Financial Representative
$60K - $70K/yr
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on ...
$60K - $70K/yr
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on ...
$60K - $70K/yr
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
Quick apply
Apply Early
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
Apply Early
White Plains, NY · On-site
$50K - $70K/yr
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our ...
White Plains, NY · On-site
$50K - $70K/yr
Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Quick apply
Apply Early
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Apply Early
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Fairfield, NJ · On-site
$75K - $250K/yr
At CREATIVE Financial Group, we provide the support you need to achieve your long-term goals for profit and growth. Our resource teams work with you to overcome the daily challenges business owners ...
Quick apply
Apply Early
Fairfield, NJ · On-site
$75K - $250K/yr
At CREATIVE Financial Group, we provide the support you need to achieve your long-term goals for profit and growth. Our resource teams work with you to overcome the daily challenges business owners ...
Apply Early
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Quick apply
Apply Early
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
Apply Early
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach ...
White Plains, NY · On-site
$130K - $160K/yr
We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and ...
White Plains, NY · On-site
$130K - $160K/yr
We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and ...
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training ...
$55K - $66K/yr
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 ...
$55K - $66K/yr
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 ...
New York, NY · On-site
$55K - $66K/yr
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 ...
New York, NY · On-site
$55K - $66K/yr
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 ...
$130K - $160K/yr
We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and ...
$130K - $160K/yr
We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and ...
New York, NY · On-site
We are searching for a Lead Financial Analyst, you will have the opportunity to assist in setting up expectations for management, deliver timely financial information including results, forecasting ...
New York, NY · On-site
We are searching for a Lead Financial Analyst, you will have the opportunity to assist in setting up expectations for management, deliver timely financial information including results, forecasting ...
$31.9K - $39.6K
6% of jobs
$45.2K is the 25th percentile. Wages below this are outliers.
$39.6K - $47.2K
25% of jobs
$47.2K - $54.9K
13% of jobs
The median wage is $62K / yr.
$54.9K - $62.6K
6% of jobs
$62.6K - $70.3K
4% of jobs
$70.3K - $78K
12% of jobs
$78K - $85.6K
6% of jobs
$88.5K is the 75th percentile. Wages above this are outliers.
$85.6K - $93.3K
6% of jobs
$93.3K - $101K
8% of jobs
$101K - $108.7K
7% of jobs
$108.7K - $116.4K
5% of jobs
$31.9K
$72.5K
$116.4K
| Aspect | Financial | Bookkeeper |
|---|---|---|
| Certifications | Often requires CPA, CFA, or similar | Typically no formal certifications required |
| Work Environment | Corporate finance departments, accounting firms | Small businesses, accounting offices |
| Primary Responsibilities | Financial analysis, planning, reporting | Recording transactions, maintaining ledgers |
| Employer & Industry Usage | Finance departments, investment firms | Small to medium businesses, accounting services |
Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.
$60K - $70K/yr
Part-time
Retirement
Posted 4 days ago
Help individuals, families, and business owners develop personalized financial strategies.
Sit down with clients to discuss their financial goals and create a plan to achieve them using financial products and services.
Educate clients about financial solutions including retirement planning, wealth accumulation, college planning, investments, and insurance.
We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Employment Type: PART_TIME