Merrill Advisor Development Program - Financial Advisor: Park Ave Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Park Ave MarketNew YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Independent 1099 Financial Advisor Vensure Employer SolutionsIndependent 1099 Financial AdvisorNationwide, New YorkRemoteWe have a dedicated asset management division with four CFAs, approved portfolios, and in-house resources, as well as an internal Financial Planning team and a Case Design team to support your clients. Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team.
Financial Advisor, Truist Investment Services, New York, NY Truist BankFinancial Advisor, Truist Investment Services, New York, NYNew YorkGeneral 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.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteNYRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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.
Senior Financial Advisor Spark Talent HQSenior Financial AdvisorNew YorkTheir software empowers financial advisors to streamline tasks and maximize efficiency, allowing them to focus on building strong client relationships. The company is backed by top-tier venture capital firms and a distinguished advisory board of wealth management veterans.
Financial Advisor Manning & NapierFinancial AdvisorNew YorkDiscuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals.
Remote Entry Level Financial Advisor Brand and AssociatesRemote Entry Level Financial AdvisorNew YorkRemoteAs 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.
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors Tompkins Financial CorpDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial AdvisorsIthaca, NY$130,000–$150,000 / yearWorking closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA's long-term growth objectives. Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.
Senior Financial Advisor Norman AlexSenior Financial AdvisorNew YorkDemonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities. - Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
Financial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Greater NYC Area, NYThis 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. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Financial Solutions Advisor - Manhattan South Market Bank of AmericaFinancial Solutions Advisor - Manhattan South MarketNew YorkUS - NY - New York - 1293 Broadway - HERALD CENTER BRANCH BC (NY5149), US - NY - New York - 186 5th Ave - Flatiron (NY5391), US - NY - New York - 1 Penn Plz - One Penn Plaza (NY5154), US - NY - New York - 260 Greenwich St - GREENWICH & MURRAY BANKING CENTER (NY5188), US - NY - New York - 88 Bowery - Bank of America (NY5379). 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 - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeNew 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 Services Advisor Atlasfinancialsolutions CoFinancial Services AdvisorNew YorkWhether you are transitioning from sales, hospitality, real estate, banking, customer service, education, or another fast-paced industry, we provide the training, mentorship, and support needed to succeed. This opportunity is designed for ambitious, people-oriented individuals who want more flexibility, income growth, and advancement potential than traditional corporate roles often provide.
Business Solutions Advisor - Herald Center Financial Center - New York, NY Bank of AmericaBusiness Solutions Advisor - Herald Center Financial Center - New York, NYNew YorkPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
Vice President, Financial Planning Director - Northeast Region Morgan StanleyVice President, Financial Planning Director - Northeast RegionNew YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Certified Financial Planner PEAK Technical Services Inc.Certified Financial PlannerCorning, NY$80,000–$130,000 / yearThe role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.
Senior Financial Planner Tompkins Financial AdvisorsSenior Financial PlannerIthaca, New York$110,000–$135,000 / yearFull timeThe Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors – technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations.
Senior Financial Planner Tompkins Financial CorpSenior Financial PlannerIthaca, NY$110,000–$135,000 / yearThe Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors - technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations.
Remote | Financial Planner (Personal Finance & Consumer Planning) — $70–$110/hour 24-MagRemote | Financial Planner (Personal Finance & Consumer Planning) — $70–$110/hourNew YorkRemoteWe are sharing a specialised part-time consulting opportunity for experienced personal finance and consumer financial planning professionals with strong expertise in household financial decision-making, budgeting, financial planning, and consumer-focused financial guidance. 5+ years of relevant professional experience in personal finance, consumer financial planning, financial advisory, financial consulting, wealth management, or a closely related field.
Wealth Advisor - Endicott, NY Citizens Financial Group IncWealth Advisor - Endicott, NYEndicott, NY$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.