Financial advisor jobs in Long Beach, New York (NY) State

Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives. Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). I...

Prudential Advisors is looking for an experienced financial professional in the Albany 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 to...

Financial Advisor – Albany, NY. This position works directly with the President to provide comprehensive financial planning and investment management services for clients and prospects seeking advice on how to reach their financial goals. In this role, you will be providing Personal Financial Pla...

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...

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...

We are looking for Experienced Advisors to join our Team at Greater Metro Financial Group!. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. We support you by offering financial packages designed to make your transition to Prudential as smoo...

If you want to unlock your potential as a financial professional, 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...

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...

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...

A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary. Financial Advisor/Wealth Management Advisor Career Description:. Financial Advisor Role at Northwestern Mutual, New York. We are seekin...

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...

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. ...

Skills and Abilities:* Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner* Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities* Thorough understanding of econo...

The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary ...

If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Merrill’s financial advisors help clients pursue the life they envision through a...

The Wealth Advisor oversees and consults to client accounts. Responsibilities include asset allocation development and review, portfolio oversight and management, client communication, performance reconciliation, and financial planning. Specifically, these duties will include monitoring financial...

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 ...

Equitable Advisors, LLC, (NY, NY ) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to make a p...

I'm recruiting for a growing financial services firm who is looking to hire several experienced. ...

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...

Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales su...

Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. Act on business opportunities and present information to partners so that members and clients can reach their financial goals. No matter what your career path or form...

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...