1,927 Results for

Financial Advisor Jobs in Trinity, 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.

3 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.

3 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.

3 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.

1 day 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.

3 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.

3 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.

6 days ago

Senior Tax Advisor – In-Store Intuit

Bronx, 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.

2 days ago

In-Store Tax Advisor Intuit

Great Neck, NY

$32.50–$36 / hour

2 days ago

Tax Advisor - In-Store Intuit

Brooklyn, NY

$32.50–$36 / hour

2 days ago

Retail Tax Advisor Intuit

Staten Island, NY

$32.50–$36 / hour

2 days 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.

7 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).

7 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.

24 days ago

Senior Manager, Wealth Advisor Charles Schwab

Stamford, CT

Time Management:Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience:Demonstratedability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.

24 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.

8 days ago

Director of Financial & Planning Analysis Vaco LLC

New York, NY

$60–$68 / hour

7 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.

3 days 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.

3 days ago

Director, Financial Management (FP&A)- Card Discover Financial Services

New York, NY

$187,300–$213,700 / year

You will work directly with the Card Business Leadership Team, the Card Finance Leadership Team, and key senior leaders across various Finance disciplines, including Corporate Planning, Accounting, Balance Sheet & Capital Planning, and Corporate Development. We want leaders with the ability to build collaborative partnerships across a broad set of stakeholders, who hold exceptional problem-solving abilities in undefined and complex situations, and are excited about working with a robust stakeholder team.

11 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

Senior Tax Advisor – In-Store Intuit

In-Store Tax Advisor Intuit

Tax Advisor - In-Store Intuit

Retail Tax Advisor Intuit

Senior Privacy Advisor Kforce Inc.

Mortgage Advisor-CGS Weichert, Realtors

Wealth Advisor Charles Schwab

Senior Manager, Wealth Advisor Charles Schwab

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

Director, Financial Management (FP&A)- Card Discover Financial Services

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