Merrill Advisor Development Program - Financial Advisor: Long Island East Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Long Island East MarketMelville, New YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Midtown Manhattan MarketWhite Plains, New YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Park Ave Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Park Ave MarketNew York, NY$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Paramus & Associates MarketParamus, New JerseyEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Morristown Short Hills Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Morristown Short Hills MarketFlorham Park, NJ$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Western Long Island MarketGarden City, NY$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Garden City, New York; Lynbrook, New York; Forest Hills, New York; Great Neck, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Wayne & Associates Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Wayne & Associates MarketWayne, NJ$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. 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.
Block Advisors Tax Advisor H&R Block IncBlock Advisors Tax AdvisorNEW YORK, NY$17–$80 / hourYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Associate, Tax Equity Advisors, BDO Capital Advisors BDO USA PCAssociate, Tax Equity Advisors, BDO Capital AdvisorsNew York, NY$125,000–$175,000 / yearJob Summary: The Associate, BDO Capital Advisors supports tax equity, tax credit transfer, and other project finance transactions across renewable energy, infrastructure, housing, community development, and historic preservation. This role supports transaction execution by performing financial and business due diligence, reviewing and analyzing data room materials, summarizing key findings, and assisting with client deliverables.
Academic Advisor or Senior Academic Advisor Fordham UniversityAcademic Advisor or Senior Academic AdvisorBronx, NYSitting Often Repetitive Hand Motion (such as typing) Nearly Continuously Hearing, Listening, Talking Nearly Continuously Standing Not Required Walking Not Required Running Not Required Bending, Stooping, Kneeling, squatting, Crouching, Crawling Not Required Climbing stairs Not Required Climbing ladders Not Required Reaching overhead Not Required Pulling, pushing Not Required Shoveling Not Required Lifting - up to 20 pounds Not Required Lifting - up to 50 pounds Not Required Lifting - over 50 pounds Not Required. Reporting to the Assistant Dean for Student Support at Fordham College, the Academic Advisor provides holistic, personalized guidance to First and Second Year students in Fordham College at Lincoln Center (FCLC), aiming to bolster their academic success, strengthen their connections to their programs of study, introduce them to relevant extracurricular opportunities, and support their transition to college-level studies.
VP, Data Product Owner - Advisor System of Record (Advisor SOR) LPL Financial Holdings IncVP, Data Product Owner - Advisor System of Record (Advisor SOR)New York, NY$145,925–$243,209 / yearResponsibilities: Define and execute the Advisor SOR product vision, roadmap, and backlog Establish canonical advisor data models, hierarchies, and relationships Define and manage: Data contracts (schema, SLAs, versioning) Critical data elements (CDEs) Data quality SLOs Serve as the authoritative decision-maker for advisor data definitions and product scope Implement scalable frameworks for: Data quality monitoring and remediation Reconciliation and defect management Lineage and impact analysis Partner with Data Governance to ensure: 100% catalog coverage of critical advisor attributes Policy-to-control alignment Audit and regulatory readiness Ensure Advisor SOR is optimized for AI and advanced analytics use cases Partner with AI Business Solutions and Data Science teams to: Define feature-ready datasets and semantic layers Support AI agents and copilots with high-quality advisor data Leverage modern AI-enabled development tools, including: Cursor (AI-assisted coding and development workflows) GitHub (code management, CI/CD, and collaboration) Anthropic tools (Claude-based workflows, prompt engineering, agent design) Contribute to development of agentic workflows and AI-driven automation across advisor lifecycle processes Lead hydrationn of advisor data into Strategic SOR platforms Partner with Technology to: Build scalable data pipelines, APIs, and distribution layers Ensure platform performance, reliability, and scalability Support M&A and migration initiatives, including: Source-to-target mapping Mock conversions and validation Cutover readiness and reconciliation Identify and onboard priority consumers: Advisor platforms Operations workflows AI/analytics use cases Develop: Migration and onboarding playbooks Legacy decommission strategies Partner with Data Distribution and consumer teams to ensure seamless adoption Design and implement scalable patterns: Data contracts Automated quality frameworks Reusable lineage and reconciliation models Contribute to AI-enabled product innovation and workflow automation Familiarity with FINRA, SEC, and privacy requirements impacting advisor data Senior individual contributor with high ownership and decision authority May manage a small team (1-3 resources), but primary focus is product ownership and delivery Leads cross-functional initiatives impacting multiple systems and teams Accountable for delivery of a critical enterprise data product What are we looking for? As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorNew York, New YorkOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Wealth Advisor-New York RK PartnersWealth Advisor-New YorkWestchester, NY$115,000–$180,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Vp/Wealth Advisor AllianceBernstein Holding LPVp/Wealth AdvisorStamford, CT$175,000–$250,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
VP/Wealth Advisor AllianceBernstein Holding LPVP/Wealth AdvisorNew York, NY$175,000–$250,000 / yearOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
Bernstein Wealth Advisor AllianceBernstein Holding LPBernstein Wealth AdvisorStamford, CTOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
Staff Product Manager- Integrations & Advisor Platform Robinhood Markets IncStaff Product Manager- Integrations & Advisor PlatformNew York, NYGenuinely technical and a proven builder - comfortable as the primary point of contact with external partner engineering teams, able to reason through API design, auth (SSO/SAML/OAuth), and data models, with a track record of shipping developer-facing platform capabilities (documentation, sandboxes, versioning) in a regulated or enterprise B2B environment. Be the primary, outward-facing product owner for our technology-partner ecosystem - leading commercial and technical conversations with PMS/CRM vendors and AI-native advisor tools, scoping statements of work, setting production-access requirements, and representing Robinhood at industry events and with key RIA-industry influencers.
NewAsset Management - Regional Client Advisor - Vice President JPMorgan Chase Bank, N.A.Asset Management - Regional Client Advisor - Vice PresidentNew York, NYFull timeAs a Regional Client Advisor within the Institutional Advisor (IA) Channel at JPMorgan Asset Management - US Funds Management, you will be a part of an integrated team, primarily tasked with establishing and expanding JP Morgan's client base among RIA's, Bank & Trusts, and Family Offices in the region. Morgan Integrated Team comprised of a Client Advisor, Regional Client Advisor, Internal Client Advisor, ETF Client Advisor(s) and Retirement Client Advisors to serve the Registered Investment Advisor (RIA), Bank & Trust and Family Office clients in the Region.
Senior Wealth Lending Advisor - Melville, NY TD BankSenior Wealth Lending Advisor - Melville, NYMelville, New York$124,280–$186,160 / yearThis role is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking solutions [principally securities-based lending] to Registered Investment Advisors in the TDA Institutional Network and is responsible for growing and retaining RIA Firm, Advisor and client relationships. This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws.
Associate, Advisor Aon PlcAssociate, AdvisorMelville, NY$53,500–$85,600 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.