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

Wealth Advisor Associate — Client-Focused Financial Planning

Dormont Manufacturing Co

Dormont Manufacturing Co is seeking a Financial Advisor Associate in Pelham, New York. The role involves working closely with clients to analyze their financial needs and provide personalized investment and insurance strategies. You will manage client relationships and ensure compliance with regulations and firm policies. The ideal candidate will possess a bachelor’s degree and relevant experience in financial services. Strong consultative sales skills and the ability to develop lasting client relationships are essential for success in this position. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor Associate — Client-Focused Financial Planning in Pelham, NY vacancy
  •  ...Manufacturing Co is searching for a Financial Solutions Advisor in Fort Lee, NJ. This role...  ...acquiring and maintaining client relationships. You will...  ...candidates will have an Associate's degree and experience in financial advising, with a focus on risk management and customer... 
    Suggested

    Dormont Manufacturing Co

    Fort Lee, NJ
    17 hours ago
  • A leading financial services firm in White Plains is seeking a Private Client Advisor for Chase Wealth Management. You will provide financial planning and personalized investment solutions to clients, focusing on developing client relationships and educating them on available... 
    Suggested

    JPMorganChase

    White Plains, NY
    17 hours ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in White Plains, NY. In this role, you will deliver comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management. The ideal candidate... 
    Suggested

    TwinThread

    White Plains, NY
    2 days ago
  • $78.52k - $117.52k

    TD Bank in Pelham, New York is looking for a Financial Advisor to provide comprehensive financial planning guidance and manage investment solutions for our clients. This role emphasizes developing strong client relationships and ensuring tailored service delivery to exceed... 
    Suggested

    TD Bank

    Pelham, NY
    2 days ago
  •  ...problem solver, trusted advisor, and partner to the...  .... The Private Client Banker (PCB) is part...  ...Client Program and will focus on the entire client...  ...relationship with a plan-based approach to financial advice. As a PCB,...  ...management process and associated procedures.... 
    Suggested
    Temporary work
    Day shift

    Dormont Manufacturing Co

    Mount Vernon, NY
    17 hours ago
  • $50k - $70k

     ...Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise...  ...role is a key part of our client advisory and planning function—working closely...  ...is analytical, client-focused, and motivated to grow... 
    Private practice
    Work at office
    Visa sponsorship

    Ameriprise Financial

    White Plains, NY
    2 days ago
  • $70k

    Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This...  ...building and maintaining client relationships to grow bank...  ...in sales within the financial services sector, possess strong...  ...knowledgeable about financial planning and compliance regulations.... 

    Citigroup Inc.

    Elmhurst, NY
    17 hours ago
  • $28.85 - $33.65 per hour

    Bank of America is seeking a Financial Solutions Advisor Stage I in Mount Vernon, NY. The role involves obtaining licenses and building relationships with clients while delivering tailored financial advice. Responsibilities include conducting client reviews and collaborating... 
    Hourly pay

    Bank of America

    Mount Vernon, NY
    3 days ago
  • $25 - $38.46 per hour

     ...Be a problem solver, trusted advisor, and partner to the people and...  ...communities. The Private Client Banker (PCB) is part of the Key...  ...Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    White Plains, NY
    3 days ago
  • $44k - $70k

    Personal Banker Associate I - Mt. Vernon, IL May 5, 2026 $44K - $70K Make banking a Fifth Third better® Responsibilities...  ...and Sales & Service. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify... 
    Work experience placement
    Work at office

    Dormont Manufacturing Co

    Mount Vernon, NY
    17 hours ago
  •  ...Relationship Banker 2. You will respond to customer needs and evaluate financial requirements while processing transactions and supporting the...  ...’s degree is preferred. Join a team dedicated to guiding clients toward achieving their financial goals. #J-18808-Ljbffr Webster... 

    Webster Bank group

    Yonkers, NY
    3 days ago
  • $24.52 - $37.5 per hour

    Dormont Manufacturing Co is seeking a Private Client Banker to engage with clients in Mount Vernon, WA. You'll assess client financial needs and deliver tailored solutions, ensuring a strong client relationship and compliance with bank policies. The ideal candidate has... 
    Hourly pay

    Dormont Manufacturing Co

    Mount Vernon, NY
    17 hours ago
  • $48k

     ...Position Description Title Financial Counselor FLSA-...  ...dedicated to the community and focused on providing resources and opportunities...  ...skills to allow students and clients to become more self-...  ...financial education, financial planning or related field... 
    Full time
    Contract work
    Temporary work
    Casual work
    Second job
    Work at office
    Local area
    Monday to Friday

    East Side House Settlement

    Bronx, NY
    5 days ago
  •  ...you will provide exceptional service to customers while supporting sales and operational goals. You will interact with clients, evaluate their financial needs, and recommend suitable banking products. This role also includes supervising fellow bankers, ensuring... 

    Webster Bank

    Yonkers, NY
    17 hours ago
  • $80k - $90k

    Job Description: Merrill Wealth Management is a leading provider of comprehensive...  ...wealth management, including planning for retirement, education,...  ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Fort Lee, NJ
    1 day ago
  • $23 - $31 per hour

     ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate...  ...As a member of a leading financial institution, this role provides...  ...overview of the following benefit plans and programs offered to...  ...characteristic. Employees support our focus on building strong customer... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Ardsley, NY
    2 days ago
  • $78.52k - $117.52k

     ...patrimoine TD Job Description The Financial Advisor (FA) role is a three‑year...  ...you will provide financial planning guidance and sell...  ...unique and complex needs of TD Wealth clients by reviewing financial goals...  ...with an enhanced agenda focused on the client’s overall wealth... 
    Work at office
    Local area

    TD

    Pelham, NY
    4 days ago
  • A reputable financial services firm in White Plains is seeking a Financial Advisor to assist clients with their financial planning. Candidates should have a strong sales background, hold active FINRA licenses, and be committed to client success. The company offers extensive... 
    Remote job

    Corebridge Financial, Inc.

    White Plains, NY
    4 days ago
  • ## Financial Advisor- Bronx/Manhattan/WestchesterPostulerremote type: Sur...  ...be providing financial planning guidance & selling investment...  ...unique and complex needs of TD Wealth clients by reviewing financial...  ...meeting with an enhanced agenda focused on the client’s overall... 
    Temporary work
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Pelham, NY
    4 days ago
  • TD is seeking a Financial Advisor in Pelham, New York. In this role, you will provide comprehensive financial planning guidance and tailored investment solutions for TD Wealth clients. This position emphasizes relationship development, ensuring a superior client onboarding... 

    TD

    Pelham, NY
    4 days ago
  • $65k - $80k

     ...This role provides comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities...  ...goals, building a financial plan, recommending brokerage products,...  ...Branding Customer and Client Focus Oral Communications Issue... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Co

    New Rochelle, NY
    1 day ago
  • $15 per hour

    A leading financial services company is seeking a highly motivated individual to join as a Financial Advisor in White Plains, NY. In this role, you will develop client relationships, gather information for financial plans, and help clients prepare for retirement. The position... 

    Prudential Financial

    White Plains, NY
    17 hours ago
  • A leading financial services firm is seeking a Private Client Advisor in New Rochelle to offer personalized financial planning and investment solutions to clients. The ideal candidate should have at least 2 years of experience in a financial advisory role, demonstrating... 

    JPMorganChase

    New Rochelle, NY
    3 days ago
  •  ...seeking a Relationship Banker to represent our brand and culture in Elmhurst, NY. The ideal candidate will engage with clients, understand their financial needs, and provide tailored banking solutions. This role demands sales experience in retail banking and exceptional... 

    Fairygodboss

    Elmhurst, NY
    1 day ago
  •  ...providing exceptional customer service. Your primary responsibilities will include managing client relationships, offering tailored banking solutions, and utilizing advanced financial technologies. Ideal candidates will have at least 1 year of sales experience in retail... 

    JPMorganChase

    Elmhurst, NY
    1 day ago
  • Koitecc Solutions in White Plains, NY, is seeking a Relationship Banker passionate about client experiences and financial solutions. You will represent our brand, managing client relationships and delivering attentive service using the latest financial technology. The... 

    Koitecc Solutions

    White Plains, NY
    1 day ago
  •  ...Relationship Banker in Elmhurst, New York, who will provide exceptional client service and build meaningful relationships. This role involves managing client interactions, understanding financial needs, and leveraging technology to enhance banking solutions. The ideal... 

    JPMorganChase

    Elmhurst, NY
    4 days ago
  •  ...it here at Webster. Founded in 1935, our focus has always been to put people first-doing...  ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity,... 
    Flexible hours
    Weekend work

    Webster Bank

    Yonkers, NY
    1 day ago
  • $65k - $80k

     ...a common purpose to help make financial lives better through the power...  ...Growth and delivering for our clients, teammates, communities, and shareholders...  ...goals, building a financial plan, and recommending brokerage...  ...• Customer and Client Focus • Oral Communications • Issue... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Bronxville, NY
    10 hours ago
  • $19.23 - $28.37 per hour

    KeyCorp is seeking a Financial Wellness Associate in Port Chester, NY. This role involves engaging clients to provide guidance and assist with financial wellness, balancing client servicing and transaction support. The ideal candidate will have a High School Diploma, experience... 
    Hourly pay

    KeyCorp

    Port Chester, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor Associate — Client-Focused Financial Planning. Be the first to apply!