Financial Wealth Advisor Advisory Team Farther Finance Advisors LLCFinancial Wealth Advisor Advisory TeamNY$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what theyve already built - serving the clients and categories that suit them best, whether thats professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
Wealth Business Advisor I Truist Financial CorporationWealth Business Advisor INew York, NY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Senior Financial Planner Focus Financial PartnersSenior Financial PlannerWhite Plains, New York$130,000–$160,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.
Senior Associate, Internal Advisor Consultant Cohen & Steers IncSenior Associate, Internal Advisor ConsultantNew York, NY$80,000–$84,000 / yearPrimary responsibilities are providing support to Regional Consultants in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquiries from financial advisors regarding mutual funds, separately managed accounts, Closed End Funds, private vehicles, and CITs. Job Summary: Provides service to financial advisors in the wirehouse, regional broker-deal, IDB, RIA, bank trust and multifamily office channels throughout the country working in partnership with Regional Consultants to maintain and cultivate relationships.
Wealth Business Advisor I Truist Financial CorpWealth Business Advisor INew York, NY$90,000–$120,000 / yearUtilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA).
Wealth Management Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth Management AdvisorNew York, NY$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor (New York, NY) Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor (New York, NY)New York, NY$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Advisor Consultant Associate Neuberger Berman Group LLCAdvisor Consultant AssociateNew York, NYReporting to the National Sales Manager and serving as a member of the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultants (external wholesaler) to promote and sell Neuberger Berman investment products through financial advisors within the Midwest and West regions. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.
Senior Philanthropic Advisor Columbia UniversitySenior Philanthropic AdvisorNew York, NY$165,000–$180,000 / yearServe as the lead gift planning strategist on principal and complex gift opportunities involving estate gifts, charitable trusts, closely held business interests, real estate, retirement assets, donor advised funds, and other non-cash assets. Reporting to the Executive Director of Gift Planning, the Senior Philanthropic Advisor will have proven experience in technical areas such as estate and wealth planning, tax, illiquid or hard to value assets, complex charitable giving vehicles and structures, and the financial and personal issues affecting wealthy families.
J.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edison / Hillsborough / Somerset - New JerseyEdison, NJUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Montclair / Short Hills - New JerseyNJUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Woodbury, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Woodbury, NYWoodbury, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Paramus / Wayne / Wyckoff - New JerseyParamus, NJUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English Preferred JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wallington / Clifton - New Jersey - Bilingual Polish/English PreferredClifton, NJThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westbury, NYWestbury, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Westchester East JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Westchester EastWhite Plains, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Hicksville, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Hicksville, NYHicksville, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NYRockville Centre, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Parsippany, New Jersey JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Parsippany, New JerseyParsippany, NJUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Wantagh, NY JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wantagh, NYWantagh, NYUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.