Financial Wellness Advisor
$20.19 - $30.77 per hourKeybank, National Association
KeyBank in New York, NY is looking for a Personal Banker who will serve as a trusted advisor to clients, helping them with their financial wellness. Responsibilities include engaging in meaningful client conversations, opening accounts, and working collaboratively with branch teammates. The ideal candidate has sales experience along with strong relationship-building skills and knowledge of banking operations. Compensation for this position ranges from $20.19 to $30.77 per hour, based on experience and other factors. #J-18808-Ljbffr KeyBank
- ...KeyBank is seeking a Personal Banker to engage clients in conversations, uncover needs, and offer solutions for financial wellness both in person and by call. You will expand relationships with existing clients and attract new ones, working within a branch team to meet...Suggested
$58.5k - $72k
A financial wellness organization is seeking a Financial Coach to assist workplace participants with their investment and financial wellness needs. Responsibilities include providing education, advice, and managing client inquiries to enhance investment options while adhering...SuggestedRemote job- ...Northeast Financial Network (NEFN) – Holmdel, NJ | Boston, MA | Long Island, NY | New York City | Philadelphia, PA | Ridgefield, CT Launch... ...mentorship and joint-work opportunities with experienced advisors. Marketing, technology, and operational support to help you grow...Suggested
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market. If you are looking... ...work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused...Suggested
- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...SuggestedImmediate start
- ...Description Join our team as a Licensed Financial Advisor and make a meaningful impact on the financial futures of clients. At New York Life Insurance - Hui Ling Zhang, we empower you to provide personalized advice, helping individuals and families achieve their financial...Local area
$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...regulatory authorities (FINRA and SEC), as well as required CE training to ensure...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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...Full timeContract workFor contractorsWork at office- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To... ...supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...Temporary workWork at officeMonday to FridayShift workDay shift
- ...independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office. This is an opportunity to work with... ...you'll bring 5+ years of wealth management experience Strong financial planning background with HNW clients Interest in technology, innovation...Full timeWork at office
$55.25k - $66.3k
...Financial Advisor Join to apply for the Financial Advisor role at Ameriprise Financial Services, LLC . Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance...Full timeWork experience placementLocal area$150k - $300k
...looking for driven, entrepreneurial‑minded professionals who want to take control of their career and help others do the same. As a Financial Advisor, you're not just taking a job — you’re building your own business with the support of a Fortune 500 company behind you. Enjoy...Full timePart timeLocal areaFlexible hours- ...Allstate Insurance Co. is seeking a Financial Specialist to build a financial services practice with comprehensive support from the Allstate network. You'll meet customers in person, facilitating relationships and generating new business for your agency. Requirements include...For contractors
$75k
...Hudnall Capital Advisors is seeking a motivated entry-level Financial Advisor to join our expanding team. The ideal candidate will have a Bachelor's degree and possess strong communication and analytical skills. Responsibilities include developing tailored financial plans...$400k
A leading financial services firm is seeking Sales Consultants to support small and mid-sized businesses in accessing capital solutions. Candidates will thrive in a commission-based role with potential earnings of $400,000 to $600,000 annually. The role emphasizes building...$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a... ...professional activities Highly motivated with ability to function well in a fast-paced environment Self-starter by nature Excellent...- ...Overview Masterworks Advisers is a Registered Investment Advisor that advises clients on art-related investment products. We allow anyone... ...by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the...
$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- ...and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts,... ...: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running....
- A wellness consulting firm is looking for a Senior School Wellness Advisor, a part-time remote role focused on advising and supporting student wellness initiatives. Ideal candidates are retired or former school leaders who can provide insights without the pressure of sales...Remote jobPart timeFlexible hours
$65k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...Temporary workWork at officeMonday to FridayShift workDay shift- ...excellence? The Walker Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Our team is made up...Work from homeFlexible hours
$74.88k - $112.32k
...Responsibilities Sell & Advise : Offer investment solutions and financial planning tailored to client goals. Client Onboarding : Guide... ...insurance Vision insurance 401(k) Get notified about new Financial Advisor jobs in New York, NY . We’re unlocking community knowledge in a...Full timeLocal area- ...that of everyone you touch. As a Lenox Advisor, you will work directly with individuals,... ...help them navigate through and secure their financial future. Who We Are Lenox Advisors is a... ...financial stability and peace of mind. Follow a well‑defined career path that integrates...Day shift
- A leading AI development company is seeking a Financial Advisor to support training AI models for finance. This flexible role can be part-time or full-time, allowing professionals to work on their own schedules. Candidates should have expertise in financial analysis, along...Remote jobHourly payFull timePart timeFlexible hours
$28.85 - $33.65 per hour
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Hourly payTemporary workMonday to FridayShift workDay shift- Join Kinnect Advisors - Where Independence Meets Unmatched Support Location: Remote, USA Are you ready to build your business your... ...—we’re a collective ensemble built to empower entrepreneurial financial advisors. Whether you're looking to break free from a captive...Remote work
- ...Taos Global Group Inc. is a professional financial services firm that includes Taos Insurance... ...TZG Accounting LLC, and Taos Investment Advisors LLC. We specialize in providing comprehensive... ...of Finance and Investments to provide well‑rounded advice to clients. Excellent...Full time
- A financial advisory firm is seeking a Personal Finance Advisor / Certified Financial Planner for a part-time, remote position. The role involves reviewing financial planning scenarios, evaluating AI-generated advice, and providing clear communication on financial topics...Remote jobPart time
$15 per hour
Regional Director at Prudential Advisors About the Company Take your career to the next level... ...opportunity will work within a team of Financial Advisors whose goal is to successfully help... ...FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical...Minimum wageFull timeContract workPart time
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