Wealth Advisor for AI-Driven Planning (NYC)
Diamond Consultants - Financial Advisor Recruiters and Consultants
Diamond Consultants - Financial Advisor Recruiters and Consultants is seeking a planning-focused Wealth Advisor for its New York City office. You will work with high-net-worth clients and collaborate with engineers to help shape the future of advisor technology and AI-enabled wealth management. The role emphasizes relationship building, proactive financial planning, and a passion for innovation in a fast-growing independent firm in NYC. #J-18808-Ljbffr Diamond Consultants - Financial Advisor Recruiters and Consultants
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor for AI-Driven Planning (NYC) in New York, NY vacancy
$100k - $115k
Link Logistics is seeking an Analyst for their Financial Planning & Analysis team in New York City. This role focuses on designing and deploying AI-driven tools that transform planning, forecasting, and reporting processes. The ideal candidate has 1-3 years of experience...Suggested- Unity is seeking an Adaptive Planning Analyst to streamline financial processes through configuration and optimization of Workday Adaptive... ...with finance partners, troubleshoot data flows, and innovate AI-driven efficiencies. The role requires strong interpersonal skills to...Suggested
$120k
...Company's forecasting and long-term planning abilities. The right person... ...technical skills leveraging AI to drive operational... ...multiple tasks in a deadline-driven environment ~ Excellent communication... ...salary for this role based in NYC is around $120,000 + bonus + equity...SuggestedFull timePart timeWork at officeRemote workWork visa2 days per weekButterfly Network
New York, NY3 days ago$130k - $150k
...leveraging our real estate expertise and using AI-driven renter underwriting to help operators... .... This team plays a central role in planning as well as execution across financial forecasting... ...Location This is a hybrid role based in NYC What You’ll Do Use data, judgement, and...SuggestedTemporary workFlexible hours- ...support the Finance organization by configuring Workday Adaptive Planning and collaborating with finance partners. The role requires... ...ideal candidate possesses a bachelor's degree and familiarity with AI tools, along with strong organizational and communication skills...Suggested
- OTG Experience, LLC is looking for a FP&A Analyst to enhance financial clarity and support strategic decision-making. This pivotal role involves developing budgets, analyzing financial performance, and collaborating with various departments. Ideal candidates will have a...
- J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management... ...comprehensive financial planning and advice to individuals... ...- Special Situations (NYC or Chicago) Manhattan, NY... ...started with the help of AI. #J-18808-Ljbffr JPMorganChaseFull time
- ...Base salary is market-driven and determined at the time... ...to maximize their wealth potential and drive better... ...technology, data, and AI to simplify the client... ...and make it easier for advisors and sales teams to deliver... ...clients’ financial plans, implement proposed strategies...ApprenticeshipLocal area
$77k - $202k
...for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve... ...and enabling the deployment of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex...H1bPricewaterhouseCoopers
New York, NY3 days ago- Somi AI is seeking an Adaptive Planning Analyst to join the Finance Transformation & Systems team. In this role, you will configure Workday Adaptive Planning models and collaborate with finance partners to optimize monthly reporting and forecasting. The ideal candidate...
$67.5k
...financial systems administration, and emerging AI‑enabled workflows. This is a hands‑on... ...execution with growing ownership across planning, reporting, and systems. The ideal... ...contributing to the development and adoption of AI‑driven capabilities within finance. Exposure to...Temporary workLocal areaWME Group
New York, NY3 days ago$75.6k - $108k
...do possible. We’re curious, creative, and driven by the belief that great work happens... ...Reconcile data across systems (ERP, SAC, and planning tools) and investigate discrepancies.... ...processes, and improve turnaround time. Leverage AI tools to enhance process efficiency and...Local areaIMAX Enhanced | Streaming & Consumer Technology
New York, NY2 days ago- ...re partnering with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office. This is an opportunity to work with high... ...shape the future of advisor technology and AI-enabled wealth management. What you'll bring 5...Full timeWork at office
Diamond Consultants
New York, NY20 hours ago $87.19k - $114.43k
...Associate, Strategic Finance supports financial planning, analytics, and business insights for the... ...Craft recommendations using a data-driven approach combined with business intuition... ...reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the...Full timeWork experience placementWork at officeFlexible hoursOscar Health
New York, NY4 days ago$10k
...with Product and GTM, lead cross-functional planning. FP&A — Drive consolidated... ...scalable, and maintainable Curiosity about AI tools — prior experience is a plus, but not... ...drinks, and more ~ Relocation support to NYC or SF (as needed) Canada...Full timeWork at officeRemote workHome officeRelocation packageFlexible hoursColorwave Inc
New York, NY2 days ago- ...partner to executive leadership, supporting consolidated financial planning, analysis, and strategic decision‑making across the enterprise... ...opportunities for process improvement, automation, and use of AI‑driven tools to enhance reporting and analytics. Qualifications &...Currently hiringWork at officeLocal area
Corpay
New York, NY3 days ago - ...covering budget variance, scenario planning, and pricing and packaging... ..., CRM, contract ops) AI fluency and native comfort using... ...Series B startup based out of NYC. Although we are a distributed... ...about having you join our mission‑driven team and help us build the future...Contract workRemote workHome officeFlexible hoursNight shift
Cloaked
New York, NY3 days ago $89k - $115k
..., a Marsh (NYSE: MRSH) business, is a management consulting firm driven by deep industry insight, bold innovation, and a collaborative approach... ..., and finance transformation Develop cutting‑edge skills using AI tools to define the future of finance at Oliver Wyman Applicable...Work at officeLocal areaRemote workFlexible hours3 days per week- ...join our growing team in a fully remote environment. You will transform ideas into scalable solutions, leveraging technology and AI-driven tools to improve processes, generate insights, and support strategic decision-making across the business. The ideal candidate is curious...Remote job
$100k - $135k
...perspective on culture formed by a global footprint of data and AI-driven insights. Samba TV is seeking a Senior Analyst, FP&A to serve... ...in building and professionalizing the company's financial planning infrastructure. This role requires both strategic thinking and...Temporary work$100k - $140k
Goartemis is seeking a Security Analyst to enhance AI-driven defense solutions. As a crucial team member, you will review security cases, provide recommendations, and improve detection logic across customer environments. Ideal candidates will have 2-3 years of SOC experience...- Artemis Search is seeking a passionate Security Analyst in New York to analyze security cases and improve detection logic for our AI-driven defense platform. You will be integral in shaping detection content and investigation workflows while collaborating closely with the...
$100k - $140k
Artemis is seeking a Security Analyst in New York City to join their team in AI-driven defense. The role involves reviewing security cases, writing detection logic, and investigating incidents across various environments. Candidates should have 2-3+ years of experience...- ...The role involves reviewing security cases and improving detection logic. You will work at the intersection of SOC operations and AI-driven security, while shaping investigation workflows. Successful candidates will have experience in SOC environments and the ability to...
- ...Development Manager at Prudential Advisors Prudential Advisors is looking for driven, motivated self-starters in the Buffalo... ...a 4% match, a cash balance pension plan, and a pension enhancement plan.... ...article, started with the help of AI. #J-18808-Ljbffr Prudential FinancialFull time
$175k - $225k
...Description We are seeking a Portfolio & Wealth Advisor to support the team’s relationship... ...investment coordination, and financial planning, among other responsibilities. In this role... ...Eagerness to integrate emerging technologies (AI) to gain efficiencies in workflows What...Work experience placementShift work$82k - $130k
...Performance Teams Financial Advisors at Northwestern Mutual’s Midtown NYC Office help their clients... ...approach to financial planning. As a business owner, they... ...Advisor” roles. Asset & