Trabajos financial advisor en Massapequa, New YorkCrear alertas

Advisor (Financial Aid, Registration, Student Accounts). Serve as "one-stop advisor" for students and families concerning financial aid, billing and registration. Associate's degree (Bachelor's Degree is preferred) and/or one to three years of current financial aid, student accounts, cashier, regist

The Group Director is a senior service level position for a Financial Advisor(s)/Private Wealth Advisor(s)/teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing dail

Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. Through the comprehensive array of financial products and services we offer, you'll help clients develop a sound, long-te

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

Provide expertise, insights, and financial solutions to families, individuals, business owners, and corporations in the Melville, NY area • Manage your own financial practice with the backing of a leading Fortune 100 company • Assist clients in planning and prioritizing their unique financial go

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great Place to Work is core to how we dr

Registered Sales Operations SpecialistThe Advisors Asset Management Registered Sales Operations Specialist uses advanced skills gained through training and experience to provide pro-active support for our various Financial Advisor teams in an accurate timely professional and knowledgeable manner. The Registered Sales Operations Specialist will have extensive interaction with both internal and external clients to address all inquiries prepare and distribute paperwork open new accounts and respond to account maintenance or service requests.Locations Available: Melville NY; Boerne TX; Boca Raton FL Compensation: $80000-$90000ESSENTIAL RESPONSIBILITIES: • Provides general clerical and sales support for one or more registered professional or sales team, • Interacts daily on the phone with prospective and existing clients including handling basic inquiries, • Opens new accounts processes orders for existing clients and answers questions regarding the AAMs products and services, • Research client and security information through the back-office system and communicates with the back-office personnel of the broker dealers Registered Investment Advisors and custodial firms to ensure all trades are processed correctly, • Reviews and enters trade tickets into proprietary system in a timely manner consistent with contra firm rules and FINRA and NSRB reporting requirements. Processes errors and trade corrections in accordance with AAMs policies and contra firm operating procedures, • Review research and correct trade breaks in various fail reports daily, • Responds in a timely manner to Municipal Securities Rulemaking Board (MSRB) and Trade Reporting and Compliance Engine (TRACE) violation inquires, • Enters bond portfolios into proprietary system as requested by the teams supported, • Maintain databases and create reports using various programs as required, • Processes and follows up on client documentation for proper maintenance of accounts, • Prepares letters forms reports and spreadsheets to assist with servicing existing clients and prospecting for new clients, • Ensures required client paperwork is current with firm and industry requirements rules and regulations, • General administrative support taking small trade orders completing expense reports. Cross trains interacts with and provides backup support to other operations personnel and Registered Sales Operations Specialists, • Perform other job-related duties as assignedQUALIFICATIONS:, • Experience with Microsoft Office Suite (Word Excel Outlook Power Point) Internet and contact management systems, • Must have excellent organizational and communication skills and have the ability to work on a team and perform independent, • Professional service-oriented demeanor with pleasant business-appropriate phone manners, • Ability to organize manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment, • Detail orientation to ensure the accuracy of reports correspondence and databases, • General mathematics to sufficiently process account and transaction informationEDUCATION and/or EXPERIENCE:, • 3-5 years of experience in the financial services industry, • Required Education: Bachelors degree preferred, • Required Certifications: FINRA SIE & Series 7, • Structured product support experience a plusEstablished in 1979 AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.For over 45 years AAM has been a trusted resource for financial advisors and broker/dealers. The firm offers access to alternatives exchange-traded funds the fixed income markets managed accounts mutual funds structured products and unit investment trusts. AAM is a part of SLC Management the institutional alternatives and traditional asset management business of Sun Life. AAM is a SEC registered investment advisor and member FINRA/SIPC.As ofSeptember 30 2025 the brokerage and advised business at AAM represents approximately$12.2 billion in assets. (Assets under supervision represent$6.5 billionin UIT assets. The firm has$3.6 billionin assets under administration that represents the non-proprietary assets for which AAM provides various levels of service but not investment management. The firms$2.1 billionin assets under management represents AAMs proprietary separately managed account mutual fund and ETF assets.AAM is a broker/dealer member FINRA/SIPC and SEC registered investment advisor. For more information .Advisors Asset Management is an Equal Opportunity Employer and a participant in E-Verify. Required Experience: IC Key Skills Financial Services,Information Technology,Cost Control,Corporate Risk Management,Law Employment Type : Full Time Experience: years Vacancy: 1 Monthly Salary Salary: 80000 - 90000

This employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. LPL Financial partners with credit unions to offer a complete menu of financial services

At Morgan Wilshire Securities, Inc. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer.

