1,276 Results for

Wealth Advisor Jobs in New York, NY

Jobs

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

New York, NY

$200,000–$260,000 / year

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

4 days ago

Managing Director, Capital Advisors - Investment Banking bdo consulting

Stamford, CT

$250,000–$350,000 / year

Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.

24 days ago

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

New York, NY

$120,000–$140,000 / year

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.

4 days ago

Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapital

New York, NY

$155,000–$175,000 / year

Partner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including: Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans. iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives.

9 days ago

Director of Finance Vaco LLC

New York, NY

$200,000–$230,000 / year

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.

10 days ago

Director of Finance, FP&A Vaco LLC

New York, NY

$170,000–$230,000 / year

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This individual will play a critical role in driving financial insights related to organic growth, M&A activity, profitability, and capital planning while partnering closely with executive leadership and cross-functional stakeholders.

10 days ago

Managing Director, Venture & Growth Stage Lending Stifel

New York, NY

This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

27 days ago

Product Manager, Post-Investments - Vice President iCapital

Greenwich, CT

$170,000–$200,000 / year

You will work in a collaborative, results-driven environment alongside smart, hardworking teammates who are motivated to solve complex, industry-wide challenges. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

9 days ago

Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance Company

New York, NY

$160,000–$228,500 / year

This role will oversee critical capabilities such as Illustrations, Tax, Operational Data Management, and Policy Generation, ensuring they are seamlessly and consistently integrated with core administration, record-keeping, and new business and servicing systems supporting NYL Retail Solutions. The Integrated Solutions Delivery Lead is a key leadership role responsible for managing teams of technology professionals who design, develop, test and deploy a suite of integrated capabilities across Insurance, Annuities, and Wealth Management solutions.

27 days ago

Global Employer Services Managing Director - Actuarial Services bdo consulting

New York, NY

$157,500–$420,000 / year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

24 days ago

Assistant Vice President, Venture Banking Stifel

New York, NY

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

27 days ago

Personal Financial Planner New York Life - Uniondale

Uniondale, NY

Responsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

12 days ago

Entry-Level Insurance Sales Agent New York Life - Nassau County General Office

Uniondale, NY

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

11 days ago

Wealth Advisor, Managing Director BakerAvenue

New York, NY

Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs.

3 days ago

Associate Wealth Advisor Corient

Garden City, New York

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

30+ days ago

Wealth Advisor Ivy Way Placements

Stamford, Connecticut

Remote

Whether you're helping clients plan for retirement, invest wisely, or build generational wealth, you’ll have access to robust tools, an open product platform, and a powerful referral network. If so, we invite you to join a dynamic and growing team that values your expertise, supports your success, and gives you the flexibility to do your best work—from wherever you choose.

30+ days ago

VP/Wealth Advisor AllianceBernstein LP

New York, New York

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.

30+ days ago

Wealth Advisor Corient

Morristown, New Jersey

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Coordinate and lead the delivery of Corient’s full spectrum of client solutions—including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support—to ensure a seamless and holistic client experience.

30+ days ago

Wealth Advisor - Legal Specialty Group SunTrust Investment Services

New York, NY

$225,000–$250,000 / year

Legal Wealth Advisor 3. A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.

3 days ago

Wealth Advisor, Managing Director BakerAvenue Wealth Management

New York, NY

3 days ago

Associate Wealth Advisor Transcend Practice Management

Greenwich, CT

$120,000–$140,000 / year

We help clients make informed financial decisions through comprehensive planning and investment management, working closely with them on retirement planning, investments, cash flow, and long-term financial goals, with an emphasis on practical advice, strong relationships, and a high level of personal service. The Associate Wealth Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation tied to new revenue generation and a potential future path toward equity participation in the firm.

30+ days ago

Sr Wealth Advisor Northern Trust Corp

$189,290–$331,200 / year

Strategic 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.

30+ days ago

Wealth Advisor Northern Trust

New York, NY

$189,290–$331,200 / year

Strategic 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. About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

2 days ago

Wealth Advisor - Legal Specialty Group Truist Financial Corp

New York, NY

$225,000–$250,000 / year

Please review the following job description: A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. 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.

19 days ago

Wealth Advisor - Brooklyn, NY Citizens Careers

Brooklyn, NY

$105,000–$250,000 / year

When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growthBackground CheckAny offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. For an overview of our benefits, visit & Work Schedule* Hours per Week: 40* Work Schedule: M-F (Branch Hours)Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.

3 days ago

Senior Wealth Advisor SAFE Act - Staten Island Citi

New York, NY

As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

3 days ago

Wealth Advisor-New York RK Partners

Westchester, NY

$115,000–$180,000 / year

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.

