Current jobs related to Associate Financial Advisor - Melville - NYL - Melville Office

  • Senior Financial Advisor

    2 days ago

    Melville, New York, United States HBK CPAs & Consultants Full time

    Senior Financial AdvisorAt HBK CPAs & Consultants, we are seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for coordinating and rendering services to our clients, enhancing client relations, supervising and developing other team members, and managing all client relationships in...

  • Financial Advisor

    4 weeks ago

    Melville, New York, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping our clients achieve their financial goals. As a Financial Advisor, you'll play a critical role in creating personalized financial plans that meet the unique needs and aspirations of our clients.What You'll Do:Partner with clients to understand their financial...

  • Financial Advisor

    3 weeks ago

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

    Job OpportunityWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team at NYL - Melville Office. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Develop and implement tailored financial plans to meet the unique needs of our...

  • Senior Financial Advisor

    3 hours ago

    Melville, New York, United States Spartan Placements LLC Full time

    Job SummaryAs a Senior Financial Advisor at Spartan Placements LLC, you will be responsible for providing expert financial planning and wealth management services to clients. This includes creating personalized financial plans, managing client relationships, and ensuring the accuracy of information in our client relationship management system. You will also...

  • Financial Advisor

    4 weeks ago

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

    Job OverviewNew York Life is seeking a talented Financial Planner to join our Serpico Team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.Key ResponsibilitiesGather and assess client financial information to determine factors such as financial status, cash flow,...

  • Financial Solutions Advisor

    5 days ago

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

    Merrill Financial Solutions Advisor Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.Key...

  • Senior Financial Advisor

    5 days ago

    Melville, New York, United States HBK CPAs & Consultants Full time

    Senior Financial Advisor OpportunityHBK CPAs & Consultants is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Senior Financial Advisor

    5 days ago

    Melville, New York, United States HBK CPAs & Consultants Full time

    Senior Financial Advisor OpportunityHBK CPAs & Consultants is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Financial Planning Associate

    5 days ago

    Melville, New York, United States NFP Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at NFP and Wealthspire Advisors. As a key member of our wealth management team, you will play a critical role in supporting our advisors in delivering exceptional client experiences.Key ResponsibilitiesProvide exceptional support to our advisors...

  • Financial Services Associate

    2 weeks ago

    Melville, New York, United States Stifel Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Registered Client Service Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service, assisting with client account maintenance, and performing various administrative tasks.Key ResponsibilitiesAssist clients with...

  • Entry-Level Financial Advisor

    3 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...

  • Melville Financial Services Professional

    3 weeks ago

    Melville, New York, United States Voya Financial Advisors Inc Full time

    Financial Advisor Opportunity in Melville, NYVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a skilled Financial Advisor to join our team in the Melville, NY area. As a Financial Advisor, you will work with plan sponsor relationships in the K-12 market, providing 403(b)...

  • Melville Financial Services Professional

    3 weeks ago

    Melville, New York, United States Voya Financial Advisors Inc Full time

    Financial Advisor Opportunity in Melville, NYVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a skilled Financial Advisor to join our team in the Melville, NY area. As a Financial Advisor, you will work with plan sponsor relationships in the K-12 market, providing 403(b)...

  • Entry-Level Financial Advisor

    4 weeks ago

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

    Description Exciting opportunity awaits an Entry-Level Financial Advisor position in Melville, NY Seeking dedicated individuals to join the New York Life Long Island General Office Assist in securing the financial futures of families, business owners, and corporations Craft your professional path with independence and make a positive impact on households...

  • Entry-Level Financial Advisor

    4 weeks ago

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

    Description Exciting opportunity awaits an Entry-Level Financial Advisor position in Melville, NY Seeking dedicated individuals to join the New York Life Long Island General Office Assist in securing the financial futures of families, business owners, and corporations Craft your professional path with independence and make a positive impact on households...

  • Financial Advisor Entry-Level Position

    4 weeks 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

    3 weeks ago

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

    Job DescriptionJob DescriptionExciting opportunity awaits an Entry-Level Financial Advisor position in Melville, NY Seeking dedicated individuals to join the New York Life Long Island General Office Assist in securing the financial futures of families, business owners, and corporations Craft your professional path with independence and make a positive impact...

  • Senior Financial Advisor

    5 days ago

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

    About Point Wealth ManagementWe are a team of experienced wealth management professionals dedicated to providing exceptional service to our clients. Our mission is to help our clients achieve their financial goals through personalized guidance and strategic planning.Role OverviewWe are seeking a Senior Lead Financial Advisor to join our team. This role will...

  • Financial Planning Associate

    4 days ago

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

    Financial Advisor Opportunity at NYL - Melville OfficeWe are seeking a motivated and detail-oriented Financial Advisor to join our team at NYL - Melville Office. As a key member of our financial services team, you will play a crucial role in helping clients achieve their financial goals through personalized planning and guidance.Key Responsibilities:Develop...

  • Entry-Level Financial Advisor

    4 weeks ago

    Melville, United States National Life Full time

    Description Awarded best workplace on Long Island in 2020, 2021, and 2022. We are looking for energetic, personable, and reliable candidates to fill an entry-level position that offers room for growth and a promising career outlook. You will work directly with clients to compile financial profiles that allow you to provide sound financial advice based on...

Associate Financial Advisor

3 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 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

•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
•Serve as a collaborative team player willing to further development through continued training opportunities
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•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

Qualifications

•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
•A Bachelor's degree in finance, business administration, or alternate related analytical field is required
•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
•Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus