Financial Advisor Associate - Bethpage, NY TD BankFinancial Advisor Associate - Bethpage, NYBethpage, New York$66,560–$99,320 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
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 Advisor M&T Bank CorpFinancial AdvisorNyack, NY$75,900–$126,500 / yearWe're seeking an experienced Financial Advisor with a strong track record of building trusted client relationships, growing a book of business, and delivering personalized wealth management solutions to affluent individuals, families, and business owners throughout the region. Partner closely with Retail, Business Banking, Commercial Banking, and Wealth teams to identify and serve client needs.
Senior Financial Advisor M&T Bank CorpSenior Financial AdvisorCTEducation and Experience Required: Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Financial Advisor - Flagstar Bank LPL Financial Holdings IncFinancial Advisor - Flagstar BankSayreville, NJ$60,000–$120,000 / yearThis employment opportunity at Flagstar Bank in Sayreville, NJ would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Flagstar Bank for financial solutions.
Financial Advisor - M&T Bank LPL Financial Holdings IncFinancial Advisor - M&T BankParsippany, NJ$70–$73 / hourThis exciting position will allow you to grow your career and business, helping the people and families that look to M&T Bank for financial solutions. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
Financial Advisor Wisepath GroupFinancial AdvisorShort Hills, NJ$100,000–$250,000 / yearWe have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. You 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.
NewFinancial Advisor Barnum Financial Group Tri StateFinancial AdvisorWoodbridge Township, NJYour day-to-day tasks will include financial planning, retirement planning, risk management, tax minimization strategies, estate conservation, special care and elder care planning, career-specific planning, and philanthropic planning. With over 70 years of experience, we have helped over a quarter million clients nationwide create wealth and make smart money decisions.
Senior Claims Examiner, Lawyers and Financial Advisors Professional Liability Markel Group IncSenior Claims Examiner, Lawyers and Financial Advisors Professional LiabilityNew York, NY$78,000–$134,090 / yearThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.
AMP Financial Advisor - New York, NY Raymond James Financial IncAMP Financial Advisor - New York, NYNew York, NY$62,353.20–$87,500 / years66 - 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). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Senior Financial Advisor Wilmington TrustSenior Financial AdvisorCos Cob, ConnecticutBachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementRidgewood, NJ$63,000–$105,000 / yearIn 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.
VP/Financial Advisor Springfield Kearny BankVP/Financial Advisor SpringfieldCaldwell, NJ$45,000–$88,000 / yearMaintains comprehensive knowledge of investment planning and other bank products and services; maintains knowledge of full array of possible client needs and investment planning solutions to those needs; maintains highest level of sales, negotiation and closing skills; maintains general overall knowledge of investment industry, practices and trends, including maintaining in-depth knowledge of investment laws and regulations. Maintains network of outside and internal referral sources, including individuals and organizations likely to produce investment referrals such as attorneys, accountants, real estate brokers and other business professionals; ensures that strong business relationships are maintained with these referral sources and that they have current information on investment planning products and services.
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.
Associate Financial Advisor Bhashyam Wealth ManagementAssociate 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.
NewFinancial 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.
NewFinancial Advisor - New York Lenox AdvisorsFinancial Advisor - New YorkNew York, NY$60,000–$100,000 / yearWith 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.
NewFinancial Advisor - Stamford, Connecticut Lenox AdvisorsFinancial Advisor - Stamford, ConnecticutStamford, CT$60,000–$100,000 / yearWith 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.
Financial Wealth Advisor - Berkeley Heights, NJ Corebridge Financial IncFinancial Wealth Advisor - Berkeley Heights, NJBerkeley Heights, NJ$80,000–$120,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. 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 Center for Wealth PreservationFinancial AdvisorWoodbury, NY$75,000–$250,000 / yearCWP 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.