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

Wealth Planning Financial Advisor - Brooklyn, NY

TD Bank

TD Bank is seeking a Financial Advisor for its Brooklyn, New York location. This role entails advising clients on financial planning and investment management, ensuring a superior client experience while achieving specific sales goals. Candidates with a Bachelor’s degree and relevant financial certifications such as SIE and Series 7 are preferred. The position promotes a fast-paced, customer-centric environment with opportunities for personal growth and professional development. #J-18808-Ljbffr

Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Wealth Planning Financial Advisor - Brooklyn, NY in New York, NY vacancy
  • $78.52k - $117.52k

     ...Work Location: Brooklyn, New York, United States of America...  ...Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-...  ...be providing financial planning guidance & selling...  ...Insurance Commissioners, NY Department of Financial... 
    Suggested
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Brooklyn, NY
    1 hour ago
  •  ...large banking clients is seeking a Financial Advisor Associate for a full-time role in Brooklyn, NY. The Financial Advisor...  ...retain clients by addressing their wealth management advisory needs. The...  ...investment, insurance, and financial planning guidance. - Builds, manages,... 
    Suggested
    Full time
    Temporary work

    Insight Global

    New York, NY
    2 days ago
  • Work Location: Brooklyn, New York, United States of America...  ...role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year...  ...be providing financial planning guidance & selling investment...  ...Insurance Commissioners, NY Department of Financial... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    New York, NY
    1 day ago
  • $70k

     ...The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary...  ...and Retail bank through the use of financial planning and excellent discovery and...  ...Full time Primary Location: Brooklyn New York United States Primary Location... 
    Suggested
    Full time
    Work at office

    Citigroup Inc

    Brooklyn, NY
    6 days ago
  • $66.56k - $99.32k

     ...Work Location: Brooklyn, New York, United...  ...of Business: TD Wealth Job Description...  ...to analyze their financial information, including...  ...as the client's advisor. As a fiduciary,...  ...long-term retirement planning, and annual...  ...Insurance Commissioners, NY Department of... 
    Suggested
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Brooklyn, NY
    1 hour ago
  • $78.28k - $117.52k

     ...Work Location: Brooklyn, New York, United States of...  ...Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-...  ...be providing financial planning guidance & selling investment...  ...Commissioners, NY Department of Financial... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    New York, NY
    1 day ago
  • $58.44k

     ...This position will provide personal financial services at assigned military installations...  ...service members in establishing a spending plan for extended absences. Develops and...  ...Financial Counselor - Army National Guard, Brooklyn, NY Grade 24 Work Experience -... 
    Contract work
    Work experience placement
    Work at office

    VetJobs

    New York, NY
    3 days ago
  • $58.44k

     ...This position will provide personal financial services at assigned military installations...  ...service members in establishing a spending plan for extended absences. Develops and...  ...Financial Counselor - Army National Guard, Brooklyn, NY Grade 24 Work Experience -... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    New York, NY
    4 days ago
  • Job Title Financial Advisor (FA) Location Brooklyn, New York, United States of America Overview...  ...will provide financial planning guidance and sell investment...  ...solutions to TD Wealth clients, leveraging their...  ...firm regulations (OCC, SEC, NY DFS, etc.) and maintaining... 
    Work at office

    TD Bank, N.A.

    New York, NY
    1 day ago
  • $66.56k - $99.32k

     ...Financial Advisor Associate Work Location: Brooklyn, New York, United States of America Hours: 4...  ...Line of Business: TD Wealth Job Description: The...  ...advice, long-term retirement planning, and annual reviews to determine...  ...Commissioners, NY Department of Financial... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office

    TD Bank

    Brooklyn, NY
    18 hours ago
  • $85k - $145k

     ...Wealth Advisor (New York, NY) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by... 
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    1 day ago
  • J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management - Private Wealth Advisor...  ...solutions to meet their financial needs. Job Description At J.P....  ...will offer comprehensive financial planning and advice to individuals and families... 
    Full time

    JPMorganChase

    New York, NY
    1 day ago
  • $60k - $80k

     ...Recruiter at Tri-Harbor Financial Group of Northwestern Mutual Wealth Management...  ...approach to financial planning. As a business owner...  ...Sources: Financial Advisor magazine and Investment...  ...jobs in New York, NY . Investment...  ...00.00 2 months ago Brooklyn, NY $80,000.00-$100... 
    Full time
    For contractors
    Work experience placement
    Work at office

    Northwestern Mutual

    New York, NY
    1 day ago
  •  ...The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment... 

