Financial Advisor Jobs in Melville, NY (200)
Private Client Financial Advisor - Midtown, Manhattan
Citizens
Hempstead, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank
Jericho, New York
$120k / year
Director, Financial Planner/Wealth Advisor, Private Bank
CFA Institute
Jericho, New York
New
$120k / year
Financial Consultant
Flagstar Bank
West Hempstead, New York
$35.6k - $66.5k / year
Investor Relations - Associate
iCapital
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
$85k - $105k / year
Investor Relations - Associate
iCapital Network
Greenwich, Connecticut
PTO
Vision Insurance
Parental Leave
$85k - $105k / year
‌
Tax Director | Private Equity | High Bonus Potential
Vaco
Greenwich, Connecticut
New
‌
Front Office Engineer London, England
Tbwa Chiat/Day
Stamford, Connecticut
$10 / hour
‌
Chief Accounting Officer
StevenDouglas
New Hyde Park, New York
Health Insurance
‌
Front Office Engineer, UI New York, New York
Tbwa Chiat/Day
Stamford, Connecticut
$170k - $190k / year
‌
Client Service Associate
National Financial Partners
Stamford, CT
New
Hybrid
PTO
Health Insurance
$55k / year
‌
Financial Advisor - Career Change Opportunity
Edward Jones
Fresh Meadows, NY
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
Remote
‌
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
Remote
‌
CSI Investment Assistant II
Citizens
Hempstead, NY
New
Hourly
Dental Insurance
Vision Insurance
$26.44 - $31.25 / hour
‌
Merrill Experienced Financial Advisor
Bank of America
Melville, NY
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Western NY
Bank of America
Smithtown, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Commack Financial Center
Bank of America
Commack, NY
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Freeport Financial Center
Bank of America
Freeport, NY
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Personal Financial Counselor, Assignment Ready Counselor - New York
Magellan Health
Bronx, NY
$53.1k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Jericho, NY
Diversity Leader
$63.4k - $144.3k / year
‌
Wealth Management Specialist-NPD
Bank of America
Garden City, NY
Hourly
Diversity Leader
Eco-Friendly
$24 - $48.08 / hour
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Jericho, NY
Diversity Leader
$119.5k - $272.1k / year
‌
Wealth Management Client Associate
Bank of America
Great Neck, NY
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Registered Wealth Management Client Associate
Bank of America
Great Neck, NY
Hourly
Diversity Leader
Eco-Friendly
$26 - $40.50 / hour
‌
VP, Financial Consultant - Stamford, CT
Charles Schwab
Stamford, CT
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Sr. Relationship Manager – Global Commercial Banking/Middle Market Banking (Melville, NY)
Bank of America
Melville, NY
Diversity Leader
Eco-Friendly
$140k - $235k / year
‌
Tax Manager - Real Estate Tax (East Region City Locations)
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Jericho, NY
Diversity Leader
$85k - $193.4k / year
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Stamford, CT
Diversity Leader
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Merrill Financial Solutions Advisor - Long Island East Market
Bank of America
Melville, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
Job Description
Working as a Financial Advisor in Melville, NY
There are 200 Financial Advisor opportunities available in Melville, NY all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Melville, NY
Financial Advisors in Melville, NY Resume Data
Average Experience for Financial Advisors in Melville, NY
- More than 10 years: 58%
- 6-10 years: 26%
- 3-5 years: 13%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Melville, NY
- Bachelors: 58%
- Masters: 17%
- Diploma: 13%
- Associates: 9%
- Doctorate: 4%
Top Skill for Financial Advisors in Melville, NY
- Customer focus & orientation: 15%
- Attention to detail: 15%
- Sales skills: 14%
- Customer service: 12%
- Spreadsheets with Microsoft Excel: 10%
- Administrative assistant/receptionist: 10%
- Bookkeeping: 8%
- Work style: Reliability: 5%
- Supervisory skills: Motivating & assessing employees: 5%
- Verbal communication: 5%
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