589 Results for

Investment Advisor Jobs in Trinity, NY

Jobs

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

New!

New York, New YorkToday

$155,000–$199,500
Full-time

The role works autonomously while collaborating across practice groups and regions, requiring an ownership mindset, proactive approach, and ability to drive initiatives forward with minimal supervision. The Business Development Manager supports the Chair of the Private Equity group in driving business development and marketing efforts for the Chair's practice.

Uniondale, NY10 days ago

New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds .

New!

New City, NY3 days ago

$140,000–$150,000 Per Year

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. Day to day Responsibilities: Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.

New!

Melville, NY2 days ago

$60,000–$100,000 Per Year

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.

New!

New York, NY3 days ago

$225,000–$425,000 Per Year

The 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.

New!

New York, NYToday

$225,000–$325,000 Per Year

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. Attorneys in this practice work closely with investment managers, financial institutions, and internal deal teams to support sophisticated market activities and investment strategies.

New!

New York, New YorkToday

$54.35–$66.67
Full-time

Under 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.

Uniondale, NY10 days ago

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. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New!

Melville, NY2 days ago

$75,000–$100,000 Per Year

Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

New!

New York, NY6 days ago

$165,000–$175,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Great Neck, NY6 days ago

$150,000–$180,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).

Uniondale, NY11 days ago

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.

New!

PECK SLIP, NY5 days ago

$275,000–$405,000 Per Year

Work with private equity transaction due diligence and financial analysis; the US private equity market, including the Healthcare sector; financial modeling; banking; management consulting; and, seeking out new investment opportunities. Director (New York, NY): Lead and coordinate key investment workstreams throughout the transaction lifecycle, including deal evaluation, due diligence, execution, and closing.

New!

Newark, NJ4 days ago

$60,000–$90,000 Per Year

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.

New York, NY11 days ago

$200,000–$250,000 Per Year
Full-time
Employee

This position combines strategic leadership with hands-on execution and partners closely with internal teams and external advisors to ensure financial discipline, operational efficiency, and long-term scalability. Reporting directly to senior leadership, this role serves as the organization’s lead financial executive, overseeing treasury, accounting, tax strategy, and financial operations across the platform.

New York, NY8 days ago

$250,000–$300,000 Per Year
Full-time
Employee

Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New York, NY30+ days ago

$80,000–$120,000 Per Year

Existing Investor Growth: Engage with our established member base to drive repeat investment activity, conduct annual portfolio reviews discussing highlights and lowlights, present new artwork offerings, and identify expansion opportunities to maximize investor lifetime value. As an Investment Adviser for Masterworks Advisers, you will 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.

New York, NY30+ days ago

$150,000–$200,000 Per Year

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.

New!

New York, NY4 days ago

$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.

New York, NY30+ days ago

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.

New York, NY11 days ago

$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 our network. This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of closing capital transactions or leading investment initiatives.

New York, NY11 days ago

$200–$500

Investment Committee Advisors sit at the highest decision-support tier of the ecosystem—providing experienced judgment, risk perspective, and institutional discipline to investment committees while benefiting from meaningful earning opportunities and elevated credibility across the network. Initio Sphere is onboarding Investment Committee Advisors to support fund managers, investors, and sponsors at the investment committee (IC) level, providing independent perspective on deal quality, risk, structure, and decision readiness.

New York, NY30+ days ago

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.

Riverside, CT30+ days ago

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.

Jersey City, NJ30+ days ago

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.

New York, New York30+ days ago

Remote

Experience in Financial Modeling, Pitch Decks, Investment/Analysis Summaries and Memos, or Company/Industry Analysis. For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome.

New York, NY30+ days ago

$125,000–$150,000

Comprehensive Financial Planning: Conduct thorough interviews with clients to understand their financial status, including income, expenses, tax considerations, and risk tolerance, and create personalized financial plans to meet their short-term and long-term goals. Advisory Services: Offer strategic financial advice related to investments, debt management, tax planning, cash flow management, insurance, and retirement planning.

New!

New York, NY4 days ago

$140,000–$185,000

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.

New York, NY28 days ago

$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.

New York, New York22 days ago

$61,000–$250,000 Per Year

Northwestern 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.

New York, New York30+ days ago

$90,000–$350,000 Per Year

We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.

New!

Baldwin, NY3 days ago

Remote

This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated advice platform. The ideal candidate will have 5 years of experience, exceptional communication skills, and a proven track record in client retention.

New!

New York, NY4 days ago

$140,000–$185,000

Actual openings may vary based on employer type (asset managers, hedge funds, private equity firms, investment advisors, fund administrators, or fintech platforms), asset class focus, and organizational structure. The role combines transaction processing, data oversight, and cross-functional coordination to support portfolio managers and traders while maintaining strong operational controls.

Brooklyn, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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.

New York, NY30+ days ago

Full-time

Brooklyn, NY30+ days ago

Full-time

Brooklyn, NY30+ days ago

Full-time

Thornwood, NY30+ days ago

Full-time

Queens, NY30+ days ago

Full-time

New Rochelle, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

Mount Vernon, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

East Rutherford, NJ30+ days ago

Full-time

Brooklyn, NY30+ days ago

Full-time

White Plains, NY30+ days ago

Full-time

Hauppauge, NY30+ days ago

Full-time

Valley Stream, NY30+ days ago

Full-time

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Investment Advisor Jobs in Trinity, NY

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Business Development Manager – U.S. Corporate Reed Smith US

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

Controller Jobot

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Restructuring & Leveraged Finance Associate Jobot

Derivatives & Structured Products Attorney (2+ Yrs Exp) Jobot

Paralegal Reed Smith US

Financial Service Professional New York Life - Nassau County General Office

Entry-Level Life Insurance Sales Agent NYL Nassau-Suffolk Region

Financial Controller Vaco LLC

Tax Manager Vaco LLC

Financial Planner New York Life - Uniondale

Director CVC Advisors (U.S.) Inc.

Entry-Level Financial Specialist New York Life-NJ General Office

Corporate Treasurer or Corporate Controller TemPositions Group Of Companies

Financial Advisor/Client Portfolio Manager Company Confidential

Investment Advisor Masterworks

Senior Investment Advisor Masterworks

Senior Investment Advisor Initio Capital

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

Investment Strategy Advisor Initio Capital

Investment Committee Advisor Initio Capital

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

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

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

Investment Banking Advisor Mercor

Financial Advisor Chemistry Wealth Management

Investment Advisory Analyst Career Launch AI

Financial Advisor Forest Hills Financial Group

Financial Advisor Northwestern Mutual

Wealth Advisor The Misch Group

Remote Senior Wealth Advisor Holistic Planning Baldwin Risk Partners

Investment Operations Specialist Career Launch AI

J.P. Morgan Wealth Management - Private Client Investment Associate- Brooklyn, NY JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY (North) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Midwood JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Thornwood, NY JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Queens, NY JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - New Rochelle JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Upper Eastside) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Westchester West JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown East) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - East Rutherford / Belleville / Teaneck - New Jersey JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Sheepshead Bay, Brooklyn, NY (Bilingual Russian) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Westchester East JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Hauppauge, NY JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Valley Stream, NY JPMorgan Chase Bank, N.A.

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