Wealth management associate jobs in New York, NYCreate job alerts

Position Type: Regular Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relat...

JOB DESCRIPTION We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking so...

JOB DESCRIPTION We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking so...

JOB DESCRIPTION We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking so...

Hiring: Associate/Sr Associate Trust & Estates - Private Clients NYC Elevate Your Career with my Clients Prestigious Private Client Department! Are you ready to take your career to the next level? Join my client's nationally recognized Private Client Department in New York, NY, where you will ...

Job ID: 376135 Practice area:- Elder Law,Estate & Tax Planning,Probate,Tax - General,Trusts and Estates - General Trusts and Estates Associate Attorney – High-Net-Worth Planning Focus | New York, NY ________________________________________ A prominent New York firm is hiring a mid-level...

Lead Advisor, LLC is a wealth management consulting and search firm. We are working with multiple clients in Midtown Manhattan that are in search of a client service associate work inside of a wealth management and financial planning practice. These are ON SITE roles. The roles likely ent...

Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance Revie...

Position Description Human Resources Associate _____________________________________________________________________________ Status: Full-Time Employee Location: New York, New York Education: Bachelor’s degree in Human Resources, Business Administration, or equivalent professional experience...

Katten, a global Am Law 100 law firm, is seeking a highly qualified Associate to join its Tax Department in the Employee Benefits Practice Group in the New York office. Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and ...

Portfolio Associate Candidate should have experience in portfolio management administration, reviewing accounts, interfacing with clients, and actively following what is happening in the financial markets. Job responsibilities include high touch client service, establishing new accounts, ...

Position: Associate / Senior Associate Location: New York, New York (On-site 5 Days/week) Reports to: Senior Managing Director (Executive Advisory & Research Division) About Wafra: Wafra Inc. (“Wafra”) is a leading global investment firm currently managing approximately $28 billion i...

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 millio...

Job DescriptionSalary: 40,000 - 60,000 We are seeking a detail-oriented and highly organized Service Associate to support the daily operations of our boutique wealth management firm. The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to multitask i...

Job Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment a...

Rapidly Growing Hedge Fund in Midtown, Manhattan is seeking a Client Services & Operations Associate to support their Wealth Management & RIA Business!. Facing off with fund clients in a client services and operations capacity. Fund in an operations / client services capacity.

A leading wealth management firm based in New York with over $30 billion in AUM is seeking to bring on an Associate-level Investment Research individual to join their team. Function as the main point of contact within the Investment Research.

Candidate should have experience in portfolio management administration, reviewing accounts, interfacing with clients, and actively following what is happening in the financial markets.Job responsibilities include high touch client service, establishing new accounts, trade processing and trade al...

This position is responsible for execution of the Wealth Salesforce product road map as defined by the Product Management team in support of business needs and objectives. Reviews business needs, associate feedback, performs quantitative analysis, and monitors industry/technology trends to facili...

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 As a national leader in deeper learning in public education, Harlem Village Academies (HVA) is distinguished as the only charter school network in New York offering a Montessori program for its youngest students and culminating with the prestigious International Baccalaureate (IB)...

Job Description This role is a remote role handling our clients in the New York area. The Purpose of Your Role: Do you want to work for a fast paced, growing organization where people make the difference? In this highly visible role, the Senior Benefits Consultant will work closely with client...

Job Description This is an exceptional opportunity for an experienced tax professional to step into a management role in Big 4, one of the worlds foremost international financial centers. As a Senior Tax Associate you will help clients navigate the complexities of U.S. tax compliance and advisory...

Job Description Family Law Associate New York, NY, $225,000 - $270,000 Family Law Overview The global Family Law team has been independently rated as a market leader in Tier 1 categories of Chambers and Partners and Legal 500 for many years. The department advises on all areas of family law, ...

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 We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we h...

Job DescriptionCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change a...

Job Description Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, Houston, New York, Richmond, ...

Lead Advisor, LLC is a wealth management consulting and search firm. We are working with multiple clients in Midtown Manhattan that are in search of a client service associate work inside of a wealth management and financial planning practice. Managing Owner/Senior Advisors schedule and calendar....

Candidate should have experience in portfolio management administration, reviewing accounts, interfacing with clients, and actively following what is happening in the financial markets.

Join our dynamic team as a Private Wealth Management Client Service Associate (CSA) and help transform the client experience by providing exceptional service. Collaborate with Financial Advisors in crafting a strategic business plan that optimizes the client service model. Build and strengthen cl...

Prepare and process paperwork for client transactions, including opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, powers of attorney, address changes, and communicating the status of transactions to clients and Advisors. We are looking for...

Bilingual Spanish strongly preferred. Bilingual Portuguese in a plus.

We are looking for a Client Service Associate who will meaningfully contribute to our everyday business process. Our goal is to help clients make better financial decisions in a changing and complex world. Help onboard new clients, completing all necessary documentation.

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a con...

Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a ...

This includes analyzing data, creating management reports, working with team leads and Cross-Functional partners. Risk Management & Proactive Problem Solving:. Help prepare talking points for divisional management to prep for townhalls and quarterly earnings presentations.

Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. For more information ...

Goldman Sachs Private Wealth Management (PWM) is a world-class provider of wealth management solutions for high-net-worth individuals, their families, and foundations. Asset & Wealth Management - Associate Quantitative Strategist in PWM Portfolio Management. As a strategist on our Portfolio Manag...

Job Duties: Associate, Client Reporting with Goldman Sachs & Co.Performing checks to ensure data integrity and availability.Assist in overseeing consolidated reporting platform and associated workflows.Verifying vast amounts of data between multiple systems and data feeds for informational integr...

Manage a series of open-ended alternative investment funds and related investment vehicles. The Portfolio Management team seeks to optimize performance objectives and appropriately manage risk through consistent data-driven decision making for a variety of open-ended alternative investment strate...

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. Goldman Sachs Quantitative Engineering is a leading developer of quantitative models and cutting edge systems t...

Strong understanding of Bank's policies, procedures and capabilities through comprehensive knowledge of all Valley Wealth Management products. Build and maintain positive and productive working relationships within Valley Bank in order to resolve any potential client issues and problems efficient...

This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation. Our Advisor Associates works directly with Advisors to assist with the wealth management a...

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens...

Job Duties: Associate, Investing & Portfolio Management - Private with Goldman Sachs & Co. Economics, Finance, Mathematics, or a related field and two (2) years of experience in the job offered or a related Investment and Portfolio Management role.

Goldman Sachs Asset Management is one of the world's leading investment managers and provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. At Goldman Sachs, we commit our people, capital and ide...

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. Our advisor-led wealth management businesses provide financial planning, i...