Current jobs related to Associate Financial Advisor - New York, New York - Lieblich Financial Services

  • Financial Advisor

    3 hours ago

    New York, New York, United States LPL Financial Full time

    Financial Advisor - Mid Hudson Valley Federal Credit UnionYour career path should lead to real opportunityLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Mid Hudson Valley Federal Credit Union in Kingston, NY would allow you to join Mid Hudson...

  • Financial Advisor

    2 hours ago

    New York, New York, United States LPL Financial Full time

    Financial Advisor - Mid Hudson Valley Credit UnionYour career path should lead to real opportunityLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Mid Hudson Valley Credit Union in Kingston, NY would allow you to join Mid Hudson Valley Credit Union...

  • Financial Advisor

    5 hours ago

    New York, New York, United States LPL Financial Full time

    Financial Advisor - Teachers Federal Credit UnionYour career path should lead to real opportunityLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers Federal Credit Union in Manorville, NY would allow you to join Teachers Federal Credit Union...

  • Senior Wealth Advisor/Financial Planner

    5 hours ago

    New York, New York, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...

  • Experienced Financial Advisor

    44 minutes ago

    New York, New York, United States Edward Jones Careers Full time

    As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight...

  • Associate Advisor

    4 hours ago

    New York, New York, United States Shiv Software Full time

    Position: Associate AdvisorLocation: New City, NYSeeking a motivated and detail-oriented Associate Advisor to join our growing wealth management team in New City, NY.As an Associate Advisor, you will play a key role in supporting the primary advisor in delivering an exceptional client experience. This role is ideal for someone who is organized, tech-savvy,...

  • Financial Advisor

    5 hours ago

    New York, New York, United States Northwestern Mutual Full time

    We are looking for individuals looking to begin their careers with extensive support and training.You do not need to have a background in finance to get started.Because we provideaward-winning trainingand development, we give recent grads the opportunity to take on a new challenge without previous experience in the industry. You'll receive training through...

  • Financial Advisor

    5 hours ago

    New York, New York, United States Northwestern Mutual Full time

    A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential – in leadership, income, and community impact.Our financial professionals help clients reach their individual...

  • Entry-Level Financial Advisor

    2 hours ago

    New York, New York, United States Northwestern Mutual Full time

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized,...

  • Wealth Advisor Success Associate

    4 hours ago

    New York, New York, United States Wealthspire Full time

    ASSOC014190_1Who We AreWealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a...

Associate Financial Advisor

18 hours ago

New York, New York, United States Lieblich Financial Services Full time

Lieblich Financial Services
is seeking a motivated and detail-oriented
Associate Advisor
to join our growing wealth management team in New City, NY.

As an Associate Advisor, you will play a key role in supporting the primary advisor in delivering an exceptional client experience. This role is ideal for someone who is organized, tech-savvy, eager to learn, and passionate about financial planning.

Responsibilities

Client Service & Meeting Support

  • Assist the lead advisor with ongoing client relationship management.
  • Prepare meeting agendas, financial reports, and follow-up summaries.
  • Handle routine client service requests (beneficiary updates, distributions, address changes, forms, etc.).
  • Maintain accurate and compliant client records in CRM and financial planning software.

Financial Planning & Investment Support

  • Help gather and analyze client data to build financial plans.
  • Draft initial plan scenarios, cash-flow projections, and retirement analyses.
  • Support portfolio management tasks such as allocation reviews, account monitoring, and trade preparation (as permitted).

Operational & Administrative Support

  • Coordinate account openings, transfers, and custodian paperwork.
  • Track tasks, follow-ups, and outstanding client items to ensure nothing falls through the cracks.
  • Maintain excellent communication with clients through email and phone.

Qualifications

  • Previous experience in financial services or wealth management strongly preferred.
  • High attention to detail and strong organizational skills.
  • Excellent communication skills (written and verbal).
  • Ability to work in a fast-paced, client-focused environment.
  • Proficiency with financial planning tools, CRM systems, or custodial platforms is a plus.
  • Already has or is Interest in pursuing Series 7, 65 or CFP.

Why Join LFS Wealth?

  • Be part of a rapidly growing, client-centric financial planning firm.
  • Direct mentorship from an experienced advisor.
  • Exposure to advanced planning, investment management, retirement strategies, and real client cases.
  • Competitive compensation with opportunities for career growth.
  • Collaborative, positive work environment in New City, NY.