Financial Advisor
6 days ago
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: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Serve as a collaborative team player willing to further development through continued training opportunities • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Qualifications: • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • A required Bachelor’s degree in business administration, finance, or similarly related field • Valid FINRA Series 7 & 63/66 preferred but not required • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • 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
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Compensation:
$100,000 per year
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Financial Advisor
2 months ago
Melville, New York, United States Northwestern Mutual Full timeUnlock 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...
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Financial Solutions Advisor
3 weeks ago
Melville, New York, United States Bank of America Full timeMerrill 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...
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Senior Financial Advisor
3 weeks ago
Melville, New York, United States HBK CPAs & Consultants Full timeSenior 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...
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Senior Financial Advisor
3 weeks ago
Melville, New York, United States HBK CPAs & Consultants Full timeSenior 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...
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Senior Financial Advisor
3 weeks ago
Melville, New York, United States HBK CPAs & Consultants Full timeSenior 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...
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Financial Solutions Advisor
2 weeks ago
Melville, New York, United States Bank of America Full timeJob Description:Merrill 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 provides personalized advice and guidance to help clients achieve their financial goals.We are seeking a Financial Solutions Advisor to...
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Senior Financial Advisor
6 days ago
Melville, United States Spartan Placements LLC Full timeSenior Financial AdvisorQUALIFICATIONS Bachelor's Degree in business or finance. 7+ years' experience as a personal financial advisor/planner Industry related professional designations such as CFP preferred The ideal candidate will possess the Series 7, 63, 65, or 66 as well as insurance licenses This individual will be highly motivated with a strong desire...
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Senior Financial Advisor
2 weeks ago
Melville, New York, United States Spartan Placements LLC Full timeJob 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...
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Entry-Level Financial Advisor
1 month ago
Melville, United States New York Life - Melville 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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Melville Financial Services Professional
1 month ago
Melville, New York, United States Voya Financial Advisors Inc Full timeFinancial 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)...
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Melville Financial Services Representative
2 weeks ago
Melville, New York, United States Voya Financial Advisors Inc Full timeFinancial Advisor Role OverviewVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a Financial Advisor to work within plan sponsor relationships in the K-12 market.This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant...
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Melville Financial Services Representative
2 weeks ago
Melville, New York, United States Voya Financial Advisors Inc Full timeFinancial Advisor Role OverviewVoya Financial Advisors, Inc. is seeking a skilled Financial Advisor to work with plan sponsor relationships in the K-12 market. This position will involve 403(b) enrollment, retirement and investment counseling, and participant education and seminars.Key ResponsibilitiesProspect, schedule and conduct one on one retirement...
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Senior Financial Advisor
3 weeks ago
Melville, New York, United States Point Wealth Management Full timeAbout 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...
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Melville Financial Services Representative
2 weeks ago
Melville, New York, United States Voya Financial Advisors Inc Full timeFinancial Services Professional OpportunityVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a Financial Services Professional to work within plan sponsor relationships in the K-12 market.This position will be responsible for 403(b) enrollment, retirement and investment...
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Financial Advisor/ Management Fast Track
1 month ago
Melville, United States New York Life Full timeJob DescriptionJob DescriptionWe’re looking for professionals who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a 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...
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Senior Financial Advisor
2 weeks ago
Melville, New York, United States Spartan Placements LLC Full timeJob SummaryWe are seeking a highly skilled Senior Financial Advisor to join our team at Spartan Placements LLC. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...
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Financial Solutions Advisor
2 weeks ago
Melville, New York, United States Bank of America Full timeMerrill 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.We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different...
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Financial Services Representative
3 weeks ago
Melville, New York, United States NYL - Melville Office Full timeFinancial Advisor Job DescriptionWe are seeking a skilled and strategic Financial Advisor to join our team at NYL - Melville Office. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals through a variety of planning services.Key Responsibilities:Client Relationship Management: Develop and maintain strong...
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Financial Services Specialist
1 month ago
Melville, New York, United States New York Life Full timeFinancial Advisor Job DescriptionOur firm is rapidly expanding and we are seeking an experienced Financial Advisor to provide expert advice to our clients and help them achieve their financial goals. We are looking for someone with a proven track record of advising long-term clients, possessing exceptional math, analysis, and customer service skills.Key...
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Financial Services Representative
1 month ago
Melville, New York, United States National Life Full timeJoin Our Team as a Financial AdvisorAwarded best workplace on Long Island, we're seeking a dedicated and personable candidate to fill an entry-level position that offers room for growth and a promising career outlook. As a financial advisor, you'll work directly with clients to compile financial profiles, providing sound advice based on individual income,...