NewTax Planner Vaco LLCTax PlannerNew York City, NY$150,000–$200,000p> 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.
NewSr. Tax Planner Vaco LLCSr. Tax PlannerNew York, NY$150,000–$200,000p> 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.
NewSenior Tax Planner Vaco LLCSenior Tax PlannerNew York, NY$160,000–$200,000li 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.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'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.
Financial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYDetermine 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.
Certified Financial Planner - Bilingual Financial Finesse IncCertified Financial Planner - BilingualNY$115,000–$135,000 / yearp>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.
Certified Financial Planner - Tax Specialist LearnLux IncCertified Financial Planner - Tax SpecialistNYRemote$90,000–$130,000 / yearp>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.
Senior Financial Planner Focus Financial PartnersSenior Financial PlannerWhite Plains, New YorkTo 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.
Financial Planner US Nayya Health, IncFinancial Planner USNYRemote$100,000–$115,000 / yearli>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.
Financial Planner Flagstar Bank NAFinancial PlannerNew York, NY$63,251.25–$121,200 / yearFamily 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.
Sr Financial Planner Wealth Enhancement Group LLCSr Financial PlannerRemote$115,000–$130,000 / yearp>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.
NewFinancial Planner IdbnyFinancial PlannerNew York City, New Yorkdiv>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.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.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. 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.Merrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut MarketStamford, CT$36.06–$40.87 / hourResponsibilities: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.Financial Advisor Northwestern MutualFinancial AdvisorJersey City, New Jersey$61,000–$250,000 / yearul 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.Financial Solutions Advisor - New Canaan Financial Center Bank of America CorpFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, CT$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.Financial Solutions Advisor Registration Candidate - Gallery at Westbury Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Gallery at Westbury Financial CenterGarden City, NY$28.85–$33.65 / hourKey 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.Experienced Financial Advisor -- New York, NY Edward D Jones & Co LPExperienced Financial Advisor -- New York, NYNYEdward 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.Financial Professional - NY, Melville (5251) Equitable Financial Life Insurance CompanyFinancial Professional - NY, Melville (5251)Melville, NY$250–$1,000p>''418503'',''true'',''418503'',''false'',''Submission for the position: Financial Professional - NY, Melville (5251) - (Job Number: 260000BP)'',''false'',''418503'',''false'',''true'',''Financial Professional - NY, Melville (5251)'',''260000BP'',''UNITED STATES-NY-Melville'',''UNITED STATES-NY-Melville'','''','''',''Equitable Advisors'',''Equitable Advisors'',''Full-time'',''Full-time'',''!*! 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. 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.Financial Professional - NY, New York (5249) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5249)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 Advisor Ameriprise Financial IncFinancial AdvisorNY$55,250–$66,300 / yearProven 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.•Vice President, Financial Planning Director - Northeast Region Morgan StanleyVice President, Financial Planning Director - Northeast RegionNY$110,000–$185,000 / yearDeliver 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.Financial Solutions Advisor - Williston Park Financial Center Bank of America CorpFinancial Solutions Advisor - Williston Park Financial CenterNYp>• 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.Financial Professional - NY, New York (5240) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5240)NY$250–$1,000Our 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.Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, Connecticutdiv>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.Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral 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.Merrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan MarketNew York, NY$36.06–$40.87 / hourResponsibilities: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.Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorDeer Park, NY$100,000–$150,000 / yearp>Our Long Island office in New York 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 clients expectations. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.Financial Solutions Advisor - Greater Queens NY Market Bank of AmericaFinancial Solutions Advisor - Greater Queens NY MarketForest Hills, New Yorkp 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.Financial Solutions Advisor - Bergen East Market Bank of AmericaFinancial Solutions Advisor - Bergen East MarketJersey City, New Jerseyp 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.Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Elmhurst South, ILElmhurst, New YorkKey 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.Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeForest Hills, New YorkKey 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 three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).Financial Solutions Advisor - Westchester / Bronx Market Bank of AmericaFinancial Solutions Advisor - Westchester / Bronx MarketNew Rochelle, New Yorkp 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.Financial Solutions Advisor - S Brooklyn/Staten Island Market Bank of AmericaFinancial Solutions Advisor - S Brooklyn/Staten Island MarketBrooklyn, New YorkKey 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).NewFinancial Solutions Advisor - Southern CT. Market Bank of AmericaFinancial Solutions Advisor - Southern CT. MarketWestport, Connecticutp style="text-align:inherit"/>US - CT - Cheshire - 185 Highland Ave (CT2356), US - CT - Fairfield - 2150 Black Rock Tpke - Black Rock Turnpike (CT2201), US - CT - New Canaan - 94 Elm St (CT2252), US - CT - Norwalk - 578 Westport Ave - Westport Ave (CT2258), US - CT - Southbury - 108 MAIN ST N (CT9108), US - CT - Westport - 126 Post Rd E - Westport Center (CT2190). 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.Financial Solutions Advisor - Western Long Island Market Bank of America CorpFinancial Solutions Advisor - Western Long Island MarketNY$65,000–$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. 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.").Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required) Bank of America CorpFinancial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)Huntington, 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. 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.").Financial Solutions Advisor - Ocean Market Bank of America CorpFinancial Solutions Advisor - Ocean MarketRed Bank, NJ$70,000–$80,000 / yearp>• 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.Financial Solutions Advisor - Manhattan South Market Bank of America CorpFinancial Solutions Advisor - Manhattan South MarketNY$70,000–$80,000 / yearp>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.Senior Financial Planning Specialist (CFP Required) YourStakeSenior Financial Planning Specialist (CFP Required)Brooklyn, NYRemote$80,000–$120,000p>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.J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District)New York, NYFull timeUsing 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.Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY Magellan Health IncPersonal Financial Counselor, PFC-Army National Guard-Farmingdale, NYFarmingdale, NYServices 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.Personal Financial Counselor, Assignment Ready Counselor - New Jersey Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - New JerseyNJServices 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.NewExperienced Financial Advisor Fifth Avenue FinancialExperienced Financial AdvisorNew York, NY$38,000–$150,000 / yearli>Monitor markets, research financial products, and stay updated with new developments in the financial sector. If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.Financial Advisor Lee, Nolan & Koroghlian, LLCFinancial AdvisorGarden City, NY$50,000–$100,000 / yearp style="margin-right:0in;margin-left:60pt">· Ability to obtain Life & Health, SIE, Series 7, Series 66 (sponsorship provided). · If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect.Associate Manager, Financial Planning MissionSquare RetirementAssociate Manager, Financial PlanningNY$84,880–$127,330 / yearWe focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.Financial Planning, Senior Director Oppenheimer & Co. Inc.Financial Planning, Senior DirectorNew York, NY$130,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities.NewOperations Planner Victoria's Secret & CoOperations PlannerNew York, NYli>Informs cross-functional partners of excess inventory in Semi Annual Sales and Clearance buys; assist with component run-outs to reduce inventory liability. Manage detailed Bill of Material (BOM accuracy (waste factors and usage; work closely with Inventory Control during Book to Book to identify and resolve BOM issues.12345Resume ResourcesFree Resume TemplatesFree Resume BuilderSimilar Job SearchesAdjuster JobsEconomist JobsFinancial Consultant JobsRegistered Investment Advisor JobsWealth Manager Jobs
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.
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. 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.
Merrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut MarketStamford, CT$36.06–$40.87 / hourResponsibilities: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.
Financial Advisor Northwestern MutualFinancial AdvisorJersey City, New Jersey$61,000–$250,000 / yearul 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.
Financial Solutions Advisor - New Canaan Financial Center Bank of America CorpFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, CT$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.
Financial Solutions Advisor Registration Candidate - Gallery at Westbury Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Gallery at Westbury Financial CenterGarden City, NY$28.85–$33.65 / hourKey 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.
Experienced Financial Advisor -- New York, NY Edward D Jones & Co LPExperienced Financial Advisor -- New York, NYNYEdward 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.
Financial Professional - NY, Melville (5251) Equitable Financial Life Insurance CompanyFinancial Professional - NY, Melville (5251)Melville, NY$250–$1,000p>''418503'',''true'',''418503'',''false'',''Submission for the position: Financial Professional - NY, Melville (5251) - (Job Number: 260000BP)'',''false'',''418503'',''false'',''true'',''Financial Professional - NY, Melville (5251)'',''260000BP'',''UNITED STATES-NY-Melville'',''UNITED STATES-NY-Melville'','''','''',''Equitable Advisors'',''Equitable Advisors'',''Full-time'',''Full-time'',''!*! 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. 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.
Financial Professional - NY, New York (5249) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5249)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 Advisor Ameriprise Financial IncFinancial AdvisorNY$55,250–$66,300 / yearProven 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.•
Vice President, Financial Planning Director - Northeast Region Morgan StanleyVice President, Financial Planning Director - Northeast RegionNY$110,000–$185,000 / yearDeliver 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.
