Financial Advisor/Stockbroker Trainee MORGAN WILSHIRE SECURITIES INCFinancial Advisor/Stockbroker TraineeGarden City, NY$30,000–$60,000 / yearFull timeFinancial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients.
Financial Advisor - M&T Bank LPL Financial Holdings IncFinancial Advisor - M&T BankParsippany, NJ$70–$73 / hourThis exciting position will allow you to grow your career and business, helping the people and families that look to M&T Bank for financial solutions. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
Senior Claims Examiner, Lawyers and Financial Advisors Professional Liability Markel Group IncSenior Claims Examiner, Lawyers and Financial Advisors Professional LiabilityNew York, NY$78,000–$134,090 / yearThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.
Senior Financial Advisor (Art Gallery) MasterworksSenior Financial Advisor (Art Gallery)New York, NY$300,000–$800,000 / yearAs a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.
Senior Financial Advisor CAPTRUSTSenior Financial AdvisorNew Hyde Park, New York$175,000–$225,000 / yearThis is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice, not product sales or asset gathering quotas, within a firm that invests deeply in its people and their long-term success. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.
Financial Advisor Workforce 1Financial AdvisorStaten Island, New YorkFull timePosition Overview: *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto"> The Financial Professional serves as a client-facing advisor who helps individuals and families plan for financial goals such as retirement, financial protection, and wealth accumulation. This role involves building and maintaining client relationships, assessing financial needs, recommending appropriate financial solutions, and developing a personal client base through networking and outreach.
VP/Financial Advisor Springfield Kearny BankVP/Financial Advisor SpringfieldCaldwell, NJ$45,000–$88,000 / yearMaintains comprehensive knowledge of investment planning and other bank products and services; maintains knowledge of full array of possible client needs and investment planning solutions to those needs; maintains highest level of sales, negotiation and closing skills; maintains general overall knowledge of investment industry, practices and trends, including maintaining in-depth knowledge of investment laws and regulations. Maintains network of outside and internal referral sources, including individuals and organizations likely to produce investment referrals such as attorneys, accountants, real estate brokers and other business professionals; ensures that strong business relationships are maintained with these referral sources and that they have current information on investment planning products and services.
Affluent Market Senior Financial Advisor M&T Bank CorpAffluent Market Senior Financial AdvisorParsippany, NJWe're seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market-partnering with a top-producing Senior Advisor while building your own book through a strong referral network. Experience Required: Combined minimum of 6 years' higher education and/or work experience, including a minimum of 4 years' investment or insurance sales experience.
NewFinancial Advisor Charter Oak FinancialFinancial AdvisorMelville, NY$55,000–$130,000 / yearWe deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.
Financial Advisor Manning & Napier, Inc.Financial AdvisorNew York, NY$75,000–$150,000 / yearDiscuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals.
Financial Advisor Center for Wealth PreservationFinancial AdvisorWoodbury, NY$75,000–$250,000 / yearCWP delivers white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. If you want authority without micromanagement, problems worth solving, and a fast-moving environment where results matter more than process—this is where you belong.
Financial Advisor - Stamford, Connecticut Lenox AdvisorsFinancial Advisor - Stamford, ConnecticutStamford, CT$60,000–$100,000 / yearWith a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
NewFinancial Advisor - New York Lenox AdvisorsFinancial Advisor - New YorkNew York, NY$60,000–$100,000 / yearWith a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
Senior Financial Advisor Wilmington TrustSenior Financial AdvisorCos Cob, ConnecticutBachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementRidgewood, NJ$63,000–$105,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor Associate- Ramsey, NJ The Toronto-Dominion BankFinancial Advisor Associate- Ramsey, NJRamsey, NJ$66,560–$99,320 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Affluent Market Financial Advisor Wilmington TrustAffluent Market Financial AdvisorParsippany, New JerseyWe’re seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity.
Wealth Management Associate - Retirement Benefits Group - NY, New York (5259) Equitable Financial Life Insurance CompanyWealth Management Associate - Retirement Benefits Group - NY, New York (5259)New York, NY$250–$1,000420406'',''true'',''420406'',''false'',''Submission for the position: Wealth Management Associate - Retirement Benefits Group - NY, New York (5259) - (Job Number: 260000F4)'',''false'',''420406'',''false'',''true'',''Wealth Management Associate - Retirement Benefits Group - NY, New York (5259)'',''260000F4'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'',''Full-time'',''Full-time'',''!*! '',''false'',''420406'',''420406'',''true'',''420406'',''false'',''Submission for the position: Wealth Management Associate - Retirement Benefits Group - NY, New York (5259) - (Job Number: 260000F4)'',''false'',''420406'',''false'',''true''.
Wealth Management Advisor (Stamford, CT) TIAAWealth Management Advisor (Stamford, CT)Stamford, ConnecticutBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor (Melville, NY) TIAAWealth Management Advisor (Melville, NY)Melville, New YorkBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).