Wealth advisor jobs in New York, NY - Page 2Create job alerts

Key Functions of a Senior Wealth Advisor include, but are not limited to:. Minimum 7 years in the wealth, private banking or asset management industry in an advisory/relationship capacity. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, mana...

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 ...

Global Private Wealth Marketing is responsible for driving awareness of the Blue Owl brand and product offerings with financial advisors and high-net worth clients, generating leads for sales to deepen market share and grow adoption of Blue Owl strategies, and supporting fundraising initiatives g...

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 r...

The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities ...

Financial Advisor/Wealth Management Advisor – Northwestern Mutual: Managing Director’s Unit Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals s...

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...

Our client is seeking an experienced Senior Business Development Lead with a wealth of knowledge in the private label Activewear/Lifestyle/Outdoor sector for Mens and Womens. Ideally, you have experience partnering with active lifestyle retail brands, such as a Dicks Sporting Goods, Academy, Bass...

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...

The CFO will partner closely with the CEO/Founder and Chief Investment Officer in serving as the financial guardian of the family's wealth. The CFO will oversee all financial activities, acting as a key advisor on wealth strategy, risk management, financial decision-making, long-term wealth prese...

Career growth opportunities with management and leadership potential.

Merrill Wealth Management is one of the largest businesses of its kind in the world Solutions Advisor, Advisor, Development, Solutions, Financial, Program. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp...

We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Pension Enhancement for Top Financial Professionals. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc.

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 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 Financial Advisor (Entry-Level/Career Changer) We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify ...

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 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 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 JOB SUMMARY: Financial Advisor - New York City We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering ...

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 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 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 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 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 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 Job description Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses ...

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 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 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 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 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 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 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 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 NY based client of mine is offering an exciting opportunity in the financial services industry in New York for a Senior Financial Analyst / Finance Manager to join a leading wealth advisory firm. This role will be instrumental in financial forecasting, modeling, and strategic an...

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 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 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...