VP, Financial Advisor Wealth Enhancement Group AcquisitionVP, Financial AdvisorSummit, NJOSHA 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. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorParsippany, NJFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
LPL Financial Advisor Bethpage Federal Credit UnionLPL Financial AdvisorBethpage, NYUnderstanding the members' objectives, goals, time horizon and risk tolerance, prepare and deliver comprehensive financial plans, provide pre/post-retirement planning and wealth transfer strategies, that include; executing on the plan, rebalancing, selling, purchasing and establishing investments, transferring assets, portfolio reviews, analysis and assessments. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the divisions reputation and safeguarding FourLeaf, its members and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorWhite Plains, New YorkBhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice.
Financial Advisor- Wealth Management Center for Wealth PreservationFinancial Advisor- Wealth ManagementWoodbury, NY$75,000–$250,000 / yearThe Junior Financial Advisor will be an integral member of an advisor team, supporting the investment and wealth management needs of clients while gaining hands-on experience in portfolio analysis, client relationships, financial planning, and practice development. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial planning, and client advisory services while working alongside experienced advisors and investment professionals.
Financial Advisor - Flagstar Bank LPL Financial ServicesFinancial Advisor - Flagstar BankLong Island, NY$60,000–$200,000 / yearThis employment opportunity at Flagstar Bank in Long Island, NY would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Flagstar Bank for financial solutions.
Financial Advisor - Fourleaf Federal Credit Union LPL Financial ServicesFinancial Advisor - Fourleaf Federal Credit UnionWestbury, NY$50,000–$70,000 / yearThis employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Fourleaf Federal Credit Union for financial solutions.
Financial Advisor Forest Hills Financial GroupFinancial AdvisorNew York, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Financial Advisor Trainee Ameriprise FinancialFinancial Advisor TraineeGreenwich, CTAs your knowledge and experience grow, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families.
NewFinancial Advisor Assistant Financial Services FirmFinancial Advisor AssistantLynbrook, NYIndustry Experience: Minimum 2+ years of direct administrative experience within a financial advisory, wealth management, or financial planning firm ( Required ). Primary Client Liaison: Handle incoming service calls with professionalism, empathy, and clarity regarding financial planning, investment accounts, and insurance products.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementFranklin Park, New JerseyIn 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 - Flagstar Bank LPL FinancialFinancial Advisor - Flagstar BankLong Island, New York$60,000–$200,000 / yearThis employment opportunity at Flagstar Bank in Long Island, NY would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Flagstar Bank for financial solutions.
Financial Advisor - Fourleaf Federal Credit Union LPL FinancialFinancial Advisor - Fourleaf Federal Credit UnionWestbury, New York$50,000–$70,000 / yearThis employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Fourleaf Federal Credit Union for financial solutions.
Financial Advisor Barnum Financial Group Tri StateFinancial AdvisorWoodbridge Township, NJYour day-to-day tasks will include financial planning, retirement planning, risk management, tax minimization strategies, estate conservation, special care and elder care planning, career-specific planning, and philanthropic planning. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions.
Financial Advisor Wisepath GroupFinancial AdvisorShort Hills, NJ$100,000–$250,000 / yearWe have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.
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.
NewAssociate Financial Advisor Alliance Global PartnersAssociate Financial AdvisorStamford, CTOngoing monitoring and management of the client’s wealth management plan; Scheduling, coordinating, and actively participating in client meetings; Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and. As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office.
NewFinancial Advisor Fulton BankFinancial AdvisorParsippany, New JerseyEducates Fulton Financial Corporation Fulton Financial Corporation employees regarding investment and insurance products and services so the branch and other employees can deliver qualified referrals. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
Financial Advisor Associate- Ramsey, NJ TD BankFinancial Advisor Associate- Ramsey, NJRamsey, New JerseyMeets 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.
Senior Financial Advisor MassMutual - NJ/NYCSenior Financial AdvisorWarren, NJ$75,000–$300,000 / yearOur team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.