1,037 Results for

Investment Advisor Jobs in Bowling Green, NY

Jobs

Uniondale, NY

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

13 days ago

Uniondale, NY

Identify, 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.

12 days ago

Uniondale, NY

New 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.

12 days ago

New York, NY

$150,000–$200,000 / year

p>As a Senior Investment Adviser for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team — bringing deep financial expertise and a proven track record of client relationship management, and play a pivotal role in growing our investor community — whether guiding prospective investors through their first art investment or nurturing relationships with our established member base.

Existing Investor Growth (Senior): Own a portfolio of established investors, driving significant repeat investment activity through proactive outreach, annual portfolio reviews discussing highlights and lowlights, and strategic presentation of new offerings.

30+ days ago

New York, NY

$200–$500

Senior Investment Advisors are a critical tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and elevated credibility across the network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of executing capital transactions or leading investment initiatives.

6 days ago

New York, New York

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. The Alternative Investments Advisor Relations Team enables greater communication of fund information for the Alternative Investments business across Private Equity, Private Credit, Venture Capital, Infrastructure and Private Real Estate funds.

30+ days ago

$125,000–$150,000 / year

p>Our advisory team utilizes their extensive knowledge of financial markets, portfolio construction, and macroeconomics to advise our established member base on expanding their investments in blue-chip artwork. This is a revenue-generating role with a strong investor relations component-you will leverage deep relationships and portfolio expertise to generate repeat investment activity and maximize investor lifetime value.

30+ days ago

$100,000–$150,000 / year

In this role, you will have the opportunity to manage and nurture an established and expanding client base while gaining hands-on experience in advanced financial planning, including retirement strategies, tax optimization, estate coordination, and risk management.

Job Accountabilities:

Partner with the lead advisor to deliver comprehensive wealth management solutions through technical sales, analytics, and client service, including investment sales for prospective clients.

30+ days ago

Springfield, NJ

Remote

$60,000–$75,000 / year

30+ days ago

New York, NY

Full time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Paramus, NJ

$170,500–$284,100 / year

p>Education and Experience Required:

Bachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' investment-related experience. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.

5 days ago

Paramus, New Jersey

p>Bachelor’s degree and a minimum of 7 years’ investment-related experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ investment-related experience.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees.

6 days ago

Elmhurst, New York

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

30+ days ago

New York, NY

$200–$500

Investment Strategy Advisors are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting from both earning opportunities and enhanced credibility across the network. Initio Sphere is onboarding Investment Strategy Advisors to deliver strategic investment guidance, operational insights, and capital-market expertise to fund managers, investors, and deal sponsors.

6 days ago

li>Strong experience designing secure, authenticated digital products, ideally investment products or advisor investing workflows in wealth management, private banking, asset management, brokerage, or an investing platform. We're seeking an innovative and strategic Senior Product Designer (VP) to drive the evolution of advisor-facing digital experiences within the Private Bank, with a core focus on alternative investment and wealth management products.

30+ days ago

New York, NY

$200–$500

p>Initio Sphere is onboarding experienced professionals to serve as Investment Committee Advisors, supporting formal and informal investment committees on active transactions and portfolio decisions. They provide independent, senior-level investment judgment to funds and investors—strengthening governance, discipline, and decision quality across capital deployment.

6 days ago

Greenwich, CT

General 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.

30+ days ago

Jersey City, NJ

Demonstrating strategic thought leadership and flawless execution, you will leverage deep HR expertise to partner closely with senior business leaders and HR partners globally to deliver industry-leading services and drive the business forward.

As an HR Business Advisor, you will support a portfolio of clients within the Global Markets & Sales (Sales & Trading) organization and play an integral role in shaping and delivering end-to-end people strategies using data, insights, and technology.

3 days ago

p>Required Qualifications, Capabilities, and Skills: • 5 years experience in the Financial Services industry • Bachelors degree or equivalent experience • Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date • Proven ability to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment • Proactively identify and deliver appropriate solutions that address the needs of our clients • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations. • Provides investment support across a diverse suite of products and applications, including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages, and digital offerings through JP Morgan Online and mobile suite.

30+ days ago

$250,000–$350,000 / year

li>Analyzes 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.

