328 Results for

Financial Advisor Jobs in Plainview, 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.

New!

Uniondale, NY3 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!

New York, NY5 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!

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.

Melville, NY8 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!

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!

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.

New!

Uniondale, NY2 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 York City, NY9 days ago

$106,122–$120,000 Per Year
Full-time
Employee

Kymatic Advisors LLC (New York, NY) seeks Financial Analyst to analyze financial data in pharm/biotech, manage datasets, research markets, evaluate equities, and prepare reports. Salary: $106,122-$120,000/year.

New!

Hoboken, NJ5 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!

New York City, NY5 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, NYToday

$155,000–$199,500
Full-time
Employee

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, NYToday

$54.35–$66.67
Full-time
Employee

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!

New York, NY5 days ago

$150,000–$200,000

New!

Uniondale, NY2 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 .

Cedarhurst, New York14 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, 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.

New York City, NY30+ days ago

$53,625–$64,350 Per Year

Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.*

New!

New York, NY1 day 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.

Brooklyn, NY24 days ago

$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. We raised an investment round and are partnering with YourStake, the leading software company in the values-aligned wealthtech space, to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.

New York, NY30+ days ago

$0–$300,000

This position is ideal for recent graduates, career changers, former athletes, sales professionals, and individuals who enjoy building relationships and helping others plan their financial future. This search is being conducted in partnership with Purple Unicorn Enterprises, a talent optimization firm focused on employee identification, development, and culture.

New York City, 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.

New York, NY16 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.

New!

Garden City, NY6 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!

New York, NYToday

$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 York, NY20 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, NY11 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.

New York, NY30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial Advisors (PCFAs) 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. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Brooklyn, NY30+ days ago

$105,000–$250,000 Per Year

New York, NY30+ days ago

$105,000–$250,000 Per Year

New York, NY30+ days ago

$105,000–$250,000 Per Year

New York, NY30+ days ago

$120,000–$130,000 Per Year

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market.

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.

Woodbury, NY8 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.

Melville, NY14 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!

Stamford, CT6 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!

New York, NY3 days ago

$60,000–$100,000 Per Year

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.

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 York30+ 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.

New York, NY30+ days ago

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.

New York, NY30+ days ago

$110,770–$157,000 Per Year

Provides 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 and ensure client meetings are properly prepared for in advance. + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.

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

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

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Advisor job opportunities. Plus, receive relevant job recommendations in your inbox.

Financial Advisor Jobs in Plainview, NY

Jobs

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

Financial PlannerNew York Life - Uniondale

Financial ControllerVaco LLC

Restructuring & Leveraged Finance AssociateJobot

Entry-Level Financial Service ProfessionalNYL Nassau-Suffolk Region

Trust & Estates AssociateJobot

Charitable Planning Attorney - CT or FLJobot

Financial Service ProfessionalNew York Life - Nassau County General Office

Financial AnalystKymatic Advisors LLC

Director of FinanceVaco LLC

Tax PlannerVaco LLC

Business Development Manager – U.S. CorporateReed Smith LLP

ParalegalReed Smith LLP

Sr. Tax PlannerVaco LLC

Fast Track Insurance PartnerNew York Life - Nassau County General Office

Financial AdvisorNorthwestern Mutual

Financial AdvisorChemistry Wealth Management

Financial AdvisorAmeriprise Financial

Experienced Financial AdvisorFifth Avenue Financial

Senior Financial Planner, Advisor ServicesYourStake

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

Aspiring Financial AdvisorStrategies for Wealth

Financial AdvisorStrategies for Wealth

Financial Advisor- Entry LevelDenis Development

Financial AdvisorLee, Nolan & Koroghlian, LLC

Financial Advisor/Client Portfolio ManagerCompany Confidential

Financial AdvisorForest Hills Financial Group

Financial AdvisorMassMutual

Private Client Financial Advisor - Canal Street (Manhattan)Citizens

Private Client Financial Advisor - Borough Park, BrooklynCitizens

Private Client Financial Advisor - Midtown Manhattan, NYCCitizens

Private Client Financial Advisor - Upper Manhattan, NYCCitizens

Financial Advisor SeniorCity National Bank

Remote Entry Level Financial AdvisorBrand & Associates

Financial AdvisorCenter for Wealth Preservation

Financial AdvisorCharter Oak Financial

Financial Advisor - Stamford, ConnecticutLenox Advisors

Financial Advisor - New YorkLenox Advisors

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

Financial Advisor Series 7, 65 or 66San Blas Securities

Associate Financial PlannerCAPTRUST

Wealth AdvisorThe Misch Group

Asset Management - Internal Client Advisor Registered Investment Advisor - AssociateJPMorgan Chase

J.P. Morgan Advisors - Relationship Manager, Vice President - New York, NYJPMorgan Chase

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

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

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

Asset Management - Offshore Internal Client Advisor - AssociateJPMorgan Chase

Asset Management - Internal Client Advisor - AssociateJPMorgan Chase

Asset Management - Wealth Management Wirehouse Internal Client Advisor - AssociateJPMorgan Chase

Resume Resources