Financial Advisor jobs in White Plains, NY
Now available 6 results are consistent
Sort by:relevance - date
FINANCIAL ADVISOR TRAINEE
Attend all company trainings and learn about different financial tools. Ability to identify and understand client needs and deliver the solutions to meet them. Comply with all regulatory requirements, including licensing and regis...
| Company | Thoroughbred Advisors |
|---|---|
| Address | White Plains, NY |
| Category | Accounting/Finance |
| Salary | $65,000 - $130,000 a year |
| Job type | Full-time | Internship |
| Date Posted | a month ago See detail |
Financial Advisor Trainee
Thoroughbred Advisors
White Plains, NY
$65,000 - $130,000 a year
Attend all company trainings and learn about different financial tools. Ability to identify and understand client needs and deliver the solutions to meet them. Comply with all regulatory requirements, including licensing and regis...
a month ago seen See more...
Senior Financial Advisor, Yonkers
Savvy Wealth
Yonkers, NY
Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...
2 months ago seen See more...
- View all Savvy Wealth jobs - jobs in Yonkers, NY
Financial Advisor
Empower
Bronx, NY
Manage alternatives investment operations, including accurate and timely transaction input, manager portal monitoring, trade ticket creation.. Handle alternatives investment accounting from subledger review to general ledger cl...
2 weeks ago seen See more...
- View all Empower jobs - jobs in Bronx, NY
Financial Advisor - Stamford, Connecticut
Lenox Advisors
Stamford, CT
$60,000 - $100,000 a year
The Lenox brand represents a caring, creative, and passionate family of professionals. Its important that your values align to ours trust, teamwork and accountability. Make an impact on peoples lives, and the communities you c...
a month ago seen See more...
- View all Lenox Advisors jobs - jobs in Stamford, CT
Financial Advisor - Now Hiring
Empower
Bronx, NY
Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account. Discuss available account options, such as 401K and IRAs, to align t...
3 weeks ago seen See more...
- View all Empower jobs - jobs in Bronx, NY
Financial Literacy Benefit Advisor/Senior Case Manager
Volunteers Of America Greater New York
Bronx, NY
life insurance, retirement plan
Conduct client financial coaching through one-on-one, couple, or small group sessions. . Competently assess clients' current financial situation by reviewing their income, assets, and debts. . Provide resources on financial manage...
5 days ago seen See more...
Account 
More