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 - $150k
...Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so,... ...their trusted advisor Qualifications: • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant...SuggestedNew York Life
Melville, NY3 days ago$17.74 - $29.57 per hour
...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking...SuggestedFull timePart timeWork at officeRadNet
Huntington, NY4 days ago- ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e.,...Suggested
Valley National Bancorp
Huntington Station, NY1 day ago - Citigroup Inc. is hiring a Personal Banker in Plainview, New York. This entry level position is responsible for assisting with sales and customer service through strong communication and relationship-building skills. Candidates should have prior experience in banking or...Suggested
Citigroup Inc
Plainview, NY3 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, NY5 days ago - ...and Business Banking division in Bethpage, NY. This role emphasizes building strong customer relationships and providing tailored financial solutions. Applicants must have strong customer service and communication skills, 6+ months of customer interaction experience, and...
Quality Talent Group
Bethpage, NY3 days ago - ...national bank's Consumer, Small, and Business Banking division. Candidates will build strong customer relationships and assist with financial solutions. Applicants should have at least 6 months of relevant experience and a commitment to professional growth. The role...
Quality Talent Group
Huntington, NY3 days ago - ...York. This role emphasizes building strong customer relationships and assisting with account services while ensuring compliance with financial regulations. Candidates should have customer service experience and excellent communication skills. The position offers a...
Quality Talent Group
Plainview, NY3 days ago $25 - $27.88 per hour
...Company Overview 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....Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftDormont Manufacturing Company
Huntington, NY2 days ago- ...seeking bankers for their Consumer, Small, and Business Banking division in Melville, NY. Join a company recognized as a leader in financial services, with a commitment to your professional growth and an inclusive workplace. You will build strong customer relationships,...
Quality Talent Group
Melville, NY3 days ago - TwinThread is seeking a Private Client Banker to manage a select group of affluent clients in Branch Banking. You will be the primary contact for a complete banking relationship, generating growth through a disciplined approach. Responsibilities include connecting clients...
TwinThread LLC
Huntington, NY2 days ago $25.07 - $41.79 per hour
M&T Bank is looking for a proactive individual to join our Melville, New York branch. This role focuses on identifying customer needs and providing tailored sales solutions. Candidates should have a strong background in retail sales and customer service, with proven communication...Hourly payM&T Bank
Melville, NY1 day ago$25.07 - $41.79 per hour
...customer profiles to assess potential ways to add value to clients' banking relationship and transition to needs‑based discussion on financial goals. Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payLocal areaDormont Manufacturing Company
Melville, NY1 day ago$25.07 - $41.79 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals. Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly payM&T Bank
Melville, NY1 day ago$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 Life Insurance Company
Farmingdale, NY3 days ago- ...Financial Advisor – Long Island, NY A unique succession opportunity is available with a respected independent wealth management firm... ...Minimum 3+ years of experience as a financial advisor, financial planner, or life insurance agent. Active FINRA Series 6/7, Series 66...Immediate start
New Day Executive Search
Farmingdale, NY5 hours ago - ...opportunities to accelerategrowth * Accelerated Growth Path- Develop into a top-tier advisor in months, not years * Unmatched Support- Financial planningwithexpert case designfromourattorney and CFP on staff, as well as an in-house dedicated marketing team * Flexibility-...Shift work
Center for Wealth Preservation
Woodbury, NY3 days ago - ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....Work at officeShift workDay shift
Bank of America
Melville, NY4 days ago - ...Description We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful...
New York Life Insurance Company
Melville, NY1 day ago - ...Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial...Start working todayLive in
NYL - Melville
Melville, NY4 days ago $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 hoursMassMutual
Melville, NY4 days ago$100k - $150k
...Date: 6/18/2026 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...Permanent employmentRemote workExecutive Alliance
Woodbury, NY2 days ago$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 hoursTEEMA Solutions Group
Melville, NY1 day ago$100k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a... ..., personal financial advisor or responsibilities, or financial planner roles is essential Must have the ability to successfully network...Start working todayLive inWork at officeNYL - Melville
Melville, NY5 hours ago- ...the lobby and assist them with transactions. The ideal candidate will have a strong work ethic and passion for improving clients' financial lives. Responsibilities include executing risk culture, managing cash, and building relationships with clients. Required qualifications...
- A leading financial services company is seeking a Private Client Banker in the Town of Huntington. The role entails managing relationships with affluent clients while providing tailored financial advice. Candidates should possess at least a high school degree and a proven...
$45k - $100k
...anticipated to remain open for 30 days, from 15-Jun-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- ...Financial Advisor The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in... ...employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top...
Core Ventures LLC
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$32k
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 services and products based on current and future financial situations, cultivating trust and sincerity. Our...Base plus commissionFlexible hours
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