- Must have an established portfolio of 100M AUM and above
- Provide financial planning advice and guidance
- Manage client portfolios
- Execute trades and transactions
- Stay up-to-date on market trends and regulations
- Bachelor's degree in finance or a related field
- Series 7, 63 or 66 license
- 5+ years of experience as a financial advisor
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
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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
3 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
4 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
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
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
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
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 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 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 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
3 weeks 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
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
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
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 week ago
CNO Financial Group New York, United StatesJoin Us to Earn More Money and Make a Real Impact · Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group · Conside ...
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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 StatesJob 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 ...
Senior Financial Advisor - New York, United States - Avior Executive Search, Inc
Description
Full Time Senior Financial AdvisorOur client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.
Responsibilities: