53 Mortgage Advisor jobs in Nanuet

Join to apply for the Financial Advisor role at Lenox Advisors

1 week ago Be among the first 25 applicants

Join to apply for the Financial Advisor role at Lenox Advisors

Direct message the job poster from Lenox Advisors

If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life and that of everyone you touch.

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.

Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families.

We are professional fiduciaries with an entrepreneurial spirit.

For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, childrens college education, etc.

You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you:

The Lenox brand represents a caring, creative, and passionate family of professionals.

Its important that your values align to ours trust, teamwork and accountability.

Make an impact on peoples lives, and the communities you care for by providing paths to financial stability and peace of mind.

Follow a well-defined career path that integrates education with mentorship and teaming opportunities.

Transparency, honesty, and clarity as the fundamental ingredients of partnership.

A culture of innovation that embraces growth and the changes that come with it.

Flexibility to design the life you want, backed by the security of a large, established company like ours.

How will you build your practice?

You willEstablish networks and cultivate referrals

Develop and maintain long-term relationships with clients

Provide financial solutions through fact gathering and needs analysis

Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Who do you need to be?

A strong relationship-builder who takes a client-first approach

A proven networker and marketer (alt: connector of people)

• A dedicated worker: independent, self-motivated and goal oriented

• Seniority level Associate

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Lenox Advisors by 2x

Medical insurance

Vision insurance

Disability insurance

Get notified when a new job is posted.

Stamford, CT $60,000.00-$50,000.00 6 days ago

Norwalk, CT 80,000.00- 120,000.00 4 weeks ago

Stamford, CT 61,000.00- 250,000.00 1 week ago

Smithtown, NY 30,000.00- 60,000.00 2 days ago

Fairfield County, CT 82,000.00- 115,000.00 1 week ago

Stamford, CT 115,000.00- 200,000.00 2 days ago

Fairfield County, CT 70,000.00- 250,000.00 6 days ago

Westport, CT 67,000.00- 98,000.00 1 week ago

Greenwich, CT 105,000.00- 250,000.00 2 weeks ago

Fairfield County, CT 110,000.00- 130,000.00 20 hours ago

Danbury, CT 75,000.00- 130,000.00 2 weeks ago

Stamford, CT 105,000.00- 250,000.00 1 week ago

Melville, NY 24,000.00- 135,000.00 1 month ago

Melville, NY 100,000.00- 300,000.00 5 months ago

White Plains, NY 80,000.00- 126,000.00 6 days ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination.

As a Financial Services Professional you will be building a business that could help change people's lives for the better.

How will you grow your business?

1. Establish networks and cultivate referrals
2. Develop and maintain long-term relationships with clients
3. Provide financial solutions through fact gathering and needs analyses
4. Broaden and deepen your skillset through ongoing professional development and joint work

Who do you need to be to succeed?

• A strong relationship builder with a focus on putting people first
• A connector of people
• A dedicated worker: independent, self-motivated and goal oriented

We will help you by providing.

• Leadership support, business advice and guidance
• Lots of opportunities for collaboration and mentorship
• Cutting edge technologies that make doing business much easier
• A team-based environment that sees collaboration as key to success

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

• Bachelor's degree in Finance or related field
• 0 - 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!

We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Key Responsibilities

•Attend and engage in coaching and training led by the leadership team and established advisors.

•Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.

•Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.

•Schedule and conduct financial planning and advice meetings with clients and client prospects.

•Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.

•Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.

•Build a book of business as a stand-alone Ameriprise Financial advisor.

•If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.

•Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.

Required Qualifications

•3+ years of work experience with a proven track record of success.

•Have a network of personal and professional contacts within the local area that you may engage for referrals.

•Showcase a background in building strong relationships and delivering superior client service.

•Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.

•Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.

•Ability to obtain required licenses within 150 days of hire:

o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)

o State Securities (Series 63 or Series 66)

o State IAR (Series 65 or Series 66)

o State Life, Health Insurance and Variable Products lines

Preferred Qualifications

•Four-year college degree, or equivalent

•Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.

•Willingness and desire to be part of a coaching relationship and peer learning environment.

