Jobs
>
New York City

    Financial Advisor/Financial Planner - New York, United States - John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC

    John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC
    John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC New York, United States

    3 weeks ago

    Default job background
    Description

    The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.

    Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning.

    They should have a book of business preferably, and be comfortable creating comprehensive financial plans as well as developing areas that need implementation to enhance client growth.

    Responsibilities

    • Provide comprehensive financial planning support to clients
    • Support investment professionals to cultivate and build on client relationships
    • Develop new opportunities for growth

    Qualifications

    • Bachelor's degree or higher
    • Series 7, 63
    • CFP, ChFC, etc. a plus, but not needed
    • 5+ years of industry experience
    • Book of business
    • Strong understanding of the investment and wealth management market
  • Adecco

    Financial Planner

    2 weeks ago

    Adecco New York, United States

    Adecco has partnered with women's fashion house to hire a Senior Manager Company Planner. · This is a 6 month, hybrid, 40 hour work week contract in Times Square. The pay is $65-$70/hr. · About the Position: · The role of Company Planning is to generate and promote strategic plan ...

  • Right Executive Search, LLC

    Financial Planner

    1 week ago

    Right Executive Search, LLC New York, United States

    Job Description · Job DescriptionCertified Financial Planner (CFP) · Wealth Management · New York, NY. (Hybrid 3 days in office) · Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an exp ...

  • Betterment

    Financial Planner

    1 week ago

    Betterment New York, United States

    About Betterment · Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. ...

  • Career Group

    Financial Advisor

    18 hours ago

    Career Group New York, United States

    Financial 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 how ...

  • The Judson Group

    Financial Advisor

    2 weeks ago

    The Judson Group New York, United States

    Financial Advisor | Morristown, New Jersey · Reference 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 ...

  • Equitable Advisors

    Financial Advisor

    5 days ago

    Equitable Advisors New York, United States

    Equitable 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 ...

  • Stefans Law Group PC

    Financial Advisor

    2 weeks ago

    Stefans Law Group PC New York, United States

    Summit 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 ...

  • Equitable Advisors

    Financial Advisor

    5 days ago

    Equitable Advisors New York, United States

    Equitable 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 ...

  • JCW

    Financial Advisor

    1 week ago

    JCW New York, United States

    I'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 ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual New York, United States

    Why 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 ...

  • Prudential Financial

    Financial Planner

    2 weeks ago

    Prudential Financial New Jersey, United States

    As a Financial professional you will help educate others to make better financial decisions. Whether you're a new professional or have been in the workforce for several years, this is an opportunity to utilize your entrepreneurial spirit and passion for helping others. · Developi ...

  • Prudential Advisors - NYC/NJ

    Junior Financial Planner

    2 weeks ago

    Prudential Advisors - NYC/NJ New York, United States

    Explore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm. In general, the entrepreneurial ...

  • Alliance Benefit Group

    Financial Advisor

    2 weeks ago

    Alliance Benefit Group New York, United States

    Job Description · Job DescriptionJOB SUMMARY: Financial Advisor - New York City · We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual New York, United States

    Financial 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 ...

  • Prudential Financial

    Financial Advisor

    3 weeks ago

    Prudential Financial New York, United States

    We 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 ...

  • Prudential Financial

    Financial Advisor

    2 weeks ago

    Prudential Financial New York, United States

    Prudential 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 ...

  • Dynamic Wealth Strategies Inc

    Financial Advisor

    3 weeks ago

    Dynamic Wealth Strategies Inc New York, United States

    Job Description · Job DescriptionA successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a mini ...

  • Forest Hills Financial Group

    Financial Advisor

    2 weeks ago

    Forest Hills Financial Group New York, United States

    Job Description · Job DescriptionForest 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 long‐term results and leveraging techno ...

  • Insight Financial Planning

    Financial Advisor

    2 weeks ago

    Insight Financial Planning York, United States

    Job Description · Job Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. · Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship bu ...

  • Keller Executive International Search

    Financial Advisor

    5 days ago

    Keller Executive International Search Jersey City, United States

    Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Miami. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in m ...