Strategic Financial Advisor

4 weeks ago


Spring Valley, New York, United States Northwestern Mutual Full time
About the Role

We are seeking a highly motivated and experienced Financial Planning Professional to join our team at Northwestern Mutual. As a key member of our financial services team, you will be responsible for developing and implementing comprehensive financial plans for our clients, helping them achieve their long-term goals and secure their financial futures.

As a Financial Planning Professional, you will work closely with our clients to understand their unique financial situations, goals, and objectives. You will then develop and implement tailored financial plans that address their specific needs, providing guidance on investment strategies, insurance solutions, and other financial products.

We are looking for a professional with a strong background in finance, excellent communication and interpersonal skills, and a passion for helping others achieve their financial goals. If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Provide guidance on investment strategies, insurance solutions, and other financial products
  • Work closely with clients to understand their unique financial situations, goals, and objectives
  • Collaborate with internal teams to ensure seamless delivery of financial services
  • Stay up-to-date with industry trends and developments to provide expert advice to clients

Requirements:

  • Bachelor's degree in Finance, Economics, or related field
  • Minimum 2 years of experience in financial planning or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Proficiency in financial planning software and tools

What We Offer:

  • Competitive salary and bonus structure
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) matching and retirement plan
  • Professional development opportunities and training
  • Collaborative and dynamic work environment

How to Apply:

If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply. Please submit your resume and a cover letter outlining your experience and qualifications for the role.



  • Valley Stream, New York, United States Citizens Full time

    Job SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships. You will engage directly with our clients to exceed their expectations by thinking long term, always doing...

  • Senior Title Officer

    4 weeks ago


    Spring Valley, New York, United States Blackbird Recruiting Full time

    Senior Title OfficerBlackbird Recruiting is seeking a highly experienced Senior Title Officer to lead our title services department. The ideal candidate will have a strong understanding of real estate law and title insurance regulations, as well as exceptional leadership and management skills.Key Responsibilities:Leadership and Strategy: Develop and...


  • Spring Valley, New York, United States Rockland Federal Credit Union Full time

    As the VP of Deposit Operations, you will oversee the strategic direction and daily operations of deposit accounts, ensuring efficient, compliant, and member-focused services. This role involves coordinating cross-functional teams and optimizing processes.Key responsibilities include:Managing critical banking operations such as transaction processing, fraud...

  • Clinical Educator

    4 weeks ago


    Spring Valley, New York, United States MaineHealth Full time

    Job SummaryMaineHealth is offering a competitive sign-on incentive for this Clinical Nurse Educator position.This is a full-time, 36 hour per week position that contributes to education and professional development needs as part of a Regional Education Team.The ideal candidate will be excited to collaborate as part of an interdisciplinary team working with...


  • Valley Stream, New York, United States Citizens Full time

    Job SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships. You will engage directly with our clients to exceed their expectations by thinking long term, always doing...

  • Nurse Educator

    3 weeks ago


    Spring Valley, New York, United States Maine Medical Center Full time

    Job SummaryMaineHealth is committed to providing exceptional care to our communities, and we're seeking a skilled Clinical Nurse Educator to join our team. As a Clinical Nurse Educator, you will contribute to education and professional development needs as part of a Regional Education Team. This role provides a variety of education and learning experiences,...


  • Spring Valley, New York, United States Maine Medical Center Full time

    Job SummaryMaineHealth is offering a $5,000 sign on for this Clinical Nurse Educator position. Current MaineHealth member employees are ineligible; former MaineHealth Members are ineligible until greater than 6 months separation from employment. This is a full-time, 40 hour per week position.We want to take care of the team that cares for our communities....


  • Valley Stream, New York, United States Northwell Health Full time

    Job SummaryWe are seeking a highly skilled Clinical Professional Development Educator to join our team at Northwell Health. This individual will be responsible for developing and implementing staff development and continuing education programs, as well as evaluating the outcomes of staff education.Key ResponsibilitiesAssess learner characteristics, including...


  • Valley Stream, New York, United States Northwell Health Full time

    Clinical Professional Development Educator Job Description**Job Summary:**We are seeking a skilled Clinical Professional Development Educator to join our team at Northwell Health. This role is responsible for developing and implementing staff development and continuing education programs, as well as evaluating the outcomes of staff education.**Key...

  • Financial Advisor

    4 weeks ago


    Spring Valley, Nevada, United States Fidelity Investments Full time

    Job Description:We are seeking a skilled Financial Advisor to join our team at Fidelity Investments. As a Financial Advisor, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.The Expertise We're Looking For:FINRA Series 7 & 63 required prior to...


  • Silver Spring, Maryland, United States B2B CFO Partners LLC Full time

    Unlock Your Potential as a Strategic Business AdvisorAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for helping business owners achieve their goals? B2B CFO Partners LLC is seeking an experienced CFO to join our team as a Strategic Business Advisor. In this role, you will provide a diverse range...


