New Financial Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income potential. Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributi...
Key Responsibilities:Grow and develop a team of Financial Advisors focused on a broad range of financial topicsDevelop and monitor interaction and advisory standards to enhance customer relationshipsCreate a top-performing call center environment to meet department goalsRequired Qualifications:FINRA...
Our wealth management client in Midtown is seeking an advisor coordinator to work alongside wealth management advisors assisting with client service support, applications, and on-boarding. Desire to be the support a rapidly growing financial advisory practice. Track and address investment alerts for...
A company is looking for a Financial Aid Advisor. Key Responsibilities:Meeting with students to provide information on financial aid options and student loan counselingReviewing documentation and ensuring accuracy in student filesAssisting students with online completion of financial aid forms and p...
This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anyti...
A company is looking for a Financial Aid Advisor. Key Responsibilities:Provide an overview of financial aid process and available programsAssist with paperwork, award information, and payment optionsEvaluate documentation, calculate tuition and financial aid awardsRequired Qualifications:Understand ...
If you want to unlock your potential as a financial professional, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. As an Equitable Advisors' Financial Professional, you will prospect for potential clients, both in...
Role: Senior Financial Advisor - USA (SVP/Principal). Conduct in-depth financial analyses to understand clients' financial situations, goals, and risk tolerance. Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest compens...
FFINANCIAL PROFESSIONAL RESPONSIBILITIES: Work directly with clients to compile financial profiles that allow you to provide sound financial guidance based on each person’s individual financial status, income, financial goals, and other factorsServe as a collaborative team player willing to fu...
The Financial Advisor II (FA) role requires previous experience selling investments and providing financial planning & will need to leverage this experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment. This role is at the center of the MA client services mode...
If you want to unlock your potential as a financial consultant, apply to join our team at Equitable Advisors! Equitable Advisors is one of the most respected and growing financial services companies. As an Equitable Advisors' Financial Professional, you will prospect for potential clients, both indi...
JOB SUMMARY: Financial Advisor - New York City. We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Their expertise supports all aspects of financial planning including investment st...
All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. In the recruiting of Financial Advisors, First Comm...
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
The Financial Advisor II (FA) role requires previous experience selling investments and providing financial planning & will need to leverage this experience to service the unique and complex needs of clients in the Mass Affluent (MA) segment. This role is at the center of the MA client services mode...
A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary. Financial Advisor/Wealth Management Advisor Career Description:. Financial Advisor Role at Northwestern Mutual, New York. We are seeking a...
Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, ...
Enjoy Helping People? See yourself working with high net-worth individuals? Equitable is a fortune 100 global financial services company that is committed to helping their clients secure their financial freedom! Equitable focuses on integrated wealth management, investment advice, retirement plannin...
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e...
Job Responsibilities:• Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives• Analyze customer financial situations and provide tailored financial services and insurance products• Develop customized financial plans for clients that are tailored to ...
Additionally, the Senior Wealth Advisor will monitor financial markets and client accounts on a daily basis, review client reports and plans for partners of the firm, and meet with clients in the office for quarterly reviews. The Senior Wealth Advisor oversees and consults to client accounts. Respon...
Strategically located in downtown Manhattan the College is in close proximity to the artistic communities of Tribeca and SoHo, the dynamic downtown financial district, and the center of New York City government at City Hall. Reporting to the Financial Aid Director or designee, at Borough of Manhatta...
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...
This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anyti...
Knowledge required: Excellent organizational skills, communications skills, leadership skills, management skills, Excel and Analytical skills, understanding of principles related to economics and finance, expertise in municipal debt and financial derivatives. Develop and implement tactics to support...