New York LifeFinancial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming 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.
BNYNewVice President, Financial Advisor BNYVice President, Financial AdvisorNew York, NY$60,000–$100,000Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.
Vaco LLCNewFinancial Controller Vaco LLCFinancial ControllerNew York, NY$165,000–$175,000Determining 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 York Life-NJ General OfficeEntry-Level Financial Specialist New York Life-NJ General OfficeEntry-Level Financial SpecialistNewark, NJ$60,000–$90,000 / yearThe 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.
Dassault SystèmesSr. Director, Financial Planning & Analysis (FP&A) Dassault SystèmesSr. Director, Financial Planning & Analysis (FP&A)New York, NY$184,500–$246,000 / yearInfluence the team of trusted financial advisors and strategic business partners to executive leadership across various business units, providing critical financial guidance and influencing strategic decision-making on key business initiatives. Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry.
IntuitNewSenior Tax Advisor – In-Store IntuitSenior Tax Advisor – In-StoreNew Rochelle, NY$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
Appian CorporationAccount Executive - Financial Services Appian CorporationAccount Executive - Financial ServicesNew York, NY$125,000–$225,000 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate’s relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer.[If applicable to position: Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies.
Fti ConsultingDirector, Finance Transformation | Office of CFO Advisory Fti ConsultingDirector, Finance Transformation | Office of CFO AdvisoryNew York, NYLead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting’s Corporate Finance & Restructuring organization, we focus on our clients’ strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
TeneoNewVice President/Senior Vice President, IPO - Financial Communications TeneoVice President/Senior Vice President, IPO - Financial CommunicationsNew York, NY$170,000–$190,000 / yearOur full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance and ESG. Manage day-to-day account work of producing and refining deliverables – including strategic plans, messaging documents, press releases, talking points, scripts, presentations, Q&A, briefing memos.
Fti ConsultingDirector, Financial Communications - Healthcare & Life Sciences Fti ConsultingDirector, Financial Communications - Healthcare & Life SciencesNew York, NY5+ years of professional experience in investor relations, investment banking, sell-side research, capital markets, asset management, or Healthcare communications with a preference toward demonstrated experience managing multiple clients and accounts. In this role, you will build the necessary subject matter expertise and proper skillset to service and advise clients ranging from startups through Fortune 500 companies on a range of company events, milestones, and complex issues.
NYL Nassau-Suffolk RegionEntry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, 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.
JobotNewRestructuring & Leveraged Finance Associate JobotRestructuring & Leveraged Finance AssociateNew York, NY$225,000–$425,000 / yearThe 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.
New York Life - Nassau County General OfficeNewFinancial Service Professional New York Life - Nassau County General OfficeFinancial Service ProfessionalUniondale, NYNew 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.
Reed Smith USBusiness Development Manager – U.S. Corporate Reed Smith USBusiness Development Manager – U.S. CorporateNew York, New York$155,000–$199,500Full timeThe 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.
Reed Smith USParalegal Reed Smith USParalegalNew York, New York$54.35–$66.67Full timeUnder 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.
JobotNewTrust & Estates Associate JobotTrust & Estates AssociateGreenwich, CT$150,000–$200,000 / yearInformation 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.
JobotNewCharitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLStamford, CT$200,000–$300,000 / yearInformation 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.
Vaco LLCNewDirector of Finance Vaco LLCDirector of FinanceHoboken, NJ$150,000–$165,000Determining 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 Life Insurance CompanyCVP, Head of Wealth Management Marketing New York Life Insurance CompanyCVP, Head of Wealth Management MarketingNew York, NY$140,000–$190,000 / yearHelp advisors bring New York Life’s full suite of financial capabilities to market by developing integrated marketing strategies, positioning, and content that connect wealth management offerings with broader financial planning needs and relationship-deepening opportunities. From digital campaigns, cross-selling opportunities, thought leadership, investment insights, and relationship-deepening programs to consumer content development, this individual will help shape how New York Life brings its wealth management value proposition to market.
Company ConfidentialFinancial Advisor/Client Portfolio Manager Company ConfidentialFinancial Advisor/Client Portfolio ManagerNew York, NY$250,000–$300,000 / yearFull timeProven 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.
Maplewood Senior Living LLCNewDirector of Business Development Maplewood Senior Living LLCDirector of Business DevelopmentWestport, CTStrategic Partnerships: Discretion to develop Strategic Partnerships within the physician networks, hospital executives, executive geriatric professionals and organizations, high net worth financial advisors, high net worth real estate agents/brokers, elder care attorneys/advisors and other relevant professionals in order to generate referrals. Known nationally for innovation in the senior living space, Maplewood is a growing company dedicated to excellence in care, offering personalized and thoughtful services in independent living, assisted living and memory care.
Vaco LLCNewTax Planner Vaco LLCTax PlannerNew York City, NY$150,000–$200,000Determining 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 York Life - UniondaleNewInsurance Sales Representative New York Life - UniondaleInsurance Sales RepresentativeUniondale, 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.
Vaco LLCNewSr. Tax Planner Vaco LLCSr. Tax PlannerNew York, NY$150,000–$200,000Determining 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.
