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Financial Advisor, NY, NY
2 weeks ago
Santander Holdings USA Inc New York, United States Full timeFinancial Advisor, NY, NYCountry: United States of AmericaAchieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis · Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the ...
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Financial Advisor
2 weeks ago
Equitable Advisors New York, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...
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Financial Advisor
3 weeks ago
Northwestern Mutual New York, United StatesFinancial Advisor/Wealth Management Advisor – Northwestern Mutual: · Managing Director's Unit · Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to ...
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Financial Advisor
1 week ago
Northwestern Mutual New York, United StatesFinancial Advisor/Wealth Management Advisor Career Description: · Managing Director's Unit · Financial Advisor Role at Northwestern Mutual, New York · We are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role that offers room for growth ...
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Financial Advisor
3 weeks ago
Prudential Financial New York, United StatesWe are looking for Experienced Advisors to join our Team at Greater Metro Financial Group · You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. · Prudential will provide ...
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Financial Advisor
1 week ago
Northwestern Mutual New York, United StatesFinancial Advisor/Wealth Management Advisor Career Description: · Financial Advisor Role at Northwestern Mutual, New York · We are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role that offers room for growth and a promising job outlook ...
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Financial Advisor
3 weeks ago
Selby Jennings New York, United States Full timeResponsibilities: · - Build and maintain relationships with high-net-worth clients, serving as their trusted advisor and primary point of contact for all financial matters. · - Conduct in-depth financial analysis and develop personalized financial plans tailored to each client' ...
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Financial Advisor
3 weeks ago
Stefans Law Group PC New York, United StatesSummit Advisors of Long Island Inc. is a financial planning firm working together with Summit Tax Advisors and Stefans Law Group PC to integrate all aspects of clients' financial life. We offer 'One stop shopping' for clients, financial, tax and legal needs. Visit us at · to le ...
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Financial Advisor
1 day ago
Equitable Advisors New York, United StatesEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: · • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financi ...
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Financial Advisor
2 weeks ago
Equitable Advisors LLC New York, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is se ...
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Financial Advisor
1 week ago
Empower Staten Island, United States Full timeGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...
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Financial Advisor
1 week ago
Northwestern Mutual New York, United StatesFinancial Advisor/Wealth Management Advisor Career Description: · Managing Director's Unit · Financial Advisor Role at Northwestern Mutual, New York · We are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role that offers room for grow ...
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Financial Advisor
4 days ago
JCW New York, United StatesI've Partnered with a high-end boutique Investment firm that is looking to add a skilled Financial Advisor to their team. They're targeting a Financial Advisor with an existing book of business with clients with an average net worth of at least $1 million. · Responsibilities: · B ...
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Financial Advisor
1 week ago
Northwestern Mutual New York, United StatesFinancial Advisor/Wealth Management Advisor Career Description: · Financial Advisor Role at Northwestern Mutual, New York · We are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role that offers room for growth and a promising job outlo ...
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Financial Advisor
1 week ago
Prudential Financial New York, United StatesPrudential Advisors is looking for driven, motivated self-starters in the Buffalo-Niagara area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the ...
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Financial Advisor
1 day ago
Equitable Advisors New York, United StatesEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: · • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financi ...
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Financial Advisor
1 week ago
Northwestern Mutual New York, United StatesWhy join Northwestern Mutual: · Fortune 100 company (2021) · Forbes' Best Employers for Diversity · Top 10 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Cor ...
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Financial Advisor
3 weeks ago
The Judson Group New York, United StatesFinancial Advisor | Morristown, New Jersey · Reference Number: MHH7364 · Location: Morristown, New Jersey · Judson Group has been retained by a leading wealth and financial services company in the search for a · Financial Advisor. · The firm is known for their commitment to bu ...
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Financial Advisor
1 week ago
Career Group New York, United StatesFinancial Advisor – Albany, NY · Boutique wealth management firm based in is seeking a · Financial Advisor . This position works directly with the President to provide comprehensive financial planning and investment management services for clients and prospects seeking advice on ...
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Financial Advisor
2 weeks ago
Forest Hills Financial Group New York, United StatesForest Hills Financial Group, a member of The Guardian Network, is looking for individuals like you to join our team as a Financial Advisor. · We take an uncommon approach to financial services, focusing on longterm results and leveraging technology, exceptional relationship man ...
Financial Advisor - New York, United States - The Judson Group
Description
Financial Advisor | Morristown, New JerseyReference Number:
MHH7364Location: Morristown, New JerseyJudson Group has been retained by a leading wealth and financial services company in the search for a
Financial Advisor.
The firm is known for their commitment to building UHNW client relationships and providing financial planning and investment management expertise.
The ideal candidate has extensive experience working with UHNW clients/business owners with a focus on wealth and financial planning and strategies.
Responsibilities:
Responsible for proactive face-to-face communication and relationship building with UHNW clients, centers of influence, and prospects for clients.
Responsible for satisfaction and retention of the firm's UHNW clients.
Maintain the client relationships, administration, and servicing of all financial needs of clients.
Responsible for wealth planning, portfolio management, and financial planning strategies.
Effectively communicate financial plans during client meetings.
Work with clients to ensure action items are thoroughly executed and documented.
Work with various firm members and specialists to ensure the client's financial needs are met.
Requirements:
5+ years of client facing/relationship management experience preferred
Advanced education and designations desired:
CFP, CFA, CPA/PFS, JD/LLMFINRA Series 7 preferred.
Ability to take on lead advising responsibilities.
Experience working with business owners highly desired.
Experience with various planning components including retirement planning, tax planning, estate planning, cash flow planning, asset protection, and/or investment planning highly preferred.
Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
Compensation:
Very competitive base salary, bonus, and benefits
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