Top 748 Financial advisor Jobs in Bronx Ny

Financial Advisor
Equitable Advisors —New York, NY
- $34,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Associate Wealth Advisor
Midas Wealth —New York, NY
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Financial Sales Representative - Training Provided
Tri-Harbor Financial Group —New York, NY
- Up to $138,000 a year
- 8 hour shift
- Bilingual
- Sales
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Entry Level - Financial Advisor
Equitable Advisors, LLC —New York, NY
- $36,400 - $125,000 a year
- Full-time
- Management
- Sales
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —New York, NY
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
11d
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —New York, NY
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
11d
Financial Advisor - OR, NY, NJ, FL, or CA
Current —New York, NY
- $150,000 - $600,000 a year
- Full-time
- In-person
- Senior level
- Banking
- Disability insurance
- Health insurance
Financial Analyst
Rockefeller Capital Management —New York, NY
- $149,000 - $155,000 a year
- Full-time
- Computer Science
- Mid-level
- Office
- Health insurance
- Retirement plan
14d
Financial Advisor Trainee (New York)
WealthBridge Financial Group —New York, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Business development experience
- Communication skills
- Marketing
Quick Apply
5d
Financial Advisor
Altfest Personal Wealth Management —New York, NY
- $135,000 - $145,000 a year
- 5 years
- Office
- Business development experience
- AD&D insurance
- Disability insurance
Private Wealth Management Portfolio Management Associate
Morgan Stanley —New York, NY
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
5d
Entry-Level Financial Planner
New York Life Insurance - New York City —New York, NY
- $116,000 a year
- Computer literacy
- Finance
- Math
Quick Apply
Aspiring Financial Advisor
Strategies for Wealth —New York, NY
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Entry Level Financial Professional (Long Island)
WealthBridge Financial Group —New York, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Business development experience
- Communication skills
- Marketing
Quick Apply
5d
Wealth Advisor
Aprio —New York, NY
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Paraplanner - Financial Planning
Davidov Wealth Group —Garden City, NY
- $79,650 - $95,000 a year
- Full-time
- Background check
- Microsoft Excel
- 11+ years
- Paid training
- Health savings account
Quick Apply
13h
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement

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financial advisor jobs near bronx ny

Financial Advisor

Equitable Advisors -
New York, NY

Quick Apply

Job Details

Full-time
$34,500 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer communication
Series 7
Experience practicing in the securities industry

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $34,500 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

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.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Application Question(s):

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in bronx ny

Financial Advisor

Associate Wealth Advisor

Financial Advisor (Licensing & Training Provided)

Financial Sales Representative - Training Provided

Entry Level - Financial Advisor

Associate Wealth Advisor, Schwab Wealth Advisory

Wealth Advisor, Schwab Wealth Advisory

Financial Advisor - OR, NY, NJ, FL, or CA

Financial Analyst

Financial Advisor Trainee (New York)

Financial Advisor

Private Wealth Management Portfolio Management Associate

Entry-Level Financial Planner

Aspiring Financial Advisor

Entry Level Financial Professional (Long Island)

Wealth Advisor

401(k) Specialist

Wealth Management Associate

Paraplanner - Financial Planning

Associate Manager, Financial Planning

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