NewMerrill Advisor Development Program - Financial Advisor: 5th Ave Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: 5th Ave MarketNew YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. 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.
Financial Advisor, Truist Investment Services, New York, NY Truist BankFinancial Advisor, Truist Investment Services, New York, NYNew YorkGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Merrill Advisor Development Program - Financial Advisor: Park Ave Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Park Ave MarketNew YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteNYRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Solutions Advisor -Broadway And 81St Financial Center Bank of AmericaFinancial Solutions Advisor -Broadway And 81St Financial CenterNew YorkKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Manhattan South Market Bank of AmericaFinancial Solutions Advisor - Manhattan South MarketNew YorkUS - NY - New York - 1293 Broadway - HERALD CENTER BRANCH BC (NY5149), US - NY - New York - 186 5th Ave - Flatiron (NY5391), US - NY - New York - 1 Penn Plz - One Penn Plaza (NY5154), US - NY - New York - 260 Greenwich St - GREENWICH & MURRAY BANKING CENTER (NY5188), US - NY - New York - 88 Bowery - Bank of America (NY5379). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeNew YorkKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors Tompkins Financial CorpDirector of Wealth Management Talent Acquisition & Development - Tompkins Financial AdvisorsIthaca, NY$130,000–$150,000 / yearWorking closely with executive leadership and cross-functional partners, the Director develops scalable talent strategies that enhance advisor performance, strengthen organizational capability, and support TFA's long-term growth objectives. Organizational Alignment and Scalability - Establish consistent talent processes, partnerships, and frameworks that support operational efficiency, organizational culture, and sustainable growth across the TFA footprint.
Financial Advisor-Auburndale, NY (Multiple Levels) TD BankFinancial Advisor-Auburndale, NY (Multiple Levels)New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Certified Financial Planner PEAK Technical Services Inc.Certified Financial PlannerCorning, NY$80,000–$130,000 / yearThe role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.
Certified Financial Planner PEAK Technical StaffingCertified Financial PlannerCorning, NYThe role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.
Senior Financial Planner Tompkins Financial AdvisorsSenior Financial PlannerIthaca, New York$110,000–$135,000 / yearFull timeThe Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors – technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations.
Vice President, Financial Planning Director - Northeast Region Morgan StanleyVice President, Financial Planning Director - Northeast RegionNew YorkOur 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. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Senior Financial Planner Tompkins Financial CorpSenior Financial PlannerIthaca, NY$110,000–$135,000 / yearThe Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors - technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations.
Vice President of Administration and Chief Financial Officer (CFO) Suny corning community collegeVice President of Administration and Chief Financial Officer (CFO)Corning, NY$90,385–$120,000 / yearThe Vice President of Administration and CFO serves as the College's Chief Financial Officer, providing leadership and management for all aspects of the College's business, financial and accounting services, student financial aid, and bursar. Prolonged time sitting/standing working with computers and monitors, ability to walk/move across campus including walking up and down stairs, ability to lift up to 20 pounds (occasionally may be more), repeated motions may include keyboard typing.
Wealth Advisor (Connecticut & New York) Mercer AdvisorsWealth Advisor (Connecticut & New York)New YorkOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Financial Planner (New York) Mercer AdvisorsFinancial Planner (New York)New YorkFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Senior Wealth Advisor, UHNW (New York) Mercer AdvisorsSenior Wealth Advisor, UHNW (New York)New YorkThe Senior Wealth Advisor focuses on deepening relationships with an established base of ulta- high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Wealth Advisor - Endicott / Binghamton, NY Citizens Financial Group IncWealth Advisor - Endicott / Binghamton, NYNY$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Advisor Consultant Flock HomesAdvisor ConsultantNew YorkDeliver a credible first conversation: Explain what Flock's product is, which clients it fits, and why advisors are adding it to their toolkit—without a script and with the authenticity that comes from understanding tax-deferred real estate strategies. It's a direct 721 Exchange model designed for everyday owners who want access to continued cashflows, liquidity, and diversification without triggering capital gains, disturbing tenants, or dealing with disposition friction.
