Wealth advisor jobs in Valley Stream, NYCreate job alerts

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

Key Functions of a Senior Wealth Advisor Include, But Are Not Limited To:. Minimum 7 years in the wealth, private banking or asset management industry in an advisory/relationship capacity. Chilton Trust (CTC) is a private wealth management firm launched in 2010 by Richard L.

Private Client Advisor In Chase Wealth Management. 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 integra

Senior Wealth Advisor SAFE Act - Hewlett / Long Island.

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Build a book of business and del

Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax. Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory servi

Job Description Sure, I can help you format this job posting for easier pasting. Here it is: Financial Professional with an Accelerated Path to Management 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 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. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. 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. 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. For more information about commission-based income and benefits for financial professionals please follow this link: . 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 our clients. Awards & Accolades… We’re proud of our financial strength. • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2023/2024 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity, • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Company DescriptionJoin One of America's Most Respected Financial Companies! At New York Life, we're proud to be ranked #65 on the 2017 Fortune 100 list. We've earned the highest possible financial strength ratings from major agencies like Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA) as of June 27, 2017. For over 60 years, we've led the industry with the most US members of the Million Dollar Round Table, the gold standard for life insurance sales performance. Why Choose New York Life? Top-Tier Financial Strength: Our ratings speak for themselves. Industry Leadership: Join a company that sets the standard. Comprehensive Benefits: Full-time agents and their dependents enjoy immediate access to medical, dental, vision, long-term disability, and group term life insurance. Career Growth with Eagle Strategies LLC Investment Advisory Services: Offered through our Registered Investment Adviser. Securities Opportunities: Available through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency. A Commitment to Excellence Million Dollar Round Table: Recognized as the pinnacle of life insurance sales performance. Equal Opportunity Employer: We welcome all applicants, regardless of gender, veteran status, disability, sexual orientation, or gender identity. Ready to Make a Difference? Join us at New York Life and be part of a team that values excellence and integrity. Apply today and take the first step towards a rewarding career! SMRU 1859024 exp 7/1/25Join One of America's Most Respected Financial Companies!\r\n\r\nAt New York Life, we're proud to be ranked #65 on the 2017 Fortune 100 list. We've earned the highest possible financial strength ratings from major agencies like Standard & Poor’s (AA+), A.M. Best (A++), Moody’s (Aaa), and Fitch (AAA) as of June 27, 2017. For over 60 years, we've led the industry with the most US members of the Million Dollar Round Table, the gold standard for life insurance sales performance.\r\n\r\nWhy Choose New York Life?\r\n\r\nTop-Tier Financial Strength: Our ratings speak for themselves.\r\nIndustry Leadership: Join a company that sets the standard.\r\nComprehensive Benefits: Full-time agents and their dependents enjoy immediate access to medical, dental, vision, long-term disability, and group term life insurance.\r\nCareer Growth with Eagle Strategies LLC\r\n\r\nInvestment Advisory Services: Offered through our Registered Investment Adviser.\r\nSecurities Opportunities: Available through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency.\r\nA Commitment to Excellence\r\n\r\nMillion Dollar Round Table: Recognized as the pinnacle of life insurance sales performance.\r\nEqual Opportunity Employer: We welcome all applicants, regardless of gender, veteran status, disability, sexual orientation, or gender identity.\r\nReady to Make a Difference?\r\n\r\nJoin us at New York Life and be part of a team that values excellence and integrity. Apply today and take the first step towards a rewarding career!\r\n\r\nSMRU 1859024 exp 7/1/25

Private Client Advisor In Chase Wealth Management. 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.

You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N. Annuities are made available through Chase Insurance Agency, Inc.

The Client Associate enhances the client experience by assisting with the service, maintenance, and growth of the team's high-net-worth client base. The Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team.

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

Job Description We are seeking a Financial Advisor/Investment Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: • Advise clients on investment strategies and other financial decisions, • Assess clients' assets, liabilities and overall financial conditions, • Prepare presentations that recommend various financial products, • Review and communicate portfolio performances to clients, • Previous experience in banking, financing, or other related fields, • Familiarity with investment products and services, • Ability to build rapport with clients, • Strong analytical and critical thinking skills, • Excellent written and verbal communication skillsCompany DescriptionMcDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.McDonnaugh Securities LLC is a fast-growing minority owned Broker/Dealer and Registered Investment Advisor. McDonnaugh Securities LLC has its principal offices in NYC and Long Island New York. Our mission is to build a regional boutique financial service company with Independent Representatives/Financial Advisors which will provide investment advice and wealth management solutions to high-net-worth and Business clients.

Job Description Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged us to identify candidates in these specific markets. • The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients., • Developing clients with your strong COI’s within your market to deliver top service to clients., • Work in a business model which 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. Works collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develops 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 • Bachelor's degree with 7+ years' experience from the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating AUM exceeding 100M USD, • Must have Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products To apply for this position, please send your resume and cover letter to .

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