Financial Advisor
$100k - $150kExecutive Alliance
Job Order ID: 11538 Employment Type: Permanent Salary: $100000-150000/Yr Web Publication Date: 6/18/2026 Job Location: Woodbury, New York/Remote United States 11797 Brief Description Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team in Woodbury, NY. Candidates must have assets to bring with them upon starting the job. Position is based in Woodbury, NY, but can also be worked hybrid/remotely. Job Summary The ideal candidate will be responsible for managing and growing client relationships, delivering comprehensive financial planning, and providing tailored investment strategies that align with clients’ goals. Key Responsibilities Manage and expand an existing book of business through proactive client engagement and referrals Develop personalized financial plans, including investment, retirement, tax, and estate planning strategies Provide ongoing portfolio management and performance reviews Identify new business opportunities and drive asset growth Maintain a high level of client service and trust through regular communication Stay current on market trends, financial products, and regulatory requirements Ensure compliance with all industry rules and company policies Qualifications Proven track record with a strong, transferable book of business (required) Previous experience as a Financial Advisor, Wealth Manager, or similar role Relevant licenses (e.g., Series 7, Series 63/65 or 66) Strong knowledge of financial planning, investments, and wealth management strategies Excellent interpersonal, communication, and relationship‑building skills Self‑motivated with a results‑driven mindset Preferred Skills Ability to work independently while contributing to a collaborative team environment Strong analytical and problem‑solving skills High ethical standards and professional integrity Compensation Competitive compensation package including base salary, commissions, and performance‑based incentives, commensurate with experience and book of business size. #J-18808-Ljbffr
$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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Melville, NY2 days ago- ...white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. We combine... ...top-tier advisor in months, not years * Unmatched Support- Financial planningwithexpert case designfromourattorney and CFP on staff...SuggestedShift work
Center for Wealth Preservation
Woodbury, NY12 hours 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...SuggestedWork at officeShift workDay shift
Bank of America
Melville, NY1 day ago $100k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...SuggestedStart working todayLive inWork at officeNYL - Melville
Melville, NY1 day ago- ...Financial Advisor The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts...Suggested
Core Ventures LLC
Melville, NY3 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 hoursMassMutual
Melville, NY1 day ago$120k
...A great opportunity is 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 us. Drive your professional development independently and positively...NYL - Nassau-Suffolk NY
Melville, NY1 day ago$100k
Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump‑start your career by joining our growing team as an entry‑level insurance agent. Candidates with strong interpersonal communication...TraineeshipNew York Life
Melville, NY3 days ago- ...Merrill Advisor Development Program - Financial Advisor: Long Island East Market Melville, New York;Smithtown, New York; Southampton, New York; Riverhead, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Melville, NY4 days ago - Bank of America in Town of Huntington is seeking professionals to provide comprehensive financial advice and customized solutions to clients. Responsibilities include building financial plans, triaging client leads, and providing coaching based on individual client needs...
$100k - $150k
...Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry...New York Life
Melville, NY12 hours 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
Mineola, NY3 days ago$100k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Start working todayLive inWork at officeNYL - Melville
Melville, NY1 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 timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Deer Park, NY4 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, NY2 days ago - Teachers Federal Credit Union is seeking a Premier Financial Representative to engage and develop mass affluent members. The role focuses on building relationships, managing a book of business, and supporting local branches to drive revenue. The ideal candidate will have...Local area
- Bank of America is hiring for a role focused on providing tailored financial advice to clients to optimize their financial goals. Responsibilities include planning financial objectives, making strategic referrals, and managing client relationships effectively. Candidates...
$66.56k - $99.32k
...your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Temporary workTraineeshipWork experience placementWork at officeLocal areaFlexible hours$165k
...Overview Wealth Advisor — Melville, NY. Up to $165K Base + Incentive + Benefits. A boutique wealth management firm on Long Island is... ...Lead client review meetings and planning conversations Provide financial planning, retirement planning, and investment guidance Work with...Local areaMohr Talent
Melville, NY4 days ago$21 - $27 per hour
...Job Title Financial Clearance Representative Job Description The Financial Clearance Representative works with the various components of the insurance verification, insurance notification and authorization, and financial clearance operational activities for the...Contract workWork at office$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Melville, NY2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Melville, NY1 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 employmentContract workLive inWork at officeFlexible hours$80k - $90k
...The Senior Financial Analyst is responsible for supporting the Shared Services groups for the enterprise, which encompasses the Technology, Call Center, Product & AI, Finance, and HR teams, among others. This role involves budgeting, forecasting, financial analysis...Full timeWork at officeFlexible hours1-800-Flowers.com
Jericho, NY1 day ago- Citigroup Inc. is seeking a Personal Banker SAFE Act in Syosset, NY. This entry-level position involves assisting with sales and service activities, fostering customer relations, and recognizing lending opportunities. Applicants should possess a bachelor's degree and 0...
Citigroup Inc
Syosset, NY3 days ago - ...with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Full timeTemporary workTraineeshipWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours
$93k - $105k
...and strategic direction. You will empower the business partners and cost center owners with analysis to support the achievement of financial goals and company objectives. Planning: Partner with the functional leaders and finance teams to support the budget and...Night shiftMini--circuit
Melville, NY4 days ago- Citi is seeking a Personal Banker SAFE Act in Jericho, New York. This entry-level position involves executing sales and service activities while fostering customer loyalty. Responsibilities include delivering remarkable client experiences, assisting with strategies to ...
Citi
Jericho, NY12 hours ago - Citigroup Inc. is hiring a Personal Banker in Plainview, New York. This entry level position is responsible for assisting with sales and customer service through strong communication and relationship-building skills. Candidates should have prior experience in banking or...
Citigroup Inc
Plainview, NY12 hours ago - ...and gain knowledge from the customer; analyze needs and recommend appropriate products and services. Meet with customers to analyze financial needs and maximize sales opportunities; open new accounts (checking, savings, certificate of deposit, IRAs), discuss and sell loan...Work at office
Valley Bank
Huntington Station, NY12 hours ago
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