Personal Financial Planner New York Life - UniondalePersonal Financial PlannerUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewController - Financial Services JobotController - Financial ServicesNew York, NY$200,000–$225,000 / yearInformation 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. We are partnering with a rapidly growing, institutionally backed financial services firm focused on lending and credit solutions to hire a Controller to lead all core accounting operations.
Managing Director, Capital Advisors - Investment Banking bdo consultingManaging Director, Capital Advisors - Investment BankingStamford, CT$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
NewPhysician Advisor, Quality Utilization Management UPMC Southwestern PAPhysician Advisor, Quality Utilization ManagementBrentwood, NYPhysician Advisor, Quality Utilization Management The Physician Advisor, Utilization Management (UM), provides clinical and management guidance to enhance process improvement and resource management at the hospital level. Licensure / Certification: Medical license in the state of PA / license eligibility Board certified Preferred / Desired: Membership in American College of Physician Advisors Prior UR committee participation Prior physician advisor experience.
Transaction Advisor – Renewable Energy Tax Credits Gables Search GroupTransaction Advisor – Renewable Energy Tax CreditsNew York, NY$90,000–$125,000 / year2–6 years of client-facing experience in structured finance, capital markets, accounting, or advisory (Big 4 or sell-side experience strongly preferred). The ideal candidate will be a commercially driven professional with strong financial acumen and the hunger to scale a platform that closed significant tax credit transaction volumes to date.
Assurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
NewFinancial Crimes Compliance Manager - Vice President iCapitalFinancial Crimes Compliance Manager - Vice PresidentGreenwich, CT$150,000–$175,000 / yearEmployees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). 10-15 years of experience, preferably with financial institution, broker dealer and registered investment adviser experience focusing primarily on AML, CFT and Sanctions compliance.
NewSales Advisor - Sony ActionLinkSales Advisor - SonyHARTSDALE, NY$19–$21If you enjoy engaging customers, demonstrating innovative technology, and delivering results, this is your opportunity to represent a global leader in entertainment and home cinema solutions. Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology.
NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin 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.
CFO Business Partnering & Controls AVP BarclaysCFO Business Partnering & Controls AVPNew York, NYTo be successful as a CFO Business Partnering & Controls AVP, you should have: Stakeholder Engagement & Communication, with the ability to collaborate with senior stakeholders, tailor messages to different audiences, and influence outcomes in a dynamic environment. To provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'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.
Paralegal Reed Smith USParalegalNew York, New York$54.35–$66.67Full timeUnder general supervision and in alignment with established policies and procedures, the Trusts & Estates Paralegal provides legal and general support to the firm's attorneys and clients. Ability to sit or stand for extended periods and perform tasks requiring prolonged use of hands, fingers, and wrists, including extensive computer use.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewTrust & Estates Associate JobotTrust & Estates AssociateGreenwich, CT$150,000–$200,000 / yearInformation 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.
NewRestructuring & Leveraged Finance Associate JobotRestructuring & Leveraged Finance AssociateNew York, NY$225,000–$425,000 / yearThe ideal candidate will have experience in leveraged finance, restructuring, or a combination of both, and will play a key role advising private equity sponsors, lenders, and corporate clients on a broad range of financing and distressed transactions. 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.
NewCharitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLStamford, CT$200,000–$300,000 / yearInformation 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. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.
NewStructured Investments Product Manager - Vice President iCapitalStructured Investments Product Manager - Vice PresidentNew York, NY$150,000–$200,000 / yearEngage with wealth management firms, financial advisors, structured investments issuers, wholesalers, and internal stakeholders to identify market opportunities and propose innovative solutions to address unmet needs in the structured investments industry. This position owns key areas of the platform from conception through launch and iteration, including identifying unmet needs, defining requirements, and partnering with engineering and business stakeholders to execute across multiple initiatives.
