Top 264 Wealth management advisor Jobs in Hempstead Ny

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
Wealth Management Advisor
Northwestern Mutual —Farmingdale, NY
- $60,000 - $140,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
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
- Sales
- Office
- Disability insurance
- Health insurance
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
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
10d
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
10d
J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY
JPMorganChase —Rockville Centre, NY
- $66,360 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Private Wealth Management Portfolio Management Associate
Morgan Stanley —New York, NY
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
4d
Wealth Management Advisor
TIAA —New York, NY
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
11d
J.P. Morgan Wealth Management - Private Client Advisor - Wantagh, NY
JPMorganChase —Wantagh, NY
- $66,360 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Private Wealth Management Associate
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
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
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
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
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
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 Advisor - Top rated training and mentor program
Northwestern Mutual —New York, NY
- $90,000 - $200,000 a year
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Relationship Manager - Wealth Management
Robert Half —Rye, NY
- $110,000 - $135,000 a year
- Email
- Mid-level
- Finance
- Bachelor's degree
- Disability insurance
- Dental insurance
Quick Apply
12d
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
10d
Financial Advisor - with Full Training & Development Program
Northwestern Mutual —New Hyde Park, NY
- $55,000 - $159,000 a year
- Overtime
- Mid-level
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply

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Associate Wealth Advisor

Midas Wealth
New York, NY

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Microsoft Excel
Executive administrative support
Series 66
Research
Series 7
Bachelor's degree
Task prioritization
Financial product expertise
Asset allocation strategy
Organizational skills
Financial data analysis tools
Financial markets knowledge
Time management

Full Job Description

Position Summary
Midas Wealth is a leading financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. We pride ourselves on providing exceptional service and personalized solutions to our clients. We are seeking a highly organized and proactive Associate Wealth Advisor to support one of our in-house Private Wealth Advisors in delivering gold-standard financial services.

The Associate Wealth Advisor will play a critical role in supporting the Private Wealth Advisor by managing administrative tasks, coordinating client communications, and ensuring the smooth operation of daily activities. The ideal candidate will possess excellent organizational skills, a keen attention to detail, and the ability to handle sensitive information with discretion.

Key Responsibilities

Administrative Support

Manage and organize the Financial Advisor's calendar, including scheduling appointments, meetings, and travel arrangements
Prepare and edit correspondence, presentations, and reports
Handle incoming and outgoing communications, including phone calls, emails, and mail

Clients Relations

Serve as the primary point of contact for clients, providing exceptional customer service and addressing inquiries in a timely manner
Assist in the preparation and follow-up of client meetings, including the preparation of necessary documentation and materials
Maintain and update client records and databases with accurate information

Project Coordination

Assist in the planning and execution of special projects and events.
Conduct research and gather information as needed for various initiatives

Confidentiality and Compliance

Handle sensitive information with the utmost confidentiality and adhere to all compliance regulations and company policies

Required Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or a related field
3-5+ years of experience in investment analysis, wealth management, or a related role
Series 7 and Series 66 licenses required
Strong proficiency in Excel and financial analysis tools
Working knowledge of financial markets, asset allocation, and investment products

Skills & Competencies

Strong organizational and time management skills
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM software
Ability to multitask and prioritize effectively in a fast-paced environment
High level of professionalism and attention to detail

Preferred Qualifications

CFP® designation strongly preferred
Experience working in a family office, wealth management firm, or investment advisory environment

Compensation & Benefits

We offer a competitive compensation package commensurate with experience, including:

Base salary range: $75,000 – $100,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance

License/Certification:

Series 7 (Required)
Series 66 (Required)

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

wealth management advisor jobs in hempstead ny

Associate Wealth Advisor

Wealth Management Advisor

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

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

Associate Wealth Advisor, Schwab Wealth Advisory

Wealth Advisor, Schwab Wealth Advisory

J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY

Private Wealth Management Portfolio Management Associate

Wealth Management Advisor

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

Private Wealth Management Associate

Wealth Advisor

Financial Advisor

Financial Advisor

Financial Sales Associate

Entry Level - Financial Advisor

Financial Advisor - Top rated training and mentor program

Client Relationship Manager - Wealth Management

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Advisor - with Full Training & Development Program

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