Wealth Management Advisor
$200k - $250kMassMutual Metro NY
MassMutual Metro New York is a top financial planning firm offering comprehensive solutions in insurance, asset management, and fee-based planning. Our advisors receive dedicated support through a functional leadership model, allowing them to focus on delivering exceptional client outcomes. As a multicultural agency rooted in the heart of NYC, we serve diverse communities with integrity and care, fostering a culture that feels like family. Ideal candidates will have the opportunity to build a financial services practice through personalized coaching and hands-on internship experience in the following areas: • Protection planning, including life, disability, and long-term care insurance • Delivering tailored investment solutions to clients • Providing comprehensive financial planning services Responsibilities: • Develop and Maintain Client Relationships • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities • Conduct Financial Planning and Investment Analysis • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals • Business Development and Prospecting • Collaborate with Internal Specialists • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients • Uphold Compliance and Fiduciary Standards Qualifications: • Bachelor's degree in finance or related field • Life & Health Licensed • SIE, Series 7, & 63. (Series 65 or 66 preferred) Compensation: $200,000 - $250,000 at plan per year • Develop and Maintain Client Relationships • Build trusted, long-term relationships with clients by understanding their financial goals, values, and life priorities • Conduct Financial Planning and Investment Analysis • Create personalized financial strategies and portfolios using a holistic planning approach, including investments, retirement, tax efficiency, insurance, and estate considerations • Monitor and adjust client investment portfolios in alignment with market conditions and evolving client goals • Business Development and Prospecting • Collaborate with Internal Specialists • Work with insurance, planning, and investment product specialists to provide comprehensive solutions to clients • Uphold Compliance and Fiduciary Standards Compensation: $200,000-$250,000 per year #J-18808-Ljbffr MassMutual Metro NY
- A technology company in the United States is looking for a Wealth Management Advisor to assist in training AI models for finance. In this flexible position, you will leverage your advanced financial expertise to review AI outputs, ensuring accuracy and relevance. Candidates...SuggestedRemote jobContract workFlexible hours
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Fairview, NJ. This role involves obtaining Securities Industry licenses, managing client relationships, and providing tailored financial guidance. You'll start your journey with dedicated study time for...SuggestedHourly payTraineeship$65k - $80.2k
## Wealth Management AdvisorApplylocations: Gresham, OR: Cincinnati, OH: Tempe, AZ: Saint Paul, MNposted on: Posted Todaytime left to apply:... ...all from Day One.## **Job Description**The Wealth Management Advisor (WMA) position is the investment planning and investment and...SuggestedTemporary workWork experience placementLocal area$25.85 - $43.08 per hour
...a dedicated professional in Bridgewater, NJ, to support Financial Advisors within our Employee Advisor Model. In this in-office role, you will provide comprehensive assistance to clients while managing critical tasks related to retirement distributions and tax filings....SuggestedHourly payWork at office$65k - $80.2k
U.S. Bank is seeking a Wealth Management Advisor to lead investment planning. This role requires a Bachelor's degree and relevant financial sales experience. The advisor will deliver tailored investment management and insurance services while working with affluent clients...Suggested$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- ...as well as recognition and rewards. An unlimited income potential directly tied to production. Career growth opportunities with management and leadership potential. Qualifications: Bachelor's degree from a four‑year institution preferred. MUST live in the Tri‑State Area...Full timeLive inWork at office
$50 - $60 per hour
A forward-thinking AI firm in the United States seeks a Wealth Management Advisor for a role that blends finance expertise with AI development. This position offers flexibility for full-time or part-time work, allowing professionals to set their own schedules. Responsibilities...Remote jobHourly payFull timeContract workPart timeFlexible hours- A progressive AI training company is seeking a Wealth Management Advisor to enhance AI understanding of finance. This position offers both full-time and part-time remote work, allowing flexibility in choosing projects and schedules. Ideal candidates will have advanced finance...Remote jobHourly payFull timeContract workPart timeFlexible hours
- ...Direct message the job poster from Bankers Life Managing Director at CNO Financial | Bankers Life Bankers Life Financial Advisors help clients live more and worry less through... ...$110,000.00-$120,000.00 1 month ago Asset & Wealth Management, Investment Strategy Group,...Full timeWork at officeFlexible hours
- Our client is a forward-thinking wealth management firm dedicated to helping their clients grow, preserve, and enjoy their wealth. They take... ...entrepreneurs. The Firm is seeking a skilled and client-focused Wealth Advisor with 10+ years of experience in financial advisory. This...For contractors
- Job Description Are you a seasoned sales professional or accomplished financial advisor ready to elevate your career to new heights? Join our prestigious wealth management firm and unleash your entrepreneurial potential. At Lakefront Capital, we empower driven individuals...Work experience placement
$121.9k - $262.1k
General Function Serves as the trusted advisor and team coordinator to simplify complexity... ...them to articulate and achieve their wealth goals. Create streams of highly credentialed... ..., investments, private banking, risk management, and trust services. Ensures delivery and...Work experience placementPrivate practiceWork at office- Equitable Advisors is looking for a Financial Professional in New York. The position involves building client relationships, developing financial strategies, and consulting on tailored products. Candidates should have a Bachelor's degree and necessary state licenses. The...
