Wealth management jobs in New Rochelle, New YorkCreate job alerts

Position Type: Regular At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. Required Qualifications: • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program), • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: • 3+ years of Financial Services Industry Experience, • Strong written and verbal communication skills, • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize, • Ability to identify new relationship development, • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s), • Ability to uncover and meet client needs and effectively manage client expectations, • Ability to build and maintain good cross-enterprise working relationships, • Capability to become a Notary, • Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool, • Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You’ll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflectin

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over

Vice President, Director of Asset Manager Engagement & Sponsorships.The Relationship Management Group (RMG) serves as the centralized point of contact for current and prospective third-party asset manager/investment firms at Morgan Stanley Wealth Management.RMG is dedicated to developing, strengthen

Morgan Stanley ("MS") is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services.As a market leader, the talent and passion of our people is critical to our success.Together, we share a common set of val

Institutional Infrastructure Solutions: Institutional Market Solutions Team (Vice President). Institutional Infrastructure Solutions (IIS) is a group within Wealth Management that delivers a world-class service model to Morgan Stanley's institutional and family office clients. Define complex busines

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

Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Private Client Advisor In Chase Wealth Management. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to in

Job Title: Director (Commercialization), Global Product Management. We harness the power of real-time, anonymized, aggregated transaction data; powerful software platforms; and a wealth of expertise. We are looking for an experienced Director within the Operational Insights (OI) Program Global Produ

FAA & Advisor Development Program Effectiveness.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments a

Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Wealth Management Analyst.Position Type: Contract On-Site Required: Preferred undergraduate degree in Accounting or Finance, with 2-3 years of relevant business experience.Formal accounting an

Vice President, Path To Advice.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individuals f

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, co

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over

The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division. Conduct regular business reviews with Channel Partners to share product trends and enhancements along with a review of the clients they support on the

Job Description Service Manager Company Miller Proctor Nickolas Inc Location [Westchester County NY. Travel across NYC Metro region] Employment type Full time About Miller Proctor Nickolas Miller Proctor Nickolas is a leading provider of commercial and industrial boiler and burner solutions serving the NYC Metro region. We are known for safety, technical excellence, and dependable service. Our values are Safety, Accountability, Integrity, and Teamwork. Summary of the role The Service Manager owns the performance of the Service Parts and Warehouse teams. The leader in this role delivers safe operations, customer satisfaction, profitable growth, and a strong culture. Success is measured by labor utilization, on time response, first visit resolution, margin on service work and parts, safety results, employee engagement, and clear communication across teams. Reports to CEO of Miller Proctor Nickolas, Inc. What you will do • Lead the Service team with clear goals, coaching, and timely feedback, • Plan the daily dispatch schedule to maximize technician utilization and customer responsiveness, • Ensure safe and high-quality startup, commissioning, and field service for new and existing systems, • Drive service contract growth and aftermarket capture in partnership with Sales, • Maintain departmental KPIs for profitability, efficiency, response time, and quality. Report monthly performance and actions, • Implement standard work for dispatch, documentation, and closeout to improve consistency and speed, • Identify training needs and arrange technical and safety training for technicians and coordinators, • Build relationships with key customers and suppliers. Ensure timely communication and resolution of issues, • Partner with Accounting on accurate billing, collections support, and period cost control, • Partner with the Safety Committee to maintain safe operations and achieve safety targets, • Recruit, retain, and develop team members. Set expectations, conduct reviews, and address performance gaps promptly What success looks like in the first year • Labor utilization at or above target with a visible schedule and zero missed commitments without escalation, • First visit resolution rate and callback rate meeting plan, • On time preventive maintenance completion across the contract base, • Documented technician training matrix with required certifications current, • Month end service and parts results that meet revenue and margin targets Qualifications • Bachelor's degree in a related field or equivalent experience preferred, • Ten or more years of field service and maintenance experience with fuel fired boiler and burner equipment, • Three or more years of team leadership or supervision in a service environment, • Strong planning and dispatch skills with attention to detail in documentation and reporting, • Proven communication skills with customers technicians and suppliers, • Demonstrated ability to mentor and develop people and to resolve conflict professionally, • Working knowledge of safety practices and OSHA expectations, • Valid driver's license with a clean driving record, • Ability to visit job sites across NYC Metro and Westchester and to work in mechanical rooms as needed Preferred • Experience with Cleaver Brooks or similar manufacturers, • Experience with service contracts parts operations or warehouse leadership, • Familiarity with CRM and service dispatch tools and with KPI management Benefits • Competitive base salary with performance incentive opportunity, • Medical dental vision and life insurance, • Retirement plan participation, • Paid time off and holidays, • Training and professional development EEO Miller Proctor Nickolas Inc is an equal opportunity employer. We consider all qualified applicants without regard to race color religion sex national origin age disability veteran status or any other protected status. We value a workplace that is safe respectful and inclusive. Company DescriptionMiller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. Join our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining Miller Proctor Nickolas, Inc, you're more than an employee, you're an Employee Owner.Miller Proctor Nickolas, Inc. is the only authorized Cleaver Brooks boiler parts, service and sales agent in the NYC Metro, Westchester, surrounding counties and Long Island area. We specialize in the best produced boilers in the industry with the highest trained service technicians. Our staff has been with us an average of 20 years. Because of the dedication, enjoyment in their work, and job satisfaction, openings like this seldom come along. The work atmosphere is informal and comfortable, and the HVAC industry is constantly growing. \r\n\r\nJoin our team not for a job, but for a career and as an owner of the company! We are an employee owned company (ESOP) and you become an Employee Owner after just one year earning shares in the company. ESOPs are the largest creator of middle class wealth in the USA. When joining Miller Proctor Nickolas, Inc, you're more than an employee, you're an Employee Owner.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in

