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We are seeking a Family Office Director to lead the establishment and ongoing management of a newly formed, first-generation family office based in Rye, NY. This is a unique opportunity to serve as the foundational hire, working closely with a closely held family to design, build, and operate a thoughtful, well-governed family office aligned with the family’s long-term objectives. The Director will act as a central integrator across the family’s financial, legal, and operational ecosystem, with a particular emphasis on financial oversight, reporting integrity, and coordination across external providers. This individual will partner with a network of advisors while implementing the infrastructure, processes, and controls necessary to support long-term stewardship. This role reports directly to the Board of Directors, including the family’s patriarch and matriarch, and requires a high degree of judgment, discretion, and ownership. Responsibilities: Family Office Development & Leadership · Lead the design and build-out of the family office, including structure, workflows, and operating model · Establish processes, controls, and documentation to support a well-governed and scalable infrastructure · Implement appropriate processes and internal controls across financial and operational activities · Serve as a trusted partner to the family, proactively identifying creative solutions to personal and business-related challenges Advisor Coordination & Oversight · Serve as the central integrator across the family’s advisory ecosystem, including tax advisors, estate attorneys, private banking partners, accounting/reporting providers, trustees, and investment managers · Ensure financial, tax, and investment reporting across providers is aligned, consistent, and clearly understood · Identify gaps, overlaps, or inefficiencies across advisors and recommend improvements · Work closely with trustees, money managers, and other advisors to support coordinated decision-making and execution Financial Oversight & Administration · Oversee and coordinate all financial reporting activities across the family’s accounts, entities, and investment structures, partnering with external providers to ensure accurate, timely, and high-quality deliverables · Review and interpret financial statements (balance sheets, income statements, cash flow statements), identifying key insights, discrepancies, and areas requiring follow-up · Support cash flow forecasting and liquidity planning, incorporating anticipated expenses, investments, and distributions · Oversee bill payment processes with a focus on accuracy, approvals, and appropriate controls (not day-to-day processing) Governance & Reporting · Support the preparation of Board of Directors materials, including financial summaries, reporting packages, and key business updates, with experience presenting to boards, preparing for meetings, and participating in board discussions · Help establish a regular cadence for communication, reporting, and decision-making · Ensure alignment across family members, trustees, and advisors through structured communication and documentation Charitable Foundation Oversight · Oversee financial administration for the family’s charitable foundation, including cash management, grant disbursements, and audit coordination · Coordinate with external advisors and administrators to ensure compliance with applicable regulations and reporting requirements · Support tracking and organization of grant activity, commitments, and related documentation Project Management & Infrastructure · Lead and coordinate projects on behalf of the family, primarily related to financial, operational, and administrative priorities · Anticipate needs and proactively address issues in a thoughtful and efficient manner · Evaluate and implement systems to support financial tracking, reporting, and document management · Establish organized, secure, and accessible data management practices across financial, legal, and operational records · Maintain comprehensive and well-organized records of financial transactions, entity documentation, and investment-related materials Qualifications: · Bachelor’s degree required; CPA or equivalent accounting expertise strongly preferred · Minimum of 10 years of experience within a family office, multi-family office, wealth management firm, or professional services environment, with experience supporting high-net-worth individuals and coordinating across multiple advisors · Strong foundation in accounting and financial oversight, with the ability to review, interpret, and synthesize complex financial information across multiple entities and providers · Demonstrated ability to operate in a dynamic, hands-on environment and manage a broad range of responsibilities with sound judgment · Proven experience building or improving processes, systems, and operational infrastructure, with a proactive, solutions-oriented mindset · Strong interpersonal and communication skills, with the ability to build trust and effectively engage with family members, trustees, and external advisors · High level of integrity, discretion, and professionalism in managing confidential and sensitive information · Technologically proficient, with experience leveraging systems and tools to enhance reporting, organization, and efficiency Job Type: Full Time, Hybrid (expected on average 3 days per week in-person); office located in Rye, NY Compensation: Annual compensation range of $250,000 - $300,000, based on experience and qualifications, with comprehensive benefits

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up

Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up

At least 2 years in a Financial Advisor role or equivalent financial services experience.

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Private Client Investment

At least 2 years in a Financial Advisor role or equivalent financial services experience.

