Financial Advisor
$75.9k - $126.5kM&T Bank
Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients. What You’ll Do: Expand and cultivate client relationships through referrals, centers of influence, and strategic partnerships Deliver customized investment, insurance, and wealth management solutions Lead portfolio reviews and provide proactive financial guidance aligned with clients’ goals Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs Grow your practice within a highly collaborative and referral-rich environment Experience Required: Combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable Insurance (LAH) licenses Why M&T: Established referral network and client acquisition opportunities Collaborative Wealth, Retail, and Business Banking partnerships Robust planning, investment, and lending solutions Opportunity to expand your practice in the Long Island market About Wilmington Advisors @ M&T Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $75,900.00 - $126,500.00 (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Hauppauge, New York, United States of America M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. #J-18808-Ljbffr
$90k
...Join Eastern Advisory Group as a Financial Advisor, and be part of a team that empowers clients to achieve their financial goals. We are proud of our legacy, built over 175 years, of helping families and businesses thrive. As a Financial Advisor, you'll guide clients through...Suggested$75.9k - $126.5k
...Financial Advisor Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and...SuggestedWork experience placement- 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...SuggestedFlexible hours
$24.5 - $28 per hour
A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will...SuggestedHourly pay- Eastern Advisory Group in the United States is seeking a Financial Advisor to guide clients toward their financial goals within a legacy of 175 years, backed by the stability of a Fortune 500 partner. You will build personalized plans, nurture client relationships, educate...Suggested
- Teachers Federal Credit Union is seeking a Senior Financial Services Representative in New York. You will engage members in person and virtually, manage a book of business, and support consumer, small business and lending services to drive revenue. You will build strong...
$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 timeContract workFor contractorsWork at office- Jennifer O'Brien State Farm Agency in Smithtown, NY, is looking for a State Farm Insurance Agent to join their team. This role is vital to building customer relationships and promoting various State Farm products such as auto, home, and life insurance. The ideal candidate...
$30k - $60k
...tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to... ...satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you...Full timeTraineeshipRelocationMonday to Friday$142.1k - $236.8k
...all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize...Full timeTemporary workWork experience placement$85k - $132k
...Job Description Job Description Financial Advisor / Financial ProfessionalAbout the Opportunity We are looking for motivated and forward-thinking, people-focused individuals who are passionate about making a positive impact in the lives of others. As a Financial Professional...Flexible hours- ## Financial Advisor (Multiple Levels)-East Northport, Long IslandPostulerremote type: Sur placelocations: East Northport, New Yorktime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 31 juillet 2026 (Il reste 16 jours pour postuler)job requisition...Temporary workWork at officeLocal areaWork from homeFlexible hours
$61k - $119k
Overview 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...Work at office$55k - $130k
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to... ...that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the...Flexible hours- ...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...
- 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...
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle....Work at officeFlexible hours
$65k - $80k
Job Description: This position provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting...Temporary workMonday to FridayShift workDay shift- ...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...
$66.56k - $99.32k
...dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Financial Advisor 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 areaWork from homeFlexible hours$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...$24k
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. Office space is located in New York City,...Permanent employmentContract workLive inWork at officeFlexible hours$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources... ...Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through...Temporary workWork experience placement$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth...Work at officeLocal area- ...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,...
- ...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,...Full timeTemporary workFlexible hours
- ...institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals... ...individuals plan for their future. Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,...Work at officeLocal areaFlexible hours
$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,...Live inWork at office- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$100k
...Job Description Job Description Join Eastern Advisory Group as an entry-level financial advisor and be part of a team that empowers individuals and businesses to achieve financial success. You'll have the chance to grow your skills in a supportive environment backed...Permanent employmentFlexible hours
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