Experience with market data research and risk management systems (e. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Using evidence-driven frameworks and other quantitative meth

Brand Marketing Manager to maintain a content calendar, ensuring consistent execution across campaigns and initiatives. Were looking for a Content Marketing Manager to help us scale our brand and demand-generation efforts in the wealth management technology space. Brand Marketing Manager to develop

Financial Accounting Associate.Location: Purchase NY -10577 (Hybrid) Duration: 12 Months.Background on the Position: We're seeking someone to join our WM Advisory Consulting Group Finance team as a Temp/Contingent in Wealth Management Finance.This team is dedicated to providing support to ***'s Weal

Assistant Vice President/Associate.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services.The Firm's employees serve clients worldwide including corporations, governments, and individu

We are seeking a motivated and detail-oriented Finance Analyst to join Morgan Stanley’s Wealth Management Finance team, specifically supporting the Advisory Consulting Group. Bachelor’s degree in accounting, Finance, or related discipline required. This contingent position plays a vita

Gima Alternative Investment Due Diligence Analyst Real Assets.Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions.These services include brokerage and investment advisory, financial and wealth planning,

Morgan Stanley Wealth Management (WM) provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. Engagement and Adoptio

About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.The Client

Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. Have 5+ years of relevant experience wit

The Relationship Manager (RM) position is responsible for the equity compensation relationship within the Wealth Management Client Segments division. They are responsible for partnering with the companies key administrative contacts (Stock Plan managers and analysts). Align client requests and expec

As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1. At LPL Financial, we empower professionals to shape their success while helping clien

Department Profile: The Morgan Stanley Bank, NA Financial Crimes Risk Office (MSBNA FCRO) Team is embedded within the Firm's Wealth Management, US Banks, and Investment Management Financial Crimes Risk (FCR) organization. The MSBNA FCRO VP will assess Bank Secrecy Act (BSA), Anti-Money Laundering (A

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Experience in the financial services industry, Wealth Management, or consulting. Company Profile: Morgan Stanley is an industry l

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Experience in the financial services industry, Wealth Management, or consulting. This role requires collaboration across multi-di

In this capacity, the Assistant Vice President will reside within the first line and work closely with Business Partners, Legal and Compliance colleagues on a variety of complex marketing initiatives. Morgan Stanley's Wealth Management Risk division is currently seeking candidates for an Assistant V

Excellent time management skills.

Support and collaborate with the executive management team and other senior leadership. Strong organizational, time-management, and leadership skills.

Management of day-to-day client relationships, developing new and expanding existing client relationships. Highly numerate and analytical while having excellent client relationship management and communication skills. Excellent interpersonal skills and ability to present effectively to senior manage

The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast-paced, inno

Analyst SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function.Integrates subject matter and industry expertise within a defined area.Requires in-depth

The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Portfolio constru

You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor