Tax Advisor JobotTax AdvisorNew York, NYRemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
NewEntry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
NewAssociate Financial Advisor New York Life - UniondaleAssociate Financial AdvisorUniondale, NYResponsibilities: 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. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
NewFast 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. Responsibilities: Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds.
NewCompliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementNew York, NYRemote$85,000–$145,000 / yearFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Working knowledge of OCC Retail Non-Deposit Investment Products (RNDIP), Regulation R, associated investment products and services including associated ERISA compliance requirements.
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.
NewAccount Executive ComplySciAccount ExecutiveNew York, NY$190,000–$200,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Managing Director, Capital Solutions Discover Financial ServicesManaging Director, Capital SolutionsNew York, NYCapital One Commercial Bank, a top 10 U.S. commercial bank, offers a comprehensive range of investment banking services, including Equity Capital Markets, Debt Capital Markets, Loan Syndications, Structured Products, Mergers and Acquisitions, Derivatives, and Equity Sales, Research, and Trading. Sponsor / Client Coverage: Build, deepen, and maintain senior-level relationships with Private Equity sponsors, portfolio company executives, and corporate clients to position Capital One as a premier capital-solutions advisor.
Inbound Investment Advisor Edelman Financial Engines LLCInbound Investment AdvisorNY$50,700–$67,600 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Senior Wealth Investment Advisor Associate M&T Bank CorpSenior Wealth Investment Advisor AssociateNew York, NY$85,800–$143,000 / yearParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Supervisory/Managerial Responsibilities: Education and Experience Required: Bachelor's degree, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience.
Investment Advisor – Client Acquisition (Remote) Ridgewood InvestmentsInvestment Advisor – Client Acquisition (Remote)Springfield, NJRemote$60,000–$75,000 / yearYou will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. The Opportunity We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients.
Senior Wealth Investment Advisor M&T Bank CorpSenior Wealth Investment AdvisorNew York, NY$170,500–$284,100 / yearEducation 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.
Senior Wealth Investment Advisor Associate Wilmington TrustSenior Wealth Investment Advisor AssociateNew York, New YorkParticipate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Executive Advisor- Water Economics & Infrastructure Investment Strategy GHD Group Pty LtdExecutive Advisor- Water Economics & Infrastructure Investment StrategyRYE, NY$225,000–$300,000 / yearGHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices. As a trusted advisor to utility executives, the role also leads business development, mentors multidisciplinary teams, and brings global best practices to deliver integrated, financially sustainable infrastructure solutions.
NewInstitutional Senior Investment Advisor - New York, New York TD BankInstitutional Senior Investment Advisor - New York, New YorkNew York, New YorkTotal 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. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
Senior Wealth Investment Advisor Wilmington TrustSenior Wealth Investment AdvisorNew York, New YorkBachelor’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.
Senior Wealth Investment Advisor, New Jersey Wilmington TrustSenior Wealth Investment Advisor, New JerseyParamus, New JerseyBachelor’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.
RIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment Management State Street CorpRIA Regional Consultant - Enterprise RIAs, VP III - State Street Investment ManagementStamford, CT$110,000–$207,500 / yearBuild and maintain relationships with key internal business partners, including Product, Marketing, Events, Research, Capital Markets, and Business Intelligence to effectively deliver SSIM resources & capabilities to clients, including comparative analytics, capital markets insights and actionable investment ideas. Demonstrate strong investment acumen and serve as an expert on SSIM investment solutions including ETFs, models, and cash, maintaining a deep knowledge of positioning, holdings and investment results while educating clients and prospects on our investment capabilities, product offerings, and competitive advantages.
Institutional Senior Investment Advisor - New York, New York The Toronto-Dominion BankInstitutional Senior Investment Advisor - New York, New YorkNew York, NY$124,280–$186,160 / yearTotal 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. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL Bank of AmericaFinancial Solutions Advisor - Consumer Investments - Elmhurst South, ILElmhurst, New YorkKey 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.