NewSenior Family Office Advisor StaffBuffaloSenior Family Office AdvisorBuffalo, NYThe emphasis is on value-added advisory work rather than tax compliance, understanding how businesses, trusts, investments, and personal financial decisions interact and helping clients identify opportunities for tax savings, stronger structures, and better long-term financial outcomes. StaffBuffalo is conducting a confidential search for a growing financial advisory organization seeking a Senior Family Office Advisor, offering a $150,000–$180,000 base salary, profit sharing, and a long-term opportunity to progress toward partnership.
Senior Financial Advisor Art Gallery Masterworks LLCSenior Financial Advisor Art GalleryNew York, NY$150,000–$200,000 / yearAs a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.
Senior Financial Advisor (Art Gallery) Masterworks, LLCSenior Financial Advisor (Art Gallery)New York, NY$300,000–$800,000 / yearAs a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.
Associate, Advisor NFP CorpAssociate, AdvisorMelville, New York$53,500–$85,600 / yearFull 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. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Associate, Advisor Aon PlcAssociate, AdvisorMelville, NY$53,500–$85,600 / yearWe 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. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Financial Advisor Forest Hills Financial GroupFinancial AdvisorMelville, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Treasury Advisor RhoTreasury AdvisorNew York City, New York$115,000–$150,000 / yearRho is seeking a client-focused, entrepreneurial Financial Advisor / Registered Representative to help deliver modern wealth management solutions to founders, executives, business owners, and high-growth companies. You are comfortable working in a technology-driven environment, building trusted client relationships, and collaborating across product, operations, and engineering teams to create an exceptional client experience.
Financial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required) Bank of America CorpFinancial Solutions Advisor - Central Long Island Market ( Bilingual Spanish Required)Huntington, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Albany / Hudson Valley Market Bank of America CorpFinancial Solutions Advisor - Albany / Hudson Valley MarketLatham, NY$65,000–$80,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Manhattan South Market Bank of America CorpFinancial Solutions Advisor - Manhattan South MarketNew York, NY$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Manhattan South Market New York, New York; New York, New York; New York, New York; New York, New York; New York, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Management - Risk Advisor Artech LLCManagement - Risk AdvisorNew York, NY$60–$85 / hourClients s Governance, Risk & Compliance (GRC) organization is seeking a Risk Advisor to advise leadership on risk posture and tradeoffs and to lead enterprise risk assessments and treatment decisions across client s businesses and technology functions. The Risk Advisor also supports and helps drive Hearst s third-party risk management (TPRM) program, contributing to vendor risk assessments, escalations, and remediation across the vendor lifecycle.
Inbound Investment Advisor Edelman Financial Engines LLCInbound Investment AdvisorNY$50,700–$67,600 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Senior Wealth Advisor WeaverSenior Wealth AdvisorNew York, NY$100,000–$300,000 / yearThe Senior Wealth Advisor works directly with clients and will be responsible for developing, maintaining, and expanding relationships with high net worth and ultra-high net worth individuals, families, trusts, and family entities. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.
Director Of Advisor Recruiting, Truist Investment Services, New York, Atlanta, Charlotte Truist Financial CorporationDirector Of Advisor Recruiting, Truist Investment Services, New York, Atlanta, CharlotteNew York, NY$225,000–$250,000 / yearThe Director partners closely with senior wealth leadership, market leaders, recruiting teams, and business partners to strengthen recruiting effectiveness, improve pipeline quality, accelerate advisor productivity, and support early retention outcomes. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Saviynt-IAM Tech Solns. Arch. Sr. Specialist Advisor- Remote NTT DATASaviynt-IAM Tech Solns. Arch. Sr. Specialist Advisor- RemoteNew York, NYRemote$100–$120 / hourKnowledge, Skills, and Experience Requirements: The individual in this role must be well educated in general aspects of Information Security, namely: • Experience architecting IAM solutions such as SailPoint, Saviynt, • Intimately familiar with IAM related protocols such as SAML, JML, SPML, XACML, SCIM, OpenID, and OAuth. • Strong understanding of cloud computing architecture, technical design, and implementations, including Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) delivery models.
