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Job Description Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time. About Us At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals. What You’ll Do • Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance, • Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track, • Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events, • Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations, • Prepare and implement financial planning recommendations and client deliverables, • Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products, • Respond to client inquiries and independently manage issue resolution with appropriate follow-up, • Support business development efforts, including client relationship management and marketing initiatives, • Collaborate with the advisor to execute practice growth and client engagement strategies, • Monitor industry trends, planning strategies, and regulatory changes to inform recommendations, • Ensure adherence to all compliance and regulatory requirements What We’re Looking For • Ability to obtain Series 7, Series 66, and within 6 months of hire, • Completion of CFP® coursework or a degree/minor in Financial Planning preferred, • Aspiration to grow into a lead advisor role and build a book of business, • Strong communication skills with the ability to simplify complex financial concepts, • Relationship-driven mindset with a strong commitment to client service, • High level of integrity and sound professional judgment, • Analytical thinking and problem-solving capabilities, • Strong organizational skills with the ability to manage multiple priorities, • Self-motivated with the ability to work independently, • Team-oriented and collaborative approach Compensation & Benefits • Compensation includes a base salary of $50,000 – $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing., • Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO, • Opportunities for professional development and career advancement, • Supportive, growth-oriented team environment Location • White Plains, NY (in-office role) Equal Opportunity Employer Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Partner with Market Executives to support high impact local programming supporting advisor performance while championing change and adoption of key Bank

Bank Of America Financial Advisor. 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. Work

Job Description Hirshleifers is seeking an experienced Luxury Fine Jewelry Client Advisor to join our luxury sales team. This role is ideal for a polished, client-centric professional who is deeply passionate about the fine jewelry business, highly attuned to industry and fashion trends, and excels at cultivating long-term client relationships through elevated service and strategic clienteling. Hirshleifers curates fine jewelry with attitude where precision craftsmanship meets unapologetic style. Our assortment spans earrings, necklaces, rings, bracelets, cuffs, and anklets, blending everyday edge with bold statement design. Featuring covetable designers such as Chrome Hearts, Uniform Objects, Hoorsenbuhs, Darius and more, each piece is selected to elevate a fashion‑led wardrobe and express individuality through modern luxury. As a Luxury Fine Jewelry Client Advisor, you will serve as a trusted authority and style partner to a discerning clientele. You will combine deep product knowledge, trend awareness, and emotional intelligence to guide clients through meaningful purchases while delivering a highly personalized, relationship-driven luxury experience. Responsibilities • Deliver a personalized, high-touch luxury shopping experience rooted in trust, expertise, and style, • Demonstrate advanced knowledge of fine jewelry, including diamonds, gemstones, metals, craftsmanship, and current jewelry trends, • Confidently assist clients with significant, milestone, and investment purchases, • Build, maintain, and grow long-term client relationships through proven clienteling strategies, thoughtful follow-up, and outreach, • Anticipate client needs and preferences to create repeat business and brand loyalty, • Meet or exceed individual sales goals while upholding Hirshleifers’ service standards, • Maintain impeccable presentation of jewelry displays and selling areas, • Accurately process sales transactions, special orders, repairs, and related documentation, • Adhere to all security, inventory, and operational procedures Qualifications • Minimum of 3 years of fine jewelry sales experience in a luxury retail environment, • Strong passion for the jewelry business with a pulse on industry, fashion, and luxury trends, • Demonstrated success in clienteling, relationship building, and repeat‑client development, • Extensive knowledge of diamonds and fine jewelry; GIA education a plus, • Excellent communication skills with a polished, professional presence, • Detail-oriented, highly organized, and dependable, • Flexible availability, including weekends and holidays Hirshleifers offers a dynamic luxury retail environment, competitive compensation, and the opportunity to work with exceptional clientele while representing a distinctive and fashion-forward jewelry assortment. We value expertise, individuality, and professionals who elevate both the client experience and the brand. Powered by JazzHR KpmCw0f2h3

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts. Investment Strategy & Advisory. Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies.

We're currently looking for individuals across the country to take part in remote paid market research, including online focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing y

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditionsabout inspiring stores and irresistible productsabout the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seasonal Retail Store Associate.Princess Polly is the global fashion brand at the forefront of trend-driven, lower impact and accessible apparel.Established as an online force in the Australian retail scene in 2010, Princess Polly quickly became the clothing brand found in every influencer haul, vir

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Seasonal Retail Sales Associate - Crossroads S/C.Earn extra cash this holiday season and enjoy a 50% discount at our family of brands.As a member of our team, there's even more in store for you, including access to health care options and mental health + well-being programs and exclusive discounts o

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position.As an Equal Opportunity Employer, UNIQLO USA, does not discriminate a

Retail Sales Associate - Ridge Hill.Part time 199 Market Street, Yonkers, NY, US 10710.Gap has always been about optimistic American style.Starting with our very first store on Ocean Avenue in San Francisco, opened almost 50 years ago by Doris and Don Fisher.The thread that's run through those five

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Join The Band: Retail Sales Rockstar Wanted!.Are you ready to turn your love for music into a retail experience like no other? We're on the lookout for a new member to join our team of dynamic Sales Associates!.At Guitar Center, we're not just selling instruments; we're creating experiences.We belie

At Bath & Body Works, everyone belongs.We are committed to creating a culture of belonging focused on delivering exceptional fragrances and experiences to our customers.We focus on recruiting, retaining, and advancing top talent.In addition, we work to improve our communities and our planet to help

Retail Sales Associate- White Plains (Part Time).Come be a part of a community where all are welcome.A place where you can make a difference, inspire othersand be inspired.We are looking for associates with a passion for clothing, people, and sustainability.EILEEN FISHER creates simple, timeless sha

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

FedEx - - Responsibilities: Load, unload, and sort packages of various sizes; Operate in a fast-paced warehouse environment; Adhere to shift assignments and overtime rules; Support overall warehouse workflow.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Customer service representative agent experience not required.Remote Work From Home Customer Service Representative Agent - Part Time Market Rese

Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditionsabout inspiring stores and irresistible productsabout the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade

Retail Sales Associate, Key Holder.DXL Group, the largest specialty retailer of men's Big + Tall apparel, is looking for a Retail Sales Associate, Key Holder who is committed to building long term relationships with our guests by providing an experience that is unmatched by other retailers.We are co