319 Results for

Financial Advisor Jobs in Cooper, NY

Jobs

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

Uniondale, NY11 days ago

Determine 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.

New!

Morris Plains, NJ1 day ago

The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).

New!

New York, NY6 days ago

$165,000–$175,000

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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Newark, NJ4 days ago

$60,000–$90,000 Per Year

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.

New!

New York, NY3 days ago

$225,000–$425,000 Per Year

The ideal candidate will have experience in leveraged finance, restructuring, or a combination of both, and will play a key role advising private equity sponsors, lenders, and corporate clients on a broad range of financing and distressed transactions. 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.

Livingston, NJ10 days ago

This position will form a collaborative partnership with local and corporate administration, medical staff, case management, and other key stakeholders to advance a comprehensive Clinical Resource Management Program, encompassing utilization management, progression of care, social work services, and complex discharge planning. The System Physician Advisor Director serves as a key clinical leader who ensures efficient and appropriate use of healthcare resources while promoting quality patient outcomes, regulatory compliance, and fiscal responsibility across the system.

New!

Greenwich, CT3 days ago

$150,000–$200,000 Per Year

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. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.

New!

Melville, NY2 days ago

$60,000–$100,000 Per Year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

New!

Stamford, CT3 days ago

$200,000–$300,000 Per Year

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. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.

Uniondale, NY10 days ago

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New!

New York, New YorkToday

$155,000–$199,500
Full-time

The role works autonomously while collaborating across practice groups and regions, requiring an ownership mindset, proactive approach, and ability to drive initiatives forward with minimal supervision. The Business Development Manager supports the Chair of the Private Equity group in driving business development and marketing efforts for the Chair's practice.

New!

New York, New YorkToday

$54.35–$66.67
Full-time

Under general supervision and in alignment with established policies and procedures, the Trusts & Estates Paralegal provides legal and general support to the firm's attorneys and clients. Ability to sit or stand for extended periods and perform tasks requiring prolonged use of hands, fingers, and wrists, including extensive computer use.

New!

Hoboken, NJ6 days ago

$150,000–$165,000

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. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.

New York, NY8 days ago

$250,000–$300,000 Per Year
Full-time
Employee

Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. 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.

New!

New York City, NY6 days ago

$150,000–$200,000

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. Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting.

New!

New York, NY6 days ago

$150,000–$200,000

Uniondale, NY10 days ago

New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds .

Jersey City, NJ8 days ago

$81–$85 Per Hour

6-8 years of expertise in application design and development using technologies and frameworks such as Spring, Spring Boot, Java, Hibernate. Partner with multiple management teams to ensure appropriate integration of functions to meet goals and identify system enhancements for new products and process improvements.

Lake Hiawatha, NJ30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

Garden City, NY30+ days ago

$30,000–$60,000 Per Year

Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients.

New York, NY30+ days ago

$125,000–$150,000

Comprehensive Financial Planning: Conduct thorough interviews with clients to understand their financial status, including income, expenses, tax considerations, and risk tolerance, and create personalized financial plans to meet their short-term and long-term goals. Advisory Services: Offer strategic financial advice related to investments, debt management, tax planning, cash flow management, insurance, and retirement planning.

Short Hills, NJ30+ days ago

Remote

Full-time

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

New York, New York22 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New York, NY9 days ago

$38,000–$150,000 Per Year

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.

New York, NY24 days ago

$50,000–$100,000

In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships.

Rye Brook, NY30+ days ago

$100,000–$150,000 Per Year

At Strategies for Wealth, we specialize in helping driven professionals transition into financialservices - and build careers that compound over time, financially and personally. Strategies for Wealth is one of the most successful firms in theGuardian Wealth Network, with flagship offices in New York City and Westchester County.

New York City, NY30+ days ago

$200,000–$500,000 Per Year

We believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike. If you’re an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealthoffers a platform designed to elevate high performers.

Garden City, NY14 days ago

$50,000–$100,000 Per Year

Through 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.

New York, NY30+ days ago

Full-time

Using 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.

