Wealth Manager Advisor jobs in Long Island City, NY

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Wealth Advisor (SAFE) 2
Wells Fargo - 27,091 reviews - White Plains, NY 10606
Serves as relationship manager, informal leader of internal teams for WM. Partners during client relationship reviews with Financial Advisors, who present...
Desired Experience: Chartered Financial Analyst, CPA, Management Experience, CFP, FINRA Series
Investment Associate - NY
Wetherby Asset Management - New York, NY
The successful candidate will support senior Client Service members (Wealth Managers, Advisors) in servicing client relationships....
Desired Experience: CFP, Microsoft Office
Easily apply
Senior Account Manager
Operative - New York, NY 10010
The Senior Account Manager also grows revenue. Build a wealth of knowledge in Operative’s product offerings and various use cases for....
Desired Experience: Microsoft Word, Microsoft Powerpoint
Easily apply
Asset Manager Sales Associate
Paritas Capital Management LLC - Greenwich, CT 06830
In this role, you will prospect, build relationships, and increase new assets while promoting Paritas Separately Managed Account (SMA) products to the...
Desired Experience: FINRA Series
Easily apply

Supervisory Manager - Chase Wealth Management - White Plains...

JP Morgan Chase - 19,937 reviews - White Plains, NY 10606
Prefer direct supervisory management experience of Advisors. FINRA designated Supervisor for Advisors in supported region....
Desired Experience: Management Experience, Supervising Experience, FINRA Series

Communications Manager - Wealth Management

New York Life Insurance Co - 1,625 reviews - New York, NY
Responsibility for making and driving significant decisions that impact the strategy and performance within Wealth Management....
Desired Experience: GAAP

Financial Advisor (Wealth Management)-NYC

TIAA - 634 reviews - New York, NY 10002 (Lower East Side area)   +1 location
As a Wealth Management Advisor, you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition....
Desired Experience: CFP, Microsoft Office, FINRA Series

Retirement & Wealth Provider Solutions Manager

Deloitte - 6,706 reviews - New York, NY
Retirement & Wealth Provider Solutions Consulting Manager. As a Deloitte Consulting Retirement & Wealth Provider Solutions Consulting Manager, you will help...
Desired Experience: Microsoft Powerpoint, Excel, Microsoft Word, Visio

Senior Wealth Manager - New York City

BNY Mellon - 3,184 reviews - New York, NY
Wealth Manager by Barron’s. BNY Mellon Wealth Management is a leading wealth manager. The Senior Wealth Manager serves as the trusted advisor to our high net...
Desired Experience: CFP, Portfolio Management, Certified Investment Management Analyst

Advisor Associate

NFP - 51 reviews - New York, NY 10019 (Midtown area)
The Advisor Associate works directly with a dedicated Managing Director and Advisors to assist with the wealth management and financial planning needs of...
Easily apply

Merrill Lynch Administrative Manager

Bank of America - 21,552 reviews - New York, NY 10281 (Battery Park area)
Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs....
Desired Experience: Time Management, Workday, FINRA Series

FSI -Wealth Management - Retirement - Senior Manager

Deloitte - 6,706 reviews - New York, NY
Our clients include managers and advisors from every sector of the industry, including registered investment advisors, wealth managers, investment managers,...
Desired Experience: Microsoft Powerpoint, Process Improvement, Visio

Credit Advisor, Private Wealth Management (New York, NY)

SunTrust - 3,280 reviews - New York, NY
Credit Advisors report directly to the Group Credit Strategy Manager working as members of Private Wealth Management client teams to provide credit product...
Desired Experience: Microsoft Powerpoint, Management Experience

Wealth Management, JPMS Middle Office Program Manager, Assoc...

JP Morgan Chase - 19,937 reviews - New York, NY 10172 (Gramercy area)
Morgan Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management....
Desired Experience: Customer Service, Microsoft Office
Branch Manager - Short Hills, NJ
TD Ameritrade - 457 reviews - Short Hills, NJ 07078
Financial Advisor, Wealth Management Advisor, Wealth Management, Financial Planner, Financial Planning, Investment Advisor, Branch Sales Manager....
Desired Experience: FINRA Series, Management Experience
Premier Advisor
Citizens Bank - 2,000 reviews - Yonkers, NY 10701
The Premier Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to affluent...
Desired Experience: NMLS