Licensed Financial Advisor - Client-Focused Planning
New York Life Insurance - Hui Ling Zhang
New York Life Insurance - Hui Ling Zhang is seeking a Licensed Financial Advisor to help clients build secure financial futures. You will develop personalized financial plans, analyze client finances, and educate on insurance and investments. Role emphasizes strong client relationships, regulatory awareness in New York, and collaboration with a supportive team to leverage comprehensive resources for superior service and growth. #J-18808-Ljbffr New York Life Insurance - Hui Ling Zhang
- Bank of America in New York is seeking a Client Advisor to help clients plan financial futures by building brokerage plans with stocks, bonds, mutual funds... ...risk and grow client relationships. The role demands licenses, bilingual Spanish, and a strong ability to juggle...Suggested
- TD Wealth seeks a Financial Advisor candidate to deliver financial planning guidance and investment solutions in a three-year program. You will review client goals, provide tailored recommendations, and serve as the central contact to grow client relationships and assets...Suggested
$25 - $38.46 per hour
## Private Client BankerApplylocations: Wexford... ...problem solver, trusted advisor, and partner to the... ...Program and will focus on the entire client... ...relationship with a plan-based approach to financial advice. As a PCB, you... ...Key (required)**Licenses and Certifications**...SuggestedHourly payWork experience placementFlexible hoursDay shift- TD Bank is seeking a Financial Advisor for its Brooklyn location. This role involves providing financial planning guidance and selling investment management solutions as part of... ...experience, and a commitment to exceptional client service. A Bachelor's degree is preferred...Suggested
- J.P. Morgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. The role focuses on delivering invested solutions and leveraging Chase referrals to deepen...Suggested
- A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least...
- ...Investment Management, LLC is a client-centered wealth management... ...investment management, financial planning, tax strategy, and estate planning... ...new ideas, while staying focused on the clients we serve. If... ...to connect! Senior Financial Advisor Are you ready for independence...Permanent employmentWork at office
$100k - $250k
...are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates... ...advice and service to their clients. Our Financial Advisors must be proficient... ...investments, taxes and trust and estate planning. Responsibilities include onboarding...$70k - $80k
...common purpose to help make financial lives better through... ...and delivering for our clients, teammates, communities... ..., building a financial plan, and recommending... ...by completing required licenses and trainings. This position... ...Customer and Client Focus Oral Communications Active...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...where you can help your clients achieve their goals through financial planning. On your path to becoming... ...financial representative focused on client‑building and obtaining licenses. Our award‑winning...Work at office- ...J.P. Morgan Chase is seeking a Private Client Advisor in New York, NY, responsible for offering comprehensive financial planning and personal investment solutions. The ideal candidate possesses strong relationship management skills and a background in financial services...
- ...MassMutual NJ-NYC is a premier financial services firm dedicated... ...a boutique, community-focused culture that empowers our advisors to put clients first. The Opportunity:... ..., goal-based financial plans tailored to the unique... ...7 and 66 (or 63/65) licenses in good standing. Valid...Local area
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...where you can help your clients achieve their goals through financial planning. On your path to becoming... ...financial representative focused on client-building and obtaining licenses. Our award-winning...Full timeContract workFor contractorsWork at office$70k - $80k
...common purpose to help make financial lives better through... ...how we deliver for our clients, teammates, communities... ..., building a financial plan, and recommending... ...by completing required licenses and trainings. This position... ...• Customer and Client Focus • Oral Communications...Full timeTemporary workWork at officeMonday to FridayShift workDay shift$66.56k - $117.52k
...Description: The Financial Advisor (FA) role is a three-... ...providing financial planning guidance & selling investment... ...needs of TD Wealth clients by reviewing... ...with an enhanced agenda focused on the client’s overall... ...obtain all within the Licensing and Registration...Full timeWork at officeLocal areaWork from homeFlexible hours- ...practice specializing in financial planning for physicians and high-net-worth clients. With over $1.3... ...a disciplined, client-focused approach and a culture... ...alongside top-producing advisors, gain access to qualified... ...-term career upside Licensing Willingness to obtain...Afternoon shift
$55.25k - $66.3k
...Financial Advisor Join to apply for the Financial Advisor role... ...you'll help shape your clients' financial futures for... ...obtain your required licenses/credentials, and we’ll... ...and execute a marketing plan to attract and engage... .... Our unwavering focus on our clients and strong...Full timeWork experience placementLocal area- ...the foundation. Every financial decision a client faces is ultimately... ...between an advisor and a client is one... ...comprehensive financial planning, forward-looking investment... ...investment approach focused on where the world... ...economics (preferred). Licensing: Series 66 (or 63/65...Work at officeFlexible hours
- ...Wealth Management, an independent wealth advisory firm based in NYC, seeks a Financial Advisor to deliver comprehensive investment and financial planning guidance and manage established client relationships. The role emphasizes a fee-only approach and client-first service...
- ...Type: Full Time Our Client is seeking a motivated Private Client Financial Advisor to build and grow a high... ...wealth management practice focused on delivering... ...Design customized financial plans based on client objectives... ...Series 7, 63, and 65 licenses (or Series 66) Active...Full time
- ...independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office. This is an... ...to work with high-net-worth clients while collaborating directly with engineers... ...wealth management experience Strong financial planning background with HNW clients...Full timeWork at office
- JPMorganChase is seeking a Private Client Advisor in New York City. This role involves offering comprehensive financial planning to diverse clients, enhancing their investment experience... .... Requirements include a valid Series 7 license and at least 2 years of experience in a...
- A leading financial institution in New York is seeking a Financial Advisor to provide financial planning and investment management solutions. The role involves reviewing client goals, onboarding new clients, and ensuring comprehensive service to deepen client relationships...
$78.32k - $117.52k
TD Bank is hiring a Financial Advisor in Flushing, NY, responsible for providing financial planning guidance and selling investment management solutions. The role requires building strong client relationships and achieving sales goals in a fast-paced environment. Ideal...- .... CWP delivers white-glove client service through a boutique model built for advisors who want authority, flexibility... ...years Unmatched Support– Financial planning with expert case design from our... ...Culture That Performs– Growth-focused, professional, and built...Full timeShift work
- ..., NJ seeks a full-time, on-site investment advisor to counsel clients on financial plans, including securities, insurance, pensions,... ...The role requires Series 7 and 63/65 (or 66) licenses and state insurance licenses, with a focus on growing a client book and cross-selling...Full time
$75k - $150k
Summary The industry role of Financial Advisor resides as a Financial Consultant... ...collaborate with our current clients while simultaneously... ...foundations, businesses, and qualified plans). Our current investment... ...their practice, we maintain a focus on real-world results. Our...$116k
...- Hui Ling Zhang, an entry-level financial advisor, and become part of a legacy over... ...accolades. In this role, you'll support clients with their financial planning needs, from risk management and... ...or outside investors. We are focused on long-term success for clients....- WealthBridge Financial Group is seeking a results-oriented Financial... ...position, you will engage with clients to understand their financial... ...opportunities, retirement planning, and wealth management strategies... ...client relationships. Licenses or certifications in financial...
- ...hiring a Wealth Relationship Manager in Washington, DC. You will identify and deepen relationships with affluent clients, offering holistic financial planning and investment guidance. The role requires multi-product knowledge, high-touch client engagement, and...
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