16 days ago

$265,000–$325,000 / year

p>You'll be working in a team environment with corporate finance and established investment banking professionals on a variety of projects with primarily responsibility for leading the Payor Services practice that includes coverage of managed care, value-based care and related organizations as part of a group with broad healthcare and life sciences coverage capabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

30+ days ago

$150,000–$185,000 / year

As an M&A Investment Banking Experienced Analyst you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities.

30+ days ago

$265,000–$325,000 / year

As a Managing Director in the Healthcare Investment Banking group, you'll provide clients with objective advice on all aspects of M&A and capital markets alternatives through highly focused industry teams with world class, global execution capabilities.

30+ days ago

New York, NY

Full time

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Jersey City, NJ

Full time

You will leverage talent development expertise as well as consulting, project management and analytical skills to advise business leaders on talent solutions and support function-specific talent initiatives for your client segment through the execution of talent discussions, leadership team/offsite workshops, manager development sessions, and executive coaching. In this high impact role, you will have the opportunity to contribute to an overarching talent strategy through partnership with cross-functional teams and will support utilization and improvement of the HR, Talent & Employee Experience products to meet business demand and contribute to the improvement of the firmwide talent advisory offerings.

30+ days ago

New York, NY

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EYs Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com. About EY EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

30+ days ago

New York, NY

$150,000–$185,000 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking and capital markets advisory services to our clients, with access to a global network of EY mergers & acquisitions, equity, convertible, and debt capital markets professionals.

30+ days ago

New York, NY

$200,000–$240,000 / year

Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking and capital markets advisory services to our clients, with access to a global network of EY mergers & acquisitions, equity, convertible, and debt capital markets professionals.

30+ days ago

Greenwich, Connecticut

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General 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.

30+ days ago

Riverside, CT

Full time

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

New York City, New York

Remote

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Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;

Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;

Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;

Research and develop knowledge of industry trends and participants;

Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and .

Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;
Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;
Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;
- Excellent written and verbal communication skills;
- Demonstrated knowledge of commercial real estate underwriting and valuation;
- Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy;
- Experience managing junior team members on projects;
- Experience and ability to manage multiple projects at any given time under various time frames and constraints; and.

17 days ago

New York, NY

$140,000–$185,000

p>Actual openings may vary based on employer type (wealth management firms, asset managers, investment banks, registered investment advisors, family offices, or institutional consultants), client segment, and asset class focus.

These roles typically involve close collaboration with advisors, portfolio managers, research teams, and risk and compliance professionals to ensure portfolios align with client objectives, risk tolerance, and market conditions.

6 days ago

Purchase, New York

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. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders.

30+ days ago

Purchase, NY

$100,000–$160,000 / year

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. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors / Trustees, which provide oversight in ensuring the net asset value of each fund is fair to purchasing, redeeming, and existing shareholders.

30+ days ago

New York, NY

$325,000–$400,000 / year

p>Demonstrated track record of raising co-investment capital Network of differentiated capital sources and ability to influence decision makers Strong understanding or interest in the latest technology trends and companies Strong commercial judgement, excellent communication skills, and experience presenting to senior internal and external stakeholders. Our global corporate advisory, investing, development and equities capabilities are underpinned by a full spectrum of capital markets solutions and deep sector expertise, with a focus on infrastructure and real assets, technology, software and services, and resources, energy and materials.

30+ days ago

New York, NY

$156,170–$192,610 / year

Here's what we're looking for: 7+ years of compliance experience at a FINRA-registered broker-dealer and SEC-registered investment adviser, with deep working knowledge of FINRA Rules , the SEC Rules (including the Marketing Rule, Reg S-P and Reg S-ID), GLBA, and Bank Secrecy Act. It requires someone who can move fluidly between strategic oversight and hands-on execution, who understands what it means to carry a compliance program in a regulated financial services environment, and who can serve as a supervisory principal over AI, ensuring tools are deployed lawfully, outputs are validated, and the program evolves alongside regulatory expectations.

30+ days ago

New York, NY

$80,000–$150,000

The 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.

27 days ago

$200,000–$290,000 / year

li>RIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment.

Please review the following job description:

The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.

30+ days ago

As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

30+ days ago

New York, New York

Remote

$92,114–$156,880 / year

Overview:

ABOUT US

RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.

19 days ago

$165,000–$195,000 / year

li>Relevant experience working at a major law firm or equivalent in-house experience ideally with some mix of (i) meaningful exposure to fund structures and governance, (ii) corporate transactional work including capital markets, investment funds, project finance, securities, structured finance, private equity, or public finance law, or (iii) investment adviser or regulatory compliance.

