2,093 Results for

Wealth Manager Jobs in New York

Jobs

New!

New York, NY6 days ago

$200,000–$260,000 Per Year

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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, NY4 days ago

$80,000–$100,000

p> 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.
Canadian residents may access our policies in English here and in French here.

New!

Great Neck, NY6 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, NY4 days ago

$110–$160

li>Canadian residents may access our policies in English here and in French here.

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!

New York, NY6 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!

Woodbury, NY6 days ago

$190,000–$400,000 Per Year

Lead sophisticated tax planning and advisory work across a diverse client base that includes multinational entities, financial services firms, private investment funds, and ultra-high-net-worth individuals. 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!

Great Neck, NY4 days ago

$150,000–$180,000

p> 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.
Canadian residents may access our policies in English here and in French here.

New!

New York, NY6 days ago

$120,000–$140,000 Per Year

You'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. 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.

Latham, NY29 days ago

$64,000–$80,000

ul>

Oversee the daily operations of the store, including: open and closing procedures, work order management, performing the CICO (Check-In, Check-Out) procedures, providing high levels of customer service, staffing and scheduling and/or making necessary modifications, inventory management and proper cash handling.

Drive team performance to ensure key performance indicators (KPI's) and company goals are met or exceeded, including but not limited to: Net Promoter Score, Time to Serve, job completion, customer conversion and quality metrics, as well as compliance with federal, state and local regulations.

Latham, NY29 days ago

$48,000–$60,000

li>

View all our health, wealth and life offerings at www.safelitebenefits.com.

Motivate and lead activities of associates, ensuring the highest possible productivity and world class customer service; Provide appropriate associate cross-training for operational stability.

New!

New York, NY4 days ago

$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!

New York, NY4 days ago

strong>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.

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.

New!

Melville, NY3 days ago

$60,000–$100,000 Per Year

li>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 york, NY30+ days ago

$132,800–$221,400 Per Year

The Co-Marketing function, which covers multiple segments (asset managers, derivatives exchanges, wealth firms), consists in helping FTSE Russell's clients go-to-market equipped with educational material supporting our suite of indices and therefore supporting our clients' investment products. This senior individual contributor role will focus on developing marketing campaigns for and with FTSE Russell's most important accounts in the Wealth segment, helping drive revenue across index-linked products including ETFs, Direct Indexing and other passive investment vehicles.

New York, NY30+ days ago

$97,500–$162,500 Per Year

Education: Demonstrate and educate end-users on how to use our solutions and models in a manner that is tailored to their specific workflow and use-case, regularly promoting new features, and reviewing product roadmaps with them so that we incorporate their feedback into our investment decisions. You'll interact with a broad range of partners at financial institutions: C-Suite, heads of desks and end users (portfolio and fund managers, wealth managers, sales, traders).

New!

Woodbury, NY2 days ago

$80,000–$250,000 Per Year

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CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support.

White Plains, New York17 days ago

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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management. Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

NY30+ days ago

$137,400–$240,400 Per Year

We're looking for a people leader who can deliver strong recruiting results, strengthen stakeholder partnerships, and run a disciplined, risk-aware hiring operation-while building a team culture grounded in openness, inclusion, and shared accountability.

Build strong partnerships with hiring leaders and HR Business Partners by ensuring recruiters develop deep understanding of their supported businesses, talent markets, and competitive landscape.

NY30+ days ago

$110,000–$185,000 Per Year

p>Key Responsibilities:

• Working knowledge of the Firm's entire suite of products and tools • Ability to accurately and effectively position each of the major product capabilities against suitable client need and, where necessary, refer Financial Advisor inquiry to the right internal partner • Deeper specific knowledge of platforms / tools supporting the key National initiatives and the specific Regional priorities • Ability to develop strategic and tactical business plans to drive positive results • Ability to continuously grow and develop Financial Advisors practices through training, education, and one on one conversation • Effectively engage with Product Partners across the Firm to ensure your Financial Advisors have the proper training and knowledge of both existing and new tools and resources • Delivery of initiatives to the Branch / Complex office and Financial Advisor in a variety of methods • Desk-to-desk rollout of key initiatives • Deep dive book reviews and segmentation • Tactical campaigns • Procurement and facilitation of outside resources.

