Top Financial Advisor Jobs in NYC, NY

Responsible for advising clients on financial goals and solutions, triaging leads, making referrals, and providing mortgage loan services under SAFE Act requirements.

This role involves obtaining securities licenses and developing skills to manage client relationships while delivering financial advice and solutions.

The Centralized Financial Advisor identifies client needs, provides investment and insurance recommendations, achieves sales goals, maintains compliance, and develops internal relationships. Responsibilities include mentoring Licensed Bank Employees and participating in training initiatives to ensure long-term client satisfaction.

The Financial Advisor Trainee role aims to develop skills for future Financial Advisor Associate responsibilities, focusing on client relationship management and financial analysis to meet client’s wealth management goals.

The Senior Financial Advisor will build relationships with UHNW clients, advising on art investments, attending gallery events. Responsibilities include client follow-ups and portfolio advisory.

As a Senior Financial Planner, you'll produce comprehensive financial plans for affiliated advisors, providing expertise in retirement, tax, and estate planning, while shaping the financial planning function and mentoring junior planners.

Provide customized financial solutions to clients, review investment goals, triage client leads, and recommend banking strategies. Requires financial licenses and compliance with the SAFE Act.

The Financial Solutions Advisor advises clients on financial goals, builds financial plans, recommends investment strategies, and manages client relationships while achieving sales targets.

The Financial Advisor provides financial planning guidance, sells investment solutions, builds client relationships, and ensures compliance with regulations while meeting sales goals.

The role involves developing client relationships, recommending investment products, managing client accounts, and meeting performance goals while working in a team-oriented environment.

The Vice President, Financial Advisor will consult clients with investable assets, advise on strategies, and manage long-term relationships while promoting services to meet client financial goals.

As a Financial Advisor in the Merrill Advisor Development Program, you will develop client relations, recommend investment strategies, and manage a book of business while exceeding performance metrics.

As a Financial Advisor within the Advisor Development Program, you will develop relationships with high-net worth clients, analyze their financial needs, and recommend investment solutions to help achieve their goals.

As a Financial Solutions Advisor, you'll gain necessary licenses, build client relationships, provide financial advice, and progress to higher roles in the banking sector.

The Financial Advisor Trainee will learn to build a practice while developing client relationships and providing financial advice, managing portfolios, and achieving production targets.

Cross Financial seeks experienced financial advisors with a transferable book of business to transition to a high-payout platform with true client ownership and long-term growth opportunities.

The Financial Advisor role involves providing financial planning guidance and selling investment solutions, focusing on client service and relationship development to meet financial goals.

The Financial Advisor role involves providing financial planning and investment management solutions, servicing client needs, and achieving sales goals.

The Financial Advisor provides financial planning and investment advice, manages client relationships, and meets sales goals to assist clients in achieving their wealth-related goals.

This role involves advising clients on financial products, meeting financial goals, triaging requests, and requires compliance with SAFE Act registration.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.

Provide comprehensive financial advice, customize solutions for clients, triage leads, build financial plans, and recommend brokerage products while adhering to regulatory requirements.

The role provides financial advice to clients, builds financial plans, recommends investment strategies, and manages client relationships in a sales environment.

As a Financial Solutions Advisor, you will learn to manage client relationships and provide tailored financial solutions while obtaining industry licenses.

As a Financial Solutions Advisor, you will build client relationships, obtain required licenses, and provide financial solutions and advice to clients.