Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid Financial Planner — Client Strategy & Growth

Eastern Advisory Group

Eastern Advisory Group in Syosset, NY is seeking a Financial Advisor to build long-term client relationships and provide tailored financial guidance. The role involves analyzing clients' financial information to create comprehensive plans, identifying new client opportunities, and ensuring compliance with regulatory requirements. Candidates need active Series 7 and 66 licenses, a bachelor's degree in finance or related field, and 2+ years of experience in a financial services role. The position offers a hybrid work model and a competitive compensation package. #J-18808-Ljbffr Eastern Advisory Group

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Hybrid Financial Planner — Client Strategy & Growth in Syosset, NY vacancy
  • $72.28k - $108.16k

    TD Bank is seeking a Financial Advisor in Hicksville, NY. This role involves providing financial...  ...while managing relationships with clients. The ideal candidate will have a bachelor...  ...'s commitment to client experience and growth. The position offers a competitive salary... 
    Suggested

    TD Bank

    Hicksville, NY
    3 days ago
  • $100k

     ...your career with a hybrid work model,...  ...Responsibilities: Client Relationship Management...  ...understand clients’ financial objectives, risk...  ...planning, investment strategies, tax-efficient...  ...exceed activity, growth, and revenue targets...  ...advisor, financial planner, or in a similar... 
    Suggested
    Work at office
    Remote work

    Eastern Advisory Group

    Syosset, NY
    2 days ago
  • £75k - £100k per year

    A leading financial planning firm in East Anglia is seeking an experienced Financial Adviser to join their Wealth Advisory team. In this...  ...role, you will provide comprehensive financial advice to a loyal client base while also developing new relationships. The position... 
    Suggested

    Employment Specialists Ltd

    East Norwich, NY
    3 days ago
  • $66.56k - $99.32k

     ...in Hicksville, NY, is seeking a Financial Advisor Associate to attract and retain clients by addressing their wealth management...  ...prospects about investment strategies, and maintaining strong client relationships...  ...$99,320, with opportunities for growth and development. #J-18808-... 
    Suggested

    TD Bank

    Hicksville, NY
    1 day ago
  • $66.56k - $99.32k

     ...in Hicksville, New York, seeks a Financial Advisor Associate to attract and retain clients by addressing their wealth...  ...recommending tailored investment strategies, and maintaining relationships....  ...,320 USD and opportunities for professional growth. #J-18808-Ljbffr TD
    Suggested

    TD

    Hicksville, NY
    3 days ago
  • Citi is seeking a Personal Banker SAFE Act for their Syosset branch, an entry-level position responsible for assisting in sales and customer service activities. The role includes fostering customer relations to enhance loyalty and drive sales to individual consumers. The...

    Citi

    Syosset, NY
    18 hours ago
  • RadNet, Inc. is seeking an MBA Consultant in Jericho, NY, to support a 10-week strategic project focusing on financial analysis and operational efficiency. The role involves conducting financial research, analyzing trends, and developing financial models. Ideal candidates... 

    RadNet, Inc.

    Jericho, NY
    3 days ago
  • $17.74 - $29.57 per hour

     ...Valley Bank, we believe in people's growth potential. We invest in it. We...  ..., we’ve been the Bank that clients from every industry turn to for our expertise, strategies, and advice—building the kind of...  ...with customers to analyze financial needs and maximize sales opportunities... 
    Full time
    Part time
    Work at office

    RadNet

    Huntington, NY
    2 days ago
  • $90.23k

     ...CDM Smith is seeking a Senior Financial Analyst to join our Corporate...  ...as required. #LI-LP2 #LI-HYBRID Job Title: Senior Financial...  ...diverse as the needs of our clients. CDM Smith is an Equal...  ...personal leadership, career growth and development for every employee... 
    Full time
    H1b
    Remote work

    CDM Smith

    Woodbury, NY
    2 days ago
  •  ...seeking a Relationship Banker in Hicksville, NY, to provide exceptional service and support to clients. You will build and maintain relationships, offering tailored financial solutions and using technology to enhance client experiences. The ideal candidate will have sales... 

    Koitecc Solutions

    Hicksville, NY
    3 days ago
  •  ...represent the brand and culture with excellent customer service. This role focuses on acquiring and managing client relationships through effective communication and financial knowledge. The ideal candidate will have a sales background and the ability to address financial... 

    JPMorganChase

    Syosset, NY
    4 days ago
  •  ...Plainview, New York is seeking a motivated individual to engage clients in the lobby and assist them with transactions. The ideal...  ...will have a strong work ethic and passion for improving clients' financial lives. Responsibilities include executing risk culture, managing... 

    Bank of America

    Plainview, NY
    1 day ago
  • A leading financial services company is seeking a Private Client Banker in the Town of Huntington. The role entails managing relationships with affluent clients while providing tailored financial advice. Candidates should possess at least a high school degree and a proven... 

    JPMorgan Chase & Co.

