Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: SD Financial Center MarketBrooklyn, New YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Financial Services Executive Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services ExecutiveRoslyn, NY$100,000–$200,000 / yearPerks: High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $ 100,000–$200,000*. Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group).
Senior Financial Advisor M&T Bank CorpSenior Financial AdvisorCTEducation and Experience Required: Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Senior Financial Advisor Wilmington TrustSenior Financial AdvisorCos Cob, ConnecticutBachelor's degree and a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' sales, sales administration, financial services, and/or retail banking experience. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
Affluent Market Senior Financial Advisor M&T Bank CorpAffluent Market Senior Financial AdvisorParsippany, NJWe're seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market-partnering with a top-producing Senior Advisor while building your own book through a strong referral network. Experience Required: Combined minimum of 6 years' higher education and/or work experience, including a minimum of 4 years' investment or insurance sales experience.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorFarmingdale, NY$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Affluent Market Financial Advisor Wilmington TrustAffluent Market Financial AdvisorParsippany, New JerseyWe’re seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity.
Financial Aid Advisor-New Student Enrollment Lincoln Technical Institute, Inc.Financial Aid Advisor-New Student EnrollmentParsippany, NJLincoln Tech is seeking a Financial Aid Advisor to provide information and assistance to students, campus administrative staff, faculty, and representatives of outside agencies on a variety of financial aid programs. Minimum of 1 year financial aid experience in a college or university financial aid office; or an equivalent combination of education, training, and experience.
Regional Financial Aid Advisor Lincoln Technical Institute, Inc.Regional Financial Aid AdvisorParsippany, NJLincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to students, campus administrative staff, faculty, and outside agency representatives regarding various financial aid programs. Additional responsibilities include addressing and resolving student inquiries, issues, and problems ensuring that appropriate actions are taken to satisfy the student, company, and regulatory agencies while adhering to policies, procedures, and legal requirements.
Regional Financial Aid Advisor - Remote Lincoln Technical Institute, Inc.Regional Financial Aid Advisor - RemoteParsippany, NJRemoteLincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to students, campus administrative staff, faculty, and outside agency representatives regarding various financial aid programs. Additional responsibilities include addressing and resolving student inquiries, issues, and problems ensuring that appropriate actions are taken to satisfy the student, company, and regulatory agencies while adhering to policies, procedures, and legal requirements.
Financial Advisor - North Jersey Thrivent Financial for LutheransFinancial Advisor - North JerseyPaterson, NJThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Strategist, Financial Advisor Client Marketing Northern TrustStrategist, Financial Advisor Client MarketingNew York, NY$131,905–$224,135 / yearReporting to the Head of Client Marketing, this role will act as a player/coach within the team and as an active business partner to this channel leaders as they proactively lead the development, direction and execution of the campaigns and tactics within the overall marketing and communications strategy for the channel as they position and promote our asset management capabilities. Superior promotional and technical writing skills, with the proven ability to write thought provoking headlines and compelling promotional copy that drives engagement, which can be applied flexibly to promotional asset, collateral development or advertising headline copy writing as needed.
Financial Advisor - Central Jersey Thrivent Financial for LutheransFinancial Advisor - Central JerseyEdison, NJThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Stamford, CT Thrivent Financial for LutheransFinancial Advisor - Stamford, CTStamford, CTThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - South Jersey Thrivent Financial for LutheransFinancial Advisor - South JerseyBurlington County, NJThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor Ameriprise FinancialFinancial AdvisorNew York, NY$55,250–$66,300 / yearProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Lead, Financial Analyst TaskRabbit IncLead, Financial AnalystNew York, NY$128,000–$155,000 / yearAbout the Role: Taskrabbit is looking for a Lead Financial Analyst to join our FP&A team - someone who combines sharp financial instincts with the interpersonal skills to influence a fast-moving organization. About Taskrabbit: Taskrabbit is a marketplace platform that conveniently connects people with Taskers to handle everyday home to-do's, such as furniture assembly, handyman work, moving help, and much more.
