518 Results for

Financial Advisor Jobs in Sunnyside, 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!

New York, NY3 days ago

$60,000–$100,000

Through 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.

Morris Plains, NJ8 days ago

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

New!

New York, 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!

Yonkers, NY4 days ago

$28–$36 Per Hour

Passionate 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.” .

New!

New York, NY4 days ago

$184,500–$246,000 Per Year

Influence 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.

Newark, NJ11 days ago

$60,000–$90,000 Per Year

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

New!

New York, NY4 days ago

Lead 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.

New!

New York, NY4 days ago

$125,000–$225,000 Per Year

Growth 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.

New York, NY27 days ago

$170,000–$190,000 Per Year

Our 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.

New!

Livingston, NJ3 days ago

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

New!

New York, NY4 days ago

5+ 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.

Roseland, NJ18 days ago

8+ years of experience in GAAP accounting for mortgage loans, debt/equity securities and derivative instruments, preferably with public accounting experience; alternatively, the candidate can have a mix of public accounting (real estate finance focus) and industry experience at a public or private MREIT or real estate finance company. We provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services.

Melville, NY9 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!

New York, NY2 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.

New York, New York7 days ago

$155,000–$199,500
Full-time

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

New York, New York7 days ago

$54.35–$66.67
Full-time

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

New!

Uniondale, NY3 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!

Greenwich, CT2 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, CT2 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!

New York, NY4 days ago

$140,000–$190,000 Per Year

Help 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.

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!

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 York, NY15 days ago

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

Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New!

New York City, 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, NY5 days ago

$150,000–$200,000

New!

Tarrytown, NY3 days ago

$106,250–$177,050 Per Year

The 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!

New York, NY4 days ago

Stifel 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.

New!

Uniondale, NY3 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 .

New!

Jersey City, NJToday

$81–$85 Per Hour

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

New!

New York, NY4 days ago

Remote

$189,000–$277,500 Per Year

You 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.

New!

New York, NY4 days ago

In 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.

New!

Woodbury, NY3 days ago

$120,000–$150,000 Per Year
Full-time
Employee

This 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).

Melville, New York29 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.

Parsippany, NJ30+ days ago

Remote

Full-time

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

New York, NY30+ days ago

$125,000–$150,000

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

Short Hills, NJ30+ days ago

Remote

Full-time

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

New York, NY30+ days ago

Edward 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.

summit, NJ30+ days ago

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

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.

edison, NJ30+ days ago

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. 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.

bethpage, NY30+ days ago

Understanding 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.

Rye Brook, NY30+ days ago

$100,000–$150,000 Per Year

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

new york, NY30+ days ago

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. 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.

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, NY30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

New York, NY30+ 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 York, NY30+ days ago

$0–$300,000

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

New!

Garden City, NY4 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.

woodbridge, NJ30+ days ago

396873true396873falseSubmission for the position Entry Level - Financial Advisor - NJ Woodbridge 2363 - Job Number 25000001false396873falsetrueEntry Level - Financial Advisor - NJ Woodbridge 236325000001UNITED STATES-NJ-WoodbridgeUNITED STATES-NJ-WoodbridgeEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.

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.

Create A Free Account

Financial Advisor Jobs in Sunnyside, NY

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

Vice President, Financial Advisor BNY

Mortgage Advisor-CGS Weichert, Realtors

Financial Controller Vaco LLC

Senior Tax Advisor – In-Store Intuit

Sr. Director, Financial Planning & Analysis (FP&A) Dassault Systèmes

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

Director, Finance Transformation | Office of CFO Advisory Fti Consulting

Account Executive - Financial Services Appian Corporation

Vice President/Senior Vice President, IPO - Financial Communications Teneo

System Director, Physician Advisor Program RWJBarnabas Health

Director, Financial Communications - Healthcare & Life Sciences Fti Consulting

Senior Director, Financial Reporting | Real Estate Solutions Fti Consulting

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Restructuring & Leveraged Finance Associate Jobot

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

Paralegal Reed Smith US

Financial Service Professional New York Life - Nassau County General Office

Trust & Estates Associate Jobot

Charitable Planning Attorney - CT or FL Jobot

CVP, Head of Wealth Management Marketing New York Life Insurance Company

Director of Finance Vaco LLC

Insurance Sales Representative New York Life - Uniondale

Financial Advisor/Client Portfolio Manager Company Confidential

Tax Planner Vaco LLC

Sr. Tax Planner Vaco LLC

Senior Trust Officer Midland States Bank

Vice President, Venture Lending and Banking Stifel

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

Full Stack Developer Axelon

Director, Strategic Finance (Product & Engineering) - Remote HighLevel

Vice President - Americas Loans, Leveraged Finance & ICB Legal Barclays

Senior Tax Accountant - Manager - CPA FIRM Globalforce Intl. (MAIN)

Financial Advisor Northwestern Mutual

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLC

Financial Advisor Chemistry Wealth Management

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Experienced Financial Advisor -- New York, NY Edward D Jones & Co LP

Financial Advisor Wealth Enhancement Group LLC

Experienced Financial Advisor Fifth Avenue Financial

Financial Advisor - Central Jersey Thrivent Financial for Lutherans

LPL Financial Advisor Bethpage Federal Credit Union

Aspiring Financial Advisor Strategies for Wealth

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

Financial Advisor Strategies for Wealth

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

Financial Advisor- Entry Level Denis Development

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

Financial Advisor Lee, Nolan & Koroghlian, LLC

Entry Level - Financial Advisor - NJ, Woodbridge (2363) Equitable Financial Life Insurance Company

Resume Resources