StifelVice President, Venture Lending and Banking StifelVice President, Venture Lending and BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. In joining Stifel’s Venture Banking Team, a Vice President/Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies.
Midland States BankNewSenior Trust Officer Midland States BankSenior Trust OfficerTarrytown, NY$106,250–$177,050 / yearThe Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
New York Life - Nassau County General OfficeNewFast Track Insurance Partner New York Life - Nassau County General OfficeFast Track Insurance PartnerUniondale, NYNew 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 .
AxelonNewFull Stack Developer AxelonFull Stack DeveloperJersey City, NJ$81–$85 / hour6-8 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.
HighLevelDirector, Strategic Finance (Product & Engineering) - Remote HighLevelDirector, Strategic Finance (Product & Engineering) - RemoteNew York, NYRemote$189,000–$277,500 / yearYou will partner directly with senior leaders across the business to help inform resource allocation, define operational and financial KPIs, own key inputs to revenue / margin modeling and most importantly, proactively identify opportunities to drive growth or improve profitability. Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives.
BarclaysVice President - Americas Loans, Leveraged Finance & ICB Legal BarclaysVice President - Americas Loans, Leveraged Finance & ICB LegalNew York, NYIn this role you will provide legal advice and support to front office bankers, product origination and management partners, and risk, compliance, operations and other infrastructure personnel relating to the provision of treasury solutions for Barclays’ corporate and financial institution clients, including cash deposits and payments services (ACH, checks, etc.), escrow services, loans, letters of credit, and receivables financing. You will advise on the structuring, negotiation, syndication, and post-closing management of a variety of domestic and cross-border financing transactions, including leveraged and investment grade acquisition financings, sustainability-linked and green loans, project financings, asset-based loans, debtor-in-possession and exit financings, and working capital and liquidity facilities.
Globalforce Intl. (MAIN)NewSenior Tax Accountant - Manager - CPA FIRM Globalforce Intl. (MAIN)Senior Tax Accountant - Manager - CPA FIRMWoodbury, NY$120,000–$150,000 / yearFull timeThis role is ideal for a tax professional with 5+ years of public accounting experience who can operate independently, manage client relationships, and handle complex tax matters. Analyze and implement tax elections (e.g., 754, 1031 exchanges, installment sales, accounting method changes).
Career Headhunter LLCFINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLCFINANCIAL ADVISOR (ENTRY-LEVEL)Ridgewood, NJRemoteFull timeThe 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.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorMelville, New York$61,000–$250,000 / yearNorthwestern 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.
Chemistry Wealth ManagementFinancial Advisor Chemistry Wealth ManagementFinancial AdvisorNew York, NY$125,000–$150,000Comprehensive 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.
Fifth Avenue FinancialNewExperienced Financial Advisor Fifth Avenue FinancialExperienced Financial AdvisorNew York, NY$38,000–$150,000 / yearMonitor 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.
Edward D Jones & Co LPExperienced Financial Advisor -- New York, NY Edward D Jones & Co LPExperienced Financial Advisor -- New York, NYNew York, NYEdward 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.
Bethpage Federal Credit UnionLPL 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. Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
Thrivent Financial for LutheransFinancial Advisor - Stamford, CT Thrivent Financial for LutheransFinancial Advisor - Stamford, CTStamford, CTThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District)new york, NYUsing 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. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Purple UnicornFinancial Advisor (Entry Level) – Training & Licensing Provided New York City- Northwestern Mutual Purple UnicornFinancial Advisor (Entry Level) – Training & Licensing Provided New York City- Northwestern MutualNew York, NY$0–$300,000Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. This position will consider and train entry-level candidates; however, candidates with 3-5 years of experience in sales, business development, client relations, customer service, leadership, entrepreneurship, or other client-facing roles are strongly preferred.
Strategies for WealthAspiring Financial Advisor Strategies for WealthAspiring Financial AdvisorNew York City, NY$100,000–$150,000 / yearAt 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.
Denis DevelopmentFinancial Advisor- Entry Level Denis DevelopmentFinancial Advisor- Entry LevelNew York, NY$50,000–$100,000In 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.
JPMorgan Chase Bank, N.A.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.
Lee, Nolan & Koroghlian, LLCFinancial 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.
MORGAN WILSHIRE SECURITIES INCFinancial Advisor/Stockbroker Trainee MORGAN WILSHIRE SECURITIES INCFinancial Advisor/Stockbroker TraineeGarden City, NY$30,000–$60,000 / yearFinancial 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.
Strategies for WealthFinancial Advisor Strategies for WealthFinancial AdvisorNew York City, NY$200,000–$500,000 / yearWe 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.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorHighland Falls, NYSuccessful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
The Toronto-Dominion BankFinancial Advisor Associate- Borough Park The Toronto-Dominion BankFinancial Advisor Associate- Borough ParkBrooklyn, NY$66,560–$99,320 / hourOCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Develops understanding of client's assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program SIE & Series 7 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Comprehensive understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Understanding of wealth management business development techniques Understanding and experience interacting with retail and small business banking clients Consultative sales experience required Ability to establish relationships and partner effectively with other departments OCC: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
Forest Hills Financial GroupFinancial 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.
MasterworksSenior 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.