252 Results for

Certified Financial Planner Jobs in Bowling Green, NY

Jobs

New York City, NY

$150,000–$200,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

4 days ago

New York, NY

$150,000–$200,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

4 days ago

New York, NY

$160,000–$200,000

li style="margin:0in 0in 0in 0.5in">Design individualized tax strategies across retirement planning, charitable giving, education funding, equity compensation, AMT exposure, real?estate investments, multistate issues, international considerations, and estate?related topics.

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

4 days ago

New York, NY

$120,000–$140,000 / year

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

6 days ago

Uniondale, NY

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

13 days ago

$115,000–$135,000 / year

p>RESPONSIBILITIES: Resident Financial Planners are intimately involved in all the following capacities:

Financial education and guidance (in both English & Spanish) - facilitate workshops, webcasts, 1 on 1s, and phone-based financial coaching using a proprietary methodology designed to help individuals change their financial habits and behaviors.
SUMMARY: At Financial Finesse, the pioneering and leading provider of unbiased workplace financial wellness programs in the country, we are passionate about our business mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to implement and expand our impact.

30+ days ago

Remote

$90,000–$130,000 / year

p>About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work.

30+ days ago

White Plains, New York

To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

For California Applicants: Information on your California privacy rights can be foundhere.

17 days ago

Remote

$100,000–$115,000 / year

li>Expertise in all major financial planning topics: budgeting, saving, and paying down debt; risk management, insurance, and employee benefits; investments; tax planning; retirement savings and income planning; estate planning.

We're hiring a Financial Planner to join our team of CFP professionals, working directly with Northstar members (employees of our employer clients) to provide client-first financial guidance via text-based chat and video calls.

30+ days ago

New York, NY

$63,251.25–$121,200 / year

Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.

30+ days ago

Remote

$115,000–$130,000 / year

p>WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

16 days ago

New York City, New York

div>

Kindly review our Privacy Notice and GLBA Consumer Privacy Notice.. This individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients.

6 days ago

New York, NY

Full time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

30+ days ago

Secaucus, NJ

$250–$1,000

Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

30+ days ago

Stamford, CT
$36.06–$40.87 / hour
Responsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
24 days ago

New York, New York
$61,000–$250,000 / year
ul style="margin-bottom:0;margin-top:0">
Performance-based earnings and revenue¹:
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities:
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
20 days ago

Florham Park, NJ
$36.06–$40.87 / hour
Job expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
23 days ago

Garden City, NY
$28.85–$33.65 / hour
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
24 days ago

NY
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e.
• Build relationships to create new clients via face-to-face and virtual sourcing strategies, e.g., residential business networking introductions and referrals, social media, and speaking engagements.
30+ days ago

Secaucus, NJ
$250–$1,000

Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

30+ days ago

NY
$250–$1,000
418463'',''true'',''418463'',''false'',''Submission for the position: Financial Professional - NY, New York (5249) - (Job Number: 260000BL)'',''false'',''418463'',''false'',''true'',''Financial Professional - NY, New York (5249)'',''260000BL'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
24 days ago

Edison, NJ
$250–$1,000
p>''418683'',''true'',''418683'',''false'',''Submission for the position: Financial Professional - Retirement Benefits Group - NJ, Edison (5252) - (Job Number: 260000BX)'',''false'',''418683'',''false'',''true'',''Financial Professional - Retirement Benefits Group - NJ, Edison (5252)'',''260000BX'',''UNITED STATES-NJ-Woodbridge'',''UNITED STATES-NJ-Woodbridge'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*!
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
17 days ago

NY
$55,250–$66,300 / year
Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications• Four-year college degree, or equivalent• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.•
30+ days ago

NY
$110,000–$185,000 / year
Deliver advanced technical guidance in areas such as: • Tax-efficient portfolio strategies • Retirement income distribution planning • Executive compensation and equity planning • Charitable and philanthropic strategies • Risk management and insurance planning • Wealth transfer, trust, and estate planning • Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications • Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources • Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through • Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network • Stay current on tax laws, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery.
Impactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning models High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships Tech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks Firmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management - driving long-term firm growth.
30+ days ago

NY
p>• Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include:
• Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.
30+ days ago

NY
$250–$1,000
Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.\n \nWe are always seeking to attract top talent and expand our community of Financial Professionals.
30+ days ago

Greenwich, Connecticut
div>
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
30+ days ago

Greenwich, CT
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Please review the following job description:
Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.
30+ days ago

New York, NY
$36.06–$40.87 / hour
Responsibilities:Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategiesUnderstands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutionsShadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growthLeverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracyParticipates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisorBuilds relationships with internal service providers based on client needs and asset thresholdsManages risk proactively in every aspect of business, product, and service transaction leveraging available toolsThe Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
17 days ago

Livingston, NJ
$70,000–$80,000 / year
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
16 days ago