NewProduct Manager, Structured Investments - Assistant Vice President / Vice President iCapitalProduct Manager, Structured Investments - Assistant Vice President / Vice PresidentNew York, NY$130,000–$190,000 / yearEngage with wealth management firms, financial advisors, structured investments issuers, wholesalers, and internal stakeholders to identify market opportunities and propose innovative solutions to address unmet needs in the structured investments industry. This position owns key areas of the platform from conception through launch and iteration, including identifying unmet needs, defining requirements, and partnering with engineering and business stakeholders to execute across multiple initiatives.
NewHead of Managed Accounts and Model Portfolio Delivery - Senior Vice President iCapitalHead of Managed Accounts and Model Portfolio Delivery - Senior Vice PresidentGreenwich, CT$210,000–$260,000 / yearThis 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.
NewQuant Engineer - Vice President iCapitalQuant Engineer - Vice PresidentNew York, NY$180,000–$210,000 / yearThe Quant Developers have a core mission of developing robust and scalable quantitative models to deliver portfolio risk analytics capabilities as part of the firm’s commercial technology platform for financial advisors and asset managers. This role will implement statistical, machine learning, and quantitative financial models, applied to a combination of proprietary, public, and third-party data, to deliver analytics for multi-asset portfolios including alternative assets.
Fast Track Insurance Partner New York Life - Nassau County General OfficeFast Track Insurance PartnerUniondale, NYNew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingNew York, NYThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Assistant Vice President, Venture Banking StifelAssistant Vice President, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Restructuring & Bankruptcy Paralegal Gables Search GroupRestructuring & Bankruptcy ParalegalNew York, NY$82,000–$130,000 / yearThis role involves managing large-scale case administration, court filings, claims analysis, due diligence, and coordination with clients, creditors, financial advisors, and court personnel in high-profile domestic and cross-border restructuring engagements. The Restructuring & Bankruptcy Paralegal provides comprehensive support to attorneys in complex Chapter 11 reorganizations, out-of-court restructurings, distressed transactions, and bankruptcy litigation matters.
Senior Restructuring & Bankruptcy Paralegal Gables Search GroupSenior Restructuring & Bankruptcy ParalegalNew York, NY$80,000–$130,000 / yearDraft, revise, proofread, and file bankruptcy-related documents, including: First-Day Motions/Fee Applications/Notices and Affidavits/Proofs of Claim/Reaffirmation Agreements/Disclosure Statements/Plans of Reorganization/Monthly Operating Reports/Rule 2004 Motions and Related Filings. This position will work closely with attorneys on complex Chapter 11 reorganizations, out-of-court restructurings, distressed acquisitions, cross-border insolvencies, and bankruptcy litigation matters involving debtors, creditors, lenders, committees, trustees, and other stakeholders.
Elder Care & Estate Planning Attorney Gables Search GroupElder Care & Estate Planning AttorneyMelville, NY$135,000–$150,000 / yearThe ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives.
Estate Administration Attorney Gables Search GroupEstate Administration AttorneyMelville, NY$125,000–$150,000 / yearThe ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives.
NewFull Stack Developer AxelonFull Stack DeveloperJersey City, NJ$81–$85 / hour6-8 years of expertise in application design and development using technologies and frameworks such as Spring, Spring Boot, Java, Hibernate. Partner with multiple management teams to ensure appropriate integration of functions to meet goals and identify system enhancements for new products and process improvements.
CUNY LEADS Advisor (Student LEADS Support Specialist) LaGuardia Community CollegeCUNY LEADS Advisor (Student LEADS Support Specialist)Queens, NY$57,252–$82,663 / yearFull timeLaGuardia ranked fifth among U.S. community colleges in economic mobility – moving low-income students into the middle class and beyond – in studies by Stanford University (2017) and the Brookings Institution (2020). Under the supervision of the Director of the Office of Accessibility, the successful candidate will be responsible for the following in addition to the overview duties: Assists with planning and providing a comprehensive program of services for students with disabilities.