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives,

With our training and support, you have the opportunity to work towards the credentials that will qualify you as a licensed Financial Advisor or grow into a leadership role as part of the management team. Great opportunity available at the New York Life Long Island, NY for an Entry-Level Financial A

Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning.

Hicksville, New York, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.Our compensation policies and practices have been designed to

The Financial Advisor (FA) role is a three-year program with a forgivable 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 thoro

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Bank Of America Financial Advisor. At least three years' experience working in the fin

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

Work directly with clients to assess their financial situations, goals, and objectives. Build and maintain strong client relationships, becoming a trusted advisor in tax matters. Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions.

Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families.

At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience. The Associate Market Manager plays a key role in the overall management of all aspects of the Market. The Associate Market Manager

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

Securities and investment advisory services offered through Voya Financial Advisors, Inc. To be eligible for the Financial Advisor role, candidates must possess the following qualifications:. Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the effor

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD We

Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Proficient in the use of Microsoft Office and other financial systems.

Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retireme

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Experience selling investments and providing financial plans. Ensures all NEW clients receiv

As an Investment Advisor on the Engagement Center team, you'll demonstrate the value of our products, services, and reputation. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's with 143+ offices across the country and entrusted by 1. Dem

Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mai

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.

West Babylon, New York, United States of America.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

You will join a team that is dedicated to helping members in every stage of their financial life.

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial li

A FourLeaf Financial Group, Financial Advisor is a dual employee of both FourLeaf Federal Credit Union and LPL Financial Services, as such employment requirements from both organizations are required. FourLeaf Financial Group Advisors work with members on a long-term basis, pursuing goals from the i

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Managing cross-functional teams delivering services including financial analysis, operational restructuring, forensic investigations, and valuation support* Representing clients in fiduciary roles, including serving as financial advisor, plan administrator, or trustee, with a focus on maximizing val

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

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 closed deals. If you’re hungry for success and passionate about building lasting client relationships, this is your opportunity to shine. What We’re Looking For: • Proven success in sales – a strong track record of hitting and exceeding goals, • Go-getter mindset – highly driven, with a strong work ethic and self-motivation, • Excellent communication & listening skills – the ability to connect with clients and close deals, • Adaptability & coachability – open to learning and growing within a fast-paced environment, • Engage with entrepreneurs and business owners of companies generating $600K – $10M in annual revenue to secure the right financing solutions, • Review business financials to assess risk and qualify borrowers, ensuring they receive the most suitable financing product, • 1 - 5 years of sales experience (especially in financial services), • Experience in banking or financial institutions, • Bilingual abilities (Spanish & Chinese preferred, other languages welcomed!)About Company What We Offer • A full suite of traditional benefits, including:, • Health Insurance, • Paid Time Off, • 401(k) Plan, • Paid holidays and vacation, • A work environment that feels more like home than an office, • Opportunities to grow, innovate, and advance within the company

