Wealth advisor jobs in Plainview, New YorkCreate job alerts

Job Description We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Advisor, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. Why work for us? • Industry top tier Training & Development, • Career growth opportunities We are currently only accepting applicants located in Long Island and Queens, New York, All other applicants will not be considered. Compensation: $120,000+ at plan earnings Responsibilities: • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • 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, • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Competitive, • Driven, • Go-getter, • Coachable, • Communicative, • Self-disciplined, • AuthenticAbout Company New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

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

Job Description Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning. Engage deeply with clients, offering expert advice and comprehensive financial planning to help them reach their financial aspirations. Focus on cultivating client relationships, assisting them in defining and attaining their financial goals. Benefit from continual support and contribute to a collaborative team environment. This opportunity is perfect for those eager to enhance their knowledge in Investment and Financial Planning. Full-time position with comprehensive training provided, regardless of previous experience. Competitive salary: $116,000 annually + extensive benefits package. Compensation: $116,000 yearly Responsibilities: • Provide clients with financial guidance and education to create custom retirement plans and investment strategies, • Analyze clients' financial situations and provide advice on risk management strategies, • Keep up to date with relevant financial regulations and news, and communicate changes to clients, • Identify opportunities to increase clients' financial performance and profitability, • Find and obtain clients to build a financial services practice, • We work with business owners, individuals, and families Qualifications: • US Work Authorization, • Excellent people skills and communication skills, • Some experience in a sales or financial services-related position is preferred, • Proficient in the use of Microsoft Office and other financial systems, • Competitive, • College Degree, • Life and health, SIE, Series 6 or 7 preferred but not required, • Coachable, • Previous Management skills are a plus, • Sales skills are a plusAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Great opportunity available at the New York Life Long Island, NY for an Entry-Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with us. Drive your professional development independently and positively impact households. Potential for substantial earnings and career progression. Engage with a diverse client base including families, individuals, business owners, and corporations. Training provided to explore Wealth Management. Start a rewarding career journey with our dynamic team, offering flexibility and attractive earning potential. Compensation: $117,000 plus Benefits Responsibilities: • Provide expertise, insights, and financial solutions to families, individuals, business owners, and corporations in the Melville, NY area, • Manage your own financial practice with the backing of a leading Fortune 100 company, • Assist clients in planning and prioritizing their unique financial goals, • Begin as an agent with the potential to advance into an advisory role, • Enjoy the benefits of being an independent business owner while receiving support and guidance, • Contribute to shaping the financial futures of clients in the local community Qualifications: • Experience is not needed, but a plus. We provide Training and Licensing, • Athletes Preferred, • We’re proud to offer training to help you grow your career, • You’ll be in business for yourself, but not by yourself. Development Managers will mentor you and help you grow your career, particularly as you start out, • Bachelor's degree is a plus, • With our training and support, you have the opportunity to work towards the credentials that will qualify you as a licensed Financial Advisor or grow into a leadership role as part of the management team, • Looking for an individual who is coachable and willing to learn, • We are searching for Driven and competitive individuals, • MBA degrees qualify for Fast Track management opportunitiesAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Estamos buscando personas que deseen generar un impacto duradero en el bienestar financiero de individuos, familias y pequeñas empresas. Esto no es simplemente un trabajo de ventas, sino una carrera con propósito y oportunidades. Brindarás tranquilidad a tus clientes mientras los ayudas a enfrentar retos que muchos consideran complejos y confusos, como prepararse para la jubilación y ahorrar para la universidad. Como Asesor Financiero, tendrás la oportunidad de ver el impacto positivo de tu trabajo durante muchos años. Crecerás personal y profesionalmente junto a tus clientes. Lo que ofrecemos: capacitación y desarrollo. Te proporcionaremos una formación integral que incluye una plataforma de aprendizaje líder en la industria, asesoría personalizada por parte de profesionales dedicados a la capacitación y la oportunidad de obtener certificaciones profesionales del sector. También podrás recibir reconocimientos e incentivos de ventas, así como viajes de desarrollo profesional destinados a nuestros Asesores Financieros de mejor desempeño. Estamos tan comprometidos con tu desarrollo que patrocinaremos todas las licencias y certificaciones necesarias para impulsar tu carrera. Esto también te abrirá la puerta para unirte a nuestra oportunidad de Fast-Track to Management en un plazo de un año para iniciar tu camino en liderazgo. Además de esta formación y apoyo, New York Life te brindará las herramientas que necesitas para tener éxito en tu día a día, incluyendo expertos disponibles para responder tus preguntas y un conjunto de herramientas digitales de ventas, prospección y marketing que te ayudarán a atraer y retener clientes mediante contenido web, redes sociales y correo electrónico. New York Life, junto con sus subsidiarias, ofrece una variedad de productos, incluidos seguros de vida, anualidades, seguros de cuidado a largo plazo, seguros de ingresos por discapacidad y productos de inversión como fondos mutuos a través de nuestra firma de corretaje, NYLIFE Securities LLC (miembro de FINRA y SIPC), una agencia de seguros autorizada, lo que garantiza que las soluciones que desarrolles con tus clientes contribuyan a que ellos y sus familias alcancen sus metas financieras. También tendrás la opción de especializarte y obtener experiencia en diferentes áreas, como convertirte en asesor financiero con Eagle Strategies LLC, nuestra división de asesoría en inversiones, para ofrecer servicios de gestión patrimonial y asesoría, estrategias de planificación patrimonial y soluciones empresariales. Cuando te unes a New York Life, te unes a un equipo sólido con opciones de apoyo entre colegas, como grupos de estudio, mentorías y otras oportunidades para interactuar con tus compañeros Asesores Financieros. Compensation: $125,000 yearly Responsibilities: • Engage customers and prospects using events and other marketing initiatives that support insurance sales and brand awareness, • Handle the management of all marketing strategies and campaigns - communicating with marketing, sales, insurance agents, and vendors, • Involucrar a clientes y prospectos mediante eventos y otras iniciativas de marketing que apoyen las ventas de seguros y el reconocimiento de la marca., • Gestionar todas las estrategias y campañas de marketing, comunicándose con los equipos de marketing, ventas, agentes de seguros y proveedores.Qualifications:, • Deseo de trabajar duro y construir una carrera exitosa.About Company New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

