Entry level financial advisor jobs in Massapequa, New York (NY) State

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for d...

Exciting Opportunity for Entry-Level Financial Advisor in Melville, NY. As a New York Life Financial Professional, you will help provide families in your community with expertise, insights, and solutions for every unique financial situation. With our training and support, you have the opportunity...

Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds. As an entry level financial sales professiona...

You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. If the answer is yes,...

Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial ...

Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary. We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a pr...

This is a remote, entry level opportunity with flexible hours. Are you passionate about travel and thrive in a dynamic, customer-focused environment? We're seeking enthusiastic individuals to join our team as a Travel Advisor. If you're ready to embark on a rewarding career in the travel industry...

Are you a motivated individual eager to enhance your skills in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and start a fulfilling journey with us. Work closely with clients to offer expert advice and comprehensive financial planning to help th...

Simple Solutions Financial Service needs the right agents to help our growing clientele build an asset and not a liability. We are looking to hire and train agents to educate and assist homeowners with their financial needs. When customers purchase mortgage protection insurance with Simple Soluti...

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

Title Business Development Representative. The Business Development Representative III builds and develops business in the local market area. Management, cultivation and recruitment of local and or national marketing representatives in new and current markets. AmTrust Financial Services offers a ...

We are seeking a Senior Portfolio Accountant to join the Real Estate Systems Implementation Group (RESIG) practice, able to sit in a number of our offices. ...

Hightower, a leading advisor-owned financial services company. Founded in 2008, Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices, and 401(k) consulting and cash management services to corpor...

Financial Planners at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning appro...

Review, process, and profile new cases by entering required information into database. ...

Large Private Company seeking a Senior Financial Analyst to join their growing team on Long Island with Hybrid work schedule. Develop monthly forecasts of current year financial results. Develop and administer timely use-oriented financial analyses. Liaison with the NACO Business Analysts and Cor...

Two years of direct sales experience. Mortgage sales experience not required). Proven successful track record in sales. ...

Act as the financial business partner to the Business Unit President and his Leadership Team. ...

This is an entry-level position, so experience in sales or customer service is strongly preferred but NOT REQUIRED. Our next Sales Rep will work with our sales and marketing team to learn each aspect of our company. At this time, this is an ENTRY LEVEL, in-person position! Local candidates are en...

We are seeking a highly skilled and experienced Senior Accountant specializing in SEC reporting to join our team. As a Senior Technical Accountant, you will play a critical role in ensuring accurate and timely preparation and filing of our company's financial reports with the Securities and Excha...

Perform various administrative tasks, including data entry, filing, and document management, supply ordering. ...

Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management Associate. What it takes to be an Equitable Advisors’ Wealth Manageme...

... entry level training curriculum is designed to empower you with the skills and tools needed for ... In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach ...