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.
NewFinancial Advisor Lee, Nolan & Koroghlian, LLCFinancial AdvisorGarden City, NY$50,000–$100,000 / yearThrough volunteer programs, resource groups, and a supportive work environment, we empower our professionals to grow while making a positive impact. · If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect.
2027 Summer Internship - Financial Advisor - New Jersey UBS Group AG2027 Summer Internship - Financial Advisor - New Jerseyweehawken, NJshadow experienced financial advisors across various UBS Wealth Advice Center teams, participate in real world projects and get first-hand experience strategizing on key business initiatives. Additionally, UBS will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship including optional practical training (OPT) or curricular practical training (CPT).
NewFinancial 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 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.
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 Solutions Advisor - S. Brooklyn /Staten Island Market Bank of America CorpFinancial Solutions Advisor - S. Brooklyn /Staten Island MarketBrooklyn, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor - Brooklyn North Market Bank of America CorpFinancial Solutions Advisor - Brooklyn North MarketBrooklyn, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin) Bank of America CorpFinancial Solutions Advisor - Greater Queens NY Market (Bilingual Required Mandarin)Flushing, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor - Westchester / Bronx Market Bank of America CorpFinancial Solutions Advisor - Westchester / Bronx MarketBronx, NY$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Westchester / Bronx Market Bronx, New York; White Plains, New York; Bronxville, New York; New Rochelle, New York; Yonkers, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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 - Greater Queens NY Market Bank of America CorpFinancial Solutions Advisor - Greater Queens NY MarketFlushing, NY$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Greater Queens NY Market Flushing, New York; Jamaica, New York; Forest Hills, New York; Flushing, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
NewFinancial Solutions Advisor - Flatiron Bank of America CorpFinancial Solutions Advisor - FlatironNew York, 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. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
NewFinancial Solutions Advisor - Montvale Bank of America CorpFinancial Solutions Advisor - MontvaleMontvale, NJ$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.
NewAssociate Financial Advisor Wisepath GroupAssociate Financial AdvisorLake Hiawatha, NJ$60,000–$120,000 / 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. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.
NewFinancial Advisor (Multiple Levels)-Bergenfield, NJ TD BankFinancial Advisor (Multiple Levels)-Bergenfield, NJBergenfield, New Jersey$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor- Astoria, NY TD BankFinancial Advisor- Astoria, NYAstoria, New York$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor (Multiple Levels)- Ramsey, NJ TD BankFinancial Advisor (Multiple Levels)- Ramsey, NJRamsey, New Jersey$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Advisor (Multiple Levels)- Union City, NJ TD BankFinancial Advisor (Multiple Levels)- Union City, NJUnion City, New Jersey$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
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 - Bergen East Market Bank of America CorpFinancial Solutions Advisor - Bergen East MarketFort Lee, NJ$65,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").