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

Financial Advisor

Center for Wealth Preservation




Why Join the Center for Wealth Preservation (CWP)?

Because high performers need leverage-not limitations.

CWP delivers white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. We combine personalized attention with modern resources and open architecture-so you can move faster and think bigger.

What sets CWP apart:
* Dedicated Sales Execution Team- You drive strategy; we help drive results
* Tailored Compensation- Earnings programs aligned to your goals and experience
* Lead Program- Qualified opportunities to accelerategrowth
* Accelerated Growth Path- Develop into a top-tier advisor in months, not years
* Unmatched Support- Financial planningwithexpert case designfromourattorney and CFP on staff, as well as an in-house dedicated marketing team
* Flexibility- Work from anywhere without sacrificing support orstandards
* Teaming Model- Collaborate with other high performers to expand capacity
* Culture That Performs- Growth-focused, professional, and built around execution

Do you want a career that keeps up with you?

One that gives you authority, demands decisive action, and puts real problems in front of you every day.

This is not a role for people who wait to be told what to do. It's for individuals who see an issue, take ownership, and move, often before others have finished analyzing.

This is a problem-solving profession.

As a Financial Advisor, you step into situations where clarity is missing and the stakes are high. Clients don't come to you for theory; they come for direction. Your ability to assess risk, make decisions quickly, and take responsibility for outcomes is what creates momentum.

You'll be given latitude and authority because hesitation costs more than action.

Pressure is the environment-not the exception.

You'll manage multiple conversations, priorities, and time-sensitive decisions at once. Variety is constant. Demands shift. New problems arrive before the last one is finished.

That's the point.

This role is built for people energized by pace, challenge, and responsibility-not repetitive tasks or rigid structure.

Impact is the result of decisive leadership.

The guidance you provide determines whether clients move forward confidently or remain stalled. Your judgment influences security, opportunity, and long-term outcomes-often at critical moments.

High performance here doesn't just build a career. It changes trajectories.

This role rewards action-takers.

If you want authority without micromanagement, problems worth solving, and a fast-moving environment where results matter more than process-this is where you belong.

Step forward. This opportunity is not designed to slow you down.
Take our survey to explore
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Woodbury, NY vacancy
  • $61k - $119k

     ...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 advisor, you start as a financial representative focused... 
    Suggested
    For contractors
    Work at office

    Northwestern Mutual

    Melville, NY
    4 days 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... 
    Suggested

    Tri-State Wealth Advisors of Prudential Advisors

    Melville, NY
    6 days ago
  •  ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals... 
    Suggested

    Voya Financial

    Melville, NY
    4 days ago
  • $80k - $150k

     ...Posted 2 days ago Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record... 
    Suggested

    WizeHire

    Melville, NY
    2 days ago
  • $90k - $120k

     ...office) Base Salary: $90,000 – $120,000 + Bonus + Full Benefits Experience: 2–3+ Years in Wealth Management / Financial Planning Are you an experienced Financial Advisor tired of cold calling and relentless production quotas? Talent Harbor has been retained by a premier,... 
    Suggested
    Interim role
    Work at office
    Work from home
    Afternoon shift

    Talent Harbor

    Plainview, NY
    2 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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Melville, NY
    2 days ago
  • $85k - $132k

     ...Description Training Provided We are seeking motivated, ambitious, and relationship-driven individuals to join our team as Financial Professionals. In this role, you will work closely with individuals, families, and business owners to help them identify their... 

    New York Life Insurance Company

    Melville, NY
    5 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Melville, NY
    2 days ago
  •  ...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,... 

    NYL - Nassau-Suffolk NY

    Melville, NY
    3 days ago
  •  ...Entry‑Level Financial Advisor job at NYL - Nassau‑Suffolk NY. Melville, NY. Great opportunity available at the New York Life Long Island, NY for an Entry‑Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with... 

    CDL Labor Logistics

    Melville, NY
    4 days ago
  • $55k - $130k

     ...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready...  ...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on... 
    Flexible hours

    MassMutual

    Melville, NY
    4 days ago
  • $57.72k - $86.32k

     ...dialogue with your recruiter who can provide you more specific details for this role. Line of Business TD Wealth Job Description The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area

    Dormont Manufacturing Company

    Hicksville, NY
    3 days ago
  •  ...and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts,...  ...Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running.... 

    The Wealth Alliance

    Melville, NY
    5 days ago
  •  ...individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align...  ...clients. Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth... 

    Jobtailor

    Melville, NY
    1 day ago
  • $28.85 - $33.65 per hour

     ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset... 
    Hourly pay
    Temporary work
    Monday to Friday
    Day shift

    Dormont Manufacturing Company

    Woodbury, NY
    3 days ago
  •  ...Junior Financial Advisor Position Summary Center for Wealth Preservation (CWP) is seeking 1-2 Junior Financial Advisors to join our growing wealth management team. This role is designed for an early-career financial professional who is looking to build a... 
    Local area

    Center for Wealth Preservation

    Woodbury, NY
    2 days ago
  • $116k

     ...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,... 
    Work at office

    NYL - Nassau-Suffolk NY

    Melville, NY
    2 days ago
  •  ...Financial Advisor – Long Island, NY A unique succession opportunity is available with a respected independent wealth management firm that offers true operational control, open architecture, and the chance to build real enterprise value. As a senior advisor approaches... 
    Immediate start

    New Day Executive Search

    Farmingdale, NY
    3 days 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,... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Mineola, NY
    1 day ago
  • $100k - $150k

     ...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes...  ...OurLong Island office in New York is looking for a Financial Advisor working as part of an advisory team to help clients achieve their... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Deer Park, NY
    5 days ago
  • $72.28k - $108.16k

     ...dialogue with your 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... 
    Work at office

    TD

    Bethpage, NY
    4 days ago
  • $116k

     ...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,... 
    Work at office

    NYL - Nassau-Suffolk NY

    Melville, NY
    4 days ago
  • $100k

     ...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary... 
    Live in
    Work at office

    NYL - Melville

    Melville, NY
    4 days ago
  • $100k - $150k

    Overview Wealth Enhancement is an independent wealth management firm that offers personalized financial planning. We are seeking a Financial Advisor to join our Long Island office in New York as part of an advisory team. The role involves managing client relationships,... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group, LLC

    Dix Hills, NY
    1 day ago
  • $24k

     ...Job Description Job Description Forest Hills Financial Group , a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.  This is a HYBRID position. Candidates must live in the New York Metropolitan Market.... 
    Permanent employment
    Contract work
    Live in
    Work at office
    Flexible hours

    Forest Hills Financial Group

    Melville, NY
    6 days ago
  • $85k - $132k

     ...Description Training Provided We are seeking motivated, ambitious, and relationship-driven individuals to join our team as Financial Professionals. In this role, you will work closely with individuals, families, and business owners to help them identify their financial... 

    New York Life - Melville

    Melville, NY
    28 days ago
  •  ...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... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Syosset, NY
    2 days ago
  • $100k

    Overview Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary... 

    New York Life

    Melville, NY
    11 hours ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area

    Unavailable

    Melville, NY
    1 day ago
  •  ...Northwestern Mutual is seeking College Financial Representatives for its internship program in Melville, New York. This opportunity allows students to develop a financial planning practice while networking with experts and gaining access to exclusive products. Responsibilities... 
    Internship

    Northwestern Mutual

    Melville, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!