PBG is responsible for developing, launching and managing innovative banking and lending services tailored for Wealth Management clients through its US Bank entities: Morgan Stanley Private Bank, National Association ("MSPBNA") and Morgan Stanley Bank, N. Morgan Stanley Wealth Management ("MSWM") is

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. This will be done with a consistent focus on relationship management, not portfolio management. Your expertise will support a wide range of clients, from th

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Job Description 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 growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time. About Us At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals. What You’ll Do • Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance, • Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track, • Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events, • Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations, • Prepare and implement financial planning recommendations and client deliverables, • Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products, • Respond to client inquiries and independently manage issue resolution with appropriate follow-up, • Support business development efforts, including client relationship management and marketing initiatives, • Collaborate with the advisor to execute practice growth and client engagement strategies, • Monitor industry trends, planning strategies, and regulatory changes to inform recommendations, • Ensure adherence to all compliance and regulatory requirements What We’re Looking For • Ability to obtain Series 7, Series 66, and within 6 months of hire, • Completion of CFP® coursework or a degree/minor in Financial Planning preferred, • Aspiration to grow into a lead advisor role and build a book of business, • Strong communication skills with the ability to simplify complex financial concepts, • Relationship-driven mindset with a strong commitment to client service, • High level of integrity and sound professional judgment, • Analytical thinking and problem-solving capabilities, • Strong organizational skills with the ability to manage multiple priorities, • Self-motivated with the ability to work independently, • Team-oriented and collaborative approach Compensation & Benefits • Compensation includes a base salary of $50,000 – $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing., • Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO, • Opportunities for professional development and career advancement, • Supportive, growth-oriented team environment Location • White Plains, NY (in-office role) Equal Opportunity Employer Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration 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. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.

Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

The Private Banker III serves as a trusted advisor to business owners and senior executives and works collaboratively with internal partners to provide customized lending, deposit, treasury management, and wealth management solutions consistent with Peapack Private Bank & Trust's relationship-driven

Align Morgan Stanley at Work with the Firm's broader private-markets strategyconnecting workplace clients and their executives to wealth management opportunities and expanding access to our reinvestment network. What You Can Expect From Morgan Stanley:. At Morgan Stanley, we raise, manage and alloca

WM Field Compliance is comprised of Regional Compliance Officers and Field Service Compliance, Compliance Conduct Risk, Private Wealth Management, International Wealth Management, and WM PBG Compliance. We're seeking someone to join our team as a Regional Compliance Officer in WM Field Compliance to

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Equal Opportunity Employer/Disability/Veterans The branch‑based Private Client Advisor offers comprehensive financial planning and advice to individuals a

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve, and grow. A philosophy that balances personal lifestyle, perspectives, and needs is an important part of our culture. The Morgan Stanley at Work COO team supports various business areas, including Global Public Equity, Global Private Markets, Executive Financial Services, and Retirement and Financial Wellness. We are seeing an experienced project manager to lead complex projects that advance strategic initiatives. The ideal candidate will have a strong project management background, excellent communication skills, and the ability to collaborate effectively with cross-functional teams. Key responsibilities include: • Coordinate day-to-day execution to support end-to-end delivery of multiple projects, ensuring alignment to business objectives, timelines, and dependencies., • Partner with business stakeholders to gather and define requirements, success criteria, and key dependencies, translating inputs into clear project deliverables, • Draft, maintain, and govern core project artifacts (e.g., scope, project plans/schedules, resource assumptions, and risk/issue logs) ensuring accuracy and traceability, • Produce senior management-ready communications, including presentations, dashboards, and status reports, highlighting progress, milestones, risk/issues, achievements and required decisions across the book of work., • Provide coordination and working-level guidance to project team members to enable effective collaboration, consistent communications, and continuous process improvement, • Demonstrate strong organizational skills and attention to detail, effectively prioritize work in a dynamic environment, and quickly learning/adapting to new tools and platforms. Qualifications: • Bachelor's degree required, • Minimum of 3-5 years of relevant industry experience, • Highly organized with strong attention to detail; able to prioritize and manage multiple workstreams in a fast-paced environment, • Self-starter who is highly motivated, intellectually curious, and solutions-oriented, with the ability to work independently while knowing when to escalate, • Demonstrated ability to learn new products, processes, and apply judgment to deliver outcomes aligned to business goals, • Strong written and verbal communication skills, with experience partnering across teams and engaging senior stakeholders, able to synthesize complex information into clear, actionable updates, • Highly proficient in Microsoft Office, Excel, and PowerPoint, • Strong communication and stakeholder management skills, including working with senior managers At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way that's differentiated and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between $85,000 and $135,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educ

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th