Associate Financial Advisor
Wall Street Alliance Group
Wall Street Alliance Group is a top-performing wealth management practice specializing in financial planning for physicians and high-net-worth clients. With over $1.3 billion in assets under management, we are one of the fastest-growing branches within Osaic. Our growth is driven by a disciplined, client-focused approach and a culture built around performance, accountability, and results. The Opportunity We are actively seeking driven, competitive individuals who want to build a career in high-end financial advisory. You will work alongside top-producing advisors, gain access to qualified warm leads, and play a key role in closing new business. For the right candidate, this is a clear path to becoming a high-earning Senior Advisor. Key Responsibilities Partner with senior advisors to drive new business and close client opportunities Actively engage and convert warm leads into long-term client relationships Participate in client meetings and contribute to closing conversations Deliver a high-touch, white-glove experience to high-net-worth clients Attend conferences, networking events, and client-facing engagements Operate in a fast-paced, performance-driven environment with measurable goals Who You Are Highly competitive with a strong desire to win and outperform Confident communicator with the ability to build trust quickly Interested in finance, sales, and relationship-driven business Comfortable working evenings and being available for client needs Motivated by growth, income potential, and long-term career upside Licensing Willingness to obtain Series 7 and Series 66 licenses is required Existing licenses are a strong advantage and will accelerate your trajectory Clear, merit-based path to Senior Advisor Opportunity to build and manage your own book of high-net-worth clients Direct mentorship from top-producing advisors Firm-sponsored CFP program and continued professional development High ceiling for income growth tied directly to performance Uncapped bonus tied to production and performance #J-18808-Ljbffr Wall Street Alliance Group
$60k - $80k
...Rk-Partners is looking for a Recruiting Associate to support the full advisor recruiting lifecycle. This role involves sourcing candidates, coordinating interviews, and managing outreach efforts. The ideal candidate will have 2-4 years of relevant experience and excellent...SuggestedRemote workFlexible hours- ...Alliance Group, a leading wealth management practice in New York, seeks driven individuals for a career in financial advisory. You will partner with senior advisors to close new business, engage warm leads, and deliver exceptional service to high-net-worth clients....Suggested
$81.9k - $99.1k
...anticipated to remain open for 30 days, from 13-Apr-2026. The posting may close early due to the volume of applicants. Associate Financial Advisor With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours- Zecher is revolutionizing the financial industry by creating a modern, unified financial operating... ..., and tax strategy. Combining human advisors with AI intelligence, Zecher provides a... ...based on Long Island, NY, for an Associate Financial Advisor. The Associate Financial...SuggestedFull time
$100k - $135k
Who We Are Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City,... ...relationships are relationships of the firm and not of any single advisor. We believe in the efficiency of a common approach and the...SuggestedWork experience placement$80k - $100k
A leading financial services company in New York is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building clientele, educating clients, and managing financial plans. Ideal candidates will have a degree or relevant...- A leading financial services firm in New York is seeking an Associate Financial Advisor to support established Financial Advisors. The role involves providing personalized investment solutions, building community relationships, and contributing to branch effectiveness....Full time
- A leading financial services firm is seeking an Associate Financial Advisor for a full-time hybrid role in Long Island, NY. This position involves close collaboration with clients to provide tailored financial planning, investment strategies, and expert advice. The ideal...Full time
$75k - $79k
...structured as an apprenticeship, designed to make you the best financial advisor possible. You’ll take notes, participate in client meetings,... ...position is $75k - $79k annual salary. Your Life as an Associate Learns and practices not only the techniques of financial planning...ApprenticeshipWork at office- ...Organization/Business Overview Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining our existing team, you can leverage the skill set of a top producing veteran...Full timeWork at officeLocal area
- ...Facet, a leader in personalized financial advice, is seeking an Associate Financial Planner to support senior lead planners and enhance member relationships. This unique role emphasizes real-world mentorship, proactive member care, and effective communication of complex...Remote work
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type... ...Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow...
$83.5k - $111.3k
Associate Financial Planner (Staten Island, NY) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice... ...experience in a broker/dealer or registered investment advisor environment FINRA Series 65 required Bachelor’s degree in...- ...compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been... ...clients up for superior investment outcomes and compounding their financial knowledge. You will work directly with our Director of Wealth...Work at office
- Recruiting Coordinator at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...Modern Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance, Sales, and...Full timeLocal area
- TD Bank, N.A. is seeking a Financial Advisor Associate in New York City to help clients manage their wealth and financial needs. The role requires analyzing clients' financial situations and recommending tailored investment and insurance strategies. The ideal candidate...
$68k - $91k
Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent... ...in connecting all aspects of a client's financial life to deliver thoughtful, collaborative... ...please visit Summary: The Advisor Success Associate plays a key role in supporting our...Summer internshipWork at office- Une banque internationale recherche un gestionnaire de relations et conseiller financier pour ses clients. Le titulaire développera et gérera les relations avec les clients, analysera leurs informations financières et fournira des conseils personnalisés sur les stratégies...
- Position Associate Wealth Advisor Job Code: 8406 Req ID: 5796 Location: Peachtree City (Wisdom Rd) Employment Type: Full Time Job Description... ...clients take meaningful action toward achieving their financial goals. As an Associate Wealth Advisor, you will engage in...Full timeRemote workFlexible hours
- ...des certifications financières telles que SIE et Series 7. Le rôle implique la gestion des portefeuilles, l'analyse des besoins financiers des clients, et la recommandation de stratégies personnalisées. Basé à New York, il nécessite des déplacements fréquents au sein...
- Associate Consultant - Financial Services, Cybersecurity Responsibilities Implement security solutions for clients, delivering initiatives that address client needs and ensure business objectives. Develop mitigation plans to identify potential security risks and minimize...Flexible hours
- TD Bank is seeking a Financial Advisor to manage relationships with TD Wealth clients, providing personalized financial advice and strategies. You will analyze clients' financial situations, attract new clients, and ensure compliance with all regulations. Strong consultative...
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...for various classroom training sessions. Personal Banker Associate I - Avon Area At Fifth Third, we understand the importance of...Work experience placementWork at office
- TD is looking for a Financial Advisor Associate in Mineola, New York, to serve as the primary relationship manager for clients. The position entails analyzing financial data to provide tailored investment solutions and developing client relationships. The ideal candidate...
- TD is hiring a Financial Advisor Associate in New York, NY. This role focuses on managing client relationships and providing tailored financial advice to meet clients' wealth management needs. Candidates should have at least a Bachelor's degree and relevant financial services...
- TD Bank recherche un gestionnaire de relations et conseiller financier pour TD Wealth, responsable de la gestion des relations clients, de l'analyse des besoins financiers et de la recommandation de solutions personnalisées. Ce poste requiert au moins un an d'expérience...
- Introduction A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust...Worldwide
- Delta Community Credit Union in Peachtree City seeks an Associate Wealth Advisor to guide clients in achieving financial goals. This position requires a bachelor's degree, CFP® eligibility, and 3+ years in wealth management. Responsibilities include leading discovery processes...Remote work
$100k - $115k
...In this role, you will work directly alongside the Lead Wealth Advisor, take primary day-to-day ownership of a defined segment of small... ...implementation and advisory support. + Planning coordination (financial planning and/or estate planning experience preferred)* Strong written...Private practiceLocal areaShift work$100k - $115k
A prominent investment management firm in New York seeks an experienced support professional in private wealth management. The role entails managing client relationships, supporting investment strategies, and ensuring operational excellence. Ideal candidates should possess...
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