NewCorporate Vice President, Advanced Planning Consultant New York Life Insurance CompanyCorporate Vice President, Advanced Planning ConsultantNew York, NY$140,000–$200,000 / yearThis role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.
NewPortfolio Manager III Bank Of America Merrill LynchPortfolio Manager IIIMelville, NYKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Certified Financial Planner - Tax Specialist LearnLux IncCertified Financial Planner - Tax SpecialistNYRemote$90,000–$130,000 / yearAbout 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.
Certified Financial Planner LearnLux IncCertified Financial PlannerNYRemote$80,000–$110,000 / yearYou''ll bring deep equity compensation expertise to help members make sense of complex, high-stakes decisions, while also serving the full range of people we support, from those just starting to build savings to high net worth clients navigating significant wealth. 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.
Entry Level - Financial Planner - NY, New York (5257) Equitable Financial Life Insurance CompanyEntry Level - Financial Planner - NY, New York (5257)New York, NY$250–$1,000419164'',''true'',''419164'',''false'',''Submission for the position: Entry Level - Financial Planner - NY, New York (5257) - (Job Number: 260000CT)'',''false'',''419164'',''false'',''true'',''Entry Level - Financial Planner - NY, New York (5257)'',''260000CT'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'',''Full-time'',''Full-time'',''!*! '',''false'',''419164'',''419164'',''true'',''419164'',''false'',''Submission for the position: Entry Level - Financial Planner - NY, New York (5257) - (Job Number: 260000CT)'',''false'',''419164'',''false'',''true''.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - New YorkNew York, NY$80,000–$160,000 / yearThe GS PFO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Financial Planner IdbnyFinancial PlannerNew York City, New York$140,000–$160,000 / yearThis 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. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Financial Solutions Advisor - Syosset Financial Center Bank of America CorpFinancial Solutions Advisor - Syosset Financial CenterSyosset, NY$70,000–$80,000 / yearKey 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.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerNew York, NYFull timeThe 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.
Financial Advisor Ritholtz Wealth ManagementFinancial AdvisorNY$250,000–$800,000 / yearWe're continuously working to increase the value and sophistication of how we serve clients, and a core part of our next chapter includes opening locations around the country to better engage the growing community of investors consuming RWM content. We are seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and estate planning needs.
Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - NJ, Secaucus (3857)Secaucus, NJ$250–$1,000Skills & 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. ''311033'',''true'',''311033'',''false'',''Submission for the position: Entry Level - Financial Advisor - NJ, Secaucus (3857) - (Job Number: 190009DK)'',''false'',''311033'',''false'',''true'',''Entry Level - Financial Advisor - NJ, Secaucus (3857)'',''190009DK'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!
Financial Advisor Northwestern MutualFinancial AdvisorNew York, New York$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Professional - NY, New York (5256) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5256)New York, NY$250–$1,000419104'',''true'',''419104'',''false'',''Submission for the position: Financial Professional - NY, New York (5256) - (Job Number: 260000CO)'',''false'',''419104'',''false'',''true'',''Financial Professional - NY, New York (5256)'',''260000CO'',''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.
Financial Professional - NY, New York (5249) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5249)New York, NY$250–$1,000418463'',''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.
Financial Professional - Retirement Benefits Group - NJ, Edison (5252) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - NJ, Edison (5252)Edison, NJ$250–$1,000418683'',''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.
Financial Professional - NJ, Secaucus (5247) Equitable Financial Life Insurance CompanyFinancial Professional - NJ, Secaucus (5247)Secaucus, NJ$250–$1,000Skills & 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. ''417276'',''true'',''417276'',''false'',''Submission for the position: Financial Professional - NJ, Secaucus (5247) - (Job Number: 2600008P)'',''false'',''417276'',''false'',''true'',''Financial Professional - NJ, Secaucus (5247)'',''2600008P'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!
Financial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261)Morristown, NJ$250–$1,000420628'',''true'',''420628'',''false'',''Submission for the position: Financial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261) - (Job Number: 260000FQ)'',''false'',''420628'',''false'',''true'',''Financial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261)'',''260000FQ'',''UNITED STATES-NJ-Woodbridge'',''UNITED STATES-NJ-Woodbridge'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420628'',''420628'',''true'',''420628'',''false'',''Submission for the position: Financial Services Professional - NJ; Woodbridge, Secaucus, Toms River, Morristown (5261) - (Job Number: 260000FQ)'',''false'',''420628'',''false'',''true''.
Financial Services Professional - CT, Stamford (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - CT, Stamford (5261)Stamford, CT$250–$1,000420626'',''true'',''420626'',''false'',''Submission for the position: Financial Services Professional - CT, Stamford (5261) - (Job Number: 260000FL)'',''false'',''420626'',''false'',''true'',''Financial Services Professional - CT, Stamford (5261)'',''260000FL'',''UNITED STATES-CT-Stamford'',''UNITED STATES-CT-Stamford'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420626'',''420626'',''true'',''420626'',''false'',''Submission for the position: Financial Services Professional - CT, Stamford (5261) - (Job Number: 260000FL)'',''false'',''420626'',''false'',''true''.
Financial Services Professional - NY, New York (5261) Equitable Financial Life Insurance CompanyFinancial Services Professional - NY, New York (5261)New York, NY$250–$1,000420606'',''true'',''420606'',''false'',''Submission for the position: Financial Services Professional - NY, New York (5261) - (Job Number: 260000FK)'',''false'',''420606'',''false'',''true'',''Financial Services Professional - NY, New York (5261)'',''260000FK'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! '',''false'',''420606'',''420606'',''true'',''420606'',''false'',''Submission for the position: Financial Services Professional - NY, New York (5261) - (Job Number: 260000FK)'',''false'',''420606'',''false'',''true''.
Financial Advisor AmeripriseFinancial AdvisorNew York City, New York$55,250–$66,300 / yearAbility 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). You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.