Financial Advisor
vor 2 Wochen
Overview We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As a Financial Advisor, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients. Why work for us? Industry top-tier Training & Development We are currently only accepting applicants located in Long Island and Queens, New York. All other applicants will not be considered. Responsibilities Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Embrace the role of a structured yet coachable team player open to continued education and training from other team members Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications Competitive Driven Go-getter Coachable Communicative Compensation $120,000+ at plan earnings About New York Life - Carpio Team New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. If Leadership is in your career path New York Life gives you the opportunity to join our 6-month Fast-Track Management program, Corporate Careers, Training & Development positions, Consultant Opportunities, and much more. #J-18808-Ljbffr
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Financial Advisor Melbourne Australia
vor 4 Wochen
City of Melbourne, Österreich International Financial Advisor Jobs VollzeitJoin to apply for the Financial Advisor Melbourne Australia role at International Financial Advisor Jobs Join to apply for the Financial Advisor Melbourne Australia role at International Financial Advisor Jobs Get AI-powered advice on this job and more exclusive features. Our client is seeking career driven individuals to join their Wealth Management...
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Melville Associate Financial Advisor
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FINANCIAL ADVISOR AUSTRALIA
vor 3 Wochen
Council of the City of Sydney, Österreich International Financial Advisor Jobs VollzeitAbout the Role As a privately owned, independent investment boutique, my client provides retirement planning and investment advice to the expatriate market in Australia, and are specialists in UK pension transfers. They are extending their team of experienced Financial Advisers based in Sydney, offering services for large and affluent expatriate communities....
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FINANCIAL ADVISOR AUSTRALIA
vor 20 Stunden
Council of the City of Sydney, Österreich International Financial Advisor Jobs VollzeitAbout the Role About the Role As a privately owned, independent investment boutique, my client provides retirement planning and investment advice to the expatriate market in Australia, and are specialists in UK pension transfers. They are extending their team of experienced Financial Advisers based in Sydney, offering services for large and affluent...
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Senior Financial Advisor
vor 2 Wochen
City of Brisbane, Österreich One26 Financial Services Group Vollzeit1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from One26 Financial Services Group Company Description One26 is an integrated financial services group offering a wide array of services, including home loans, superannuation, insurance, investments, and retirement...
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Senior Financial Advisor
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City of Brisbane, Österreich One26 Financial Services Group VollzeitCompany Description One26 is an integrated financial services group offering a wide array of services, including home loans, superannuation, insurance, investments, and retirement planning. We assist individuals, independent planners, and organizations in making informed and strategic financial decisions. Committed to sustainable growth, One26 focuses on...
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Voya Financial Advisor Melville
vor 2 Wochen
City Of Melville, Österreich Voya Financial Advisors VollzeitAs an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time.As a Voya Financial employee, you'll enjoy: A wide variety of career fields...
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Expat Financial Advisor — UK Pensions
vor 20 Stunden
Council of the City of Sydney, Österreich International Financial Advisor Jobs VollzeitA leading investment firm in Australia seeks experienced Financial Advisers to join their team. The role involves providing retirement planning and investment advice to affluent expatriates, primarily focusing on UK pension transfers. Candidates should possess strong communication skills, a proven track record in business generation, and relevant financial...
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Entry - Level Financial Advisor
Vor 5 Tagen
City Of Melville, Österreich WizeHire, Inc VollzeitWe are currently only accepting applicants located within 20 miles of Long Island, New York, or willing to commute. All other applicants will not be considered. We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose...
