Wealth advisor jobs in Oceanside, New YorkCreate job alerts

Associate Wealth Advisors should have strong communication skills and will be dually focused on transitioning into the Wealth Advisor role in some existing client relationships while also marketing in new clients to the firm. Associate Wealth Advisors will prepare wealth plans and financial updates

Senior Registered Client Associate.Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-performing group at RBC Wealth Management.This role is perfect for experienced professionals with 3+ years

JPMS, CIA and JPMorgan Chase Bank, N. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Private Client Advisor in Chas

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. At least 2 years in a Financial Advisor role or equivalent f

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Citi Wealth - Wealth Relationship Manager SAFE Act - Hewlett. Identify, build and deepen relationships to gain incre

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

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

JPMS, CIA and JPMorgan Chase Bank, N. Annuities are made available through Chase Insurance Agency, Inc. CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.

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.

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

Senior Wealth Advisor Safe Act - Nassau County.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N. Annuities are made available through Chase Insurance Agency, Inc. CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Private Client Advisor In C

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. 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

Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. JPMS, CIA and JPMorgan Chase Bank, N. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer se

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stake

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.Using a broad investment product and thought leadership platform along wit

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Securities LLC (JPMS

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Using a broad investment pr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stake

Job Description Transform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world—even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you’ll guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives. With our structured training program, you’ll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference. What we provide: • The flexibility to shape your own career through a hybrid work setup—enjoy remote work combined with in-person training, team collaboration, and continuous support from a Forbes-recognized top insurance company., • A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance., • A training stipend, along with performance-based bonuses., • Weekly team meetings and lunch and learns, • Company-funded professional growth and licensing opportunities., • Room for career progression: We’re seeking motivated individuals who want to grow professionally and step into leadership roles over time., • Mentorship with our advisors to help get you running within your first year., • Networking events that allow you to grow your business and meet potential new clients. No background in finance? That’s completely fine. • More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non-financial fields such as sales., • We will train you and provide you with mentorship that will make you successful, • Will teach you how to network and build a book of business., • If you’ve found success in your current profession and are ready for a new opportunity, we’ll equip you with the training, tools, and mentorship you need to excel in financial services., • We are here to support you and help your business grow. Applicants must be within commuting distance to Hauppauge, NY. Will not be accepting applicants from out of state. Compensation: $90,000 OTE Responsibilities: • Offer solutions in insurance, asset accumulation, and retirement planning., • Develop client relationships and provide tailored financial strategies., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Follow a leadership advancement track with career growth opportunities., • Maintain licensing and keep licenses up to date each year., • Working with an experienced mentor who has been in the industry 3-5 years., • Attending seminars and trainings weekly/monthly to stay up to date on latest products. Qualifications:, • Strong interpersonal and communication skills., • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Competitive mindset with a history of leadership or achievement., • Must be authorized to work in the US., • Willing to get licensing in the first year of hire.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job Description As an Entry Level Financial Advisor you will have the opportunity to start your career in the financial services industry, guiding clients in managing their finances and achieving their financial goals. This role involves building and nurturing client relationships while providing expert advice on a range of financial products and services. In this position, you will receive comprehensive training and support as you learn about investment planning, retirement solutions, and wealth management strategies. You will work closely with senior advisors to develop your skills and gain valuable experience in financial advising. Responsibilities: • Assist clients in understanding their financial needs and goals through initial consultations., • Educate clients on various financial products and services available to them., • Help clients develop financial plans tailored to their individual goals and risk tolerance., • Conduct research and analysis to support investment strategies., • Maintain regular communication with clients to review and adjust financial plans as necessary. Qualifications: • Bachelor’s degree in Finance, Business, Economics, or a related field., • Strong interest in financial markets and a desire to pursue a career in financial advising., • Excellent communication and interpersonal skills, with the ability to build relationships., • Ability to work independently and as part of a team in a fast-paced environment., • High level of organization and strong attention to detail., • Willingness to obtain necessary licenses (e.g., Series 7, Series 63) within the first year of employment., • Previous customer service or sales experience is a plus but not required.

Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $85,000 - $150,000 Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs., • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions., • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts., • Develops long-term relationships with clients and underwriters., • Assist clients with concerns and service issues as needed., • Reach agreed-upon sales targets monthly.Qualifications:, • Valid FINRA Series 7 & 63/66 preferred but not required, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Interpersonal, communication, and presentation skills., • Driven, motivated, and coachable., • Be willing to help others., • New York Life will pay and cover all expenses for training and the exam., • Sales: 1 year (preferred).About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job DescriptionOverview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, investment advisory, property management, development, and specialty lending. Backed by a multi-generation family office legacy, SimpleCITI offers differentiated real estate and private investment solutions to institutional and private wealth investors. Our operating companies include: • SimpleEQUITIES – Private Equity Real Estate, • SimpleADVISORY – SEC-Registered Investment Adviser, • SimpleMANAGE – Commercial Property Management, • SimpleBRICKS – Development, • SimpleSPACES – Industrial & Warehouse Platforms Job Description: SimpleCITI is seeking a results-driven Director of RIA & Family Office Distribution to support and expand distribution of SEC RIA-advised real estate and specialty finance investment products. This role is responsible for developing and managing relationships across the RIA, family office, and private wealth channels, driving product approvals, capital inflows, and long-term advisor partnerships. This is a hybrid role, combining in-office collaboration with client-facing travel, meetings, and industry events. Key Responsibilities: Advisor & Relationship Development: Develop and maintain strong relationships with Registered Investment Advisors (RIAs), family offices, and select institutional-adjacent investors. Product Distribution & AUM Growth: Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings. Product Presentation & Education: Present investment products through in-person and virtual meetings, webinars, conferences, and industry events. Market Intelligence & Opportunity Identification: Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities. Primary External Point of Contact: Serve as the primary relationship manager for external advisors, providing ongoing support, follow-up, and communication. Internal Coordination & Alignment: Collaborate with internal investment, operations, marketing, and compliance teams to ensure alignment between distribution efforts and operational capabilities. Sales & Marketing Support: Assist in the development of sales materials, product decks, and advisor-facing communications tailored to specific client needs. Compliance Partnership: Coordinate closely with the compliance team to ensure all sales and marketing activities adhere to regulatory requirements. Field Feedback & Strategic Input: Provide structured feedback from advisor interactions to support product refinement and strategic planning. Requirements Qualifications: • Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors., • Established relationships with RIAs are required., • 3+ Years of Experience, • Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products., • Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively., • Strong organizational skills and the ability to balance external and internal responsibilities effectively., • Proficiency in CRM tools and data analysis to track client interactions and sales performance., • Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.

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

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. At least 2 years in a Financial Advi

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

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Schedule- Monday through Friday.Tuesday 11-7 and 2 Saturdays or Sundays per month.Greets patients, family members and guests with a friendly smile.Assists patients with signing in and completing registration.Enters and scans patient’s demographic and insurance information into Epic.Verifies insura

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