Senior Financial Advisor

1 month ago


New York, New York, United States Optifino Full time

We are seeking a highly motivated and experienced Senior Financial Advisor / Life Insurance Agent with 2-5 years of industry experience.The ideal candidate will have a proven track record in financial advising and life insurance sales, exceptional client relationship skills, and a strong desire to help clients achieve their financial goals.Life Insurance Sales: Advise clients on appropriate life insurance products, including whole life, term life, and universal life insurance.Business Development: Identify and pursue new business opportunities through networking, referrals, and lead generation activities.Experience: 2-5 years of experience in financial advising and life insurance sales.Licensing: Valid state insurance license; Series 7, Series 63, and Series 65 or 66 licenses (preferred).Professional Growth: Opportunities for continuous learning, development, and career advancement.Resources: Access to cutting-edge financial planning tools and resources to support your success.


  • Financial Advisor

    4 weeks ago


    New York, New York, United States LPL Financial Full time

    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

    4 weeks ago


    New York, New York, United States LPL Financial Full time

    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...

  • Senior Wealth Advisor

    1 month ago


    New York, New York, United States Hopwood Financial Services, Inc Full time

    This position will take over top-tier clients within 18 months and may also train and supervise other staff in client service delivery.A Senior Wealth Advisor shows an interest in the long-term growth of the firm and will have the opportunity to become an owner in the firm.Oversee the client experience: Ensure clients receive a holistic wealth management...


  • New York, New York, United States FLUSHING FINANCIAL CORP Full time

    About the Role**Job Summary:**We are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Flushing Financial Corp. As a Premier Financial Advisor, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesMeet or exceed all financial objectives,...


  • New York, New York, United States Advisor Group Full time

    Advisor Group Careers Senior Vice President, Capital Markets and Investment Banking - Healthcare Sector Advisor Group is seeking a seasoned Senior Vice President to join our healthcare investment banking division. The ideal candidate will possess a robust background in private placements, PIPE transactions, registered directs, and follow-on offerings, along...


  • New York, New York, United States Avior Executive Search Full time

    Job OverviewAvior Executive Search is seeking a highly skilled Senior Financial Advisor to join our team of experienced professionals. As a Senior Financial Advisor, you will be responsible for providing comprehensive financial planning and guidance to clients.Key ResponsibilitiesManage client portfolios and provide investment adviceDevelop and implement...


  • New York, New York, United States Jobot Full time

    Senior Financial AnalystJobot is in search of a proficient Senior Financial Analyst to enhance our finance department. This role is pivotal in interpreting financial data and influencing strategic decisions. If you are a finance expert eager to elevate your career, this position may be ideal for you.Key Responsibilities:Construct financial models and deliver...


  • New York, New York, United States Avior Executive Search, Inc Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Avior Executive Search, Inc. as a Senior Financial Consultant. As a key member of our team, you will be responsible for providing comprehensive financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement personalized financial...


  • New York, New York, United States Avior Executive Search, Inc Full time

    Full Time Senior Financial Advisor Avior Executive Search, Inc. is in search of experienced Senior Financial Advisors to enhance their team of high-performing financial professionals. The successful candidate will possess a deep knowledge of financial strategy and will be equipped to deliver thorough advisory services to clients. Key Responsibilities:...


  • New York, New York, United States Creative Financial Staffing Full time

    Senior Financial AnalystABOUT THE ORGANIZATIONCreative Financial Staffing is a prominent non-profit entity dedicated to delivering a variety of essential services aimed at assisting seniors in maintaining their independence.This position offers a hybrid work arrangement.There are numerous opportunities for professional advancement within the organization,...

  • Financial Advisor

    2 weeks ago


    New York, New York, United States New York Life Full time

    New York Life - Financial AdvisorNew York Life Insurance Company offers a diverse array of insurance and investment solutions, including life insurance, long-term care coverage, mutual funds, and group disability plans.Key Responsibilities:Assess clients' financial objectives and concernsGuide clients in strategic financial planningDesign tailored financial...

  • Senior Wealth Advisor

    19 hours ago


    New York, New York, United States Citigroup Inc Full time

    About the RoleCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients, utilizing your expertise in financial planning and wealth management.Key ResponsibilitiesBuild relationships with new...


  • New York, New York, United States Equitable Advisors Full time

    Unlock Your Potential as a Financial Services AdvisorIf you are eager to explore your capabilities in the financial sector, consider a career with Equitable Advisors. We are recognized as a leading and expanding financial services firm, equipped with a network of over 5,000 financial professionals across the United States and Puerto Rico.Our Mission: At...


  • New York, New York, United States Creative Financial Staffing Full time

    Senior AccountantABOUT THE ORGANIZATIONCreative Financial Staffing is a prominent non-profit entity dedicated to delivering a variety of essential services aimed at supporting seniors in maintaining their independence.This position offers a hybrid work arrangement based in a central office location.Exceptional opportunities for career advancement within the...


  • New York, New York, United States Mizuho Financial Full time

    Job Overview:Mizuho Financial Group, Inc. is on the lookout for a skilled Financial Planning & Analysis expert to enhance their team. This position is pivotal in delivering comprehensive analysis and insights regarding the financial performance of Mizuho America, directly supporting senior management in strategic decision-making.Key Responsibilities:Engage...


  • New York, New York, United States My Job Tank Inc. Full time

    About the CompanyMy Job Tank Inc. specializes in delivering tailored strategic financial advisory and wealth management services to a diverse clientele. Our firm is built on strong relationships and exceptional client service, consistently anticipating and addressing the financial management and operational needs of our clients, which include businesses,...


  • New York, New York, United States UpTick Financial- Advisor Recruiters and Consultants Full time

    UpTick Financial is a cutting-edge wealth management firm that leverages technology to enhance automation and efficiency for financial advisors, allowing them to prioritize what truly matters—meaningful interactions with their clients.Our leadership team consists of seasoned entrepreneurs and operators who have successfully launched and exited two...


  • New York, New York, United States Advisor Group Full time

    Job SummaryWe are seeking a highly experienced and dynamic Investment Banking Director to join our team at Advisor Group. The ideal candidate will have a proven track record in investment banking, exceptional leadership skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and execute business strategies to drive growth in...


  • New York, New York, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. Our client is a prominent, nationally-recognized non-profit organization with a rich history spanning over 100 years.About the RoleThe Senior Accountant will be responsible for overseeing all financial activities, ensuring compliance with regulatory...


  • New York, New York, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Financial Professional to join our team. As a key member of our financial operations team, you will be responsible for providing financial guidance and support to our clients.About the Role:This is a challenging and rewarding opportunity for a seasoned accounting professional to take...