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

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...

Primary responsibilities include Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects...

Primary responsibilities include Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects...

Primary responsibilities include Identify client objectives and goals; then monitor progress throughout the financial lifecycle Broaden and deepen affluent client relationships in investment, deposit, and lending Become a trusted advisor who earns referrals from existing clients Engage prospects...

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 ...

If you want to unlock your potential as a financial professional, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. As an Equitable Advisors' Financial Professional, you will prospect for potential clients, both...

Prudential Advisors is looking for driven, motivated self-starters in the Buffalo-Niagara area that are interested in a career in financial services. Prudential Advisors, one of the Prudential Financial Companies, is looking for individuals who are committed to making an impact in the lives of th...

Mitlin Financial Inc, a growing wealth management firm, is seeking an Advisor to assist in our mission of helping those we serve achieve their financial goals while finding. Mitlin Financial’s Founder was named a Top Financial Advisor in 2021, 2022, and 2023 by Investopedia and is consistently fe...

Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The Legend Group has a new and exciting opportunity available fo...

Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability...

Prudential Advisors is looking for an experienced financial professional in the Albany area that is interested in working with an existing book of clients. The look and feel of an independent advisor with the benefits of being an employee. We support you by offering financial packages designed to...

Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The Legend Group has a new and exciting opportunity available fo...

Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high qu...

Mitlin Financial Inc, a growing wealth management firm, is seeking an Advisor to assist in our mission of helping those we serve achieve their financial goals while finding. Mitlin Financials Founder was named a Top Financial Advisor in 2021, 2022, and 2023 by Investopedia and is consistently fea...

Role: Senior Financial Advisor - USA (SVP/Principal). Conduct in-depth financial analyses to understand clients' financial situations, goals, and risk tolerance. Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest comp...

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 Planning, Wealth Management and Por...

The Director, Global Sanctions & Financial Crimes Compliance Program Advisor will report to and work directly with the Head of Global Financial Crimes Compliance Program Office within S&P Global Enterprise Risk & Compliance. Director, Global Sanctions & Financial Crimes Compliance Program Advisor...

Superior knowledge of financial analysis, risk evaluation, loan documentation. ...

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...

Thinking about making a career move as a Financial Advisor to a growing firm where your career growth is unlimited? Look no further! TD is hiring and we are adding to our team of Financial advisors. The Financial Advisor II (FA) role requires previous experience selling investments and providing ...

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their sho...

Talent Masters is teaming up with an award-winning, industry-leading financial services company to find a driven, high-energy Financial Advisor who knows and loves their local area. Ready to make a difference in your local community and transform lives? Don't wait - apply now to join our dynamic ...

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their sho...

Talent Masters is teaming up with an award-winning, industry-leading financial services company to find a driven, high-energy Financial Advisor who knows and loves their local area. Ready to make a difference in your local community and transform lives? Don't wait - apply now to join our dynamic ...