Financial Advisor
SC Staffing & Consulting
Our client is seeking a client-focused Financial Advisor. The ideal candidate will help individuals and businesses achieve their financial goals by providing personalized financial planning, investment guidance, retirement strategies, insurance solutions, and wealth management services. This is a hybrid position. Key Responsibilities Meet with clients to assess their financial goals, risk tolerance, and financial situation. Develop customized financial plans. Recommend appropriate financial products and investment solutions. Monitor client portfolios based on changing market conditions and life events. Maintain regular communication and current guidance with clients. Generate new business. Ensure compliance. Key Qualifications Bachelor\'s degree in Finance, Business, Economics, or a related field preferred. 2 plus years of financial planning or advising experience. FINRA licenses (Series 7, 66, or equivalent) preferred or willingness to obtain. PA insurance license preferred or willingness to obtain. CFP certification preferred or willingness to obtain. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in New York, NY vacancy
$66.56k - $117.52k
...recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...SuggestedFull timeWork at officeLocal areaWork from homeFlexible hours$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$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...SuggestedEmpirical Wealth Management
New York, NY3 days ago- ...Job Description 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....SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
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 problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based...SuggestedFlexible hours
National Financial Network
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, NY2 days ago $90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management...Temporary workLocal areaFlexible hoursCAPTRUST
New York, NY2 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, NY1 day ago $75k - $150k
...Financial ConsultantThe 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...Manning & Napier Advisors
New York, NY11 hours ago$15 per hour
...Regional Director at Prudential Advisors About the Company Take your career to the next level at Prudential Advisors! Change your life... ...for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve...Minimum wageFull timeContract workPart timePrudential Advisors
New York, NY3 days ago- ...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, NY3 days ago - ...our employees and customers. Overview This is a full-time, on-site, commissioned career opportunity based out of our Parsippany, NJ financial center. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension...Full timeLocal areaWork visaFlexible hours
Fulton Financial
New York, NY4 days ago - ...We are seeking Financial Advisors for a client in the Buckhead, GA area. Whether you're an established advisor with a large book of business seeking options for independence, better support, higher payouts, etc. Or an advisor with a smaller book interested in rapid growth...Work at officeFlexible hours
Netevia Platinum Direct
New York, NY2 days ago - ...We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you’re a successful entrepreneur...Local areaFlexible hours
MassMutual
New York, NY3 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, NY3 days 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, NY4 days ago- ...the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential professional bonds a person can have...Work at officeFlexible hours
Thryve Wealth Management
New York, NY3 days ago - ...Financial AdvisorJoin Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment...Work experience placement
M&T Bank
New York, NY1 day 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, NY3 days ago - ...Build Your Practice. Lead Your Future. The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for driven, entrepreneurial professionals...
Fifth Avenue Financial
New York, NY5 days ago - ...Type: Full-Time Compensation: Uncapped Earning Potential About the Opportunity MassMutual New Jersey NYC is seeking an experienced Financial Services Professional to join our growing Warren office. This opportunity is ideal for a licensed financial professional who is...Full timeWork at office
MassMutual New Jersey-NYC
New York, NY1 day ago - ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
Tri-State Wealth Advisors of Prudential Advisors
New York, NY2 days ago $66.3k
...Financial Aid Advisor (Federal Programs) St. John's University Salary: $66,300.00 Annually Job Type: Full-Time Administrator Job Number: 202600035 Location: Queens Campus, NY Department: Closing: St. John's, established in 1870, has two New York City campuses; international...Full timeWork experience placementInternshipWork at officeMonday to FridayShift workWeekend workAfternoon shiftThe Chronicle of Higher Education
New York, NY2 days ago- ...In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and prospective students and parents regarding financial aid eligibility, while providing...Work at officeFlexible hoursAfternoon shift
HRPivot
New York, NY2 days 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
New York, NY5 days ago- ...The Institute of Culinary Education (ICE) in New York City seeks a Financial Aid Advisor to join the Office of Student Financial Services. You will provide top-notch services, ensure compliance with federal, state, and aid processes, and support students from prospective...Work at office
Kids For The Future
New York, NY3 days ago $28 - $32 per hour
...Financial Aid Call Representative-Higher Education Our client, a leader in higher education, is seeking a dedicated and compassionate Financial Aid Call Representative to join their team. As a Financial Aid Call Representative, you will be an essential part of the Financial...Weekly payTemporary workWork at officeMonday to FridayFlexible hoursExperis
New York, NY1 day ago$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
New York, NY5 days ago- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Absecon, NJ1 day ago - ...Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00262## Primary Office Location:117 South Allen Street. State College, Pennsylvania. 16801.## **Join our team. Make a difference...Work at office
Fnb Online
New York, NY4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial planner cfp New York, NY
- morgan stanley financial advisor New York, NY
- senior financial advisor New York, NY
- financial advisor wealth manager New York, NY
- strategic finance associate New York, NY
- financial advisor part time New York, NY
- oracle financial functional consultant New York, NY
- associate leveraged finance New York, NY
- work from home financial advisor New York, NY
- entry level financial advisor New York, NY