Financial Advisor Jobs in New Rochelle, NY (1,490)
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank
Jericho, New York
$120k / year
Merrill Financial Solutions Advisor - Southern CT Market
National Black Mba Association
Greenwich, Connecticut
$75k - $85k / year
Wealth Management Associate
Equitable Advisors
Hoboken, New Jersey
Entry-Level
Dental Insurance
Vision Insurance
Senior Portfolio Manager
Northwestern Mutual Investment Services
New York, New York
Hospitality
$121k / year
Financial Services Relationship Manager
PEAR Core Solutions
Jericho, New York
Senior 401(k) Administrator
CPS
Stamford, Connecticut
New
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$75k - $85k / year
‌
Investor Relations Associate (private wealth firm)
Coda Search│Staffing
New York, New York
$150k / year
‌
Solution Architect - Technology Consulting - Financial Services - Manager Consultant
Ernst & Young Advisory Services Sdn Bhd
New York, New York
‌
Investor Relations - Associate
iCapital
Greenwich, Connecticut
New
PTO
Vision Insurance
Parental Leave
$85k - $105k / year
‌
Private Wealth Client Service Manager
Coda Search│Staffing
New York, New York
$120k / year
‌
Senior Director, Enterprise & Client Strategy
Northwestern Mutual Investment Services
New York, New York
Health Insurance
Dental Insurance
Vision Insurance
Education
$139.4k / year
‌
Chief Compliance Officer
Revolut Ltd
🌎 Remote
New
Remote
$204.3k - $215k / year
‌
Solution Architect - Technology Consulting - Financial Services - Manager Consultant
Ernst and Young
New York, New York
‌
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Oppenheimer & Co
Jericho, New York
$55k - $65k / year
‌
Annuity and Life Insurance, Marketing Manager - Vice President
JPMorgan Chase
Jersey City, New Jersey
Eco-Friendly
$142.5k - $200k / year
‌
BDO Capital Advisors, President & Chief Compliance Officer
BDO USA
New York, New York
$300k - $400k / year
‌
Product Manager, Platform Investment Products - Senior Vice President
iCapital
New York, New York
PTO
Vision Insurance
Parental Leave
$200k - $250k / year
‌
Annuities - Assistant Vice President / Vice President
iCapital
New York, New York
PTO
Vision Insurance
Parental Leave
$105k - $150k / year
‌
Remote Account Executive - $150k OTE (Financial Advisor SaaS)
CyberCoders
🌎 Remote
New
Remote
401(k)
PTO
$150k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - SD Financial Center
Bank of America
New York, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Englewood Palisades Financial Center
Bank of America
Englewood, NJ
Diversity Leader
Eco-Friendly
‌
Private Client Financial Advisor - White Plains, NY
Citizens
White Plains, NY
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Financial Advisor - Hybrid (Brooklyn, Queens, Long Island)
Citizens
New York, NY
Hybrid
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Midwood Financial Center
Bank of America
Brooklyn, NY
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Aid Advisor (Two Vacancies)
CUNY
New York, NY
New
Part-Time
Flexible Schedule
$51.8k - $57.5k / year
‌
Financial Aid Advisor – Multiple Positions (Office of Financial Aid, Division of Student Affairs)
CUNY
New York, NY
New
Part-Time
Flexible Schedule
$44.4k - $51.8k / year
‌
Senior Wealth Advisor SAFE Act - Forest Hills / Queens
Citigroup
New York, NY
Dental Insurance
$70k / year
‌
Financial Consultant Partner - Marlton, NJ
Charles Schwab
Leonia, NJ
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Wealth Management Specialist-NPD
Bank of America
Garden City, NY
Hourly
Diversity Leader
Eco-Friendly
$24 - $48.08 / hour
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
New
Remote
Diversity Leader
PTO
Education
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
New
Remote
‌
HYBRID- Accounting Associate/HNW Family office
Jobot
New York, NY
New
Hybrid
Hospitality
$60k - $85k / year
Job Description
Working as a Financial Advisor in New Rochelle, NY
There are 1,490 Financial Advisor opportunities available in New Rochelle, 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.
Similar Jobs to Financial Advisor
Financial Advisor jobs near New Rochelle, NY
Financial Advisors in New Rochelle, NY Resume Data
Average Experience for Financial Advisors in New Rochelle, NY
- More than 10 years: 52%
- 6-10 years: 28%
- 3-5 years: 15%
- 1-2 years: 3%
- Less than 1 year: 2%
Educational Background for Financial Advisors in New Rochelle, NY
- Bachelors: 58%
- Masters: 22%
- Diploma: 10%
- Associates: 7%
- Doctorate: 3%
Top Skill for Financial Advisors in New Rochelle, NY
- Customer focus & orientation: 20%
- Sales skills: 17%
- Attention to detail: 12%
- Customer service: 10%
- Administrative assistant/receptionist: 9%
- Spreadsheets with Microsoft Excel: 9%
- Work style: Reliability: 8%
- Analyzing data: 5%
- Management & leadership skills: Planning & execution: 5%
- Verbal communication: 5%
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