Strategic Financial Solutions Advisor
Bank of America ATM
Bank of America in Hewlett and Hicksville seeks a financial professional to provide comprehensive client advice and customized solutions. You will triage leads, refer to partners, review goals, and build financial plans with brokerage products while pursuing required licenses. The role requires Series 7 and 66 licenses, at least 1 year in investments or financial services, and the ability to work Monday–Friday with rotating Saturdays. Competitive benefits and growth opportunities are offered. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Solutions Advisor in Hicksville, NY vacancy
$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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America seeks a financial services professional to advise clients and tailor investment solutions. You will review goals, recommend banking and investment products, and coordinate referrals to internal teams while building strong client relationships. The role emphasizes...Suggested
$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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedHourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...Company commissions and fees, Strategic Employee Benefits Services commissions...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Farmingdale, NY4 days ago- New York Life is seeking a Financial Sales Representative to connect with clients and help secure financial futures through insurance, investments, and retirement solutions. You’ll engage with clients, offer tailored financial advice, and build lasting relationships to...Suggested
$65k - $80k
Job Description: This position provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting...Temporary workMonday to FridayShift workDay shift- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.... ...maintain client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement...
- 1-800-FLOWERS.COM, Inc. is seeking an MBA candidate or recent graduate to support a 10-week strategic project focused on financial analysis, business performance, and operational efficiency in Jericho, NY. This consultant will partner with finance leadership and cross-...Hourly payRemote work
$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...Delivering personalized investment and financial solutions to your clients? Taking ownership of...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Farmingdale, NY4 days ago- New York Life - Uniondale in Uniondale, New York, is seeking a Financial Sales Representative to engage clients, offer tailored... ...lasting relationships across insurance, investment, and retirement solutions. The role emphasizes customer service, learning, and growth in...
$72.28k - $108.16k
...this role. Line Of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw,... ...financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the...Work at officeLocal areaWork from homeFlexible hours- ...complexity by bringing deep industry insights and integrated solutions to achieve business objectives. From strategy to... ...offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By...Visa sponsorship
$120k
...opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for... ...financial decisions Provide strategic recommendations for products,... ..., investment, and retirement solutions. Our culture emphasizes...Work at officeNew York Life - Uniondale
Uniondale, NY6 days ago$120k
...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... ...clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Create customized...Work at officeNew York Life
Uniondale, NY4 days ago- ...Financial Aid Advisor - Lincoln Tech - Hicksville, NY Campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
Lincoln Tech
Hicksville, NY1 day ago $55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial... ...growth opportunity with deep support-helping advisors build meaningful businesses while making... ...you'll gain access to the infrastructure, strategic guidance, and collaborative environment...Flexible hoursCharter Oak Insurance and Financial Services
Melville, NY3 days ago- ...Financial Consultant Location: Garden City, NY 11530 The Financial Consultant has the... ...to accelerate performance and drive strategic results. Builds trusted client relationships... ...needs and delivering tailored solutions to enhance the overall client experience...Bank staffLocal areaNight shift
Flagstar Bank
Garden City, NY4 days ago $95.55k - $195.25k
..., organized, and accountable, with strong follow-through and the ability to manage competing priorities.Adaptable, resilient, and solution-oriented, with comfort navigating ambiguity and supporting others through change.The Team The Tax Transformation Office focuses on...Work at officeLocal areaVisa sponsorship$85k - $132k
...Job Description Job Description Financial Advisor / Financial ProfessionalAbout the Opportunity We are looking for motivated and forward... ...and a comprehensive range of insurance and financial solutions. Our financial professionals receive industry-leading training...Flexible hoursNew York Life - Melville
Melville, NY4 days ago- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial... ...retirement planning, investment, and wealth management solutions tailored to client needs. Educate clients on retirement readiness...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...& Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary...Work at office- ...ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating... ...company you sell The look and feel of an independent advisor—with the benefits of being an employee Three...
$80k - $150k
...Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing strategies... ...guidance and a comprehensive range of insurance and financial solutions. As a mutual company, New York Life is focused on serving...- Teachers Federal Credit Union in North Babylon is seeking a Financial Services Representative II to enhance member relationships and promote efficient banking solutions. You will work closely with members to understand their financial goals and recommend tailored solutions...
- ...Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in...Full timePart timeImmediate start
New York Life Insurance Company
Uniondale, NY2 days ago $70k
...through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold®... ...Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and...Full timeWork at office- ...enhancing lives by providing reliable, high-speed connectivity solutions that keep the world connected. Our successes, now and in the... ...leaders to develop budget/forecast that reflects operational and financial goals of the company and act as a resource to help achieve...Temporary workLocal area
Optimum Communications Corp
Bethpage, NY3 days ago $116k
...looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term... ...progress toward their financial goals through strategic product, plan, and investment recommendations...Live inWork at officeNYL - Nassau-Suffolk NY
Melville, NY13 days ago$100k - $200k
...Financial Services Team Associate Blue Ocean Wealth Solutions, LLC Position Overview Blue Ocean Wealth Solutions, LLC helps individuals and families achieve... ...of business through referrals, networking, and strategic prospecting initiatives Qualifications Strong...Full timeContract workFor contractorsWork at officeWork visaBlue Ocean Wealth Solutions, LLC- A MassMutual Firm
Greenvale, NYmore than 2 months ago$100k - $200k
...Financial Services Associate - ENTRY LEVEL Blue Ocean Wealth Solutions, LLC Position Overview Blue Ocean Wealth Solutions, LLC helps individuals, families, and... ...networking, referrals, community involvement, and strategic prospecting efforts. _______________________...Full timeContract workFor contractorsWork visaBlue Ocean Wealth Solutions, LLC- A MassMutual Firm
East Hills, NYa month ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Solutions Advisor. Be the first to apply!
