Investment Advisor
$60k - $128kThe Quintessential Experience
Investment Advisor Pay: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program, Retirement plan, Tuition reimbursement, Vision insurance Supplemental Pay: Bonus pay, Commission pay Job Description: Investment Advisor Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and satisfaction? Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profound impact in the lives of your clients and your community? As a Financial Services Representative, you will work directly with individuals, business owners, and families to help them secure their financial futures. Discover a career in a high growth industry that can’t be offshored or outsourced. By joining TQE Financial, you can be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. We are growing our team of Financial Professionals in Long Island, NY currently looking for talented individuals interested in the financial field to join our team. Must be a driven, entrepreneurial-minded, college student or graduate majoring in Financial/Business, desiring a Management Career Path in the surrounding New York. Be a part of our winning team, which includes experienced in-house specialist advisors; for you to learn from, collaborate with and partner in meeting the needs of your clients, in areas such as Fee Based Wealth Management, Estate Planning, Business Planning and Financial and Retirement Planning. License reimbursement, training, and on-going education provided. Competitive compensation and a full benefits package for qualified individuals. Who should consider this career? We provide the resources, support and one-on-one training to help you leverage your prior experience in law, banking, sales, marketing, accounting, management, finance, real estate, mortgage and business development. However, we have successful advisors that have come from all walks of life, including but not limited to: teachers, lawyers, business owners, engineers and military returning to civilian life. It is important to also have excellent communication skills, a strong work ethic, and desire to succeed. About TQE Financial - The Quintessential Experience in Financial Services Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets. One of the most important aspects of any relationship is communication. As your financial professionals, we believe in \"Putting People First\". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs. Benefits: Dental insurance Flexible schedule Health insurance Health savings account Life insurance Professional development assistance Referral program Retirement plan Vision insurance Schedule: Flexible Supplemental Pay: Bonus pay Commission pay Education: Bachelor's (Preferred) Experience: Sales: 3 years (Preferred) Business development: 3 years (Preferred) Work Location: Jericho NY/ Hauppauge NY Paid Training: Yes #J-18808-Ljbffr The Quintessential Experience
- ...recruiter who can provide you more specific details for this role.Line of Business:TD WealthJob Description:The Institutional Senior Investment Advisor partners with the Institutional Relationship Manager to provide investment services including sophisticated investment...SuggestedFull timeLocal areaWork from homeFlexible hours
- ...Four Points Advisors is a Registered Investment Adviser established in 2015, with an 11 year old startup mentality. Find out more, reach out to us and learn why we believe in our people, philosophy and process leading to better performance (Boom -- there's your four points...Suggested
- ...Our ecosystem includes 70+ clients, 18+ professional athlete advisors, and an event portfolio that currently draws 800+ attendees per... ...currently in an active Series A raise, with additional financing and investment opportunities anticipated in the near future. The Role CSE is...SuggestedContract workWork at officeRemote work
- ...in New York. This position involves providing tailored financial advice to clients, developing financial plans, and recommending investment products like stocks, bonds, and managed solutions. Qualifications include holding Series 7 & 66 licenses and at least one year of...Suggested
$90k - $125k
...Transaction Advisor – Renewable Energy Tax Credits Apply Location New York, NY No Remote Type Direct Hire ID NY177-2754614 Posted Apr 30, 2026 Transaction Advisor – Renewable Energy Tax Credits Compensation: $90,000 – $125,000 annually Employment Type: Permanent | Full...SuggestedPermanent employmentFull timeWork at officeRemote workRelocationFlexible hours- ...Ares Management is seeking a Vice President - Investment Adviser Compliance to join its Legal & Compliance team. The role focuses on advising investment professionals on complex regulatory matters, structuring transactions, and managing regulatory risk across a global...
$170.5k - $284.1k
...Investment Management ServicesProvides comprehensive investment management services to Wealth Advisory Services clients. Operates within... ...necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products...Work experience placementWork at office- ...Citi is looking for an experienced Investment Sales Sr. Lead to manage investment products including mutual funds and private equity. This role requires excellent communication and relationship management skills to educate Bankers and lead client meetings. The ideal candidate...