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 Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $75,000 - $125,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • 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, • Embrace the role of a structured yet coachable team player open to continued education and training from other team membersQualifications:, • A required Bachelor’s degree in business administration, finance, or similarly related field, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clientsAbout Company About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $100,000 at plan yearly Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a collaborative team player willing to further development through continued training opportunitiesQualifications:, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey. Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. 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. You possess… • A passion for helping others and making a positive impact in your community., • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms., • A lifelong learner mentality with a desire to continue growing., • Self‐motivation, a confident personality, high integrity, and a strong desire to succeed. What you’ll be doing… • Working with clients to understand their goals, concerns, and current financial information., • Analyzing information to create a strategy with appropriate products and services., • Developing and maintaining a base of clients who value your input and guidance., • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide… • Tools and technology to help you appropriately gather, manage, and service your clients., • Development and training—locally, virtually, and nationally—to support your educational needs., • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients., • Mentorship and joint-work opportunities., • Superior service and support., • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities., • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Benefits * Life Insurance * Flexible schedule * Vision Insurance * 401(k)matching * Flexible spending account * Health insurance * Dental insurance * Retirement plan Requirements • Must be a US citizen or permanent resident, • A four‐year college degree(Preferred), • Obtain appropriate licensing Pay: Commission Bonus Who we are… Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)

Title: Financial Advisor / Wealth Advisor Location: Melville, NY Duration: Full-Time direct hire Job Description: Onsite Position As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. Qualifications & Experience: 5-10+ years of experience as a Fina

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link income-and-benefits Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Parental leave, • Tuition reimbursement, • Vision insurance Ability to Commute: • Melville, NY 11747 (Required) Ability to Relocate: • Melville, NY 11747: Relocate before starting work (Required) Work Location: In person

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. Our client is a growing super regional full-service bank

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

Senior Wealth Advisor Safe Act - Long Island. The Wealth Relationship Advisor Safe Act is a seasoned professional role. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by

At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team. Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence w

Senior Wealth Advisor - Nassau County. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial li

Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients.You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the fir

Opal Wealth Advisors, located in Jericho Long Island (NY) is a registered investment advisor (RIA) dedicated to helping their clients create and use wealth to accomplish their financial goals. Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professional

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. Morgan Chase, we have an enthusiasm for helping our cl

Wealth Relationship Advisor Safe Act.The Wealth Relationship Advisor SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function.Integrates subject matter an

Job Description We’re looking for driven and motivated leadership-oriented individuals to join our Management Career Path. In this career, you’ll have the opportunity to accelerate your path to management and advance within 6 months. Our ideal candidate is a dynamic and creative thinker with experience in any capacity of Management or Sales and is ready to confidently bring a winning sales plan to our exciting team. MBA Candidates also qualify. Apply today! Why work for us? • $100K base Salary plus Compensation, • Full employee Benefits: Health, dental, Vision, Life Insurance, and Disability, • Profit Sharing, • 401k, • Pension, • Build and develop a Team of Advisors, • Recruit potential candidates, • Motivate the sales team to meet or exceed established monthly, quarterly, and annual sales targets, • Assist your team in generating new business, closing deals, and increasing revenue, • Study and research local market trends and competitor activity to discover potential leadsQualifications:, • Experience in any Sales Capacity, • Experience in Management or any leadership role, • MBA degree About Company New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more.

