Top 224 Wealth management advisor Jobs in Great Neck, Ny

Wealth Management Advisor
TSG —Jersey City, NJ
- $2,000 - $50,000 a month
- Full-time
- Research
- Mid-level
- Office
Quick Apply
7d
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development
Quick Apply
Fast Track to Partner
New York Life Insurance Company & NYLIFE Securitiess, LLC. —New York, NY
- $70,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Math
- Health savings account
- Health insurance
Quick Apply
Financial Advisor / Insurance professional
New York Life Insurance Company —Melville, NY
- $75,000 - $100,000 a year
- Full-time
- Mid-level
- Children
- In-person
- Continuing education credits
- Disability insurance
Quick Apply
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Consultant Partner - Manhasset, NY
Charles Schwab —Manhasset, NY
- $24.66 - $47.07 an hour
- Mid-level
- Office
- Financial services
- Paid parental leave
- Employee stock purchase plan
3d
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
Financial and Wealth Management Advisor - Stamford
Northwestern Mutual —Stamford, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Marketing
- Paid training
- Health insurance
Quick Apply
Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $225,000 - $294,000 a year
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
5d
Wealth Management Trainee (NY)
Bankers Life —Long Island, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Private Wealth Advisor / Financial Planner (Top-Ranked Training)
Northwestern Mutual —New York, NY
- $78,000 - $168,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Trainee (NJ)
Bankers Life —Rochelle Park, NJ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Manager - Entry Level
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Advisor - Entry-Level
Equitable Advisors —New York, NY
- $36,000 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —New Rochelle, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (NY)
Bankers Life —Brooklyn, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Associate - Entry Level
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
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
Private Wealth Associate
AllianceBernstein —New York, NY
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
1d
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

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wealth management advisor jobs near great neck, ny

Wealth Management Advisor

TSG -
Jersey City, NJ

Quick Apply

Job Details

Full-time | Contract
$2,000 - $50,000 a month
7 days ago

Qualifications

Financial sales
Research
Series 7
Business development
Customer relationship management
Data-driven problem-solving
Series 63

Full Job Description

Where are all of those hungry brokers - looking to refine and master the craft- The men and women that are trying to build their book of business the good old fashioned way- One Brick at a Time. Here at CrestPoint Talent we strategically recruit and place financial professionals, including wealth advisors, brokers, and top producers in the financial services industry.

Built on real-world industry experience and relationship-driven business development, the firm connects elite talent with growth opportunities across investment management, alternatives, wealth advisory, capital markets, and private financial platforms. CrestPoint Talent uses a consultative, highly targeted approach rather than simple resume screening, emphasizing proven production history, established books of business, and leadership potential. The firm specializes in confidential advisor transitions, strategic talent acquisition, and relationship-based recruitment that creates long-term value for both hiring firms and financial professionals. CrestPoint Talent partners closely with investment firms, RIAs, broker-dealers, capital advisory groups, and alternative platforms seeking advisors who can drive production, grow assets under management, and deepen client relationships.

Role Description This full-time, on-site Registered Representative Financial Advisor role is based in Jersey City, NJ. The advisor will focus on developing and managing client relationships, providing tailored investment and financial planning solutions, and maintaining ongoing communication to support client goals.

Daily responsibilities include prospecting and onboarding new clients, conducting portfolio reviews, assessing risk tolerance, and recommending appropriate investment and wealth management strategies. The role involves staying current with market developments, firm product offerings, and regulatory requirements while collaborating with internal teams to deliver comprehensive client service. The advisor is expected to build and expand a book of business, meet production and asset growth targets, and uphold the highest standards of ethics and compliance.

Qualifications

Candidates should possess strong client relationship management skills, including the ability to build trust, communicate complex financial concepts clearly, and maintain long-term advisory relationships.
Candidates should possess financial planning and investment advisory skills, such as portfolio construction, asset allocation, risk assessment, and knowledge of investment products across asset classes.
Candidates should possess business development and sales skills, including prospecting, networking, generating referrals, and consistently meeting production and asset growth objectives.
Candidates should possess regulatory and compliance skills, including active FINRA registrations (e.g., Series 7 and Series 63/65/66 or equivalent), a clean compliance record, and familiarity with SEC/FINRA rules and firm policies.
Candidates should possess analytical and research skills to evaluate markets, investment opportunities, and client portfolios, and to prepare clear, data-driven recommendations.

Pay: $2,000.00 - $50,000.00 per month

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in great neck, ny

Wealth Management Advisor

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Fast Track to Partner

Financial Advisor / Insurance professional

Financial Sales Associate

Financial Consultant Partner - Manhasset, NY

Entry Level - Financial Advisor

Financial and Wealth Management Advisor - Stamford

Senior Regional Manager, Schwab Wealth Advisory

Wealth Management Trainee (NY)

Private Wealth Advisor / Financial Planner (Top-Ranked Training)

Wealth Management Trainee (NJ)

Wealth Manager - Entry Level

Financial Advisor - Entry-Level

Wealth Management Trainee (NY)

Wealth Management Trainee (NY)

Wealth Management Associate - Entry Level

Wealth Management Advisor (Melville, NY)

Private Wealth Associate

Associate, Advisor

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