Financial Advisor
3 weeks ago
Citizens Wealth Management is a leading provider of investment services, dedicated to delivering exceptional customer experiences and expanding our market presence in the states we serve. We are seeking a talented Financial Advisor - Portfolio Growth Specialist who will proactively identify and sell a broad range of Investment and Insurance products to customers.
The Virtual Financial Advisor is a key role within our Wealth Management division, responsible for developing personalized financial strategies for mass affluent clients. This trusted advisor will work with customers virtually via phone and video, growing client assets, retaining and acquiring new clients, and maintaining compliance with all Citizens Financial Group policies and procedures.
About the Role- Focus on Clients: Deliver world-class customer service and strive to meet and exceed identified sales goals.
- Drive Sales: Analyze client investment needs and achieve sales growth objectives by providing an exceptional virtual experience.
- Build Book of Business: Proactively seek ways to develop and expand client relationships.
- Maximize Personal Efficiency: Demonstrate attention to detail, self-motivation, and resourcefulness to achieve branch and personal goals.
- Grow Your Capabilities: Actively participate in opportunities to expand knowledge, influencing, and interpersonal skills.
- Active Series 7, 66 (65 and 63), and life insurance licenses.
- Established track record of top-ranked sales performance.
- Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales.
- Able to adapt quickly to changing requirements or environments.
We offer competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. The salary range for this position is $65,000 - $70,000 per year, plus an opportunity to earn additional incentive earnings based on performance. Actual pay is based on various factors, including work location and relevant skills and experience.
-
Financial Advisor Reporter
4 days ago
New York, New York, United States Financial Times Full timeAbout Us">The Financial Times is a leading global news organization, dedicated to delivering high-quality, independent information and services to individuals and companies around the world. Our mission is to provide our readers with the most accurate and comprehensive coverage of business, finance, politics, and culture.We are a dynamic and forward-thinking...
-
Proven Financial Advisor Leader
3 weeks 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...
-
Senior Advisor Business Development Manager
17 hours ago
New York, New York, United States Advisor Group Full timeJob Summary:The Executive Relationship Director is responsible for developing and executing strategies to drive revenue growth and improve relationships with financial institutions. This role involves working closely with program managers and advisors to develop and execute sales plans, fostering strong relationships with senior executives, and managing a...
-
Financial Advisor Development Specialist
2 days ago
New York, New York, United States Ameriprise Financial Services, LLC Full timeAbout Ameriprise Financial Services We foster long-term relationships with our clients by providing personalized financial guidance and tailored recommendations. Our approach is centered around understanding each client's unique needs, goals, and risk preferences. We take the time to listen and develop comprehensive plans that address their priorities. Role...
-
Executive Financial Services Manager
3 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...
-
Financial Advisor Trainee
4 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...
-
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...
-
Retail Financial Advisor
4 days ago
New York, New York, United States TD Bank, N.A. Full timeAbout the RoleWe are looking for a highly motivated Retail Financial Advisor to join our team. This role involves working with customers to provide financial expertise and advice on banking solutions/needs.The estimated annual salary for this position is $75,000 - $95,000, depending on experience.As a Retail Financial Advisor, you will be responsible for...
-
Financial Advisor
4 days ago
New York, New York, United States Baker Tilly US, LLP Full timeBaker Tilly US, LLP invites applications for a Financial Advisor position in our New York office. As a key member of our Real Estate and Construction team, you will be responsible for managing and providing tax, accounting, and advisory services to small business clients.About the Role:As a trusted advisor, you will deliver best-in-class customer service to...
-
Senior Financial Reporter
3 days ago
New York, New York, United States Financial Times Full timeAbout UsThe Financial Times is a leading international news organization with a commitment to delivering high-quality, independent journalism. Our mission is to provide readers with accurate and insightful information on global events, business, and finance.Our CultureWe strive to create an inclusive and supportive work environment that values diversity,...
-
Sales Director for Financial Advisors
3 weeks ago
New York, New York, United States Farther Full timeFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.About the JobWe are seeking an exceptional Sales Manager to drive our ambitious expansion by leading and scaling our team of Financial Advisors.This role combines strategic leadership with hands-on...
-
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...
-
Clinical Financial Advisor
3 weeks ago
New York, New York, United States United Surgical Partners Full timeOverviewNYU Langone Health is a world-class academic medical center seeking a skilled Clinical Financial Advisor to join its team. This role will be responsible for advocating on behalf of patients and their families, investigating insurance benefits, and ensuring accurate billing.About the RoleThe Clinical Financial Advisor will work independently, under...
-
Strategic Financial Advisor
2 weeks ago
New York, New York, United States Ankura Consulting Group, LLC Full time**Ankura Consulting Group, LLC: A Leader in Financial Services Advisory**We are seeking a highly skilled Strategic Financial Advisor to join our team. In this role, you will provide exceptional client service to major financial institutions.The successful candidate will have experience executing consulting projects of various sizes and complexities,...
-
Strategic Financial Advisor
3 weeks ago
New York, New York, United States Flagstar Bank Full timeAbout the Role:The Strategic Financial Advisor is responsible for providing financial guidance and support to key business initiatives at Flagstar Bank. This role involves working closely with senior management to analyze financial data, identify trends, and make recommendations.Key Responsibilities:Develop and maintain financial models to forecast future...
-
Financial Institutions Advisor
2 weeks ago
New York, New York, United States Zurich Insurance Company Ltd Full timeJob Title: Financial Institutions AdvisorLocation: New YorkJob Type: Full-timeSalary: The estimated salary for this role is $90,000 - $135,000 per year, depending on location and level of experience.About Us:Zurich Insurance Company Ltd is a leading global organization that has over 150 years of experience managing risk and supporting resilience. We are...
-
Financial Services Professional
2 weeks ago
New York, New York, United States Fifth Avenue Financial Full timeJob DescriptionFifth Avenue Financial is looking for a highly motivated financial advisor to join our team. As a financial advisor, you will be responsible for building and maintaining client relationships, analyzing financial data, and developing customized financial plans.Key Responsibilities• Build and maintain a portfolio of clients• Analyze customer...
-
Investment Strategy Advisor
3 weeks ago
New York, New York, United States Voya Financial Full timeYour Career PathThis role offers a unique opportunity for professional growth and development. As a US Institutional Junior Associate Client Advisor, you will play a critical part in driving sales of Voya Investment Management strategies across various plans and firms. With a strong track record of success, you may be eligible for promotion to a...
-
Client Advisor Associate
3 weeks ago
New York, New York, United States Voya Financial Full timeAbout Our TeamVoya Financial is a leading provider of investment management and retirement plans. We strive to deliver exceptional results for our clients through our expertise, innovation, and commitment to excellence.We are seeking an Client Advisor Associate to join our team in New York, Atlanta or fully remote. This role will support a team of Client...
-
Financial Compliance Advisor
4 weeks ago
New York, New York, United States Destinationone Consulting Full timeJob OverviewDestinationone Consulting specializes in recruitment across diverse sectors, including CleanTech, Education and EdTech, Government, Health and MedTech, Healthcare and Wellness, Legal, Not-For-Profit, and Public Accounting. We are seeking a highly skilled Financial Compliance Advisor to join our team in New York.Key Responsibilities:Investigate...