Associate Financial Advisor

2 weeks ago


New York, United States Ameriprise Financial Services, LLC Full time

Associate Financial Advisor

 

Company Mission

We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.

Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences.


Role Summary

This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs.


Job Responsibilities

·        Business development & Sales

·        Constructing comprehensive financial plans

·        Recommending and implementing portfolio solutions

·        Completing paperwork

·        CRM management

·        Marketing initiatives

·        Obtaining and maintaining proper licensing


Qualifications

·        Ability to be onsite in Midtown Manhattan

·        Prior experience or college degree

·        Familiarity of financial markets


Desired Skills

·        Experience holding intelligent and engaging conversations over the phone and email

·        Financial planning or investment management

·        Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc.


Compensation

Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income.


Location

Onsite in midtown Manhattan.


Working Conditions

Collaborative office space with 20+ employees.


Benefits and Perks

Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.



  • New York, United States Ameriprise Financial Services, Inc. Full time

    Associate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding clients needs and goals for today and the long-term are unique. As an advisor, you begin with listening to...


  • New York, United States Lead Advisor Full time

    Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding.Administrative Duties:Maintain client list and case filesE-file and hard file investment and insurance related documentsMaintain calendar, schedule follow-up appointments...

  • Financial Advisor

    2 weeks ago


    New York, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team at Greater Metro Financial Group!You'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...


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

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • New York, United States Fifth Avenue Financial Full time

    Job DescriptionJob DescriptionFifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance.Job Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer financial...


  • New York, United States Iron Birch Advisors® Full time

    Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) to help clients achieve their financial goals. The franchise owner will lead you to hone your skills, build a base of clients, and create a unique client experience for the practice. This position will consistently...

  • Financial Advisor

    2 months ago


    New York, United States Forest Hills Financial Group Full time

    Job DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor.  We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for...

  • Financial Advisor

    1 week ago


    New Haven, United States Ameriprise Financial Full time

    Obtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Advisor, Financial Planning, Advisor, Financial, Asset Manager, Banking, Practice


  • New York, United States Lead Advisor Full time

    Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.We are helping our client in Midtown, hire a Planning and Insurance Associate.Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...


  • New York, United States Lead Advisor Full time

    Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.We are helping our client in Midtown, hire a Planning and Insurance Associate.Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...


  • New York, United States Voya Financial, Inc. Full time

    Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Client Advisor, Solutions, Insurance, Associate, Solution, Advisor, Technology

  • Financial Advisor

    4 days ago


    New Rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact! Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group! As a Financial Advisor, you will have the opportunity to positively impact the lives of...

  • Financial Advisor

    5 days ago


    New Rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact! Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group! As a Financial Advisor, you will have the opportunity to positively impact the lives of...


  • New York, United States Kestra Financial Full time

    Summary: Financial Plan ning firm located in Kalamazoo Michigan seeks a highly energized and confident client service associate who will thrive in a busy environment. This position is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties And...

  • Financial Advisor

    3 days ago


    New Rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    4 days ago


    New Rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    8 hours ago


    New Rochelle, United States CNO Financial Group Full time

    Join Us to Earn More Money and Make a Real Impact!Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!As a Financial Advisor, you will have the opportunity to positively impact the lives of your...

  • Financial Advisor

    2 weeks ago


    New York, United States Stefans Law Group PC Full time

    Summit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients’ financial life. We offer ‘One stop shopping’ for clients, financial, tax and legal needs. Visit us at www.SummitAdvisorsLongIsland.com to learn more about our company We seek a...

  • Financial Advisor

    2 months ago


    York, United States Insight Financial Planning Full time

    Job DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...

  • Financial Advisor

    1 month ago


    New York, United States Dynamic Wealth Strategies Inc Full time

    Job DescriptionJob DescriptionA successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles....