Senior Wealth Advisor: Growth & Client Strategy
001 Manufacturers and Traders Trust Co
M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales strategies to expand client relationships while ensuring compliance and delivering comprehensive wealth solutions. Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities license and #J-18808-Ljbffr 001 Manufacturers and Traders Trust Co
- ...firm located in Hauppauge, NY is seeking a Senior Accountant / Tax Manager who will play a... ...offers the chance to manage a diverse client portfolio and influence key decisions in... ...provides a collaborative environment, great growth potential, and a competitive compensation...Senior
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities... ...advising clients on investment strategies and financial goals while ensuring... ...financial analysis and wealth management. This full-time role...SuggestedFull time- ...is seeking a seasoned sales professional to expand the client base for Core Sales, Human Resource Services, or Major Market Sales, driving revenue growth and market share. You will execute go-to-market strategies, schedule meetings with prospects and referrals, and analyze...Senior
$150k - $155k
Mohr Talent is looking for a Wealth Advisor (HNW Relationship Manager) based in Brentwood, NY, to manage established client relationships and provide tailored financial advice. This... ..., and be part of a respected firm with growth opportunities. Compensation is competitive...Suggested$115k - $199.8k
...investment management and wealth management services.... ...Firm's employees serve clients worldwide including corporations... ...'s Integrated Firm Strategy, a key strategic... ...driving revenue and asset growth. The role emphasizes... ...liaison between Financial Advisors, Investment Bankers,...SeniorWorldwide- ...provide exceptional service and leadership within client teams. The role involves shaping client... ...experience, and relevant certifications. This senior position offers competitive compensation and opportunities for growth within the firm. #J-18808-Ljbffr Morgan-StanleySenior
- Wesco is seeking a Senior Inside Sales Manager in Hauppauge, NY, to lead Inside Sales Managers and ensure accountability within the team. You'll collaborate with branch leadership to achieve sales goals and optimize customer satisfaction through effective training and...Senior
$142.1k - $236.8k
...through the acquisition of new clients from internal and external... ...for a comprehensive wealth management strategy for individuals, business owners... ...Custom Credit, Investment Advisors and Trust Officers to assess... ...a direct impact on revenue growth of the Wealth Advisory...Temporary workWork experience placement$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...SeniorHourly pay$150k - $155k
...boutique Registered Investment Advisor (RIA) is seeking an experienced Wealth Advisor to join its... ...delivering a white-glove client experience and building long... ...'s long-term succession strategy. The role is ideal for an... ...Business Development & Growth Manage and convert qualified...Full timeLocal area- 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...
- JPMorgan Chase & Co. is looking for a Private Client Advisor in Commack, NY. In this role, you will provide comprehensive financial planning and advice tailored to individuals and families. Your focus will be on building relationships and delivering personalized investment...
$150k - $155k
Mohr Talent is searching for an experienced Wealth Advisor in Smithtown, NY. The ideal candidate will inherit approximately 80-100 established client relationships and will focus on delivering exceptional service rather than heavy prospecting. This role offers a competitive...- J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial advice and build client relationships in Commack, New York. The role requires at least 2 years of financial advising experience, with strong skills in relationship management and 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 bring strong communication and analytical skills, maintaining a...Flexible hours
$66.56k - $99.32k
...Hauppauge, NY is seeking a Financial Advisor Associate to work with clients on their wealth management needs. The person... ..., educate them on investment strategies, and build lasting relationships... ...and $99,320 annually along with growth opportunities. #J-18808-Ljbffr...Work experience placement- ...Job Title Private Client Banker in Branch Banking Job Description You have a passion... ...and disciplined approach to generate growth in their balances. You will help acquire... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Afternoon shift
- Qosina is seeking a results-driven Senior Director of Sales & Business Development in Ronkonkoma, NY. The ideal candidate will lead revenue growth and market expansion, collaborating closely with the Division President and cross-functional teams. This role emphasizes strategic...Senior
- Qosina Corp. is looking for a strategic and results-driven Senior Director of Sales & Business Development based in Ronkonkoma, NY (Hybrid... ...). In this key role, you will lead initiatives to drive revenue growth and expand market presence. Ideal candidates will have extensive...Senior
- Wesco is seeking a Senior Account Representative in Hauppauge, NY, focusing on outside sales, new business development, and account management... ...prospecting, presenting products, preparing proposals, following up leads, and maintaining client relationships. #J-18808-Ljbffr WescoSenior
- A leading IT services company is seeking a proactive Accountant to manage day-to-day accounting operations and support financial growth. The role involves managing journal entries, overseeing billing and invoicing, and supporting month-end close processes. Ideal candidates...Senior3 days per week
$115k - $180k
Rk-Partners in New York is seeking a Wealth Advisor who will serve as a financial confidante to high-net-worth clients, helping them navigate complex financial challenges while building a sustained client base. This role demands excellent interpersonal skills and strong...Senior- ...team in Smithtown, NY. The role encompasses managing customer proposals, analyzing operations for efficiency, and ensuring quality client relationships. Candidates should possess strong leadership, problem-solving skills, and experience in operations management. This position...Senior
- A leading automotive parts retailer in Commack, NY, is seeking a full-time Commercial Parts Pro to support business growth through customer retention and expert automotive knowledge. Responsibilities include maintaining customer relationships, achieving sales goals, and...SeniorFull time
- Flagstar Bank is looking for a Senior Financial Center Associate in Hauppauge, NY, to assist the Financial Center Manager in maintaining operations and serving Private Client Groups. Key responsibilities include supporting tellers, responding to client inquiries, and ensuring...Senior
$18.83 - $29.28 per hour
## Senior Financial Center AssociateApplylocations: Hauppauge/360 Motor Parkway/114026time type: Full timeposted on: Posted Todayjob requisition... ...Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policy...SeniorWork at officeLocal area- ...Merrill Advisor Development Program - Financial Advisor... ...: Merrill Wealth Management is a leading... ...and Wealth Management Client Associates help clients... ...experience to promote portfolio growth. The Merrill Advisor... ...planning and investment strategies for a client Completing...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$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...Full timeFlexible hours- ...seeks motivated financial professionals to develop customized client strategies while building their own practice within a collaborative,... ...education, licensing support, marketing tools, and a clear path for growth. This role offers uncapped growth and meaningful client...
$72.28k - $108.16k
TD in Medford, New York, is seeking a Financial Advisor. This position is a three-year program focusing on financial planning guidance... ...leverage their experience to meet the unique needs of TD Wealth clients and help achieve their financial goals. The salary range is competitive...
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