- Thrivent Financial (New York, NY)
- …securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are ... of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance , banking and generosity.… more
- Santander US (Staten Island, NY)
- …investment/ insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor ... Financial Advisor - Centralized, Staten Island, NY Country:...the client. **Essential** **Functions/Responsibilities:** + Identifies and pursues new sales prospects within existing or untapped markets. + Gathers… more
- NBT Bank (Fairport, NY)
- …Degree or equivalent education and experience + Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge ... $210,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals… more
- Santander US (Queens, NY)
- …insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications from ... Financial Advisor - Centralized, Whitestone, NY Country: United...* Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly… more
- Grant Thornton (Melville, NY)
- As a Business Valuations/Complex Financial Instruments Managing Director, you'll perform professional business and complex instrument valuations such as equity ... capital structures, and contingent claims, utilizing advanced statistical and financial concepts such as stochastic processes, Monte Carlo simulations, binomial… more
- Edward Jones (Sunnyside, NY)
- …be there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top ... experience within the securities/ financial services industry + Financial services and/or sales experience + ...period. + FINRA registrations required within three months. State insurance licenses will be required. + As an associate,… more
- M&T Bank (Rochester, NY)
- …customers to support achievement of annual branch sales goals. Once licensed , the position must maintain Insurance licensing minimum expectations as outlined ... utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals. Identify financial needs of customers and present all… more
- Wells Fargo (Commack, NY)
- …+ State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience handling complex ... role you will:** + Employees who are not fully licensed at the time of hire will participate in...Advise customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and… more
- Wells Fargo (New York, NY)
- …looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering ... in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top...role you will:** + Employees who are not fully licensed at the time of hire will participate in… more
- KeyBank (Brewster, NY)
- …$50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable ... + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and… more