Financial Advisor
M&T Bank
Location Gramercy East Join Wilmington Advisors @M&T in the heart of Downtown Manhattan. 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 What You Bring: Banking, sales, or client-facing experience (licensed preferred) Strong relationship-building skills and growth mindset Licenses: Series 7, 63, and 65/66 Life/Variable Insurance 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 Manhattan 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. Compensation for this role is based on commission - a draw will be advanced. The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location New York, New York, United States of America #J-18808-Ljbffr M&T Bank
- ...St Paul's School of Nursing in Staten Island, NY, is seeking an energetic and highly motivated Advisor for its Financial Aid Department . If you possess a desire to help others succeed, this is an opportunity for you to positively impact the li ves and careers of our students...SuggestedFull timeWork at officeAfternoon shift
Fortis College
New York, NY2 days ago $65k - $80k
...Bank Of America Financial AdvisorAt 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...SuggestedTemporary workWork at officeMonday to FridayDay shiftBank of America
Absecon, NJ2 days ago$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$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...SuggestedFull timeContract workFor contractorsWork at office- ...Build Your Practice. Lead Your Future. The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for driven, entrepreneurial professionals...SuggestedFull time
Fifth Avenue Financial
New York, NYa month ago $130k - $135k
...Job Description Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships...Temporary workAltfest Personal Wealth Management
New York, NY19 days ago- ...white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. We combine... ...a top-tier advisor in months, not years Unmatched Support– Financial planning with expert case design from our attorney and CFP on...Full timeShift work
Center for Wealth Preservation
New York, NYa month ago $59.06k - $114.27k
...Job Description Job Description Join our Financial Professionals team! Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop...Full timeWork at officeRemote workRelocationNew York Life Insurance Company
New York, NY19 days ago- ...Job Description Job Description Financial Advisor Company: Eagle Strategies LLC | New York Life Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive...Full timeContract workFor contractors
New York Life Insurance
New York, NY5 days ago - ...Job Description Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors...
Dynamic Wealth Strategies Inc
New York, NYmore than 2 months ago - ...our employees and customers. Overview This is a full-time, on-site, commissioned career opportunity based out of our Parsippany, NJ financial center. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension...Full timeLocal areaWork visaFlexible hours
$100k - $150k
...Westchester County. For decades, we’ve taken an uncommon approach to financial services - one built on: Comprehensive planning across... ...professionals from outside the industry into elite Financial Advisors, supported by: Structured training Direct mentorship from senior...Work at office3 days per week- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. At...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Summit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients’ financial life. We offer ‘One stop shopping’ for clients, financial, tax and legal needs. Visit us at...
$15 per hour
...Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial Regional Director at Prudential Advisors Prudential Financial Hunterdon County New Jersey About the Company Take your career to the next level at Prudential...Minimum wageFull timeContract workPart time- Our client is seeking a client-focused Financial Advisor. The ideal candidate will help individuals and businesses achieve their financial goals by providing personalized financial planning, investment guidance, retirement strategies, insurance solutions, and wealth management...
- Prudential Advisors is looking for driven, motivated self-starters in Onondaga County that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the...
- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...a winning combination. About The Job As a Financial Services Advisor, you will work directly with real people pursuing real dreams and...
- ...12 according to FORTUNE® magazine, has helped clients achieve financial security for more than 150 years. The company focuses solely and... ...trainers Access to knowledgeable groups of financial advisors and specialists to assist you At Northwestern Mutual, we’re committed...Full timeWork experience placement
- Location: Bayonne, New Jersey, United States Type: Full Time Our Client is seeking a motivated Private Client Financial Advisor to build and grow a high-quality wealth management practice focused on delivering personalized, holistic financial strategies. This role is...Full time
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift- ...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the... ...expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to...
- ...the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential professional bonds a person can have...Work at officeFlexible hours
- Overview Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based...Flexible hours
- Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help... ...63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning Potential Qualifications...
- Syracuse University invites applications for a Financial Aid Counselor based in Syracuse, NY. The role advises a diverse student population on federal, state, and institutional financial aid programs, including scholarships, with a focus on accurate eligibility determinations...
$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- Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00262## Primary Office Location:117 South Allen Street. State College, Pennsylvania. 16801.## **Join our team. Make a difference...Work at office
$45k - $100k
...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial advisor part time New York, NY
- finance associate New York, NY
- financial counselor New York, NY
- associate corporate finance New York, NY
- private wealth advisor New York, NY
- financial consultant New York, NY
- estate planning consultant New York, NY
- financial planning assistant New York, NY
- work from home financial advisor New York, NY
- financial planner New York, NY