J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Eastside) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Eastside)New York, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Syracuse, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Syracuse, NYSyracuse, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Commack, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Commack, NYCommack, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY (North) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY (North)Brooklyn, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NYBrooklyn, NYFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor III Tompkins Financial CorpWealth Advisor IIIPittsford, NY$100,000–$135,000 / yearWorking alongside a dedicated team - a financial planner, trust officer, and portfolio manager - you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one. Position Summary: The Wealth Advisor III is our most senior client-facing position, serving as the primary advisor for clients whose financial lives span multiple generations, business interests, and planning disciplines.
Full-time tenure-track Assistant or Associate Professor of Finance Pace UniversityFull-time tenure-track Assistant or Associate Professor of FinancePleasantville, NYThe Finance and Graduate Economics Department in the Lubin School of Business at Pace University invites applications for a full-time tenure-track Assistant or Associate Professor position in Finance specializing in Investments, Household Finance, Asset Management, or related tracks. This position involves teaching primarily in the areas of wealth management, financial planning, and adjacent finance disciplines across Pace University's New York City and Pleasantville campuses, based on departmental needs.
Personal Finance for the Performing Artist Faculty The American Musical and Dramatic Academy IncPersonal Finance for the Performing Artist FacultyNew York, NY$45–$60 / hourAMDA offers various pathways for students to receive unparalleled performing arts education taught by world-class industry professionals, including Professional Conservatory Certificates as well as undergraduate and graduate degrees (Bachelor of Fine Arts, Bachelor of Arts, Associate of Occupational Studies, Master of Fine Arts and Master of Arts). Faculty members at AMDA are responsible for providing highly effective instruction through well-prepared classes, relevant assignments, fair and holistic assessment of learning, clear documentation of student progress, and support of academic success for all students.
Personal Finance for the Performing Artist Faculty American Musical and Dramatic Academy (AMDA)Personal Finance for the Performing Artist FacultyNew York, NY$45–$60 / hourAMDA offers various pathways for students to receive unparalleled performing arts education taught by world-class industry professionals, including Professional Conservatory Certificates as well as undergraduate and graduate degrees (Bachelor of Fine Arts, Bachelor of Arts, Associate of Occupational Studies, Master of Fine Arts and Master of Arts). Faculty members at AMDA are responsible for providing highly effective instruction through well-prepared classes, relevant assignments, fair and holistic assessment of learning, clear documentation of student progress, and support of academic success for all students.
J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY, JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Select Growth Advisor - West Harrison, NY,West Harrison, NYFull timeDeliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewTrust & Estate Planning Specialist Neuberger BermanTrust & Estate Planning SpecialistNew York, New YorkAn employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Additionally, the team caters to the trust administration needs of wealthy families through our internal trust company, Neuberger Trust Company, which serves as trustee in all 50 states and oversees $17.2B in assets across UHNW and strategic client relationships.
Sr. Investment Associate Franklin Resources IncSr. Investment AssociateNew York, NY$125,000–$135,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Wealth Advisor SimpleCITIWealth AdvisorGarden City South, NYWe currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.
NewWealth Management Advisor Blue Ocean Wealth Solutions, LLC- A MassMutual FirmWealth Management AdvisorEast Hills, NY$100,000–$200,000 / yearSecurities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.
NewTrust & Estate Planning Specialist Neuberger Berman Group LLCTrust & Estate Planning SpecialistNew York, NY$220,000–$260,000 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Additionally, the team caters to the trust administration needs of wealthy families through our internal trust company, Neuberger Trust Company, which serves as trustee in all 50 states and oversees $17.2B in assets across UHNW and strategic client relationships.
Senior Trust Officer Midland States Bancorp, Inc.Senior Trust OfficerTarrytown, NY$106,250–$177,050 / yearThe Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
NewClient Advisor with Athletic Background Northwestern Mutual - Buffalo DistrictClient Advisor with Athletic BackgroundWilliamsville, NYFull timeWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses.
