Current jobs related to Financial Advisor - New York, New York - LPL Financial
-
Financial Advisor Journalist
2 weeks ago
New York, New York, United States Financial Times Full timeFinancial Advisor Journalist Job DescriptionWe are seeking an experienced financial journalist to join our team at Financial Times. As a Financial Advisor Journalist, you will be responsible for delivering high-quality, in-depth articles and features on the wealth management business, practice management, and other content relevant to financial advisors.Key...
-
Financial Advisor IQ Reporter
1 week ago
New York, New York, United States Financial Times Full timeAbout the RoleWe are seeking an experienced financial journalist to join our team at Financial Advisor IQ, a leading publication covering wealth management. As a financial advisor IQ reporter, you will be responsible for delivering high-quality, engaging content to our audience of financial advisors.Key ResponsibilitiesResearch and write in-depth articles on...
-
Financial Services Advisor
1 month ago
New York, New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial AdvisorWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Ameriprise Financial Services, LLC. As an Associate Financial Advisor, you will play a critical role in building relationships with clients and providing personalized financial advice and recommendations.Key...
-
Financial Advisor
3 days ago
New York, New York, United States Thrivent Financial Full timeJob SummaryAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial advice. You will work with clients to help them achieve their financial goals, while also building a successful career with a Fortune 500 leader.Key ResponsibilitiesBuild a financial...
-
Financial Advisor
2 weeks ago
New York, New York, United States Lenox Advisors Full timeJoin Lenox Advisors, a premier wealth and insurance advisory firm, as a Financial Advisor. As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate and secure their financial future. Our values align with yours: trust, teamwork, and accountability. You will build upon your natural abilities to connect...
-
Financial Advisor
2 weeks ago
New York, New York, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will be responsible for building and maintaining relationships with clients, providing personalized financial guidance, and helping them achieve their financial goals.Key ResponsibilitiesWork...
-
Financial Advisor
1 month ago
New York, New York, United States Northwestern Mutual - Madison Ave Full timeJob OpportunityWe are seeking a skilled and motivated individual to fill an entry-level financial advisor position at Northwestern Mutual - Madison Ave. This role offers a dynamic work environment, opportunities for growth, and a competitive compensation package.Key Responsibilities:Prospect for clients and provide them with solutions and information about...
-
Financial Advisor Associate
2 weeks ago
New York, New York, United States Prudential Advisors - NYCNJ Full timeFinancial Advisor AssociateWe are seeking a highly motivated and detail-oriented Financial Advisor Associate to join our team. As a Financial Advisor Associate, you will work closely with our experienced financial advisors to provide exceptional client service and support.Responsibilities:Customize financial plans for each client based on their professional...
-
Financial Advisor Associate
2 weeks ago
New York, New York, United States Prudential Advisors - NYCNJ Full timeJoin Our Team as a Financial Advisor AssociateWe are seeking a highly motivated and detail-oriented Financial Advisor Associate to join our team in NYC/NJ. As a Financial Advisor Associate, you will be responsible for developing relationships with clients, gathering client information, and building robust financial plans to help clients achieve their...
-
Compliance Associate
2 days ago
New York, New York, United States Advisor Group Full timeCompliance Associate RoleWe are seeking a detail-oriented Compliance Associate to join our team within Ladenburg Thalmann Asset Management. The Compliance Associate will have an integral role with LTAM that entails assisting with monitoring the accounts. This includes tracking and monitoring accounts with systematic withdrawals, restricted positions, pending...
-
Senior Financial Advisor
4 weeks ago
New York, New York, United States Avior Executive Search Full timeJob OverviewAvior Executive Search is seeking a highly skilled Senior Financial Advisor to join their team of experienced professionals. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.Key ResponsibilitiesDevelop and implement financial plans for clients, taking into account...
-
Senior Financial Advisor
3 weeks ago
New York, New York, United States Citigroup Inc Full timeJob Title: Senior Financial AdvisorCitigroup Inc. is seeking a highly skilled Senior Financial Advisor to join its team in New York, NY. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance to clients in the power, utilities, and renewables sector.Key Responsibilities:Conduct financial analysis to help clients make...
-
Financial Solutions Advisor
3 days ago
New York, New York, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...
-
Financial Solutions Advisor
2 weeks ago
New York, New York, United States Bank of America Full timeMerrill Financial Solutions AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and...
-
Financial Advisor
4 weeks ago
New York, New York, United States Manning & Napier Advisors Full timeFinancial Consultant RoleAs a Financial Consultant at Manning & Napier Advisors, you will collaborate with our current clients while developing new relationships across various client types. Our current investment services include retirement planning, estate plan reviews, tax planning, and insurance advice.ResponsibilitiesEstablish trust and confidence with...
-
Financial Services Associate
1 week ago
New York, New York, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will be responsible for providing exceptional support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors with opening and maintaining client...
-
Financial Solutions Advisor
2 days ago
New York, New York, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their life goals through personalized advice and guidance.We believe in building strong relationships with our clients and providing them...
-
Financial Services Associate
2 weeks ago
New York, New York, United States Stifel Financial Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our client service team, you will be responsible for providing exceptional customer service and support to our clients, while also assisting our financial advisors with various administrative tasks.Key...
-
Wealth Management Advisor
3 weeks ago
New York, New York, United States Truist Financial Full timeJob Title: Wealth Management AdvisorAt Truist Financial, we're seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients.Key Responsibilities:Meet revenue growth, profitability, and...
-
Senior Financial Advisor
2 weeks ago
New York, New York, United States Altfest Personal Wealth Management Full timeJob Title: Senior Financial AdvisorAltfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.We prioritize...
Financial Advisor
3 months ago
Financial Advisor - Alliant Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.
This employment opportunity at Alliant Credit Union in the New York Metro area would allow you to join the Investment Program at Alliant Credit Union as a Financial Advisor associated with LPL Financial.
Under this model Financial Advisors are not employees of LPL Financial.The Investment Program at Alliant Credit Union supports the local community with a complete menu of financial services.
You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Alliant Credit Union for financial solutions.
This position will offer:
The ability to build a strong client base with the credit union's exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union's member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients.
Your partnership includes:
Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at:
By submitting an application, you are not applying for employment with LPL Financial.
Employment is with Alliant Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alliant Credit Union.
Tracking # Pay Range:
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location.
This position is also eligible to earn sales incentive compensation.
Recommended Skills Series 7 General Securities Representative License (Stockbroker) Apply to this job.
Think you're the perfect candidate? Apply on company site
Estimated Salary:
$20 to $28 per hour based on qualifications.
