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financial advisors jobs near Mount Kisco, NY

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  • Fidelity Investments - Chappaqua, NY 4.0

    And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

  • Fidelity Investments - Chappaqua, NY 4.0

    And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

  • Silver Hill Hospital - New Canaan, CT 3.7

    Handles financial clearances for patients entering our Outpatient services. Deals directly with patients or responsible parties to review costs, insurance…

    Estimated: $72,000 - $96,000 a year
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  • Johnson Brunetti - Wilton, CT 

    Prepare, present and implement customized financial plans for prospective clients. Lead workshop presentations to educate prospects and clients about financial…

  • Newman & Associates/Ameriprise Financial - Greenwich, CT 

    Assess client’s overall financial picture, understand their needs and develop a solid financial plan. Track record of successful financial guidance.

    $40,000 - $50,000 a year
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  • Prudential Advisors - White Plains, NY 3.8

    Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Medical, Dental, and Vision benefits.

    Quick Apply
  • Benjamin F Edwards & Co - White Plains, NY 4.4

    Assist in financial planning efforts by entering client data in the financial planning software and walking clients through the account set-up and review…

    Estimated: $57,000 - $75,000 a year
  • Barnum Financial Group - Elmsford, NY 3.7

    Two or more years of financial services industry experience preferred. Update Salesforce / Advisor 360 / MS Excel reports and review with advisor during regular…

    $65,000 a year
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  • NewEdge Wealth - Stamford, CT 

    Implement the wealth strategy process by developing, consulting, and implementing customized strategies to address the complex financial issues multi…

    Estimated: $54,000 - $81,000 a year
    Quick Apply