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Senior Wealth Advisor jobs in New York, NY

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SENIOR WEALTH ADVISOR

Substantial experience in the wealth management industry and knowledge of different product areas. M.B.A. or J.D. preferred, or equivalent combination of education and experience. Comprehensive knowledge of investments, tax and es...

CompanyBessemer Trust Company
AddressNew York, NY
CategoryRetail
Salary$175,000 - $200,000 a year
Date Posted 4 weeks ago See detail

Senior Wealth Advisor

Bessemer Trust Company

New York, NY

$175,000 - $200,000 a year

Substantial experience in the wealth management industry and knowledge of different product areas. M.B.A. or J.D. preferred, or equivalent combination of education and experience. Comprehensive knowledge of investments, tax and es...

4 weeks ago seen See more...

Senior Wealth Advisor

Titan

New York, NY

$150,000 - $225,000 a year

Turn prospects into clients and clients into raving Titan fans. Source and manage prospects, utilize Titan's client prospecting tools, hone multiple outreach efforts, and build deep relationships with clients. Consult with clients...

a month ago seen See more...

SVB - Senior Advisor, Global Treasury & Payments Advisory

Cit

New York, NY

They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping...

2 weeks ago seen See more...

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...

7 days ago seen See more...

Asset & Wealth Management Tax Senior Associate

Pix11

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

a week ago seen See more...

Asset & Wealth Management Tax Senior Manager

Pix11

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...

a week ago seen See more...

Financial Literacy Benefit Advisor/Senior Case Manager

Volunteers Of America Greater New York

Bronx, NY

life insurance, retirement plan

Conduct client financial coaching through one-on-one, couple, or small group sessions. . Competently assess clients' current financial situation by reviewing their income, assets, and debts. . Provide resources on financial manage...

4 days ago seen See more...

Asset & Wealth Management - Tax Senior Associate

Pix11

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

a week ago seen See more...

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

Senior Cloud Advisor

Biospace

Plainsboro, NJ

Participate in the global CCoE advisory function with special focus on internal Novo Nordisk business partners in North America and will act as single point of contact. Encourages information sharing, team-based resolutions, cross...

7 days ago seen See more...

Asset & Wealth Management Tax Senior Manager

Pix11

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...

2 weeks ago seen See more...

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...

a month ago seen See more...

Tribal Engagement Senior Policy Advisor

Hhs Careers

Caldwell, NJ

Brings national policy expertise related to the federal trust responsibility (25 U.S.C. 5304) and government to government relationship between the United States and the federally recognized Tribes. Serves as an agency expert on T...

3 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

Senior Financial Advisor

Prudential Advisors - Nyc/Nj

New York, NY

Medical, Dental, and Vision benefits Turnkey marketing materials that quickly enable you to reach your market A robust leads program (at no additional cost to you) Practice building programs Recruiting support to help you find tal...

a month ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Senior Advisor

Spring Hills, Llc

Edison, NJ

$55,541.90 - $60,000.00 a year

Flexible Schedules. Medical Plan. Dental Plan. Vision Plans. 401k Match. Flex Spending Accounts. Incentive Bonuses. 100% Paid Life Insurance. Vacation Hours. Sick/Personal Days. Associate Appreciation Program. Premium Holiday Pay....

2 months ago seen See more...

Senior Client Advisor - Garden State Plaza

Ferragamo Usa Inc

Secaucus, NJ

A caring Client Advisor, an intuitive Senior Sales Associate, with a passion for style. Play an active role on the selling floor, and take action to ensure a memorable client experience, putting the client at the center of every d...

a month ago seen See more...

Senior Legal Counsel, Fidelity Private Wealth/Institutional Distribution

Fidelity

Jersey City, NJ

Five to ten years as a practicing attorney with relevant experience. Experience working with a range of issues affecting private wealth and institutional clients, with a heavy emphasis on alternatives and non '40 Act distribution...

2 months ago seen See more...

Senior Financial Advisor, Yonkers

Savvy Wealth

Yonkers, NY

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team. Develop new HNW client relationships through Savvy's marketing and lead generation programs. Provide comprehensive financial p...

2 months ago seen See more...

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Top Jobs in New York County, NY

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What companies are hiring for Senior Wealth Advisor jobs in New York?

The top companies hiring now for Senior Wealth Advisor jobs are Avior Executive Search, New York State Department of Labor,

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