375 Results for

Wealth Manager Jobs in Bowling Green, NY

Jobs

New!

Great Neck, NY5 days ago

$100,000–$140,000 Per Year

Founded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. 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, NY5 days ago

$160,000–$180,000 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. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.

New!

Great Neck, NYToday

$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).

New!

New York City, NYToday

$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.

New!

New York, NYToday

$185,000–$200,000

This individual will play a critical role in maintaining accurate books, ensuring timely reporting, supporting investment operations, and strengthening internal processes across multiple entities, including partnerships, separately managed accounts, and private investment vehicles. 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!

Newark, NJ6 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.

Uniondale, NY13 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.

Uniondale, NY12 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 York, NY10 days ago

$1–$3 Per Hour
Full-time
Employee

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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New York, NY10 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!

East Hills, NY6 days ago

$100,000–$200,000 Per Year

Securities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

New!

Woodbury, NY4 days ago

$80,000–$250,000 Per Year

CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. As a Wealth Manager your work directly influences how clients protect their families, plan for the future, and make confident decisions during critical moments.

Jersey City, New Jersey13 days ago

$125,000–$140,000 Per Year

The position partners closely with wealth management platform managers, wealth management field sales, portfolio specialists, marketing, finance, and technology teams to enable data-driven strategy and execution. Strengthen Strategic Partnerships: Leverage data-driven insights, industry best practices, and home office intelligence to deepen relationships with sales leaders and align with strategic business objectives.

New York, NY12 days ago

$250,000–$400,000 Per Year
Full-time
Employee

Responsibilities: As the Head of North America Solutions Sales, you will be responsible for:Championing growth of existing client relationships, collaborating closely with Commercial Bankers and leadership across Onboarding, Product, Services, and Marketing to drive new profitable business aligned with strategy. The Services organization provides Commercial Banking clients with access to global reach and deep transactional banking expertise, delivering insights, guidance, and solutions for both domestic and international growth.

New York, NY30+ days ago

Full-time

As part of JPMA's Family Wealth Services team, the Cross-Line-of-Business (LOB) Partnerships team partners with advisors to connect clients to capabilities across JPMorgan Chase. Morgan Wealth Management, offers clients and their advisors the personalized service of a dedicated wealth management business, backed by the global resources of one of the world's most respected financial firms.

New York, NY30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.

Jersey City, NJ30+ days ago

Full-time

As an Associate Product Manager in the JPM Wealth Management Core Capabilities Product team, you will play a critical role in identifying, gathering and analyzing information used in defining the vision and strategy and facilitating execution of the next generation of digital solutions across the Wealth Management business lines. The role will partner with other product teams, designers, and technology teams across JPM WM and the broader JPM Chase organization to deliver an intuitive, controlled, and seamless experience for all JPM WM clients and advisors.

Jersey City, NJ30+ days ago

Full-time

As the Business Manager supporting the AWM Infrastructure/Cloud and Architecture platforms, you will will become a key member of two senior Technology management teams, helping their Chief Technology Officers (CTO) successfully execute their annual strategic and budgetary goals. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

New York, NY30+ days ago

Full-time

As an Associate within the Business Transformation Team, you will work as part of a team on programs that impact our clients' experiences and perceptions of the firm, you will be responsible for end-to-end delivery across the project life cycle and accountable to senior management for comprehensive program updates. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology to implement complex, transformational change.

Jersey City, NJ30+ days ago

Full-time

As a Technology Audit Manager within Asset and Wealth Management, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Jersey City, NJ30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Uniondale, New York25 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

New York, NY30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Morristown, NJ30+ days ago

Full-time

There are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. We are seeking an experienced Client Advisor with demonstrated financial planning and client management experience to join the Family Office team in proactively supporting the complex wealth management needs of our UHNW clients and their families ($25M ).

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.

Short Hills, NJ30+ days ago

Remote

Full-time

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

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!

Weehawken, NJ5 days ago

The indicative gross base salary range as a full-time equivalent role: • United States - New Jersey - Weehawken min USD 105000 - max USD 130000 /annum . We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.

Westchester, NY30+ days ago

$115,000–$180,000 Per Year

Our 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.

Stamford, CT22 days ago

$75,000–$100,000 Per Year

As an Executive Assistant, you will be stepping into a role with many hats, the most important is keeping track of scheduling meetings and handling meeting follow up activity. Exceptional communication and interpersonal skills: experience dealing with high net worth lawyers, accountants, CEOs, families .

Warren, NJ16 days ago

About Us: MassMutual NJ-NYC is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.

New York, New York17 days ago

Remote

$85,000–$145,000 Per Year

Functions 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. Benefits and PerksAt 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.

Colonia, NJ30+ days ago

Piscataway, NJ30+ days ago

New York, NY30+ days ago

Full-time

Morgan Wealth Management, you will focus on addressing client's wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell JPMorgan Chase wealth management services, and ensure the client's wealth needs are being met. The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients.

New York, NY30+ days ago

Full-time

As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will work with our teams to understand client needs and examine market activities. Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.

New York, NY30+ days ago

Full-time

Based in New York City, the team offers a full suite of services encompassing multi-asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family office support to clients. As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Summer Analyst in the Global Families Group, you will work with our teams to understand client needs and examine market activities.

