Top 635 Financial advisor Jobs in Nassau County Ny

LPL Financial Advisor
FourLeaf Federal Credit Union —Bethpage, NY
- From $32,000 a year
- Microsoft Word
- Mid-level
- Office
- Disability insurance
- Health insurance
Paraplanner - Financial Planning
Davidov Wealth Group —Garden City, NY
- $79,650 - $95,000 a year
- Full-time
- Background check
- Microsoft Excel
- 11+ years
- Paid training
- Health savings account
Quick Apply
7d
Financial Professional
New York Life- Team Delis —Melville, NY
- From $97,000 a year
- Full-time
- Hybrid work
- Customer service
- Business development experience
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
1d
Financial Services Representative
Blue Ocean Wealth Solutions, LLC- A MassMutual Firm —East Hills, NY
- $90,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development experience
- Health savings account
- Health 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 Advisor
Edward Jones —Mineola, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Farmingdale, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Entry Level Financial Advisor
NYL - Nassau-Suffolk NY —Melville, NY
- $120,000 a year
- Bachelor's degree
- Financial services
- Master of Business Administration
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
401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
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 (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 Sales Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Melville, NY
- $70,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- US work authorization
- Entry level
- Disability insurance
- Health 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 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
7d
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
Entry-Level Financial Sales Consultant - Unlimited Earning Potential
United Financial Network —New York, NY
- $35,360 - $250,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Commuter assistance
- Health insurance
Quick Apply
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
4d
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
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

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LPL Financial Advisor

FourLeaf Federal Credit Union -
Bethpage, NY

Apply Now

Job Details

From $32,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Gym membership

Qualifications

Deal closing
Financial sales
Product presentation
Life insurance knowledge
Sales presentations
Series 7
Documentation tools
Prospecting
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry
Closing sales

Full Job Description

It Starts With Our Employees

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.

What You’ll Do

FourLeaf Financial Group Advisors work with members on a long-term basis, pursuing goals from the initial relationship genesis, providing financial services and products based on current and future financial situations, cultivating trust and sincerity. Our advisors are professionals maintaining specific training, licensing, registrations with a regulatory agency, and continuing education to provide optimal advice and guidance, preserving membership growth, longevity and experience. A FourLeaf Financial Group, Financial Advisor is a dual employee of both FourLeaf Federal Credit Union and LPL Financial Services, as such employment requirements from both organizations are required.

Core Contributions

Provide professional Investment Planning Services and Products to FourLeaf Members and employees. Understanding the members’ objectives, goals, time horizon and risk tolerance, prepare and deliver comprehensive financial plans, provide pre/post-retirement planning and wealth transfer strategies, that include; executing on the plan, rebalancing, selling, purchasing and establishing investments, transferring assets, portfolio reviews, analysis and assessments. Anticipate complex financial needs through tools, resources, experience, member profiling and suitability assessments. The advice and guidance offered must be clear, compliant, in the member’s best interest and include the features, benefits, risks, and costs, regulatory disclosures of products, securities, insurance and strategies.
Establish relationships with colleagues and associates highlighting the value FourLeaf Financial Group provides members and teammates alike, to master referral opportunities. Proactively source, acquire and expand member relationships by maximizing sale and service opportunities. Provide regular value-added engagement with members, face-to-face meetings, and consistent communications, strengthen member relationships, retain assets, ensure objectives and goals are accurate and there is no new information that would require changes to the investments or plan. Adhere to all regulatory and compliance operating procedures for reviews at a minimum as well as update broker dealer required documentation and service forms within the time allotted. Engage in activities that foster strong relationships by supporting and introducing potential members and credit union products. Partner with all roles on branch team to ensure all clients have a positive in-branch experience. Conduct branch training for staff.
Must have proven sales experience with a committed sales process that includes; effectively prospecting, connecting, qualifying, product and plan presentation, demonstrating value, documenting, disclosing and closing. Acquire new members through converting referral leads, circle of influence and referrals from the existing book of business.
Maintain current knowledge on products, processes, regulations, continuing education and compliance as well as sales ideas and activities are required. Have deep knowledge of the various account types, Individual, Joint, TOD, Custodial, Guardianship, Trust, Corporate, Guardianship, and various IRA accounts. Have a deep understanding of financial markets. Assist with Trust, Long-Term Care, and Elder Law planning.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the divisions reputation and safeguarding FourLeaf, its members and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Fulfill annual compliance, FINRA, and state insurance continuing education requirements. Strictly adhere to all rules, regulations and reporting requirements of the SEC, FINRA, all applicable exchanges, regulatory authorities of the state, and all procedures of the broker dealer. Maintain clean licenses.

Assets You Will Bring

Associate’s Degree.
1-4 years of experience. Three or more years of experience in investments and insurance sales and service preferred.
CFP Certification preferred, NY State.
FINRA Series 7, NASD 66 or 65 NYS Life and Health Insurance license required.
PC, Windows, Internet proficient and MS Excel, Access, and Word skills.

The estimated salary for this role is starting at $32,000 base plus commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)

What Sets Us Apart?

In addition to our comprehensive benefits, we invest in employee connection and well-being through:

Competitive 401(k)
Tuition and fitness reimbursement programs
Flexible work options
Volunteer opportunities
Executive “Water Cooler Chats”
Clubs, sports, and social events
Food truck days

….and more!

Who is FourLeaf?

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals.

We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.

As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

financial advisor jobs in nassau county ny

LPL Financial Advisor

Paraplanner - Financial Planning

Financial Professional

Financial Services Representative

Financial Advisor

Financial Advisor

Financial Advisor

Entry Level Financial Advisor

Associate Manager, Financial Planning

401(k) Specialist

Financial Advisor

Financial Advisor (Licensing & Training Provided)

Financial Sales Professional

Financial Sales Associate

Financial Professional

Financial Advisor / Insurance professional

Entry-Level Financial Sales Consultant - Unlimited Earning Potential

Financial Services Professional

Financial Advisor

Bilingual Chinese Financial Advisor

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