Current jobs related to Financial Advisor - New York - gpac

  • Financial Advisor

    2 months ago

    New York, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join The Empire City Financial Group.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience....

  • Financial Advisor Journalist

    4 weeks ago

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

    Financial 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

    4 weeks ago

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

    About 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...

  • Junior Financial Advisor

    3 days ago

    New York, United States Fortis Lux Financial Full time

    Overview: We are a growing Financial Planning firm based in Midtown Manhattan, seeking a motivated and driven Junior Financial Advisor to join us. This salaried position offers an exciting opportunity for someone looking to support three experienced Financial advisors in managing and growing their client base. The role is hybrid, with the flexibility to work...

  • Junior Financial Advisor

    3 days ago

    new york city, United States Fortis Lux Financial Full time

    Overview: We are a growing Financial Planning firm based in Midtown Manhattan, seeking a motivated and driven Junior Financial Advisor to join us. This salaried position offers an exciting opportunity for someone looking to support three experienced Financial advisors in managing and growing their client base. The role is hybrid, with the flexibility to work...

  • Associate Financial Advisor

    6 months ago

    New York, United States Ameriprise Financial Services, LLC Full time

    Associate 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...

  • Senior Financial Advisor Representative

    2 weeks ago

    New York, New York, United States Ameriprise Financial Services, LLC Full time

    Financial Advisor Career Opportunity at Ameriprise Financial Services, LLCJob Summary: We are seeking a highly motivated and skilled Financial Advisor to join our team at Ameriprise Financial Services, LLC. As a Financial Advisor, you will be responsible for developing and implementing comprehensive financial plans for our clients, helping them achieve their...

  • Associate Financial Advisor

    2 months ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate 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...

  • Associate Financial Advisor

    4 weeks ago

    new york city, United States Ameriprise Financial Services, LLC Full time

    Associate 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...

  • Financial Advisor

    3 weeks ago

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

    Job 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 months ago

    new rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    2 months ago

    new rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    4 weeks ago

    New York, New York, United States Lenox Advisors Full time

    Join 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

    3 days ago

    New York, United States JCW Group Full time

    We are partnering with a growing wealth management company to add a driven and results-oriented Financial Advisor to join our dynamic team. As a commission-based advisor, you'll have the opportunity to help clients manage their financial future while earning based on your performance and success. The ideal candidate will have $25mm AUM. This role is fully...

  • Financial Advisor

    2 weeks ago

    New Albany, United States WestPoint Financial Group Full time

    Are you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future....

  • Licensed Financial Advisor

    2 weeks ago

    New Haven, United States National Financial Network Full time

    - Seeking a Licensed Financial Advisor based in New Haven, CT, US- Responsibilities entail collaborating with individuals and local businesses to offer financial services and products- Key focus on safeguarding assets, promoting financial literacy, and fostering wealth accumulation- Opportunity to contribute positively to the community while exploring...

  • Associate Financial Advisor

    1 week ago

    New York, NY, United States Ameriprise Financial Services, LLC Full time

    Associate 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...

  • Financial Advisor

    4 weeks ago

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

    About 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 Associate

    4 weeks ago

    New York, New York, United States Prudential Advisors - NYCNJ Full time

    Financial 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

    4 weeks ago

    New York, New York, United States Prudential Advisors - NYCNJ Full time

    Join 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...

Financial Advisor

2 months ago

New York, United States gpac Full time

Advisors Needed

Are you passionate about making a difference in people's lives through financial empowerment? We partnered with an Private Wealth Firm who are urgently in need of a Financial Advisor You'll have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them achieve success.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, providing personalized financial advice and guidance.
  • Conduct thorough financial assessments to understand clients' current financial situations, goals, and risk tolerance, utilizing your expertise.
  • Design comprehensive financial plans that encompass investment strategies, retirement planning, estate planning, and more, showcasing your skills.
  • Stay up-to-date on market trends, financial products, and industry regulations to provide clients with the most relevant and beneficial advice.
  • Collaborate with other team members, including portfolio managers, analysts, and support staff, to deliver holistic wealth management solutions, leveraging your expertise in the Financial Industry.
  • Act as a trusted advisor, offering ongoing support and guidance to help clients navigate life's financial complexities, drawing upon your experience.

Qualifications:

  • Bachelor's degree in finance, business, economics, or a related field.
  • Previous experience in financial planning, wealth management, or a related role as a Financial Advisor.
  • Strong understanding of investment principles, financial markets, and industry regulations, showcasing your expertise.
  • Excellent communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • Proven track record of building and maintaining client relationships as an Advisor.
  • Relevant certifications such as CFP, CFA, or Series 65 or 7/66 licenses preferred

Benefits:

  • Competitive salary and bonus structure.
  • Comprehensive benefits package
  • Opportunities for professional development and advancement within the company.
  • A supportive and collaborative work environment where your contributions as a Wealth Advisor are valued and recognized.

If you're ready to take the next step in your career and join a dynamic team dedicated to helping clients achieve their financial goals, we want to hear from you Apply now, and embark on an exciting journey of growth and success as a Wealth Advisor. Please email your resume to

esther.holtzclaw@gogpac.com

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.