- Comprehensive and ongoing professional training and development
- State-of-the-art marketing and sales solutions
- A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
- A clearly defined career path including opportunities in Management for qualified individuals.
- Comprehensive benefits, including a defined benefit pension plan, and significant earnings potential
- Develop and implement business and marketing plans
- Prospect for potential clients Discuss financial concerns and needs of individuals
- Present potential solutions using our world class suite of products and services
- Develop your professional skills and knowledge
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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 ...
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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 ...
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Wealth Management Advisor
1 week ago
Equitable Advisors LLC Milford, United StatesA culture of growth with a firm that supports · Youve built a successful practice and now youre considering a move. Perhaps youre looking for more. At Equitable Advisors, wed like to get to know and understand you and help you discover what greater fulfillment you can find for y ...
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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: · F ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Investment Specialist
9 hours ago
The Spaventa Group Ronkonkoma, United StatesThe Company · The Spaventa Group ("TSG") is a leading investment company located in New York. We invest across various asset classes in addition to providing investment opportunities to both individual and institutional investors. Our asset management business specializes in inve ...
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Wealth: Tax Intern
3 weeks ago
B. Riley Financial, Inc. Ronkonkoma, United StatesB. Riley Financial (NASDAQ: RILY) companies provide tailored financial solutions to meet the strategic, operational, financial advisory and capital needs of its clients and partners. B. Riley operates through several subsidiaries which offer a diverse range of complementary end-t ...
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Wealth: Registered Client Service Associate
3 weeks ago
B. Riley Financial, Inc. Lake Ronkonkoma, United StatesWith offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. S ...
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Wealth: Registered Client Service Associate
2 weeks ago
B. Riley Financial Ronkonkoma, United StatesWith offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. S ...
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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 ...
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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 ...
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Private Client Financial Advisor
4 weeks ago
Citizens Merrick, United States· At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lendin ...
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Private Client Relationship Manager
3 weeks ago
Citizens Lake Ronkonkoma, NY, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending a ...
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Financial Services Relationship Manager
1 week ago
PEAR Core Solutions Jericho, United StatesOpal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals. · The intention of the Relationship Manager role is to: · * to ensure that each client's experience with Opa ...
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Financial Advisor
4 days ago
Ten Solutions Stratford, United StatesJob Description: · Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income stre ...
Client Wealth Advisor - Medford, United States - New York Life Insurance Company
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