    Teachers Insurance and Annuity Association of America

    New York, NY
    2 days ago
  • ShoreHaven Wealth Partners is seeking a motivated Financial Planner to enhance client relationships and deliver personalized financial planning services. The role involves developing customized financial plans, assisting clients through significant life events, and collaborating... 

    ShoreHaven Wealth Partners

    New York, NY
    4 days ago
  • Wealth Planning Advisor (Onshore) Apply (opens in new window) Job Req Id: 26939359 Location(s): Singapore, Singapore, Singapore Job Type: On-Site...  ...by ensuring client solutions are aligned with their financial goals and regulatory requirements. This individual possesses... 
    Full time

    Citi

    New York, NY
    1 day ago
  • Work Location: Brooklyn, New York, United States...  ...of Business: TD Wealth Job Description:...  ...to analyze their financial information, including...  ...as the client’s advisor. As a fiduciary, this...  ...-term retirement planning, and annual...  ...Insurance Commissioners, NY Department of... 
    Full time
    Temporary work
    Traineeship
    Work experience placement
    Casual work
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    New York, NY
    1 day ago
  •  ...investment solutions to meet their financial needs. As a Private Client...  ...Associate in J.P. Morgan Wealth Management, you will be tasked...  ...support to our Private Client Advisors. Your role will encompass the...  ...Advisors with ongoing wealth planning for clients and referral... 

    Chase

    Brooklyn, NY
    3 days ago
  • Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor...  ...solutions that meet their financial needs. Job Responsibilities...  ...and commitment to goals-based planning and advice. A valid and active... 

    J.P. Morgan

    New York, NY
    4 days ago
  •  ...LPL Financial collaborates with banks to provide a comprehensive...  ...you to join our employee advisor model as a Wealth Advisor affiliated with...  ...local bank branch located in Brooklyn, NY . Job Overview: A...  ...products and financial planning Core Competencies:... 
    Work at office
    Local area

    LPL Financial Holdings, Inc.

    New York, NY
    4 days ago
  •  ...large banking clients is seeking a Financial Advisor for a full-time role in Borough Park, NY. The Financial Advisor (FA) role...  ...who will deliver financial planning guidance and offer investment management...  ...the unique and complex needs of wealth clients by reviewing financial... 
    Full time

    Insight Global

    New York, NY
    3 days ago
  • $61.88k

     ...is a global leader and innovator in the financial services industry and is evolving from a...  ...You Make: The Centralized Financial Advisor is responsible for identifying needs, understanding...  ...meetings, training initiatives, and planning sessions related to the development and... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander US

    Brooklyn, NY
    3 days ago
  • $57.72k - $86.32k

     ...Work Location: Brooklyn, New York, United States of America Hours:...  ...role. Line of Business: TD Wealth Job Description: The Financial Advisor Trainee (FA Trainee) role is intended...  ...advice, long-term retirement planning, and annual reviews to determine... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Brooklyn, NY
    2 days ago
  •  ...Entry Level - Financial Advisor - NY, New York (2481) ( PIN_15024 ) Primary Location : UNITED STATES...  ...offers a structured path to becoming a wealth manager through licensing and...  ...vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Services

    New York, NY
    4 days ago
  • $105k - $250k

     ...Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to...  ...goals, then construct a tailored financial plan that meets the client’s goals. The... 
    Temporary work
    Local area
    Flexible hours

    Citizens

    Brooklyn, NY
    18 hours ago
  • $150k

     ...Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs. Cross...  ...Financial is seeking experienced wealth advisors with an established, transferable... 
    Traineeship
    Local area

    Crete Professionals Alliance

    New York, NY
    1 day ago
  •  ...deliver a full suite of retirement plan consulting services,...  ...annual reviews, supporting senior advisors in the delivery and execution...  ...within Workplace Wealth Solutions • develop a deep...  ...recommendations • collaborate with Financial Advisors supporting retirement... 
    Flexible hours

    UBS

    Weehawken, NJ
    1 day ago
  •  ...) Location: 200 West Street, New York, NY About Goldman Sachs: Goldman Sachs Asset...  ...and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals. Alternatives Capital... 

    The Goldman Sachs Group

    New York, NY
    18 hours ago
  •  ...looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you....  ...to grow the business? Contributing to the branch business plan to increase branch effectiveness? EEO Statement Edward... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Edward Jones

    New York, NY
    4 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 four... 

    Goldman Sachs Group, Inc.

    New York, NY
    1 day ago

Do you want to receive more vacancies?

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