Financial Advisor
M&T Bank
Financial AdvisorJoin Wilmington Advisors @M&T in the heart of Downtown Manhattan. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and high-net-worth clients.What You'll Do:Expand and cultivate client relationships through referrals, centers of influence, and strategic partnershipsDeliver customized investment, insurance, and wealth management solutionsLead portfolio reviews and provide proactive financial guidance aligned with clients' goalsPartner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needsGrow your practice within a highly collaborative and referral-rich environmentWhat You Bring:Banking, sales, or client-facing experience (licensed preferred)Strong relationship-building skills and growth mindsetLicenses :Series 7, 63, and 65/66Life/Variable InsuranceExperience Required:Combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales experienceFINRA Series 7, 63 and 65 or 66 licensesPertinent state Life/Variable Insurance (LAH) licensesWhy M&T:Established referral network and client acquisition opportunitiesCollaborative Wealth, Retail, and Business Banking partnershipsRobust planning, investment, and lending solutionsOpportunity to expand your practice in the Manhattan marketAbout Wilmington Advisors @ M&TWilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank.M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
$66.56k - $117.52k
...recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...SuggestedFull timeWork at officeLocal areaWork from homeFlexible hours$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedHourly payFull timeWork at officeDay shift- ...Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help... ...Series6,63,7,65,CLU,CFP,ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Unlimited Earning Potential Qualifications...Suggested
$15 per hour
...Regional Director at Prudential Advisors About the Company Take your career to the next level at Prudential Advisors! Change your life... ...for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve...SuggestedMinimum wageFull timeContract workPart time- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedShift workDay shift
- ...Knugget Financial Services specializes in providing tailored financial solutions for veterans, active-duty service members, and their families... ...Description This is a full-time remote role for a Financial Advisor at Knugget Financial Services. The Financial Advisor will be...Full timeRemote work
$75k - $150k
...Financial ConsultantThe industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such...- ...We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you’re a successful entrepreneur...Local areaFlexible 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- ...our employees and customers. Overview This is a full-time, on-site, commissioned career opportunity based out of our Parsippany, NJ financial center. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension...Full timeLocal areaWork visaFlexible hours
- ...We are seeking Financial Advisors for a client in the Buckhead, GA area. Whether you're an established advisor with a large book of business seeking options for independence, better support, higher payouts, etc. Or an advisor with a smaller book interested in rapid growth...Work at officeFlexible hours
- ...Overview Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based...Flexible hours
- ...A financial services firm in New York is seeking a Financial Services Representative to provide essential financial guidance and build client relationships. The ideal candidate will possess strong interpersonal, organizational, and communication skills, alongside a goal...
$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management...Temporary workLocal areaFlexible hours$90k - $150k
...relationships, uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding... ...tailored to individual client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver holistic solutions...Full timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift- ...the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential professional bonds a person can have...Work at officeFlexible hours
$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...- ...Job Description 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....Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Build Your Practice. Lead Your Future. The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for driven, entrepreneurial professionals...
- ...Type: Full-Time Compensation: Uncapped Earning Potential About the Opportunity MassMutual New Jersey NYC is seeking an experienced Financial Services Professional to join our growing Warren office. This opportunity is ideal for a licensed financial professional who is...Full timeWork at office
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
- ...The Institute of Culinary Education (ICE) in New York City seeks a Financial Aid Advisor to join the Office of Student Financial Services. You will provide top-notch services, ensure compliance with federal, state, and aid processes, and support students from prospective...Work at office
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$28 - $32 per hour
...Financial Aid Call Representative-Higher Education Our client, a leader in higher education, is seeking a dedicated and compassionate Financial Aid Call Representative to join their team. As a Financial Aid Call Representative, you will be an essential part of the Financial...Weekly payTemporary workWork at officeMonday to FridayFlexible hours- ...In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and prospective students and parents regarding financial aid eligibility, while providing...Work at officeFlexible hoursAfternoon shift
$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$66.3k
...Financial Aid Advisor (Federal Programs) St. John's University Salary: $66,300.00 Annually Job Type: Full-Time Administrator Job Number: 202600035 Location: Queens Campus, NY Department: Closing: St. John's, established in 1870, has two New York City campuses; international...Full timeWork experience placementInternshipWork at officeMonday to FridayShift workWeekend workAfternoon shift- ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey; Voorhees, New Jersey; Sewell, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Temporary workWork at officeMonday to FridayShift workDay shift
$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- ...on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.Essential... ...term financial goals.Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service....Work at office
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