Financial Advisors in New York
3 weeks ago
Are you a Wiser Financial Advisor?
We have relationships with BD’s, RIA’s & Independents
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Financial Advisor Profile:
Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network.
- Currently they have coverage in over 17 states + D.C. and has leading market share in 7 of the 10 top fastest-growing markets in the U.S.
- Candidates and or teams must have a minimum T-12 of $500K+ with transferable assets
- Both wire house and bank advisors are welcomed to apply
- FAs are paid on loans, investments, and insurance.
- FA’s can continue to grow their practice through other business partners in the firm.
- Larger producers with clients at the Reserve $5M- $25M+ level, can have access to the Client Segmentation Strategy which provides add on services to heighten the client experience.
- Advisors with niche business, they can partner with wealth advisors in their specialty groups (medical, legal, international business and sports & entertainment).
- Our client has an open architecture platform through Envestnet and competitive industry products. FA’s utilize Relationship Advisory Process (RAP) – Financial planning model connecting to IRM. They are a full-service brokerage firm and clear through Fidelity NFS; Salesforce customized for prospecting clients.
- FAs are paid on loans, investments, and insurance. When an FA partners with business partners, they receive sales referral credit which posts to their grid. For example: At a Wire house, Private Bank is competition, here we are partners where the Private Bank handles banking and lending functions, FA handles investments.
- For established advisors, succession planning options to join 3 sunset agreements available (variable fixed, buyout)
Please contact Alan Goldstein of Avior Executive Search directly for any additional information at alan@aviorsearch.com. All information will be kept strictly confidential.
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Bilingual Insurance Agent/Financial Advisor
3 weeks ago
New York, United States New York Life (Brooklyn) Full timeNew York Life (Brooklyn) - We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new...
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Financial Advisor
3 days ago
New York, United States Forest Hills Financial Group Full timeForest 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 longterm results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. About: As a...
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Financial Advisor
4 days ago
New York, United States Forest Hills Financial Group Full timeForest 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 consumers and businesses.About:As a...
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Financial Advisor
4 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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Financial Professional
3 weeks ago
New York, United States New York Life Full timeNew York Life - New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.Unlike most careers, being a Financial Professional...
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(Remote) - Financial professionals
9 minutes ago
New York, United States New York Life Full timeAs a financial professional at New York Life Insurance Company, you will benefit from being a part of a Fortune 100 company with a history of success. Dating back to 1845. Our financial strength, respected brand, wealth of resource, and widely admired corporate culture make New York Life an ideal place to build a career today and for the long term. We are...
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Financial Analyst
22 hours ago
New York, New York, United States New York University Full timeFinancial AnalystUS-NY-New YorkJob ID: Type: Rory Meyers College of Nursing (NS1058)# of Openings: 1Category: Finance/Real Estate/Procurement/Grant ManagementNew York UniversityOverviewThe NYU College of Nursing is a nationally recognized leader in nurse education and innovative research in the field of nursing science. Reporting to the Assistant Director of...
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Donor Relations Associate-New York, NY
3 weeks ago
New York, United States New York Blood Center Full timeDonor Relations Associate-New York, NY Job Locations US-NY-New York Job ID 2024-5607 Category Administrative/Clerical Minimum Rate USD $16.00/Hr. Maximum Rate USD $16.00/Hr. Work Location Type Physical Overview At New York Blood Center, one of the most comprehensive blood centers in...
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Donor Relations Associate-New York, NY
2 weeks ago
New York, United States New York Blood Center Full timeOverview At New York Blood Center, one of the most comprehensive blood centers in the world, our focus is on cultivating excellence by merging cutting-edge innovation with diligent customer service, groundbreaking research, and comprehensive program and service development. Join us as we work towards meeting and exceeding the growing needs of our diverse...
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Experienced Financial Advisor
3 weeks ago
New York, United States Fifth Avenue Financial Full timeJob DescriptionJob DescriptionFifth 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 objectivesAnalyze customer financial...
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Financial Advisor
3 weeks 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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Associate Financial Advisor
3 weeks 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
4 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
8 hours 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
4 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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New York, United States New York Cleaning Wizards Full timeOverview: We are seeking Residential Cleaning Subcontractors to join our team. If you have experience in residential cleaning, hotel housekeeping, commercial cleaning, or related fields, we want to hear from you. **Responsibilities**: - Clean and sanitize designated areas, including but not limited to restrooms, offices, common areas, and kitchens - Sweep,...
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Donor Relations Associate-new York, Ny
6 days ago
New York, United States New York Blood Center Inc Full timeOverview: At New York Blood Center, one of the most comprehensive blood centers in the world, our focus is on cultivating excellence by merging cutting-edge innovation with diligent customer service, groundbreaking research, and comprehensive program and service development. Join us as we work towards meeting and exceeding the growing needs of our diverse...
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Insurance Coordinator-New York, NY
3 weeks ago
New York County, New York, United States New York Blood Center Inc Full timeOverview: At New York Blood Center Enterprises (NYBCe), one of the most comprehensive blood centers in the world, our focus is on cultivating excellence by merging cutting-edge innovation with diligent customer service, groundbreaking research, and comprehensive program and service development. Join us as we work towards meeting and exceeding the growing...
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Financial Advisor
4 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
3 weeks 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...