Top 14 Associate financial advisor Jobs in Melville, Ny

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
Wealth Management Associate
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Melville, NY
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Hospitality
- Military
- Business development
- Health savings account
- Health insurance
Quick Apply
Wealth Management Associate
Northwestern Mutual —Farmingdale, NY
- $60,000 - $140,000 a year
- Full-time
- Hybrid work
- US work authorization
- Financial services
- Entry level
- Health insurance
- Dental insurance
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
Registered Private Client Associate - Hauppauge, NY
Janney Montgomery Scott LLC —Hauppauge, NY
- $75,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Entry-Level Wealth Management Associate
Eastern Advisory Group —Smithtown, NY
- $90,000 a year
- Financial services
- Communication skills
- Entry level
Quick Apply
2d
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
3d
Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $50,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Senior Registered Private Client Associate - Garden City, NY
Janney Montgomery Scott LLC —Garden City, NY
- $75,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Office
- Paid parental leave
- Disability insurance
Wealth Management Associate
Equitable Advisors —Melville, NY
- $35,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate
AllianceBernstein —Stamford, CT
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Senior Associate, Agency Standards Compliance Manager
New York Life —Melville, NY
- $81,000 - $115,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply

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Wealth Management: Client Service Associate
Northwestern Mutual —New York, NY
Life & Health Insurance license or the ability to obtain within 30-days of hire. Life and Health Insurance license (Preferred). Bachelor’s degree is required.
$80,000 a year
Quick Apply
5d
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
Ability to grow your career on your terms - develop a thriving solo practice or receive expert support to build your own team of high-performers with upward…
Quick Apply

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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply
Associate Financial Advisor
Jambalaya Group —Worthington, OH
This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a…
$75,000 - $90,000 a year
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Financial Sales Associate

Center for Wealth Preservation a MassMutual Firm -
Syosset, NY

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Life Insurance License
Sales
FINRA License

Full Job Description

Interested in pursuing one of the highest-earning and most rewarding career paths? CWP is a modern, technology-driven, innovative, Financial Services business with a powerful team-focused approach to client success. Afford yourself the opportunity to build your own business without the upfront costs. This is more than a career, it’s a calling.

Unlike most entrepreneurs or start-ups, you’ll have the support, mentorship, and leads to take your career to where you want it to go. Be in business for yourself, not by yourself, and learn how you can build a thriving financial planning practice under the guidance of experts and with the support of a Fortune 100 company.

Discover how CWP’s fast-track Planning Associate program can help you become an in-demand Financial Services professional in a matter of months (not years). Weekly stipend is available once you hit the milestone of Career Agent Contract.

What sets CWP apart from the rest of the industry?

Unlimited earning potential with incredibly competitive payouts/compensation structure
Work-life balance and flexible schedules
Access to Fortune 100 benefits (pension, 401k, health, dental, etc.)
World-class incentives to travel and vacation with your family and/or peers
Mentorship from supportive management with access to beautiful office space facilities and conference rooms at your fingertips.
Expert, modern training programs that are constantly innovating and expanding so you can make the best decisions for yourself and your clients
Industry lowest desk fees
Learn how to add fee-based planning to your stack of services
Ability to grow your career on your terms - develop a thriving solo practice or receive expert support to build your own team of high-performers with upward growth into leadership if you are interested
Life, Health & Accident Insurance + FINRA education FREE to become a full-service Financial Planner within circa 12 months of joining
In-house marketing driven to help you personalize your brand and cultivate new business

What You’ll Do:

Play a crucial role in building and maintaining a network of clientele who would benefit from Financial Planning services
Build your professional network through appointments, leveraging social media, attending industry events, seeking referrals, conducting seminars, and implementing effective marketing campaign.
Focus on selling estate planning, business succession, education planning, wealth and asset management, insurance & and special needs planning, and advanced market planning
Collaborate with our in-house Planning team to deliver world-class solutions and best-in-class financial outcomes for our clients
Complete any necessary licensing requirements to provide clients with comprehensive support

Your super-powers: (nice to have)

1+ years of professional experience within Financial Services, Insurance, or other transferrable industry domains or hungry to be a business development specialist in the financial planning space with a track record of success in sales
Comfortable handling objections and overcoming challenges during client interactions
Entrepreneurial spirit, interested and excited to build a book of business
Ability to manage relationships with high-net-worth clients, and family offices
Interest in building a team and/or mentoring others
You are considered a ‘closer’
Excellent people skills, ability to strike up a conversation anywhere with anyone.
Pressure player, lives for goal setting

If you are an experienced or aspiring financial services professional interested in joining an innovative and rewarding firm, please apply and/or feel free to send your resume to me directly to [email protected]. We look forward to speaking with you and working with you to build something special.

Why Join Us:

We are an agency of Mass Mutual and MML Investors, so you have the backing of a Fortune 100 Company. With over 160 years of experience, MassMutual has proven time and again it is the premier broker-dealer in the industry. After all these years, we are continuing to push forward with our advisor first mentality. Whether it’s managing wealth or delivering advanced market estate planning, you have access to a group who can help you become financially liberated, and work from anywhere once you’ve established yourself. The type of practice combined with a polished approach and wide range of product availability is unique and rare the industry. This position is based solely on uncapped commissions and bonus, we do not offer a base salary. We are open to discussing non-guaranteed transition compensation with you over a period to help you build your business and will be commensurate with experience in the financial services space. If you are already a licensed agent, we also offer lucrative buy-out packages, and transition compensation.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Retirement plan
Vision insurance

Compensation Package:

Commission pay
Uncapped commission

Schedule:

Monday to Friday

Application Question(s):

Do you have any experience or skills relating to sales, business development, creating presentations, or being in a persuasive or sales-related environment?
Are you open to prospecting via making outbound phone calls to people you have never met to establish interest in our service?

Ability to Commute:

Syosset, NY 11791 (Required)

Ability to Relocate:

Syosset, NY 11791: Relocate before starting work (Required)

Work Location: Hybrid remote in Syosset, NY 11791

Quick Apply

Refine Your Search

associate financial advisor jobs in melville, ny

Financial Sales Associate

Wealth Management Associate

Wealth Management Associate

Associate, Advisor

Registered Private Client Associate - Hauppauge, NY

Entry-Level Wealth Management Associate

Associate Financial Representative

Private Client Associate - Garden City, NY

Senior Registered Private Client Associate - Garden City, NY

Wealth Management Associate

Associate

Senior Associate, Agency Standards Compliance Manager

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