- Foster relationships with existing clients to ensure a top-tier level of service is provided to continue the work and planning that was set forward by senior advisor/firm.
- Learn and effectively communicate the firms planning and investment philosophy.
- Proactively manage their calendar, with a target of 3+ appointments/calls per day.
- Conduct reviews with clients to ensure all aspects of the financial plan are still relevant to the client's goals. Identify planning, investment and insurance opportunities as the client's needs evolve (or as the economy/market changes).
- Conduct fact-finding and plan presentations with prospects. Systematic outreach to existing insurance or brokerage clients of the firm, to identify and close wealth management or planning opportunities.
- Actively develop prospective client relationships and relationships with other professional centers of influence.
- Work proactively with other team members in investment operations, insurance operations, and planning throughout the client onboarding and servicing process.
- Think creatively and have thought partnership on growing the practice.
- Create an unmatched client experience.
- Ensure all client information is kept confidential while also tracking business and case details in CRM systems, with case notes.
- 5+ years of client facing financial advising experience
- Bachelor's Degree
- FINRA Series 7
- CFP designation, preferred
- NY Life/Health Insurance licensed, or willingness to obtain
- Excellent written and verbal communication skills
- Growth focused professionals that have a passion for comprehensive planning
- Salary
- Bonus eligible after 3 months
- 401(k) with Match
- Paid Time Off
- Health, Dental, and Vision Insurance
- Group Long-term Disability Insurance
-
Private Wealth Advisor
1 week ago
Point Wealth Management Melville, United StatesThe right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning profession and delivering a first-class client experience. · Responsibilities: · Fos ...
-
Entry-Level Wealth Advisor
1 week ago
New York Life - Nassau-Suffolk NY Melville, United States· We are seeking a driven and ambitious individual eager to expand their expertise in wealth management and financial planning. Join our Melville team as an Entry-Level Wealth Advisor and embark on a rewarding journey. · Responsibilities include closely collaborating with clien ...
-
Entry-Level Wealth Advisor
1 week ago
New York Life - Nassau-Suffolk NY Melville, United States· Are you a motivated individual eager to enhance your skills in wealth management and financial planning? Join our Melville team as an Entry-Level Wealth Advisor and start a fulfilling journey with us. · Responsibilities: Work closely with clients to offer expert advice and co ...
-
Wealth Advisor Internship
5 days ago
Northwestern Mutual - Park Ave Farmingdale, United States InternshipSHIPJob Description · Job DescriptionSalary: · INTERNSHIP OPPORTUNITY - Currently working in Hybrid Model · Eligibility: College Juniors / Seniors + Graduate Students · Individuals who are driven, entrepreneurial, self-motivated, great at building relationships and goal-oriented, an ...
-
EntryLevel Wealth Advisor
3 weeks ago
New York Life - Nassau-Suffolk NY Melville, United StatesWe are seeking a driven and ambitious individual eager to expand their expertise in wealth management and financial planning. Join our Melville team as an Entry-Level Wealth Advisor and embark on a rewarding journey. Responsibilities include closely collaborating with clients to ...
-
Wealth Management Advisor
1 week ago
Equitable Advisors Stamford, United StatesA culture of growth with a firm that supports · You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find ...
-
Senior Wealth Advisor
1 week ago
Wilmington Trust Norwalk, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
-
Advisor | Wealth Advisor
2 weeks ago
University Hospital New Jersey Newark, NJ, United StatesThe primary purpose of the Financial Assistance Advisor position is to ensure that pertinent and accurate insurance information is obtained from the patient and subsequently updated in the hospital's computer system for billing purposes. applications and Public Assistance inquiry ...
-
Senior Wealth Advisor
3 weeks ago
Wilmington Trust Norwalk, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
-
Senior Wealth Advisor
3 weeks ago
Citigroup Inc Stamford, United StatesPositions are located within the TRI - State Area; NY/CT/NJ Market · Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private ...
-
Senior Wealth Advisor
3 weeks ago
M&T Bank Norwalk, United StatesOverview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...
-
Senior Wealth Advisor SAFE Act
1 week ago
Citigroup Inc Fresh Meadows, United StatesCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
-
Senior Wealth Advisor SAFE Act
3 weeks ago
Citigroup Inc White Plains, United StatesThe Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise ...
-
Financial Advisor
2 weeks ago
Northwestern Mutual Melville, United StatesFor over 160 years, Northwestern Mutual advisors have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to ...
-
Financial Sales Representative
3 days ago
Northwestern Mutual Melville, United StatesLOCAL Long Island candidates only - must be living in or near Suffolk County (Melville, NY) prior to applying · Our Northwestern Mutual office in Suffolk County (Melville, NY) is currently seeking individuals to join our team of Financial Advisors. We specialize in recruiting "c ...
-
Merrill Experienced Financial Advisor
3 weeks ago
Bank of America Melville, United StatesMerrill Experienced Financial Advisor · Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, ...
-
Entry-Level Financial Advisor
1 week ago
New York Life Melville, United States· Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful Entry-Level Financial Advisor candidate ...
-
Entry Level Financial Advisor
1 week ago
New York Life - Nassau-Suffolk NY Melville, United States· Exciting Opportunity for Entry-Level Financial Advisor in Melville, NY · Seeking passionate individuals to join the New York Life Long Island General Office. Make a meaningful impact by helping families, business owners, and corporations secure their financial futures. Autono ...
-
Financial Professional
1 week ago
New York Life Insurance Company Melville, United States· Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of indu ...
-
Financial Professional
9 hours ago
New York Life Melville, United States· Are you an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of indu ...
Private Wealth Advisor - Melville, United States - Point Wealth Management
1 week ago
Description
The right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning profession and delivering a first-class client experience.
Responsibilities:
Qualifications:
Benefits Package: