- Edward Jones (Patchogue, 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
- 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
- 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
- Bank of America (Patchogue, 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 (Deer Park, 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
- 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
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of...allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning… more
- JPMorgan Chase (Kings Park, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your… more
- Rise Life Services (Riverhead, NY)
- Residential Advisor FT Job Details Job Location Main Office - Riverhead, NY Salary Range $22.00 - $23.53 Hourly Description GENERAL STATEMENT OF DUTIES Under the ... supervision of the Program Coordinator and Program Director, the Floating Residential Advisor will ensure compliance within the (4) Apartment Treatment Programs, and… more
- Bank of America (Melville, NY)
- Private Client Advisor II Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- M&T Bank (Hauppauge, NY)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Charles Schwab (Huntington Station, NY)
- …responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the ... delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will...desire to grow under the mentorship of a seasoned advisor , this could be the role for you. To… more