Little Silver, NJ
$100,000–$150,000 / year
p>Requires a 4-year degree; business, finance, economics preferred Advanced designation required (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 4+ years of experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess excellent analytical, organizational, and communication skills (both oral & written) Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community.
Our Little Silver office in New Jersey is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.
30+ days ago

South Plainfield, New Jersey
p style="text-align:inherit"/>
US - NJ - Berkeley Heights - 145 Snyder Ave - BERKELEY HEIGHTS BC (NJ6253), US - NJ - Clark - 1050 Raritan Rd - CLARK BC (NJ6252), US - NJ - Iselin - 655 US HIGHWAY 1 - WOODBRIDGE BC (NJ7191), US - NJ - Linden - 601 N WOOD AVE - WOOD AVENUE BC (NJ6245), US - NJ - Rahway - 1034 SAINT GEORGES AVE - RAHWAY BC (NJ6247), US - NJ - South Plainfield - 900 Oak Tree Ave - SOUTH PLAINFIELD BC (NJ7299). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
30+ days ago

Elmhurst, New York
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
30+ days ago

Brooklyn, New York
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
US - NY - Brooklyn - 6601 18TH AVE - MAPLETON BANKING CENTER (NY5351), US - NY - Staten Island - 2820 Hylan Blvd - TYSENS LANE BANKING CENTER (NY5346).
30+ days ago

East Brunswick, New Jersey
p style="text-align:inherit"/>
US - NJ - East Brunswick - 639 ROUTE 18 - EAST BRUNSWICK BC (NJ7207), US - NJ - Somerset - 1848 Easton Ave - Worlds Fair Drive (NJ7244), US - NJ - Somerville - 10 W HIGH ST - SOMERVILLE BC (NJ7256). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
30+ days ago

Paramus, New Jersey
p style="text-align:inherit"/>
US - CT - Greenwich - 55 Railroad Ave - Plaza 55 (CT1010), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Florham Park - 500 Campus Dr - Morristown (NJ6520), US - NJ - Paramus - 115 W CENTURY RD - COUNTRY CLUB PLAZA (NJ2652), US - NY - Albany - 69 STATE ST (NY6100), US - NY - Buffalo - 10 FOUNTAIN PLZ (NY7101), US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - NY - Rochester - 75 S CLINTON AVE (NY7508), US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
30+ days ago

New Rochelle, New York
p style="text-align:inherit"/>
US - NY - Bronx - 3508 Johnson Ave - RIVERDALE BC (NY5322), US - NY - Bronxville - 151 Parkway Rd (NY5400), US - NY - New Rochelle - 810 Main St - New Rochelle Main (NY5397), US - NY - White Plains - 206 Main St - WHITE PLAINS BC (NY5332), US - NY - Yonkers - 851 KIMBALL AVE - CROSS COUNTY CENTER BC (NY5364). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
30+ days ago

Forest Hills, New York
p style="text-align:inherit"/>
US - NY - Flushing - 14476 Northern Blvd (NY5402), US - NY - Flushing - 3912 Main St - FLUSHING MAIN ST BC (NY5179), US - NY - Forest Hills - 10726 Continental Ave (NY5168), US - NY - Jamaica - 9116 168TH ST - JAMAICA BC (NY5105), US - NY - Long Island City - 2410 Jackson Ave - LONG ISLAND CITY-JACKSON AVE BC (NY5359). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
30+ days ago

Jersey City, New Jersey
p style="text-align:inherit"/>
US - NJ - Englewood - 21 Park Pl - PALISADES/ENGLEWOOD BC (NJ6136), US - NJ - Fort Lee - 154 Main St - Fort Lee Main (NJ6180), US - NJ - Jersey City - 125 Town Square Pl - NEWPORT CENTER BC (NJ6193). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
30+ days ago

Scotch Plains, New Jersey
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
30+ days ago

Parsippany, NJ
li>If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank channels by meeting with high net worth clients.
Deliver a diversified set of brokerage, investment and insurance and advice-based solutions to meet the individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning, Carriers, Wholesalers in Insurance and Managed Accounts.
30+ days ago

Brooklyn, NY
Remote
$80,000–$120,000
p>We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. YourStake, the leading software company in the values-aligned wealthtech space, has acquired Formative to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.
30+ days ago

NY
$70,000–$80,000 / year
p>Back to search results Financial Solutions Advisor - Manhattan South Market New York, New York; New York, New York; New York, New York; New York, New York; New York, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
30+ days ago

Morristown, NJ
$70,000–$80,000 / year
On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
30+ days ago

Red Bank, NJ
$70,000–$80,000 / year
p>• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
• Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
30+ days ago

NY
$65,000–$80,000 / year
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
30+ days ago

New York, NY
Full time
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
30+ days ago

Farmingdale, NY
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.
Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
30+ days ago

NJ
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.
Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
17 days ago

Morristown, NJ
Full time
li style="margin-bottom:11px">People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services. Top Accountabilities
Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs.
30+ days ago

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