Wealth advisor jobs in Holbrook, New YorkCreate job alerts

Relationship Manager - Series 65 Required Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities • Deliver white-glove service to clients with speed, accuracy, and professionalism, • Prepare for client meetings and proposals with exceptional attention to detail, • Draft and manage client communications via email, phone, and written correspondence, • Participate in client meetings, document notes (with AI support), and manage follow-ups, • Gather and organize information to support comprehensive financial planning, • Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.), • Maintain meticulous CRM documentation of all client communications, tasks, and appointments, • Assist with account maintenance, asset allocations, and quarterly reporting, • Serve as the first line of response for client inquiries across email and phone, • Build and deepen client relationships with empathy, connection, and professionalism, • Partner with operations to proactively resolve custodial issues and escalate when appropriate, • Adhere to all firm and industry supervisory and compliance requirements, • Participate in firm meetings, training, client events, and continuing education, • Service-oriented with a genuine interest in caring for clients, • Exceptionally organized, dependable, and detail-oriented, • Calm, professional, and effective in a fast-paced environment, • Process-driven with strong ownership and accountability, • Excellent time management and multitasking capabilities, • Comfortable using CRM and workflow tools (Salesforce preferred), • Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks, • 3–5 years of experience in financial services (RIA experience strongly preferred), • Strong working knowledge of Schwab custodial operations, • Series 65 required, • Bachelor’s degree strongly preferred, • CFP® certification or desire to pursue, • Strong understanding of client confidentiality and discretion, • Reports to: Lead Advisor, • Functional Area: Client Success / Operations, • Base Salary: $70,000 – $90,000, • Bonus: Performance-based, tied to individual and firm objectives, • Employment Type: Full-time W-2, • Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits, • Career Development: Clear progression and professional growth opportunities

IN ORDER TO BE CONSIDERED YOU MUST BE A U.S. CITIZEN AND LIVE IN EITHER NASSAU OR SUFFOLK COUNTY AND HAVE A CAR. Relationship Manager A growing wealth management firm, RIA is seeking a Relationship Manager (RM) to assist in our mission of helping those we serve achieve their financial goals while finding JOY in the journey. The Relationship Manager will play a mission-critical role by supporting the advisors to ensure a human-first personalized experience. Core Responsibilities: The Relationship Manager (RM) works with the team full time in the office and external professionals to service existing client relationships and plays a pivotal role in onboarding new clients. This client-facing position is critical to the firm’s service model and will be a major part of our growth objectives. 𝗪𝗛𝗔𝗧 𝗧𝗢 𝗘𝗫𝗣𝗘𝗖𝗧: ▪️ Deliver white-glove service to clients with speed, accuracy, and professionalism. ▪️Prepare for client meetings and client proposals with accuracy and professionalism. ▪️ Prepare client communications, including e-mail, telephone, and written correspondence. ▪️ Participate in and document (with the help of an AI notetaker) client meetings and follow-up. ▪️ Gather information to analyze and prepare comprehensive financial plans. ▪️Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.). ▪️ Use CRM system to document EVERY client communications, tasks, and appointments. ▪️ Assist with account maintenance, asset allocations, and quarterly reports. 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨 𝗡𝗘𝗘𝗗: ▪️ High level of comfort working with CRM/workflow tools (Salesforce preferred) ▪️ Experience with financial service technology such as MoneyGuidePro, Holistiplan, DocuSighn, Zocks. ▪️ 3 - 5 years of experience in financial services; RIA experience strongly preferred ▪️Knowledge of Schwab custodial operations preferred ▪️Ability to learn and embrace new technology as the firm’s tech stack continues to improve ▪️ Series 65 Required ▪️ Bachelor's degree strongly preferred. ▪️ CFP Certified Financial Planner™ designation or a desire to obtain. ▪️Understand that discretion is required when dealing with clients and their information. ▪️Clean U-4 and U-5 history. Reporting & Collaboration • Reports to: Wealth Advisor, • Functional Area: Client Success / Operations, • Collaboration: Works closely with Advisors, Operations, Administrative Support, Corporate RIA, Custodians, and Service Providers. Michael A. Weinstock -Founder & President Portfolio Placements & Resumes, LLC () (908)-654-0109 Monday-Friday 8am-5:15pm NOW WITH OVER 400+ recommendations THE HYPER-REALISTIC, BRUTALLY HONEST, COMMON SENSE RECRUITER, WHO TELLS IT LIKE IT IS !!!!

Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our Company is a great place to build your career. If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated –self-starters who want: • Comprehensive and ongoing professional training and development, • State-of-the-art marketing and sales solutions, • A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients, • A clearly defined career path including opportunities in Management for qualified individuals., • Comprehensive benefits, including a defined benefit pension plan, and significant earnings potentialHere's what you'll do: As a New York Life Financial services professional, you'll be offering high quality life insurance, fixed annuities, 2 long-term care insurance and other products for insurance and retirement planning needs. You'll also:, • Develop and implement business and marketing plans, • Prospect for potential clients Discuss financial concerns and needs of individuals, • Present potential solutions using our world class suite of products and services, • Develop your professional skills and knowledgeEOE M/F/D/V 503908 1 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason.2 Issued by New York Life and Annuity Corporation, a Delaware Corporation

Relationship Manager - Series 65 Required Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities • Deliver white-glove service to clients with speed, accuracy, and professionalism, • Prepare for client meetings and proposals with exceptional attention to detail, • Draft and manage client communications via email, phone, and written correspondence, • Participate in client meetings, document notes (with AI support), and manage follow-ups, • Gather and organize information to support comprehensive financial planning, • Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.), • Maintain meticulous CRM documentation of all client communications, tasks, and appointments, • Assist with account maintenance, asset allocations, and quarterly reporting, • Serve as the first line of response for client inquiries across email and phone, • Build and deepen client relationships with empathy, connection, and professionalism, • Partner with operations to proactively resolve custodial issues and escalate when appropriate, • Adhere to all firm and industry supervisory and compliance requirements, • Participate in firm meetings, training, client events, and continuing education, • Service-oriented with a genuine interest in caring for clients, • Exceptionally organized, dependable, and detail-oriented, • Calm, professional, and effective in a fast-paced environment, • Process-driven with strong ownership and accountability, • Excellent time management and multitasking capabilities, • Comfortable using CRM and workflow tools (Salesforce preferred), • Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks, • 3–5 years of experience in financial services (RIA experience strongly preferred), • Strong working knowledge of Schwab custodial operations, • Series 65 required, • Bachelor’s degree strongly preferred, • CFP® certification or desire to pursue, • Strong understanding of client confidentiality and discretion, • Reports to: Lead Advisor, • Functional Area: Client Success / Operations, • Base Salary: $70,000 – $90,000, • Bonus: Performance-based, tied to individual and firm objectives, • Employment Type: Full-time W-2, • Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits, • Career Development: Clear progression and professional growth opportunities

Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank. Proven track record of implementing wealth management strategies.

Proven track record of implementing wealth management strategies. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team

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.

This exciting opportunity at Suffolk Federal Credit Union invites you to join our employee advisor model as a Wealth Advisor with LPL Financial. LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. Serves as an advisor

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and intera

JPMS, CIA and JPMorgan Chase Bank, N. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Chase, we have an enthusiasm for helping our clients, taking care of ou

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.

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-CM1 Powered by JazzHR Cxswg45XfK

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Our Wealth Advisors conduct thorough discoveries to understand a client's sho

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and

Estimating Coordinator – Junior Project Manager Track.No relocation assistance provided.Build your career in construction while staying close to home.This is a great opportunity for someone who wants to grow into a junior project management role over time, while working in a stable, office-based e

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.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requiremen

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Knipper Health, you will: Promote meaningful relationships and brand loyalty through engaged and informed conversation with customers (health-care providers, office staff, pat

Savers Value Village - 700 Sills Road - Responsibilities: Assist customers and process inventory in a fast-paced thrift store environment.

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / 401k - As a Customer Service Rep at DGI Supply, you will: Handle customer and sales interactions via phone, email and tickets within the Customer Care Box; Process requests for quotations, order entry and product questions from cu

Customer Support / Remote] - Anywhere in U.Medical, dental & vision / PTO / Paid training - As a Customer Service Rep at Assurant, you will: Handle inbound customer calls and/or e-mails with empathy and professionalism; Resolve issues, answer questions, and provide proactive solutions; Document inte

Waste Connections - - Responsibilities: Answering customer calls and processing customer orders for new service, discontinuance, or changes in service; Accepting payments from customers, researching customer billing inquiries and updating customer account information; Interacting with customers and

PrideStaff - - Responsibilities: Pick, pack, and prepare orders for shipment; Load and unload trucks (manual and pallet jack use); Receive, sort, and stock incoming inventory; Perform basic inventory counts and cycle counts; Maintain a clean, safe, and organized warehouse environment.

Call Center / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Independence Pet Holdings, you will: Respond to 70-90 phone calls per day, providing exceptional customer service in every interaction; Answer customer emails promptly, addres

Customer Support / Remote] - Anywhere in U.Competitive salary / Health, dental & vision / 401k - As a Customer Service Rep at Curri, you will: Facilitate deliveries from booking to successful drop-off and everything in between; Provide best-in-class support for our customers and drivers via chat and

PrideStaff - - Responsibilities: Monitors incoming and ongoing jobs from start to finish, meeting quality standards and deadlines; Perform daily email correspondence; Notify customer of ship dates, production delays, art work and spec status; Monitor and track production standards; Provide directio