Investment Advisor
$90k - $125kH. T. PROF Group
Transaction Advisor – Renewable Energy Tax Credits Apply Location New York, NY No Remote Type Direct Hire ID NY177-2754614 Posted Apr 30, 2026 Transaction Advisor – Renewable Energy Tax Credits Compensation: $90,000 – $125,000 annually Employment Type: Permanent | Full-Time | On-Site Location: New York, NY Our client is a premier global environmental commodity trader and climate solutions provider. With a team of over 450 professionals across 50+ nationalities, they are dedicated to converting commercial potential into global progress. They specialize in trading environmental commodities and designing sophisticated decarbonization strategies that help money make a tangible difference in the world’s transition to a sustainable future. We are seeking a high-impact Transaction Advisor for our client’s Renewable Energy Tax team —one of the firm’s fastest-growing desks. This role connects renewable energy developers with corporate and institutional tax credit buyers. The ideal candidate will be a commercially driven professional with strong financial acumen and the hunger to scale a platform that closed significant tax credit transaction volumes to date. Responsibilities Develop and manage a robust pipeline in the renewable energy transferable tax credit market (ITC, PTC, 45Z, 45X) from initial sourcing to final closing Build and deepen strategic partnerships with Fortune 1000 corporations, financial institutions, private equity sponsors, and infrastructure funds Actively engage with renewable energy developers and project finance sponsors to source high-quality tax credit opportunities Lead negotiations and structure tailored transaction solutions, coordinating with Legal, Operations, and Trading teams from term sheet through execution Provide clients with sophisticated market intelligence, pricing guidance, and regulatory insights via high-quality pitch decks and market updates Identify \"whitespace\" opportunities through creative product positioning and represent the firm at key industry conferences and workshops Qualifications Required Bachelor's degree in Finance, Business, Tax, or a related field. 2–6 years of client-facing experience in structured finance, capital markets, accounting, or advisory (Big 4 or sell-side experience strongly preferred) Working knowledge of the Inflation Reduction Act, transferable tax credit mechanics, or renewable energy project finance Proven track record in originating or supporting closed financial transactions Strong analytical skills and proficiency with CRM/sales enablement tools (e.g., ZoomInfo, LinkedIn Sales Navigator) Based in or willing to relocate to New York, NY Preferred Entrepreneurial mindset with the ability to synthesize complex regulatory information into clear client insights Experience in secondary environmental markets (RECs or RNG) 100% Company-covered Health, Dental, and Vision insurance for employees and families Retirement savings plan (401k) with company match 20 days of flexible paid time off (PTO) annually Generous parental and caregiver leave Commuting cost reimbursement and office equipment stipend Comprehensive employee wellness program Strong focus on continuous professional development Our client is an equal opportunity employer and encourages candidates from all backgrounds to apply, even if they do not meet every single criterion listed above. The posted range serves as a guide rather than a guarantee. The actual offer will be determined by objective factors including, but not limited to, years of experience, geographic location, and applicable licenses. #J-18808-Ljbffr
- ...recruiter who can provide you more specific details for this role.Line of Business:TD WealthJob Description:The Institutional Senior Investment Advisor partners with the Institutional Relationship Manager to provide investment services including sophisticated investment...SuggestedFull timeLocal areaWork from homeFlexible hours
- ...Four Points Advisors is a Registered Investment Adviser established in 2015, with an 11 year old startup mentality. Find out more, reach out to us and learn why we believe in our people, philosophy and process leading to better performance (Boom -- there's your four points...Suggested
- ...Our ecosystem includes 70+ clients, 18+ professional athlete advisors, and an event portfolio that currently draws 800+ attendees per... ...currently in an active Series A raise, with additional financing and investment opportunities anticipated in the near future. The Role CSE is...SuggestedContract workWork at officeRemote work
- ...in New York. This position involves providing tailored financial advice to clients, developing financial plans, and recommending investment products like stocks, bonds, and managed solutions. Qualifications include holding Series 7 & 66 licenses and at least one year of...Suggested
- ...Ares Management is seeking a Vice President - Investment Adviser Compliance to join its Legal & Compliance team. The role focuses on advising investment professionals on complex regulatory matters, structuring transactions, and managing regulatory risk across a global...Suggested
- ...Citi is looking for an experienced Investment Sales Sr. Lead to manage investment products including mutual funds and private equity. This role requires excellent communication and relationship management skills to educate Bankers and lead client meetings. The ideal candidate...
$170.5k - $284.1k
...Investment Management ServicesProvides comprehensive investment management services to Wealth Advisory Services clients. Operates within... ...necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products...Work experience placementWork at office- ...Institutional Senior Investment AdvisorWork Location: New York, New York, United States of AmericaHours: 40Pay Details: $124,280 - $18... ...TD WealthJob Description: The Institutional Senior Investment Advisor partners with the Institutional Relationship Manager to provide...Local areaWork from homeFlexible hours
$125k - $175k
Morgan Stanley in New York seeks an Investment Consultant - Relationship Manager to support the Financial Advisor team in developing and managing client relationships, assess goals, and provide strategic investment guidance. The role requires 3-5 years of experience, appropriate...- Edelman Financial Engines, a leading independent wealth advisor, is seeking an Investment Advisor for the Inbound Advisor team. You will deliver financial strategies to help individuals reach their goals and build long-term client relationships. Responsibilities include...