Senior Financial Advisor Art Gallery Masterworks LLCSenior Financial Advisor Art GalleryNew York, NY$150,000–$200,000 / yearAs a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.
NewPersonal Financial Advisor TuringPersonal Financial AdvisorNew York, New YorkRemote$100–$150Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview: In this role, you will work on projects that help fine-tune and evaluate large language models (LLMs) using your financial advisory knowledge and communication skills.
Senior Account Executive - Financial Services CohereSenior Account Executive - Financial ServicesNew York, New York$132,500–$190,000 / yearFocus on net-new logo acquisition via outbound activity and relationship building with key stakeholders while also bringing a strong network of key decision-maker and influencer contacts and relationships in the Financial Services industry to accelerate engagements, drive strategic partnerships and win sales opportunities. 8-12+ years of previous B2B sales experience with Global 2000, large enterprises in the Financial Services sector, negotiating and closing transformational multi-year (2-5 year) SaaS deals in the 7 figure range, and a track record of high performance and exceeding quota.
Wealth Manager/Financial Services Associate-Entry Level Blue Ocean Wealth Solutions, LLC- A MassMutual FirmWealth Manager/Financial Services Associate-Entry LevelEast Hills, NY$100,000–$200,000 / yearSecurities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.
Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - NJ, Secaucus (3857)Secaucus, NJ$250–$1,000Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. ''311033'',''true'',''311033'',''false'',''Submission for the position: Entry Level - Financial Advisor - NJ, Secaucus (3857) - (Job Number: 190009DK)'',''false'',''311033'',''false'',''true'',''Entry Level - Financial Advisor - NJ, Secaucus (3857)'',''190009DK'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementRockaway, New JerseyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewSecurities, Commodities & Financial Services Sales Agent TuringSecurities, Commodities & Financial Services Sales AgentNew York, New YorkRemote$100–$150Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview: In this role, you will contribute to projects that help fine-tune and evaluate large language models using your expertise in financial markets, sales processes, and investment instruments.
Financial Advisor- Wealth Management Center for Wealth PreservationFinancial Advisor- Wealth ManagementWoodbury, NY$75,000–$250,000 / yearThe Junior Financial Advisor will be an integral member of an advisor team, supporting the investment and wealth management needs of clients while gaining hands-on experience in portfolio analysis, client relationships, financial planning, and practice development. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial planning, and client advisory services while working alongside experienced advisors and investment professionals.
Estate & Retirement Financial Advisor -Exclusive Pre-Set Appointments, 200-350K+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-Set Appointments, 200-350K+Edison, NJInstead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising. We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.
Financial Advisor (Multiple Levels)- Bedford-Stuyvesant, Brooklyn TD BankFinancial Advisor (Multiple Levels)- Bedford-Stuyvesant, BrooklynBrooklyn, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor (Multiple Levels)- Greenpoint, Brooklyn TD BankFinancial Advisor (Multiple Levels)- Greenpoint, BrooklynBrooklyn, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Vice President, Financial Advisor The Bank of New York Mellon CorpVice President, Financial AdvisorNew York, NY$69,000–$100,000 / yearThrough a unique service model focused on five Active Wealth practices Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.
NewFinancial Advisor-(Multiple Levels)-Jackson Heights, Queens TD BankFinancial Advisor-(Multiple Levels)-Jackson Heights, QueensJackson Heights, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Vice President, Portfolio Management (Native American Financial Services Portfolio and Gaming) KeyCorpVice President, Portfolio Management (Native American Financial Services Portfolio and Gaming)New York, NYRemote$96,000–$181,000 / yearAdditionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc.
Vice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance) KeyCorpVice President or Senior Vice President, Portfolio Management (Industry Focus: Financial Institutions and Insurance)New York, NY$96,000–$181,000 / yearAdditionally the VP, Portfolio Management will be responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
Financial Advisor Strategic People AdvisorsFinancial AdvisorRidgewood, NJFull timeYou will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.
Medicaid Financial Coordinator (Nassau County) Paragon Management SNFMedicaid Financial Coordinator (Nassau County)Baldwin, NYSkilled Nursing Facilities located in Nassau County, Long Island are seeking Medicaid Financial Coordinators with Medicaid Nursing Facility Experience or Relatable Medicaid Experience . Candidate should be proactive, a creative thinker and be able to multi-task and communicate effectively with residents/families/representatives and facility staff.
Medicaid Financial Coordinator (Suffolk County) Paragon Management SNFMedicaid Financial Coordinator (Suffolk County)Baldwin, NYSkilled Nursing Facilities located in Suffolk County, Long Island are seeking Medicaid Financial Coordinators with Medicaid Nursing Facility Experience or Relatable Medicaid Experience . Candidate should be proactive, a creative thinker and be able to multi-task and communicate effectively with residents/families/representatives and facility staff.
Financial Systems – Workday Architect William & MaryFinancial Systems – Workday ArchitectMount Vernon, New YorkThe Financial Systems Workday Architect serves as the senior functional and solution architect for Workday Financials, providing strategic oversight, system design, and operational leadership to ensure Workday effectively supports financial operations, payroll accounting, grants, and compliance activities. The Architect partners closely with Finance leadership, Financial Operations, Budget, Payroll, Supply Chain Services, Internal Audit, and IT to ensure the Workday platform is secure, scalable, compliant, and aligned with institutional financial strategy.
Financial Advisor Forest Hills Financial GroupFinancial AdvisorMelville, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorWhite Plains, New YorkBhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice.
Financial Advisor - Westchester County, NY Corebridge Financial IncFinancial Advisor - Westchester County, NYWhite Plains, NYHigh school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor - Flagstar Bank LPL Financial ServicesFinancial Advisor - Flagstar BankSayreville, NJ$60,000–$120,000 / yearThis employment opportunity at Flagstar Bank in Sayreville, NJ would allow you to join the Investment Program at Flagstar Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Flagstar Bank for financial solutions.
Financial Advisor - Fourleaf Federal Credit Union LPL Financial ServicesFinancial Advisor - Fourleaf Federal Credit UnionWestbury, NY$50,000–$70,000 / yearThis employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Fourleaf Federal Credit Union for financial solutions.
Financial Advisor-Ramsey, NJ TD BankFinancial Advisor-Ramsey, NJRamsey, New JerseyEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor (Multiple Levels)- Kings Highway, Brooklyn TD BankFinancial Advisor (Multiple Levels)- Kings Highway, BrooklynBrooklyn, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor - Bethpage TD BankFinancial Advisor - BethpageBethpage, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewSenior Financial Advisor MassMutual - NJ/NYCSenior Financial AdvisorWarren, NJ$75,000–$300,000 / yearOur team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.
Financial Consulting Supervisor - Family Office RSM US LLPFinancial Consulting Supervisor - Family OfficeNew York, NY$85,100–$161,700 / yearProgressive experience in accounting and financial management in a corporate accounting environment, in roles such as accounting supervisor, assistant controller, controller, director of finance, or CFO. If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
NewFinancial services professional Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial services professionalEast Hills, NY$90,000–$130,000 / yearAt Blue Ocean Wealth Solutions, LLC, we’re building a powerhouse team of motivated professionals through hands-on leadership, entrepreneurial guidance, and a proven mentorship model designed to launch rewarding, long-term careers. As a proud partner of MassMutual , we combine the personalized support of a local firm with the strength, stability, and reputation of one of the most respected names in the financial services industry.
Financial Advisor Trainee - Garden City, NY Raymond James Financial IncFinancial Advisor Trainee - Garden City, NYGarden City, NY$33,280–$70,000 / yearBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Senior Financial Advisor (Art Gallery) Masterworks, LLCSenior Financial Advisor (Art Gallery)New York, NY$300,000–$800,000 / yearAs a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.