Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Entry-Level Financial Planner

$116k

New York Life

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! Compensation: $116,000 at plan yearly #J-18808-Ljbffr

Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Entry-Level Financial Planner in New York, NY vacancy
  • $116k

     ...A financial services firm in New York is seeking an enthusiastic entry-level financial advisor. The role offers opportunities for growth and focuses on helping clients reach their financial goals through various planning services. Candidates should be dedicated to excellent... 
    Entry level

    New York Life

    New York, NY
    1 day ago
  •  ...A financial services company in the United States seeks hardworking individuals for entry-level financial professional roles. No prior experience is needed as comprehensive training will be provided. Candidates will assist clients with their financial goals and help develop... 
    Entry level
    Part time
    Flexible hours

    Morrison Family Financial

    New York, NY
    16 hours ago
  •  ...A financial services firm is seeking hard-working individuals for entry-level financial professional positions. No prior experience is required, as the company provides a comprehensive training program. The role involves assisting clients in defining their financial goals... 
    Entry level
    Full time
    Part time
    Flexible hours

    Morrison Family Financial

    New York, NY
    16 hours ago
  • Responsibilities include handling small business opportunities, coaching staff on programs, and ensuring compliance with Citi policies. A bachelor’s degree and NMLS/Safe Act compliance are required. #J-18808-Ljbffr
    Entry level

    Citi

    New York, NY
    16 hours ago
  •  ...Citigroup Inc. is looking for an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relations to build loyalty and increase sales. The ideal candidate will work with business credit requests, build referral... 
    Entry level

    Citigroup Inc

    New York, NY
    1 day ago
  •  ...Citi is seeking an entry-level Personal Banker SAFE Act to assist in executing sales, products, and services with the customer service team. The goal is to foster client relationships, build loyalty, and help increase sales to individual consumer clients. Responsibilities... 
    Entry level

    Citi

    New York, NY
    1 day ago
  •  ...Description 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... 
    Entry level
    Start working today
    Work at office

    New York Life

    New York, NY
    1 day ago
  • $70k

     ...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary... 
    Entry level
    Work at office

    Valor Family Financial

    New York, NY
    4 days ago
  • $250k

     ...impact. Job Overview The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales...  ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards... 
    Entry level

    Citigroup Inc

    New York, NY
    3 days ago
  • Citi is hiring an entry-level Personal Banker in New York to assist in delivering sales, products, and services in coordination with our customer service team. The role focuses on building customer loyalty and increasing sales to individual consumer clients. Responsibilities... 
    Entry level

    Citi

    New York, NY
    16 hours ago
  • $250k

     ...Jun. 01, 2026 Job Overview The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales,...  ...available to uncover opportunities, and present product offers and financial solutions. Understand and comply with Citibank policies,... 
    Entry level

    Citi

    New York, NY
    1 day ago
  • Citigroup Inc. is seeking an entry-level Personal Banker in New York to support sales, product and service activities with the customer service team. The role aims to build relationships, drive loyalty, and increase sales to individual clients through effective cross-selling... 
    Entry level

    Citigroup Inc.

    New York, NY
    1 day ago
  • $250k

     ...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities...  ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards... 
    Entry level
    Full time

    Citigroup Inc

    New York, NY
    5 days ago
  • $75k

     ...Hudnall Capital Advisors is seeking a motivated entry-level Financial Advisor to join our expanding team. The ideal candidate will have a Bachelor's degree and possess strong communication and analytical skills. Responsibilities include developing tailored financial plans... 
    Entry level

    Hudnall Capital Advisors

    New York, NY
    4 days ago
  • $65k - $85k

     ...will be working to solve one of the world's most pressing issues–financial illiteracy. This position is 100% remote and provides the...  ...Details Base pay range: $65,000.00/yr - $85,000.00/yr Seniority level Entry level Employment type Part-time Job function Finance and Sales... 
    Entry level
    Full time
    Part time
    Work experience placement
    Remote work

    Team GFI

    New York, NY
    4 days ago
  •  ...About the job Remote Entry Level Financial Associate Are you looking for a career that allows you to make a difference in peoples lives while achieving your own personal and professional goals? Are you interested in working from home and creating your own schedule... 
    Entry level
    Full time
    Part time
    Remote work
    Work from home

    Prosper Peak Financial

    New York, NY
    3 days ago
  •  ...Overview Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor. As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients... 
    Entry level
    Remote work
    Flexible hours

