Investment advisor jobs in New York, NYCreate job alerts

JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought...

JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought...

JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought...

JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought...

JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought...

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. 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 ...

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. 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 ...

Requirements: 7 years experience working as an Investment Advisor or External Wholesaler or similar role & a strong track record of success in sales and bringing in new investment assets to the firm. The firm receives prequalified responses from interested investors who are willing to have a dis

... financial markets, products, services and processes. * Broker-Dealer, Investment Advisor or Banking compliance, supervision, or regulatory experience a plus. * Ability to work with varying levels of ...

On a daily basis, you will have between 10-20 pre-scheduled phone calls where you will provide ... no prior knowledge required * Series 65 license from FINRA Measurements of Success: * Hit the ...

Our client, a global asset manager with over $1 Trillion AUM, has asked us to find them a highly qualified, registered/alternative investments paralegal with 5-7 years of experience with a registered investment advisor or major law firm. You must have strong experience with registered funds a...

A boutique Private Investment Management Company focused on creating long-term value through strategic investments in real estate, community-driven initiatives, and women’s sports is seeking a new Full-Time / Permanent Executive Assistant to support the President. This person will ensure smooth o...

Our client, a leading Global Private Equity firm is seeking an Executive Assistant to support a team of Managing Directors as well as high level executives. This is a fabulous opportunity, an add to staff (barely any turnover), a hybrid schedule and a fast hire! Candidates should have a minimum o...

Our client, a leading global investment firm is seeking an Executive Assistant with financial services experience to support their Global Head of Acquisitions. This is a very reputable company and looking for someone to work in this Midtown NYC office 5 days week. This candidate must also have GL...

Company Overview ___ is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 7,...

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role...

Role: Executive Director: Financial Crimes Governance Location: New York, NY (Hybrid) About the Firm: A globally recognized financial institution, this firm delivers investment banking, asset management, and wealth management services to corporate, government, and individual clients. Wit...

Oliver Wyman is a global leader in management consulting. With offices in 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Over 7,000 professionals help clients optimi...

Who we are: AU10TIX, an identity management company headquartered in Israel, leverages cutting-edge machine learning and computer vision to define how companies and customers confidently connect. From identity document verification to biometric authentication, liveness detection, electronic iden...

About the Role This role reports to the Managing Director and head of our Sponsor Coverage Team and is critical to expanding our market share with clients and prospective clients in our New York City metropolitan market. The individual must live in New York City. Essential Functions and Prim...

About Masterworks Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introduc...

*Location*: 575 Lexington Ave. New York, NY 10022 (5 days on-site, no hybrid/remote) *This is a full time role. No internship, contract, or part-time work.* About Us: Autopilot is a cutting-edge trading app and registered investment advisor (RIA), revolutionizing how people invest and trade...

COMPANY DESCRIPTION: Our client is a newly formed, well capitalized multi-family office with headquarters in NYC. Employees of this firm work in the office 3 days per week on average. JOB DESCRIPTION: Our client is seeking an experienced and detail-oriented Client Advisor to take primary da...

About Masterworks Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing...

About the ANA The ANA’s (Association of National Advertisers) mission is to drive growth for marketing professionals, brands and businesses, the industry and humanity. Founded in 1910, the ANA provides leadership that advances marketing excellence and shapes the future of the industry. Our membe...

Job Title: E-Communications Compliance Surveillance Analyst Department: Legal & Compliance Role Overview: The Legal & Compliance Department ensures ethical practices, upholds the company's reputation, and fosters a compliance-oriented culture. As an Analyst, you will work within the electr...

Director of Strategic Finance ABOUT US We are a NYC based private equity-backed fast growing healthcare services company. We are on a mission to transform home care with compassion, innovation, and a people-first approach. We’re looking for driven, dynamic teammates to help take us to t...

About the Company ___ is a fast-growing digital media company covering business, finance, economics, and investing. Our team of career journalists covers the events and forces shaping the global business climate with a passion for peeling back the layers of market-moving stories. Across our suit...

Your Mission As an Enterprise Account Executive at Parloa Inc, a leading company in the field of conversational AI, you will play a crucial role in winning the North American market. Your mission is to spearhead new logos in new industries and contribute to the team's strategy and thought leade...

Company Summary In 2024, EQ Office ("EQ") and ShopCore Properties ("ShopCore") merged to create a best-in-class, diversified real estate operating platform focused on office and retail assets. As a Blackstone operating company, the combined organization supports a team of over 200 office and ret...

Financial Solutions Advisor Stage II - Consumer Investments - North Brooklyn Market. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a fina...

Headquartered in New York, we maintain offices around the world. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as f...

Financial Solutions Advisor - Consumer Investments - Greater Queens NY Market. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial ...

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial liv

The Transitional Financial Advisor (TFA) role is a three-year program for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage their experience to service the unique and complex needs of...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of cl...

Job DescriptionAbout Healthcare Shares We are a Healthcare Venture Capital fund focused on investing in social impact healthcare startups.We seek a Registered Nurse Advisor to provide clinical expertise, strategic insights, and guidance on evaluating healthcare investments. As a Registered Nurse...

Job DescriptionAbout Us We are a Healthcare Venture Capital fund focused on investing in social impact healthcare startups. Our mission is to support and scale companies that drive meaningful improvements in patient care, surgical outcomes, and the overall healthcare ecosystem. Role Overview We a...

Job DescriptionOur mission: to eliminate every barrier to mental health. At Spring Health, we're on a mission to revolutionize mental healthcare by removing every barrier that prevents people from getting the help they need, when they need it. Our clinically validated technology, Precision Menta...

Job DescriptionAbout Healthcare Shares We are a Healthcare Venture Capital fund focused on investing in social impact healthcare startups.We seek a Family Nurse Practitioner Advisor to provide clinical expertise, strategic insights, and guidance on evaluating healthcare investments. As a Family ...

Job Description Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. About the Firm: - Transforms advisors into fintech entrepreneurs. - Emphasizes automation and efficiency to enhance client interactions. - Grows by acquiring and ...

Job Description The Senior Customer Success Manager is responsible for ensuring the success of a portfolio that includes some of Vimeo's largest customers. As Success Managers, we bring Vimeo's innovations and capabilities to customers and match them to our customers' business goals, driving grea...

Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and w...

Job DescriptionSalary: Who We Are At StellarAlgo we are inspired and united around innovating the future of fan experiences. We are brought together by the belief that accessible and actionable data inspires the personalized and authentic experiences that create lifelong fans. Through a combi...

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw ins...

Job Description About Nayya Founded in 2019, Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth. Powered by AI and advanced analytics, Nayya's platform transforms complex benefits experiences into intuitive, seamless, and ongoing i...

Job DescriptionVP Change & Solutions Americas Member of the Internal Strategy and transformation team within an international investment bank Responsibilities: - Support and advise Executive Management around the globe on high-level strategic projects - Projects range from pure design and de...

About Masterworks Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing ...