1,891 Results for

Financial Advisor Jobs in Trinity, NY

Jobs

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.

2 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.

2 days 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.

2 days 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.

2 days ago

Associate Financial Planner New York Life - Uniondale

Uniondale, NY

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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.

2 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.

2 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.

5 days ago

Retail Tax Advisor Intuit

Queens, NY

$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.

1 day ago

In-Store Tax Advisor Intuit

Garden City, NY

$32.50–$36 / hour

1 day ago

Tax Advisor - In-Store Intuit

New York, NY

$32.50–$36 / hour

1 day ago

Senior Tax Advisor – In-Store Intuit

Garden City, NY

$32.50–$36 / hour

1 day ago

Senior Privacy Advisor Kforce Inc.

New York, NY

$72–$78

Key Responsibilities: Strategic Leadership - Global DLP, Cyber & AI: Serve as a senior privacy advisor across global cybersecurity programs, including DLP, employee monitoring, insider threat, and threat intelligence. The individual will play a critical role in shaping and executing global Data Loss Prevention (DLP), Employee Surveillance, Insider Threat, and Threat Intelligence programs, ensuring privacy, data protection, and AI governance requirements are embedded by design across all regions.

6 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).

6 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.

7 days ago

Director of Financial & Planning Analysis Vaco LLC

New York, NY

$60–$68 / hour

6 days ago

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

New York, NY

$120,000–$140,000 / year
Quick Apply

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.

2 days ago

Sr. Director, Financial Analysis Visa

New York, NY

$203,800–$326,100 / year

The Senior Director, BioCatch FP&A serves as the strategic finance leader for the BioCatch business, partnering closely with BioCatch and Visa leadership to drive financial planning, forecasting, performance management, and long-term value creation. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

3 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.

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.

2 days ago

Sales Advisor - Sony ActionLink

BROOKLYN, NY

$21–$22 / hour

Share your Sony enthusiasm: Delight Best Buy associates and customers with dazzling demos to showcase Sony's innovative technology. Close sales and achieve weekly sales goals: Proactively overcome customer objections like a sales superhero!

16 days ago

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Financial Advisor Jobs in Trinity, NY

Senior Financial Advisor / Private Wealth Advisor Jobot

Financial Planner Jobot

Wealth Advisor Jobot

CFO Jobot

Associate Financial Planner New York Life - Uniondale

Financial Services Litigation Partner Jobot

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

Retail Tax Advisor Intuit

In-Store Tax Advisor Intuit

Tax Advisor - In-Store Intuit

Senior Tax Advisor – In-Store Intuit

Senior Privacy Advisor Kforce Inc.

Mortgage Advisor-CGS Weichert, Realtors

Senior Financial Analysis Lead Vaco LLC

Director of Financial & Planning Analysis Vaco LLC

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

Sr. Director, Financial Analysis Visa

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

Trust & Estates Associate Jobot

Sales Advisor - Sony ActionLink

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