Full-Time Senior Wealth Advisor jobs in New York, NY

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10101- SENIOR POLICY ADVISOR, HEALTHCARE ACCOUNTABILITY

Lead the creation and implementation of a dynamic, interdisciplinary policy portfolio that advances a more transparent, accountable, and equitable health care system. Work in close collaboration with the data analytics team to dev...

CompanyFphny Recruitment Team
AddressNew York, NY
CategoryRetail
Job typeFull-Time
Date Posted 7 days ago See detail

10101- Senior Policy Advisor, Healthcare Accountability

Fphny Recruitment Team

New York, NY

Lead the creation and implementation of a dynamic, interdisciplinary policy portfolio that advances a more transparent, accountable, and equitable health care system. Work in close collaboration with the data analytics team to dev...

Senior Director, Lead AML Advisor - Retail Bank & Financial Services

Capital One

New York, NY

Provide risk management consultation to Retail Bank and Financial Services and its Executives on conducting risk assessments, identifying and mitigating risk, developing mitigation plans, business initiatives, and other risk manag...

Senior Associate/Analyst, Wealth Solutions Operations

Macquarie Group

New York, NY

This role will also have integration responsibilities as the operating model for Wealth Solutions evolves post the Central Park Group acquisition.You will be part of a team responsible for managing and providing oversight for the...

Academic Senior Advisor (HEOa) - Student Academic Success Hub

The City University Of New York

New York, NY

$64,649 - $72,667 a year

To provide comprehensive academic advisement to students who have not yet declared a major. Maintain and tracking student records, advises and takes action regarding program requirements Assist the director in developing new sessi...

Wealth Management Advisor Top Team in Northeast - Madison Avenue, NYC

Northwestern Mutual

New York, NY

$78,000 - $168,000 a year

Bachelors Degree from a Four - Year Institution. Prior sales and/or business experience preferred. Possess a history of personal and professional success. Ability to commute to the NYC Metro Area and ability to work onsite in our...

Asset & Wealth Management - Tax Senior Manager

Pwc

New York, NY

Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...

Wealth Management Advisor (Training and CFP Track)

Pontemla.com

New York, NY

$82,414 a year

Build relationships with prospective clients. Help clients think about future financial planning and personal goals. Constructing comprehensive plans. Educating clients on recommendations and sharing financial advice. Follow up wi...

Wealth Management Advisor

Tri-Harbor Financial Group

New York, NY

$82,000 - $114,000 a year

Bachelor's degree Required. Preferred: CFA | CFP | J.D. | Ivy League Undergrad | College / Professional Athlete. Relationship building, communication, sales, negotiation, or client-facing skills. History of professional success: c...

Wealth Relationship Advisor SAFE Act - Bronxville

York State Department Of Labor

New York, NY

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.. Anticipate the complex finan...

Senior Administrative Assistant - Wealth Management, Manhattan

Jpmorgan Chase & Co

New York, NY

$30.60 - $41.83 an hour

Maintain complex and detailed calendars. Screen incoming calls and determine the level of priority, while using caution in dispensing information. Manage the coordination and logistics of both internal and external meetings. Arran...

J.P. Morgan Wealth Management - Private Client Advisor- Staten Island, NY

Pix11

New York, NY

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

SVP - Senior Audit Manager - Wealth and Investment Services Products - Hybrid

Citi

New York, NY

$163,600 - $245,400 a year

Document audit procedures in a quality manner and in compliance with the IIA Standards and departments audit methodology. Manage a team of Internal Audit professionals, recruit staff, lead professional development, build effectiv...

Senior Internal Audit Advisor

Sumitomo Mitsui Trust Bank, Limited

New York, NY

$130,000 a year

Provide support and advice to NYIAD's activities as follows. Review applications and reports prepared by NYIAD for conformity with the policies, procedures, and standards of HOIAD and/or the Americas Division. Perform such other a...

Senior Financial Advisor, New York

Savvy Wealth

New York, NY

Develop new client relationships and support Business Development efforts. Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs an...