Associate Vice President, Focus Team - Wealth Advisor FartherAssociate Vice President, Focus Team - Wealth AdvisorUnited States, NYJoining the Focus Team isn't just joining Farther—it's joining a team within Farther that provides: U nmatched Market Access: We conduct events inside major Fortune 500 companies nationwide. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Business Development Associate / Junior Wealth Advisor The Quest OrganizationBusiness Development Associate / Junior Wealth AdvisorNYWorking alongside experienced advisors, you'll identify new business opportunities, cultivate client relationships, participate in networking and referral initiatives, and support the advisory team in delivering an exceptional client experience. Growing private investment and wealth management firm is seeking an ambitious, relationship-driven professional to help expand its client base while developing into a trusted wealth advisor.
Financial Counselor NY United Health ServicesFinancial CounselorBinghamton, New YorkUnited Health Services (UHS) is a locally owned, not-for-profit healthcare system in New York’s Southern Tier comprising four hospitals, long-term care and home care services, and physician practices in Broome and surrounding counties. Enjoy four-season recreation, affordable living, top-rated schools, minor league sports, craft brews, a close-knit community, and more, all within reach of the Finger Lakes, the Catskills, and major Northeast cities.
Financial Analyst II NY United Health ServicesFinancial Analyst IIVestal, New YorkUnited Health Services (UHS) is a locally owned, not-for-profit healthcare system in New York’s Southern Tier comprising four hospitals, long-term care and home care services, and physician practices in Broome and surrounding counties. Enjoy four-season recreation, affordable living, top-rated schools, minor league sports, craft brews, a close-knit community, and more, all within reach of the Finger Lakes, the Catskills, and major Northeast cities.
Financial Consultant Manning & NapierFinancial ConsultantNew YorkDiscuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IINew YorkKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Private Client Advisor Bank of AmericaPrivate Client AdvisorNew YorkKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Contact Center Advisor - Endwell, NY Visions Federal Credit UnionContact Center Advisor - Endwell, NYEndicott, New YorkYou will assist members with accounts, lending solutions, digital banking services, and financial inquiries while building strong relationships and identifying opportunities to enhance their financial well-being. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.
NewAdvisor Events Services Planner Gainwell Technologies LLCAdvisor Events Services PlannerNY$100,000–$118,000 / yearGainwell Technologies defines "wages" and "wage rates" to include "all forms of pay, including, but not limited to, salary, overtime pay, bonuses, stock, stock options, profit sharing and bonus plans, life insurance, vacation and holiday pay, cleaning or gasoline allowances, hotel accommodations, reimbursement for travel expenses, and benefits. The pay range for this position is $100,000.00 - $118,000.00 per year, however, the base pay offered may vary depending on geographic region, internal equity, job-related knowledge, skills, and experience among other factors.
Wealth Advisor - First Heritage FCU LPL FinancialWealth Advisor - First Heritage FCUCorning, New York$64,350–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Field Talent Advisor BJ's Wholesale Club Holdings IncField Talent AdvisorNYStrategic HR Consulting - Serves as a trusted advisor to Regional Directors and managers in the Field on a wide variety of people-related and organizational topics including succession planning, leader and team member development, performance management, talent and rewards planning. Project Management- Design and implement multiple, concurrent projects working collaboratively with various COE partner teams in support of business & HR objectives that will impact team member experiences, growth, and retention.
ACE Advisor State University of New York College at CortlandACE AdvisorCortland, NYThe University ranks among the top campuses in the nation on Money magazine's "Best Colleges for Your Money List," fields a powerhouse Division III athletics program and boasts an impressive network of alumni making a difference in education, business, government, fitness, medicine and many other fields. Budget Title Academic Advisement Assistant Campus Title ACE Advisor School/Division Academic Affairs, Division of Department Vice Provost's Office Staff Sub-Type Staff & Administration Salary Level SL2 Salary Range $55,000 Salary Determination.
