Financial advisor jobs in Jamaica, New York (NY) State

Responsibilities Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects to promote and ...

Responsibilities Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects to promote and ...

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...

In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. Take your career to the next level at Prudential Advisors! Chan...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a c...

If you want to unlock your potential as a financial consultant, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. As an Equitable Advisors' Financial Professional, you will prospect for potential clients, both i...

Collaborate with A+ rated financial companies, all from the comfort of your home. No financial background? No problem! We provide hands-on training for all newcomers. Your Role: Empowering Financial Futures. Conduct Financial Need Analysis (FNA) for diverse clients. ...

Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a Senior Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strateg...

This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and an...

We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a ...

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, in...

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual fin...

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, in...

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. Financial Advisors offer investment advisory ...

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...

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their familie...

This employment opportunity at Alliant Credit Union in the New York Metro area would allow you to join the Investment Program at Alliant Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. LPL Financial partner...

New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall ie potential. Retirement savings – 401(k) plan with generouspany matching contributions (up to 6%), financial advisory services, potentialpany discretionary contribution, and a...

JOB SUMMARY: Financial Advisor - New York City. We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Their expertise supports all aspects of financial planning including investment...

In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. Explore a career as a FINANCIAL PLANNER!. Take your career to t...

Knowledge required: Excellent organizational skills, communications skills, leadership skills, management skills, Excel and Analytical skills, understanding of principles related to economics and finance, expertise in municipal debt and financial derivatives. Develop and implement tactics to supp...

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...

Additionally, the Senior Wealth Advisor will monitor financial markets and client accounts on a daily basis, review client reports and plans for partners of the firm, and meet with clients in the office for quarterly reviews. The Senior Wealth Advisor oversees and consults to client accounts. Res...

We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a ...