  • Spring Valley, Nevada, United States Trajan Wealth LLC Full time

    Job Opportunity at Trajan Wealth LLCAt Trajan Wealth LLC, we are seeking a seasoned Financial Advisor to join our team. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint into the Las Vegas area.We pride ourselves on our commitment to excellence and fiduciary responsibility. Our integrated...

  • Client Advisor

    3 weeks ago


    Spring Valley, Nevada, United States Spieldenner Financial Group Full time

    Job SummarySpieldenner Financial Group is a leading insurance organization with a focus on providing exceptional service to our clients. We are seeking a highly motivated and results-driven Client Advisor to join our team.The ideal candidate will have a strong passion for helping others and a desire to succeed in a fast-paced sales environment. As a Client...


  • Spring, United States Raymond James Financial Services Full time

    Description Job Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully...


  • Spring Valley, Nevada, United States Bank of America Full time

    About This RoleMerrill is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Financial Solutions Advisor with Merrill, you will play a key role in helping clients pursue their goals through personalized investment advice and guidance.Your ResponsibilitiesAs a Financial...

  • Financial Advisor

    4 weeks ago


    Maple Valley, Washington, United States Edward Jones Full time

    Unlock Your Potential as a Financial Advisor at Edward JonesAre you passionate about helping individuals and families achieve their long-term financial goals? Do you have a knack for building strong relationships and providing personalized investment solutions? If so, we invite you to explore a career as a Financial Advisor at Edward Jones.As a Financial...


  • Spring Hill, Florida, United States Campbell & Company, Wealth Advisors, and Certified Public Accountants Full time

    Job Title: Financial Services AdvisorAt Campbell & Company, Wealth Advisors, and Certified Public Accountants, we are seeking a highly skilled Financial Services Advisor to join our team. As a key member of our advisory team, you will be responsible for executing operational processes for client servicing within the Financial Advisor's book of business.Key...


  • Valley Center, Kansas, United States Farther LLC Full time

    Job Title: Senior Financial AdvisorFarther LLC is seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement...


  • Spring Valley, Nevada, United States Bank of America Full time

    About the Role:We are seeking a highly skilled Senior Financial Solutions Advisor to join our team in the Greater Southern Texas Region. As a Senior Financial Solutions Advisor, you will be responsible for providing comprehensive financial advice and guidance to our clients, helping them achieve their financial goals and live their best financial lives.Key...

  • Financial Advisor

    2 weeks ago


    Hunt Valley, United States Lenox Advisors Full time

    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, you will work...


  • Mill Valley, California, United States Bank of America Full time

    Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...


  • Mill Valley, California, United States Bank of America Full time

    About the RoleMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will work closely with clients to understand their needs, develop relationships, and provide tailored investment recommendations.Key ResponsibilitiesLeverage technology to achieve business...


  • Silver Spring, Maryland, United States Adventist HealthCare Full time

    Job Title: Patient Financial Advisor IIAdventist HealthCare is seeking an experienced Patient Financial Advisor II to join our team. As a Patient Financial Advisor II, you will play a critical role in supporting our mission to extend God's care through the ministry of physical, mental, and spiritual healing.Key Responsibilities:Support current care plans and...


  • Mill Valley, California, United States Bank of America Full time

    About the RoleThis is an exciting opportunity to join our team as a Merrill Financial Solutions Advisor. As a key member of our wealth management team, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies.Key ResponsibilitiesLeverage technology to achieve business...


  • Mill Valley, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.We...


  • Silver Spring, Maryland, United States Adventist HealthCare Full time

    Job Summary: We are seeking an experienced Patient Financial Advisor II to support our mission to extend God's care through the ministry of physical, mental and spiritual healing.Key Responsibilities:Supports current care plan and through-put within acute medical center on-site acute services.Supports financial processes including authorizations,...


  • Silver Spring, Maryland, United States Adventist HealthCare Full time

    Job Title: Patient Financial Advisor IIWhite Oak Medical Center is seeking an experienced Patient Financial Advisor II to join our team. As a Patient Financial Advisor II, you will play a critical role in supporting our mission to extend God's care through the ministry of physical, mental, and spiritual healing.Key Responsibilities:Supports current care plan...

  • Tax Advisor

    4 weeks ago


    Spring Hill, Florida, United States H&R Block Full time

    About the Role:We are seeking a highly skilled Tax Advisor to join our team at Block Advisors, an H&R Block brand. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax...


  • Spring Valley, Nevada, United States HP Full time

    Job SummaryThis role is responsible for driving the development, implementation, and monitoring of strategic business plans and initiatives within the organization, including inventory and service level planning activities. The role provides valuable analysis and advice to management across various domains and manages cross-functional teams to ensure smooth...