Legal-Business Development Advisor - Key Client Teams - Client Development Links PartnersLegal-Business Development Advisor - Key Client Teams - Client DevelopmentNew YorkThe Advisor should have a track record of managing accounts in a complex selling environment as well as experience navigating in the confines of a partnership—more of a connector (we can’t sell our services without the partners’ input / buy in / involvement). The Client Development Team is responsible for growing the Firm’s key accounts as well as developing and maintaining client development best practices to be shared and leveraged throughout the Firm.
Senior Surety Advisor (Multiple Positions) Marsh McLennanSenior Surety Advisor (Multiple Positions)New YorkCollaborate with senior colleagues and project specialists to identify key decision-makers, assess account needs and underlying risks, and determine the optimal combination of services and products to meet clients’ business objectives and compliance requirements—ultimately driving account expansion. Conduct research and analysis to identify new buyer hubs and new product applications in order to uncover expansion opportunities by aligning internal offerings with market trends, with the goal of institutionalizing accounts within the business.
Senior Financial Analyst Hawkeye Search GroupSenior Financial AnalystNew YorkActing as a trusted advisor to the senior leadership, the Senior Financial Analyst partners cross-functionally with business units, finance, and executive teams to support budgeting, cost management, and strategic initiatives. ROLE SUMMARY: The Senior Financial Analyst plays a critical role in driving financial planning, analysis, and decision support across the organization.
College Persistence Advisor Sponsors for Educational OpportunityCollege Persistence AdvisorNew YorkIn addition to the direct student work, CPAs are expected to manage a variety of administrative tasks, including but not limited to: documentation of advising sessions and outreach, tracking Scholar document submissions, looking at data to analyze engagement trends, and noticing trends across school clusters. Foster rapport with students through consistent and non-judgmental communication in advising sessions, as well as through proactive identification of supports that address the unique needs of first-generation and low-income students.
Real Estate Advisor - East Coast BPReal Estate Advisor - East CoastNew York$75,000–$139,000 / yearIndividuals with an accessibility need may request an adjustment/accommodation related to bp’s recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). The role focuses on executing market and asset plans, including trade area analysis, site performance evaluation, lease negotiations, and oversight of contractual and due diligence activities.
Home Furnishings Sales Advisor Ashley FurnitureHome Furnishings Sales AdvisorNew YorkFactory Direct Enterprises LLC is a leading licensee of Ashley, the number one selling furniture brand in the world and the top retailer of furniture and bedding in the United States. Our Ashley Cares initiatives support our employees and communities, including: • Hope to Dream: A portion of mattress sales funds beds for children in need.
Lead Financial Accounting Analyst GE HealthCare Technologies IncLead Financial Accounting AnalystNY$105,600–$158,400 / yearManaging invoice to receivables process for HTIC's project portfolio, ensuring timely collection of outstanding receivables, and preparing accurate financial reports in compliance with internal & external customer requirements. Analytical & Critical Thinking: Strong ability to interpret financial data, recognize trends, evaluate/resolve issues, and identify causes.
Academic Advisor Yeshiva UniversityAcademic AdvisorNew YorkTheir knowledge of student-facing offices such as Student Finance, Registrar, Student Success, Learning Success Center, Shevet Glaubach Center for Career Strategy, and Counseling Center provides the student with the necessary tools to navigate potential difficulties on the path to success. Our community extends far beyond the classroom, encompassing thousands of students, faculty, staff, and more than 70,000 alumni and supporters worldwide, all working together to build a brighter future.
Senior Client Advisor-FI Bond /Commercial Crime Marsh McLennanSenior Client Advisor-FI Bond /Commercial CrimeNew YorkUtilize deep risk expertise and industry and insurance marketplace knowledge to review exposures and loss experience, developing solutions for complex client needs and identifying opportunities for additional products and services. Build and maintain strong client relationships, overseeing the production and quality of client deliverables and final placements, while engaging in senior-level client interactions and serving as a problem-solving and coverage expert.
