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

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 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 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 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 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 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 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 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 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 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 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 ...

Well established, 3 Billion+ AUM Independent RIA in Midtown Manhattan seeks a Senior Wealth Advisor to focus on comprehensive wealth management and client retention.

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...

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...

Harrison Gray Search is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor. Grows by acquiring and enhancing traditional wealth management firms. Shape the future of wealth management through a fintech perspective.

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 ...

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...

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...

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...

VP of Business Development At Domain Financial Services Financial Planning as a Service Who we are: We are a scrappy, well-funded, proven team of technology, product, data and design experts. We know how to bring complex, regulated products to market. We built industry leading products such ...

Entry Level Financial Representative Looking to get off to a fast start in the Financial Industry? Join our team in the Financial District, NYC! We are looking for individuals who are recent college graduates looking to begin their careers with extensive support and training. You do not n...

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 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 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 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 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 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 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 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 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 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 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 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 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 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 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...

Job Description Quix Recruitment is thrilled to partner with a globally recognized Big 4 professional services firm to recruit for an Experienced Tax Associate position within their Tax Line of Service, based in the Cayman Islands. This role offers the opportunity to expand your expertise in t...