30+ days ago

Bernstein Wealth Advisor AllianceBernstein Holding LP

Stamford, CT

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.

30+ days ago

VP/Wealth Advisor AllianceBernstein Holding LP

$175,000–$250,000 / year

30+ days ago

Wealth Advisor - Edison, NJ Citizens Financial Group Inc

Edison, NJ

$105,000–$250,000 / year

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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.

3 days ago

Wealth Advisor - Yonkers, NY Citizens Financial Group Inc

Yonkers, NY

$105,000–$250,000 / year

3 days ago

Wealth Advisor - Brooklyn, NY Citizens Financial Group Inc

Brooklyn, NY

$105,000–$250,000 / year

16 days ago

Wealth Advisor - Union Square / East Village, NY Citizens Financial Group Inc

New York, NY

$105,000–$250,000 / year

30+ days ago

Wealth Advisor - Brooklyn, NY Citizens

New York, NY

$105,000–$250,000 / year

When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growthBackground CheckAny offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. For an overview of our benefits, visit & Work ScheduleHours per Week: 40Work Schedule: M-F (Branch Hours)Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.

2 days ago

Wealth Advisor - Brooklyn, NY Citizens Bank

New York, NY

$105,000–$250,000 / year

For an overview of our benefits, & Work ScheduleHours per Week: 40Work Schedule: M-F (Branch Hours)Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.

3 days ago

Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)

$80,000–$95,000 / year

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

30+ days ago

Wealth Advisor - Bay Ridge, Brooklyn Citizens Financial Group Inc

Brooklyn, NY

$105,000–$250,000 / year

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 Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members.

30+ days ago

High Net-worth Wealth Advisor (New York City) Talent Focus Executive Search and Consulting

New York, NY

$125,000–$175,000 / year

Asset & Wealth Management, Private Wealth Management, Equity Structuring, Analyst - New York New York, NY $200,000.00-$250,000.00 1 month agoNew York City Metropolitan Area 2 weeks agoManhattan, NY $34,500.00-$125,000.00 6 days agoAsset & Wealth Management, Client Solutions Group, Platform Development, Associate - New York Asset & Wealth Management-New York- Associate - Finance, Structuring & Execution - 8349929 New York, NY $105,000.00-$122,000.00 1 week agoAsset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York New York, NY $225,000.00-$300,000.00 2 weeks agoAsset & Wealth Management, Market Insights Strategist, Analyst - New York Asset & Wealth Management, Private, Structured Investing, Vice President, New York Manalapan, NJ $210,000.00-$240,000.00 3 weeks agoNew York Life - Management Fast Track Progam Manhattan, NY $60,000.00-$150,000.00 1 week agoAssociate Convertible & Equity Derivatives Advisory New York City Metropolitan Area $100,000.00-$125,000.00 6 days agoNew York, NY $200,000.00-$450,000.00 2 weeks agoConsultant - Director of Family Office (Fractional/Contract Role) Asset & Wealth Management, Securities Based Lending Advisor, Vice President - New York New York, NY $34,000.00-$125,000.00 9 hours agoNew York, NY $110,000.00-$120,000.00 2 weeks agoAsset and Wealth Management Domain Consultant Wealth Management Advisor - Training Provided New York, NY $78,000.00-$105,000.00 6 days agoNew York, NY $75,000.00-$200,000.00 3 weeks agoAssociate Wealth Advisor-Cash Flow modeling New York, NY $100,000.00-$195,000.00 5 days agoWe're unlocking community knowledge in a new way. Seniority level Seniority level Mid-Senior levelEmployment type Employment type Full-timeJob function Job function FinanceIndustries Financial Services, Investment Management, and Capital MarketsReferrals increase your chances of interviewing at Talent Focus Executive Search and Consulting by 2xSign in to set job alerts for “Wealth Management Advisor” roles.

3 days ago

Wealth Advisor - Legal Specialty Group Truist Bank

New York, New York

A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. 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.

19 days ago

Wealth Advisor The-Misch-Group

New York, NY

$90,000–$350,000 / year

Skills, Knowledge and Expertise Ideal candidates often bring the following background:Two to thirty or more years of advisory or wealth management experienceLicenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firmTransferable AUM preferred, although we also support non‑transferable advisors in trust and service rolesExperience with planning, client management and long‑term advisory relationshipsA preference for fee‑only, fee‑based, hybrid, W2 or 1099 models depending on the firmA client focused and planning focused mindsetIf you are not certain which firm type is the best fit, we will walk you through the differences. This role is ideal for advisors who want:A choice between multiple firm typesA confidential and efficient way to explore opportunitiesAccess to firms that do not publicly advertise openingsA fast‑tracked interview process with decision makersGuidance on compensation structures, transitions and platform differencesWe support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.

