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Financial Advisor jobs

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    • Assess clients' financial situations and provide tailored recommendations on investment opportunities, retirement planning, tax strategies, and insurance…
    • Conduct thorough financial assessments to understand clients' current financial situations and future goals.
    • Strong knowledge of asset management, tax planning,…
    • We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy.
    • 401(k) Plan / Pension Plan.
    • Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer a comprehensive array of financial products and services to…
    • Developing skills and best practices to be a successful financial advisor.
    • Skills acquired in these fields transition well into the financial advisor role.
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    • In this role, you will analyze clients’ financial situations, develop comprehensive financial plans, and recommend suitable investment and wealth management…
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    • Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information…
    • Strong interest in financial planning, investments, and long-term career growth as an advisor.
    • Assist advisors with financial planning projects, including…

  • Wealth management positions

    • Wealth Advisor, Schwab Wealth Advisory

      Charles Schwab
      Hybrid work in San Francisco, CA 94102
      • $120,000 - $168,000 a year
      • Tuition reimbursement
      • Paid parental leave
      • Employee stock purchase plan
      • Parental leave
      • Health insurance
      • 401(k) matching

    • Financial Advisor

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      Often replies in 4 days
      Disbennett Wealth Management Group
      Carroll, OH 43112
      • $50,000 - $70,000 a year
      • Full-time
      • 42.5 hours per week
      • Monday to Friday
      • 401(k)
      • Health insurance
      • 401(k) matching
      • Paid time off
      • Profit sharing

    • Financial Planner - Virginia

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      New
      Sentinel Asset Management LLC
      Falls Church, VA 22044
      • Up to $250,000 a year
      • Full-time
      • Monday to Friday
      • 401(k) 4% Match
      • 401(k) matching
      • Relocation assistance
    • Prepare daily folders, abbreviated notes, and financial models for weekly advisor appointments.
    • This position is ideal for someone seeking a long-term home in…
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    • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations.
    • Location: In-office presence required.

  • Financial consulting roles

    • Financial Analyst

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      Pegasus Residential, LLC
      Alpharetta, GA 30022
      • Full-time
      • Tuition reimbursement
      • 401(k)
      • Health insurance
      • 401(k) matching
      • Paid time off
      • Vision insurance

    • Financial Analyst

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      Vaco by Highspring
      Atlanta, GA 30328
      • $90,000 - $110,000 a year
      • 401(k)
      • Health insurance
      • Vision insurance
      • Dental insurance

    • FP&A Analyst

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      Tulkoff Food Products, Inc.
      Baltimore, MD 21224
      • $70,000 - $85,000 a year
      • Full-time
      • 401(k)
      • Health insurance
      • 401(k) matching
      • Paid time off
      • Vision insurance
      • Dental insurance
    • 3+ years of experience as a licensed financial advisor, planner, or insurance producer.
    • Deliver comprehensive financial plans including retirement, income, tax…
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    • Skills acquired in these fields transition well into the financial advisor role.
    • Only individuals who are financial advisors are credentialed to provide…

  • Investment planning opportunities

    • Portfolio Manager (Fiduciary Advisor) - 110-150K (Total Compensation Base/Bonus)

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      Trajan Wealth
      Scottsdale, AZ 85255
      • $110,000 - $150,000 a year
      • Full-time
      • Health insurance
      • 401(k) matching
      • Paid time off
      • Dental insurance
      • Relocation assistance
      • Life insurance

    • Fast Track to Management

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      Often replies in 3 days
      New York Life - Seattle General Office
      Hybrid work in Seattle, WA 98101
      • $100,000 - $150,000 a year
      • Full-time
      • Tuition reimbursement
      • Parental leave
      • 401(k)
      • Health insurance
      • 401(k) matching
      • Vision insurance

    • Financial Advisor (Training Provided)

      Easily apply
      Often replies in 1 day
      Northwestern Mutual
      Hybrid work in Janesville, WI 53546
      • $70,000 - $120,000 a year
      • Full-time
      • Referral program
      • Professional development assistance
      • Tuition reimbursement
      • Financial planning services
      • Parental leave
      • 401(k)
    • Skills acquired in these fields transition well into the financial advisor role.
    • Only individuals who are financial advisors are credentialed to provide…
    • When you begin with New York Life as a financial advisor, your income will be commission-based.
    • Firsthand experience as a financial Advisor:*.
    • Develop trusted advisory relationships with credit union members through holistic financial planning and investment management.
    • Generous vacation and sick pay.
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Job Post Details

Bilingual Chinese Financial Advisor - job post

New York Life
3.6 out of 5 stars
136-20 38th Avenue, Flushing, NY 11354
$100,000 - $200,000 a year - Full-time
Responded to 75% or more applications in the past 30 days, typically within 1 day.

Profile insights

Find out how your skills align with the job description

Skills

Do you have experience in Financial services?

Languages

Do you know Chinese?

Job details

Pay

  • $100,000 - $200,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Work setting

  • Office
  • In-person

Benefits

Pulled from the full job description

  • 401(k)
  • Health insurance
  • Vision insurance
  • Dental insurance
  • Life insurance

Full job description

New York Life flushing office now seeking for new financial advisor. We’re looking for the individual who could be enthusiasm and building comfort relationships our clients, be position in our team, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. You’ll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

The branch-based New York Life Advance Market Financial Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Use your professional financial knowledge to communicate with our customers and build a perfect framework to achieve entrepreneurial and competitive financial services in New York City.

Job benefits

While working with our team you will join the most top financial team, Comprehensive compensation that includes a training allowance, monthly incentives based on revenues and an expense allowance award annually. We also got the extra bonus and additional benefit plans for our employee.

Desired Skills and Experience

· Engage with clients to gain a thorough understanding of their financial goals, risk tolerance, and investment preferences.

· Assess clients' financial situations and provide tailored recommendations on investment opportunities, retirement planning, tax strategies, and insurance options.

· Conduct thorough market research and analysis to identify potential investment opportunities and trends.

Salary: $80,000.00 to $200,000.00 /year

Job Types: Full-time, Part-time

Workplace: New York Life Flushing office (On-site)

* We only accept candidates who are green card holders or U.S citizen.

Job Type: Full-time

Pay: $100,000.00 - $200,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Vision insurance

Application Question(s):

  • Are you a U.S. citizen or green holder?

Language:

  • Chinese (Preferred)

Work Location: In person

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