Current jobs related to Junior Wealth Management Advisor - Melville, New York - NYL - Melville Office
-
Wealth Management Advisor
3 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeUnlock Your Potential as an Entry-Level Wealth AdvisorAre you passionate about helping individuals and families achieve their financial goals? Do you have a keen interest in wealth management and financial planning? We're seeking an enthusiastic and ambitious Entry-Level Wealth Advisor to join our Melville team.Key Responsibilities:Provide expert guidance...
-
Senior Financial Advisor
2 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...
-
Wealth Management Professional
2 weeks ago
Melville, New York, United States New York Life - Nassau-Suffolk NY Full timeUnlock Your Potential as an Entry-Level Wealth AdvisorAre you passionate about helping individuals and families achieve their financial goals? Do you have a keen interest in wealth management and financial planning? We're seeking a talented Entry-Level Wealth Advisor to join our Melville team and embark on a rewarding career journey with us.Key...
-
Wealth Management Associate
1 week ago
Melville, New York, United States Equitable Services Full timeAbout the RoleWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a Wealth Management Associate, you will play a key role in helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and maintain strong relationships with clients...
-
Wealth Management Professional
5 days ago
Melville, New York, United States Equitable Services Full timeWealth Management Associates at Equitable Advisors play a vital role in helping individuals plan for and protect their financial futures. With a passion for delivering customized financial strategies, our team is dedicated to providing exceptional customer experiences that emphasize trust, guidance, and technology. Whether you're just starting your career or...
-
Senior Financial Advisor
1 week 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...
-
Wealth Management Professional
2 weeks ago
Melville, New York, United States NFP Full timeJoin Our Team as a Wealth Management ProfessionalWealthspire Advisors is a leading independent registered investment advisory firm with a strong commitment to a fiduciary business model. Our team is dedicated to connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each...
-
Senior Financial Advisor
2 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...
-
Investment Operations Associate
2 weeks ago
Melville, New York, United States Point Wealth Management Full timeAbout Point Wealth ManagementAt Point Wealth Management, we strive to deliver exceptional wealth management services while fostering a dynamic and rewarding environment for our employees. Our team is dedicated to helping high-net-worth individuals, business owners, and families achieve their financial goals through a relationship-oriented approach.Investment...
-
Wealth Management Associate
4 weeks ago
Melville, New York, United States Equitable Services Full timeAbout Equitable AdvisorsWe are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving financial needs of our...
-
Wealth Management Associate
1 week ago
Melville, New York, United States Equitable Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors. As a Financial Services Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial...
-
Wealth Management Professional
1 week ago
Melville, New York, United States Equitable Full timeAbout Equitable AdvisorsAt Equitable Advisors, we're driven by our mission to help our clients secure their financial well-being and pursue long and fulfilling lives. We're a respected wealth management firm with a proven track record in the industry, and we're passionate about making a positive impact on the futures of individuals and businesses.Our...
-
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. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.Key...
-
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...
-
Financial Advisor
1 month 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...
-
Senior Financial Advisor
2 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...
-
Accounting Manager
2 weeks ago
Melville, New York, United States NFP Full timeAbout the RoleWe are seeking a highly skilled Accounting Manager to join our team at NFP and Wealthspire Advisors. As a key member of our financial operations team, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.Key ResponsibilitiesManage and execute all accounting functions necessary to...
-
Financial Solutions Advisor
1 week 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...
-
Financial Solutions Advisor
1 week 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...
-
Senior Financial Advisor
2 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...
Junior Wealth Management Advisor
2 months ago
We are looking for a motivated and strategic Financial Consultant to join our team in an entry-level capacity, offering significant opportunities for professional advancement and a bright career trajectory. The ideal candidate will be passionate about assisting clients in recognizing and fulfilling their financial aspirations through a comprehensive range of advisory services.
As part of our team, you will have the chance to develop your expertise in areas such as risk assessment, estate planning, debt management, investment strategies, real estate, retirement solutions, mutual funds, and various investment alternatives. If you are committed to providing exceptional client service and believe this role aligns with your career goals, we encourage you to explore this opportunity.
Compensation:$75,000 - $125,000 annually
Key Responsibilities:- Collect and evaluate each client's financial data to accurately assess their financial situation, cash flow, expectations, goals, retirement plans, and other wealth management factors.
- Take into account clients' life stages, professional situations, and evolving financial requirements when crafting customized financial strategies.
- Be an adaptable and organized team player eager to pursue training and development opportunities.
- Act as a reliable advisor for new clients acquired through proactive outreach to identify and establish potential prospects.
- Provide strategic recommendations on products, plans, and investments to assist clients in achieving their financial objectives.
- A Bachelor's degree in business administration, finance, or a related field is required.
- Excellent communication, relationship-building, and analytical skills to foster a strong customer service foundation for all clients.
- Familiarity with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other relevant business or financial management tools is preferred.
- Basic understanding of financial industry concepts, products, and the role of a financial consultant is desirable.
- Possession of a valid FINRA Series 7 & 63/66 license is preferred but not mandatory.
NYL - Melville Office is part of a Fortune 100 organization with a rich legacy of service. For over 175 years, we have been dedicated to helping families across America safeguard their futures and achieve their financial ambitions. As a mutual company, our commitment lies solely with our policyholders, ensuring that we prioritize their long-term success over external interests.
We take pride in our financial stability:
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody's)
• AA+ Very Strong (Standard & Poor's)
We are also honored to be recognized by organizations that champion diversity:
• Human Rights Campaign: 2022 Corporate Equality Index
• Forbes 2022: America's Best Employers for Diversity
• Latino Leaders 2022 Best Companies for Latinos to Work For
