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$75k - $125k
Job Description Job Description ** Financial Planner ** ** Melville, NY | Full-Time | 100% In-Office | $75,000-$125,000+ ** ** No Cold Calling. No Client Book Required. Long-Term Career Opportunity. ** An established independent wealth management practice in Melville...SuggestedFull timeWork at officeRelocationMonday to FridayFlexible hours- ...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 financial...Suggested
Valley National Bancorp
Huntington Station, NY4 days ago - ...About this role: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...SuggestedHourly payMinimum wageWork experience placementWork at officeImmediate start
Wells Fargo
Melville, NY2 days ago - 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...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Melville, NY2 days ago$45k - $100k
...anticipated to remain open for 30 days, from 20-Aug-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, NY2 days ago- ...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...
Voya Financial
Melville, NY3 days ago $110k - $130k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workWork at officeFlexible hours$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, NY1 day 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- 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
$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$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$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- ...Insurance Company is the largest mutual life insurance company in the United States and one of the most respected names in the financial services industry. New York Life is a Fortune 100 mutual company with over 175 years of history helping Americans protect their...Flexible hours
Simple Staffing
Melville, NY6 days ago - ...Financial AdvisorJoin Eastern Advisory Group as an entry-level financial advisor and be part of a team that empowers individuals and businesses to achieve financial success. You'll have the chance to grow your skills in a supportive environment backed by a legacy of over...
Eastern Advisory Group
Melville, NY2 days ago - ...Northwestern Mutual invites you to join its College Financial Representative internship program in Melville, NY. You will learn to prospect, build a client base, and develop a business strategy while supported by a Fortune 500 company and local experts. You’ll gain hands...Full timeInternshipLocal areaFlexible hours
Northwestern Mutual
Melville, 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 Life Insurance Company
Farmingdale, NY4 days ago- ...Northwestern Mutual is seeking College Financial Representatives for its internship program in Melville, New York. This opportunity allows students to develop a financial planning practice while networking with experts and gaining access to exclusive products. Responsibilities...Internship
Northwestern Mutual
Melville, NY4 days ago $124.28k - $186.16k
...degree required, MBA or advanced degree preferred ~10 + years financial services experience in a production capacity (i.e. track record... ...: Series 7, 63 + 65 or 66 preferred ~ Certified Financial Planner (CFP), preferred. ~ Strong understanding of private banking business...Full timeWork at officeLocal areaWork from homeFlexible hours- ...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...
- ...Senior Financial Representative Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL...Work experience placementWork at officeImmediate startWork from home
- ...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. Where Ambition Meets Innovation Build a career that matches...Work experience placementWork at officeImmediate startWork from home
LPL Financial
Melville, NY3 days ago $32k
A community-focused financial institution in New York is seeking a Financial Advisor to provide long-term investment planning services. The ideal candidate will have a strong sales background, experience in the financial market, and relevant certifications. This hybrid...$1,000 per month
Overview College 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. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$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- ...provide an arra of securities products and services, as well as institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant...Work at officeLocal areaFlexible hours
New York Life
Melville, NY4 days ago $116k
...individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor... ..., personal financial advisor or responsibilities, or financial planner roles is essential Experience working with Microsoft Office,...Live inWork at officeNYL - Nassau-Suffolk NY
Melville, NY21 days ago- ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
ConnectOne Bank
Glen Head, NY2 days ago
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