Financial Advisor
$100kNYL - Melville
We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities Be a coachable, organized team member interested in pursuing training development and educational opportunities Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Qualifications Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients A Bachelor’s degree in finance, business administration, or alternate related analytical field is required Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Must have the ability to successfully network and prospect for new clients Must live in or near Long Island, Brooklyn, or Queens Compensation $100,000 per year #J-18808-Ljbffr
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
Bank of America
Melville, 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Farmingdale, NY2 days ago- ...Financial Advisor – Long Island, NY A unique succession opportunity is available with a respected independent wealth management firm that offers true operational control, open architecture, and the chance to build real enterprise value. As a senior advisor approaches...SuggestedImmediate start
New Day Executive Search
Farmingdale, NY2 days ago - ...white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. We combine... ...top-tier advisor in months, not years * Unmatched Support- Financial planningwithexpert case designfromourattorney and CFP on staff...SuggestedShift work
Center for Wealth Preservation
Woodbury, NY11 hours ago $100k - $150k
...6/18/2026 Job Location: Woodbury, New York/Remote United States 11797 Brief Description Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team in Woodbury, NY. Candidates must have assets to bring with them...SuggestedPermanent employmentRemote workExecutive Alliance
Woodbury, NY4 days ago- ...Financial Advisor The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts...
Core Ventures LLC
Melville, NY3 days ago $55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready... ...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on...Flexible hoursMassMutual
Melville, NY1 day ago$66.56k - $99.32k
...your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Temporary workTraineeshipWork experience placementWork at officeLocal areaFlexible hours$120k
...A great opportunity is available at the New York Life, Long Island, NY, for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively...NYL - Nassau-Suffolk NY
Melville, NY1 day ago$100k
Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump‑start your career by joining our growing team as an entry‑level insurance agent. Candidates with strong interpersonal communication...TraineeshipNew York Life
Melville, NY3 days ago- ...Merrill Advisor Development Program - Financial Advisor: Long Island East Market Melville, New York;Smithtown, New York; Southampton, New York; Riverhead, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Melville, NY4 days ago - ...with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Full timeTemporary workTraineeshipWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours
- Fourleaf Federal Credit Union is seeking a Financial Advisor to work with members on investment planning services. This role involves providing tailored financial advice based on individual client needs and maintaining relationships to enhance service delivery. The ideal...Flexible hours
$32k
A community-focused financial institution in New York is seeking a Financial Advisor to provide long-term investment planning services. The ideal candidate will have a strong sales background, experience in the financial market, and relevant certifications. This hybrid...$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
Mineola, NY3 days ago$100k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...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 hoursWealth Enhancement Group
Deer Park, NY4 days ago$100k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Start working todayLive inWork at officeNYL - Melville
Melville, NY1 day ago$100k - $150k
...Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry...New York Life
Melville, NY11 hours ago$72.28k - $108.16k
...Financial Advisor Work Location: Hauppauge, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development...Work at office$100k
...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 guidance to individuals, families, and businesses, helping...Flexible hours- Teachers Federal Credit Union is seeking a Premier Financial Representative to engage and develop mass affluent members. The role focuses on building relationships, managing a book of business, and supporting local branches to drive revenue. The ideal candidate will have...Local area
$66.56k - $99.32k
...with your recruiter who can provide you more specific details for this role. Line of Business TD Wealth Job Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Temporary workTraineeshipWork experience placementWork at officeLocal area- 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. This role...Temporary workMonday to FridayShift workDay shift
$21 - $27 per hour
...Job Title Financial Clearance Representative Job Description The Financial Clearance Representative works with the various components of the insurance verification, insurance notification and authorization, and financial clearance operational activities for the...Contract workWork at office$165k
...Overview Wealth Advisor — Melville, NY. Up to $165K Base + Incentive + Benefits. A boutique wealth management firm on Long Island is... ...Lead client review meetings and planning conversations Provide financial planning, retirement planning, and investment guidance Work with...Local areaMohr Talent
Melville, NY4 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsSummer workInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Farmingdale, NY11 hours ago- ...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...Flexible hours
Thoroughbred Advisors
Hauppauge, NY7 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Melville, NY1 day ago$24k
...Job Description Job Description Forest Hills Financial Group , a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market....Permanent employmentContract workLive inWork at officeFlexible hours$93k - $105k
...and strategic direction. You will empower the business partners and cost center owners with analysis to support the achievement of financial goals and company objectives. Planning: Partner with the functional leaders and finance teams to support the budget and...Night shiftMini--circuit
Melville, NY4 days ago
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