    Huntington, NY
    1 day ago
  •  ...About Us At WealthBridge Financial Group, we help individuals, families...  ..., forward-thinking financial strategies. Our approach combines...  ...long-term impact and trusted client relationships. Position...  ...Build a career with uncapped growth potential Work in a supportive... 
    Flexible hours

    WealthBridge Financial Group

    Huntington, NY
    18 hours ago
  •  ...CWP delivers white-glove client service through a boutique model...  ...Sales Execution Team- You drive strategy; we help drive results *...  ...accelerategrowth * Accelerated Growth Path- Develop into a top-tier...  ...years * Unmatched Support- Financial planningwithexpert case... 
    Shift work

    Center for Wealth Preservation

    Woodbury, NY
    1 day ago
  • $32k

    Hybrid 899 899 S Oyster Bay Rd Bethpage, NY 11714,...  ...What You’ll Do FourLeaf Financial Group Advisors work...  ...preserving membership growth, longevity and experience...  ...and wealth transfer strategies, that include; executing...  ...team to ensure all clients have a positive in-branch... 
    Base plus commission
    Flexible hours

    FourLeaf Federal Credit Union

    Bethpage, NY
    18 hours ago
  • $72.28k - $108.16k

     ...Job Description The Financial Advisor (FA) role is a...  ...financial advisors or planners who will be providing...  ...complex needs of TD Wealth clients by reviewing financial...  ..., preservation, growth, and protection. Depth...  ...Bank's Customer Service Strategy Considers the impact... 
    Work at office
    Local area
    Flexible hours

    TD

    Hicksville, NY
    9 hours ago
  • ## Financial Advisor Associate - Hicksville, NYPostulerremote type:...  ...opportunities to all colleagues. Growth opportunities and skill...  ...with TD Wealth prospects and clients to attract and retain clients...  ...regarding investment and insurance strategies and products, and recommend... 
    Temporary work
    Traineeship
    Work experience placement
    Casual work
    Work at office

    TD Bank

    Hicksville, NY
    9 hours ago
  •  ...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... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Plainview, NY
    4 days ago
  • Huntington Bank is hiring an HFA Financial Advisor Senior in the Town of Huntington, NY. The role involves partnering with branch staff to provide tailored financial solutions for clients. Candidates should possess at least a high school diploma, Series 7, 63, 65/66, and... 
    Remote job
    Work at office
    Flexible hours

    Huntington Bank

    Huntington, NY
    3 days ago
  • TD is seeking a Financial Advisor Trainee in Hicksville, New York, to learn skills necessary for the Financial Advisor Associate role. Responsibilities include analyzing client financial situations, providing advice on investment options, and building client relationships... 
    Traineeship

    TD

    Hicksville, NY
    9 hours ago
  • $70k - $120k

     ...This role involves building relationships with new and existing clients to manage their bank and brokerage assets, ensuring compliance...  ...guidelines. Candidates should have 5-8 years of experience in financial services, strong analytical skills, and must hold relevant securities... 
    Full time

    Citibank (Switzerland) AG

    Huntington, NY
    4 days ago
  • $70k - $120k

     ...in Huntington, New York, to build and deepen relationships with clients. This seasoned professional will leverage their expertise to...  ...Ideal candidates should have 5-8 years of sales experience in financial services, strong analytical skills, and active securities licenses... 

    Citi

    Huntington, NY
    4 days ago
  • $78.52k - $117.52k

    TD Bank is seeking a Financial Advisor in East Meadow, New York. This pivotal role involves...  ...and investment management solutions to clients. The Financial Advisor will serve as the...  ...salary of $78,520 - $117,520, with extensive growth opportunities. #J-18808-Ljbffr TD Bank

    TD Bank

    East Meadow, NY
    4 days ago
  • TD is seeking a Financial Advisor in Bethpage, New York. This role involves providing financial planning guidance to clients while leveraging a three-year program with growth opportunities. Success in the role hinges on delivering exceptional customer service and establishing... 

    TD

    Bethpage, NY
    4 days ago
  • $32k

    A community-focused financial institution in New York is seeking a Financial Advisor to provide...  ..., and relevant certifications. This hybrid role offers a starting salary of $32,000...  ...reimbursement, with opportunities for professional growth and community involvement. #J-18808-... 

    FourLeaf Federal Credit Union

    Bethpage, NY
    18 hours ago
  • $57.72k - $86.32k

     ...opportunities to all colleagues. Growth opportunities and skill...  ...patrimoine TD Job Description The Financial Advisor Trainee (FA Trainee)...  ...able to attract and retain clients by addressing their wealth...  ...regarding investment and insurance strategies and products, and recommend... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    Hicksville, NY
    9 hours ago
  •  ...executing sales and service activities while fostering customer loyalty. You'll work with small business products and deliver outstanding client experiences. Ideal candidates will have 0-2 years of experience, preferably in banking or retail, and must possess a Bachelor's... 

    Citi

    Glen Cove, NY
    4 days ago
  • $250k

     ...help increase sales to individual consumer clients. Responsibilities Work with business...  ...Get Member (MGM) Program Assist in strategies to grow the small business client and implement...  ..., and present product offers/financial solutions Understand and comply with Citibank... 
    Full time

    Women Veterans Interactive

    Syosset, NY
    2 days ago
  • A financial services organization in Plainview, NY is seeking a Part-Time Member Service Representative/Personal Banker. The role requires direct interaction with members, supporting a customer-focused sales culture, and processing financial transactions efficiently. Candidates... 
    Part time
    Flexible hours

    Jovia Financial

    Plainview, NY
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Financial Planner — Client Strategy & Growth. Be the first to apply!