Financial Advisor
3 days ago
A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning.
Job Responsibilities
- Goal Planning: They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances.
- Budgeting: Advisors can help you create a budget to boost savings and manage expenses.
- Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs.
- Retirement Planning: Advisors assist with retirement planning, helping you navigate employersponsored plans like 401(k)s and other options such as IRAs.
- Taxes: While not all advisors handle tax filings, most can offer guidance considering current and future tax implications.
- Insurance: They can help determine if life insurance or annuity products are suitable for you.
- Help client with financial planning.
- Retirement plans or disabilities.
- Act as a financial advisor.
- Pick up a new account 1 weekly, (own book of business or they will help them to build one).
- Handle and grow own book of business.
- College educated, but not mandatory.
- Mandatory Licenses:
- Series 7 registered rep
- Series 6
- Series 63 or 65
- Experience as a financial advisor of at least 1 year.
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Senior Financial Advisor
6 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
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Senior Financial Advisor
7 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
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Financial Advisor
1 month ago
New York, United States Prudential Financial Full timePrudential is now powered by LPL’s industry-leading platform, giving advisors access to state-of-the-art, fully integrated technology hub and comprehensive support, research and transition services.I am looking to hire an experienced financial professional that is interested in working with our existing book of clients.In addition to a lucrative sign-on...
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Associate Financial Advisor
7 months ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate 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...
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Associate Financial Advisor
6 days ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate 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...
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Proven Financial Advisor Leader
1 week ago
New York, New York, United States Prudential Financial Full timeJob SummaryWe are seeking a Proven Financial Advisor Leader to join our team. As a senior member of our team, you will be responsible for leading high-performing teams, developing and implementing business strategies, and driving revenue growth.You will also provide expert guidance on investment products and strategies, as well as build and maintain strong...
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Financial Advisor
1 day ago
New Haven, United States National Financial Network Full timeJob 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...
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Associate Financial Advisor
3 months ago
new york city, United States Ameriprise Financial Services, LLC Full timeAssociate 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...
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Executive Financial Services Manager
2 weeks ago
New York, New York, United States Advisor Group Full timeWe are looking for an Executive Financial Services Manager to join our Advisor Group team. The successful candidate will have a strong background in relationship management and a proven track record of driving business growth. In this role, you will oversee all aspects of our Financial Institutions territory, including developing and executing strategies to...
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Financial Advisor
2 months ago
New Albany, United States WestPoint Financial Group Full timeAre you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future....
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Licensed Financial Advisor
3 days ago
New Haven, United States National Financial Network Full timePosition available for a Licensed Financial Advisor in New Haven, CT, US. Duties involve collaborating with individuals and local businesses to offer financial services and products. Focus on safeguarding assets, advancing financial literacy, and fostering wealth accumulation. Opportunity to contribute positively to the community and pursue personal and...
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Financial Advisor Trainee
3 weeks ago
New York, New York, United States Prudential Advisors - NYCNJ Full timeAs a Financial Advisor Trainee at Prudential Advisors in NYC/NJ, you will have the opportunity to build a successful career in wealth management. With a strong focus on developing effective strategies and building long-term relationships with clients, this role is ideal for those who are passionate about finance and customer service.About the JobWe are...
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Wealth Management Advisor
2 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
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Wealth Management Advisor
2 days ago
New York, United States UpTick Financial- Advisor Recruiters and Consultants Full timeAre you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer?Our client, a top Broker-Dealer with over $100 billion in AUM and over 90 offices in the US has built its culture around passion, integrity, respect, teamwork, and the desire that other firms may struggle to provide....
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New York, New York, United States Raymond James Financial Incorporated Full timeAs a Strategic Risk Advisor for Financial Institutions, you will play a critical role in helping us navigate the complex world of risk management. We are seeking a highly experienced professional with a deep understanding of risk management principles and practices in the capital markets industry.The estimated salary for this role is $220,000 - $270,000 per...
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New York, New York, United States Advisor Group Full timeJob Summary:The Executive Director, Financial Services Relationship Specialist will be responsible for managing a portfolio of financial institution clients. The goal is to build and maintain strong relationships with key decision-makers at each institution.Key Responsibilities:Develop and implement client relationship management strategies.Collaborate with...
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Financial Advisor
7 days ago
New York, United States MP: Wired for HR Full timeJOB SUMMARY: Financial Advisor - New York City We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all...
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Financial Advisor
3 days ago
New York, United States MP: Wired for HR Full timeJOB SUMMARY: Financial Advisor - New York City We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all...
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Experienced Financial Professional
1 month ago
New York, New York, United States Prudential Financial Full timeWe are seeking a highly skilled Financial Advisor to join our team at Prudential Financial. As an advisor, you will be responsible for working with our existing book of clients and leveraging our industry-leading platform to grow your practice.We offer a competitive compensation package, including a base salary of $90,000, plus a high payout structure of up...
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Financial Advisor
2 months ago
New York, United States Lenox Advisors Full timeJob Description If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch. As a Lenox Advisor,...