Wealth Advisor Moneco AdvisorsWealth AdvisorHarrison, NYMoneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. You'll work alongside experienced professionals, contribute from day one, and see firsthand the impact financial planning has on real people's lives.
Client Advisor with Athletic Background Buffalo DistrictClient Advisor with Athletic BackgroundWilliamsville, New YorkWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from medical devices, education (teachers, administrators), logistics, solar, payroll services, tech business development, real estate, auto rental and others. Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses.
Sales Development Representative (SDR) LearnLuxSales Development Representative (SDR)New York, NY$60,000–$70,000 / yearOur award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals.
Director of Enterprise B2B Marketing LearnLuxDirector of Enterprise B2B MarketingNew YorkAs Director of Marketing, you will lead LearnLux’s performance marketing organization with responsibility for pipeline generation, demand generation, growth marketing, marketing operations, and revenue-focused campaign execution. You will partner closely with Sales and leadership to ensure marketing efforts drive measurable business outcomes across pipeline generation, conversion, and brand awareness.
Member Engagement Manager LearnLux IncMember Engagement ManagerNY$100,000–$125,000 / yearPartner with clients, their HR/benefits teams and/or consultants to tailor engagement strategies to each employee populationExperiment constantly by pitching and testing new ideas, learning from the data, and doubling down on what works. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work.
Sales Development Representative SDR LearnLux IncSales Development Representative SDRNY$60,000–$70,000 / yearOur award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals.
Proposal Manager LearnLux IncProposal ManagerNYRemote$90,000–$120,000 / yearOrchestrate cross-functional collaboration among sales, marketing, client success, and global operations, as well as subject matter experts across security, legal, and product, ensuring every section of a response is accurate, current, and complete. Understand the business and workforce requirements of prospective employers to position LearnLux''s platform as the strongest fit, translating financial wellbeing concepts into responses that resonate with HR and benefits leaders.
Assoc. Private Client Advisor KeyCorpAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Assoc. Private Client Advisor Keybank National AssociationAssoc. Private Client AdvisorPearl River, NYPartner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production. Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
Private Client Advisor KeyCorpPrivate Client AdvisorBrewster, NYCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorAlbany, NYCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Private Wealth Management Director of Business Strategy Morgan StanleyPrivate Wealth Management Director of Business StrategyNew York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients.
Private Wealth Management Director Of Business Strategy Morgan StanleyPrivate Wealth Management Director Of Business StrategyNew York, NY$90,000–$150,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Director of Business Strategy is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for enhancing and maintaining deep relationships with new and existing clients.
Vice President of Finance LearnLuxVice President of FinanceNew YorkOur award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Reporting to the COO and working closely with the CEO, you will serve as a trusted partner to leadership, helping drive financial discipline, visibility, and decision-making across the business.
Managed Solutions Advisor Orange Bank and Trust CompanyManaged Solutions AdvisorGoshen, NYOwn the client lifecycle experience - build client resumes, evaluate client risk parameters, assist client in establishing and regularly revisiting goals/objectives, create/adjust an appropriate investment plan, and consistently monitor ongoing financial situation/investments. Position requires ability to absorb large amounts of information and be able to communicate opinions/advice to Investment Policy Committee and clients and assist in developing strategies to mitigate risk in client portfolios.
NewWealth Advisor AprioWealth AdvisorNew York, NY$150,000–$250,000 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
NewWealth Management Advisor Selby Jennings LtdWealth Management AdvisorNew York, NY$150,000–$200,000 / yearThis is a planning-led role where Advisors act as the primary point of contact for their clients, delivering tailored advice while leveraging the support of specialists across investments, retirement planning, and broader wealth management services. Unlike many advisory opportunities, successful Advisors are provided with a sizeable portfolio of existing high-net-worth client relationships from day one.
Sr Wealth Advisor Northern Trust CorpSr Wealth AdvisorNew York, NY$189,290–$331,200 / yearStrategic in developing, implementing and administering programs within functional areas Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
NewRegional Vice President, New Client Development Wealth Enhancement Group LLCRegional Vice President, New Client DevelopmentNY$225,000–$250,000 / yearThis role is responsible for supporting our local financial advisory teams, as the client facing advisor lead whose primary role is to acquire new clients with investable assets of greater than $500,000 through our direct marketing channels. 7+ years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships (experience working with Custodians such as Schwab, Fidelity or Scottrade preferred).
