Trabajos wealth advisor en New York, NY - Page 2Crear alertas

Our client is a forward-thinking wealth management firm dedicated to helping their clients grow, preserve, and enjoy their wealth. The Firm is seeking a skilled and client-focused Wealth Advisor with 5–10 years of experience in financial advisory. Conduct portfolio reviews and financial plan upda...

Previous experience in advisor success, relationship management, or customer success within a financial institution, RIA, or wealth tech company. This role is critical in managing and expanding relationships with our Registered Investment Advisor (RIA) partners, ensuring their success on the plat...

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 ...

Job DescriptionThe Senior Client Advisor will have responsibilities and tasks that include but are not limited to the following: - Work closely with senior wealth advisors to coordinate all necessary resources to provide clients with wealth and investment service, including collaboration with c...

Job Description We are seeking to expand our team and looking to hire an associate advisor in our total wealth management department. We have a fast-paced environment where you will have the opportunity to work directly with the Sr. Advisors, Managers and Directors to serve clients with complex f...

Job DescriptionJob Summary The Client Partner (CP) role at Vertical Relevance is a strategic position focused on driving business growth within the financial services sector. As a CP, you will be responsible for identifying and closing new consulting opportunities, cultivating relationships with ...

Job DescriptionOur client is seeking an experienced Financial Wealth Advisor with exemplary regulatory records to join their team. As an advisor, you'll cultivate deep client relationships, tailor financial strategies, and deliver strategic investment guidance, all while upholding the highest reg...

The Opportunity As an Investment Product Onboarding Associate you will work closely with a variety of internal and external stakeholders—including fund sponsors, Alternative fintech platforms, the internal new business team/operations, and financial advisors on a comprehensive range of offering...

Job DescriptionDescriptionDominate the New York Private Aviation Market with Silver Air Are you a top-tier sales professional in New York, ready to seize the next big opportunity in private aviation? Silver Air Private Jets is expanding aggressively, and we’re on the hunt for sales powerhouses w...

Job Description Our 90-year-old firm is rapidly expanding and is looking for a driven financial advisor to join our entry-level team. The ideal candidate will be eager to learn the fundamentals of wealth management and financial services to help clients reach their financial goals. Success in thi...

Job Description Job Title: Financial / Investment Advisor Location: Midtown Manhattan, NYC Company: Dominari Securities – A Fast-Growing Financial Services Firm About Us: Dominari Securities is an innovative and rapidly expanding financial services firm located in the heart of Midtown Manh...

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment mana...

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment mana...

Job Description A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential – in leadership, income, and commun...

Job Description Administrative Assistant Midtown Manhattan (Hybrid – 2 days remote after training) 50-75k Are you a proactive, detail-oriented, and professional individual looking for a dynamic role in a wealth advisory and insurance setting? We are seeking an Administrative Assistant to sup...

Job Description About Private Health Management Private Health Management (PHM) supports people with serious and complex medical conditions, helping them obtain the best possible medical care. We guide individuals and families to top specialists, advanced diagnostics, and personalized care. Trus...

Job DescriptionManage the team responsible for delivery of core algorithms for a technology-enabled investment platform of an innovative wealth manager Responsibilities: - Manage day to day efforts in delivering investment algorithms and research generated data. - Recruit and mentor Quantita...

Job Description Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, ...

Job Description About Us: The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized...

Job Description If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to you...

Job DescriptionSupport and Develop client base using the next generation of wealth platform products for an innovative wealth-tech firm Responsibilities: - Lead one or more advisor portal squads through the ideation, technical development, and launch of innovative products - Manage one or mor...

Job DescriptionOur Company Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and bu...

Job Description The Network Engineering Manager will oversee IT infrastructure, including network services, cloud environments, data center facilities and remote offices. The position involves collaboration with key stakeholders, such as application development teams and other infrastructure func...

Job Description Financial Solutions Advisor (Midtown NYC) We are seeking a motivated individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an inte...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job DescriptionBenefits: - Retirement - Bonus based on performance - Company parties - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Training & development - Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in...

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has ...

Job Description Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Ponte...

Job Description Vice President, HR Business Partner BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest minds in the financial and investing worlds, ...

Job Description Harrison Gray Search is proud to partner with a revolutionary financial institution that combines the expertise of seasoned advisors with cutting-edge technology to provide a comprehensive, personalized wealth management experience. About Our Client: They are a rapidly expand...

Job DescriptionLeadership position solving complex, data driven scenarios with elegant, client focused solutions for an innovative wealth-tech firm. Responsibilities: - Deliver to users beautifully designed products which help them deepen their brand and expand the capabilities available to se...

Job Description Join the Winning Team at Northwestern Mutual - The Big Apple! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Wealth Consultant with Northwestern Mutual - The Big Apple! Why Current and Former Athlete...

Job DescriptionOur Company Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and bu...

Job DescriptionWhy SalesApe? Join SalesApe, one of the fastest-growing AI companies, recognised as a leader in cutting-edge AI technology and backed by over $20 million from top VCs. We’re at the dawn of a powerful evolution, set to transform society with our tech. Our mission? To tackle ine...

Job Description We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, a...

Job DescriptionSalary: 130,000-135,000 Altfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice and manage existing client relationships. We...

Job DescriptionDescription Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with ...

Job DescriptionYou’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your p...

Job Description We are seeking a dynamic and strategic Senior Project Manager to lead the successful execution of critical implementations, drive operational excellence, and expand our footprint within the financial services sector. This individual will play a key role in delivering technology-dr...

Job Description iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clie...

Job Description This is a remote position. Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a Regional Vice ...

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 What We Need: We are looking for a Campaign Manager to join our growing AdOps team. This is an exciting opportunity for anyone with paid advertising experience, looking to do so at the highest level. This person will be an integral member of a growing team, working closely with A...

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 busin...