As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives.

NY30+ days ago

$125,000–$175,000 Per Year

Portfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each models specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firms financial advisors.

New York, NY30+ days ago

$124,000–$335,000 Per Year

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

NY30+ days ago

$136,600–$142,500 Per Year

p>Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients. Additionally, as a Manager - BCG Vantage you will drive development of intellectual property and knowledge assets to support the wealth management business, serving as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area, whilst working with business leaders to drive proposals & go-to-market efforts.

Melville, NY30+ days ago

$124,000–$335,000 Per Year

p>Innovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.

Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.

NY30+ days ago

$99,000–$266,000 Per Year

As a Manager you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.

New York, NY30+ days ago

$99,000–$266,000 Per Year

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables.

NY30+ days ago

$100,000–$170,000 Per Year

Qualifications Bachelors degree and 3+ years of practical experience in portfolio management activities Working knowledge of ETF products and ETF ecosystem recommended but not necessary Experience in programming languages (Python) is a plus Strong organizational and analytical skills, and attention to detail Ability to work in a fast-paced and dynamic environment Strong communication skills ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Role Overview The ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities.

New York, NY30 days ago

$124,000–$335,000 Per Year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.

Melville, NY30+ days ago

$99,000–$266,000 Per Year

Demonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.

New York, NY30+ days ago

$99,000–$266,000 Per Year

New York, NY30+ days ago

$88,400–$132,600 Per Year

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

NY30+ days ago

$88,400–$132,600 Per Year

li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

NY30+ days ago

$88,400–$132,600 Per Year

NY30+ days ago

$192,200–$356,900 Per Year

p>Education and Experience Required:

Bachelor's degree and a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years higher education and/or work experience, including a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.

NY30+ days ago

$110,000–$135,000 Per Year

Hire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews, etc.).

As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues.

NY30+ days ago

$125,000–$290,000 Per Year

As part of one of the worlds leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. • Analyze client-directed managers that may not be on GSAMs platform, assessing risk characteristics and track record, and advise Portfolio Managers on how to take such managers into consideration when constructing the overall portfolio.

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.

NY30+ days ago

$157,400–$262,300 Per Year

This role oversees and advises on KYC, CDD, EDD, and AML/sanctions risk management for Corporate Trust & Agency, Institutional Client Services, Personal Trust & Wealth Management, and High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. Work with the Compliance Director to engage other Risk Departments, Internal Audit, Legal and/or Regulatory Affairs regarding interrelated risk issues impacting operational, credit, strategic, reputation, market, liquidity, interest rate and capital risks.

New York, NY17 days ago

$129,840–$194,760 Per Year

In order to compete with traditional Wealth Management providers, as well as fast growing entrants that are untraditional to financial services, the Digital Wealth Product Team was founded to modernize our digital offerings, enrich the wealth management experience, and reach our clients quickly in their preferred digital channel(s) of choice. To accomplish this, we've transformed our approach to product management resulting in a significant push to move faster, design for client-first solutions, and develop a product organization that rivals best-in-class players in the industry, creating an environment where digital product managers can shine, and build experiences that immediately impact millions of consumers.

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.

New!

NY1 day ago

$59,110–$88,660 Per Year

This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at https://www.guardianlife.com/careers). If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to MyHR@glic.com, making sure to provide your name and job requisition identification number.

New York, New York11 days ago

An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

Lead the design and development of a comprehensive, forward-looking operating model that integrates process improvements, technology enablement, and organizational efficiencies - establishing clearly defined future-state workflows, KPIs, and measurable success criteria to guide execution and accountability.

