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

Wealth Advisor - Bensonhurst - Brooklyn, NY

$105k - $250k

Citizens

Primary Responsibilities Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications And/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable license is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high‑net‑worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor’s degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F (Branch Hours) Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr Citizens

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor - Bensonhurst - Brooklyn, NY in New York, NY vacancy
  • $58.44k

    Personal Financial Counselor - Army National Guard, Brooklyn, NY. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service... 
    Suggested
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Federal

    New York, NY
    1 day ago
  • $25 - $32.69 per hour

     ...and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Brooklyn, NY $25.00 - $32.69 / hour #J-18808-Ljbffr JPMorgan Chase
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase

    New York, NY
    3 days ago
  • $35 - $65 per hour

    Educational Consultant -Per Diem - Brooklyn, NY page is loaded## Educational Consultant -Per Diem - Brooklyn, NYlocations: US NY Brooklyntime type: Part timeposted on: Posted Todayjob requisition id: JR05045At Curriculum Associates, we believe in the potential of every... 
    Suggested
    Hourly pay
    Daily paid
    Full time
    Seasonal work
    Live in
    Work at office
    Local area
    Immediate start
    Relocation
    Night shift

    Curriculum Associates, LLC.

    New York, NY
    3 days ago
  • $66.56k - $99.32k

     ...Work Location Brooklyn, New York, États-Unis d'Amérique Hours 40 Pay...  ...Description This role works with TD Wealth prospects and clients to...  ...lasting role as the client’s advisor. As a fiduciary, this role will...  ...State Insurance Commissioners, NY Department of Financial Services... 
    Suggested
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Flexible hours

    TD

    New York, NY
    2 days ago
  • ## Financial Advisor Associate- Marine Park, BrooklynPostulerremote type: Sur placelocations: Brooklyn, New Yorktime type: Temps pleinposted on: Publi...  ...:**This role works with TD Wealth prospects and clients to...  ...State Insurance Commissioners, NY Department of Financial... 
    Suggested
    Temporary work
    Traineeship
    Work experience placement
    Casual work
    Work at office

    TD Bank

    New York, NY
    2 days ago
  •  ...the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame* Actively calls and...  ...insurance sales opportunities as well as referral opportunities to TD Wealth businesses and affiliates* Meets the insurance agency... 
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home

    TD Bank

    New York, NY
    3 days ago
  • TD Bank is seeking a Financial Advisor to provide financial planning and manage investments for clients in Astoria, NY. You will offer comprehensive financial services aimed at helping clients meet their goals while delivering exceptional customer experiences. The role... 

    TD Bank

    New York, NY
    4 days ago
  • $58.44k - $93.5k

    Responsibilities This position provides personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services encompass education...
    Contract work
    Temporary work

    Magellan Health

    New York, NY
    14 hours ago
  • Northwestern Mutual is seeking a full-time Wealth Advisor / Business Owner in New York, NY. This role involves managing wealth management strategies, advising clients on financial planning, and providing tailored investment solutions. The ideal candidate will build strong... 
    Full time

    Northwestern Mutual

    New York, NY
    14 hours ago
  • J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY 1 day ago Be among the first 25 applicants Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients... 
    Full time

    JPMorganChase

    New York, NY
    14 hours ago
  • $54.38k

    It Starts Here Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation...
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work
    Afternoon shift

    Santander Consumer USA Inc.

    New York, NY
    14 hours ago
  • Job Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and...
    Afternoon shift

    JPMorganChase

    New York, NY
    4 days ago
  • $25 - $27.88 per hour

    Overview At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Dormont Manufacturing Co

    New York, NY
    2 days ago
  • Overview At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion...
    Afternoon shift

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • $25 - $27.88 per hour

    Job Overview This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATM. The position handles accurate and efficient cash transaction processing...
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • $78.52k - $117.52k

    TD Bank is looking for a Financial Advisor located in Brooklyn, NY. This role requires providing financial planning guidance and managing client relationships to meet investment goals. The ideal candidate has a Bachelor’s degree and investment sales experience. Offering... 

