Current jobs related to EntryLevel Financial Advisor - Melville - New York Life

  • Financial Advisor

    4 weeks 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...

  • Associate Financial Advisor

    1 month 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

    2 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,...

  • Financial Services Advisor

    1 month ago

    Melville, United States New York Life - Carpio Team Full time

    Job DescriptionJob DescriptionWe’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex...

  • Entry-Level Financial Advisor

    2 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...

  • 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

    2 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...

  • Financial Professional

    2 days ago

    Melville, United States New York Life Full time

    We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities:...

  • Client Service Associate

    1 day ago

    Melville, New York, United States Stifel Financial Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will play a critical role in supporting our financial advisors and ensuring the smooth operation of our client accounts.Key ResponsibilitiesProvide exceptional customer service to...

  • Financial Professional

    2 months ago

    Melville, United States The Ladders Full time

    Description We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!...

  • Financial Professional

    2 months ago

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

    Job DescriptionJob DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication...

  • Financial Planning Specialist

    10 hours ago

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

    Financial Planning Specialist We are seeking a skilled Financial Planning Specialist 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. The successful candidate will be...

  • Entry-Level Financial Consultant

    4 days 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,...

  • Associate Financial Planner

    6 days ago

    Melville, United States NYL - Melville Office Full time

    Description Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication,...

  • Advisor Development Program

    1 month ago

    Melville, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Financial Services Professional

    7 days ago

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

    We are seeking an experienced financial professional to assist our clients in designing and implementing strategies to achieve their long-term financial goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication...

  • Financial Services Professional

    15 hours ago

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

    NYL - Melville Office is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing tailored financial plans to meet the unique needs of our clients. This role requires excellent communication and math skills, as well as the ability to work collaboratively with our team to provide strategic...

  • Financial Services Professional

    2 days ago

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

    About NYL - Melville OfficeWe are a rapidly expanding financial services firm seeking a talented Financial Services Professional to join our team. As a Financial Services Professional, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Develop tailored financial plans that consider clients' life stage,...

  • Financial Services Professional

    2 months ago

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

    Are you on the lookout for a promising career path with endless opportunities and a clear roadmap? The New York Life Long Island General Office is in search of Entry-Level Financial Professionals dedicated to helping families safeguard their financial futures and protect their dear ones. This role goes beyond just being another job - it presents a chance to...

EntryLevel Financial Advisor

2 months ago

Melville, United States New York Life Full time

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Compensation: $84,000 at plan yearly + Benefits

•

#J-18808-Ljbffr