Associate Financial Advisor
Zecher
Zecher is revolutionizing the financial industry by creating a modern, unified financial operating system that integrates banking, investing, portfolio management, insurance, credit, lending, and tax strategy. Combining human advisors with AI intelligence, Zecher provides a seamless, personalized, and proactive "Personal CFO" experience. The platform is designed to empower the next generation with long-term wealth creation and a customer-first approach. Zecher’s mission is to replace disconnected systems with a trusted one-stop platform tailored for financial success. Role Description This is a full-time, hybrid position based on Long Island, NY, for an Associate Financial Advisor. The Associate Financial Advisor will work closely with clients to provide personalized financial planning, create tailored strategies for investments, retirement planning, and wealth management, and deliver expert financial advice. The role requires effective communication with clients and collaboration with the advisory team to align strategies with clients’ financial goals. Qualifications A willingness to be uncomfortable while you grow #J-18808-Ljbffr Zecher
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in New York, NY vacancy
$60k - $80k
...Rk-Partners is looking for a Recruiting Associate to support the full advisor recruiting lifecycle. This role involves sourcing candidates, coordinating interviews, and managing outreach efforts. The ideal candidate will have 2-4 years of relevant experience and excellent...SuggestedRemote workFlexible hoursRk-Partners
New York, NY1 day ago$80k - $100k
A leading financial services company in New York is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building clientele, educating clients, and managing financial plans. Ideal candidates will have a degree or relevant...Suggested- A leading financial services firm in New York is seeking an Associate Financial Advisor to support established Financial Advisors. The role involves providing personalized investment solutions, building community relationships, and contributing to branch effectiveness....SuggestedFull time
- ...Alliance Group, a leading wealth management practice in New York, seeks driven individuals for a career in financial advisory. You will partner with senior advisors to close new business, engage warm leads, and deliver exceptional service to high-net-worth clients....Suggested
$100k - $135k
Who We Are Christopher Street Financial (CSF) is a unique, growing financial planning and wealth management firm based in New York City,... ...relationships are relationships of the firm and not of any single advisor. We believe in the efficiency of a common approach and the...SuggestedWork experience placement$81.9k - $99.1k
...anticipated to remain open for 30 days, from 13-Apr-2026. The posting may close early due to the volume of applicants. Associate Financial Advisor With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor...Full timeTemporary workWork at officeLocal areaFlexible hours- ...is a top-performing wealth management practice specializing in financial planning for physicians and high-net-worth clients. With over... ...end financial advisory. You will work alongside top-producing advisors, gain access to qualified warm leads, and play a key role in...Afternoon shift
- A leading financial services firm is seeking an Associate Financial Advisor for a full-time hybrid role in Long Island, NY. This position involves close collaboration with clients to provide tailored financial planning, investment strategies, and expert advice. The ideal...Full time
$75k - $79k
...structured as an apprenticeship, designed to make you the best financial advisor possible. You’ll take notes, participate in client meetings,... ...position is $75k - $79k annual salary. Your Life as an Associate Learns and practices not only the techniques of financial planning...ApprenticeshipWork at office- ...Organization/Business Overview Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining our existing team, you can leverage the skill set of a top producing veteran...Full timeWork at officeLocal area
Thrivent Financial
New York, NY4 days ago - ...Facet, a leader in personalized financial advice, is seeking an Associate Financial Planner to support senior lead planners and enhance member relationships. This unique role emphasizes real-world mentorship, proactive member care, and effective communication of complex...Remote work
Facet LLC
New York, NY3 days ago - ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type... ...Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow...
Confidential
New York, NY4 days ago - ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...for various classroom training sessions. Personal Banker Associate I - Avon Area At Fifth Third, we understand the importance of...Work experience placementWork at office
Fifth Third Bank, N.A.
New York, NY4 days ago - Delta Community Credit Union in Peachtree City seeks an Associate Wealth Advisor to guide clients in achieving financial goals. This position requires a bachelor's degree, CFP® eligibility, and 3+ years in wealth management. Responsibilities include leading discovery processes...Remote work
- Position Associate Wealth Advisor Job Code: 8406 Req ID: 5796 Location: Peachtree City (Wisdom Rd) Employment Type: Full Time Job Description... ...clients take meaningful action toward achieving their financial goals. As an Associate Wealth Advisor, you will engage in...Full timeRemote workFlexible hours
- ...des certifications financières telles que SIE et Series 7. Le rôle implique la gestion des portefeuilles, l'analyse des besoins financiers des clients, et la recommandation de stratégies personnalisées. Basé à New York, il nécessite des déplacements fréquents au sein...
- TD is hiring a Financial Advisor Associate in New York, NY. This role focuses on managing client relationships and providing tailored financial advice to meet clients' wealth management needs. Candidates should have at least a Bachelor's degree and relevant financial services...
- Introduction A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust...Worldwide
- TD Bank recherche un gestionnaire de relations et conseiller financier pour TD Wealth, responsable de la gestion des relations clients, de l'analyse des besoins financiers et de la recommandation de solutions personnalisées. Ce poste requiert au moins un an d'expérience...
- TD is looking for a Financial Advisor Associate in Mineola, New York, to serve as the primary relationship manager for clients. The position entails analyzing financial data to provide tailored investment solutions and developing client relationships. The ideal candidate...
- Associate Consultant - Financial Services, Cybersecurity Responsibilities Implement security solutions for clients, delivering initiatives that address client needs and ensure business objectives. Develop mitigation plans to identify potential security risks and minimize...Flexible hours
- TD Bank is seeking a Financial Advisor to manage relationships with TD Wealth clients, providing personalized financial advice and strategies. You will analyze clients' financial situations, attract new clients, and ensure compliance with all regulations. Strong consultative...
- ...compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been... ...clients up for superior investment outcomes and compounding their financial knowledge. You will work directly with our Director of Wealth...Work at office
- Recruiting Coordinator at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...Modern Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance, Sales, and...Full timeLocal area
$83.5k - $111.3k
Associate Financial Planner (Staten Island, NY) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice... ...experience in a broker/dealer or registered investment advisor environment FINRA Series 65 required Bachelor’s degree in...- TD Bank, N.A. is seeking a Financial Advisor Associate in New York City to help clients manage their wealth and financial needs. The role requires analyzing clients' financial situations and recommending tailored investment and insurance strategies. The ideal candidate...
$68k - $91k
Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based, independent... ...in connecting all aspects of a client's financial life to deliver thoughtful, collaborative... ...please visit Summary: The Advisor Success Associate plays a key role in supporting our...Summer internshipWork at office- Une banque internationale recherche un gestionnaire de relations et conseiller financier pour ses clients. Le titulaire développera et gérera les relations avec les clients, analysera leurs informations financières et fournira des conseils personnalisés sur les stratégies...
$100k - $115k
A prominent investment management firm in New York seeks an experienced support professional in private wealth management. The role entails managing client relationships, supporting investment strategies, and ensuring operational excellence. Ideal candidates should possess...$100k - $115k
...In this role, you will work directly alongside the Lead Wealth Advisor, take primary day-to-day ownership of a defined segment of small... ...implementation and advisory support. + Planning coordination (financial planning and/or estate planning experience preferred)* Strong written...Private practiceLocal areaShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!
Related searches
- search associate New York, NY
- IT associate New York, NY
- revenue cycle associates New York, NY
- technology transfer associate New York, NY
- design associate New York, NY
- trust associate New York, NY
- drug safety associate New York, NY
- associate attorney New York, NY
- online associate New York, NY
- benefits associate New York, NY