Wealth advisor jobs in New Rochelle, New YorkCreate job alerts

The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial t

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Your expertise will support a wide range of clien

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 leadership platform along wit

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment rega

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. As a Senior Wealth Advisor, you will partner closely with a d

Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Wealth Relationship Manager Safe Act - Bronx. Identify, build and deepen relationships to gain incremental wallet sh

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. Morgan Securities LLC (JPMS), a registered broker-dealer and investment a

Job Description Summary The role of the highly experienced Technical Consultant, Charles River Everywhere (CRE) is to lead workflow design and platform configuration within an advisor-driven wealth management environment. This role is responsible for end-to-end CRE user journey design, functional configuration, IBOR batch support, and API-driven integrations that enable front-, middle-, and back-office processes. The ideal candidate combines deep wealth management expertise with hands-on CRE configuration experience and a strong understanding of IBOR and system integrations. This individual will serve as a key liaison between business and technology stakeholders, driving alignment, execution, and production delivery. Responsibilities • Lead CRE Workflow Design: Oversee end-to-end user journey design for advisor-driven wealth management workflows, collaborating with business stakeholders to ensure alignment with business needs., • Configure CRE Functional Components: Configure CRE user workflows, navigation structures, role-based entitlements, layouts, and views; coordinate with Charles River teams to deploy updates into Production environments., • Manage IBOR Batch Processing: Configure and validate batch jobs required to support Charles River IBOR processes, ensuring accurate and timely data integrity., • Enable API-Driven Integrations: Configure and validate APIs supporting new accounts, updates, client restrictions, servicing requests (contributions, withdrawals, tax selling), portfolio transitions, and other CRE-enabled processes., • Facilitate Stakeholder Engagement: Lead team meetings and working sessions with business teams, ensuring clear communication, requirement alignment, and timely issue resolution. Qualifications • Wealth Management Expertise: Strong understanding of advisor-driven wealth management processes, workflows, and user journeys., • 6 yrs Charles River Configuration Skills: Hands-on experience configuring Charles River Everywhere, including workflows, entitlements, views, layouts, and navigation., • Integration & API Knowledge: Demonstrated ability to configure, validate, and troubleshoot API-driven interfaces supporting front-, middle-, and back-office needs., • IBOR Functional Understanding: Experience supporting or configuring Charles River IBOR batch jobs and related operational processes., • Stakeholder Leadership: Proven ability to lead cross-functional meetings, gather requirements, influence decisions, and manage expectations with business and technical partners. Location This role is responsible to go onsite to a local office for first week of orientation and then following, Remote in the US. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently. To be considered for this position, candidates must reside in one of the following U.S. states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, and Washington DC. Candidates residing outside these states are not eligible for consideration currently. We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate's experience, skills, education, work location, and internal equity. In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc. Estimated Compensation Range:$125,874—$152,848 USD FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms. FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. #formativgroupcareers #WorkWithUs Click here to view our Privacy Policy

Job Description Summary The role of the experienced Senior Technical Consultant, Charles River Everywhere (CRE) is to support the configuration and optimization of advisor workflows within a wealth management environment. This individual will play a key role in designing user journeys, enhancing advisor-facing processes, and aligning platform capabilities with business needs. The ideal candidate brings hands-on CRE configuration experience and a strong understanding of advisor-driven business operations. This role requires both technical proficiency and the ability to collaborate effectively with business and technology stakeholders. Responsibilities • Configure and customize Charles River Everywhere (CRE) to support wealth management operations and advisor workflows, • Design and optimize user journeys, navigation structures, layouts, and entitlement-based views, • Translate advisor and business requirements into scalable CRE configurations, • Partner with wealth management stakeholders to improve advisor-driven processes and platform usability, • Support workflow enhancements across portfolio management, trading, and related wealth processes, • Collaborate with technology teams to ensure system configurations align with broader platform architecture, • Provide guidance on best practices for CRE configuration and process optimization, • Assist with validation, testing, and implementation of configuration changes Qualifications • Demonstrated experience within wealth management environments, particularly supporting advisor-driven business processes, • 8 yrs Hands-on experience configuring Charles River Everywhere, including:, • User workflows, • Navigation structures, • Entitlement-based views and layouts, • Strong understanding of advisor workflows and wealth management operational processes, • Ability to communicate effectively with both business users and technical stakeholders, • Strong analytical and problem-solving skills Preferred: • Working knowledge of Charles River Development (CRD) Investment Book of Record, including:, • Activity posting, • Positions and tax lot maintenance This role is responsible to go onsite to a local office for first week of orientation, and remote there after unless requested. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently. To be considered for this position, candidates must reside in one of the following U.S. states: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, and Washington DC. Candidates residing outside these states are not eligible for consideration currently. We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate's experience, skills, education, work location, and internal equity. In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc. Estimated Compensation Range:$143,039—$173,690 USD FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms. FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. #formativgroupcareers #WorkWithUs Click here to view our Privacy Policy

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Develop a high-quality wealth management practice that provides a personaliz

The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. Our Wealth Advisors conduct thorough discoveries to understand a client's sho

This exciting opportunity at Webster Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and

