Top 501 Financial advisor Jobs in Woodmere, Ny

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
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
Financial Advisor (Training Provided)-SALES ROLE
New York Life —Melville, NY
- $82,177 - $125,000 a year
- Full-time
- Business development
- Analysis skills
- Accounting
- Disability insurance
- Health insurance
Quick Apply
3d
Fast Track to Management-Financial Sales
New York Life Insurance Company/NYLIFE Securities, LLC. —Melville, NY
- $70,000 - $150,000 a year
- Full-time
- Hybrid work
- US work authorization
- Entry level
- Time management
- Health insurance
- Dental 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
Wealth Management Trainee (NY)
Bankers Life —Queens, NY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Entry-level Financial Advisor
New York Life - Nassau County General Office —Uniondale, NY
- $100,000 a year
- Full-time
- Driver's License
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Entry-Level Financial Representative
Eastern Advisory Group —Melville, NY
- $100,000 a year
- Analysis skills
- Financial services
- Entry level
Quick Apply
9d
Entry-Level Financial Professional
NYL - Nassau-Suffolk NY —Melville, NY
- $116,000 a year
- Office
- Bachelor's degree
- Financial services
- Opportunities for advancement
Quick Apply
Financial Sales Consultant (Long Island)
WealthBridge Financial Group —Garden City, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
Quick Apply
1d
Entry-Level Financial Planner
New York Life Insurance - New York City —New York, NY
- $116,000 a year
- Computer literacy
- Finance
- Math
Quick Apply
Dental Practice Financial Consultant
Smile Cafe Dental Spa | Park Avenue —New York, NY
- $55 - $85 an hour
- Part-time
- Dental office
- CPA
- Mid-level
- Professional development assistance
- Flexible schedule
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
Entry-Level Wealth Management Professional
WealthBridge Financial Group —New York, NY
- $80,000 - $115,000 a year
- Hybrid work
- No experience needed
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
3d
Financial Services Professional
NYL - Nassau GO —Uniondale, NY
- $120,000 a year
- Mid-level
- Analysis skills
- Financial services
- Health insurance
Quick Apply
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
Financial Advisor/Stockbroker Trainee
MORGAN WILSHIRE SECURITIES INC —Garden City, NY
- $500 a week
- Full-time
- Office
- Entry level
Quick Apply
Associate Advisor
AlTi Tiedemann Global —New York, NY
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Office
Quick Apply
12d
Financial Advisor - Training Provided (NYC)
Northwestern Mutual —New York, NY
- $78,939 - $168,306 a year
- Full-time
- Background check
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply

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Associate Manager, Financial Planning

MissionSquare -
New York, NY

Apply Now

Job Details

Full-time
$84,880 - $127,330 a year

Benefits

401(k)
Financial planning services
Tuition reimbursement
401(k) matching

Qualifications

Customer communication
CFP
FINRA License
Stakeholder relationship building

Full Job Description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

$84,880.00 - $127,330.00

The Associate Manager, Financial Planning delivers financial planning education and services to participants of the New York City Deferred Compensation Plan. The role supports participant engagement and plan growth through seminars and individual financial planning sessions, while strengthening participant relationships before and throughout retirement.

THIS IS NOT A SALES POSITION - NO SELLING INVOLVED.

***PLEASE NOTE: This is a hybrid position with two (2) days remote and three (3) days onsite.

Onsite address is:

22 Cortlandt Street, New York, NY (Lower Manhattan, one block from World Trade Center, which is conveniently located near subway and Path Train stations.

Essential Functions for this role include:

Deliver financial planning seminars at Deferred Compensation Plan headquarters and agency work‑site locations to position MissionSquare’s NYC Deferred Compensation Plan as the primary financial planning resource.
Conduct financial planning seminars to deepen participant relationships, retain existing participants, and promote plan participation growth.
Assist with individual planning sessions, seminar updates, and handout revisions within the assigned geographic area.
Maintain current knowledge of NYC Deferred Compensation Plan services and applicable city‑wide employee benefits.
Maintain working knowledge of the broader financial planning industry and best practices.
Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
Deliver financial planning content using effective presentation and interpersonal communication skills to ensure participant comprehension of financial concepts and reports.
Prepare and deliver individualized financial plans virtually or in person at headquarters locations when requested by plan participants.
Perform other duties and special projects as assigned.
Present seminars and conduct sessions before or after standard business hours as required.
Performs other duties as assigned

If you have the following skills, we encourage you to apply:

Bachelor’s degree or equivalent experience.
One to three years of financial services experience.
CFP® designation required.
FINRA Series 7 and Series 63 licenses preferred but not required.
Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
Knowledge of NYC Deferred Compensation Plan products and services.
Strong presentation skills for large group settings.
Excellent interpersonal and verbal communication skills.
Demonstrated ability to build and maintain effective participant relationships.
Ability to learn and retain technical financial planning concepts.
Strong written communication skills.
Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

To benefit your career and support your wellbeing, we offer:

Competitive Total Rewards package , including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work-life balance
Tuition reimbursement to support continued education
Professional and career development opportunities , including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement

Equal Employment Opportunity

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

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 notice from the Department of Labor.

Apply Now

Refine Your Search

financial advisor jobs in woodmere, ny

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