Wealth Advisor - Long Island Relationship Growth
M&T Bank Corporation
M&T Bank Corporation is seeking an experienced Financial Advisor for the Long Island market (Hauppauge, NY). You will build and deepen relationships with affluent clients, deliver customized investment and wealth planning solutions, and lead client reviews to help clients achieve their goals. Join a collaborative team within Wilmington Advisors @ M&T and leverage an extensive referral network to grow your practice in Long Island, with access to robust planning, investment, and lending solutions. #J-18808-Ljbffr M&T Bank Corporation
- ## Financial Advisor (Multiple Levels)-East Northport, Long IslandPostulerremote type: Sur placelocations... ...to all colleagues. Growth opportunities and skill... ...and complex needs of TD Wealth clients by reviewing... ...service & developing the relationship to achieve greater share...SuggestedTemporary workWork at officeLocal areaWork from homeFlexible hours
- Job Overview Merrill Wealth Management is a leading provider of comprehensive... ...Role Specifics As a Merrill Advisor Development Program -... ...to identify needs, develop relationships, review financial goals, and... ...experience and promote portfolio growth. The Merrill Advisor...SuggestedInterim roleLocal areaImmediate startShift workDay shift
- ...power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...owners create, protect, and grow wealth through personalized, forward-thinking... ..., and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking... ...Build a career with uncapped growth potential Work in a supportive...SuggestedFlexible hours
$65k - $80k
...termination. Responsibilities Work with clients to plan short and long term financial goals by building a financial plan with... ...Ability to set and accomplish goals, build and nurture strong relationships, collaborate effectively, communicate confidently with all clients...SuggestedTemporary workMonday to FridayShift workDay shift- ...Relationship Banker - Long Island East, NY Area Spanish Required Holbrook, New York;East Hampton, New York; Shirley, New York; Smithtown, New York;... ...power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities...Work at officeFlexible hoursShift workWeekend workDay shift
- ...power of every connection. Responsible Growth is how we run our company and how we deliver... ...with clients to plan their short and long-term financial goals by building a financial... ...mind to. • Builds and nurtures strong relationships. • Collaborates effectively with...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$18.5 - $23.42 per hour
..., Twist, Crouch, Squat The role of the Relationship Banker is to deliver high quality customer... ...serve in a senior leadership role, your growth and development are our priority. NBT... ...Disability Coverage: Both short-term and long-term, with an option to purchase additional...Full timeTemporary workPart timeBank staffWork visaFlexible hours- ...Description Description As a Headkount Brand Advisor, you’ll be responsible for building lasting relationships with stores, brands, and retail employees to increase... ...up for success. This position covers the Long Island market. Brand Advisors are scheduled at various...For contractorsFreelanceFlexible hoursShift workWeekend work
$142.1k - $236.8k
...solutions for a comprehensive wealth management strategy... ...:Leads the client relationship team and has overall... ...Custom Credit, Investment Advisors and Trust Officers to... ...short term and long term needs of the client... ...direct impact on revenue growth of the Wealth Advisory...Full timeTemporary workWork experience placement- ...or Experienced Agent/Advisor Ready to take your... ...Discover a career in a high growth industry that can’t be... ...Professionals in Long Island, NY currently looking... ...areas such as Fee Based Wealth Management, Estate... ...important aspects of any relationship is communication. As your...Work experience placementFlexible hours
$75.9k - $126.5k
Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island... ...and deepening client relationships, growing a book of business... ...sophisticated investment and wealth planning solutions to affluent... ...continuing to support the growth and development of all our...Work experience placementLocal area$142.1k - $236.8k
...solutions for a comprehensive wealth management strategy... ...Leads the client relationship team and has overall responsibility... ...Credit, Investment Advisors, and Trust Officers to... ...short‑term and long‑term needs of the... ...direct impact on revenue growth of the Wealth Advisory...Temporary workWork experience placementLocal area- ...plays a vital role in bringing TD's human, relationship driven banking experience to life by... ...reinforces the client relationship to support long-term financial progressServes as a... ...acquisition, retention, and relationship growth for the bank location by proactively identifying...Work at office
- ...Relationship Banker - Copiague and Hauppauge, NY Area *Bilingual Spanish required Copiague, New York;Hauppauge, New York **To proceed with... ...power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- ...At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've... ...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800...Work at office
$75.9k - $126.5k
...Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island market. We're... ...record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and wealth planning solutions to affluent and...Work experience placement- Location: NY-Long Island Job Title: Media Consultant - Long Island Radio Position Overview Cox Media Group (CMG) is looking for Media... ...Media Consultant, you will acquire new clients and strengthen relationships with existing ones to become a marketing solution provider that...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours
- Eastern Advisory Group in the United States is seeking a Financial Advisor to guide clients toward their financial goals within a legacy... ...00 partner. You will build personalized plans, nurture client relationships, educate clients on products and risks, and stay compliant...
- ...collaborative network. Ideal candidates have an entrepreneurial mindset, strong communication skills, and a desire for long-term client relationships. Prior sales, finance, or client service experience is a plus but not required. #J-18808-Ljbffr WealthBridge Financial...
- ...NY to manage a mass affluent client portfolio. You will grow relationships, coordinate with specialists, and deliver TD's model of convenience... ...to expand the client base and deepen relationships within Wealth, Commercial, and Small Business segments. #J-18808-Ljbffr...
$23.17 - $26 per hour
...Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our... ...retention, and other bank initiatives to execute Banking Center's growth and profitability objectives. # Expected to achieve/ exceed...Flexible hoursWeekend work- ...banking, and assist with transactions. You will handle cash, build relationships, and connect clients to suitable financial solutions while... ...shifts. Join Bank of America to contribute to a trusted, in-office culture with career growth opportunities. #J-18808-Ljbffr...Work at officeShift work
$23.17 - $26 per hour
...Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our... ...retention, and other bank initiatives to execute Banking Center's growth and profitability objectives. # Expected to achieve/ exceed...Flexible hoursWeekend work$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment strategies... ...skills and understand financial analysis and wealth management. This full-time role requires...Full time$80k - $150k
...are seeking an experienced financial advisor to assist clients in designing and implementing... ...record of creating successful and long‑term advising relationships, and excellent communication skills.... ...with purpose, flexibility, and unlimited growth potential. #J-18808-Ljbffr...$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming... ...investments for growth, insurance for... ...that aligns with your long-term vision and goals... ...achieve their goalsGrow relationships with clients to support... ...and Northwestern Mutual Wealth Management Company® (NMWMC...Full timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...plans—including investments for growth, insurance for protection,... ...a way that aligns with your long‑term vision and goals like opening... ...achieve their goals Grow relationships with clients to support them...Work at office$90k
...Join Eastern Advisory Group as a Financial Advisor, and be part of a team that empowers... ...make a meaningful impact and build lasting relationships, we invite you to join us on this... ...situations to identify opportunities for growth and improvement. Educate clients on financial...$55k - $130k
...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses... ...is rooted in authentic relationships, customized business... ...-minded advisors * Long-term focus - Support for... ...a Financial Advisor or Wealth Advisor * Active Life...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor - Long Island Relationship Growth. Be the first to apply!
- jde finance consultant Hauppauge, NY
- estate planning consultant Hauppauge, NY
- associate corporate finance Hauppauge, NY
- wealth advisor Hauppauge, NY
- financial planning associate Hauppauge, NY
- financial consultant Hauppauge, NY
- financial planner Hauppauge, NY
- financial counselor Hauppauge, NY
- finance associate Hauppauge, NY
- financial associate Hauppauge, NY


