UNKNOWN

FEED

YEAR

Willing to study for the Series 65 on-site at our Garden City office (900 Stewart Ave, Suite 202) for about two months, unpaid, with no firm work before hire. Commission means a share of the advisory fees from the client relationships you serve, paid under a written commission plan.

SimpleMANAGE

Wealth Advisor (Series 65 sponsorship, eligible for hire once licensed)

Workable

HOUR

Wealth Advisor (Series 65 Sponsorship, Eligible For Hire Once Licensed)

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As Range's Head of Quantitative Research, you will own the research and modeling behind how every member's portfolio gets built, rebalanced, and managed for taxes, from the models under our portfolio construction to the rules that make tax-loss harvesting and direct indexing work at scale. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.

Range

Head of Quantitative Research

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ADAPTED_NOW

This role requires an experienced professional with deep expertise overseeing end-to-end client onboarding functions for broker dealers, fintechs, wealth management firms, asset managers, RIAs within the financial services industry. Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.

Apex Clearing Corporation

Director, Client Delivery

Ivy Exec

This is an opportunity for a seasoned Trust & Estate professional to take on a meaningful leadership role while continuing to work directly with sophisticated high-net-worth individuals, families, trusts, and estates. The position combines advanced tax planning, client advisory, technical leadership, and team development , with the opportunity to help shape and grow the practice.

Spartan Placements

Tax Director- Trust & Estates

One or more of the following valuation credentials strongly preferred CVA (Certified Valuation Analyst), ABV (Accredited in Business Valuation), ASA (Accredited Senior Appraiser), or CFA (Chartered Financial Analyst). Work with our product and engineering teams to refine our solutions to meet the valuation, business analysis and strategic guidance needs of small to medium sized business owners.

Brillian

Manager, Valuation & Advisory

As part of this role, you will: Lead high-impact, cross-functional, customer facing projects that touch Treasury engineering, operations, compliance, banking, and risk teams. The ideal candidate for the role: Has 5+ years of professional full stack software engineering experience building and operating backend systems to customer facing experiences.

Mercury Technologies Inc

Senior Software Engineer - Treasury

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Our 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

Morgan Stanley

Registered Client Service Associate

Client Service Associate

Our 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

Job Posting Title Client Service Associate (Bilingual English/Spanish)

Our 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. ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Portfolio Associate

Our 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. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Client Relationship Analyst

Our 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. • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

Registered Client Service associate

Our 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

International Registered CSA

Client Service Associate (Bilingual English/Portuguese)

Role Summary: We are growing our Vialto Private practice and seeking an experienced Director to advise globally mobile high-net-worth individuals (HNWIs) on complex U.S. and international tax matters. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients.

Vialto Partners

Vialto Private Tax - Director

Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together. Backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup.

Investment Operations Specialist

You'll report to the Head of Investment Operations, work directly with members and our Certified Financial Planners, and act as second approver on work performed by Associates and Specialists—so you're not just spotting friction, you're the one signing off that a fix is sound before it ships. Our team owns the full operational lifecycle of a member's investment accounts—from the moment an application is submitted, through funding and investing, into ongoing rebalancing, and across every dollar that moves in or out along the way.

Investment Operations Lead

Backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. You'll report to the Head of Investment Operations on a small team where individual contribution is highly visible, and you'll sit close enough to members and our Certified Financial Planners to see exactly where our process is slower or more manual than it should be.

Investment Operations Associate

Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading FinTech brands and general tools like Google and Outlook.

Wealth Management Advisor Jobs in New York

Wealth Advisor (Series 65 sponsorship, eligible for hire once licensed) SimpleMANAGE

Wealth Advisor (Series 65 Sponsorship, Eligible For Hire Once Licensed) SimpleMANAGE

Head of Quantitative Research Range

Director, Client Delivery Apex Clearing Corporation

Tax Director- Trust & Estates Spartan Placements

Manager, Valuation & Advisory Brillian

Senior Software Engineer - Treasury Mercury Technologies Inc

Registered Client Service Associate Morgan Stanley

Client Service Associate Morgan Stanley

Job Posting Title Client Service Associate (Bilingual English/Spanish) Morgan Stanley

Portfolio Associate Morgan Stanley

Client Relationship Analyst Morgan Stanley

Registered Client Service associate Morgan Stanley

International Registered CSA Morgan Stanley

Client Service Associate (Bilingual English/Portuguese) Morgan Stanley

Vialto Private Tax - Director Vialto Partners

Investment Operations Specialist Range

Investment Operations Lead Range

Investment Operations Associate Range

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