3 days ago

Wealth Advisor SimpleCITI

Garden City South, NY

We 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.

30+ days ago

Wealth Advisor Aprio

New York, NY

$150,000–$250,000 / year

Aprio, 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.

3 days ago

PWM Private Wealth Advisor U.S. Bancorp

$148,495–$174,700 / year

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

30+ days ago

Asset & Wealth Management, Partner Family Office Advisor, Vice President- New York The Goldman Sachs Group Inc

$115,000–$270,000 / year

Our 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.

30+ days ago

Wealth Advisor (Morristown, NJ) Mercer Advisors

Morristown, New Jersey

Advanced 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.*.

30+ days ago

2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group Asia JPMorgan Chase Bank, N.A.

New York, NY

Full time

As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will work with our teams to understand client needs and examine market activities. Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.

30+ days ago

PWM Private Wealth Advisor U.S. Bank

New York, NY

$148,495–$174,700 / year

2 days ago

2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group JPMorgan Chase Bank, N.A.

New York, NY

Full time

Based in New York City, the team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients. As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Summer Analyst in the Global Families Group, you will work with our teams to understand client needs and examine market activities.

30+ days ago

Financial Wealth Advisor Advisory Team Farther Finance Advisors LLC

$10–$15 / hour

Farther gives experienced advisors a modern platform and genuine support structure to scale what theyve already built - serving the clients and categories that suit them best, whether thats professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.

30+ days ago

Wealth Business Advisor I Truist Financial Corp

New York, NY

$90,000–$120,000 / year

Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).

9 days ago

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Wealth Advisor Jobs in New York, NY

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Managing Director, Capital Advisors - Investment Banking bdo consulting

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President iCapital

Director of Finance Vaco LLC

Director of Finance, FP&A Vaco LLC

Managing Director, Venture & Growth Stage Lending Stifel

Product Manager, Post-Investments - Vice President iCapital

Corporate Vice President - Integrated Solutions Delivery Lead New York Life Insurance Company

Global Employer Services Managing Director - Actuarial Services bdo consulting

Assistant Vice President, Venture Banking Stifel

Personal Financial Planner New York Life - Uniondale

Entry-Level Insurance Sales Agent New York Life - Nassau County General Office

Wealth Advisor, Managing Director BakerAvenue

Associate Wealth Advisor Corient

Wealth Advisor Ivy Way Placements

VP/Wealth Advisor AllianceBernstein LP

Wealth Advisor Corient

Wealth Advisor - Legal Specialty Group SunTrust Investment Services

Wealth Advisor, Managing Director BakerAvenue Wealth Management

Associate Wealth Advisor Transcend Practice Management

Sr Wealth Advisor Northern Trust Corp

Wealth Advisor Northern Trust

Wealth Advisor - Legal Specialty Group Truist Financial Corp

Wealth Advisor - Brooklyn, NY Citizens Careers

Senior Wealth Advisor SAFE Act - Staten Island Citi

Wealth Advisor-New York RK Partners

Bernstein Wealth Advisor AllianceBernstein Holding LP

VP/Wealth Advisor AllianceBernstein Holding LP

Wealth Advisor - Edison, NJ Citizens Financial Group Inc

Wealth Advisor - Yonkers, NY Citizens Financial Group Inc

Wealth Advisor - Brooklyn, NY Citizens Financial Group Inc

Wealth Advisor - Union Square / East Village, NY Citizens Financial Group Inc

Wealth Advisor - Brooklyn, NY Citizens

Wealth Advisor - Brooklyn, NY Citizens Bank

Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)

Wealth Advisor - Bay Ridge, Brooklyn Citizens Financial Group Inc

High Net-worth Wealth Advisor (New York City) Talent Focus Executive Search and Consulting

Wealth Advisor - Legal Specialty Group Truist Bank

Wealth Advisor The-Misch-Group

Wealth Advisor SimpleCITI

Wealth Advisor Aprio

PWM Private Wealth Advisor U.S. Bancorp

Asset & Wealth Management, Partner Family Office Advisor, Vice President- New York The Goldman Sachs Group Inc

Wealth Advisor (Morristown, NJ) Mercer Advisors

2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group Asia JPMorgan Chase Bank, N.A.

PWM Private Wealth Advisor U.S. Bank

2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group JPMorgan Chase Bank, N.A.

Financial Wealth Advisor Advisory Team Farther Finance Advisors LLC

Wealth Business Advisor I Truist Financial Corp

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