Your largest responsibilities will depend on your unique background and strengths, however the scope of responsibilities include:

Advise deal teams from initial structuring to drafting and negotiation of final financing and outcome-contingent agreements; oversee external counsel in discussion and negotiation with project stakeholders (within private, nonprofit and public sectors); contribute to deal document negotiations.

29 days ago

Brooklyn, NY

$28.85–$33.65 / hour

I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

30+ days ago

$28.85–$33.65 / hour

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).

30+ days ago

Middlesex, NJ

$28.85–$33.65 / hour

30+ days ago

New York, NY

$28.85–$33.65 / hour

30+ days ago

Garden City South, NY

We 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.

26 days ago

Ramsey, NJ

30+ days ago

Long Beach, NY

24 days ago

25 days ago

li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

12 days ago

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Investment Advisor Jobs in Bowling Green, NY

Financial Advisor New York Life - Uniondale

Entry-Level Insurance Sales Agent New York Life - Nassau County General Office

Fast Track Insurance Partner New York Life - Nassau County General Office

Senior Investment Advisor Masterworks

Senior Investment Advisor Initio Capital

Alternative Investments Advisor Relations Associate Morgan Stanley

Senior Investment Advisor Masterworks LLC

Investments Advisor NFP Corp

Investment Advisor – Client Acquisition (Remote) Ridgewood Investments

J.P. Morgan Wealth Management - Private Client Investment Associate - Select Advisor Group JPMorgan Chase Bank, N.A.

Senior Wealth Investment Advisor M&T Bank Corp

Senior Wealth Investment Advisor Wilmington Trust

Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL Bank of America

Investment Strategy Advisor Initio Capital

Senior Product Designer, Advisor Experience, Investments and Wealth Planning - Private Bank Digital, Vice President JPMorgan Chase & Co

Investment Committee Advisor Initio Capital

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial Corp

HR Business Advisor - Commercial & Investment Bank Global Markets (Sales and Trading) JPMorgan Chase & Co

J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase & Co

Managing Director, BDO Capital Advisors - Investment Banking BDO USA PC

Investment Banking - Healthcare - Payor Services - EY Capital Advisors -Managing Director Ernst & Young Global Ltd

Investment Banking - Healthcare -EY Capital Advisors - Associate Ernst & Young Global Ltd

Investment Banking - MedTech - EY Capital Advisors - Managing Director Ernst & Young Global Ltd

J.P. Morgan Advisors - Investment Associate - New York, NY JPMorgan Chase Bank, N.A.

Talent Development Advisor, Commercial and Investment Banking JPMorgan Chase Bank, N.A.

EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Mgr -MP - 1696119 Ernst & Young Global Ltd

Investment Banking - Equity Capital Markets - EY Capital Advisors - Associate Ernst & Young Global Ltd

Investment Banking - Equity Capital Markets - EY Capital Advisors - Vice President Ernst & Young Global Ltd

Financial Advisor, Truist Investment Services, Greenwich, CT Truist Bank

J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase Bank, N.A.

Vice President, Investments & Portfolio Management Rclco

Investment Advisory Analyst Career Launch AI

Valuation Specialist – Investment Management – Senior Associate Morgan Stanley

Valuation Specialist - Investment Management - Senior Associate Morgan Stanley

Senior Vice President, US Co-Investment Lead Macquarie Group Ltd

Compliance Lead, Broker-Dealer & Investment Adviser Gusto Inc

Financial Advisor Forest Hills Financial Group

Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial Corp

Senior Wealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLC

Research/Investment Management City National Bank

Senior Assistant General Counsel, Impact Investments Social Finance, Inc

Financial Solutions Advisor Registration Candidate - Park Slope 7th Ave Bank of America Corp

Financial Solutions Advisor Registration Candidate - Flatiron Bank of America Corp

Financial Solutions Advisor Registration Candidate - Middlesex Bank of America Corp

Financial Solutions Advisor Registration Candidate - Lexington Avenue & 75th Street Bank of America Corp

Wealth Advisor SimpleCITI

J.P. Morgan Wealth Management - Private Client Investment Associate - Ramsey, NJ JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Long Beach, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Somerset, NJ JPMorgan Chase & Co

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