NewMerrill Advisor Development Program - Financial Advisor: SD Financial Center Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: SD Financial Center MarketBrooklyn, New 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 Northwestern MutualFinancial AdvisorWestport, Connecticut$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorDeer Park, NY$100,000–$150,000 / yearOur Long Island office in New York is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the clients expectations. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Financial Advisor Masterworks LLCFinancial AdvisorNew York, NY$80,000–$125,000 / yearA core part of our business is events, and we are looking for polished, finance-minded communicators to lead guided museum tours with a focus on prices and trends in the art market to prospective investors at local museums, galleries, and other art-related spaces. You'll spend up to your first year building in-person client experience through our investor events program while working toward a Series 65 license, with the goal of transitioning into a book-building Financial Advisor role with Masterworks Advisers.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMineola, NY$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - NJ, Secaucus (3857)Secaucus, NJ$250–$1,000Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. ''311033'',''true'',''311033'',''false'',''Submission for the position: Entry Level - Financial Advisor - NJ, Secaucus (3857) - (Job Number: 190009DK)'',''false'',''311033'',''false'',''true'',''Entry Level - Financial Advisor - NJ, Secaucus (3857)'',''190009DK'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorNYFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Senior Financial Advisor Art Gallery Masterworks LLCSenior Financial Advisor Art GalleryNY$150,000–$200,000 / yearAs a Senior Financial Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.
NewMerrill Advisor Development Program - Financial Advisor: Park Ave Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Park Ave MarketNew York, NY$80,000–$90,000 / yearOur 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. 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 Share: Save job Job saved.
NewMerrill Advisor Development Program - Financial Advisor: 5th Ave Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: 5th Ave MarketNew York, NY$80,000–$90,000 / yearOur 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. 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 Share: Save job Job saved.
NewMerrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Midtown Manhattan MarketWhite Plains, NY$80,000–$90,000 / yearOur 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. 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 Share: Save job Job saved.
NewMerrill Advisor Development Program - Financial Advisor: Western Long Island Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Western Long Island MarketGarden City, NY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Garden City, New York; Lynbrook, New York; Forest Hills, New York; Great Neck, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Paramus & Associates MarketParamus, NJ$80,000–$90,000 / yearWe 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 New York pay and benefits information New York pay range: $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. Back to search results Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Paramus, New Jersey; Fort Lee, New Jersey; West Nyack, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Long Island East Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Long Island East MarketMelville, NY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Long Island East Market Melville, New York; Smithtown, New York; Southampton, New York; Riverhead, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. 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.
Financial Advisor and Portfolio Management Avery Partners, LLCFinancial Advisor and Portfolio ManagementNY$80,000–$120,000 / yearSince 2000, the firm has delivered exceptional financial planning and wealth management services to high-net-worth clients nationwide, grounded in the values of honesty, integrity, empathy, professionalism, and proactive communication. Reporting directly to the Chief Investment Officer, this individual will play a pivotal role in investment research, portfolio construction, and client engagement, while also supporting business development initiatives.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral 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.
Aspiring Financial Advisor Strategies for WealthAspiring Financial AdvisorRye Brook, NY$100,000–$150,000 / yearAt Strategies for Wealth , we specialize in helping driven professionals transition into financialservices - and build careers that compound over time , financially and personally. Strategies for Wealth is one of the most successful firms in the Guardian Wealth Network, with flagship offices in New York City and Westchester County.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral 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. Please review the following job description: 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.
NewFinancial Advisor (Multiple Levels)- Greenpoint, Brooklyn TD BankFinancial Advisor (Multiple Levels)- Greenpoint, BrooklynBrooklyn, 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.
Financial Advisor (Multiple Levels)-East Northport, Long Island TD BankFinancial Advisor (Multiple Levels)-East Northport, Long IslandEast Northport, 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.
Financial Advisor MasterworksFinancial AdvisorNew York, NY$80,000–$125,000 / yearA core part of our business is events, and we are looking for polished, finance-minded communicators to lead guided museum tours with a focus on prices and trends in the art market to prospective investors at local museums, galleries, and other art-related spaces. You'll spend up to your first year building in-person client experience through our investor events program while working toward a Series 65 license, with the goal of transitioning into a book-building Financial Advisor role with Masterworks Advisers.