Financial Wellness Advisor
Keybank, National Association
KeyBank in Cooperstown, NY is seeking a Personal Banker who builds trusted client relationships, uncovers financial needs, and guides clients toward solutions for financial wellness. You will engage customers in person and by proactive calling to grow both consumer and small business relationships. You will open accounts, collaborate with branch teams, and ensure compliance while delivering excellent service. A 1+ year sales-focused background and strong communication are essential. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor in New York, NY vacancy
- Remote Jobs is seeking a Financial Services Specialist to educate individuals and families on financial decisions through personalized guidance. The role emphasizes remote consultations, ongoing client relationships, and ongoing professional development. No prior financial...SuggestedRemote job
$20.19 - $30.77 per hour
KeyBank in New York, NY is looking for a Personal Banker who will serve as a trusted advisor to clients, helping them with their financial wellness. Responsibilities include engaging in meaningful client conversations, opening accounts, and working collaboratively with...SuggestedHourly pay$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...teammates’ physical, emotional, and financial wellness through affordable, competitive and... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedHourly payFull timeWork at officeDay shift$69k - $100k
...growth and success. As a leading global financial services company at the heart of the global... ...team member for the role of Financial Advisor at Vice President level to join our Wealth... ...reserves the right to modify base salary (as well as any other discretionary payment or...SuggestedTemporary workWork at officeWorldwideFlexible hours- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Shift workDay shift
Bank of America
New York, NY17 hours ago $15 per hour
...Regional Director at Prudential Advisors About the Company Take your career to the next level... ...opportunity will work within a team of Financial Advisors whose goal is to successfully help... ...FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical...Minimum wageFull timeContract workPart timePrudential Advisors
New York, NY17 hours ago- ...Join Kinnect Advisors – Where Independence Meets Unmatched Support Location: Remote, USA Are you ready to build your business your way... ...—we’re a collective ensemble built to empower entrepreneurial financial advisors. Whether you're looking to break free from a captive...Remote work
Kinnect Advisors
New York, NY3 days ago - ...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
Knugget Financial Services
New York, NY3 days ago - ...Overview Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They... ...guidance and support leading towards financial success and well‑being. OUR VALUES Believe in what you do, do what you believe...Flexible hours
National Financial Network
New York, NY17 hours ago - ...A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning scenarios, evaluating AI-generated advice, and providing clear communication on financial topics...Part timeRemote work
Crossing Hurdles
New York, NY3 days ago - ...A financial services firm in New York is seeking a Financial Services Representative to provide essential financial guidance and build client relationships. The ideal candidate will possess strong interpersonal, organizational, and communication skills, alongside a goal...
Barnum Financial Group
New York, NY4 days ago - ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
MRINetwork
New York, NY2 days ago - ...t a feature — it's the foundation. Every financial decision a client faces is ultimately a life... ..., and the relationship between an advisor and a client is one of the most consequential... ...build THRYVE to an industry-leading RIA as well as help your clients achieve their...Work at officeFlexible hours
Thryve Wealth Management
New York, NY17 hours ago $90k - $150k
...relationships, uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding... ...tailored to individual client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver holistic solutions...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shiftYtswealth
New York, NY1 day 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...Local area
New York Life
New York, NY17 hours ago - ...and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals,... ...them navigate through and secure their financial future. Who we are : Lenox Advisors is a... ...financial stability and peace of mind. Follow a well-defined career path that integrates...Day shift
Lenox Advisors
New York, NY17 hours ago - ...Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help... ...Series6,63,7,65,CLU,CFP,ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning Potential Qualifications...
Northwestern Mutual – NYC
New York, NY17 hours ago - ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market. If you are looking... ...work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused...
Norman Alex
New York, NY2 days ago $74.88k - $112.32k
...Responsibilities Sell & Advise : Offer investment solutions and financial planning tailored to client goals. Client Onboarding : Guide... ...insurance Vision insurance 401(k) Get notified about new Financial Advisor jobs in New York, NY . We’re unlocking community knowledge in a...Full timeLocal areaInsight Global
New York, NY17 hours ago$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...regulatory authorities (FINRA and SEC), as well as required CE training to ensure...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
New York, NY3 days ago$75k - $150k
...Summary The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net...LE010 Manning & Napier Advisors, LLC
New York, NY2 days ago- ...Job Title: Junior Financial Advisor [On-site - Parsippany, NJ] About Us: OnePoint BFG is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by...Full timeWork at office
OnePoint BFG Wealth Partners
New York, NY17 hours 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 Life Insurance Company
New York, NY17 hours ago- 1847Financial is a premier financial services firm with a strong presence in New Jersey, providing... ...HTK with local leadership in NJ, giving advisors the support to build strong and... ...branding, and schedule, with the backing of a well-established organization, robust planning...Work at officeLocal areaFlexible hours
1847Financial
New York, NY3 days 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...Work experience placementFlexible hoursThe Quintessential Experience
New York, NY1 day ago- ...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... ...supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
New York, NY17 hours ago - ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Job Responsibilities Build a portfolio of customers and offer financial advice tailored to their specific...
MassMutual
New York, NY17 hours ago - ...Financial AdvisorFirst State Financial Management Company DescriptionFirst State Financial Management is a full-service investment and... ...Financial Management is looking for a dynamic and driven Financial Advisor to join our team. The ideal candidate for this role is outgoing...
First State Community Bank
New York, NY3 days ago $100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a... ...professional activities Highly motivated with ability to function well in a fast-paced environment Self-starter by nature Excellent...Empirical Wealth Management
New York, NY17 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor. Be the first to apply!
Related searches
- financial advisor training program New York, NY
- financial planning assistant New York, NY
- entry level financial advisor New York, NY
- estate planning consultant New York, NY
- associate leveraged finance New York, NY
- financial advisor development program New York, NY
- oracle financial functional consultant New York, NY
- patient financial counselor New York, NY
- financial advisor part time New York, NY
- wealth advisor New York, NY