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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 how ...
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Financial Advisor
5 days ago
Professionals for beBee New York City, United States Full time $60,000 - $100,000beBee is a place where you can meet people, share your interests and find your dream job. We are looking for talented and passionate individuals to join our team and help us build the future of work. · Responsibilities: · - Give clients personalized financial advice · - Create fi ...
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Financial Advisor
1 day ago
Northwestern Mutual New York, United StatesFinancial Advisors/Representatives at Northwestern Mutual—Greater New York Group help their clients live more and worry less through our personalized approach to financial planning. As business owners, they spend their days acquiring clientele and finding financial solutions with ...
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Financial Advisor
4 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
4 weeks ago
The Judson Group New York, United StatesFinancial 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 ...
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Financial Advisor
2 weeks 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
3 weeks 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
2 weeks 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
Equitable Hoboken, United StatesAt Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as a Financial Professional. · After your first year ...
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Financial Advisor
1 week 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
6 days ago
Dynamic Wealth Strategies Inc New York, United StatesJob 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 ...
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Financial Advisor
1 week ago
CLUTCH CAPITAL MANAGEMENT, LLC New York, United StatesJob Description · Job DescriptionWe are seeking an Independent Financial Advisor to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals. · Independent Financial Advisory position for self starter with a book ...
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Financial Advisor
1 week ago
Altfest Personal Wealth Management New York, United StatesJob Description · Job DescriptionSalary: $100,000-$145,000 · Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing cl ...
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Financial Advisor
1 week ago
Keller Executive International Search Jersey City, United StatesJob Description · 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 fir ...
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Financial Advisor
2 weeks ago
Keller Executive International Search Jersey City, United StatesOur 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 ...
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Financial Advisor/Financial Planner
1 day ago
John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC New York, United StatesThe 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 collaboratio ...
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Financial Advisor
1 week ago
Edward Jones New York, United StatesWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you. · Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where ...
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Financial Advisor
2 weeks ago
New York Life Insurance Company New York, United StatesJob Description · Job DescriptionJoin our Financial Professionals team Our New York Life Manhattan General Office is seeking financial professionals to join our growing practice. Our financial professionals strive to understand their clients' goals and needs to develop customized ...
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Senior Financial Advisor
1 day ago
Altfest Personal Wealth Management New York, United StatesAltfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new bus ...
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Associate Financial Advisor
1 day ago
Ameriprise Financial Services, LLC New York, United StatesAssociate Financial Advisor · Company Mission · We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. · Understanding client's needs and go ...
Financial Advisor - New York, United States - Equitable Advisors
Description
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 financial objectives
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
• Contact clients periodically to determine if there have been changes in their financial status
• Provide knowledgeable, objective financial guidance and customized to consumer segments that demand high quality service
• Sell financial products and services including life insurance, annuities and investment options
What it takes to be an Equitable Advisors' Financial Professional:
• A four-year college degree is preferred but not required
• Relevant professional FINRA securities registrations
• If you do not have the following, you will be required to attain state life and health licenses, FINRA Series 7 and 66 registrations
• Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
• Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
• Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
• Must be authorized to work in the United States
• MBA, JD, CFP, CPA or ChFC
Benefits of working with us:
• Compensation you control and a complete benefits package
• Personalized and comprehensive training and support
• Advancement and management opportunities
• A work-life balance
You will receive support that is unparalleled in the industry. To get you up and running, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need for the opportunity to succeed.