Job Description Estamos buscando personas que deseen generar un impacto duradero en el bienestar financiero de individuos, familias y pequeñas empresas. Esto no es simplemente un trabajo de ventas, sino una carrera con propósito y oportunidades. Brindarás tranquilidad a tus clientes mientras los ayudas a enfrentar retos que muchos consideran complejos y confusos, como prepararse para la jubilación y ahorrar para la universidad. Como Asesor Financiero, tendrás la oportunidad de ver el impacto positivo de tu trabajo durante muchos años. Crecerás personal y profesionalmente junto a tus clientes. Lo que ofrecemos: capacitación y desarrollo. Te proporcionaremos una formación integral que incluye una plataforma de aprendizaje líder en la industria, asesoría personalizada por parte de profesionales dedicados a la capacitación y la oportunidad de obtener certificaciones profesionales del sector. También podrás recibir reconocimientos e incentivos de ventas, así como viajes de desarrollo profesional destinados a nuestros Asesores Financieros de mejor desempeño. Estamos tan comprometidos con tu desarrollo que patrocinaremos todas las licencias y certificaciones necesarias para impulsar tu carrera. Esto también te abrirá la puerta para unirte a nuestra oportunidad de Fast-Track to Management en un plazo de un año para iniciar tu camino en liderazgo. Además de esta formación y apoyo, New York Life te brindará las herramientas que necesitas para tener éxito en tu día a día, incluyendo expertos disponibles para responder tus preguntas y un conjunto de herramientas digitales de ventas, prospección y marketing que te ayudarán a atraer y retener clientes mediante contenido web, redes sociales y correo electrónico. New York Life, junto con sus subsidiarias, ofrece una variedad de productos, incluidos seguros de vida, anualidades, seguros de cuidado a largo plazo, seguros de ingresos por discapacidad y productos de inversión como fondos mutuos a través de nuestra firma de corretaje, NYLIFE Securities LLC (miembro de FINRA y SIPC), una agencia de seguros autorizada, lo que garantiza que las soluciones que desarrolles con tus clientes contribuyan a que ellos y sus familias alcancen sus metas financieras. También tendrás la opción de especializarte y obtener experiencia en diferentes áreas, como convertirte en asesor financiero con Eagle Strategies LLC, nuestra división de asesoría en inversiones, para ofrecer servicios de gestión patrimonial y asesoría, estrategias de planificación patrimonial y soluciones empresariales. Cuando te unes a New York Life, te unes a un equipo sólido con opciones de apoyo entre colegas, como grupos de estudio, mentorías y otras oportunidades para interactuar con tus compañeros Asesores Financieros. Compensation: $125,000 yearly Responsibilities: • Engage customers and prospects using events and other marketing initiatives that support insurance sales and brand awareness, • Handle the management of all marketing strategies and campaigns - communicating with marketing, sales, insurance agents, and vendors, • Involucrar a clientes y prospectos mediante eventos y otras iniciativas de marketing que apoyen las ventas de seguros y el reconocimiento de la marca., • Gestionar todas las estrategias y campañas de marketing, comunicándose con los equipos de marketing, ventas, agentes de seguros y proveedores.Qualifications:, • Deseo de trabajar duro y construir una carrera exitosa.About Company New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. 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 Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

Job DescriptionOur 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 one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $75,000 - $100,000 yearly Responsibilities: • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice, • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds, • As a financial professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures Qualifications: • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Required to effectively network to identify potential new clients, • Highly self-motivated and self-disciplined with the ability to work effectively and independently, • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others, • Fearless, positive attitude, and willingness to be accountable for results, • Organized, detail-oriented, and excellent time-management skills, • The desire for continuous learning, • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise mannerAbout Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description We are seeking an accomplished Director to join our Tax Managed services team. This individual will play a strategic leadership role in serving private equity and alternative investment clients. The Director will provide high-level technical expertise, oversee multiple projects, drive business growth, and maintain impactful executive-level client relations. This role offers the chance to engage directly with clients, providing tailored solutions and serving as a trusted advisor, securing alignment between client goals and our service offerings. What you’ll do • You’ll oversee multiple projects, ensuring quality, effectiveness, and alignment with client needs., • You’ll serve as a trusted advisor, delivering tailored solutions and guiding clients on fund formation, structuring, transactions, and cross-border tax matters., • You’ll anticipate emerging tax issues, communicate their implications proactively, and design innovative strategies to optimize outcomes for funds, investors, and portfolio companies., • You’ll manage complex technical reviews, resolving intricate tax returns and issues for partnerships and corporations in private equity and alternative investment sectors., • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($175,000 - $210,000).Qualifications, • You have a Bachelor’s degree in Accounting or Tax, with a Master’s or JD preferred, and hold a CPA or equivalent credential., • You bring 12+ years of US tax consulting and compliance experience, primarily in public accounting or a similar advisory environment, with deep expertise in alternative investments., • You have at least 4 years in a leadership role, managing client relationships, high-performing teams, and driving business development initiatives., • You excel in communication, presentation, and leadership, enabling you to build long-term client relationships and deliver strategic solutions., • You are willing to travel up to 20%, depending on location, to meet client and business needs. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description 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 clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Advisor, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. Why work for us? • Industry top tier Training & Development, • Career growth opportunities We are currently only accepting applicants located in Long Island and Queens, New York, All other applicants will not be considered. Compensation: $120,000+ at plan earnings Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Competitive, • Driven, • Go-getter, • Coachable, • Communicative, • Self-disciplined, • AuthenticAbout Company New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. 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 Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