•Proven track record of continued success in all industries and careers including, but not limited to: •Accountants •Attorneys •Bankers •CERTIFIED FINANCIAL PLANNER™ professionals* •Community leaders •Consultants •Entrepreneurs •Fundraisers •Insurance agents •Military personnel •Professional athletes •Real estate agents and developers •Risk managers •Sales and marketing professionals •Teachers and educators

About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The estimated base salary for this role is $0,300 - 60,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!

We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools

Traphagen CPAs & Wealth Advisors is a growing CPA firm located in Oradell, NJ seeking a Financial Advisor to join our award-winning team. This position is within the wealth management division of the firm.

We value our associates and are committed to providing an inclusive, productive, and collaborative work environment. This is a full-time hybrid role, with flexibility for remote work.

We offer competitive salaries, bonuses, and benefits commensurate with experience.

• Investment management

• Bachelor's degree in Finance, Economics, or related field
• Financial Planning and Retirement Planning skills
• Finance and Investments expertise
• Experience in providing Financial Advisory services
• Certifications such as CFP, CFA, or CPA are a plus
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities

As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Services Professional, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom.

As a Financial Services Professional you will be building a business that could help change people's lives for the better.

How will you grow your business? You will.

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients
• Provide financial solutions through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development
• and joint work

• A strong relationship builder with a focus on putting people first
• A connector of people
• A dedicated worker: independent, self-motivated and goal oriented

• Leadership support, business advice and guidance
• Lots of opportunities for collaboration and mentorship
• Cutting edge technologies that make doing business much easier
• A team-based environment that sees collaboration as key to success

• Bachelor's degree in Finance or related field
• 0 - 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

Becoming a Financial Advisor

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis

Northwestern Mutuals proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe theres more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every clients unique needs
• Manage your clients financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, youll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

• Performance-based earnings and revenue:
  • Average advisor annual earnings of $61K-$19K (based on 2018-2023 company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of 137K- 250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more
• Certified Financial Planner licensing support
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

You could be right for this opportunity if you have:

• Bachelors degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

USD 61,000.00 - USD 250,000.00 /Yr.

• Assist the Financial Advisor during client meetings and with follow-up
  
  • Take meeting notes and promptly enter into CRM
  • Present financial advice or plan to client with the Financial Advisor
  • Meet with client to obtain additional planning information or to clarify/confirm information provided
• Analyze client's investments, insurance policies, and financial plan
• Place trades and oversee/manage tasks completed by the client service team

• Systematize the review process utilizing the CRM system
• Gather data for client reviews and review client files for additional sales opportunities
• Create reviews utilizing the Wealth Enhancement Group review system

• Analyze a client's financial data in light of their financial goals
• Meet or call clients to obtain any additional planning information or clarify/confirm information provided
• Prepare client information to present to the Roundtable, if required
• Work effectively and professionally with the Financial Planning department, if required

• 4-year degree required; business, finance, economics preferred
• 2+ years of experience within the wealth management industry
• Advanced designation preferred (CFP)
• Able to prepare client reviews and assist in meetings with senior advisors
• Possesses excellent analytical, organizational, and communication skills (both oral & written)
• Able to manage multiple projects at once

• Training and professional development
• Medical, dental and vision coverage (Available to employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance - employer paid and voluntary options
• Short-term and long-term disability, workers compensation - employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

• Facilitate the financial planning process
• Discover a prospect or client's values, goals and objectives
• Understand their current financial situation
• Engage them in the financial planning process
• Prepare and conduct annual reviews, including both planning and investment topics
• Ensures on going client support and communication

• Proactively follow up with clients who have not implemented financial plan
• Close leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities within your network
• Drive referrals from existing clients

• Educate on the Wealth Enhancement Group planning process
• Educate on the overall financial planning matters

• Requires a 4-year degree; business, finance, economics preferred
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 7, 66 (BD/RIA)
• Series 65 (RIA Only)
• Insurance Licenses
• Substantial experience within the wealth management industry
• Ability to source and convert prospects to clients and provide high-level planning-oriented service
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Engagement in WEG, broader community and active participation in financial planning community

• Training and professional development
• Medical, dental and vision coverage (Available to employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance - employer paid and voluntary options
• Short-term and long-term disability, workers compensation - employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)