Financial advisor jobs in Sunnyside, NYCreate job alerts

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and pr...

Financial Advisor - Centralized, Brooklyn,NY. The Financial Advisor will belocated within a centralized market with the expectation of leadingclient interaction virtually first, however, also has the abilityto meet in person if directed by the client. Superiorknowledge of financial analysis, risk...

Financial Engineer, Kiwi Partners (Hybrid in Durham, NC, Chicago, IL, Washington, DC, New York, NY, San Francisco, CA, or Remote; EST Preference) The Financial Engineer partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions....

As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. The Sun Life Financial advisor role is 100% commission-based. Deliver personalized, ongoing financial solutions to ...

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. ...

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 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 ...

New York Life is seeking an experienced Financial Representative or Financial Advisor to join our growing office. Registered Representative/Financial Advisor. New York Life is committed to offering its Agents/Registered Representatives/Financial Advisors training and support. Eagle Strategies is ...

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 ...

Brooklyn College is currently accepting applications for the position of Financial Aid Advisor in the Office of Financial Aid. The Financial Aid Advisor plays a crucial role in advising prospective students on financing their education at Brooklyn College. Responsibilities include guiding student...

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 live...

As a Financial Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. Forest Hills Financial Group, a member of The Guar...

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 live...

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...

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. Works with clients to plan their sho...

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectati...

Financial Advisor - Hybrid Remote (Brooklyn, Queens, Long Island). ...

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 ...

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...

The Financial Advisor II (FA) role requires previous experience selling investments and providing financial planning & will need to leverage this experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment. This role is at the center of the MA client services m...

Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients. Discuss financial concerns an...

Thinking about making a career move as a Financial Advisor to a growing firm where your career growth is unlimited? Look no further! TD is hiring and we are adding to our team of Financial advisors. The Financial Advisor II (FA) role requires previous experience selling investments and providing ...

Ensure compliance with all financial aid policies, procedures and regulations when reviewing financial aid applications. Primarily responsible for assisting students and parents in regard to financial aid. Review financial aid applications; perform needs analysis in order to determine need for bo...

Assistant to Financial AdvisorPeople Drive Our Success. Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, s...