Top 684 Financial advisor Jobs in Jackson Heights, Ny

VP, Financial Consultant - Forest Hills, NY
Charles Schwab —Forest Hills, NY
- $75,000 - $100,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Trust Advisor
City National Bank —New York, NY
- $148,266 - $252,544 a year
- Microsoft Excel
- Research
- Business development
- Health insurance
- Dental insurance
12d
Financial Advisor
Altfest Personal Wealth Management —New York, NY
- $135,000 - $145,000 a year
- 5 years
- Office
- Business development
- AD&D insurance
- Disability insurance
Investment Consultant - Forest Hills, NY
Charles Schwab —Forest Hills, NY
- $68,300 - $97,900 a year
- Mid-level
- Office
- 2 years
- Paid parental leave
- Employee stock purchase plan
SVP, Wealth Strategy
NFP Corp —New York, NY
- $210,000 - $280,000 a year
- Full-time
- Senior level
- Communication skills
- Paid holidays
- Paid time off
TikTok Ads Financial Crime Compliance Advisor - Global Payment
TikTok —New York, NY
- $121,600 - $272,000 a year
- 5 years
- Office
- Analysis skills
- Paid parental leave
- Paid holidays
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Office
- US work authorization
- Organizational skills
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York
Goldman Sachs —New York, NY
- $80,000 - $160,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Associate – Investment Consulting Services – 2026 – (Hybrid)
Andersen —New York, NY
- $72,500 - $96,500 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
Entry-Level Financial Planner
New York Life Insurance - New York City —New York, NY
- $116,000 a year
- Computer literacy
- Finance
- Math
Quick Apply
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
Senior Consultant, Financial Reporting & Accounting | IA&R Real Estate Solutions
FTI Consulting —New York, NY
- $78,500 - $163,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Research
Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Melville, NY
- $70,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Continuing education credits
- Disability insurance
Quick Apply
10d
Bilingual Chinese Financial Advisor
New York Life —Flushing, NY
- $100,000 - $200,000 a year
- Full-time
- Bilingual
- Office
- Financial services
- 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 Advisor
Edward Jones —Rye, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Taos Global Group Inc —Flushing, NY
- $30,000 - $80,000 a year
- Monday to Friday
- Hybrid work
- Bilingual
- English
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Financial Professional
New York Life —Uniondale, NY
- $65,000 - $150,000 a year
- Full-time
- Customer service
- In-person
- Associate's degree
- Disability insurance
- Health insurance
Quick Apply
Controller / Senior Accountant
Broker Dealer —New York, NY
- $150,000 - $200,000 a year
- Full-time
- Background check
- CPA
- Office
- Health insurance
- 401(k)
Quick Apply
Financial Advisor
Edward Jones —New York, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training

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financial advisor jobs near jackson heights, ny

VP, Financial Consultant - Forest Hills, NY

Charles Schwab -
Forest Hills, NY

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Job Details

$75,000 - $100,000 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

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

You will be required to register and to submit to the required SAFE Act background check and registration process

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.

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

financial advisor jobs in jackson heights, ny

VP, Financial Consultant - Forest Hills, NY

Trust Advisor

Financial Advisor

Investment Consultant - Forest Hills, NY

SVP, Wealth Strategy

TikTok Ads Financial Crime Compliance Advisor - Global Payment

2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank

Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Invest, Private Wealth Advisor, Associate - New York

Associate – Investment Consulting Services – 2026 – (Hybrid)

Entry-Level Financial Planner

Associate Manager, Financial Planning

Senior Consultant, Financial Reporting & Accounting | IA&R Real Estate Solutions

Financial Services Professional

Bilingual Chinese Financial Advisor

Financial Advisor (Licensing & Training Provided)

Financial Advisor

Financial Advisor

Financial Professional

Controller / Senior Accountant

Financial Advisor

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