Associate Financial Planner

4 weeks ago


Melville, United States NYL - Melville Full time

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 related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • A required Bachelor’s degree in business administration, finance, or similarly related field • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Must have the ability to successfully network and prospect for new clients •

Must live in or near Long Island, Brooklyn, or Queens

Compensation: $100,000 at plan yearly



#J-18808-Ljbffr


  • Financial Advisor

    1 week ago


    Melville, United States NYL - Melville Full time

    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, superb math...


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

    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 related to...

  • Financial Advisor

    1 week ago


    Melville, United States NYL - Melville Full time

    Job DescriptionJob DescriptionOur 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 clients achieve their monetary goals. Successful financial planning is rooted in excellent...

  • Financial Advisor

    19 hours ago


    Melville, United States NYL - Melville Full time

    Job DescriptionJob DescriptionOur 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 clients achieve their monetary goals. Successful financial planning is rooted in excellent...


  • Melville, United States Ameriprise Financial Full time

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...


  • Melville, United States Ameriprise Financial Full time

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

  • Production Planner

    1 month ago


    Melville, United States Stellant Systems Full time

    Overview: **Job Title: Production Planner** **Job Location: Melville, NY** **Salary: $50,000-$85,000/yr** Responsible for the release of materials to operations and the coordination of material flow between departments. Manages the workflow priorities and resolves material issues to meet on-time deliveries. Provides accurate reports on the location and...


  • Melville, United States Equitable Holdings Full time

    Financial Professional - NY, Melville (5029) Equitable Holdings Mar 06, 2024 Finance Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a...


  • Melville, United States Forest Hills Financial Group Full time

    **Job description** **Overview** Hector is the Director of Investments at an independent financial planning and wealth management firm, Forest Hills Financial Group. Since 1980, we have been helping individuals and businesses plan and pursue their financial objectives, and create strategies aligned with their needs. In addition to his role as Director of...


  • Melville, United States FlexStaff Full time

    The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience. **Responsibilities**: - Assists in the verification of insurance benefits for services prior to admission - Obtains timely...


  • Melville, United States Community Development C Full time

    Job DescriptionJob DescriptionCDLI Overview Community Development Long Island (CDLI) is the only full-service collection of community development entities that change Long Islanders lives for success in home creation and financial security and growth. Offering the resources that contribute to personal and community economic growth. Position...


  • Melville, United States Community Development C Full time

    Job DescriptionJob DescriptionCDLI Overview Community Development Long Island (CDLI) is the only full-service collection of community development entities that change Long Islanders lives for success in home creation and financial security and growth. Offering the resources that contribute to personal and community economic growth. Position...


  • Melville, United States Community Development C Full time

    Job DescriptionJob DescriptionCDLI Overview Community Development Long Island (CDLI) is the only full-service collection of community development entities that change Long Islanders lives for success in home creation and financial security and growth. Offering the resources that contribute to personal and community economic growth. Position...


  • Melville, United States Reliant Home Funding, Inc. Full time

    **Job Title: Entry-Level Mortgage Operations Associate** **Company**: Join our dynamic team at Reliant Home Funding, Inc, a leading player in the residential mortgage industry. As one of the nation's premier mortgage lenders, we are dedicated to providing exceptional service and innovative solutions to our clients. **Position Overview**: Are you a recent...


  • Melville, United States Community Development C Full time

    The Opportunity CDLI is seeking a Administrative Associate - Quality Control and Repayments to join our dynamic, diverse, and mission-driven team. This is an exciting opportunity to join a growing, award-winning company that is at the forefront of the sustainable housing community on Long Island. The ideal candidate will be extremely capable of performing...


  • Melville, United States Community Development C Full time

    The Opportunity CDLI is seeking a Administrative Associate - Quality Control and Repayments to join our dynamic, diverse, and mission-driven team. This is an exciting opportunity to join a growing, award-winning company that is at the forefront of the sustainable housing community on Long Island. The ideal candidate will be extremely capable of performing...


  • Melville, United States Community Development C Full time

    Job DescriptionJob DescriptionThe OpportunityCDLI is seeking a Administrative Associate - Quality Control and Repayments to join our dynamic, diverse, and mission-driven team. This is an exciting opportunity to join a growing, award-winning company that is at the forefront of the sustainable housing community on Long Island.The ideal candidate will be...


  • Melville, United States Community Development C Full time

    Job DescriptionJob DescriptionThe OpportunityCDLI is seeking a Administrative Associate - Quality Control and Repayments to join our dynamic, diverse, and mission-driven team. This is an exciting opportunity to join a growing, award-winning company that is at the forefront of the sustainable housing community on Long Island.The ideal candidate will be...


  • Melville, United States PSEG Full time

    **Requisition**: 78614 **PSEG Company**: PSEG Long Island **Salary Range**: $ 21.03 - $ 26.77 **Incentive**: Not applicable **Work Location Category**: Hybrid PSEG operates under a Flexible Work Model where flexible work is offered when job requirements allow. In support of this model, roles have been categorized into one of four work location...


  • Melville, United States Catholic Health Full time

    ***: The Practice Support Educator serves as a training and administrative liaison and resource person for operations staff members to include Practice Managers and Patient Support Associates within in the CHPP Medical Offices. The Practice Support Educator provides support and guidance for adherence to policies and procedures, and is responsible for...