NY30+ days ago

$10,000–$12,000 Per Year

This is a generalist role focused on hands-on delivery across content, digital, events, and marketing operations, including:

Executing integrated content and digital marketing programs across email, social, and web channels that deliver Carlyles investment insights, educational resources, and brand voice to wealth audiences globally, with regional localization as needed.
Carlyles purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions, and corporations.

NY30+ days ago

Remote

$135,000–$150,000 Per Year

This position involves client-facing activities providing comprehensive tax services to existing clients, developing new businesses, and assisting our advisors and financial planning team with strategic tax planning.

Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters.

NY30+ days ago

$125,000–$250,000 Per Year

As part of one of the worlds leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance.

Long Island, NY30+ days ago

For more information visit this pdf url : https://creativeplanning.com/wp-content/uploads/2025/12/Wealth-Manager-2025-1.pdf.

Rochester, NY30+ days ago

p>for more description visit this url : https://creativeplanning.com/wp-content/uploads/2026/01/Wealth-Manager-2025-7.pdf.

Farmingdale, NY19 days ago

$88,400–$132,600 Per Year

li>Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

Hewlett, NY19 days ago

$88,400–$132,600 Per Year

NY19 days ago

$88,400–$132,600 Per Year

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Wealth Manager Jobs in New York

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Private Wealth Compensation Analyst Vaco LLC

Tax Manager Jobot

Senior Project Manager - Change Management Vaco LLC

Sr. Tax Manager Jobot

Tax Technical Expert - Manager, Director, Partner Jobot

Tax Manager Vaco LLC

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Store Manager Safelite

Assistant Store Manager Safelite

Controller Vaco LLC

Head of North American Solutions Sales ECLARO

Financial Advisor New York Life - Uniondale

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Senior Manager, Wealth Co-Marketing, FTSE Russell London Stock Exchange Group Plc

Customer Success Manager, Wealth and Asset Management London Stock Exchange Group Plc

Wealth Manager Center for Wealth Preservation

Wealth Management Client Relationship Manager TIAA

Recruiting Manager - Wealth & Asset Management Northern Trust Corp

Business Development Manager - NYC Wealth Center | Midtown North Morgan Stanley

Wealth: Sr Portfolio Manager BRC Group Holdings Inc

Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLP

Manager - BCG Vantage, Financial Institutions - Wealth Management BCG Digital Ventures

Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLP

Wealth Management Tax Services Manager PricewaterhouseCoopers LLP

Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLP

Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group Inc

Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager PricewaterhouseCoopers LLP

Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLP

Asset & Wealth Management Regulated Investment Company (RIC) - Manager PricewaterhouseCoopers LLP

Citi Wealth - Wealth Relationship Manager SAFE Act - Manhattan Citigroup Inc

Citi Wealth - Wealth Relationship Manager SAFE Act - Brooklyn Citigroup Inc

Citi Wealth - Wealth Relationship Manager SAFE Act - Bronx Citigroup Inc

Wealth Market Manager - NYC - Tri-state M&T Bank Corp

Private Wealth Client Service Manager Citizens Financial Group Inc

Asset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research, Vice President - New York The Goldman Sachs Group Inc

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

Senior Compliance Manager (KYC) - Institutional Services, Corporate Trust, and Wealth Management (Hybrid - See Job Description for Listed Locations) M&T Bank Corp

Digital Wealth Product Manager - Vice President Citigroup Inc

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

Wealth Management Relationship Manager The Guardian Life Insurance Company of America

Senior Project Manager, Neuberger Wealth Neuberger Berman

Return to Corporate" - Global Wealth Marketing Manager The Carlyle Group Inc.

Tax Manager - Wealth Management EP Wealth Advisors LLC

Asset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New York The Goldman Sachs Group Inc

Wealth Manager Creative Planning Inc

Wealth Manager - Rochester, NY Creative Planning Inc

Wealth Relationship Manager - SAFE ACT - Farmingdale, NY Citigroup Inc

Wealth Relationship Manager - SAFE ACT - Hewlett, NY Citigroup Inc

Wealth Relationship Manager - SAFE ACT - Northport, NY Citigroup Inc

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