    Brand & Associates Inc

    New York, NY
    4 days ago
  •  ...Knugget Financial Services specializes in providing tailored financial solutions for veterans, active-duty service members, and their...  ...Bachelor's degree in Finance, Economics, Business, or related field Seniority level Entry level Employment type Full-time #J-18808-Ljbffr... 
    Entry level
    Full time
    Remote work

    Knugget Financial Services

    New York, NY
    4 days ago
  • $77k - $202k

     ...Specialism Finance Management Level Senior Associate Job Description...  ...providing consulting services related to financial management and strategy. These individuals...  ...PwC does not intend to hire experienced or entry level job seekers who will need, now or in... 
    Entry level
    H1b

    PricewaterhouseCoopers

    New York, NY
    1 day ago
  • $75k - $100k

     ...Are you ready to embark on a rewarding journey as an Entry-Level Financial Consultant with our dynamic company? Join our team of driven individuals and dive into the thriving financial sector from the comfort of your own home. Ranked as the top career choice by the U.S... 
    Entry level
    Full time
    Part time
    Remote work
    Flexible hours

    Valor Family Financial

    New York, NY
    4 days ago
  • $100k - $120k

     ...years of related experience within public accounting or from a fund admin Strong Excel skills CPA a plus Salary Range $100,000–$120,000 Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales Industries Staffing and Recruiting #J-18808-Ljbffr... 
    Entry level
    Full time

    Arrow Search Partners

    New York, NY
    1 day ago
  • $80k - $110k

     ...Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan...  ...role for candidates seeking entry into a financial services...  ...clients nationwide. Seniority level Seniority level Entry level Employment...  ..., Executive Wealth Financial Planner Analyst - Morristown, NJ... 
    Entry level
    Full time
    Work experience placement
    Work at office
    Relocation
    Monday to Friday

    Northwestern Mutual

    New York, NY
    1 day ago
  • $75k

     ...rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the...  ...personal financial advisor or responsibilities, or financial planner roles is essential Stellar communication and math... 
    Entry level
    Work at office

    Hudnall Capital Advisors

    New York, NY
    4 days ago
  •  ...Description Join our team as a Licensed Financial Advisor and make a meaningful impact on the financial futures of clients. At New York Life Insurance - Hui Ling Zhang, we empower you to provide personalized advice, helping individuals and families achieve their financial... 
    Entry level
    Local area

    New York Life

    New York, NY
    1 day ago
  • $55k - $65k

     ...accurately and on time. Reconcile client budgets with internal financial data to help ensure accurate reporting and financial...  ...or a related field through internships, co‑op programs or an entry‑level role. A bachelor's degree in Finance, Accounting, Economics or... 
    Entry level
    Internship
    Local area
    Flexible hours

    Praytell Strategy

    New York, NY
    16 hours ago
  •  ...Job Level : Entry Level (less than 2 years) Southern Jersey Family Medical Centers, Inc. is seeking a talentedEligibility Coordinator to step into our fast-paced facility! Summary The Financial Counselor is responsible for raising awareness of affordable insurance options... 
    Entry level
    Full time
    Monday to Friday
    Flexible hours
    Afternoon shift

    Southern Jersey Family Medical Centers.

    New York, NY
    1 day ago
  • $60k - $128k

     ...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... 
    Entry level
    Work experience placement
    Flexible hours

    The Quintessential Experience

    New York, NY
    2 days ago
  • $55.25k - $66.3k

     ...Financial Advisor Join to apply for the Financial Advisor role at Ameriprise Financial Services...  ...Attorneys Bankers CERTIFIED FINANCIAL PLANNER™ professionals* Community leaders...  ...Job Type Full time, Non-Exempt Seniority Level Entry level Employment Type Full-time Job Function... 
    Entry level
    Full time
    Work experience placement
    Local area

    Ameriprise Financial Services, Inc.

    New York, NY
    1 day ago
  • $34.5k - $125k

     ...its clients. Our network of over 4,300 financial professionals across the U.S. is...  ...designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant...  ...-7814315.1(4/25)(Exp.4/29) Seniority level Seniority level Entry level Employment type Employment type... 
    Entry level
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    New York, NY
    4 days ago
  • $55k - $65k

     ...accurately and on time. Reconcile client budgets with internal financial data to help ensure accurate reporting and financial...  ...or a related field through internships, co-op programs or an entry-level role. A bachelor's degree in Finance, Accounting, Economics... 
    Entry level
    Internship
    Local area
    Remote work
    Flexible hours

    Praytell Strategy

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Entry-Level Financial Planner. Be the first to apply!