Membership Sales Advisor, New York City EquinoxMembership Sales Advisor, New York CityNew York, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Mamaroneck EquinoxMembership Sales Advisor, MamaroneckMamaroneck, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Roslyn EquinoxMembership Sales Advisor, RoslynRoslyn, NYFull timep>Full-time Membership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Membership Sales Advisor, Great Neck EquinoxMembership Sales Advisor, Great NeckGreat Neck, NYFull timeMembership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. Under the leadership of a General Manager, the support of a Regional Sales Manager and a sales team, Advisors must display, have knowledge of and participate in all the club's services, programs, and products .
Membership Sales Advisor, Scarsdale EquinoxMembership Sales Advisor, ScarsdaleScarsdale, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Woodbury EquinoxMembership Sales Advisor, WoodburyWoodbury, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Membership Sales Advisor, Long Island EquinoxMembership Sales Advisor, Long IslandGreat Neck, NYFull timep>Full-time Membership Sales Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation, and securing member referrals through events. Above all, Membership Sales Advisors have the ability to build rapport and lasting relationships with prospective and current members in order to build a strong referral base and retain members.
Tax Advisor StaffBuffaloTax AdvisorBuffalo, NYRemote$100,000–$120,000 / yearRather than operating in a traditional tax environment defined by intense seasonal workloads, this organization takes a proactive, year-round approach to tax planning, strategy, and client service. Check the StaffBuffalo Job Postings , send in your resume , join Career Chats , sign up for Job Notifications , review our Job Seeker Resources , and follow us on LinkedIn , Facebook , Instagram , TikTok , YouTube , and Twitter !
Junior Investment Advisor Associate StaffBuffaloJunior Investment Advisor AssociateBuffalo, NY$70,000–$80,000 / yearStaffBuffalo is working with a collaborative and growing wealth management organization to hire a Junior Investment Advisor Associate , offering a long-term opportunity to build a meaningful career in financial planning and advisory services. The Junior Investment Advisor Associate will support financial planning initiatives, client service responsibilities, and day-to-day operational coordination while working closely with senior leadership.
Style Advisors, Great Neck EquinoxStyle Advisors, Great NeckGreat Neck, NYPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors , to join the Equinox team at its state-of-the-art location in Great Neck! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.
Style Advisors, Roslyn EquinoxStyle Advisors, RoslynRoslyn, NY$17–$17.75 / hourPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.
Style Advisor, Westchester EquinoxStyle Advisor, WestchesterScarsdale, NYPart timeWe are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art locations in Westchester (Armonk, Mamaroneck and Scarsdale). Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks.
Style Advisors, Woodbury EquinoxStyle Advisors, WoodburyWoodbury, NY$17–$17.75 / hourPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in Woodbury! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Style Advisors, Scarsdale EquinoxStyle Advisors, ScarsdaleScarsdale, NYPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. Our portfolio of brands is recognized globally with locations within every major city across the United States in addition to London, Toronto, and Vancouver.
Style Advisors, Mamaroneck EquinoxStyle Advisors, MamaroneckMamaroneck, NYPart timeFor more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ . In addition to Equinox, our other brands, Blink, Pure Yoga, SoulCycle, Furthermore, and Equinox Hotels are all recognized for inspiring and motivating members and employees to maximize life.
Style Advisor, Williamsburg EquinoxStyle Advisor, WilliamsburgNew York, NYPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art opening in Williamsburg, Brooklyn. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
Style Advisors, Armonk EquinoxStyle Advisors, ArmonkArmonk, NYPart timeEnsures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks. The Style Advisors takes direction from the Shop MOD on business strategy and action plans to ensure maximum productivity and compliance with all company policies and procedures.
Style Advisors, Long Island EquinoxStyle Advisors, Long IslandRoslyn, NY$17–$17.75 / hourPart timeWe are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art locations in Long Island (Roslyn, Woodbury, Great Neck). Ensures personal comprehension of all communication and training materials, and assists Shop MOD with timely/accurate completion of all assigned operational tasks.
