118 Results for

Registered Investment Advisor Jobs in Trinity, NY

Jobs

New York City, NY7 days ago

$150,000–$200,000

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. Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting.

Uniondale, NY11 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!

Melville, NY3 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!

Melville, NY3 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.

Uniondale, NY11 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!

White Plains, NYToday

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Rye, NYToday

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Stamford, CTToday

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Uniondale, NY12 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 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 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, 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, NY5 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.

Cedarhurst, New York23 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!

New York, NY5 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, 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

New York, NY30+ days ago

Full-time

Kew Gardens, NY30+ days ago

Full-time

Brooklyn, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

Staten Island, NY30+ days ago

Full-time

North Massapequa, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

Jackson Heights, NY30+ days ago

Full-time

Brooklyn, NY30+ days ago

Full-time

Scarsdale, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

Jersey City, NJ30+ days ago

Full-time

Valley Stream, NY30+ days ago

Full-time

Queens, NY30+ days ago

Full-time

Brooklyn, NY30+ days ago

Full-time

Brooklyn, NY30+ days ago

Full-time

New Rochelle, NY30+ days ago

Full-time

Westbury, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

Mount Vernon, NY30+ days ago

Full-time

Montclair, NJ30+ days ago

Full-time

White Plains, NY30+ days ago

Full-time

Hauppauge, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

East Rutherford, NJ30+ days ago

Full-time

Thornwood, NY30+ days ago

Full-time

Bronx, NY30+ days ago

Full-time

Brooklyn, NY30+ days ago

Full-time

Melville, NY29 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!

Baldwin, NY4 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 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.

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Registered Investment Advisor Jobs in Trinity, NY

Tax Planner Vaco LLC

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

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

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

Financial Service Professional New York Life - Nassau County General Office

Financial Consultant - Greenwich, CT Fidelity Investments

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - Fairfield, CT Fidelity Investments

Financial Planner New York Life - Uniondale

Investment Advisor Masterworks

Senior Investment Advisor Masterworks

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

Financial Advisor Chemistry Wealth Management

Senior Investment Advisor Initio Capital

Financial Advisor Northwestern Mutual

Investment Advisory Analyst Career Launch AI

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

J.P. Morgan Wealth Management - Community Private Client Advisor - Manhattan, NY (125th Community Branch) 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 - Kew Gardens (Bilingual Hebrew) 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 - New York, NY (Lower Westside) JPMorgan Chase Bank, N.A.

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

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

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

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

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

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

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

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

J.P. Morgan Wealth Management - Private Client Advisor - Jersey City, New Jersey - Bilingual Spanish/English Preferred JPMorgan Chase Bank, N.A.

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

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

J.P. Morgan Wealth Management - Private Client Advisor - Midtown Manhattan - New York, NY (390 Madison Ave - Flagship Branch) 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 - Montclair / Short Hills / Florham Park - New Jersey 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 - 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 - Thornwood, NY JPMorgan Chase Bank, N.A.

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

J.P. Morgan Wealth Management - Private Client Advisor - Ave U and East 17th St, Brooklyn, NY (Bilingual Chinese Cantonese/Mandarin) JPMorgan Chase Bank, N.A.

Financial Advisor Forest Hills Financial Group

Remote Senior Wealth Advisor Holistic Planning Baldwin Risk Partners

Wealth Advisor The Misch Group

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