Financial Planner
$100kNYL - Melville
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Be a coachable, organized team member interested in pursuing training development and educational opportunities Qualifications: • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Valid FINRA Series 7 & 63/66 preferred but not required • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Must have the ability to successfully network and prospect for new clients • Must live in or near Long Island, Brooklyn, or Queens Compensation: $100,000 at plan yearly
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Compensation:
$100,000 per year
$100k
Overview Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...Suggested- ...Financial Advisor – Long Island, NYA unique succession opportunity is available with a respected independent wealth management firm that... ...QualificationsMinimum 3+ years of experience as a financial advisor, financial planner, or life insurance agent.Active FINRA Series 6/7, Series 66 (or...SuggestedImmediate start
New Day Executive Search
Farmingdale, NY3 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing support2Fully company-funded retirement package and...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Melville, NY3 days ago$90k - $120k
...Onsite — 4 days in office) Base Salary: $90,000 – $120,000 + Bonus + Full Benefits Experience: 2–3+ Years in Wealth Management / Financial Planning Are you an experienced Financial Advisor tired of cold calling and relentless production quotas? Talent Harbor has been retained...SuggestedInterim roleWork at officeWork from homeAfternoon shiftTalent Harbor
Plainview, NY4 days ago- ...Job Location: Woodbury, New York/Remote United States 11797 Brief Description Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team in Woodbury, NY. Candidates must have assets to bring with them upon starting...SuggestedRemote work
Impact Recruitment
Woodbury, NY3 days ago $80k - $150k
...ago Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing... ...Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and...WizeHire
Melville, NY3 hours ago- ...Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Collaborate with and be mentored...
Jobtailor
Melville, NY3 days ago $45k - $100k
...anticipated to remain open for 30 days, from 23-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Farmingdale, NY5 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
- Citi in Plainview, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relationships. The role includes working with business credit requests and delivering exceptional client experiences. Ideal...
$85k - $132k
...Job Description Job Description Financial Advisor / Financial ProfessionalAbout the Opportunity We are looking for motivated and forward-thinking, people-focused individuals who are passionate about making a positive impact in the lives of others. As a Financial Professional...Flexible hoursNew York Life - Melville
Melville, NY16 days ago$21 - $27 per hour
...Job Title Financial Clearance Representative Job Description The Financial Clearance Representative works with the various components of the insurance verification, insurance notification and authorization, and financial clearance operational activities for the...Contract workWork at office$32k
...experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You’ll Do FourLeaf Financial Group Advisors work with members on a long-term basis, pursuing goals from the initial relationship genesis, providing financial...Base plus commissionFlexible hours$75k - $125k
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...Full timePart timeImmediate start- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
- ## Financial Advisor Associate - Bethpage, NYPostulerremote type: Sur placelocations: Bethpage, New Yorktime type: Temps pleinposted on: Publié il y a 7 jour(s)time left to apply: Date de fin : 3 juillet 2026 (Il reste 12 jours pour postuler)job requisition id: R\_14799...Temporary workTraineeshipWork experience placementCasual workWork at office
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ..., Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and...Work at office- Talent Harbor is hiring a Financial Advisor in Plainview, NY for a salaried, growth-focused role with no cold calling. You will manage an assigned client portfolio, conduct firm-led consultations, and build holistic financial plans using eMoney, while leveraging a supportive...
- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
$55k - $130k
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful...Flexible hours- Bank of America in New York’s Syosset area is seeking a financially savvy advisor to provide comprehensive guidance and customized solutions that help clients achieve their financial goals. The role includes building financial plans, reviewing objectives with clients, and...
$150k - $200k
...Senior Financial Planner CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm...Temporary workFlexible hoursCAPTRUST
New Hyde Park, NY3 days ago- ...Position Summary Center for Wealth Preservation (CWP) is seeking 1–2 Junior Financial Advisors to join our growing wealth management team. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial...Local area
Center for Wealth Preservation
Woodbury, NY4 days ago $1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Melville, NY3 days ago- ...Job Description Job Description 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, and support for...Local areaFlexible hoursNight shift
Suffolk Credit Union
West Babylon, NYmore than 2 months ago - ...approval circulation and to present packages to the required level of credit authority.Ensure that the bank is in possession of current financial information and that the information has been properly analyzed and on file. Monitor and report changes in credit quality.Bears...
- Job Title Job Description Suffolk Credit Union
- ...forecasts for assigned business areas Work closely with business leaders to develop budget/forecast that reflects operational and financial goals of the company and act as a resource to help achieve these goals Assist in the consolidation and reporting of the budgets and...Temporary workLocal area
Optimum Corp
Bethpage, NY5 days ago $72k - $141k
...excellent work/life balance opportunities and a strong benefits package.We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies issued...Full timeWork experience placementWork at officeLocal areaShift work- ...resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Senior Financial Representative...Full timeWork experience placementWork at officeImmediate startWork from home
LPL Financial
Melville, NY7 days ago
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