Vice President Of Finance LearnLux IncVice President Of FinanceNew York, NY$200,000–$275,000 / yearOur award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Reporting to the COO and working closely with the CEO, you will serve as a trusted partner to leadership, helping drive financial discipline, visibility, and decision-making across the business.
Wealth Advisor Northern TrustWealth AdvisorNew York, NY$189,290–$331,200 / yearStrategic in developing, implementing and administering programs within functional areas Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
Wealth Advisor Wilmington TrustWealth AdvisorHauppauge, New YorkEducation and Experience Required: Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Senior Wealth Advisor Wilmington TrustSenior Wealth AdvisorNew York, New YorkBachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Wealth Strategist NewEdge Capital GroupWealth StrategistNew York City, New YorkThis mid-level position is designed for a credentialed planning professional who can independently manage sophisticated client engagements spanning cash flow and liquidity planning, estate and wealth transfer planning, tax mitigation planning, business succession planning, and philanthropy. Reporting directly to the Head of Wealth Strategy, the Wealth Strategist will own the preparation and delivery of comprehensive wealth strategy reviews, support Senior Wealth Strategists on complex client matters, and serve as a technical resource for appropriate.
Tax Family Office- Senior Associate Cerity PartnersTax Family Office- Senior AssociateNew York City, New YorkProvide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements). As a Senior Associate in our New York office, your responsibilities would include the following activities: Preparation and review of personal, business and fiduciary income tax returns including multi-state filings.
VP, Business Development NFP CorpVP, Business DevelopmentMelville, New YorkFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. Develop and maintain a working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, and charitable/philanthropic strategies.
VP, Business Development Aon PlcVP, Business DevelopmentMelville, NYWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Summary: Wealthspire seeks a VP, Business Development committed to clients and focused on growing and deepening client engagement through excellent wealth management and financial planning services.
Associate – Investment Consulting Services – 2026 – (Hybrid) AndersenAssociate – Investment Consulting Services – 2026 – (Hybrid)New York, New York$72,500–$96,500 / yearFull timeYou'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms. Be able to effectively articulate the firm’s investment philosophy; adhere to our investment process, asset allocation models and manager selection, leveraging internal resources as necessary.
Regional Director - Wealth Management VOYA Financial Inc.Regional Director - Wealth ManagementWork@Home, NY$112,000–$140,000 / yearThis position combines business consulting, sales, practice development, and authentic partnership to ensure advisors feel supported, empowered, and connected to the firm's Broker-Dealer and will be accountable for delivering measurable impact on advisor growth and satisfaction. Profile Summary: The Regional Director serves as a leader within the firm's national sales organization, acting as a business partner responsible for deepening advisor relationships, ensuring practice success, and aligning advisor outcomes with the firm's strategic objectives.
Sr. Wealth Strategist Northern Trust CorpSr. Wealth StrategistNew York, NY$158,010–$276,460 / yearYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
Wealth Strategist/Sales Rep Northern TrustWealth Strategist/Sales RepNew York, NY$158,010–$276,460 / yearYou'll cultivate internal and external personal and professional networks to identify new client relationships, and showcase the full capabilities and services of Northern Trust to members of the community, clients (new and existing), and professional advisors. You have knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning), including fee structures and documentation.
Director, Wealth Management IEQ CapitalDirector, Wealth ManagementNew York, NY$170,000–$225,000 / yearOur quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients .
Wealth Director Franklin ResourcesWealth DirectorNew York, NY$180,000–$225,000 / yearPursue prospective new business situations with high net worth (HNW) individuals and families; Lead segment new business strategies for the New York tri-state area, including: Maintaining contact with known referral source relationships and prospective clients; Maintaining contact with existing clients to identify where additional opportunities may exist for the firm to market its services; Coordinating presentations of the firm's capabilities to prospective clients and their advisors (e.g. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.