Financial advisor assistant jobs in New York, NYCreate job alerts

We are looking for a sharp, organized, reliable, motivated professional with superior attention to detail to be a Client Relations Assistant. The Client Relations Assistant works in a team-oriented environment to deliver a seamless and integrated approach to client service for the Firm. The ideal...

A dynamic NYC Real Estate Investment Company is seeking a new Full-Time/Permanent Office Manager/Executive Assistant to join their growing team! This person’s time will be divided between executive, administrative, and operational responsibilities with help from the other administrative assistant...

Job DescriptionBenefits: - 401(k) - Competitive salary - Health insurance - Opportunity for advancement - Paid time off ABOUT BERK TRADE SCHOOL Family Owned and Operated Trade School since 1945 is looking for an Admission Advisor When you join us you will be part of a vibrant and winning t...

Job Description Founded by the Sisters of Charity of New York, the University of Mount Saint Vincent is an academically excellent, authentically inclusive, Catholic and ecumenical liberal arts university. The University combines a strong core curriculum with a full array of majors in the liberal ...

Job Description Assistant Controller My client is a Registered Investment Advisor (RIA) that manages multiple funds and has in excess of $3B in AUM. The various funds invest in quite a diversified portfolio of securities, including public and private equity, private lending, corporate bonds, fut...

Job Description Founded by the Sisters of Charity of New York, the University of Mount Saint Vincent is an academically excellent, authentically inclusive, Catholic and ecumenical liberal arts university. The University combines a strong core curriculum with a full array of majors in the liberal ...

Job Description Brooklyn Heights Montessori School (BHMS) offers a challenging and comprehensive curriculum built on the philosophy of Maria Montessori to children aged two years through eighth grade. Students work and learn in mixed-age classes led by teaching teams of thoughtful and well-traine...

This position will report to the Controller and be based in New York City. The Assistant Controller will focus specifically on the financial reporting for various real estate credit investment vehicles managed by Related Fund Management, an SEC registered investment Advisor with approximately $12...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

The Associate Financial Analyst will provide analytical, financial, and administrative support. Key Responsibilities: Analyze project and financial data Prepare and present financial reports and data Coordinate budget development and revisions Process payments and secure funding Attend project-re...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

The Associate Financial Analyst will provide analytical, financial, and administrative support. Key Responsibilities: Analyze project and financial data Prepare and present financial reports and data Coordinate budget development and revisions Process payments and secure funding Attend project-re...

The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering perso...

The Associate Financial Analyst will provide analytical, financial, and administrative support. Key Responsibilities: Analyze project and financial data Prepare and present financial reports and data Coordinate budget development and revisions Process payments and secure funding Attend project-re...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Key Responsibilities: Analyze project and financial data Prepare and present financial reports and data Coordinate budget development and revisions Process payments and secure funding Attend project-related meetings Perform additional tasks as needed Qualifications: A master’s degree from an ac

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

One of our elite clients in New York City is seeking an experienced Associate Construction Project Manager to join their team.This role offers the opportunity to contribute to high-impact projects in a fast-paced, deadline-driven environment.The position will support Capital and Operating Project...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

The Associate Financial Analyst will provide analytical, financial, and administrative support. Key Responsibilities: Analyze project and financial data Prepare and present financial reports and data Coordinate budget development and revisions Process payments and secure funding Attend project-re...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Key Responsibilities: Analyze project and financial data Prepare and present financial reports and data Coordinate budget development and revisions Process payments and secure funding Attend project-related meetings Perform additional tasks as needed Qualifications: A master’s degree from an ac

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

The Associate Financial Analyst will provide analytical, financial, and administrative support. Key Responsibilities: Analyze project and financial data Prepare and present financial reports and data Coordinate budget development and revisions Process payments and secure funding Attend project-re...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Key Responsibilities: Analyze project and financial data Prepare and present financial reports and data Coordinate budget development and revisions Process payments and secure funding Attend project-related meetings Perform additional tasks as needed Qualifications: A master’s degree from an ac

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Key Responsibilities: Analyze project and financial data Prepare and present financial reports and data Coordinate budget development and revisions Process payments and secure funding Attend project-related meetings Perform additional tasks as needed Qualifications: A master’s degree from an ac

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

One of our elite clients in New York City is seeking an experienced Associate Construction Project Manager to join their team.This role offers the opportunity to contribute to high-impact projects in a fast-paced, deadline-driven environment.The position will support Capital and Operating Project...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

One of our elite clients in New York City is seeking an experienced Associate Construction Project Manager to join their team.This role offers the opportunity to contribute to high-impact projects in a fast-paced, deadline-driven environment.The position will support Capital and Operating Project...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Chelsea Fertility NYC, a boutique fertility practice in New York City, is looking for a Medical Front Desk Coordinator.This position is responsible for greeting and registering all patients and ensuring a smooth flow of patients.Answering and transferring all telephone calls efficiently and colle...

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

We have multiple clients looking for Receptionists/Office Assistants/ Event Assistants on a temporary day to day basis. Liaise with executive and senior administrative assistants to handle requests and queries from senior managers. Receptionist, Office Assistant or has worked hospitality.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

NYC 10013 or Santa Monica, CA 90404.Up to$100/hr on W2 depending on experience (no C2C or 1099 or sub-contract).GC, USC, All valid EADs except H1b.We are looking for an experienced and strategic.The ideal candidate is a hands-on data expert with a deep understanding of experimentation, user behav...

The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering perso...

Financial services firm is seeking a Finance Assistant to join their team. Collaborate to ensure meticulous recording and classification of financial transactions.

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

Our client is looking for an Administrative Assistant that will support a large team across two different verticals. They will have a no-task-too-small mentality and will be eager to work collaboratively with other administrative assistants on the team.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. Bachelor’s degree ~

Experience as an Administrative Assistant supporting executives in a complex environment, preferably in financial services, private sector or government. Job Title: AWM - WM Leadership Assistants - Administrative Assistant (Floater). Floating Administrative Assistant – Contingent Worker.

People who have done well with us in the past have had experience in admin, retail, fast food, cashier, administrative assistant, customer service, receptionist, grocery store clerk, server, landscaping, and in just about any field you can imagine.

Position: Executive Administrative Assistant. Prior experience in trading floor or financial services is a plus.

Strong business, financial, operations and technology acumen.

Our Client, a Global Investment Bank, is seeking an Administrative Assistant in their New York, NY location. The Administrative Assistant will provide high-level administrative support to the Head of Front Office, Head of Corporate Services Technology, and other designated IT executives. Provide ...