Financial Advisor
New York Life Insurance Company
Description 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 monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs.
• Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
• Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
• Develops long-term relationships with clients and underwriters.
• Assist clients with concerns and service issues as needed.
• Reach agreed-upon sales targets monthly. Qualifications • Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Be willing to help others.
• New York Life will pay and cover all expenses for training and the exam.
• Sales: 1 year (preferred).
• Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions.
• Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
• Develops long-term relationships with clients and underwriters.
• Assist clients with concerns and service issues as needed.
• Reach agreed-upon sales targets monthly. Qualifications • Interpersonal, communication, and presentation skills.
• Driven, motivated, and coachable.
• Be willing to help others.
• New York Life will pay and cover all expenses for training and the exam.
• Sales: 1 year (preferred).
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Uniondale, NY vacancy
$120k
...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 monetary...SuggestedWork at officeNew York Life - Uniondale
Uniondale, NY45 minutes ago- ...a positive impact. Ready to Build a Meaningful Career? * If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect. Apply anytime-there is no deadline, and we are always looking for exceptional talent. * Comprehensive...SuggestedLocal area
Lee Nolan & Koroghlian LLC
Garden City, NY2 days ago $70k - $80k
...Bank Of America Financial Advisor 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...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift- Bank of America is hiring for a role focused on providing tailored financial advice to clients to optimize their financial goals. Responsibilities include planning financial objectives, making strategic referrals, and managing client relationships effectively. Candidates...Suggested
$78.52k - $117.52k
...Compensation Work Location: East Meadow, New York, United States of America Hours: 40 Pay Range: $78,520 - $117,520 USD Job Overview The Financial Advisor (FA) role is a three‑year program with a forgivable draw for financial advisors or planners who will provide financial...SuggestedWork at officeLocal areaFlexible hours- ...Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Garden City, New York;Lynbrook, New York; Forest Hills, New York; Great Neck, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Garden City, NY2 days ago $28.85 - $33.65 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. Being...Hourly payTemporary workWork at officeShift workDay shift$75k
New York Life - Nassau County General Office in Uniondale, NY, is seeking an entry-level financial professional. Ideal candidates will possess strong listening skills and the ability to communicate effectively with clients. This flexible full-time position offers advancement...Full timeWork at officeFlexible hours$100k
Wizehire is looking for a driven financial service professional to join their team. This role offers a comprehensive three-year training program and the opportunity to work with experienced agents. The compensation is $100,000 at plan earnings, reflecting strong earning...$28.85 - $33.65 per hour
Bank of America seeks a financial advisor in the Town of Hempstead, New York, to provide comprehensive advice and customized solutions to clients. Responsibilities include planning financial goals, recommending banking strategies, and triaging client requests. Required...Hourly pay$120k
New York Life - Uniondale is expanding and looking for an entry-level financial advisor. Candidates should possess strong communication and analytical skills, enabling them to help clients achieve monetary goals through tailored financial plans. The role involves advising...$85k - $150k
A leading financial services firm in Uniondale is seeking an entry-level financial advisor to support clients in achieving their financial goals. Ideal candidates will possess excellent communication skills and a strong foundation in math and analytics. This role offers...$28.85 - $33.65 per hour
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds...Hourly payTemporary workMonday to FridayShift workDay 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...For contractorsWork at officeNorthwestern Mutual
Cedarhurst, NY12 hours ago$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 officeNorthwestern Mutual
Farmingdale, NY5 days ago- ...Financial Consultant Location: Garden City, NY 11530 The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist...Bank staffLocal areaNight shift
Flagstar Bank
Garden City, NY12 hours ago $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 hoursEdward Jones
Farmingdale, NY5 days ago$50k - $80k
...seeking a State Farm Agent Team Member. This full-time role focuses on establishing customer relationships, marketing insurance and financial services, and providing exceptional customer service. Ideal candidates are outgoing, detail-oriented, and possess strong...Full time- ...North Hempstead, NY, is seeking individuals for a role that focuses on building relationships with customers and providing tailored financial advice. Responsibilities include assisting customers with their financial needs, collaborating with various partners, and making...
$28.5 - $34 per hour
Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best‑In‑State Credit Unions by Forbes Magazine in 2022, Teachers has grown...Full timePart timeWork experience placementWork at officeLocal areaImmediate start$66.56k - $99.32k
...questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Temporary workTraineeshipWork experience placementWork at officeLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Garden City, NY2 days ago$120k
...Job Description Job Description 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...Work at office- ...Job Title SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and...Work at officeImmediate start
SimpleCiti
Garden City, NY2 days ago $97k - $127k
...would like to meet you. Location : Garden City, NY Overview: Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors will prepare wealth plans and financial updates including...Permanent employmentTemporary workWork at officeFlexible hoursCI Financial Careers
Garden City, NY13 hours ago- ...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 management...Full timeTemporary workTraineeshipWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours
- Citi in Merrick, New York, is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities. The role focuses on building client relationships to drive sales and enhance customer loyalty. Ideal candidates will possess a Bachelor's degree, experience...
Citi
Merrick, NY2 days ago - Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Uniondale, NY. Join a supportive team recognized by LinkedIn for fostering career growth. Enjoy a comprehensive benefits package, including health coverage, retirement plan...
Quality Talent Group
Uniondale, NY5 days ago - Quality Talent Group is hiring bankers for their Consumer, Small, and Business Banking division in Searingtown, NY. Candidates should have strong customer service skills and a commitment to inclusivity. The role involves building customer relationships, assisting with ...
Quality Talent Group
Albertson, NY5 days ago $19.5 - $23 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend workWebster Bank
Rockville Centre, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial planner Uniondale, NY
- financial planning associate Uniondale, NY
- financial advisor associate Uniondale, NY
- jde finance consultant Uniondale, NY
- finance associate Uniondale, NY
- estate planning consultant Uniondale, NY
- financial planning assistant Uniondale, NY
- financial counselor Uniondale, NY
- financial advisor Uniondale, NY
- financial associate Uniondale, NY