New York, NY30+ days ago

Full-time

White Plains, NY30+ days ago

Full-time

Greenwich, Connecticut30+ days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

New York, NY30+ days ago

Full-time

Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team. As an Advisor Trainee in Global Private Bank within the Latin America team, you will gain exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning.

New York, NY30+ days ago

Full-time

Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

New York, NY30+ days ago

Full-time

Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.

New York, New York30+ days ago

Remote

$200,000–$340,000 Per Year

Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9.

New York, NY30+ days ago

Full-time

As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team. Quantitative Research: Build and maintain financial models using advanced coding skills (Python, R, or similar), leveraging large and complex datasets to uncover new market insights and trends.

New York, NY30+ days ago

$80,000–$100,000

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 York, NY30+ days ago

Full-time

The Managed Solutions Specialist Team is a global team sitting within JPM Investment Solutions that provides comprehensive client and advisor coverage of all managed solutions (Separately Managed Accounts, mutual funds, and multi-manager across JPM and 3rd party) in a coordinated way. You will work alongside dedicated teams of experts with extensive industry experience to leverage global economic and market insights, formulate broad strategic views, and identify timely investment opportunities for private bank clients.

New York, New York11 days ago

$210,000–$280,000 Per Year

This leader will drive a globally coordinated, programmatic approach to marketing—elevating the firm’s positioning across a multi-asset platform (real estate, credit, infrastructure, and alternatives), enabling capital raising efforts, and enhancing advisor and client experience across the full lifecycle. This role is responsible for deepening engagement with financial intermediaries and end investors—including RIAs, wirehouses/private banks, independent broker-dealers, family offices, consultants, and HNW/UHNW individuals—through highly personalized, insight-led programs.

New York, NY30+ days ago

Full-time

As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Research for the CIO team. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

New York, NY30+ days ago

Full-time

Partnering closely with CWM leadership to drive strategic priorities, investment flows, and the curation of the solutions offering across all asset classes, you will also look to leverage components of the USPB business to create scalable messaging and content. The USWM Portfolio Advisory Group is a critical team within JPMorgan Wealth Management, responsible for providing comprehensive guidance and support on managed solutions-including multi-asset, equities, fixed income, and alternatives.

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Wealth Manager Jobs in Bowling Green, NY

Tax Manager Jobot

Sr. Tax Manager Jobot

Tax Manager Vaco LLC

Tax Planner Vaco LLC

Controller Vaco LLC

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

Financial Planner New York Life - Uniondale

Financial Service Professional New York Life - Nassau County General Office

Analyst, Private Wealth Compensation (1-3+ Years exp in FS) Company Confidential

Financial Advisor/Client Portfolio Manager Company Confidential

Wealth Manager Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Wealth Manager Center for Wealth Preservation

Wealth Management Analytics Manager Lord Abbett.com

Head of North American Solutions Sales Eclaro

J.P. Morgan Wealth Management - Associate Program Manager JPMorgan Chase Bank, N.A.

Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Associate Product Manager JPMorgan Chase Bank, N.A.

Asset & Wealth Management Technology Infrastructure Business Manager, Vice President JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Senior Associate, Business Transformation Project Manager JPMorgan Chase Bank, N.A.

Technology Audit Manager, Vice President - Asset and Wealth Management JPMorgan Chase Bank, N.A.

Internal Audit, Analytics Solutions Manager - Asset Wealth Management JPMorgan Chase Bank, N.A.

Tax Manager - Private Wealth Baker Tilly Advisory Group, LP

J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.

Wealth Client Advisor - Family Office Services Team Peapack Private Bank & Trust

J.P. Morgan Wealth Management - Community Private Client Advisor - Manhattan, NY (125th Community Branch) JPMorgan Chase Bank, N.A.

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLC

Wealth Advisor The Misch Group

Supervisory Officer, UBS Wealth Advice Center UBS

Wealth Advisor-New York RK Partners

Executive Assistant to CEO Wealth Management Boutique Investment Boutique in Stamford, CT

Wealth Management Advisor MassMutual - NJ/NYC

Compliance Specialist Senior Wealth Management City National Bank

J.P. Morgan Wealth Management - Private Client Advisor - Colonia / Montclair - New Jersey JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Piscataway / New Brunswick - New Jersey JPMorgan Chase

J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist JPMorgan Chase Bank, N.A.

2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group Asia JPMorgan Chase Bank, N.A.

2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - Global Families Group JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Market Director of Wealth - New York, NY (Manhattan) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Market Director of Wealth - Hudson Metro JPMorgan Chase Bank, N.A.

Senior Wealth Planner Rockefeller Capital Management

2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAm JPMorgan Chase Bank, N.A.

Wealth Management, Analyst - US Solutions Product Development JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Executive Director Supervisory Director - New York, NY JPMorgan Chase Bank, N.A.

Head of Wealth Management Compliance City National Bank City National Bank

Wealth Management , Chief Investment Officer Equities Team, Vice President JPMorgan Chase Bank, N.A.

Private Wealth Compensation Analyst Vaco LLC

Wealth Management, Managed Solutions Associate (US Wealth Management) JPMorgan Chase Bank, N.A.

Senior Director - Private Wealth Solutions Marketing Hines

Wealth Management , Chief Investment Officer Portfolio Analytics Team, Vice President JPMorgan Chase Bank, N.A.

Wealth Management, Head of US Wealth Management Portfolio Advisory Group JPMorgan Chase Bank, N.A.

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