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entry level wealth management advisor jobs in patchogue, ny

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  • Chief Investment Officer

    Confidential —Melville, NY

    Manage asset allocation, portfolio construction, and risk management strategies. Proficiency in investment research tools and portfolio management software.

    $250,000 - $350,000 a year

    Quick Apply

  • Esposito, Fuchs, Taormina & Company —Central Islip, NY

    CPA license preferred; active CPA license is a strong plus. Strong technical knowledge of federal and state taxation for individuals and business entities.

    $125,000 - $150,000 a year

    Quick Apply

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  • Equitable Advisors —Columbus, OH

    *Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…

    $24,000 - $125,000 a year

    Quick Apply

  • Bankers Life —Columbus, OH

    Note: Applicants must reside in the state of position to be considered. Continuous support with tech tools, marketing leads, and team collaboration.

    $50,000 - $80,000 a year

    Quick Apply


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