Experienced Financial Advisor
1 week ago
Fifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance.
Job Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives
Analyze customer financial situations and provide tailored financial services and insurance products
Develop customized financial plans for clients that are tailored to their specific goals and objectives
Monitor markets, research financial products, and stay updated with new developments in the financial sector
Provide customer service to current and potential MassMutual customers
Bachelor’s degree in a related field such as finance, accounting, or economics
Resident insurance license, Life & Health
Minimum of 3 years of experience working in the financial services industry
Strong customer service, communication, and presentation skills
Excellent verbal and written communication skills
Good knowledge of risk management and investment strategies
Series 6 or 7
CFP certification
Knowledge and proficiency in the use of CRM software and financial data analysis tools
Strong organizational and time management skills
Ability to multitask and prioritize
Proficiency in MS Office
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Financial Advisor
Found in: Resume Library US A2 - 1 week ago
Cranbury, New Jersey, United States Kestra Financial Independent Advisor Full timeNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...
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Financial Advisor
Found in: Resume Library US A2 - 1 week ago
Roseland, New Jersey, United States Integrated Financial Concepts Full timeJob Title: Financial Advisor (Experienced) Company: Integrated Financial Concepts This position specifically, is for experienced advisors and to leverage your mentoring skills to support our newer agents and help them succeed. With an overflow of appointments and our well-established marketing strategies, we are confident that you could significantly...
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Financial Advisor
2 weeks ago
New York, United States Forest Hills Financial Group Full timeJob DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for...
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Associate Financial Advisor
1 week ago
New York, United States Ameriprise Financial Services, Inc. Full timeAssociate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding clients needs and goals for today and the long-term are unique. As an advisor, you begin with listening to...
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Associate Financial Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...
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Associate Financial Advisor
2 weeks ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...
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Financial Advisor
1 week ago
New York, United States Dynamic Wealth Strategies Inc Full timeJob DescriptionJob DescriptionA successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles....
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Financial Advisor
2 weeks ago
York, United States Insight Financial Planning Full timeJob DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...
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Financial Advisor
2 days ago
New York, United States Equitable Advisors LLC Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and...
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Financial Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
New York, United States Equitable Advisors Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...
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Financial Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
New York, United States Equitable Advisors Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...
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Financial Advisor
2 weeks ago
New York, United States Equitable Advisors Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...
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Lead Advisor
Found in: Resume Library US A2 - 1 week ago
Wappingers Falls, New York, United States Kestra Financial Independent Advisor Full timeSummary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities Develop new relationships and sales opportunities Promote and cultivate firm reputation among referral sources and the community Consult with clients on...
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Financial Advisor
4 days ago
New York, United States Equitable Advisors LLC Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and...
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Financial Advisor
1 week ago
New York, United States The Judson Group Full timeFinancial Advisor | Morristown, New Jersey Reference Number: MHH7364 Location: Morristown, New Jersey Judson Group has been retained by a leading wealth and financial services company in the search for a Financial Advisor. The firm is known for their commitment to building UHNW client relationships and providing financial planning and investment management...
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Financial Advisor Assistant
1 week ago
New York, United States Momentum Resource Solutions Full timeJob DescriptionJob DescriptionResponsibilities:- Provide support to Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments- Partnering with the RegD and Product Management teams, regarding qualification and after sales/performance inquiries-...
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Senior Financial Advisor
2 weeks ago
New York, United States Avior Executive Search Full timeJob DescriptionJob DescriptionFull Time Senior Financial AdvisorOur client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.Responsibilities:Must have an established portfolio of 100M...
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Financial Advisor
1 week ago
New York, United States Alliance Global Partners Full timeJob DescriptionJob Description Financial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial...
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Merrill Financial Solutions Advisor
Found in: beBee jobs US - 2 weeks ago
New York, New York, United States Bank of America Full timeJob Description:At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial...
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Financial Advisor/Financial Planner
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
New York, United States John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC Full timeThe ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning. They...