Wealth Management Specialist jobs in New York

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Experienced Associate Wealth Management Advisor
  • Anderson & Associates Wealth Management
  • Pittsford, NY FULL_TIME
  • Anderson & Associates Wealth Management is looking for a fulltime Associate Wealth Management Advisor to join our team in Pittsford, NY.

    Anderson & Associates Wealth Management- Northwestern Mutual is a boutique operation that services over 500 households and has over 170 million of AUM. We are looking to add a new member that holds our organization’s core values of integrity, family, education, and service to others.

    The main responsibilities of this role are conducting meetings with clients and prospective clients; developing and implementing financial plans; prospecting and lead generation to increase our book of business; maintaining accurate and timely case notes; and fielding client inquiries via email and telephone.

    Qualifications:

    • Bachelor’s degree
    • CLU®, ChFC®, and CFP® Certified Professional preferred
    • Special considerations given to candidate with 401k training, design, or implementation experience
    • Experience in customer service, preferably in the financial services and/or insurance industry
    • NYS Health and life licensed or gain licensing within 6 months of employment
    • FINRA Series 6 and 63 licensed or gain licensing within 6 months of employment, Series 7 preferred
    • Excellent oral and written communication skills
    • Familiarity with Microsoft applications and data entry
    • Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
    • Strong attention to detail with the ability to work with a high degree of accuracy
    • Ability to work both independently and on a team
    • Ability to maintain confidentiality

    Benefits:

    • Long-term disability insurance
    • Retirement plan with company match
    • Health Insurance
    • Paid time off and holidays
    • Professional development assistance

    Job Type: Full-time

    Pay: $70,000.00 - $100,000.00 per year

    Benefits:

    • Health insurance
    • Paid time off
    • Professional development assistance
    • Retirement plan

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Supplemental pay types:

    • Bonus opportunities

    Experience:

    • Financial Services: 5 years (Required)

    License/Certification:

    • Life Insurance OR FINRA Investment Licensing (Required)

    Work Location: In person

  • 1 Month Ago

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Wealth Management Fiduciary
  • Ever Green Wealth Management LLC
  • Victor, NY FULL_TIME
  • Are you interested in making an impact by helping those in your local community and beyond? At Ever Green Wealth Management, our focus is helping our clients live richer lives and are interested in br...
  • 1 Month Ago

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Financial Planning Specialist
  • Altfest Personal Wealth Management
  • New York, NY FULL_TIME
  • Altfest Personal Wealth Management, a leading independent wealth management firm, is seeking a Financial Planning Specialist to join our advanced planning team to help Financial Advisors formulate and...
  • 6 Days Ago

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Wealth Management Associate Advisor
  • Symmetry Wealth Advisory Group
  • Purchase, NY FULL_TIME
  • Job Description: Wealth Management Associate Advisor We are seeking a highly motivated and client-focused individual to join our wealth management firm as an Associate Advisor. As an Associate Advisor...
  • 8 Days Ago

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Wealth Management Compliance Specialist
  • PEAR Core Solutions, Inc.
  • New York, NY FULL_TIME
  • The CompanyEF Hutton is a fast-paced, high-growth, global investment bank founded by experienced investment professionals that have collectively financed over $250 billion for public and private compa...
  • 16 Days Ago

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Marketing Specialist (FT)
  • Strategies for Wealth
  • New York, NY FULL_TIME
  • Job Title: Marketing SpecialistJob Overview:We are seeking a dynamic and creative individual to join our financial planning firm as a Marketing Specialist. In this role, you will play a crucial part i...
  • 9 Days Ago

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Financial Professional - Houston
  • New York Life Insurance Company
  • Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-discip...
  • 3/28/2024 12:00:00 AM

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Procurement Specialist
  • Jefferies
  • New York, NY
  • Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. foc...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Prevail Strategies
  • Leawood, KS
  • Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
  • 3/28/2024 12:00:00 AM

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Lead Data Scientist
  • Nucleix Ltd.
  • San Diego, CA
  • About Nucleix: Nucleix is a leader in the field of next-generation sequencing and its application in medical diagnostics...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • New York, NY
  • Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York ...
  • 3/28/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/24/2024 12:00:00 AM

New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States. New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean. In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$79,347 to $126,753

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019