1,989 Results for

Financial Advisor Jobs in Bowling Green, NY

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Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
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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.

8 days ago

Financial Planner Jobot

Madison, NJ

$150,000–$180,000 / year
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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. Comfort working independently, navigating evolving priorities, and balancing technical rigor with a thoughtful client experience.

1 day ago

Wealth Advisor Jobot

Madison, NJ

$125,000–$150,000 / year
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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. You’ll serve as the primary advisor for an assigned group of client relationships with up to $3 million in assets, delivering thoughtful advice, proactive communication, and consistent follow-through.

1 day ago

CFO Jobot

Oyster Bay, NY

$275,000–$330,000 / year
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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

Financial Services Litigation Partner Jobot

New York, NY

Remote

$200,000–$350,000 / year
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Its growing Financial Services and Institutions practice counsels and defends broker-dealers, registered investment advisors, insurance agents, and other financial services firms and professionals in FINRA, AAA, and other arbitrations, in state and federal courts, and in regulatory examinations and proceedings. 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.

8 days ago

Director of Financial & Planning Analysis Vaco LLC

New York, NY

$60–$68 / 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.

12 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.

8 days ago

Mobility Advisor III - Home Sale (Hybrid role) Weichert, Realtors

Parsippany, NJ

$55,000–$75,000 / year

Coordinates services delivered by Weichert Affiliates and external suppliers, including appraisal management, mortgage services, home inspections, move management, temporary living, destination service providers, language training, visa and immigration support, spousal/family counseling, etc. This role primarily provides advanced guidance throughout the home sale and home finding processes, ensures policy compliance, manages complex transactions, and partners with clients, brokers, and suppliers to drive successful outcomes.

11 days ago

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

New York, NY

$200,000–$260,000 / year
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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.

8 days ago

Associate Financial Planner New York Life - Uniondale

Uniondale, NY

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Qualifications: Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

5 days ago

Trust & Estates Associate Jobot

Greenwich, CT

$150,000–$200,000 / year
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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.

8 days ago

Estate Planning Attorney Jobot

Roseland, NJ

$145,000–$185,000 / 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. Advise clients on asset protection and wealth preservation planning, including strategies for business succession, charitable giving, and intergenerational wealth transfers.

Today

Tax Manager - High Net Worth (Hybrid or Remote) Jobot

New York, NY

Remote

$130,000–$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. Its clients range from start-ups to companies with revenues in the hundreds of millions, and the firm is often the trusted advisor to owners and executives on personal, financial, and wealth transfer planning as well as major business transitions.

8 days ago

Financial Advisor New York Life - Uniondale

Uniondale, NY

Quick Apply

Willingness to learn about investments, investment programs, and the language used to approach clients and prospects when discussing these services. We want to add a motivated and personable new employee to our insurance and investment agent team who is seeking a new learning opportunity with lots of room for growth.

3 days ago

Head of Managed Accounts and Model Portfolio Delivery - Senior Vice President iCapital

New York, NY

$210,000–$260,000 / year

This is a senior leadership role requiring deep expertise across portfolio implementation, advisory platform capabilities, product development, defining technology requirements, regulatory frameworks, and partnerships with third-party service providers (custodians, UMA vendors, etc.). Partner with iCapital’s Research, Technology and Platform teams to develop framework to make models and managed accounts available in various structures, including hosting on third-party platforms and portfolio management systems.

9 days ago

Mortgage Advisor-CGS Weichert, Realtors

Morris Plains, NJ

The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).

12 days ago

Wealth Advisor Charles Schwab

Stamford, CT

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.

29 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.

1 day ago

Senior Financial Analysis Lead Vaco LLC

New York, NY

$65–$75 / hour

1 day ago

Director, Cross-Channel Activation New York Life Insurance Company

New York, NY

$137,000–$190,000 / year

This leader will translate annual and quarterly priorities into clear activation plans, manage campaign sequencing and dependencies, coordinate agency and internal partners, and ensure campaigns are delivered with disciplined governance, consistent brand expression, and measurable outcomes. This role connects business priorities, brand narratives, investment insights, and audience needs into coordinated channel plans that deepen engagement with financial advisors, institutional investors, clients, prospects, and boutique audiences.

9 days ago

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Financial Advisor Jobs in Bowling Green, NY

Senior Financial Advisor / Private Wealth Advisor Jobot

Financial Planner Jobot

Wealth Advisor Jobot

CFO Jobot

Financial Services Litigation Partner Jobot

Director of Financial & Planning Analysis Vaco LLC

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

Mobility Advisor III - Home Sale (Hybrid role) Weichert, Realtors

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

Associate Financial Planner New York Life - Uniondale

Trust & Estates Associate Jobot

Estate Planning Attorney Jobot

Tax Manager - High Net Worth (Hybrid or Remote) Jobot

Financial Advisor New York Life - Uniondale

Head of Managed Accounts and Model Portfolio Delivery - Senior Vice President iCapital

Mortgage Advisor-CGS Weichert, Realtors

Wealth Advisor Charles Schwab

Private Client Relationship Manager Citizens

Senior Financial Analysis Lead Vaco LLC

Director, Cross-Channel Activation New York Life Insurance Company

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