Experienced Wealth Management 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. · ...

Join a fast-growing Broker-Dealer with over $100 billion in AUM and help high-quality advisors reach their full potential in a team-friendly environment. · Transition bonus available based on experience and trailing 12* · ...

Wealth Management AdvisorCareer-changers and motivated professionals can apply for a role as Financial Representatives for Northwestern Mutual in the Financial District office. · ...

This is a career shift that could change everything. You can make a career move that may redefine the way you think about work and the legacy you leave. · You will work with individuals, families, and small businesses to help them protect and grow their financial future. The work ...

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

This is a unique client-facing role with a defined path to becoming a Wealth Advisor within an established growth-oriented RIA in the New York City area. · ...

+The Director of Salesforce Transformation will lead the strategic modernization and ongoing evolution of the Salesforce platform across the Wealth Management organization. · +10+ years of experience in Salesforce, CRM, or enterprise platform leadership roles · Strong experience ...

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 ...

A growing private wealth management firm is seeking a Vice President of Marketing & Client Communications to lead firmwide marketing, branding, and communications efforts. · ...

We are working with a growing RIA that is seeking a Director/Managing Director of Investment Operations for traditional and alternative investment platforms that cater to the UHNW community. · ...

We value diversity and inclusivity. · Nurture client relationships through networking events. · ...

We are looking for a business development representative to help grow the business through outbound lead gen and following up on both warm and cold inbounds · We work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-lea ...

We are seeking a detail-oriented and proactive Investment Associate with approximately 1-5 years of experience in private equity fund investments. · Fund Sourcing & Pipeline ListingIDentify prospective general partners (GPs) and their private equity funds for potential investment ...

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

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 ...

The Vice President of Marketing and Client Communications is a strategic leader responsible for elevating the firm's brand, deepening client engagement, and driving growth through integrated marketing and communication strategies. · This role is pivotal in shaping how the firm co ...

We are working with a private, growth-stage financial services company to hire a Director of Sales to lead its B2B revenue function. · ...

The Senior Tax Manager is responsible for all tax planning and compliance at a prominent Multi-Strat Hedge Fund in New York City. · Lead tax consulting calls with external providers. · Evaluate optimal tax structures. · ...

We are seeking an experienced Senior Financial Advisor to lead client relationships, deliver holistic financial planning and investment advice. · ...

The Head of US Tax is responsible for all tax planning structuring and compliance for both the management company and fund functions at a prominent Multi-Strat Hedge Fund in New York City. · Lead tax consulting calls with external providers including staying on top of legislation ...