- IDB Bank is seeking a Wealth Planning Specialist to provide dedicated planning and investment resources within the Private Banking division. The role involves working closely with Private Bankers across New York, California, and Florida, delivering sophisticated financial...
$109.12k - $163.68k
...governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to achieve their strategic...Full timeWork experience placementWork at officeWorldwide- ...Estate is an international real estate advisory specializing in investment property in Brazil, with a focus on São Paulo, Rio de Janeiro,... ...analytics, marketing, and transaction coordination — allowing advisors to focus on clients and closings. About the Role We are...Remote jobCurrently hiring
- Masterworks Advisers, based in New York City, seeks a Senior Financial Advisor to build trusted relationships with UHNW clients visiting our... ...multi-million dollar paintings and educate them on art-backed investments. The role requires extensive in-person interaction, a strong...Monday to FridayAfternoon shift
$250k
Marcus & Millichap Real Estate Investment Services, Inc. is hiring for a commission-based position in New York. As an independent contractor, you'll learn through structured training while building your own client base. Your responsibilities include representing clients...For contractors- ...is seeking a Financial Professional to manage retirement and investment strategies for clients. In this role, you'll be responsible for... ...This position offers competitive compensation and the opportunity for professional development. #J-18808-Ljbffr Voya Financial Advisors
- Masterworks Advisers seeks a Senior Investment Specialist to build trusted relationships with UHNW clients visiting our NYC gallery. You will meet around 50 prospects daily at evening events featuring multi-million dollar artworks and educate them on art as an investment...Afternoon shift
- A real estate advisory firm is seeking Real Estate - Investment Advisors to join their fully remote team. This commission-based role involves advising international investors on Brazilian real estate opportunities. Successful candidates will manage inbound leads, supported...Remote job
- A private capital ecosystem firm is seeking Investment Strategy Advisors to provide high-level guidance in investment strategy, fund structuring, and portfolio optimization. As independent contractors, advisors will focus on strategic investment guidance without traditional...For contractorsFlexible hours
$60k - $128k
Investment Advisor Pay: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule, Health insurance, Life insurance, Professional development assistance, Referral program,...Work experience placementFlexible hours- A leading investment advisory firm in New York is seeking a Senior Investment Advisor to join their team. This role involves guiding clients through art-related investments, managing high-value relationships, and delivering exceptional investor experiences. The ideal candidate...
- Masterworks, LLC. is looking for a Senior Financial Advisor in New York to build relationships with ultra-high-net-worth clients visiting... ...attending evening events to meet clients, advising them on investments, and following up after initial meetings. Candidates should...Afternoon shift
- A private capital ecosystem firm seeks experienced Senior Investment Advisors to provide strategic advisory services across investment strategies and deal structures. As independent contractors, advisors will guide fund managers and investors through high-level decision...For contractors
- A leading investment firm in New York City is seeking an Investment Advisor to grow its investor community by guiding new and existing investors through art investments. Responsibilities include providing portfolio reviews, advising on alternative assets, and leveraging...
$250k
Marcus & Millichap Real Estate Investment Services, Inc. is seeking enthusiastic individuals for a commission-based commercial real estate broker position. This role involves learning through structured training while representing clients in the sale of investment properties...- Neuberger Berman Advisor Consultant Associate (ACA) helps promote and sell NB investment products through financial advisors in the Midwest and West, partnering with Advisor Consultants to expand territory coverage. The role requires outbound prospecting, setting appointments...
- A private capital advisory firm in New York seeks Senior Investment Advisors to provide strategic guidance and capital advisory support. This independent contractor role offers flexible compensation ranging from $200 to $500 per hour, based on experience and scope. Ideal...Hourly payFor contractorsFlexible hours
- Bank of America is seeking a client‑focused financial professional to provide comprehensive financial advice and customized solutions. You will triage leads, meet with clients to review goals, build financial plans, and recommend brokerage products to help clients reach...Work at officeMonday to Friday
- United States Digital Space LLC seeks a licensed financial professional in New York to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products, while...Monday to Friday
- Voya Financial is seeking an experienced financial professional to deliver personalized investment solutions and create comprehensive financial plans for clients in New Jersey. You will support investment teams, verify plan accuracy, and help cultivate strong client relationships...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Advisor. Be the first to apply!
- investment operations associate New York, NY
- investment advisor New York, NY
- senior investment advisor New York, NY
- investment consultant New York, NY
- real estate investment associate New York, NY
- registered investment advisor New York, NY
- investment firm New York, NY
- investment coordinator New York, NY
- investment operations New York, NY
- investment part time New York, NY

