will build a book of...
- J.P. Morgan Chase in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families, leveraging Chase Wealth Management resources and digital tools. The role emphasizes relationship management...
$90k
...Job Description Job Description Join Eastern Advisory Group as an Entry-Level Financial Representative and step into a role where your career can truly flourish. You'll be part of a team backed by over 175 years of stability, working with a Fortune 500 company recognized...Permanent employmentEastern Advisory Group
Hauppauge, NY7 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- finance financial West Sayville, NY
- senior financial analyst fp&a West Sayville, NY
- financial West Sayville, NY
- associate leveraged finance
- financial planning assistant
- financial counselor
- financial advisor development program
- oracle ebs finance functional consultant
- associate corporate finance
- private wealth advisor