Estate & Retirement Financial Advisor -Exclusive Pre-Set Appointments, 200-350K+ United Placement GroupEstate & Retirement Financial Advisor -Exclusive Pre-Set Appointments, 200-350K+Woodbridge Township, NJInstead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising. We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.
Client Relationship Manager – Wealth Management #ESF8646 ExpertHiringClient Relationship Manager – Wealth Management #ESF8646Brentwood, New YorkThe ideal candidate brings 2–4 years of client service or administrative experience within financial services and understands the importance of accuracy, responsiveness, confidentiality, and proactive follow-through when supporting wealth management clients. This position serves as an important connection between clients and financial advisors, providing high-quality relationship management, administrative support, account servicing, and financial planning coordination.
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.
Senior Advisor Corps TeamSenior AdvisorNew York City, NY$250,000–$350,000 / yearYou will be expected to leverage that expertise not only in serving existing clients, but also in developing new relationships and helping prospective families understand how an independent advisory model can address the complexity of their financial lives. It is a deeply integrated trusted advisor and business development role, designed for someone who can credibly engage sophisticated families, understand complex investment needs, and articulate the value of independent advice.
NewFinancial Advisor - Training, Leads & Marketing Provided | Long Island WealthBridge Financial GroupFinancial Advisor - Training, Leads & Marketing Provided | Long IslandElmont, NY$100,000–$150,000In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.
Client Relationship Manager with Wealth Management Exp. Talent Search PROClient Relationship Manager with Wealth Management Exp.Brentwood, New YorkA wealth management and financial planning firm in Brentwood, Tennessee is looking for a Client Relationship Manager to serve as the bridge between clients and financial advisors. This is a role with a defined career path toward either Operations Management or a Financial Planner and Advisor track depending on where you want to take your career.
Business Development Manager - Soundview Morgan StanleyBusiness Development Manager - SoundviewPurchase, New YorkAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. 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.
Financial Advisor - Plainview , NY Talent HarborFinancial Advisor - Plainview , NYPlainview, New YorkGuided by a planning-first philosophy, our client firm partners with upper-middle-class families, young professionals, and pre-retirees across the New York metro area. Talent Harbor has been retained by an established, rapidly growing independent wealth management firm based on Long Island to find their next Financial Advisor.
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).
Insured Solutions Sales Desk - Hybrid, VP Morgan StanleyInsured Solutions Sales Desk - Hybrid, VPNew York, New YorkOur 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. These responsibilities are both strategic (e.g., identifying market opportunities, developing a plan, and executing in partnership with home office, regional management and local resources) and tactical (e.g., “get things done”, delivering results against specific targets) in nature.
Portfolio & Trading Solutions – Portfolio Management, Vice President Morgan StanleyPortfolio & Trading Solutions – Portfolio Management, Vice PresidentNew York, New York$115,000–$190,000 / yearThe Portfolio & Trading Solutions team within Investment Advisory Solutions provides investment products, portfolio management services, and customized managed solutions for advisory programs, including Select UMA - the industry-leading Unified Managed Accounts program. With more than $280 billion already under management, Morgan Stanley’s Tax Managed investment business is one of the most innovative and fast-growing areas of Investment Advisory Solutions focused on helping clients keep more of what they earn by minimizing unnecessary taxes and maximizing after-tax returns.
Business Development Representative - Sales And Demo Support SyntaxBusiness Development Representative - Sales And Demo SupportNew York City, NY$75,000–$90,000 / yearSupport both Syntax Direct and Syntax's traditional/custom index business, including outreach and early-stage conversations related to index products, index licensing, platform partnerships, and advisor-facing solutions. This role will support outreach, inbound follow-up, demo coordination, and early-stage relationship development across RIAs, financial advisors, wealth platforms, asset managers, ETF issuers, and other relevant financial services firms.
Senior Client Portfolio Manager ViseSenior Client Portfolio ManagerNew York, NY$180,000–$200,000 / yearOur platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Director- Ria, FA & Wealth Management Channel Chicago Board Options ExchangeDirector- Ria, FA & Wealth Management ChannelNew York, NY$177,650–$261,250 / yearThe Director will serve as the lead and senior-most producer on the Wealth Management coverage team and will be recognized both internally and externally as a leading industry authority on listed derivatives for the advisor and wealth channel, applying mastery of the field to shape strategy, resolve the most complex client and market challenges, and influence Cboe's long-term direction in this space. Serve as the senior producer on the Wealth Management coverage team, owning end-to-end coverage of the U.S. RIA, FA, and wealth management client segment; build, maintain, and deepen relationships with key decision-makers across RIAs, wirehouses, IBDs, family offices, and wealth management platforms.
NewAdvisor Engagement & Events Manager City National BankAdvisor Engagement & Events ManagerNew York, New YorkRemote$87,027–$138,965 / yearFull timeManage strategic marketing projects and events end-to-end, working cross-functionally with strategy, marketing, sales, portfolio managers, and external advisors to share concepts, collect and incorporate feedback that maximizes successful implementation of strategic ideas. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
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.
Product Specialist Envestnet Franklin ResourcesProduct Specialist EnvestnetStamford, CTOSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.
Client Reporting Product Owner - Vice President Morgan StanleyClient Reporting Product Owner - Vice PresidentPurchase, New YorkOur 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. The Advisor Platforms team is focused on transforming Morgan Stanley’s core Advisor Desktop applications that enable Advisors and their teams to effectively manage their clients’ financial and demographic data.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateParamus, New JerseyOur 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. • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Client Services Associate/Office Manager Ark Asset AdvisorsClient Services Associate/Office ManagerPearl River, NY$65,000–$90,000 / yearPOSITION SUMMARY: The Client Services Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. · Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs.