Financial Advisor: Average Salary in Melville, NY in 2024
Find out what the average Financial Advisor salary is in Melville, NY
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Financial Advisor
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. As a Financial Advisor, you will:. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Build a clie...
Financial Solutions Advisor - Consumer Investments - Central Long Island Market
Financial Solutions Advisor - Consumer Investments - Central Long Island Market. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial p...
Senior Lead Financial Advisor
Collaborate with clients to evaluate their financial situation, develop tailored financial plans, and provide strategic advice to help them achieve their financial objectives. Stay informed about financial products, investment options, and market trends to offer clients relevant, up-to-date financia...
Senior Financial Advisor
Perform activities associated with the client account and service in a manner consistent with the Wealth Advisor and associated broker/dealer operations and compliance manuals. Assume all responsibility for client relationships, including personal financial planning, asset management, and protection...
Business Solutions Advisor - Freeport Financial Center - Bi-Lingual Spanish Required
Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with finan...
Financial Advisor
You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guida...
Student Services Center Advisor (Financial Aid, Registration, Student Accounts)
Serve as “one-stop advisor” for students and families concerning financial aid, billing and registration. In support of student recruitment and retention, advise students and families on the financial aid application process, federal, state and institutional aid programs, student account billing and...
Financial Advisor - Baltimore
As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. ...
Merrill Financial Solutions Advisor - Long Island East Market
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...
Financial Advisor
As a Financial Advisor, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. Financial Advisor Responsibilities. Financial Advisor Qualifications. Financial Services Professionals/Financial Servic...
Financial Solutions Advisor - Consumer Investments - South Hempstead FC
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. This job is responsible for providing comprehensive advice and customized solutions to c...
Financial Advisor
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who ...
Private Client Financial Advisor - Manhasset, Long Island
Private Client Financial Advisor - Manhasset, Long Island. ...
Financial Advisor/Stockbroker Trainee
Financial Advisor Trainee Responsibilities:. Financial Advisor Trainee Qualifications:. We Customize goals-based financial plans and help clients manage their portfolios. ...
Financial Advisor - PNC Investments
Establishes individual financial plans based on client financial needs and objectives. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Presents sound financial recommendations and guidance to clients. Monitors financial plans and recommends...
Sr Lead Financial Advisor
Collaborate with clients to evaluate their financial situation, develop tailored financial plans, and provide strategic advice to help them achieve their financial objectives. Stay informed about financial products, investment options, and market trends to offer clients relevant, up-to-date financia...
Director, Financial Planner/Wealth Advisor, Private Bank
The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in cl...
Senior Lead Financial Advisor
Collaborate with clients to evaluate their financial situation, develop tailored financial plans, and provide strategic advice to help them achieve their financial objectives. Stay informed about financial products, investment options, and market trends to offer clients relevant, up-to-date financia...
Entry Level Financial Advisor
Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds. Are you a driven self-starter with strong principles who is interest...
Financial Advisor
Financial Advisors with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. For over 160 years, Northwestern Mutual advisors have helped our clients spend their lives living through comprehensive and innovative fin...
Vice President – Project Manager / Product Owner, Financial Advisor Platforms, Wealth Management Field Experience & Platforms
Vice President – Project Manager / Product Owner, Financial Advisor Platforms, Wealth Management Field Experience & Platforms. As part of the FA Platforms team, the Project Manager / Product Owner will be responsible for overseeing a suite of software tools and platforms that enable Financial Adviso...
Financial Professional
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to make a ...
Entry-Level Financial Advisor
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financ...