Top 199 Wealth management advisor Jobs in Lynbrook, Ny

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 Advisor Trainee (New York)
WealthBridge Financial Group —Valley Stream, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
- Marketing
Quick Apply
2d
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development
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
Wealth Management Trainee (NY)
Bankers Life —Long Island, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Trust Advisor
City National Bank —New York, NY
- $148,266 - $252,544 a year
- Microsoft Excel
- Research
- Business development
- Health insurance
- Dental insurance
8d
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 - with Full Training and Development
Northwestern Mutual —New York, NY
- $55,000 - $159,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
12d
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
10d
Wealth Management Trainee (NY)
Bankers Life —Brooklyn, NY
- $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
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
Senior Wealth Advisor
Current —New York, NY
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Wealth Advisor - Valley Stream, NY
Citizens Financial Group —Valley Stream, NY
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
11d
Wealth Management Analyst
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Associate, Wealth Management Finance (Advisor Channel)
Morgan Stanley —New York, NY
- $100,000 - $115,000 a year
- Full-time
- Oracle
- Bachelor of Science
- Mid-level
9d
Asset & Wealth Management, Talent Strategy, Advisor Development, Private Wealth Management (PWM), Vice President - New York
Goldman Sachs —New York, NY
- $125,000 - $250,000 a year
- Full-time
- 5 years
- Office
- Computer skills
- Disability insurance
- Health insurance
Private Wealth Management Associate
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —New York, NY
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- 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
14d

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wealth management advisor jobs near lynbrook, ny

Wealth Management Advisor

Blue Ocean Wealth Solutions -
Greenvale, NY

Quick Apply

Job Details

Full-time
$90,000 - $130,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Financial sales
Financial product expertise
Financial concepts
Time-based sales targets
Life & Health Insurance License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Job title: Wealth Management Advisor
Blue Ocean Wealth Solutions, LLC a MassMutual Firm

Blue Ocean Wealth Solutions, LLC is seeking an experienced and knowledgeable Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will play a vital role in providing comprehensive financial planning and investment advisory services to our clients. You will work closely with individuals and families to understand their financial goals, develop tailored wealth management strategies, and provide ongoing guidance to help them achieve their goals. This position requires a deep understanding of investment products, and financial markets, and a commitment to delivering exceptional client service.

Responsibilities:

Build a clientele and maintain a strong relationship with clients. Understand their goals, risk tolerance and unique circumstances.
Conduct comprehensive financial analysis and gather relevant client information to develop personalized wealth management strategies.
Provide advice on investment options, asset allocation, retirement planning and other areas of wealth management.
Monitor and review clients’ investment portfolio, performance, and market trends, making adjustments as needed to ensure alignment with clients’ objectives.
Collaborate with internal teams to deliver holistic wealth management solutions to clients.
Actively manage client relationships, providing ongoing support, addressing inquiries, and proactively identifying opportunities to enhance client satisfaction.
Conduct regular client reviews and meetings to assess progress toward financial goals, discuss changes in circumstances, and adjust as necessary.
Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies.
Stay compliant with industry regulations, ethical standards, and company policies.

Qualifications:

Bachelors’ degree or experience in the Financial Services Industry. Advanced degrees or relevant certifications, such as Series 7, 6, 63 or 66, CFP are highly desirable.
Must be willing to obtain the Life & Accident and Health License, Series 7 & 66
Deep knowledge of investment products and financial markets.
Results-driven with a track record of meeting or exceeding sales targets.
Strong problem-solving abilities with attention to detail.
Proactive and self-motivated with ability to work independently and as part of a team.
Ability to adapt to a fast-paced environment.

What makes Blue Ocean Wealth Solutions, LLC Unique:

Commission, Allowances, and Bonuses
Approximate expected first year earnings range from $90k to $130k*
Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match **
Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships
State of the Art office with modern technology capabilities and teamwork culture
On-site Firm weekly Series 7 training Study Group
Internal localized Support from Firm Director of Investments
We offer Training and Support for those who wish to do Fee-Based Holistic Financial Planning***.
Executive Training Program and personalized development thereafter
Participate in Blue Ocean Wealth Solutions, LLC Awards and Recognition Programs

Visit our website at www.blueocean.us.com for further information.

We are an Equal Opportunity Employer.
We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state and local law.

*The average expected first year earnings range is an approximate figure based on historical performance. **401 (k) match will be received only if production is over $88kFYC. ***To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. Eligibility applies only to those Wealth Management Advisor/Financial Services Professionals who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Job Type: Full-time

Pay: $90,000.00 - $130,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Vision insurance

Physical Setting:

Office

Experience:

Financial concepts: 1 year (Preferred)

License/Certification:

Life and Health, Series 7 & Series 66 license (Preferred)

Ability to Commute:

Greenvale, NY 11548 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in lynbrook, ny

Wealth Management Advisor

Wealth Management Advisor Trainee (New York)

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Financial Advisor

Wealth Management Trainee (NY)

Trust Advisor

Wealth Management Associate - Entry Level

Wealth Management Advisor - with Full Training and Development

Entry-Level Financial Service Professional

Wealth Management Trainee (NY)

Wealth Manager - Entry Level

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

Senior Wealth Advisor

Wealth Advisor - Valley Stream, NY

Wealth Management Analyst

Associate, Wealth Management Finance (Advisor Channel)

Asset & Wealth Management, Talent Strategy, Advisor Development, Private Wealth Management (PWM), Vice President - New York

Private Wealth Management Associate

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

SVP, Wealth Strategy

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