$100k - $200k
Blue Ocean Wealth Solutions, LLC, a MassMutual firm in New York, is seeking a Wealth Management Advisor to deliver innovative financial strategies. The ideal candidate will have at least 3 years of experience in wealth management, hold required licenses, and excel in client...$100k - $110k
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that...Work experience placementWork at office$50 - $60 per hour
A company focused on AI development is seeking a Wealth Management Advisor to review and improve AI Assistant's financial reasoning. This flexible remote role allows you to set your own schedule and work either part-time or full-time. The ideal candidate should have advanced...Remote jobHourly payFull timePart timeFlexible hours- A leading financial institution is seeking a Financial Advisor in State College, Pennsylvania. The role involves managing existing client relationships and pursuing new clients by providing top quality service. Candidates should have at least 3 years of experience and...Full time
$73k
PNC Financial Services Group, Inc. is seeking a Financial Solutions Advisor in Fort Lee, NJ, to provide investment and insurance strategies to clients. This role requires consulting on financial plans, building client relationships, and coaching branch staff for better...Full time- J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY 1 day ago Be among the first 25 applicants Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients...Full time
- ...strategic, and definitive candidate to fill an open Financial Advisor Role that offers room for growth and a promising career. Our ideal... ...of Products/Services, Social Responsibility, and Quality of Management Perks at a Glance Growth & Development - There are various...Full timeWork at officeRelocationMonday to Friday
- ...and live more. With over $366 billion in client assets under management, $38 billion in annual revenues, and more than $2.4 trillion life... ...for various financial planning strategies. This role is wealth management track, with the expectation that new representatives...Full timeContract workWork experience placementVisa sponsorship
$130k - $270k
...Director, Asset Managers & Insurance Lending We're seeking a future team member for the role of Director, Asset Managers & Insurance Lending to join our Investment Management & Insurance Institutional Lending team. This role is located in New York, NY. In this role...Temporary workBNY
New York, NY2 days ago- Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact with clients, and offer investment solutions that meet their financial needs. Job Responsibilities...
$98.14k - $131.96k
...the safety and well-being of children and families through child welfare and juvenile justice services and community supports. ACS manages community-based supports and foster care services and provides subsidized childcare vouchers. ACS child protection staff respond to...Permanent employmentFull timeWork at officeCity of New York
New York, NY3 days ago- ...Budgets Coordinator The Department of Surgery is seeking a Budget Coordinator (BC) to support the financial management of clinical research activities within the Clinical Research Core ("the Core"). The BC partners with clinical research teams, departmental Finance...Contract workLocal areaFlexible hoursWeekend workAfternoon shift
Columbia University
New York, NY1 day ago - A leading insurtech company is looking for an Agriculture/Property Claims Director to lead a team in managing diverse claims. This role requires deep expertise in claims, a focus on technology, and exemplary leadership skills. Ideal candidates will have over 10 years of...Remote job
- Staff/ Senior Financial Auditors Ready to take your public accounting career to the next level? Looking for a F100 to grow in and become a future leader? Look no further.....become part of this top Pharma's Internal Audit Group Leadership Development Rotation Program...
Tech Tammina
Jersey City, NJ2 days ago - ...wait to meet you. About the role As an Agriculture/Property Claims Director at Reserv, you will lead a team of claims professionals managing agriculture and property claims. Your expertise will drive operational effectiveness, utilizing technology and analytics to...Remote work
- ...Job Description Job Description - National Insurance Carrier is looking for an experienced EPL Claims Manager that is currently managing a team. Prior experience in EPLI & professional liability claims is preferred but not mandatory. Will need a minimum of 5 to 7...
Questor Consultants, Inc.
New York, NY6 days ago
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