- ...Institutional Senior Investment AdvisorWork Location: New York, New York, United States of AmericaHours: 40Pay Details: $124,280 - $18... ...TD WealthJob Description: The Institutional Senior Investment Advisor partners with the Institutional Relationship Manager to provide...Local areaWork from homeFlexible hours
$125k - $175k
Morgan Stanley in New York seeks an Investment Consultant - Relationship Manager to support the Financial Advisor team in developing and managing client relationships, assess goals, and provide strategic investment guidance. The role requires 3-5 years of experience, appropriate...- Edelman Financial Engines, a leading independent wealth advisor, is seeking an Investment Advisor for the Inbound Advisor team. You will deliver financial strategies to help individuals reach their goals and build long-term client relationships. Responsibilities include...
- IDB Bank is seeking a Wealth Planning Specialist to provide dedicated planning and investment resources within the Private Banking division. The role involves working closely with Private Bankers across New York, California, and Florida, delivering sophisticated financial...
$109.12k - $163.68k
...governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic...Full timeWork experience placementWork at officeWorldwide- Bank of America is seeking a client‑focused financial professional to provide comprehensive financial advice and customized solutions. You will triage leads, meet with clients to review goals, build financial plans, and recommend brokerage products to help clients reach...Work at officeMonday to Friday
- A real estate advisory firm is seeking Real Estate - Investment Advisors to join their fully remote team. This commission-based role involves advising international investors on Brazilian real estate opportunities. Successful candidates will manage inbound leads, supported...Remote job
- A private capital ecosystem firm is seeking Investment Strategy Advisors to provide high-level guidance in investment strategy, fund structuring, and portfolio optimization. As independent contractors, advisors will focus on strategic investment guidance without traditional...For contractorsFlexible hours
- A leading investment advisory firm in New York is seeking a Senior Investment Advisor to join their team. This role involves guiding clients through art-related investments, managing high-value relationships, and delivering exceptional investor experiences. The ideal candidate...
- Masterworks Advisers, based in New York City, seeks a Senior Financial Advisor to build trusted relationships with UHNW clients visiting our... ...multi-million dollar paintings and educate them on art-backed investments. The role requires extensive in-person interaction, a strong...Monday to FridayAfternoon shift
$250k
Marcus & Millichap Real Estate Investment Services, Inc. is hiring for a commission-based position in New York. As an independent contractor, you'll learn through structured training while building your own client base. Your responsibilities include representing clients...For contractors- ...Estate is an international real estate advisory specializing in investment property in Brazil, with a focus on São Paulo, Rio de Janeiro,... ...analytics, marketing, and transaction coordination — allowing advisors to focus on clients and closings. About the Role We are...Remote jobCurrently hiring
- Masterworks Advisers seeks a Senior Investment Specialist to build trusted relationships with UHNW clients visiting our NYC gallery. You will meet around 50 prospects daily at evening events featuring multi-million dollar artworks and educate them on art as an investment...Afternoon shift
- ...is seeking a Financial Professional to manage retirement and investment strategies for clients. In this role, you'll be responsible for... ...This position offers competitive compensation and the opportunity for professional development. #J-18808-Ljbffr Voya Financial Advisors
$250k
Marcus & Millichap Real Estate Investment Services, Inc. is seeking enthusiastic individuals for a commission-based commercial real estate broker position. This role involves learning through structured training while representing clients in the sale of investment properties...- Neuberger Berman Advisor Consultant Associate (ACA) helps promote and sell NB investment products through financial advisors in the Midwest and West, partnering with Advisor Consultants to expand territory coverage. The role requires outbound prospecting, setting appointments...
- A private capital advisory firm in New York seeks Senior Investment Advisors to provide strategic guidance and capital advisory support. This independent contractor role offers flexible compensation ranging from $200 to $500 per hour, based on experience and scope. Ideal...Hourly payFor contractorsFlexible hours
- ...delivers customized, cross-asset class solutions tailored to the investment management needs of institutional and retail clients. With... ...appropriately. Support relationships with the various US retail advisor sales channels; serve as primary point of contact for...
- A private capital ecosystem firm seeks experienced Senior Investment Advisors to provide strategic advisory services across investment strategies and deal structures. As independent contractors, advisors will guide fund managers and investors through high-level decision...For contractors
- A leading investment firm in New York City is seeking an Investment Advisor to grow its investor community by guiding new and existing investors through art investments. Responsibilities include providing portfolio reviews, advising on alternative assets, and leveraging...
- Masterworks, LLC. is looking for a Senior Financial Advisor in New York to build relationships with ultra-high-net-worth clients visiting... ...attending evening events to meet clients, advising them on investments, and following up after initial meetings. Candidates should...Afternoon shift
- United States Digital Space LLC seeks a licensed financial professional in New York to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products, while...Monday to Friday
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