Job DescriptionAt Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority. Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients. Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new. Mastery of this profession will change your life for the better!! Job Type: Full-time Pay: $30,000 to $60,000 per year Benefits: Tuition reimbursement Weekly schedule: Monday to Friday Work setting: In-person at Garden City location

Job Description Join Us Today: If you are seeking a rewarding career with industry-leading benefits, professional growth opportunities, and a culture that values its people, we invite you to apply today. At FDE, we are committed to supporting our Team Members in becoming their best selves. This commitment is reflected in our competitive compensation, benefits, and development programs, as well as our vision of being the employer of choice in every community we serve. Join a team honored by Furniture Today as one of the Best Places to Work in Furniture for 2025. About Us Factory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Compensation and Benefits We offer one of the most competitive compensation packages in the furniture industry: • Commission-based salary ranging from $40,000 to $90,000 per year, based on performance, • Annual bonus structure tied to individual performance and company success, • Weekly commission and bonus opportunities on written sales, • Presidents and Premier Programs that offer additional weekly bonus incentives, • Paid, comprehensive two-week training through the Ashley Sales Academy, • 401(k) retirement plan with company match, • Paid time off, holiday pay, and your birthday off, • Medical, dental, and vision insurance starting as low as $25 per week, • Employee discounts on furniture and accessories, • Referral bonuses up to $1,000 for recommending successful candidates Our Culture and Team Member Programs: FDE maintains a culture of recognition, service, and growth. We actively invest in the well-being of our team and welcome employee feedback through programs like Peakon Surveys. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need, • Give a Day: Paid volunteer day annually with an approved non-profit organization, • Corporate Chaplains: Confidential support for personal challenges such as grief, family needs, and stress, • Life Resources: Quarterly educational events focusing on financial literacy, health, and wellness, • Team Member Relief Fund: Financial assistance during unexpected life events, • SmartDollar: A free financial wellness platform to help manage budgets and plan for the future Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible for delivering a unique and personalized guest experience. You will act as a representative of our brand, guiding customers through their home furnishing journey. As a subject matter expert, you will leverage your product knowledge and customer service skills to drive sales and ensure customer satisfaction. Key Responsibilities: Sales and Customer Experience • Sell a wide range of Ashley home furnishings, accessories, and warranties using the Ashley Sales Approach, • Welcome and engage with every guest professionally and attentively, • Deliver compelling product presentations and offer complete solutions including protection plans and financing, • Build and maintain customer relationships through proactive communication during and after the sales process Post-Sales Administration • Accurately complete post-sale documentation and ensure order details meet customer expectations, • Provide all necessary paperwork to the Customer Service Department, • Enter accurate customer information into the UPs system, including contact details for future follow-up, • Record advertising efforts and maintain a lead database using customer information forms Showroom Presentation • Support store appearance through regular floor recovery and adherence to safety and cleanliness standards, • Ensure every customer has a professional and welcoming in-store experience Professional Development • Use company-provided tools and training to enhance sales performance, • Stay informed about product updates and company initiatives, • Participate in sales meetings, training sessions, and one-on-one coaching Performance Expectations: You will be evaluated on a variety of key performance indicators including: • Total sales volume and sales per guest, • Bedding sales, close rate, protection plan sales, and average transaction value, • Number of credit applications submitted, • Net gross margin and guest satisfaction (Net Promoter Score), • Total Piece Exception Rate and related inventory accuracy metrics Additional Duties: • Assist with cashiering or merchandise tasks as needed, • Participate in inventory and other operational processes, • Travel to other store locations for training or meetings as required Schedule Requirements: • Must be available to work at least 40 hours per week, including weekends, • Additional hours may be required during holiday or peak seasons, • Regular attendance at the assigned store is required, • Two days off per week are scheduled except during holiday periods Qualifications: • Highly motivated with a positive attitude and strong interpersonal skills, • Previous sales experience is helpful but not required, • Comfortable in a performance-driven, customer-focused retail environment, • Strong attention to detail and commitment to delivering exceptional service Job Type: Full-time Benefits: Health insurance, dental insurance, vision insurance, life insurance, paid time off, 401(k) with employer match, employee discount