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

Title: Financial Advisor / Wealth Advisor Location: Melville, NY Duration: Full-Time direct hire Job Description: Onsite Position As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. Qualifications & Experience: 5-10+ years of experience as a Fina

Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well a

UK/Canada/Europe/Singapore/Dubai/Australia-based Investment Banking or Private Equity Experts for a research project with a leading foundational model AI lab.You are a good fit if you: - Have at least 2 years of experience working at top firms in investment banking or private equity with dea

UPS - JobID: 95DA4083B16846FAB6DDE0D151D44FED [Material Handler / Freight Handler] As a Warehouse Worker at UPS, you'll: Be responsible of loading and unloading, packing and unpacking, auditing, and general housekeeping; Be responsible of scanning orders, data entry into computerized inventory contr

UK/Canada/Europe/Singapore/Dubai/Australia-based Investment Banking or Private Equity Experts for a research project with a leading foundational model AI lab.You are a good fit if you: - Have at least 2 years of experience working at top firms in investment banking or private equity with dea

Floor & Decor - Job Posting Site [Material Handler / Freight Handler] As a Warehouse Associate at Floor & Decor, you'll: Receive the product off delivery trucks and stock the warehouse in an organized fashion; Ensure the sales floor is stocked and ready for customers the next day; Be knowledgeable o

Amazon delivery partner opportunity – Earn $22.It's simple! Use your vehicle and smartphone to earn extra money delivering with a brand you trust.With Amazon Flex, you only deliver when you want to.Amazon Flex pays delivery partners for completing delivery blocks.When you schedule a block,

Amazon Delivery Drivers - Syosset, NY, United States [Package Handler / Courier] As an Amazon Delivery Driver, you'll: Help deliver packages to customers; Drive an Amazon-branded van; Stay active, Work independently; Work 4-5 days per week and up to 10 hours per day with shifts available seven days

Personal Shopper] As a Grocery Delivery Driver at Shipt you will: Get paid to shop by filling customer orders and delivering to their door; Earn up to $22/hour* shopping for and delivering things people love from stores they trust; Set your own hours - part-time - full time - or any time; Be at leas

Northwell Health - 45 Crossways Parks Drive [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety

Long Beach Rd [Medical Office Assistant] As a Front Desk Receptionist at Medix, you'll: Open the clinic and set things up for the day.Greet patients and assist them through their self-booking process; Answer the phones; Perform back-office tasks such as surgery scheduling and authorizations; Monitor

Service Road [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of clerical duties essential t

Personal Shopper] As a Grocery Delivery Driver at Shipt you will: Get paid to shop by filling customer orders and delivering to their door; Earn up to $22/hour* shopping for and delivering things people love from stores they trust; Set your own hours - part-time - full time - or any time; Be at leas

Northwell Health - JobID: 22171805 [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of cleri

CVS Health - 55 West Ames Court [Package Delivery Driver / Flex Driver] As a Delivery Driver at CVS, you'll: Transport and deliver medication and front store items to patients in a safe and secure manner; Maintain delivery log of activities per policy and procedure; Report status and any problems to

Package Delivery] - Competitive Pay Rates with Bonuses & Tips / Earn on Your Schedule (Part-time or Full-time Flexibility) / User-Friendly Driver App / 24/7 Driver Support - As a Delivery Driver at Jitsu, you will: Operate a delivery vehicle safely and efficiently; Plan and follow the most efficient

Delivery Driver / $18-$25 an hour] - Full-time or Part-time / Earn Extra Cash (Delivery, Tips, & Bonus Incentives) / Flexible Scheduling - Delivery.As a delivery driver with Delivery.Play a crucial role in ensuring prompt and efficient delivery of orders to our customers; Safely and responsibly oper

Personal Shopper] As a Grocery Delivery Driver at Shipt you will: Get paid to shop by filling customer orders and delivering to their door; Earn up to $22/hour* shopping for and delivering things people love from stores they trust; Set your own hours - part-time - full time - or any time; Be at leas

Ajilon - JobID: 3FD752C3-7672-4851-8E54-EEC68B32E0D6 [Medical Office Assistant] As a Medical Receptionist at Ajilon, you'll: Greet patients on arrival and answer telephones encountered in EMR; Verify patients insurance, assure correct information is in patients chart, and distribute HIPAA and consen

Amazon Delivery Drivers - Syosset, NY, United States [Package Handler / Courier] As an Amazon Delivery Driver, you'll: Help deliver packages to customers; Drive an Amazon-branded van; Stay active, Work independently; Work 4-5 days per week and up to 10 hours per day with shifts available seven days

Daikin - 16 Corporate Dr [Package Delivery Driver / Flex Driver] As a Local Delivery Driver at Daikin, you'll: Load, unload and deliver product to customer sites within designated time frames safely using the most efficient routes as possible; Maintain required logs and reports necessary to maintain

Northwell Health - JobID: 21786483 [Medical Office Assistant] As a Receptionist at Northwell Health, you'll: Perform a variety of duties relative to admission, discharge and/or transfer of patients; Perform a variety of clerical duties required to maintain accurate charts; Perform a variety of cleri

Amazon Delivery Drivers - Tonawanda, NY, United States [Package Handler / Courier] As an Amazon Delivery Driver, you'll: Help deliver packages to customers; Drive an Amazon-branded van; Stay active, Work independently; Work 4-5 days per week and up to 10 hours per day with shifts available seven day