Current jobs related to Associate Financial Advisor - New York - The QTI Group

  • Associate Financial Advisor

    5 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...

  • Associate Financial Advisor

    5 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...

  • Associate Financial Advisor

    1 week 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

    1 month 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 Services Advisor

    1 month ago

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

    Associate 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

    1 month 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

    1 month 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 Associate

    2 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

    2 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 Journalist

    2 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...

  • Compliance Associate

    3 days ago

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

    Compliance 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...

  • Financial Services Associate

    1 week ago

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

    Job 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 Services Associate

    2 weeks ago

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

    Job 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...

  • Financial Advisor IQ Reporter

    1 week 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...

  • Financial Services Associate

    3 weeks ago

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

    Job SummaryWe are seeking a highly organized and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will provide administrative support to our Financial Advisors, assist with client account maintenance, and perform various clerical functions.Key ResponsibilitiesAssist Financial Advisors with client account opening...

  • Junior Associate Client Advisor

    4 weeks ago

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

    About the RoleVoya Financial is seeking a highly motivated and detail-oriented Junior Associate Client Advisor to join our team. As a Junior Associate Client Advisor, you will play a key role in supporting our Client Advisors in driving sales of Voya Investment Management strategies across public and corporate plans, E&Fs, and Sub-advisory firms.Key...

  • Financial Advisor

    2 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...

  • Junior Associate Client Advisor

    3 weeks ago

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

    About the OpportunityWe are seeking a highly motivated and detail-oriented Junior Associate Client Advisor to join our team at Voya Financial. As a key member of our Institutional Sales team, you will play a critical role in supporting our Client Advisors in driving sales of Voya Investment Management strategies across public and corporate plans, E&Fs, and...

  • Financial Services Associate

    1 week ago

    New York, New York, United States National Financial Partners Corp. Full time

    Wealthspire Advisors is a Fee-Only Fiduciary with a strong presence across the East Coast, West Coast, Midwest, and Mid-Atlantic regions, delivering exceptional service to clients through tailored portfolios and personalized financial plans.Our team is committed to a culture of transparency, collaboration, and accountability, with the ultimate goal of...

  • Financial Advisor

    4 days 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...

Associate Financial Advisor

2 months ago

New York, United States The QTI Group Full time

Summary: Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor (including SIE, Series 7, Series 66, or equivalents) to support their growing client base With the support of the newest technology and a strong team, the Associate Financial Advisor will play an instrumental role in creating and delivering unique client experiences to help them achieve their financial goals. This position will operate onsite on the west side of Madison, with regular office hours Monday-Friday 8:00 a.m.-5:00 p.m. Salary is $100,000 or more per year based on experience plus bonus opportunities, and a competitive benefits package is offered. Responsibilities: Identify clients to engage or re-engage in planning relationships Perform case analysis, develop recommendations, and create planning deliverables Prepare for and participate in client meetings, present recommendations Communicate regularly with clients according to agreed upon actions; maintain accurate client records Monitor economy, markets, and world events to determine strategic rebalancing Assess risk tolerance, goals, and timeframe to make recommendations Develop product deliverables and persuade clients to act upon advice Execute trades to align with proposed portfolio; conduct transactions on behalf of clients Actively participate in team meetings, training, and quality improvements Qualifications: Bachelor’s in Business Administration, Finance or related OR equivalent experience 2+ years of experience in a Financial Advisor role or similar* Strong written and verbal communication skills Demonstrated analytical and problem solving skills Positive attitude with willingness to learn, comfortable in small-team dynamic/atmosphere *Assumed securities license (including SIE, Series 7, Series 66, or equivalents) and insurance