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
- A financial services firm in New York seeks a Financial Services Representative to help clients by building tailored financial plans and advising on financial products. Responsibilities include analyzing customer needs and developing investment strategies. Ideal candidates...SuggestedWork at officeFlexible hours
- Bank of America is seeking a client-focused financial advisor in the United States. The role provides comprehensive advice... ...include building financial plans with brokerage products and managing risk, with licensing requirements and SAFE Act considerations....Suggested
- 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
$85k - $145k
Mercer Advisors is seeking a Wealth Path Wealth Advisor in New York to support client-focused financial services for 150-250 clients. The role requires significant experience in financial planning, an ability to manage client relationships, and a collaborative approach...Suggested- TD Wealth in New York is seeking a Financial Advisor for a three-year program focusing on financial planning guidance and investment management solutions. You will review client goals, provide goals-based advice, and serve as the central contact to deliver exceptional...Suggested
- A leading financial institution located in New York is seeking an experienced Financial Advisor to deliver personalized wealth management solutions... ..., and the ability to build client relationships.... ...include providing financial planning strategies and maintaining client...
- 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...
$25 - $38.46 per hour
## Private Client Banker - Latham CircleApplylocations... ...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... ...within Key (required)**Licenses and Certifications**...Hourly payWork experience placementDay shift$28.85 - $33.65 per hour
Bank of America is hiring for a financial advisory role located in New... ...requires building financial plans with investment products,... ...banking strategies, and managing client relationships. Candidates... ...the ability to obtain industry licenses. The hourly pay ranges from $...Hourly pay$100k
...wealth management, including planning for retirement,... ...and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...accuracyParticipates in on-going training focused on how to develop a book... ...obtain Series 7 and 66 licenses within allotted program...Hourly payFull timeWork at officeDay shift- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey... ...we deliver for our clients, teammates, communities... ...building a financial plan, and recommending... ...completing required licenses and trainings. This position... ...Customer and Client Focus • Oral...Temporary workWork at officeMonday to FridayShift workDay shift
- Private Client Advisor Job at J.P. Morgan Chase in New York... ...solutions that meet their financial needs. Job... ...investment solutions focused on relationship management... ...commitment to goals-based planning and advice. A valid and active Series 7 license. A valid and active Series...
- ...about helping our clients, caring for our employees... ...to meet their financial needs. Job... ...‑building skills, focusing on relationship management... ...in a Financial Advisor role or equivalent... ...to goals‑based planning and advice A valid... ...Series 66 (63/65) license is required or must...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...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 training...Full timeContract workFor contractorsWork at office- ...About the job Senior Financial Advisor We are recruiting for a top... ...: - A global book of clients from $100MM - $2BBMM+ in assets... ...existing High Net Worth clients focused in the US. - Responsible... ...identification of wealth planning opportunities. - Strong relationship...
- ...Job Title: Junior Financial Advisor [On-site - Parsippany, NJ] About Us:... ...strategies. Our commitment to our clients is matched only by our... ...aspirations, such as retirement planning, college savings, wealth... ...issues independently. Client-focused with a high level of professionalism...Full timeWork at office
- ...Financial is a premier financial services firm with... ...in NJ, giving advisors the support to... ...experienced, fully licensed Independent Financial... ...manage your own client relationships while... ...comprehensive financial planning, investment... ...driven environment focused on doing what is right...Work at officeLocal areaFlexible hours
$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...$77k - $202k
...consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions... ...management at PwC, you will focus on helping clients improve their... ..., forecasting, and financial planning processes to drive operational...Full timeH1b- ...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
...personal results? As a Financial Advisor with Ameriprise, you’ll help shape your clients’ financial futures for... ...you obtain your required licenses/credentials, and we’ll... ...and execute a marketing plan to attract and engage... ...insurer. Our unwavering focus on our clients and strong...Full timePart timeWork experience placementLocal area- ...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
- A financial services firm is seeking a financial advisor in New York to build a customer portfolio and provide tailored financial advice. Candidates should possess a bachelor’s degree in a relevant field, have at least 1 year of experience in the financial services industry...
$74.88k - $112.32k
A leading financial services firm in New York is seeking a Financial Advisor to provide tailored investment solutions and financial planning. Responsibilities include onboarding clients, managing relationships, and meeting... ...degree and relevant licenses. This full-time...Full time- 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...
- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to... .... In this role, you will focus on serving clients within the tax‑exempt market... ...comprehensive financial planning. Provide retirement planning... .... Life and Health licenses preferred. Prior experience...
$100k - $300k
Financial Representative - Wealth Management Career... ..., and financial planning strategies to guide clients through every stage... ...path into Financial Advisor and Wealth... ...professional training and licensing programs Work closely... ...optimization firm focused on employee...Work at office- ...based wealth management, including planning for retirement, education, legacy,... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...culture driven, resilient, results focused and effective. If you have at least...Shift workDay shift
- ...Company MassMutual NJNYC is a financial planning firm with offices across the... .... We specialize in helping clients achieve financial stability... ...on our independent platform focusing on personal attention, insight... ...role for a Senior Financial Advisor with expertise in Wealth...Full timeRemote work
$95 per hour
...Responsibilities Evaluate AI-generated financial plans and advisory outputs for... ...compliance, and relevance to client needs. Calibrate investment... ...strategic documents with a focus on real-world client needs.... ...professional experience as a Financial Advisor, Wealth Manager, or in...Remote jobHourly payContract workPart timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Advisor - Client-Focused Planning. Be the first to apply!
- license examiner New York, NY
- financial advisor training program New York, NY
- finance operations associate New York, NY
- financial planning assistant New York, NY
- entry level financial advisor New York, NY
- estate planning consultant New York, NY
- associate leveraged finance New York, NY
- financial advisor development program New York, NY
- oracle financial functional consultant New York, NY
- patient financial counselor New York, NY

