Sales Associate/Wellness Advisor - Huntington, NY

The Wellness Advisor is most often the first and last point of contact for current students as well prospective students. · This curiosity allows them the ability to make expert format, membership/package, and retail recommendations based on the student's goals. · ...

+ The Wellness Advisor and Sales Associate assists the General Manager with new membership sales as well the retention of current members. + · + The Wellness Advisor provides superior customer service while assisting new and current students in class selections, answering members ...

We are seeking a talented individual to join our Casualty team at Marsh. This role will be based in the New York and has a requirement of working at least three days a week in the office. · The Associate Advisor will support Client Advisors by providing support for insurance plac ...

Wealthspire is a leading wealth management firm serving individuals, families, endowments, and institutions across the United States. We provide comprehensive financial solutions through collaboration and scale. · Provide support to Advisors in all areas of financial planning. · ...

Voya Financial Advisors Inc is seeking a Junior Financial Advisor in Melville NY area for plan sponsor relationships in K-12 market. · ...

We are hiring motivated individuals to join our firm as Entry-Level Financial Advisors. This role is designed for recent graduates and early-career professionals who want structured training and a clear path to building a long-term career in financial services. · This is a perfor ...

+Job summary · + Associate Financial Advisor provides personalized financial planning services and develops tailored investment strategies for clients. + · ,+,+ Analyzing financial data · Supporting senior advisors · Maintaining strong client relationships · ,+,+ Knowledge and e ...

Main Street Financial Group has been providing personalized financial planning and wealth management services for over 20 years. Valued for our approachable team of highly experienced professionals, we focus on offering practical tailored financial solutions to address real-life ...

The Associate Financial Advisor assists senior financial advisors by providing support in client relationship management, financial planning, investment analysis, · and portfolio reviews. ...

Main Street Financial Group has been delivering comprehensive financial planning and wealth management services for over 20 years. · Known for our approachable and professional financial advisors, we specialize in creating personalized, practical financial solutions tailored to e ...

This job posting is anticipated to remain open for 30 days. The Associate Financial Advisor role at Edward Jones may be the right opportunity for you. · ...

We are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. · Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, prioriti ...

+ Provide personalized investment and financial solutions to clients + Cultivate relationships in your local community to grow the business + Contribute to the branch business plan to increase branch effectiveness This role requires gathering information and collecting suitabilit ...

This job is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relat ...

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

Focus Partners Wealth seeks an Associate Wealth Advisor to create personalized wealth advice based on each client's goals and aspirations. · ...

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirati ...

+Job summary · A long-established Multi-Family Office in Westport seeks an investment-focused, client-facing advisor with an entrepreneurial spirit to help the firm grow. · +Qualifications and Experience Minimum of 3 years of experience in investment advisory or wealth management ...

This position is an essential member of the team and an integral part of our organization, working with other team members to execute an unmatched client experience. · ...