Current jobs related to Entry-Level Wealth Advisor - Melville - New York Life - Nassau-Suffolk NY

  • Entry-Level Wealth Advisor

    4 weeks ago

    Melville, United States New York Life - Nassau-Suffolk NY Full time

    Description Are you passionate about developing your skills in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and start a fulfilling journey with us. Collaborate closely with clients to offer expert advice and comprehensive financial planning to help them reach their financial objectives. Focus on...

  • Entry-Level Wealth Advisor

    2 months ago

    Melville, United States New York Life - Nassau-Suffolk NY Full time

    Description Are you an enthusiastic individual keen on honing your expertise in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and embark on a rewarding journey with us. Responsibilities: Collaborate closely with clients to provide expert guidance and holistic financial planning to aid them in achieving...

  • Entry-Level Financial Advisor

    2 months ago

    Melville, United States New York Life Full time

    Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills...

  • Entry-Level Financial Advisor

    3 weeks ago

    Melville, United States New York Life Full time

    Description We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills...

  • Financial Advisor Entry-Level Position

    3 days ago

    Melville, New York, United States National Life Full time

    Job OpportunityWe are seeking a talented and motivated individual to join our team as an entry-level financial advisor. As a financial advisor, you will work directly with clients to compile financial profiles and provide sound financial advice based on their individual income, financial goals, and other factors contributing to wealth management.Key...

  • Entry-Level Financial Advisor

    4 weeks ago

    Melville, United States New York Life - Melville Full time

    Job DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...

  • Entry-Level Financial Advisor

    2 months ago

    Melville, United States New York Life - Melville Full time

    Job DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...

  • Entry-Level Financial Consultant

    2 weeks ago

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

    About the RoleWe are seeking a highly motivated and strategic Financial Advisor to join our team at New York Life. As an entry-level Financial Advisor, you will play a key role in helping clients achieve their financial goals through a variety of planning services.Key ResponsibilitiesProvide expert recommendations for investment products, financial plans,...

  • Junior Wealth Management Advisor

    4 weeks ago

    Melville, New York, United States NYL - Melville Office Full time

    Position OverviewWe are looking for a motivated and strategic Financial Consultant to join our team in an entry-level capacity, offering significant opportunities for professional advancement and a bright career trajectory. The ideal candidate will be passionate about assisting clients in recognizing and fulfilling their financial aspirations through a...

  • Wealth Management Associate

    6 days ago

    Melville, New York, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving...

  • Wealth Management Associate

    6 days ago

    Melville, New York, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving...

  • Wealth Management Associate

    4 days ago

    Melville, New York, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our TeamOur Financial Professionals come from a variety of backgrounds, including recent...

  • Associate Financial Advisor

    2 months ago

    Melville, United States NYL - Melville Office Full time

    Description We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills...

  • Financial Advisor Trainee

    4 weeks ago

    Melville, New York, United States New York Life - Nassau-Suffolk NY Full time

    Are you seeking a rewarding career path filled with opportunities and a structured roadmap? New York Life - Nassau-Suffolk NY is looking for Entry-Level Financial Advisors committed to assisting families in securing their financial futures and protecting their loved ones. This position is more than just a job; it offers a chance to earn a competitive income,...

  • Wealth Management Associate

    5 days ago

    Melville, New York, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, focusing on the unique needs...

  • Wealth Management Consultant

    4 weeks ago

    Melville, New York, United States Equitable Holdings Full time

    About Equitable HoldingsEquitable Advisors is a distinguished firm in the wealth management sector, recognized for its commitment to excellence and client satisfaction.Our MissionWe are dedicated to empowering our clients to achieve their financial aspirations, ensuring they have the confidence to lead long and fulfilling lives.Key ResponsibilitiesProvide...

  • Financial Advisor

    1 month ago

    Melville, United States NYL - Melville Full time

    Job DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...

  • Wealth Management Professional

    9 hours ago

    Melville, New York, United States Equitable Advisors Full time

    Unlock Your Potential as a Wealth Management AssociateAt Equitable Advisors, we're committed to helping individuals build fulfilling futures. As a Wealth Management Associate, you'll play a vital role in helping clients achieve their financial objectives.Key Responsibilities:Analyze financial information to develop tailored strategies and recommend suitable...

  • Insurance Operations Specialist

    3 weeks ago

    Melville, New York, United States Point Wealth Management Full time

    About Point Wealth ManagementWe are a leading wealth management firm dedicated to providing exceptional financial services to high net worth individuals, business owners, and families. Our team of experienced professionals is committed to delivering personalized solutions that meet the unique needs of our clients.Job OverviewWe are seeking a highly motivated...

  • Insurance Operations Associate

    4 weeks ago

    Melville, United States Point Wealth Management Full time

    Insurance Operations Associate/ Life Insurance SpecialistAbout Point Wealth Management:At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this promise, our team gets to live lives they are proud of, do work that excites and...

Entry-Level Wealth Advisor

4 months ago

Melville, United States New York Life - Nassau-Suffolk NY Full time
Description

Are you a motivated individual eager to enhance your skills in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and start a fulfilling journey with us.

Responsibilities:
  • Work closely with clients to offer expert advice and comprehensive financial planning to help them reach their financial objectives.
  • Focus on engaging and retaining clients, assisting them in structuring and strategizing their financial goals.
What we offer:
  • Ongoing support and collaboration in a positive work environment.
  • Perfect for those seeking to deepen their understanding of Investment and Financial Planning.
  • Full-time position with excellent training provided, regardless of previous experience.


Salary: $116,000 annually + Full Benefits

Responsibilities

•Provide clients with financial guidance and education to create custom retirement plans and investment strategies
•Analyze clients' financial situations and provide advice on risk management strategies
•Keep up to date with relevant financial regulations and news, and communicate changes to clients
•Identify opportunities to increase clients' financial performance and profitability
•Find and obtain clients to build a financial services practice
•We work with business owners, individuals, and families

Qualifications

•US Work Authorization
•Excellent people skills and communication skills
•Some experience in a sales or financial services-related position preferred
•Proficient in the use of Microsoft Office and other financial systems
•Competitive
•College Degree
•Life and health, SIE, Series 6 or 7 preferred but not required
•Coachable
•Previous Management skills are a plus
•Sales skills are a plus