33 Best staff recruiter Jobs in Hempstead, New York (June 2026)

Financial Advisor - Mineola, NY

24 days ago

Mineola

Work Location: Mineola, New York, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD 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 allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: 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 Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: • Experience selling investments and providing financial plans, • Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth, • Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents, • Ability to partner and promote lead generation, • Manages goals, prioritizes tasks and comfortable working in a fast paced environment, • Ensures all new & existing clients are provided with a planning experience, • Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts, • Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed, • Implements and executes a differentiated service model/experience for TD Wealth clients, • Meets quarterly and annual sales goals, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience, • Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in thorough manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff, • Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm, • Represents TD Wealth to the general public in a professional manner, • Is involved in the community and support TDBG charity and community initiatives Education & Experience: • Bachelor's degree strongly preferred, • 2+ years of providing advice, planning and investment sales, • SIE, Series 7, Series 63 required, • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals, • Advanced understanding of wealth products and services, • Strong verbal and written communication skills, • Strong organizational and time management skills, • Ability to travel within assigned market to meet prospects, clients and partners five days a week, • Ability to commute within assigned territory, • Strong understanding of wealth management business development techniques, • Strong understanding and experience interacting with retail and small business banking clients, • Consultative sales experience required, • Demonstrated ability to establish relationships and partner effectively with other departments, • Proven ability to achieve sales goals Customer Accountabilities: • Understands and supports the Bank's Customer Service Strategy, • Considers the impact of decisions on the well-being of TD, its Customers and stakeholders, • Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity, • Models quality service delivery at every interaction, • Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: • Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience, • Participates fully as a member of the team and contribute to a positive work environment, • May provide leadership, training, and guidance to other team members, • Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest, • Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA., • Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA., • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Continuous, • International Travel Never, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous, • Standing Occasional, • Walking Occasional, • Moving safely in confined spaces Occasional, • Lifting/Carrying (under 25 lbs.) Occasional, • Lifting/Carrying (over 25 lbs.) Occasional, • Squatting Occasional, • Bending

Financial Advisor Associate-Long Beach

6 days ago

Long Beach

Work Location: Long Beach, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD 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 allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. The successful candidate for the FAA role must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as a the client's advisor. As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or products. The FAA is responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing. The FAA will rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Working within an assigned territory, the FAA will educate and coach Retail Store staff to identify referral prospects. The role will need to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary. Depth & Scope: • Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need, • Develops, maintains and manages all aspects of the client's relationship with TD Wealth, • Works with prospects to attract and develop clients and address their wealth management advisory needs, • Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same, • Builds a client base by acquisition of new clients on an ongoing basis, • Educates and advises prospects and clients regarding investment and insurance strategies and products, • Retains and grows client base through relationship management, ongoing communication and consultation with client, obtaining and analyzing up to date client information on an ongoing basis, and periodically analyzing and determining appropriate updates to client's financial planning as necessary and appropriate, • Recommends personalized/tailored investment and insurance strategies and products to meet client's financial and wealth creation objectives, • Meets quarterly and annual objectives, • Proficient in SalesForce, Money Guide Pro and other authorized software to effectively track client engagement and provide advice, • Ensures all new clients receive the complete on-boarding experience, which includes:, • A thorough client discovery leading to a truly exceptional client experience, • Completion of a financial needs analysis to provide objective, individualized goals based advice, • Completion of all requisite client onboarding documents, • Provides education, coaching, Wealth referral training, and ongoing feedback to Retail and Small Business staff, • Effectively implements a process to ensure every client receives periodic ongoing contacts and an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth and financial planning needs, • Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions, • Identifies opportunities within the portfolio and network to refer business to Retail and Small Business/Commercial Partners, • Executes in a manner that is compliant with regulations, policies and procedures, • Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.), • Ensures all Continuing Education requirements are attained, • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures, • Develops understanding of client's assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed, • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team, • Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm, • Represents TD Wealth to the general public in a professional manner, • Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: • Bachelor's degree strongly preferred, • 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program, • SIE & Series 7 required, • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule, • Self-directed, with strong ability to plan own activities to achieve sales and referral goals, • Comprehensive understanding of wealth products and services, • Strong verbal and written communication skills, • Strong organizational and time management skills, • Ability to travel within assigned market to meet prospects, clients and partners five days a week, • Ability to commute within assigned territory, • Understanding of wealth management business development techniques, • Understanding and experience interacting with retail and small business banking clients, • Consultative sales experience required, • Ability to establish relationships and partner effectively with other departments OCC: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA., • Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA., • Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% • Domestic Travel Continuous, • International Travel Occasional, • Performing sedentary work Continuous, • Performing multiple tasks Continuous, • Operating standard office equipment - Continuous, • Responding quickly to sounds Occasional, • Sitting Continuous

Staff recruiter jobs in Hempstead, New YorkCreate job alerts

Popular jobs searches in Hempstead, New York

Popular staff recruiter jobs locations