The Financial Advisor - Centralized at Santander Holdings USA Inc is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. This role involves a mix of virtual and in-person client interactions, with a focus on new sales prospects, market intelligence, and maintaining compliance with all relevant regulations.

Financial Advisor - Centralized, Brooklyn, NY

Financial Advisor

The Financial Advisor - Centralized at Santander Holdings USA Inc is responsible for identifying client needs, making investment/insurance recommendations, and achieving sales results and client satisfaction. This role involves a mix of virtual and in-person client interactions, with a focus on new sales prospects, market intelligence, and compliance with regulations. The position requires a Bachelor's degree or equivalent work experience in finance or a related field, along with FINRA licenses 7 and 66 or 7 and 63 and 65, and appropriate state insurance licenses.

Financial Advisor - Centralized, Staten Island, NY

The Senior Financial Advisor at Edward Jones Connection acts as a fiduciary, remotely serving smaller clients in partnership with the clients' local Branch Office Team. This role involves direct client service over the phone or through technology, focusing on providing an ideal client experience consistent with that of a branch office. The position offers a salaried, home-based opportunity with extended hours to serve clients and requires a sound understanding of the Financial Advisor role or a background in client service, products, or service.

Sr. Financial Advisor - Edward Jones Connection

Senior Financial Advisor

RSM US LLP is seeking a Transaction Advisory Services Manager to perform financial due diligence for clients acquiring businesses, participate in client meetings, prepare financial analysis, and interact with top-level management. This role involves close collaboration with Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses. The position offers a competitive benefits package, including health and wellness programs, flexible time off, and professional development opportunities.

Financial Due Diligence & Advisory Manager – Healthcare

Financial Due Diligence & Advisory Manager

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. You will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. The role involves building relationships, understanding client needs, and creating personalized financial strategies. Edward Jones provides comprehensive support, including paid training, salary for the first four years, a firm-provided branch office, and a support network.

Financial Advisor - Staten Island, NY - Market 13, Region 257

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. You will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. The role involves paid training, a salary for the first four years, and a firm-provided branch office. You will be valued for your unique experiences and professional background in an inclusive environment.

Financial Advisors at New York Life help clients identify and achieve their financial goals through a comprehensive array of financial products and services. They offer prudent financial management, high-quality products, and impeccable service. The company provides a comprehensive three-year training program, full marketing support, prospecting and technical assistance, and mentoring programs. Advisors have the autonomy of running their own practice with the support of a Fortune 100 company.

Financial Advisor 2780

The Financial Advisor at Citizens Wealth Management is responsible for delivering personalized financial strategies to mass affluent clientele in a virtual capacity. This role involves identifying and selling a broad array of Investment and Insurance products, maintaining compliance with all Citizens Financial Group policies and procedures, and engaging with customers virtually via phone and video. The advisor will work with a set circuit of branches, engage with customers to determine their investment needs, recommend strategies, and present investment choices.

FINANCIAL ADVISOR - HYBRID REMOTE (BROOKLYN, QUEENS,  LONG ISLAND)

Year Up offers a one-year intensive job training program for young adults, combining in-classroom skill development, internships, and personalized coaching and mentorship. The program aims to equip participants with professional and technical skills, as well as access to internships and job placement services. Participants may work with leading organizations such as BNY Mellon, Fidelity, and Bank of America.

Financial Advisory Career Training Program

Financial Advisory Trainee

Equitable Advisors is seeking an Associate Financial Advisor to join their team in Saddle Brook, NJ. This role involves building a book of business from scratch, providing tailored financial services, and educating clients on financial goals. No prior sales or financial experience is required, as comprehensive training is provided. The ideal candidate is ambitious, self-starter, and possesses a natural entrepreneurial spirit.

Financial Professional

Associate Financial Advisor

As a Financial Advisor at CNO Financial Group, you will have the opportunity to positively impact the lives of your clients by helping them develop and implement comprehensive financial plans that align with their goals. This role involves extensive training and working alongside industry experts until you're ready to work independently. The position offers a commission-based salary structure, with potential earnings increasing as you progress in your career. CNO Financial Group values strong interpersonal skills, motivation, and the drive to succeed, and welcomes individuals from all backgrounds and industries.

Equitable Advisors is seeking an Entry Level Financial Advisor to provide personalized financial solutions and exceptional client service. The role involves providing financial advice and guidance on investments and retirement planning, requiring excellent interpersonal skills.

Entry Level - Financial Advisor/Wealth Management

Year Up is a one-year intensive job training program that combines in-classroom skill development, internships, and personalized coaching and mentorship. The program aims to provide young adults with technical and professional training, access to internships, and job placement services. Participants may work with leading organizations such as BNY Mellon, Fidelity, or Bank of America.

Entry Level Financial Advisory Role

Entry Level Financial Advisory Opportunity

Entry Level Financial Advisory

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Financial Advisor Associate Jobs in New York, NY Hiring Now

Financial Advisor - Centralized, Brooklyn, NY

Financial Advisor - Centralized, Staten Island, NY

Sr. Financial Advisor - Edward Jones Connection

Financial Due Diligence & Advisory Manager – Healthcare

Financial Advisor - Staten Island, NY - Market 13, Region 257

Financial Advisor - Staten Island, NY - Market 13, Region 257

Financial Advisor 2780

FINANCIAL ADVISOR - HYBRID REMOTE (BROOKLYN, QUEENS, LONG ISLAND)

Financial Advisory Career Training Program

Financial Professional