Trabajos wealth advisor en Valley Stream, New YorkCrear alertas

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 DescriptionTop Job Located in Manhasset, NY Salary: $25-$30 The Associate Financial Advisor will work closely with the Wealth Management Advisor on a day-to-day basis, focusing on client communication, follow-up, and enhancing the client experience. This role requires an individual who is detail-oriented, personable, and enjoys client interaction. Key responsibilities include attending client meetings, gathering financial information, scheduling appointments, and client service. Professional development and personalized training are provided as part of a career path towards becoming a financial advisor. Specific responsibilities may include but are not limited to: Responsibilities: • Attend client facing meetings both virtually and in-person., • Take meeting notes to document the conversation and next steps., • Ownership of post-meeting follow up email/phone correspondence to clients and potential clients to gather information and share findings from the meeting., • Input information and notes into client management system., • Assign workflow to appropriate team members based on specific client's needs., • Follow up with clients or potential clients to move forward in the process and coordinate next steps with them to keep the flow of business moving., • Work with team members to make sure action items are being moved forward and completed., • Make phone calls to clients and potential clients to gather information, schedule meetings, and check-in as directed., • Handle or direct incoming client correspondence to the correct team member., • Utilize the appropriate software as necessary (Outlook, Office, CRM, etc.). . Monday-Friday 10am-5pm Qualifications: • Associate or bachelor's degree in related field preferred., • Some employment experience relating to administrative support in insurance/investment industry preferred. #2127OS Express Office: Farmingdale 565 Broadhollow Road Suite 9E Farmingdale, NY 11735

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

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

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

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

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 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.

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

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

Works with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team members. The Group Director is a senior service level position for a Financial Advisor(s)/Private Wealth Advisor(s)/teams who is responsibl

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Registered Client Service Associate. Onboarding and maintaining client accounts, including collecting client information and required doc

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.

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.

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