Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: SD Financial Center MarketBrooklyn, New 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.
Financial Advisor Northwestern MutualFinancial AdvisorNew York, New York$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor Masterworks LLCFinancial AdvisorNew York, NY$80,000–$125,000 / yearA core part of our business is events, and we are looking for polished, finance-minded communicators to lead guided museum tours with a focus on prices and trends in the art market to prospective investors at local museums, galleries, and other art-related spaces. You'll spend up to your first year building in-person client experience through our investor events program while working toward a Series 65 license, with the goal of transitioning into a book-building Financial Advisor role with Masterworks Advisers.
NewMerrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut MarketStamford, ConnecticutKey responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. 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.
Merrill Advisor Development Program - Financial Advisor: Morristown Short Hills Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Morristown Short Hills MarketFlorham Park, NJ$80,000–$90,000 / yearEffectively 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 backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
NewMerrill Advisor Development Program - Financial Advisor: Long Island East Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Long Island East MarketMelville, NY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Long Island East Market Melville, New York; Smithtown, New York; Southampton, New York; Riverhead, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Merrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Midtown Manhattan MarketWhite Plains, NY$80,000–$90,000 / yearOur 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. 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.
Merrill Advisor Development Program - Financial Advisor: 5th Ave Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: 5th Ave MarketNew York, NY$80,000–$90,000 / yearOur 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. 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.
Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Western Long Island MarketGarden City, NY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Garden City, New York; Lynbrook, New York; Forest Hills, New York; Great Neck, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Merrill Advisor Development Program - Financial Advisor: Park Ave Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Park Ave MarketNew York, NY$80,000–$90,000 / yearOur 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. 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.
Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Paramus & Associates MarketParamus, NJ$80,000–$90,000 / yearWe 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 New York pay and benefits information New York pay range: $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Back to search results Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Paramus, New Jersey; Fort Lee, New Jersey; West Nyack, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMineola, NY$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - NJ, Secaucus (3857)Secaucus, NJ$250–$1,000Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. ''311033'',''true'',''311033'',''false'',''Submission for the position: Entry Level - Financial Advisor - NJ, Secaucus (3857) - (Job Number: 190009DK)'',''false'',''311033'',''false'',''true'',''Entry Level - Financial Advisor - NJ, Secaucus (3857)'',''190009DK'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!
NewFinancial Advisor Talent HarborFinancial AdvisorPlainview, New YorkGuided by a planning-first philosophy, our client firm partners with upper-middle-class families, young professionals, and pre-retirees across the New York metro area. Talent Harbor has been retained by an established, rapidly growing independent wealth management firm based on Long Island to find their next Financial Advisor.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorNYFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor and Portfolio Management Avery Partners, LLCFinancial Advisor and Portfolio ManagementNY$80,000–$120,000 / yearSince 2000, the firm has delivered exceptional financial planning and wealth management services to high-net-worth clients nationwide, grounded in the values of honesty, integrity, empathy, professionalism, and proactive communication. Reporting directly to the Chief Investment Officer, this individual will play a pivotal role in investment research, portfolio construction, and client engagement, while also supporting business development initiatives.
Merrill Advisor Development Program - Financial Advisor: Philadelphia Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Philadelphia MarketWayne, New JerseyEffectively 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.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral 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. Please review the following job description: 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.
Senior Financial Advisor Art Gallery Masterworks LLCSenior Financial Advisor Art GalleryNY$150,000–$200,000 / 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.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral 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.
NewExperienced 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.
NewSenior Financial Advisor CAPTRUSTSenior Financial AdvisorNew Hyde Park, New York$150,000–$200,000 / yearFull timeThis 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 Advisor (Multiple Levels)- Greenpoint, Brooklyn The Toronto-Dominion BankFinancial Advisor (Multiple Levels)- Greenpoint, BrooklynBrooklyn, NY$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.
Aspiring Financial Advisor Strategies for WealthAspiring Financial AdvisorRye Brook, 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 the Guardian Wealth Network, with flagship offices in New York City and Westchester County.
Financial Advisor (Multiple Levels)- Greenpoint, Brooklyn TD BankFinancial Advisor (Multiple Levels)- Greenpoint, BrooklynBrooklyn, New YorkEnsures 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-Ramsey, NJ The Toronto-Dominion BankFinancial Advisor-Ramsey, NJNJ$78,520–$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 Trainee - Garden City, NY Raymond James Financial IncFinancial Advisor Trainee - Garden City, NYGarden City, NY$33,280–$70,000 / yearBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Financial Advisor Strategies for WealthFinancial AdvisorRye Brook, 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 Wealth offers a platform designed to elevate high performers.
Financial Advisor CareerPro StaffingFinancial AdvisorSouth Brunswick, NJ$60,000–$100,000 / yearA well-established and rapidly growing retirement-focused financial planning firm is adding experienced Financial Advisors to support continued growth driven by a proven educational seminar model. This opportunity is ideal for an advisor who has achieved solid success, feels capped by their current platform, and is ready to operate within a model designed for significantly higher income and production.
Financial Advisor - Bethpage TD BankFinancial Advisor - BethpageBethpage, New YorkEnsures 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-Ramsey, NJ TD BankFinancial Advisor-Ramsey, NJRamsey, New JerseyEnsures 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 -Broadway And 81St Financial Center Bank of America CorpFinancial Solutions Advisor -Broadway And 81St Financial CenterNew 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. 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 - New Canaan Financial Center Bank of America CorpFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, CT$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 Advisor - Bronx/Queens/Long Island Thrivent Financial for LutheransFinancial Advisor - Bronx/Queens/Long IslandNYThrivent 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 Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial 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.
Financial Advisor Strategic People AdvisorsFinancial AdvisorRidgewood, NJFull timeYou 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. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
NewAssociate Financial Advisor Royal Bank of CanadaAssociate Financial AdvisorNew York, NY$60,000–$100,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementRockaway, 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 - Westchester County, NY Corebridge Financial IncFinancial Advisor - Westchester County, NYWhite Plains, NYHigh school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Parsippany, NJFull timeOne Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. Backed by the strength and stability of OneAmerica Financial , One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
Vice President, Financial Advisor The Bank of New York Mellon CorpVice President, Financial AdvisorNY$69,000–$100,000 / yearThrough 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.
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 - TruStage Wealth Management LPL Financial Holdings IncFinancial Advisor - TruStage Wealth ManagementNY$60,000–$100,000 / yearThis employment opportunity at TruStage located at TruStage Wealth Management in Remote, USA would allow you to join TruStage Wealth Management as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at TruStage Wealth Management supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
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.
Financial Advisor - New Jersey Mid Penn Bancorp IncFinancial Advisor - New JerseyNew Brunswick, NJ$60,932–$125,000 / yearProficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; a thorough knowledge of the features and benefits of all investment and insurance products; proficient PC skills, including knowledge of word processing, database, and spreadsheet programs; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 40 lbs. In addition, the Financial Advisor is an active member of the trust and wealth management team, responsible for achieving customer service and sales goals through the sales of non-deposit investment and insurance products while strictly adhering to corporate and regulatory guidelines.
Financial Solutions Advisor - Newark Financial Center Bank of AmericaFinancial Solutions Advisor - Newark Financial CenterNewark, New JerseyKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial 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.
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.
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.
Experienced Financial Advisor Career Headhunter LLCExperienced Financial AdvisorShort Hills, NJFull timeOne Legacy Financial Group helps individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. At One Legacy Financial Group , we provide experienced advisors with the support, flexibility, mentorship, and resources needed to build a thriving long-term business while helping clients pursue financial confidence.