Financial advisor jobs in Rosedale, NYCreate job alerts

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.

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Financial Solutions Advisor - Consum...

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.

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. Financial Solutions Advisor - Consumer Investments - Western Long Island Market. Ke...

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.

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...

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 clientreviews/presentationswith confidence, incl...

New York Life is seeking an experienced Financial Representative or Financial Advisor to join our growing office. Eagle Strategies is a Registered Investment Advisor for qualifying agents who are also Registered Representatives and wish to offer investment advisory services. Registered Representa...

Private Client Financial Advisor - Manhasset, Long Island.

The Director, Global Sanctions & Financial Crimes Compliance Program Advisor will report to and work directly with the Head of Global Financial Crimes Compliance Program Office within S&P Global Enterprise Risk & Compliance. Develop Global Financial Crimes Compliance Program governance reports on...

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional. Are you looking for a career that will leverage your years of work experience, provide you with the freedom to control your schedule and your income, while making a profou...

Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. This position is subject to SAFE Act registration requirements. Failure to obtain and/or maintain SAFE Act registration may result...

Private Client Financial Advisor - Midtown, Manhattan.

Financial Advisor Trainee Responsibilities:. Financial Advisor Trainee Qualifications:. We Customize goals-based financial plans and help clients manage their portfolios.

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. We’re proud of our

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 long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. The Professional Alliance Program, which helps you strengthen existing relatio...

Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the ban...

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. As an advisor associa...

The Advisor Career Development Associate Branch Manager will help drive profitable growth by leading, coaching, and developing assigned Advisor Career Development (ACD) advisors in a specified Region hub. Maintain Investment Advisor Representative registration in investment advisor representative...

Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. Experience with financial information, spreadsheets and fi...

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning...

Financial & Wealth Advisor Role:. Advisors can expand their business with marketing and operational support, potentially leading to greater profitability and enhanced client service. We are seeking experienced Registered Investment Advisors (RIAs) to partner with a leading independent broker-dea

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a ...