Financial Solutions Advisor - Williston Park Financial Center Bank of America CorpFinancial Solutions Advisor - Williston Park Financial CenterNYp>• 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.
Financial Professional - NY, New York (5240) Equitable Financial Life Insurance CompanyFinancial Professional - NY, New York (5240)NY$250–$1,000Our 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.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, Connecticutdiv>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.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral 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.
Merrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan MarketNew York, NY$36.06–$40.87 / hourResponsibilities: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.
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorDeer Park, NY$100,000–$150,000 / yearp>Our Long Island office in New York 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 clients expectations. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Financial Solutions Advisor - Greater Queens NY Market Bank of AmericaFinancial Solutions Advisor - Greater Queens NY MarketForest Hills, New Yorkp 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.
Financial Solutions Advisor - Bergen East Market Bank of AmericaFinancial Solutions Advisor - Bergen East MarketJersey City, New Jerseyp 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.
Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Elmhurst South, ILElmhurst, New YorkKey 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.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeForest Hills, New YorkKey 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 three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor - Westchester / Bronx Market Bank of AmericaFinancial Solutions Advisor - Westchester / Bronx MarketNew Rochelle, New Yorkp 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.
Financial Solutions Advisor - S Brooklyn/Staten Island Market Bank of AmericaFinancial Solutions Advisor - S Brooklyn/Staten Island MarketBrooklyn, New YorkKey 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).
NewFinancial Solutions Advisor - Southern CT. Market Bank of AmericaFinancial Solutions Advisor - Southern CT. MarketWestport, Connecticutp style="text-align:inherit"/>US - CT - Cheshire - 185 Highland Ave (CT2356), US - CT - Fairfield - 2150 Black Rock Tpke - Black Rock Turnpike (CT2201), US - CT - New Canaan - 94 Elm St (CT2252), US - CT - Norwalk - 578 Westport Ave - Westport Ave (CT2258), US - CT - Southbury - 108 MAIN ST N (CT9108), US - CT - Westport - 126 Post Rd E - Westport Center (CT2190). 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.
Financial Solutions Advisor - Western Long Island Market Bank of America CorpFinancial Solutions Advisor - Western Long Island MarketNY$65,000–$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. 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.").
Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required) Bank of America CorpFinancial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)Huntington, 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. 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.").
Financial Solutions Advisor - Ocean Market Bank of America CorpFinancial Solutions Advisor - Ocean MarketRed Bank, NJ$70,000–$80,000 / yearp>• 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.
Financial Solutions Advisor - Manhattan South Market Bank of America CorpFinancial Solutions Advisor - Manhattan South MarketNY$70,000–$80,000 / yearp>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.
Senior Financial Planning Specialist (CFP Required) YourStakeSenior Financial Planning Specialist (CFP Required)Brooklyn, NYRemote$80,000–$120,000p>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.
J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District)New York, NYFull timeUsing 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.
Personal Financial Counselor, PFC-Army National Guard-Farmingdale, NY Magellan Health IncPersonal Financial Counselor, PFC-Army National Guard-Farmingdale, NYFarmingdale, NYServices 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.
Personal Financial Counselor, Assignment Ready Counselor - New Jersey Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - New JerseyNJServices 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.
NewExperienced Financial Advisor Fifth Avenue FinancialExperienced Financial AdvisorNew York, NY$38,000–$150,000 / yearli>Monitor markets, research financial products, and stay updated with new developments in the financial sector. If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.
Financial Advisor Lee, Nolan & Koroghlian, LLCFinancial AdvisorGarden City, NY$50,000–$100,000 / yearp style="margin-right:0in;margin-left:60pt">· Ability to obtain Life & Health, SIE, Series 7, Series 66 (sponsorship provided). · If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect.
Associate Manager, Financial Planning MissionSquare RetirementAssociate Manager, Financial PlanningNY$84,880–$127,330 / yearWe focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
Financial Planning, Senior Director Oppenheimer & Co. Inc.Financial Planning, Senior DirectorNew York, NY$130,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities.
NewOperations Planner Victoria's Secret & CoOperations PlannerNew York, NYli>Informs cross-functional partners of excess inventory in Semi Annual Sales and Clearance buys; assist with component run-outs to reduce inventory liability. Manage detailed Bill of Material (BOM accuracy (waste factors and usage; work closely with Inventory Control during Book to Book to identify and resolve BOM issues.