Digital Solutions Advisor - New York City Metropolitan Area

This is a full-time, on-site role for a Wealth Management Advisor based in the New York City Metropolitan & Connecticut Area. The Wealth Management Advisor will provide personalized financial and retirement planning. · ...

This position involves providing service to financial advisors in the Enterprise RIA, bank trust, and multifamily office channels throughout the country. The primary responsibilities include supporting Enterprise Consultants in developing new business, maintaining existing relati ...

We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. · ...

We are partnering with a growing financial institution to hire a Senior Private Wealth Advisor to support and expand an affluent client base through a relationship-led, · planning-focused advisory model. · Serve as the primary advisor for an affluent client base (generally $3–20M ...

This is a volunteer, remote role for Vice Chair of the Board of Advisors for Community Partners/RCM after school in Harlem. · Supporting the Chair · Providing strategic input and guidance to the organization · Fundraising · ...

'Top international law firm seeks CRM Senior Business Development Advisor. Position involves: Working with law firm Business Development leadership and Attorneys to devise CRM solutions to support practice. Marrying sales and technology. Consultant and facilitator of conversation ...

This is a remote role for a Member of the Board of Advisors at Samim Capital. · The advisor will leverage their expertise to provide strategic guidance on firm positioning, · capital markets strategy and business development priorities. · Closing collaboration with the founder an ...

We are growing and seeking a Compliance Associate who wants meaningful client exposure, accelerated learning, and a defined path for advancement. · ...

Rose & Company is a leading independent capital markets advisory firm seeking a senior communications advisor for global mining and materials clients. · 5+ years in corporate communications or investor relations. · ...

Overview · A nationally recognized accounting and advisory firm is seeking a seasoned · Tax Partner · to lead and expand its · high-net-worth private client practice · . This individual will oversee tax strategy, compliance, and advisory services for ultra-high-net-worth individu ...

As a financial advisor with Edward Jones, you'll develop and grow your own practice, · supported by branch associates, · a home-office team and other regional financial advisors. · ...

Our Client designs, distributes, issues, administers, and services annuity and related product solutions for individual consumers and institutions worldwide. · ...

We are looking for an IT Product Development Specialist to drive the development and delivery of cutting-edge IT products aligned with our business goals. · ...

We are looking for an IT Product Specialist (Salesforce) to drive the development and delivery of cutting-edge IT products aligned with our business goals. Collaborating across teams, you'll help shape products that enhance user experience and support our mission. · ...

Company Description · Emerytus Advisors, LLC, partners with public, private, and sponsor-backed companies to build robust financial infrastructure, enabling them to grow, scale, and handle complex challenges confidently. Founded by former Big 4 partners and FASB leaders, the firm ...

We are looking for a Human Resources Business Partner to join our team in Manhattan. This role is ideal for someone who thrives as a trusted advisor and brings a strong point of view on talent, performance, and organizational effectiveness. · Partner closely with business leaders ...

This is a full-time hybrid role for an Financial Advisor/Planner, Securities Broker located in anywhere in country though our home office is in greater New York. · ...

Wealth Management Platforms manages industry-leading platforms, across all WM channels and client segments, · to provide a unified digital experience, unlock growth, · and deliver efficiencies for Advisors, · Clients, and Institutions. The Field Experience & Platforms Team is res ...

My direct client is looking for a senior Client Partner – Banking & Capital Markets to own and grow strategic relationships with large U.S. banking clients. · ...

+The Senior Business Analyst partners directly with life insurance clients and internal technical teams to deliver data-driven analytics solutions. · ...