Wealth Advisor - Bensonhurst - Brooklyn, NY
$105k - $250kCitizens
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
$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...SuggestedContract workTemporary workWork experience placementWork at office$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 ChaseSuggestedImmediate startAfternoon shift$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...SuggestedHourly payDaily paidFull timeSeasonal workLive inWork at officeLocal areaImmediate startRelocationNight shift$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...SuggestedTemporary workTraineeshipWork experience placementWork at officeLocal areaFlexible hours- ## 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...SuggestedTemporary workTraineeshipWork experience placementCasual workWork at office
- ...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...TraineeshipWork experience placementWork at officeLocal areaWork from home
- 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...
$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 workTemporary work- 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
- 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
$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 payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- 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
$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 payWork at officeShift workWeekend workDay shift- 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
$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 payShift workWeekend workDay shift$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 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...
$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 workWork at officeLocal areaMonday to FridayFlexible hours- .... 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...
- 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...
- 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...
- 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 workAfternoon shift
$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...$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 payFull timeContract workWork experience placementWork at officeShift work$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- 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...
- 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
$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- 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....
- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor - Bensonhurst - Brooklyn, NY. Be the first to apply!
- associate financial representative New York, NY
- financial planning administrator New York, NY
- finance operations associate New York, NY
- financial planning consultant New York, NY
- patient financial counselor New York, NY
- financial advisor development program New York, NY
- financial advisor no experience New York, NY
- financial advisor wealth manager New York, NY
- international financial advisor New York, NY
- wealth advisor New York, NY