Director, Financial Planning & Analysis Mile MarkerDirector, Financial Planning & AnalysisNew YorkPartner with business leads and the finance team to review weekly new business updates and changes to client sales forecasts that impact the revenue forecast. Partner with the VP Finance and CFO to proactively set expectations around financial performance with the executive leadership team and present results through reports, narratives, and presentations.
Chief Financial and Administrative Officer (CFAO) KNM ResourcesChief Financial and Administrative Officer (CFAO)New YorkThe Chief Financial and Administrative Officer is a key member of the firm’s executive leadership team, responsible for the strategic and operational oversight of all administrative functions. This role combines financial leadership with firmwide operational management, ensuring the firm’s financial strength, scalability, and administrative excellence.
Senior Developer Relations Manager – Financial Services, Banking NVIDIASenior Developer Relations Manager – Financial Services, BankingUs, New YorkA minimum of 8+ years of overall professional experience in the technology industry in software engineering, developer relations, technical partnerships, including 5+ years of direct hands-on experience in your designated ecosystem (e.g., Telco, MarTech, etc.). Proven ability to structure and implement complex technical engagements, negotiate requirements, prioritize issues, and collaborate with internal or external stakeholders (across sales, legal, product or marketing teams as needed).
Senior Financial Analyst, Commercial (REMOTE) Revvity IncSenior Financial Analyst, Commercial (REMOTE)NYRemote$79,000–$100,000 / yearAs a trusted advisor to commercial leaders, youll own the full commercial income statement-from forecasting and reporting to deep-dive analysis-while partnering closely with cross-functional teams to shape strategic decisions. Overview: Join Revvity as a USCAN Commercial Senior Financial Analyst and become the strategic finance partner driving commercial success across our Platform and Reagents Segments in North America.
Chief Financial Officer Randall's IslandChief Financial OfficerNew YorkThe CFO will work in close partnership with the President, Chief of Staff and other members of the leadership team, including the Board of Trustees to ensure RIPA’s financial strategy supports capital improvements, athletic fields, programming, community access initiatives and long-term sustainability. Reporting to the President, the CFO will serve as the organization’s senior financial leader and will be responsible for strong fiscal stewardship and for helping shape the financial future of an expanding, mission-driven organization.
Tax Manager- HNW & Financial Services Spartan PlacementsTax Manager- HNW & Financial ServicesNew YorkThis role offers the opportunity to build trusted client relationships, lead a team, and work on sophisticated tax strategies across private equity, hedge funds, and other investment structures. We're looking for an experienced Tax Manager to advise ultra-high-net-worth individuals, families, and investment professionals on complex tax planning and compliance matters.
Lead, Financial Planning & Analysis Success Academy Charter SchoolsLead, Financial Planning & AnalysisNew YorkThis person will translate complex financial data into clear, actionable insights, drive fiscal discipline across schools and network functions, and play a central role in shaping the long-range financial strategy of a rapidly expanding organization. Strategic Partnership: Serve as the senior Finance point of contact for school operations and network functions, partnering with leaders to inform strategic and operational decisions and to drive fiscal responsibility across the organization.
National Workplace Financial Consultant - New York City/Greater NYC Area FidelityNational Workplace Financial Consultant - New York City/Greater NYC AreaNew YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities.
Client Partner - Financial Services Indicium AIClient Partner - Financial ServicesNew YorkExecutive Relationship Management: Establish yourself as a trusted advisor to senior Financial Services executives (C-suite, VPs, and Business Leaders), leveraging deep industry insight to uncover business pain points and position high-impact solutions. While day-to-day project execution is delegated to Consulting Directors, you maintain a strategic ear to the ground, serving as the executive escalation point, ensuring overall delivery excellence, and protecting the long-term health and growth of the client partnership.