Financial advisor jobs in Port Chester, NYCreate job alerts

The Associate Advisor serves as an integral part of our team. This great communicator, influencer ... Attend meetings held by the Senior Financial Advisors with clients; conduct solo meetings with ...

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Stamford. To view other open roles, visit jobs.lead-advisor.com The role of the Financial ...

Your Role As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and ...

Equitable Advisors is a respected wealth management firm with a proven track record in the industry ... Our peopleOur Financial Professionals come from a variety of backgrounds including recent college ...

The selected Renewable Energy Advisor will be supporting NYPA's Renewable Energy initiatives by providing strategic guidance, financial analysis, and commercialization solutions to the organization

Cultivate and expand relationships with real estate professionals, financial advisors, and potential clients * Identify and pursue business opportunities within the commercial real estate market

POSITION OVERVIEW As a Jr. Sales and Marketing Associate you will play a crucial role in growing our client base, working with pensions, foundations, family offices and financial advisors throughout ...

Acquisition Advisor Reports to: Director of Acquisitions About - Symphony Towers Infrastructure ... financial services. * Knowledge of commercial leasing. * Experience working with Salesforce or ...

... financial advisors to ensure all aspects of the client's estate plan are well-coordinated. 7. Participate in business development activities to expand the firm's trusts and estates practice

The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will ...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Financial Representative/Financial Advisor - When the time is right, expand your career into wealth management. Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63 ...

Company Description Jackson, Grant Investment Advisers, Inc. focuses on serving high net worth ... Experience in the financial industry, law, or publishing is a plus * Bachelor's degree in Business ...

Key responsibilities include assisting the advisor with administrative support, scheduling, and collaboration with internal departments. It also involves the day to day Compliance Operations for the ...

Advise Legal and Investment teams on capital solutions transactions, including secured loans, asset-backed lending, acquisition financing, and mezzanine facilities across industries such as energy ...

Minimum 2-5 years of administrative experience, ideally in finance * Bachelor's degree strongly ... an advisor for your career advancement. Solomon Page has an extensive network of established ...

Are you ready to control your financial future with unlimited upside earnings potential? * Do you ... You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners ...

... tax advisors, and financial planners to develop comprehensive charitable planning strategies for clients. 5. Keeping up-to-date with the latest developments in charitable planning law and tax ...

... is a financial services firm focused capital raising for aviation and other asset intensive ... advisor with respect to its fund business. Workplace Environment . People who do well at the ...

Ensure accurate and timely preparation of financial statements, investor reports, and other fund ... Manage relationships with investors, auditors, and tax advisors to ensure seamless fund operations ...

... finance team, investors, legal etc. on all compliance matters * Draft & implement compliance ... advisor/private equity firm * JD preferred 43094

Protect the financial performance of the strategic business unit by identifying potential supply chain issues. * Advise sales and marketing of variances between existing forecasts, plans and actuals

Advise clients on tax-efficient strategies, working alongside their legal and financial teams. * Leadership & Mentorship: Lead and mentor junior staff, ensuring quality work and professional growth

Seeking an experienced financial analyst for a full-time, in-person investment banking/PE role at a highly-successful boutique investment banking and PE firm in expansion mode in Greenwich ...

... Finance team, including overseeing Cash Management, Banking relationships and forecasting ... Interact with Senior Management and third parties (Auditors, Tax Advisors, third-party owners) in ...

... the financial, legal, medical, and real estate industries. As part of our team, you'll play a ... trusted advisors to our clients -- as opposed to being 'just another technology vendor

... financial agreements. Please be advised that this does not include all aspects of this position such as potential duties assigned by supervisors and requirements for flexibility. SPECIFIC ...

Qualifications: * 5+ years of relevant admin experience; background in financial services - preferred * International travel/experience with visas - MUST * Investor Relations/Roadshow experience ...

Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with fi...

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.

As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investm...

As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investm...

Assist Senior Financial Advisors with data collection and input into financial planning software. Work together to transfer existing clients, freeing up the Senior Financial Advisors to continue to drive growth and direction of the firm. Build and maintain client relationships in partnership with...

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. Whether you've got years of banking experience or are just starting your career in fin...

As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investm...

Are you looking to Optimize your life? Start your exciting path to a rewarding career today! .We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore – it's...

We are looking to hire a dynamic investment advisor with financial planning experience. In sum, we want advisors/fiduciaries who are passionate about serving their clients and growing their book by working with various subject matter experts within our community of advisors and growth partners. M...

Are you looking to Optimize your life? Start your exciting path to a rewarding career today! .We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic professionals to join our team! We understand that connectivity isn't just a luxury anymore – it's...

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

Customer Service Representative.This is a part-time remote role for a Customer Service Representative at Digipulse Media Solutions.The Customer Service Representative will be responsible for handling customer inquiries, resolving issues, and ensuring customer satisfaction.They will also provide s...

Lead all company financial transactions and general accounting activities always keeping accurate governance, risk management, and compliance front of mind. Lead to completion the annual consolidated management company audit, prepare quarterly unaudited consolidated financials. Become a subject m...

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Merrills Financial Advisors and Wealth Management Client Associates hel...

We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. The ideal candidate will have...

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. With a n...

Data AnalystJob Number: 25-03425 Want to be part of the Energy Industry? ECLARO is looking for a Data Analyst for our client in White Plains, NY.ECLARO's Client is America's largest state power organization and is a national leader in energy efficiency and clean energy technology.If you’re up to ...

The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc. TD ...

Data AnalystJob Number: 25-03425 Want to be part of the Energy Industry? ECLARO is looking for a Data Analyst for our client in White Plains, NY.ECLARO's Client is America's largest state power organization and is a national leader in energy efficiency and clean energy technology.If you’re up to ...

Office Assistant / Remote] - Anywhere in U.Competitive pay / Benefits (Medical-Dental-Vision-Disability-401k) / Generous time off - As an HR Administrative Assistant you'll: Answer and direct departmental emails and phone calls; Process required paperwork for employee transfers, changes in job cl...