Wealth jobs in Glen Cove, New York - Page 3Create job alerts

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management. The Private Banking Group ("PBG") National Sales team is seeking a high potential Business Development Asso

Morgan Stanley Wealth Management is a business segment of Morgan Stanley, a global financial services firm and a market leader in investment banking, securities, and investment management and wealth management services. Our end-to-end offering spans Global Equity Solutions, Executive Services, Non-Q

You will support the Fiduciary/Trust Tax Services practice with the preparation and delivery of tax information statements, tax returns and related reporting for agency, custody and fiduciary accounts for tax compliance engagements with banks, wealth management firms, trust companies and law firms.

Job Description Ready to Join America's Fastest-Growing Home Improvement Company? At Home Genius Exteriors, we're not just remodeling homes we're redefining the homeowner experience! In just 6 years, we've grown from $3M to $290M by delivering A Different Experience through quality, care, and compassion. Now, we need YOU to help us take it nationwide by 2030. We want dynamic, driven individuals who thrive on challenge and success. If you've got the hunger to grow, the energy to hustle, and the desire to lead, this is the place for you! Ready to Get Paid What You're Worth? If you have big energy, love competition, and know how to close this is your shot. Home Genius Exteriors is looking for driven, money-motivated Home Remodeling Experts who want more than just a job. This is a career path with serious income potential, elite training, and a team culture built around winning. Step into a full-time, W-2, outside sales role meeting pre-qualified homeowners, delivering impactful presentations, and closing high-ticket deals. Our top performers are earning $300K+ annually, and that's just the beginning. Office Based in Somerset, NJ - must be on site twice a week! What You'll Do • Meet with pre-qualified, pre-scheduled homeowners, • Deliver high-impact product presentations, • Build trust and provide solutions, • Close deals and generate revenue, • Represent one of the fastest-growing remodeling companies in the industry What We Offer • Uncapped commission structure (no ceiling on income), • Average first-year earnings: $120K$180K, • Elite sales training and mentorship, • Clear path for advancement, • High-performance, competitive team culture, • Company events, incentives, and recognition Who We're Looking For • Sales experience required (closing experience preferred), • High energy, competitive, and coachable, • Strong communication skills, • Self-motivated and goal-driven, • Comfortable working evenings and Saturdays, • Reliable transportation This role is perfect for former athletes, competitive personalities, and ambitious individuals who want to build wealth early in their career. Why Join Us? We don't just sell remodeling projects we build careers. If you're hungry, driven, and ready to level up financially and professionally, we want to meet you. Spots are limited apply today and let's see if you have what it takes to join the team. Apply now to start your six-figure career.

Job Title: Financial Services Representative Blue Ocean Wealth Solutions, LLC, a MassMutual Firm – www. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Financial Services Professionals/Financial Services Representatives are

Award winning mentorship and training programs that support your move into sales leadership and wealth management.

Independent, multi-billion-dollar AUM RIA in Rochester, New York is seeking a Lead Wealth Manager to serve as a trusted partner and primary relationship manager to a select group of the firm’s most complex clients. Serve as the Lead Wealth Manager for existing client relationships transitioning fr

The Client Service & Case Design Associate.PARC Street Group’s client experience and plan administration efforts.This individual will serve as a primary point of contact for day-to-day client needs, ensuring requests are handled with accuracy, radical responsiveness, and professionalism.This role

This role drives sales activities for Principal Asset Management throughout Long Island/Queens/Non-Manhattan boroughs.This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships.Accountable for achieving sales targets and manag

We are a modern, technology-driven, and forward-thinking financial services firm backed by MassMutual.At our core, we specialize in elevated, holistic financial planning—delivering a higher standard of strategy, service, and client impact.Our planning team and sales culture are what truly set us a

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their

This role drives sales activities for Principal Asset Management throughout Long Island/Queens/Non-Manhattan boroughs.This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships.Accountable for achieving sales targets and manag

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Wealth Relationship Manager SAFE Act - NYC Metro.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Riley Wealth Insurance Corporation; and tax preparati

Wealth Relationship Manager SAFE Act - NYC Metro.

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role wi

Transform your ambitions into real achievement.Are you searching for a chance to grow a fulfilling career in the financial world, even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services.As a Financial Repre

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advi

A fast-growing fintech-driven wealth management platform is seeking a Senior Wealth Advisor with a transferable book of business to join its expanding advisory team. This role is designed for a seasoned advisor who wants to actively manage client relationships while helping shape the future of moder

We are now looking for a Client Executive within the customer segments Entrepreneurs and Executives & Professionals to join Private Wealth Management & Family Office (PWM&FO) in the West region, based in Gothenburg.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, inc

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 individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with signi

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

A leading financial services firm in Greenvale is seeking an experienced Private Banker to manage client relationships, drive business results, and provide comprehensive wealth management solutions.

A prominent financial services firm is seeking a Market Director of Wealth in White Plains, NY.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Wealth Relationship Manager - SAFE ACT - Westchester County.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Wealth Relationship Manager - SAFE ACT - Westchester County.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. Morgan Wealth Management is committe

The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Consulting Group (CG) team within Investment Solutions. Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation. Pro

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.

Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. Morgan Wealth Management is committe