- Edward Jones (Miller Place, NY)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (Melville, NY)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- TD Bank (Melville, NY)
- …you ready to launch the next bold chapter of your career? As a Financial Advisor , you'll step into a three-year career-launching program, offering a competitive ... for people, planning, and smart investments, this is your moment. As a Financial Advisor you will leverage your experience to service the unique and complex… more
- Citizens (Stamford, CT)
- …the role as a condition of employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. + Demonstrated ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- TD Bank (Melville, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, ... for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to… more
- TD Bank (West Babylon, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a draw, for ... financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their… more
- Bank of America (Fairfield, CT)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (East Setauket, NY)
- Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market Hampton Bays, New York;Northport, New York; East Hampton, New York; Smithtown, ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Bank of America (Huntington Station, NY)
- Financial Solutions Advisor - Consumer Investments - Central Long Island Market Great Neck, New York;Deer Park, New York; Manhasset, New York; Glen Cove, New ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… more
- Zebra Technologies (Holtsville, NY)
- …signoff bring to close any action necessary * Develops, interprets and implements financial concepts and information for financial planning and control * Manages ... technical analysis to determine present and future financial performance * Utilizes expertise to perform economic research and studies * Provides guidance to less… more
- JPMorgan Chase (Islip, NY)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Catholic Health Services (Smithtown, NY)
- … financial guidance and oversight to hospital leadership. Serve as the principal financial advisor to the President and leadership team of Good Samaritan ... Long Island's Top Workplace! Job Details The Director of Financial Operations - Eastern Division (DFO) is a ...Financial Operations - Eastern Division (DFO) is a financial leader who serves as a key partner to… more
- Bank of America (Melville, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Wells Fargo (Melville, NY)
- …business divisions at wellsfargojobs.com. **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Citigroup (Huntington, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- CDM Smith (Bridgeport, CT)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... for someone who can act as the subject matter expert for the financial operations and main advisor to the Managers and Directors of this division. **We are open… more
- Paychex (Stamford, CT)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more. + We value your time: From paid… more
- Citigroup (Huntington, NY)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Stamford, CT)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more