Certified Financial Planner
$100k - $150kNew York Life
Join a team where your financial expertise can make a lasting impact. At New York Life, we're dedicated to empowering financial professionals with the support, guidance, and resources they need to excel. As part of our dynamic team, you'll help clients achieve their financial goals, drawing on a rich history of excellence and leadership in the industry. We're looking for individuals who have a proven track record of building long-term relationships, possess extensive industry knowledge, and are committed to providing exceptional service. If you're ready to grow in a collaborative environment that values creativity and initiative, we encourage you to apply today. Compensation: $100,000 - $150,000 commission based #J-18808-Ljbffr
- ...Financial Advisor The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was... ...9 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and...Suggested
$100k
...Overview 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 clients achieve their...Suggested$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support2 Fully company-funded retirement...SuggestedFull timeContract workFor contractorsWork 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... ...winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024‑2025, America’s Greatest Midsize Workplaces...SuggestedBase plus commissionFlexible hours- 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
- ...and gain knowledge from the customer; analyze needs and recommend appropriate products and services. Meet with customers to analyze financial needs and maximize sales opportunities; open new accounts (checking, savings, certificate of deposit, IRAs), discuss and sell loan...Work at office
- ...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.,...
$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...Hourly pay$25 - $27.88 per hour
...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....Hourly payWork at officeShift workWeekend workDay shift$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 pay$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 area$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 office$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$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 hours$28.85 per hour
...products and services that benefits the members and to process financial transactions with accuracy and efficiency. Monday to Saturday... ...winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize...Hourly payWork at officeFlexible hoursNight shift$25 - $27.88 per hour
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. Being a Great Place...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$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$72.28k - $108.16k
...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 guidance & selling investment management...Work at officeLocal area$65k - $80k
...and customized solutions to clients to help them achieve financial goals. Key responsibilities include triaging client leads,... ...or exceeded. Additive professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC...Temporary workMonday to FridayShift workDay shift$150k - $155k
...affluent families through comprehensive wealth management and financial planning. This advisor will inherit approximately 80–100... ..., or Relationship Manager serving high-net-worth clients. Certified Financial Planner (CFP®) designation required. Demonstrated success building...Full timeLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$100k
Are you a motivated people person looking for the chance to break into a new industry? If the answer is “yes”, we are looking for you! Jump‑start your career by joining our growing team as an entry‑level insurance agent. Candidates with strong interpersonal communication...Traineeship$100k
...firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will... ..., personal financial advisor or responsibilities, or financial planner roles is essential Superior communication, relationship...Live inWork at office$70k - $80k
...of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC...Temporary workWork at officeMonday to FridayShift workDay shift$93k - $105k
...and strategic direction. You will empower the business partners and cost center owners with analysis to support the achievement of financial goals and company objectives. Planning: Partner with the functional leaders and finance teams to support the budget and...Night shift- ...dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth...Temporary workTraineeshipWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours
- ...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...
- Citigroup Inc. seeks a Personal Banker in Jericho, New York, to enhance customer relationships and increase sales. This entry-level position involves working closely with the customer service team, assisting in sales activities, and identifying business opportunities for...
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