Financial Advisor Workforce 1Financial AdvisorStaten Island, New YorkFull timePosition Overview: *]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto"> The Financial Professional serves as a client-facing advisor who helps individuals and families plan for financial goals such as retirement, financial protection, and wealth accumulation. This role involves building and maintaining client relationships, assessing financial needs, recommending appropriate financial solutions, and developing a personal client base through networking and outreach.
Financial Advisor Lee, Nolan & Koroghlian, LLCFinancial AdvisorSaddle Brook, NJ$50,000–$100,000 / yearAs a Financial Services Advisor, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination.
Business Solutions Advisor - Williamsburg Financial Center - Brooklyn, NY Bank of AmericaBusiness Solutions Advisor - Williamsburg Financial Center - Brooklyn, NYBrooklyn, New 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.
NewAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized): White Plains Office Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized): White Plains OfficeWhite Plains, New YorkThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. 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.
Associate Director, Alternative Investor Services SS&C Technologies Holdings IncAssociate Director, Alternative Investor ServicesUnion, NJ$91,000–$190,000 / year8+ years' experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management or securities analysis). Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
SVP, Head of US Financial Solutions SCOR SESVP, Head of US Financial SolutionsNew York, NY$280,000–$420,900 / yearWorking at SCOR means engaging with some of the best minds in the industry - actuaries, data scientists, underwriters, risk modelers, engineers, and many others - as we work together to find solutions to pressing challenges facing societies. Applying "The Art & Science of Risk," SCOR uses its industry-recognized expertise and cutting-edge financial solutions to serve its clients and contribute to the welfare and resilience of society in around 160 countries worldwide.
Senior Associate, Investor Services - Hybrid SS&C Technologies Holdings IncSenior Associate, Investor Services - HybridUnion, NJ$55,000–$90,000 / yearThese services include processing of investor subscriptions and redemptions, performing anti-money laundering and due diligence checks on investors, reporting to investors and clients, and handling investor communications and inquiries. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Fund Services Plus Supervisor - Sbic RSMFund Services Plus Supervisor - SbicNew York, NY$81,400–$153,500 / yearPrepare/facilitate the day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense payments. At RSM, our deep industry experience and focus, as well as our competitive advantage through our cutting edge technology and innovation, defines our commitment to quality, making RSM a First Choice Advisor to our clients serving the financial services, technology, life sciences, and manufacturing industries.
Fund Services Plus Supervisor - Private Equity RSMFund Services Plus Supervisor - Private EquityNew York, NY$81,400–$153,500 / yearPrepare/facilitate the day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense payments. At RSM, our deep industry experience and focus, as well as our competitive advantage through our cutting edge technology and innovation, defines our commitment to quality, making RSM a First Choice Advisor to our clients serving the financial services, technology, life sciences, and manufacturing industries.
Senior Registered Client Service Associate - New York, NY Raymond James Financial IncSenior Registered Client Service Associate - New York, NYNew York, NY$80,000–$96,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
NewClient Service Associate - Hackensack, NJ Raymond James Financial IncClient Service Associate - Hackensack, NJHackensack, NJ$65,000–$80,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
NewRegistered Client Service Associate - Locust Valley, NY Raymond James Financial IncRegistered Client Service Associate - Locust Valley, NYNY$45,000–$65,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Assistant Manager Financial Services - Kings Park Teachers Federal Credit UnionAssistant Manager Financial Services - Kings ParkKings Park, NY$28.50–$34.15 / hourSummary: The Assistant Manager is responsible for assisting the branch manager in the daily operations of a retail Credit Union branch office that develops and grows member relationships, promotes products and services, and delivers efficient operations. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions.
Patient Financial Services Axelon Services CorporationPatient Financial ServicesNew York, NY$30–$35 / hourProcess all Medicare, Medicaid, and company payments for participating hospitals through electronic remittance processing software. Obtain and verify insurance coverage by interviewing patients, families, and employers, and verifying with insurance companies.
Analyst/ Associate - Equity Research, Business & Information Services Bank of America CorpAnalyst/ Associate - Equity Research, Business & Information ServicesNew York, NY$110,000–$175,000 / yearResponsibilitiesWork with Senior Analyst to develop differentiated investment ideas and actionable research for institutional investor clientsWrite regular industry and company reports and company launch initiations from scratchParticipate in IPO-related vettings and analyst daysPerform complex financial modeling & valuation workDevelop databases integral to our research productDemonstrate strong industry knowledge and business judgmentSeek out new, unusual sources of information to augment our research capabilitiesClosely follow and understand market, industry and company specific activity, and relay to analyst when travelingBuild relationships and facilitate information flow with contacts at covered companiesInterview industry experts regarding our covered companies and industriesInteract regularly with sales, trading and external clientsRespond to research inquiries from our institutional investor clients during market hoursIf performance on team is strong enough, take on coverage of individual stocks over timeQualificationsBachelor's degree or equivalent years of experience; CFA or other relevant professional certifications is a plusMinimum 3 years experience - sell-side or buy-side (research, investment banking) preferredExperience covering business and information services, financials or software preferred but not requiredStrong writing, modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politicsCredit skills are a plusStrong verbal communication skills with a demonstrated ability to generate differentiated investment insights and communicate complex ideas clearlySelf-motivated, intellectually curious, and passionate about financial marketsMust have strong attention to detail, ability to multi-task, and a strong work ethicMust work well in a collaborative team environmentShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. 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 - Greater Queens NY Market Bank of America CorpFinancial Solutions Advisor - Greater Queens NY MarketFlushing, NY$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Greater Queens NY Market Flushing, New York; Jamaica, New York; Forest Hills, New York; Flushing, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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 - Western Long Island Market Bank of America CorpFinancial Solutions Advisor - Western Long Island MarketWilliston Park, NY$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Western Long Island Market Williston Park, New York; Hewlett, New York; Hicksville, New York; Levittown, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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 - Saddle River Bank of America CorpFinancial Solutions Advisor - Saddle Riversaddle river, NJ$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 - Westchester / Bronx Market Bank of America CorpFinancial Solutions Advisor - Westchester / Bronx MarketBronxville, NY$65,000–$80,000 / yearResponsibilities:• 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• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Westchester / Bronx Market New Rochelle, New York; White Plains, New York; Bronx, New York; Bronxville, New York; Yonkers, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
NewFinancial Solutions Advisor - Brooklyn North Market Bank of America CorpFinancial Solutions Advisor - Brooklyn North MarketBrooklyn, 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.