Top 37 Financial advisor Jobs in Riverhead Ny

J.P. Morgan Wealth Management - Private Client Advisor - Center Moriches, NY
JPMorganChase —Center Moriches, NY
- $66,360 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Entry-Level Financial Representative
Eastern Advisory Group —Wading River, NY
- $75,000 a year
- Hybrid work
- No experience needed
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Investment Advisor
The Quintessential Experience —Suffolk County, NY
- $60,000 - $128,000 a year
- Full-time
- Finance
- Business development
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
20h
Financial Services Representative -Lake Grove, NY
Fidelity Investments —Lake Grove, NY
- $45,000 - $75,000 a year
- Full-time
- Office
- In-person
- Entry level
- Paid training
- Wellness program
Relationship Banker - Southampton, NY
JPMorganChase —Southampton, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
9d
Insurance and Financial Services Position - State Farm Team Member
Gregory Mehrhoff - State Farm Agent —Bellport, NY
- $40,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Organizational skills
- Communication skills
- Paid time off
- Work from home
Quick Apply
Financial Services Representative - State Farm Agent Team Member
John Fischer - State Farm Agent —Selden, NY
- $85,000 - $115,000 a year
- Full-time
- Mid-level
- Analysis skills
- Communication skills
- Health insurance
- 401(k)
Quick Apply
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Background check
- Mid-level
- 3 years
- Professional development assistance
- Flexible schedule
Quick Apply
13h
Suitability Principal
MassMutual —United States
- $69,000 - $90,500 a year
- Hybrid work
- Customer service
- Office
- Finance
12h
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
5d
Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Business development
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
Quick Apply
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Entry Level Sales Representative
Power Home Remodeling —Riverhead, NY
Monthly opportunities for performance-based rewards, such as luxury vacations, high-end electronics, gift cards, and tickets to concerts and events.
$72,000 - $130,000 a year
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2d
Entry-Level Financial Representative
Eastern Advisory Group —Wading River, NY
Leverage company-provided marketing tools and industry resources. Maintain compliance with industry regulations and licensing requirements.
$75,000 a year
Quick Apply

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
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Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…

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J.P. Morgan Wealth Management - Private Client Advisor - Center Moriches, NY

JPMorganChase -
Center Moriches, NY

Apply Now

Job Details

Full-time
$66,360 a year

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer relationship building
Series 7
Client base expansion
Customer relationship management
Financial goal setting advisory services
Life & Health Insurance License
Experience practicing in the securities industry
Customer acquisition

Full Job Description

JOB DESCRIPTION

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

Certified Financial Planning (CFP®) certification is preferred
Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

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Refine Your Search

financial advisor jobs in riverhead ny

J.P. Morgan Wealth Management - Private Client Advisor - Center Moriches, NY

Entry-Level Financial Representative

Investment Advisor

Financial Services Representative -Lake Grove, NY

Relationship Banker - Southampton, NY

Insurance and Financial Services Position - State Farm Team Member

Financial Services Representative - State Farm Agent Team Member

Licensed Financial Professional | Build Your Practice. Expand Your Future.

Suitability Principal

Wealth Solutions Advisor

Wealth Solutions Investment Advisor

Registered Representative - State Farm Agent Team Member

Workplace Planning Consultant

Regional Vice President of Sales (Great Lakes)

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