Wealth jobs in Valley Stream, New York - Page 2Create job alerts

Process all corporate directives including Pull and Hold/Destroy, Task Compliance, Key Survey information requests and any additional communications related to store activities. We offer a wide variety of rewards to support your health, wealth, and mental well-being.

Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary. Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth managem

This position plays a critical role within the Focus financial reporting team and contributes to broader operational and financial initiatives. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep experti

Assist clients, generally high-net-worth families and individuals, with preserving their wealth and administering estates and trusts. The firm prides itself on its culture - quality-first with a supportive and relaxed environment, with exceptional work / life balance - meaning the Partners want and

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated invest

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. This role is eligible for a $5,000 licensing sign on bonus! Sign-on bonus eligibility applies to candidates who apply from March 25 to April 30. As a Workplace Planning Consultant, you will be part of our growing Empower Personal Wealth consultant team, providing support to our customers at key life moments. Our Workplace Planning Consultants provide guidance on available account options for our customers retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New Consultants will have the opportunity to promote to a Senior Workplace Planning Consultant, increasing your overall income potential. The compensation package includes a base salary plus bonus, creating the opportunity to earn a generous paycheck. The bonus compensation component will be variable and tied to specific metric-related goals set by Empower. What you will do: * Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account * Discuss available account options, such as 401K and IRAs, to align to customers retirement savings goals * Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals * Focus on deepening customers relationship with Empower What you will bring: * Bachelor's degree or an equivalent combination of education and professional work experience * Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention * Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire * Motivated, self-starter with the ability to learn new information quickly and independently * Demonstrated relationship management and customer service skills * Problem-solving skills and ability to engage with customers, ask questions, share thoughts, and offer solutions What will set you apart: * Previous experience with inbound and/or phone-based consultation * Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.) * Ability to quickly learn new systems and prior experience with SalesForce a plus * Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment * A growth mindset to meet company and team goals What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. • Medical, dental, vision and life insurance, • Retirement savings 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup, • Tuition reimbursement up to $5,250/year, • Business-casual environment that includes the option to wear jeans, • Generous paid time off upon hire including a paid time off program plus ten paid company holidays and three floating holidays each calendar year, • Paid volunteer time 16 hours per calendar year, • Leave of absence programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA), • Business Resource Groups (BRGs) BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. Job Posting End Date at 12:01 am on: 06-01-2026 Want the latest money news and views shaping how we live, work and play? Stay in the know with ___ and sign up for Empowers free newsletter. Workplace Flexibility: Remote - Nationwide

The Tax Accountant will play a key role in delivering high-quality tax and accounting services. This includes preparing individual and business tax returns, conducting client interviews, and providing guidance on a variety of tax matters. Prepare tax returns and provide accounting services for indiv

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

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short

Bachelor's degree or equivalent required and 2+ years sales specific industry experience at the Associate Director level (investment products, capital markets, partnering with advisors). As a Director, 4+ years sales specific industry experience needed. Open to hiring up to Director level for the ri

Bachelor's degree or equivalent required and 2+ years sales specific industry experience at the Associate Director level (investment products, capital markets, partnering with advisors). As a Director, 4+ years sales specific industry experience needed. Open to hiring up to Director level for the ri

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation package - this is Total Rewards.Employees enjoy multiple wealth-building opportunities through our annual st

Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one of the largest businesses of its kind in the w

In this role, you will manage client relationships and provide targeted advice on investments and wealth management.

Bilingual Chinese Mandarin/Cantonese.

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

A leading financial services firm in New York is seeking a Wealth Management Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors.

CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. 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 financi

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.

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. Morgan Wealth Management is committed to serving clients acr

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 Advisor Safe Act - Nassau County.

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

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

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, a

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

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

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Wealth Relationship Manager SAFE Act - NYC Metro. Proactively source, acquire and expand high value customer relatio

Please Note: We have ONE opening for an Advisory Manager that can be based in one of our many office locations: Charlotte, NC - Atlanta, GA - Boston, MA - Westwood, NY - Wayne, PA - New York, NY - Annapolis, MD - McLean, VA. We are looking for an Advisory Manager that will be responsible for leading

Senior Wealth Advisor SAFE Act - Queens. The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

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

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

CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. 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 financi

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.The Citizens W

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

In conjunction with the Senior Risk Officer, the Risk Officer has accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other

Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary. Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth managem

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate.

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

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. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need. As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-ser

Our 103,500 employees – 19,000+ nurses and 12,000+ credentialed physicians, including members of Northwell Health Physician Partners – are working to change health care for the better. To make the transition as smooth as possible, you will have partners who have a wealth of experience in all the

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. 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 profes

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