Advisory Program Product Specialist Oppenheimer & Co. Inc.Advisory Program Product SpecialistNew York, NY$70,000–$80,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This role works closely with Financial Advisors, Compliance, Program Administration, and Technology teams to support Financial Advisor Directed and Discretionary Advisory Programs and related business initiatives.
NewRegional Director (Northeast Region) Oppenheimer & Co. Inc.Regional Director (Northeast Region)New York, NY$135,000–$150,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The Regional Director will be responsible for developing and growing advisor relationships across the Northeast region, driving adoption of OAM investment solutions, supporting asset gathering initiatives, and executing regional business development strategies.
Wealth Advisor SimpleCITIWealth AdvisorGarden City South, NYWe currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.
Mutual Fund Services Administration Specialist Oppenheimer & Co. Inc.Mutual Fund Services Administration SpecialistNew York, NY$90,000–$100,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
NewRemote Personal Financial Advisor TuringRemote Personal Financial AdvisorNew York, New YorkRemote$100–$150Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview: In this role, you will work on projects that help fine-tune and evaluate large language models (LLMs) using your financial advisory knowledge and communication skills.
Tax CPA - Wealth Management & Advisory AlphaHireTax CPA - Wealth Management & AdvisoryOradell, NJThis is an excellent opportunity for a client-focused CPA who wants to build long-term expertise in tax planning, wealth management, estate planning, retirement planning, and financial advisory services. The right candidate will prepare tax returns, identify planning opportunities, support year-round tax projections, and participate in retirement, estate, and financial planning discussions.
Managing Director (NJ) 2 WealthBridge Financial GroupManaging Director (NJ) 2Hackensack, NJ$120,000–$180,000You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
Full 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.
Financial Advisor Forest Hills Financial GroupFinancial AdvisorNew York, NY$80,000–$150,000The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Brokerage Operations Analyst Lenmar Consulting, Inc.Brokerage Operations AnalystNew York, NYThe Operations Division is currently seeking high performing individuals with one to three years of work experience who exhibit strong leadership potential, communication skills, attention to detail and a strong desire to succeed in a fast paced and challenging work environment. -Successful candidates will have an interest or familiarity in one or more of the following: AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services.
Private Banking Operations Associate in NY eTeam Inc.Private Banking Operations Associate in NYNew York, NY$25–$26.67 / hourThe Operations Division partners with Sales & Trading, Finance, Legal, and Technology to execute the Firm's Institutional, Retail, and Asset Management businesses by developing strong client relationships, collaborating closely with its business partners supporting and settling transactions, devising and implementing effective controls, to enable to development of new structures, businesses, and markets. Private Banking Operations supports the Private Banking Group, providing operational support to the Bank and Broker/Dealer Lending Products, Deposit Products, Banking Services, Collateral Monitoring, Margin Operations and Vendor Management.
Financial Advisor Ritholtz Wealth ManagementFinancial AdvisorNY$250,000–$800,000 / yearWe're continuously working to increase the value and sophistication of how we serve clients, and a core part of our next chapter includes opening locations around the country to better engage the growing community of investors consuming RWM content. We are seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and estate planning needs.
Financial Advisor AmeripriseFinancial AdvisorNew York City, New YorkProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Financial Advisor Northwestern MutualFinancial AdvisorNew York, New York$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.
NewETF Specialist, RIA & Intermediary Distribution Virtus Investment Partners IncETF Specialist, RIA & Intermediary DistributionNYRemote$160,000–$175,000 / yearVirtus ETF Solutions (VES), an affiliate of Virtus Investment Partners, operates a multi-manager ETF platform that provides investors access to differentiated investment capabilities from select sub-advisors across equity, fixed income, multi-asset and alternative investment strategies. The ETF Specialist will serve as a dedicated ETF resource to the Virtus distribution organization, partnering closely with internal sales professionals to expand ETF adoption and market share across the Registered Investment Advisor (RIA), Independent Broker-Dealer and Private Client channels.
Wealth Management Solutions - Defined Contribution Consultant - Vice President JPMorgan Chase & CoWealth Management Solutions - Defined Contribution Consultant - Vice PresidentJersey City, NJYou will be responsible for proactively educating Advisors in Chase Wealth Management and JPMorgan Advisors about the DC Consulting Program and promoting its adoption; cultivating a network of specialist advisors within the assigned territory; driving program engagement across the territory; and partnering directly with Advisors and their plan sponsor prospects/clients to lead consultative discovery, position our retirement plan consulting services, and drive opportunities through to close. As the Solutions Team Vice President, you will be a key member of the Defined Contribution (DC) Consulting team and will serve as a territory-based sales and consulting partner to a designated group of Financial Advisors focused on small and large business retirement plans.
Early Pathways Advisor - Temporary Leave Replacement CommonpointEarly Pathways Advisor - Temporary Leave ReplacementLong Island City, New York$55,000–$60,000STATEMENT OF THE AGENCY: Commonpoint is a non-profit, multi-service agency with flagship sites in Little Neck, Bayside, Forest Hills, East Elmhurst, Jamaica, and the Bronx, with 80 additional sites throughout the community that provides a diverse array of programs and services to over 85,000 individuals. Demonstrated ability to establish a strong rapport with an urban adolescent population and their families Prior workshop/seminar development and implementation experience is preferred; prior college counseling experience is strongly preferred.
Merrill Market Supervision Manager Bank of AmericaMerrill Market Supervision ManagerStamford, ConnecticutThe Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. 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.
Insured Solutions Sales Desk Analyst Morgan StanleyInsured Solutions Sales Desk AnalystNew York, NY$70,000–$115,000 / yearTeam members will specialize in Insured Solutions and will have the following responsibilities: Provide consultative support and product guidance to Financial Advisors across a broad range of insured and investment solutions, including annuities, life insurance, private placement life insurance and variable annuities, long-term care, disability insurance, structured settlements, and property & casualty solutions. Our 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.
Branch Compliance Senior Manager (Melville, NY - HYBRID) Equitable Financial Life Insurance CompanyBranch Compliance Senior Manager (Melville, NY - HYBRID)Melville, NY$102,000–$120,000 / year418240'',''true'',''418240'',''false'',''Submission for the position: Branch Compliance Senior Manager (Melville, NY - HYBRID) - (Job Number: 260000AT)'',''false'',''418240'',''false'',''true'',''Branch Compliance Senior Manager (Melville, NY - HYBRID)'',''260000AT'',''UNITED STATES-NY-Melville'',''UNITED STATES-NY-Melville'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.