A leading financial organization in Greenwich, Connecticut, is seeking an experienced UHNW Private Banker to engage with high-net-worth clients.This role requires over 15 years in private banking, highlighting relationship development and strategic financial advice.Candidates will benefit from a com

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Duration : 12+ Months Contract.Fully remote positions are prohibited.Hybrid schedules are permissible with a minimum of 3 days on-site depending on assignment and can be fully on-site depending on business needs.Remote work privileges can be revoked at any time.The Project Manager will be heavily in

Englewood Cliffs, NJ to find Project Manager who will manage and deliver complex, multi-dimensional projects in an Agile environment.This Project Manager will plan and deliver engineering enablement initiatives across CI/CD, release engineering, infrastructure, quality, and security platforms.This i

Software Guidance & Assistance, Inc.We are seeking a disciplined, mid-level IT Project Manager for a contract engagement to support the delivery of key digital initiatives.Reporting to the IT Program Manager, you will oversee the lifecycle of projects ranging from internal infrastructure upgrade

HVAC solutions across New York City.The HVAC Project Manager will take ownership of multiple commercial mechanical projects across Manhattan.This role involves managing project schedules, coordinating with field teams and subcontractors, maintaining strong relationships with clients and general cont

Full-Time | In-Office | Greenwich, CT.An international hospitality group is seeking a creative, highly organized, and detail-oriented .Project Manager/Design Assistant/Coordinator.This role is based in our Greenwich, CT office and includes potential international travel.The ideal candidate has stro

Program Manager - Shop App Push Notifications.Project Management: Strong organizational and multitasking skills to manage multiple campaigns and stakeholders effectively.Data-Driven Decision Making: Proficiency in analyzing performance metrics and using insights to optimize campaigns.Communication &

DO YOU HAVE WHAT IT TAKES TO JOIN THE DRYBAR FAMILY?.Drybar started back in 2010 with its first shop in Brentwood, CA.Drybar has exploded into a nationally recognized and highly sought-after brand.At Drybar, our philosophy is simple.Focus on one thing and be the best at it.For us, that's blowouts! W

We are actively seeking a dynamic and seasoned Senior Development Project Manager for our Development team.The ideal candidate will be a strategic thinker, problem-solver, and a team player with a deep understanding of financial underwriting and project management.Oversee the preparation and review

DNB Renovations designs and builds high-end residential renovations for homeowners who expect things done right.We manage the entire process, from design through construction, so our clients get a refined experience, clear communication, and exceptional results.Just well-executed renovations.Step in

Electrical Contractor located in Northern Bergen County, NJ seeking a full-time Estimator/Project Manager for commercial projects varying in size throughout the NYC and Tri-State Areas.Interpret job bid instructions, technical specifications, and architectural construction prints that are necessary

We are seeking an Electrical Project Manager to join the MC Electrical team! You will be responsible for the management of electrical projects from start to finish.You will coordinate with clients and project team members to meet deadlines and schedules.Compensation packages are negotiable depending

Farmington, NY | Full-Time | $23–$29/hour.A respected construction and infrastructure contractor serving clients across New York State is seeking a dependable.Farmington office running smoothly.This role supports day-to-day operations and provides administrative assistance to management in a fast-

CIVIL CONSTRUCTION PROJECT MANAGER Fusco Personnel is searching for a Civil Construction Project Manager to work for a well-established construction firm in the Northeast.This individual will oversee multiple infrastructure and heavy construction projects.This leadership role is responsible for mana

The Medical Receptionist 1 at Digestive Healthcare Associates (DHNY) serves as the vital first point of contact for patients and visitors, ensuring a welcoming and efficient experience.This role is essential in managing patient flow by scheduling appointments, verifying patient information, and coor

Performs complex diversified clerical duties related to the operational needs of the office/department.Performs complex administrative duties which may include, but are not limited to: typing various correspondence, reports, articles; greeting and directing visitors; answering telephones, taking mes

Under the supervision of the Senior Director, Workforce Development, the Administrative Assistant (AA) will be responsible for providing administrative support for the day to day operations and staff.The AA will directly support the Senior Director and the Employment Services department.The AA is re

At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II.Our employees are at the foref

Part-Time Administrative Assistant, Warehouse Operations, Event Development and Production.The Part-Time Administrative Assistant, Warehouse Operations, Event Development and Production reports to the Director, Warehouse Operations, Event Development and Production and is responsible for providing a

Administrative Assistant To Our Buyers.Citarella's Buying Team is essential to ensuring our stores offer only the highest quality productsfrom artisanal cheeses and peak-season produce to a curated selection of specialty items sourced in-house, domestically, and internationally.As the Administrative

BronxWorks helps individuals and families improve their economic and social well-being.From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community.In all aspects of our work, we strive for the highest ethical and performance standards and are guided by

H&R Block Seasonal Client Service Professional/Receptionist.At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe in a high performing, connected culture, wh

Medical Assistant/Receptionist - North Bergen Family Practice - Full Time.Englewood Health, a leading healthcare system comprising Englewood Hospital and the Englewood Health Physician Network, is committed to delivering exceptional patient care across northern New Jersey.We are dedicated to fosteri