Financial Services Advisor
Atlasfinancialsolutions Co
About the job Financial Services Advisor New York Market | Remote & Hybrid Flexibility | Training Provided Build a Career With Long-Term Income Potential We are expanding throughout New York and seeking motivated individuals who are ready to build a professional career in financial services. This opportunity is designed for ambitious, people-oriented individuals who want more flexibility, income growth, and advancement potential than traditional corporate roles often provide. Whether you are transitioning from sales, hospitality, real estate, banking, customer service, education, or another fast-paced industry, we provide the training, mentorship, and support needed to succeed. About the Role As a Financial Consultant, you will work directly with individuals, families, and business owners to help them create strategies focused on: Income protection Debt reduction Wealth preservation You will meet with clients virtually and, when preferred, in person to educate them on financial solutions that align with their goals. Why This Opportunity Appeals to New York Professionals Flexible remote and hybrid work options Performance-based income with uncapped earning potential Entrepreneurial environment with leadership development Ability to build additional income streams Ongoing mentorship from experienced professionals Opportunity to work independently while having team support This role is ideal for individuals looking to create more control over their time, income, and career trajectory. What You'll Do Meet with clients to review financial goals and needs Educate clients on financial protection and planning strategies Develop customized financial solutions Build and maintain professional client relationships Participate in training, mentorship, and leadership development Maintain compliance and professional standards Compensation Structure Commission-based compensation Performance bonuses and incentives available Part-time and full-time opportunities Remote flexibility available throughout New York Income is based on production, consistency, and leadership growth. What We Provide Step-by-step Life & Health licensing support Marketing and client acquisition support Mentorship from experienced leadership Leadership and business development track Qualifications Must be 18 years or older Authorized to work in the United States Strong communication and interpersonal skills Professional, coachable, and self-motivated Willing to obtain a New York Life & Health Insurance License within 60 days Previous experience in sales, customer service, hospitality, management, or business development is helpful but not required. #J-18808-Ljbffr Atlasfinancialsolutions Co
$77k - $202k
...LevelSenior AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and...SuggestedFull timeH1b- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue...SuggestedShift workDay shift
$15 per hour
...Regional Director at Prudential Advisors About the Company Take your career to the next... ...opportunity will work within a team of Financial Advisors whose goal is to successfully help... ...program, no prior knowledge of the financial services industry is required, but prior exposure...SuggestedMinimum wageFull timeContract workPart time$65k - $70k
...Financial Counselor The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy workshops, conduct outreach, and hold one-on-one sessions...SuggestedWork at officeWork visaMonday to FridayAfternoon shift- ...Join Kinnect Advisors – Where Independence Meets Unmatched Support Location: Remote, USA Are you ready to build your business your way... ...—we’re a collective ensemble built to empower entrepreneurial financial advisors. Whether you're looking to break free from a captive...SuggestedRemote work
- ...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
- ...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... ...building opportunities with no restrictions, no products or service sales obligations, etc, then we would LOVE to speak with you...Work at officeFlexible hours
$75k - $150k
...SummaryThe industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will... ...foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan...- ...a feature — it's the foundation. Every financial decision a client faces is ultimately a... ...decision, and the relationship between an advisor and a client is one of the most consequential... ...strategies, and family office-level services to individuals, families, and business...Work at officeFlexible hours
$90k - $150k
...uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding and servicing a book of business while contributing to a... ...client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift- .... A job, at best, allows one to offer a service of value in return for compensation. A calling... ...that of everyone you touch. As a Lenox Advisor, you will work directly with individuals... ...them navigate through and secure their financial future. Who we are : Lenox Advisors is a...Day shift
- ...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...
- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
- ...Overview Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community.... ...with National Financial Network you will gather, manage and service a book of investment-oriented clients by identifying and acquiring...Flexible hours
$74.88k - $112.32k
...Advise : Offer investment solutions and financial planning tailored to client goals. Client... ...understanding of wealth products and services. Seniority level Associate Employment type... ...401(k) Get notified about new Financial Advisor jobs in New York, NY . We’re unlocking community...Full timeLocal area$62.4k - $64.35k
...Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our... ...them about the bank and investment program products and services that are most appropriate for their situation. Help the client...Full timeTemporary workPart timeSeasonal workImmediate startFlexible hours$45k - $100k
...may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a... ...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 hours- 1847Financial is a premier financial services firm with a strong presence in New Jersey, providing wealth management, investment advisory,... ...of Penn Mutual and HTK with local leadership in NJ, giving advisors the support to build strong and sustainable practices while...Work at officeLocal areaFlexible hours
$60k - $128k
...Job Description Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional... ...lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business...Work experience placementFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis...Full timeContract workFor contractorsWork at office- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related... ...customer financial situations and provide tailored financial services and insurance products Develop customized financial...
- ...Financial AdvisorFirst State Financial Management Company DescriptionFirst State Financial Management is a full-service investment and wealth management firm. As a subsidiary of First State... ...for a dynamic and driven Financial Advisor to join our team. The ideal candidate...
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing... ...while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...- ...Job Description As a Financial Representative you will build long‑lasting relationships,... ...Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business... ...,ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning...
- ...one of our clients. Job Summary Our client is seeking a Financial Counselor responsible for providing financial education and... ...Provide estimates of patient financial responsibility for services and procedures. Discuss payment options and establish payment...Temporary workWork experience placementLocal areaRemote work
- ...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...
- ...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 passionate...Full timeWork at office
$150k - $200k
Trader, Delta One & Equity FinanceLocation: New York, NYPosition SummaryWe are seeking an experienced Delta One / Equity Finance Trader to join a dynamic trading team focused on equity financing, hard-to-borrow markets, and event-driven opportunities. The successful candidate...Temporary work- ...A growing financial services organization is seeking motivated professionals to deliver structured financial education and support individuals through a standardized engagement process. This remote role emphasizes the importance of strong communication skills and a professional...Remote work
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