Top 124 Wealth management advisor Jobs in Valhalla, Ny

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 and Wealth Management Advisor - Stamford
Northwestern Mutual —Stamford, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Marketing
- Paid training
- Health insurance
Quick Apply
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
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
12d
Entry Level - Wealth Management
Equitable Advisors, LLC —New York, NY
- $34,500 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,
JPMorganChase —West Harrison, NY
- $66,300 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
4d
Private Wealth, Investment Manager
Citizens Financial Group —Tarrytown, NY
- $188,000 - $246,000 a year
- Full-time
- Background check
- Office
- Finance
- Health insurance
- Dental insurance
13d
Associate Financial Advisor
Ameriprise Financial - New York —White Plains, NY
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor | Training Provided | Wealth Management
Wealth Advisory Group LLC —New York, NY
- $83,979 - $153,981 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Up to 50% travel
- Profit sharing
- Paid training
Quick Apply
22h
Portfolio Management Associate
Morgan Stanley —New York, NY
- $68,000 - $120,000 a year
- Computer literacy
- Writing skills
- Research
Junior Financial Advisor
Iron Birch Advisors —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- 401(k)
Quick Apply
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-New York
RK Partners —Westchester County, NY
- $165,700 - $175,000 a year
- Research
- Senior level
- Communication skills
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Stamford, CT
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Wealth Management Analyst
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Private Wealth Advisor
Ameriprise Financial —New York, NY
- $60,000 - $500,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Life insurance
Quick Apply
Retirement Sales / Financial Advisor
LAWLEY AGENCY, LLC —Purchase, NY
- $84,613.20 - $141,022.00 a year
- 5 years
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Plainview, NY
JPMorganChase —Plainview, NY
- $66,360 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
7d
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

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Financial Advisor (Licensing & Training Provided)

Northwestern Mutual
White Plains, NY

Quick Apply

Job Details

Full-time
$61,000 - $250,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Pension plan
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Sales
Bachelor's degree

Full Job Description

Becoming a Financial Advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a Financial Advisor, you will:

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

On your path to becoming a Financial Advisor, you start as a Financial Representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

Compensation & Benefits

Performance-based earnings and revenue:
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning

You could be right for this opportunity if you have:

Bachelor’s degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship

About Northwestern Mutual

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual:

Top 5 US Independent Broker-Dealers
Unsurpassed financial strength with total company assets of $366 billion
Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
Fortune 500® company (June 2024)
Forbes’ Best Employers for Diversity (2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
2024 Training APEX Award winner

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production.

Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: Investment News, April 2024.

Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (AAA, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

Job Type: Full-time

Pay: $61,000.00 - $250,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance

Education:

Bachelor's (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in valhalla, ny

Financial Advisor (Licensing & Training Provided)

Financial and Wealth Management Advisor - Stamford

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Wealth Management Advisor

Entry Level - Wealth Management

Associate Wealth Advisor, Schwab Wealth Advisory

J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,

Private Wealth, Investment Manager

Associate Financial Advisor

Financial Advisor | Training Provided | Wealth Management

Portfolio Management Associate

Junior Financial Advisor

Private Wealth Management Associate

Wealth Advisor-New York

Wealth Advisor, Schwab Wealth Advisory

Wealth Management Analyst

Private Wealth Advisor

Retirement Sales / Financial Advisor

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

Financial Advisor

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