Financial advisor jobs in Levittown, New York (NY) State

Financial Advisor – Albany, NY. This position works directly with the President to provide comprehensive financial planning and investment management services for clients and prospects seeking advice on how to reach their financial goals. In this role, you will be providing Personal Financial Pla...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning support to clients....

Financial Advisors/Representatives at Northwestern Mutual-. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our best-in-class advisors, mentors, and products. As a Northwestern Mutual Financial Advisor/Representative:. We combine the e...

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive i...

A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary. Financial Advisor/Wealth Management Advisor Career Description:. Financial Advisor Role at Northwestern Mutual, New York. We are seekin...

This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and an...

In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. Take your career to the next level at Prudential Advisors! Chan...

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. We have a passion to make a positive ....

We are looking for Experienced Advisors to join our Team at Greater Metro Financial Group!. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. We support you by offering financial packages designed to make your transition to Prudential as smoo...

Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding. Desire to be the support a rapidly growing financial advisory practice. Track and address investment alerts ...

Analyze financial information obtained from clients to determine strategies, financial products, and services to help clients meet their financial objectives. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products an...

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a cl...

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) to help clients achieve their financial goals. Key traits of a successful associate financial advisor:. Ability to adhere to rules and regulations as req...

A top-tier global financial institution is seeking an experienced and Senior Wealth Advisor to join their team. This person will be responsible for growing a book of business and will be assisting HNW & UHNW clients with their investment management and financial planning needs. This individual wi...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a c...

Are you a dynamic go-getter with a passion for financial success? Do you thrive in a collaborative and energetic environment? Strategies for Wealth is seeking ambitious individuals to join our team as Financial Advisor. Make a positive impact on the lives of clients by providing financial solutio...

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, in...

Financial Advisor, Strategy and Transactions (S&T) (Valuation Modeling & Economics - Business Valuation) (Financial Services Office) (Manager) (Multiple Positions), Ernst & Young LLP, New York, NY. Must have 2 years of experience working on business valuation mergers and acquisitions; conducting ...

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, in...

Private Client Financial Advisors are their clients' primary trusted advisor. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors work with...

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial live...

The Financial Aid Advisor is responsible for assisting students to correctly complete applications for federal, state, and local student financial assistance programs. The Financial Aid Advisor must have at least three years of significant financial aid work experience, preferably within the priv...

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their familie...

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial live...