Wealth Advisor: Planning, Service & Growth
$72.28k - $108.16kTD
TD in Medford, New York, is seeking a Financial Advisor. This position is a three-year program focusing on financial planning guidance and investment management. Successful candidates will leverage their experience to meet the unique needs of TD Wealth clients and help achieve their financial goals. The salary range is competitive, from $72,280 to $108,160, depending on experience and skills. The role emphasizes customer-centric service and collaboration with other departments. #J-18808-Ljbffr TD
$72.28k - $108.16k
TD is seeking a Financial Advisor in Hauppauge, New York, to guide clients in financial planning and investment management. This role... ...to exceptional customer service within a collaborative team environment... ...72,280 - $108,160, along with growth and development opportunities....Suggested- ...need to offer you? Financial growth? Personal satisfaction? Opportunity... ..., but the best Financial Service Professionals and Managers in... ...nothing else like it. Successful Advisors at New York Life come from... ...including a defined benefit pension plan, and significant earnings...SuggestedFixed term contract
$70k - $100k
A financial services agency in Selden, NY is seeking a Financial Services Representative to assist clients with financial planning and insurance strategies. The ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting...SuggestedFull timeFlexible hours- Dormont Manufacturing Co is seeking a Financial Advisor for a three-year program to provide comprehensive financial planning guidance and manage client investment... ...competencies and a commitment to exceptional customer service. Qualified candidates should have a Bachelor's...Suggested
- JPMorganChase is seeking a Private Client Advisor to provide financial planning and advice at their Hauppauge location. This role involves offering personalized investment solutions while building strong relationships with clients. The ideal candidate will have at least...Suggested
- Suffolk Federal Credit Union in New York seeks a Financial Services Representative III to deliver exceptional member experiences. This... ...a community-focused organization with comprehensive benefits and growth opportunities. #J-18808-Ljbffr Suffolk Federal Credit Union
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...
$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition... ...through the financial planning process. Prioritize short... ...the full array of financial services distributed by the Company... ...a direct impact on revenue growth of the Wealth Advisory business...Temporary workWork experience placement- ...development Position Overview: Are you an experienced financial services professional who thrives on building strong customer... ...customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies...Flexible hours
- ...high-performing environment focused on growth, teamwork, and delivering a great customer... ...: Are you an experienced financial services professional who thrives on building strong... ...who can confidently consult on financial planning, life and health insurance, and long-term...Work at officeFlexible hours
$70k - $100k
Financial Services Representative - State Farm Agent Team Member Full Time in Selden - NY Benefits 401(k) Bonus based on performance... ...customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies...Full timeFor contractorsFlexible hours- Effie Knuth - State Farm Agent is seeking a motivated financial services professional in the Town of Islip, New York. In this role, you will consult with clients on financial planning and provide guidance on life and health insurance strategies. The ideal candidate will...Flexible hours
- ...Winter - State Farm Agent in Saint James, NY is seeking a Financial Services Representative. In this role, you will market financial... ...their options. You'll be responsible for consulting on financial planning, tailoring insurance solutions, and generating new business leads...Flexible hours
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Selden, NY to provide comprehensive financial planning and advice to individuals and families. This role focuses on building client relationships and delivering personalized investment solutions while embracing...
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising... ...communication skills and understand financial analysis and wealth management. This full-time role requires travel within the...Full time$45k - $80k
Jennifer O'Brien State Farm Agency in Smithtown, NY is looking for an Insurance Agent to join their team. You will focus on building strong customer relationships and promoting State Farm products including auto, home, and life insurance. The role requires sales experience...- RadNet, Inc. is seeking a Banking Service Professional in Holbrook, NY to provide excellent customer service and banking solutions. The role involves engaging with clients, assessing their financial needs, and recommending appropriate bank products. Ideal candidates will...Full time
- Suffolk Credit Union is seeking a Personal Banker II to provide exceptional service to members in Miller Place, New York. This role involves relationship building through service delivery, education on products, and resolving member requests. The ideal candidate will have...
$19.5 - $23 per hour
Webster Bank is seeking a Banking Center Relationship Banker 1 to provide services for customers, focusing on achieving sales and service goals. This role involves processing financial transactions while developing strong customer relationships through communication and...Hourly payFlexible hours- Valley Bank is seeking a Banking Service Professional in Town of Islip, New York. The role focuses on providing quality customer service, sales support, and executing a variety of banking transactions. Ideal candidates will have strong interpersonal and analytical skills...
- J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships... ...will have at least 2 years of experience in financial services and possess necessary licenses such as Series 7 and Series 66....
$24 - $27 per hour
...range of meaningful career opportunities. Summary: The Financial Services Representative II builds and strengthens member relationships... ...maximize the effectiveness of these calls through appropriate planning and prioritization May handle escalated member issues Perform...Full timePart timeWork experience placementImmediate start$23.5 - $30.35 per hour
Teachers Federal Credit Union in Farmingville seeks an Investment Services Support Specialist. This role supports investment advisors, maintains compliance records, and responds to customer inquiries. Candidates must have a high school diploma, preferably a bachelor’s degree...Hourly pay- ...time off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member with James Winter... ...agency. Responsibilities Consult customers on financial planning, investment options, and life/health insurance coverage. Identify...Flexible hours
- ...Merrill Advisor Development Program - Financial Advisor... ...: Merrill Wealth Management is a leading... ...investment products and services for individuals, companies... ...management, including planning for retirement, education... ...experience to promote portfolio growth. The Merrill Advisor...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$72.28k - $108.16k
...Financial Advisor Work Location: Hauppauge, New York... ...opportunities to all colleagues. Growth opportunities and skill... ...be providing financial planning guidance & selling... ...leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing...Work at office- ...the power of every connection. Responsible Growth is how we run our company and how we... ...and investment goals, building a financial plan, and recommending brokerage products. The... ...makes referrals to appropriate internal service providers based on client needs and asset...Temporary workMonday to FridayShift workDay shift
- ...Description The Financial Advisor (FA) role is a three‑... ...be providing financial planning guidance & selling investment... ...their experience to service the unique and complex needs of TD Wealth clients by reviewing financial... ..., preservation, growth, and protection. Responsibilities...
$72.28k - $108.16k
...opportunities to all colleagues. Growth opportunities and skill... ...The Financial Advisor (FA) role is a three‑year... ...be providing financial planning guidance and selling investment... ...their experience to service the unique and complex needs of TD Wealth clients by reviewing...Work at officeLocal areaFlexible hours- ...Fischer - State Farm Agent in Selden, NY is seeking an experienced financial services professional. This role emphasizes building customer relationships, guiding clients in financial planning, and consulting on insurance. The ideal candidate will possess strong analytical...
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