Top 108 Wealth management advisor Jobs in Dix Hills Ny

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Advisor
Wealth Advisory Group —Melville, NY
- $40,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Fast Track to Management-Financial Sales
New York Life Insurance Company/NYLIFE Securities, LLC. —Melville, NY
- $70,000 - $150,000 a year
- Full-time
- Hybrid work
- US work authorization
- Entry level
- Time management
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor
Blue Ocean Wealth Solutions —Greenvale, NY
- $90,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —Long Island, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Associate, Advisor
NFP Corp —Melville, NY
- $53,500 - $85,600 a year
- Full-time
- Finance
- Bachelor's degree
- Financial services
- Paid holidays
- Paid time off
Financial Advisor
New York Life - Melville —Melville, NY
- $85,000 - $132,000 a year
- Customer service
- No experience needed
- Research
- Health insurance
- Dental insurance
Quick Apply
Entry Level Financial Advisor
NYL - Nassau-Suffolk NY —Melville, NY
- $116,000 a year
- Google Workspace
- Microsoft Excel
- Finance
Quick Apply
Wealth Management Advisor Trainee (New York)
WealthBridge Financial Group —Melville, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
- Marketing
Quick Apply
4d
Senior Financial Representative
LPL Financial —Melville, NY
- $99,000 - $165,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
8d
Sales Advisor (Training & Marketing Provided) (Long Island)
WealthBridge Financial Group —Hicksville, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
Quick Apply
4d
Associate Financial Representative
LPL Financial —Melville, NY
- $74,250 - $123,750 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
8d
Financial Advisor
M&T Bank —Hauppauge, NY
- $75,900 - $126,500 a year
- Full-time
- Senior level
- 2 years
1d
Wealth Management Advisor (Melville, NY)
TIAA —Melville, NY
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Entry-Level Financial Service Professional
NYL Nassau-Suffolk Region —Melville, NY
- $60,000 - $100,000 a year
- Full-time
- Research
- Entry level
- Disability insurance
- Health insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Huntington Station, NY
JPMorganChase —Huntington Station, NY
- $66,360 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
7d
Wealth Advisor-New York
RK Partners —Huntington, NY
- $165,750 - $175,000 a year
- Research
- Senior level
- Communication skills
Quick Apply
Wealth Advisor
M&T Bank —Hauppauge, NY
- $142,100 - $236,800 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
Financial Planner
NYL - Melville —Melville, NY
- $100,000 a year
- Microsoft Excel
- Finance
- Analysis skills
- Retirement plan
Quick Apply
Investment Advisor Representative
The Quintessential Experience —Jericho, NY
- $60,000 - $128,000 a year
- Full-time
- Finance
- Business development
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply

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wealth management advisor jobs near dix hills ny

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Stamford, CT

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Job Details

$168,000 - $228,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Tax planning
Customer relationship building
Coaching
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Financial goal setting advisory services
Experience practicing in the securities industry
Escalation handling

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
May be obtained within the first 120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

wealth management advisor jobs in dix hills ny

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Advisor

Fast Track to Management-Financial Sales

Wealth Management Advisor

Wealth Management Trainee (NY)

Associate, Advisor

Financial Advisor

Entry Level Financial Advisor

Wealth Management Advisor Trainee (New York)

Senior Financial Representative

Sales Advisor (Training & Marketing Provided) (Long Island)

Associate Financial Representative

Financial Advisor

Wealth Management Advisor (Melville, NY)

Entry-Level Financial Service Professional

J.P. Morgan Wealth Management - Private Client Advisor - Huntington Station, NY

Wealth Advisor-New York

Wealth Advisor

Financial Planner

Investment Advisor Representative

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