Experienced Financial Advisor
$99kEastern Advisory Group
Join us at Eastern Advisory Group, where you'll play a crucial role in shaping the financial future of families and businesses. As a Financial Advisor, you're not just part of any team; you're backed by a company with over 175 years of stability and recognized as one of Forbes America's Best Insurance Companies. Our mission to "Do good. Be good. Make good." drives us daily, and we'll empower you to make a genuine difference in your clients' lives by offering personalized financial advice and strategic planning. We believe in nurturing your career growth in a supportive, collaborative setting. You'll find competitive compensation and ample opportunities for advancement here. Our Fortune 500 backing ensures you have the resources to excel and innovate in your role. Embark on a journey with us where your professional development is a priority, and your efforts contribute to a legacy of excellence in the finance industry. Let's achieve great things together. Compensation: $99,000 + OTE Qualifications 1- 3 years of experience in financial planning and wealth management, with a focus on personalized client strategies. NY State Life, Accident & Health License. Proven track record of building and maintaining strong client relationships through effective communication. Familiarity with industry regulations and best practices to ensure compliant financial advice. Strong problem-solving skills to adapt strategies based on clients' evolving financial needs. Excellent communication skills to educate clients on financial products and services. Ability to work collaboratively in a team-oriented environment, fostering a supportive atmosphere for growth and innovation. Responsibilities Guide clients in developing personalized financial plans that align with their long-term goals and aspirations. Educate clients on wealth management, retirement planning, life insurance, and business owner strategies. Analyze market trends and financial data to provide informed recommendations that enhance clients' portfolios. Collaborate with clients to identify and prioritize their financial needs, ensuring a comprehensive approach to wealth management. Build and maintain strong client relationships through regular communication and personalized service. Monitor clients' financial progress and adjust strategies as needed to ensure continued alignment with their objectives. Stay updated on industry regulations and best practices to provide compliant and effective financial advice to clients. #J-18808-Ljbffr Eastern Advisory Group
$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...SuggestedWork experience placement- Morgan Stanley Investment Management (MSIM) seeks an experienced marketer to lead intermediary channel initiatives and translate business... ...and banks. The role requires 5-8 years in asset management or financial services, strong project management, and excellent...Suggested
$61k - $119k
...Education 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...SuggestedFull timeContract workFor contractorsNorthwestern Mutual
Melville, NY1 day ago- ...Management is seeking a professional, organized, and client-focused Financial Advisor Assistant to support the day-to-day operations of a busy... ...wealth-management industry while working closely with an experienced Financial Advisor. \nCompany Description Personalized...SuggestedWork at office
Personalized Wealth Management with Lpl
Bohemia, NY3 days ago - ...Job Description Job Description About Us At WealthBridge Financial Group, we help individuals, families, and business owners create... ...while building your own practice with the support of an experienced and collaborative network. Key Responsibilities Develop...SuggestedFlexible hours
$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$110k - $130k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...please visit Our Boca Raton office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...Full timeTemporary workWork at officeFlexible hours$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$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- 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
$75k - $125k
...Job Description Job Description Financial Planner Melville, NY | Full-Time | 100... ...initially work closely with our partner advisors, supporting existing client relationships... ...into financial planning to experienced CFP® professionals who may be able to assume...Full timeWork at officeRelocationMonday to FridayFlexible hoursLong Island Financial Planning Firm
Melville, NYa month ago- Financial Advisor Financial Advisor Babylon, NY Job# 110462BR Edward Jones
$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...Temporary workWork experience placementWilmington Trust
Hauppauge, NY5 days ago- ...and enjoys being part of a collaborative, high-energy team where they can grow and succeed. Position Overview: Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future...Work at officeFlexible hours
$70k - $100k
...Responsive Recruiter Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently...$90k
...Job Description Job Description Join Eastern Advisory Group as an Entry-Level Financial Representative and step into a role where your career can truly flourish. You'll be part of a team backed by over 175 years of stability, working with a Fortune 500 company recognized...Permanent employmentEastern Advisory Group
Hauppauge, NY23 days ago- ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...Work at office
Valley Bank
Central Islip, NY5 days ago $50k - $125k
...Job Description Job Description Financial Advisor (Wealth Management) $50,000 - $125,000 a year Why Join Us?Stop searching for a job and start a career in Wealth Management. At Aegis Capital, we provide the platform, the mentorship, and the products—you provide...RelocationAegis
Melville, NYa month ago- Teachers Federal Credit Union in Bayshore, NY, seeks a Senior Financial Services Representative to engage members in person and virtually and to grow a productive book of business across consumer, small business and lending services. You will build lasting relationships...
- TD Bank is seeking a part-time Client Service Associate in Saint James, NY. You will be the hospitality ambassador, guiding client traffic and delivering accurate everyday banking transactions while educating clients on products and services. You will help deepen client...Part time
- ...service, build lasting relationships, and educate clients on technology and banking solutions. You will consult with clients to tailor financial products and work with a team of experts to meet complex needs. The role requires regulatory knowledge, licensing within 180 days,...Afternoon shift
$135k - $175k
...meet clients’ cash management needs with a particular emphasis on account analysis. This role is expected to leverage expertise in financial analysis and client relationship management to drive sales and enhance client satisfaction. This position requires a strong...Full timeTemporary workHanover Community Bank
Hauppauge, NY7 days ago- Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York. This role entails building strong relationships, identifying lending opportunities, and collaborating with cross-functional teams to...
- Northwell Health seeks a Financial Counselor to assist admitted patients with understanding and managing their financial responsibilities for hospital care. You will verify insurance, gather required documents, and help set up payment plans while coordinating with insurers...
- WealthBridge Financial Group is seeking a results-oriented Financial Professional to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
- Institutional Student Financial Assistance Specialist This Institutional Student Financial Assistance Specialist (ISFAS) incorporates the full range of institutional student financial assistance responsibilities; including assisting graduate level students in the application...Work at officeLocal areaMonday to FridayWeekend workAfternoon shift
- ...JOB DESCRIPTION SUMMARY The Teller I/Teller Float position will perform a variety of financial transactions and recommend additional products and services based upon M ember need by utilizing the Island Federal Credit Union’s preferred way of selling. Teller I/Teller Float...Flexible hoursDay shiftAfternoon shift
Island Federal Credit Union
Hauppauge, NY4 days ago - ...Financial Services Representative III (Personal Banker) At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching...Local areaFlexible hoursNight shift
$70k - $100k
Financial Services Representative - State Farm Agent Team Member Full Time in Selden - NY Benefits 401(k) Bonus based on performance... ...Training & development Position Overview Are you an experienced financial services professional who thrives on building strong...Full timeFor contractorsFlexible hours$25.25 - $30.5 per hour
Teachers Federal Credit Union in Hauppauge, NY, seeks a Mortgage Consultant responsible for processing mortgage applications, ensuring accuracy, and providing exceptional member service. Candidates should have a high school diploma and at least two years of relevant experience...Hourly pay
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