Financial advisor jobs in Lindenhurst, NYCreate job alerts

Job Description Join Our Winning Sales Team at The Accredited Group – Melville, NY Are you a motivated, goal-oriented professional ready to thrive in a high-energy sales environment? The Accredited Group is looking for a Junior Business Finance Advisor to turn fresh leads and live transfers into...

The Financial Advisor & Planner – Brokerage/Premier, assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service. This role will also optionally colla...

Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as ...

Job Description The candidate for this role will need to assist the firm by helping run the day to day internal operations which will include organizing and ensuring proper completion of all client paperwork, as well as timely follow-up on client service issues, and performing various tasks as ne...

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety...

Job DescriptionCompany Description About A Place for Mom: A Place for Mom is the leading online resource connecting families searching for senior care with a team of expert advisors providing insight-driven, personalized solutions. As the nation’s largest senior care advisory service, A Place ...

Job DescriptionCompany Description A Place for Mom is the leading online resource connecting families searching for senior care with a team of expert advisors providing insight-driven, personalized solutions. As the nation’s largest senior care advisory service, A Place for Mom helps hundreds o...

Job Description The Organization: The Wealth Alliance is a Melville, New York-based hybrid registered investment advisory firm. WA was founded in 2019 and currently employs over 20 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a to...

Job Description Join Us Today: If you are looking for a rewarding career with industry-leading benefits, a culture that values your growth, and a company that truly cares about its Team Members, we encourage you to apply today. We are looking forward to having you on our team! At Factory Direct...

Job DescriptionDo 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 ...

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humil...

Experienced Financial AdvisorAbout the job. As an experienced financial advisor with existing client practice, you already know the job. We’re glad you are considering Procyon a firm built by advisors for advisors.

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. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. CFP®, CERTIFIED FINANCIAL PLANNER

Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Pr...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Ensures all NEW clients receive the complete on-boarding experience, which includes: a...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical ...

Present financial advice or plan to client with the Financial Advisor. Assist the Financial Advisor during client meetings and with follow-up. Engagement in WEG, broader community and active participation in financial planning community.

Job Description Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in ...

Job Description Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidanc...

Job Description What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients w...

Job Description Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, youre in control of yo...

Job Description 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 candidat...

Job Description Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations....

Job Description Great opportunity available at the New York Life Long Island, NY for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact househol...

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

This role will also optionally collaborate with financial planning specialists on complex planning issues or comprehensive financial plans. Demonstrated financial planning acumen, with the ability to handle a wide variety of financial planning topics. Potentially take on ancillary duties such as ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

The Financial Advisor & Planner – Brokerage/Premier, assists Empower's Personal Wealth investment clients with a wide range of financial matters and specifically assists clients who are enrolled in the Premier account program and our brokerage account service. Potentially take on ancillary duties...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Prudential Advisors is looking for driven, motivated self-starters in Onondaga County that are interested in a career in financial services. Prudential Advisors, one of the Prudential Financial Companies, is looking for individuals who are committed to making an impact in the lives of the people ...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Review and analyze client financial data, utilizing both proprietary and commercial financial planning tools. Schedule and attend client meetings in a support role, ensuring smooth communication between advisors and clients. Assist in the creation of comprehensive financial plans, including data ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Prudential Advisors is looking for driven, motivated self-starters in the Buffalo-Niagara area that are interested in a career in financial services. Prudential Advisors, one of the Prudential Financial Companies, is looking for individuals who are committed to making an impact in the lives of th...

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in...

Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in working with an existing book of clients. The look and feel of an independent advisor with the benefits of being an employee. We support you by offering financial packages designed ...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in...

Prudential Advisors is looking for an experienced financial professional in Erie County that is interested in working with an existing book of clients. The look and feel of an independent advisor with the benefits of being an employee. We support you by offering financial packages designed to mak...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. ...

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. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obta...