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

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 funding education. You will develop and grow your own practice, supported by a team at the home office and regional financial advisors, while benefiting from the firm's 100-year history and extensive resources. This role involves building relationships, understanding clients' needs, and creating personalized financial strategies.

Financial Advisor

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. Based out of a Citizens corporate office, this role involves engaging with customers virtually to determine their investment needs, recommending investment strategies, and presenting investment choices. The advisor is expected to grow client assets, retain and acquire new clients, and maintain compliance with all Citizens Financial Group policies and procedures.

Financial Advisor - Hybrid Remote (Brooklyn, Queens, Long Island)

Equitable Advisors is seeking Financial Advisors to join their team, offering a comprehensive training curriculum designed to empower individuals with the skills and tools needed for success in wealth management. The role involves client relationship management, product knowledge, sales techniques, and market development, with opportunities for professional development and leadership advancement. Ideal candidates are results-driven, highly motivated, and possess integrity, a strong work ethic, and a desire to help others plan for their financial futures.

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.

MP RPO is seeking a Financial Advisor to join their team in New York City. The role involves developing new business, offering fiduciary guidance to the private client group, and supporting all aspects of financial planning including investment strategy, insurance, and aligning with clients' short- and long-term goals. The ideal candidate will have a proven track record in the financial industry, the ability to lead and motivate peers and clients, and a commitment to building personal relationships with participants.

As a Financial Consultant at Empower, you will be part of the Empower Personal Wealth sales team, providing assistance on retirement savings goals such as 401k and IRA products. This role involves over the phone assistance at key life moments for customers, discussing account options to align with their retirement savings goals, and educating them on retirement plan information. The position offers a base salary plus incentive compensation, with the opportunity for promotion to Senior Financial Consultant.

Financial Consultant

This position involves working with a well-established Fortune 500 company and its A-rated partners in North America as a financial professional. The role includes acquiring state licensing, connecting with people to identify goals, educating, planning, and designing solutions for individuals, families, and business owners. The position offers a 100% commission-based compensation, with no ceilings or quotas, and includes opportunities for residual and passive income, as well as performance-based bonuses. The role is flexible, allowing for 100% remote work, and offers a high-income trajectory with career growth, mentorship from industry experts, and the option to build your agency.

Flexible Remote Career Opportunity

Financial Professional

The Financial Systems Analyst at Altice USA will provide administration, maintenance, and end-user support for the company’s Oracle R12 E-Business Suite, Oracle Business Intelligence Enterprise Edition, Hyperion Financial Management, and Oracle Account Reconciliation Cloud Service applications. This role involves collaboration with various departments within the IT organization and Accounting to resolve system issues, test and deploy software solutions, and provide end-user support.

Financial Systems Analyst

As a Financial Services Representative at Transamerica, you will play a crucial role in guiding clients towards financial empowerment from the comfort of their homes. This position involves educating clients on a range of financial products, including retirement plans, college funding, and insurance protection strategies. The role offers the flexibility of remote work, with a focus on inspiring clients to pursue work-life balance and financial security. No prior experience in the financial services industry is required, as training is provided.

Financial Services Representative (Sales and Related)

Financial Services Representative

As a Private Client Financial Advisor at Citizens, you will serve as your clients' primary trusted advisor, helping them navigate their financial goals through a comprehensive analysis of their assets, income, liabilities, cash flow, and tax status. You will use financial planning experience and tools to recommend investment strategies and products based on suitability, working closely with business partners and referral sources to grow existing relationships and identify new business opportunities.

Private Client Financial Advisor - Brooklyn, NY (Borough Park)

Private Client Financial Advisor

The Finance Administrator at Beacon Hill will support the finance and accounting teams with various project support, ensuring information to clients is timely, accurate, and organized. This remote position is estimated to be approximately 6 months due to a medical leave, with the potential to become permanent for the right individual. The role involves project management support, scheduling, planning, running meetings, presenting information, and providing updates on client information and deadlines.

Financial Accountant

Finance Administrator

The Financial Consultant at Ridgewood Savings Bank will support the financial planning needs of customers in Nassau and Suffolk County, working within a competitive environment, aiming for goals, and being self-motivated. This role involves working from various branches, requiring a four-year degree or equivalent experience, 3-5 years of sales experience in investment and insurance products, and active licensing in various financial areas. The position offers a rewarding work environment, work-life balance, and opportunities for career development.

We are seeking a motivated Entry-Level Finance Analyst to join our team in the Budget & Analysis/Corporate Portfolio Management Department. This role is crucial for managing and updating project databases within SAP, ensuring accurate financial tracking and reporting of corporate projects. The analyst will support financial reporting, conduct monthly project status reports, manage project lifecycles, and prepare financial analyses and presentations for various stakeholders.

Finance Analyst

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Financial Advisor Jobs in Roosevelt, NY Hiring Now

Sr. Financial Advisor - Edward Jones Connection