    TD Bank

    New York, NY
    1 day ago
  • TD Bank is seeking a Financial Advisor for its Brooklyn location. This role involves providing financial planning guidance and selling investment...  .... The ideal candidate will have a solid understanding of wealth products and services, strong sales experience, and a commitment... 

    TD Bank

    New York, NY
    1 day ago
  • $85k - $145k

    Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives...  ...about the ranking criteria methodology. Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Dormont Manufacturing Co

    New York, NY
    2 days ago
  •  .... Ideal candidates will have experience executing complex finance transactions and credit arrangements for bank and nonbank lenders; NY bar in good standing; strong academic credentials; and a commitment to delivering high‑quality work in a demanding law firm environment... 

    Paul Hastings

    New York, NY
    2 days ago
  • Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with...  ...Ideal candidates will have a Bachelor's degree and 7+ years in wealth management, demonstrating a track record of significant AUM. Required... 

    Avior Executive Search

    New York, NY
    2 days ago
  • A leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client relationships, offering tailored wealth management advice to ultra-high-net-worth individuals. Ideal candidates will have over... 

    Goldman Sachs Group, Inc.

    New York, NY
    14 hours ago
  • Financial Planning & Analysis Associate Winged Keel Group - Manhattan, NY Firm Summary Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of... 
    Weekend work
    Afternoon shift

    Itlearn360

    New York, NY
    14 hours ago
  • $150k - $250k

     ...Senior Hedge Fund Accountant - NY 250k allin Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $150,000.00/yr - $250,000.00/yr New York Hedge Fund‑Senior Fund/Portfolio Accountant – 250k all‑in, 4–7 years... 

    Hudson Gate Partners

    New York, NY
    2 days ago
  • $61.88k

     ...Associate, Financial Advisor, New York, NY Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander

    New York, NY
    1 day ago
  • $260k - $390k

     ...BANKING & FINANCE ASSOCIATE ATTORNEY BANKING & FINANCE PRACTICE GROUP Locations: New York, NY | Los Angeles, CA / San Francisco, CA HYBRID Our client, a prestigious Amlaw 50 firm, is seeking a highly motivated Banking & Finance Associate Attorney to join its sophisticated... 
    Work at office

    Keystone Distinction Group

    New York, NY
    2 days ago
  • BCG Attorney Search is looking for a junior associate to join its Energy and Project Finance group in New York, NY. This role will involve working on renewable energy projects such as wind, solar, and storage, focusing on complex transactions including construction financing... 

    BCG Attorney Search

    New York, NY
    2 days ago
  • Workday Procurement consultant (Onsite) Location: NYC, NY Duration: 6+ months Job Description MUST have Workday Procurement experience, client will drill down on this experience. They have passed on top Workday consultants with just HM and finance Must have financial... 
    Contract work

    DMS Vision Inc

    New York, NY
    14 hours ago
  • $55k - $77k

    Recruitment Consultant, Financial Services - New York job at Permanent People. New York, NY. Are you an experienced recruitment consultant with a proven successful billing track record and a passion for connecting top talent with private equity opportunities? Join our... 
    Permanent employment

    kozmetickesluzby.vecnakraska.sk - Jobboard

    New York, NY
    2 days ago
  • BCG Attorney Search seeks an Energy Transactions Associate in New York, NY. The ideal candidate will have 3-5 years of transactional law firm experience, preferably in energy finance, and will support clients financing energy projects domestically and internationally.... 

    BCG Attorney Search

    New York, NY
    1 day ago
  •  ...Investment News, and Inc. multiple years in a row! They are an advisor-built firm with incredibly talented people, an authentic culture...  .... They are currently seeking an entrepreneurial Senior Wealth Advisor to join their established team in the Long Island area... 

    Gaynor Staffing

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor - Bensonhurst - Brooklyn, NY. Be the first to apply!