Investment Advisor Associate StaffBuffaloInvestment Advisor AssociateBuffalo, NY$100,000–$120,000 / yearCheck the StaffBuffalo Job Postings , send in your resume , join Career Chats , sign up for Job Notifications , review our Job Seeker Resources , and follow us on LinkedIn , Facebook , Instagram , TikTok , YouTube , and Twitter ! The successful candidate is self-motivated, highly professional, emotionally intelligent, and genuinely passionate about helping clients feel supported and cared for throughout their financial journey.
Advisor Consultant Associate Neuberger Berman Group LLCAdvisor Consultant AssociateNew York, NYReporting to the National Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultants (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within the Midwest and West regions. An 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.
Senior Software Engineer, Full Stack Coinbase Advisor - Agentic Trading Coinbase Global IncSenior Software Engineer, Full Stack Coinbase Advisor - Agentic TradingNY$186,065–$218,900 / yearCoinbase Advisor is the world''s first RIA-licensed agentic trading system: an AI advisor living inside the Coinbase app that holds a natural conversation about a user''s portfolio, gives personalized financial advice, and executes trades on their behalf. What you''ll do: Own the frontend for Coinbase Advisor end to end across React Native mobile and web, including the agentic chat interface, our Strategies experience, and every entry point that brings users into it.
Financial Advisor Ameriprise FinancialFinancial AdvisorNew York, NY$55,250–$66,300 / yearProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
VP, Executive Management Advisor Trinity Life SciencesVP, Executive Management AdvisorAlabama, ALTrinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.
VP, Commercial Operations Executive Management Advisor Trinity Life SciencesVP, Commercial Operations Executive Management AdvisorNew York, NY$200,000–$240,000 / yearVP, Commercial Operations Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions. You will be a TGaS business unit liaison with broader Trinity Life Sciences Account Leads and Team to assist in building relationships, forming strategic partnerships to identify business opportunities for Trinity Life Sciences offerings.
J.P. Morgan Advisors - Senior Client Associate JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client AssociateNew York, NYFull timeProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Lead Advisor Transcend Practice ManagementLead AdvisorNew York City, NY$200,000–$250,000 / yearYou will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance.
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.
NewService Advisor/Writer Heavy Duty Bison Fleet SpecialistsService Advisor/Writer Heavy DutyBuffalo, New York$1,200–$1,600If you're an experienced Service Advisor who enjoys working with commercial trucks, diesel equipment, and professional fleet customers, we'd like to hear from you. Earn additional income through a team-focused bonus program built around productivity, profitability, and delivering an outstanding customer experience.
Senior Talent Partner (Advisor Practice) Farther FinanceSenior Talent Partner (Advisor Practice)Hybrid - New York, NYYou'll work directly with Advisor Principals u0026amp; Team Leads to understand their business, translate hiring needs into search strategies, and close the kind of hires that move the needle on AUM and team growth.u003c/pu003enu003cpu003eu003cstrongu003eYour u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eFarther's Advisor network is scaling fast, and this role sits at the center of it.
Wealth Advisor (Upstate New York) Mercer AdvisorsWealth Advisor (Upstate New York)Rochester, New York$85,000–$145,000 / yearAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Merrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed)- Midtown Manhattan MarketNew YorkKey responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor Registration Candidate- NW Snohomish Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- NW Snohomish MarketMount Vernon, New YorkUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
Credit Advisor, Global Wealth & Investment Management Bank of AmericaCredit Advisor, Global Wealth & Investment ManagementNew YorkThe Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CA leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment.
NewFinancial Solutions Advisor Registration Candidate - Houston and Bowery Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Houston and Bowery Financial CenterNew YorkOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Asset & Wealth Management, Partner Family Office Advisor, Vice President- New York The Goldman Sachs Group IncAsset & Wealth Management, Partner Family Office Advisor, Vice President- New YorkNew York, NY$115,000–$270,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. The New Private Wealth Advisor (NPWA) Development Framework allows new advisors to work as part of a team to gain a comprehensive level of general knowledge and to acquire specialized expertise within the team.