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Financial Advisor Jobs in Bayside, NY

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Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
Quick Apply

Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

6 days ago

CFO Jobot

Oyster Bay, NY

$275,000–$330,000 / year
Quick Apply

The ideal candidate brings a combination of construction, real estate, development, and property management expertise, coupled with the executive presence to guide financial strategy, optimize portfolio performance, and support acquisition and development activities. This executive will serve as a strategic partner to ownership and senior leadership, overseeing all aspects of financial management, capital planning, real estate accounting, development finance, and long-term growth initiatives.

6 days ago

Tax Advisor - In-Store Intuit

Stamford, CT

$32.50–$36 / hour

Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.

2 days ago

In-Store Tax Advisor Intuit

Jersey City, NJ

$32.50–$36 / hour

2 days ago

Senior Tax Advisor – In-Store Intuit

Stamford, CT

$32.50–$36 / hour

2 days ago

Senior Financial Analysis Lead Vaco LLC

New York, NY

$65–$75 / hour

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. The ideal candidate is an analytical, solutions-oriented finance professional who thrives in a fast-paced environment, excels at translating complex financial data into actionable insights, and fosters a collaborative partnership culture across the organization.

Today

Director of Financial & Planning Analysis Vaco LLC

New York, NY

$60–$68 / hour

14 days ago

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

New York, NY

$120,000–$140,000 / year
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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.

1 day ago

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

New York, NY

$200,000–$260,000 / year
Quick Apply

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.

6 days ago

Private Client Relationship Manager Citizens

New York, NY

$83,000–$104,000 / year

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.

2 days ago

Trust & Estates Associate Jobot

Greenwich, CT

$150,000–$200,000 / year
Quick Apply

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. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.

6 days ago

Entry-Level Financial Specialist New York Life-NJ General Office

Newark, NJ

$60,000–$90,000 / year
Quick Apply

Act as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects. Our company, with its rich 180+ year history and a reputation for excellence, offers a supportive environment where you can grow your career while making a real difference in people's lives.

Today

Paralegal Reed Smith US

New York, New York

$54.35–$66.67
Full time

Under general supervision and in alignment with established policies and procedures, the Trusts & Estates Paralegal provides legal and general support to the firm's attorneys and clients. Ability to sit or stand for extended periods and perform tasks requiring prolonged use of hands, fingers, and wrists, including extensive computer use.

30+ days ago

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Melville, NY

$60,000–$100,000 / year
Quick Apply

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.

5 days ago

Restaurant Manager (Hourly Manager) Raising Cane's

Commack, NY

$22.75–$23.50 / hour
Full time
Quick Apply

It also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.

1 day ago

Restaurant Zone Manager (Hourly Manager) Raising Cane's

Commack, NY

$20.25–$21 / hour
Full time
Quick Apply

3 days ago

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

New York, NY

$140,000–$200,000 / year

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

30+ days ago

CFO - New York, NY Page Group

New York, NY

$300,000–$350,000 / year
Full time

The Chief Financial Officer will lead all financial operations, strategic planning, reporting, treasury, tax, capital markets, and risk management activities, while serving as a key advisor to the CEO and Board on financial and business matters. The firm invests across a range of property sectors and alternative asset classes and is known for its long-term investment philosophy, strong institutional partnerships, and continued expansion within key global markets.

15 days ago

Merrill Advisor Development Program - Financial Advisor- Partially Registered: SD Financial Market Bank of America Corp

New York, NY

$38.46–$43.27 / hour

Job expectations 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.

19 days ago

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Financial Advisor Jobs in Bayside, NY

Senior Financial Advisor / Private Wealth Advisor Jobot

CFO Jobot

Tax Advisor - In-Store Intuit

In-Store Tax Advisor Intuit

Senior Tax Advisor – In-Store Intuit

Senior Financial Analysis Lead Vaco LLC

Director of Financial & Planning Analysis Vaco LLC

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

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

Private Client Relationship Manager Citizens

Trust & Estates Associate Jobot

Entry-Level Financial Specialist New York Life-NJ General Office

Paralegal Reed Smith US

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Restaurant Manager (Hourly Manager) Raising Cane's

Restaurant Zone Manager (Hourly Manager) Raising Cane's

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

CFO - New York, NY Page Group

Merrill Advisor Development Program - Financial Advisor- Partially Registered: SD Financial Market Bank of America Corp

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