New York, NY28 days ago

$80,000–$150,000

The 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.

New York, NY30+ days ago

$0–$300,000

Launch a career in financial services through a structured development program focused on relationship management, financial planning, and long-term practice growth. Ideal for professionals seeking a long-term career in financial services with structured training, mentorship, and development support.

New York, NY30+ days ago

Remote

$45,000–$95,000

As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients, helping them achieve their long-term financial goals. Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor.

Melville, NY7 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

New!

New York, NY4 days ago

$100,000–$300,000 Per Year

When you join us, you will enjoy an open architecture, cutting-edge technology and see a strong model as a means to better serve your clients. Starting Salary determined by experience and T12/GDC Production, $100,000-$125,000 plus incentives.

Stamford, CT14 days ago

$60,000–$100,000 Per Year

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

New York, NY11 days ago

$60,000–$100,000 Per Year

New!

Woodbury, NY2 days ago

$80,000–$250,000 Per Year

CWP 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.

Stamford Area, CT30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

New Hyde Park, New York8 days ago

$80,000–$90,000 Per Year

Prepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

New York, New York30+ days ago

$90,000–$350,000 Per Year

We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.

Colonia, NJ30+ days ago

Piscataway, NJ30+ days ago

New York, NY30+ days ago

Full-time

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . 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.

New York, NY30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

White Plains, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Riverside, CT30+ days ago

Full-time

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. 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.

Brooklyn, NY30+ days ago

Remote

$85,000–$105,000

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.

New York, NY30+ days ago

Full-time

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Financial Advisor Jobs in Cooper, NY

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Financial Planner New York Life - Uniondale

Mortgage Advisor-CGS Weichert, Realtors

Financial Controller Vaco LLC

Entry-Level Financial Specialist New York Life-NJ General Office

Restructuring & Leveraged Finance Associate Jobot

System Director, Physician Advisor Program RWJBarnabas Health

Trust & Estates Associate Jobot

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Charitable Planning Attorney - CT or FL Jobot

Financial Service Professional New York Life - Nassau County General Office

Business Development Manager – U.S. Corporate Reed Smith US

Paralegal Reed Smith US

Director of Finance Vaco LLC

Financial Advisor/Client Portfolio Manager Company Confidential

Tax Planner Vaco LLC

Sr. Tax Planner Vaco LLC

Fast Track Insurance Partner New York Life - Nassau County General Office

Full Stack Developer Axelon

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Financial Advisor/Stockbroker Trainee MORGAN WILSHIRE SECURITIES INC

Financial Advisor Chemistry Wealth Management

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLC

Financial Advisor Northwestern Mutual

Experienced Financial Advisor Fifth Avenue Financial

Financial Advisor- Entry Level Denis Development

Aspiring Financial Advisor Strategies for Wealth

Financial Advisor Strategies for Wealth

Financial Advisor Lee, Nolan & Koroghlian, LLC

J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District) JPMorgan Chase Bank, N.A.

Financial Advisor Forest Hills Financial Group

Financial Advisor (Entry Level) – Training & Licensing Provided New York City- Northwestern Mutual Purple Unicorn

Remote Entry Level Financial Advisor Brand & Associates

Financial Advisor Charter Oak Financial

Financial Advisor MassMutual

Financial Advisor - Stamford, Connecticut Lenox Advisors

Financial Advisor - New York Lenox Advisors

Financial Advisor Center for Wealth Preservation

Financial Advisor Series 7, 65 or 66 San Blas Securities

Associate Financial Planner CAPTRUST

Wealth Advisor The Misch Group

J.P. Morgan Wealth Management - Private Client Advisor - Colonia / Montclair - New Jersey JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Piscataway / New Brunswick - New Jersey JPMorgan Chase

J.P. Morgan Advisors - Investment Associate - New York, NY JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - New York, NY JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - White Plains, NY JPMorgan Chase Bank, N.A.

Asset Management - Internal Client Advisor - Associate JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase Bank, N.A.

Senior Financial Planning Analyst YourStake

J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) JPMorgan Chase Bank, N.A.

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