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

Financial Advisor

$90k - $150k

Ytswealth

The ideal candidate is a driven and entrepreneurial professional who excels at building relationships, 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 culture of accountability, collaboration, and continuous improvement. Location: Export, PA Hours: Full-Time: 8:30am-4:30pm Job Type: In-person Salary: $90,000-$150,000 / year Key Responsibilities Client Advisory & Relationship Management Build and maintain strong client relationships through consistent, meaningful engagement Develop and implement comprehensive financial plans tailored to individual client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver holistic solutions Ensure timely and effective resolution of client inquiries and concerns Execute a proactive client contact strategy within your book of business Business Development & Growth Identify and pursue new business opportunities through networking and relationship-building Demonstrate the ability to grow, develop, and retain a book of business Maintain an entrepreneurial mindset focused on long‑term growth and client success Professional Excellence Conduct thorough discovery to uncover client needs and deliver strategic solutions Stay current on investment products, financial planning strategies, and market trends Embrace feedback, accountability, and continuous improvement Collaborate with team members to leverage collective expertise and deliver exceptional client outcomes Qualifications and Requirements Minimum 5 years of experience in wealth management or financial advisory services Proven ability to build, develop, and retain a book of business Experience working in an entrepreneurial or growth‑oriented environment Required licenses: Series 7, 63, 65 (or 66), and Life/Health/Variable Insurance Strong communication, analytical, and relationship management skills Must be able to pass a drug test, state background check, and federal fingerprinting Core Competencies Business Development Client Relationship Management Consultative Communication Practice Management Quantitative Analysis Retirement Planning Strategic Thinking Primarily office‑based with regular in‑person client interactions Fast‑paced, collaborative environment requiring adaptability and strong time management Occasional travel for client meetings, events, or conferences Physical Requirements Prolonged periods of sitting, computer use, and phone communication Ability to attend in‑person meetings and events Occasional lifting of light materials (up to 20 lbs) Ability to communicate effectively in both in‑person and virtual settings Compensation Salary Range: $90,000 – $150,000 annually (commensurate with experience) Additional performance‑based compensation opportunities Benefits and Perks 9 paid holidays annually (If during Mon‑Fri) Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO (After 30 Days) 10 days of Paid Time Off (After 30 Days) 401(k) dollar for dollar match up to 4% (After 30 Days) Maternity and Paternity leave (After 30 Days) Medical – Dental – Vision – HRA – Life Insurance Monday–Friday (Daylight hours) Occasional evenings/weekends for client events and networking In‑person role (Hybrid not available) Relocation Export, PA 15632: Relocate before first day (Preferred) Commute expenses not reimbursed Legal & Compliance Disclosures Equal Employment Opportunity (EEO): We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age. At‑Will Employment: Employment at YTS Wealth Management is at‑will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise. Background / Drug Screening: Employment is contingent upon successful completion of drug test, state background check, and federal fingerprinting. Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in New York, NY vacancy
  • $75k - $150k

     ...Summary The 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 as high net... 
    Suggested

    LE010 Manning & Napier Advisors, LLC

    New York, NY
    4 days ago
  • $60k - $128k

     ...Job Description Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and... 
    Suggested
    Work experience placement
    Flexible hours

    The Quintessential Experience

    New York, NY
    3 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... 
    Suggested
    Local area
    Flexible hours

    MassMutual

    New York, 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    New York, NY
    4 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... 
    Suggested
    Full time
    Local area

    Insight Global

    New York, NY
    1 day ago
  • 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 maintaining... 
    Work at office
    Local area
    Flexible hours

    1847Financial

    New York, NY
    18 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 wage
    Full time
    Contract work
    Part time

    Prudential Advisors

    New York, NY
    1 day 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 work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  •  ...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... 
    Remote work

    Kinnect Advisors

    New York, NY
    18 hours 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 time
    Remote work

    Knugget Financial Services

    New York, NY
    18 hours 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 office
    Flexible hours

    Thryve Wealth Management

    New York, NY
    1 day ago
  •  ...satisfaction to your life - and that of everyone you touch. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are : Lenox Advisors is a premier wealth and... 
    Day shift

    Lenox Advisors

    New York, NY
    1 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, NY
    2 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 time
    Work at office

    MassMutual New Jersey-NYC

    New York, NY
    18 hours ago
  •  ...Financial Advisor - Midtown Manhattan Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early‑career advisor to grow within the Northern New Jersey market—partnering with a top‑producing Senior Advisor while building your own book through a... 
    Work experience placement
    Local area

    M&T Bank

    New York, NY
    11 hours 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, NY
    4 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 work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Absecon, NJ
    18 hours 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 office
    Flexible hours

    Netevia Platinum Direct

    New York, NY
    1 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, NY
    2 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

    New York, NY
    3 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... 
    Flexible hours

    National Financial Network

    New York, NY
    2 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, NY
    1 day ago
  •  ...St Paul's School of Nursing in Staten Island, NY, is seeking an energetic and highly motivated Advisor for its Financial Aid Department . If you possess a desire to help others succeed, this is an opportunity for you to positively impact the li ves and careers of our students... 
    Full time
    Work at office
    Afternoon shift

    RadNet

    New York, NY
    2 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.... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • $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... 

    Empirical Wealth Management

    New York, NY
    2 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 office
    Flexible hours
    Afternoon shift

    HRPivot

    New York, NY
    1 day ago
  • CarMax Business Services in New York is looking for a Sales Consultant who is dedicated to building customer relationships and assisting them in finding the right vehicle from a wide selection. This role provides a competitive wage during training, with an emphasis on ...

    CarMax Business Services LLC

    New York, NY
    4 days ago
  • $100k - $150k

     ...Westchester County. For decades, we’ve taken an uncommon approach to financial services - one built on: Comprehensive planning across...  ...professionals from outside the industry into elite Financial Advisors, supported by: Structured training Direct mentorship from senior... 
    Work at office
    3 days per week

    Strategies For Wealth

    New York, NY
    3 days ago
  • $155k - $200k

     ...these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternative investments...  ...Wealth sales professionals, various due diligence teams, financial advisors, and end clients. The Product Specialist will focus on... 
    Local area
    Flexible hours

    Blackstone Restaurant

    New York, NY
    18 hours ago
  •  ...unlimited potential – in leadership, income, and community impact. Our financial professionals help clients reach their individual goals by...  ...for clients to guide them every step of the way. A successful advisor has typically reached a ceiling and is looking for a career... 
    Work at office

    Northwestern Mutual

    New York, NY
    18 hours ago

Do you want to receive more vacancies?

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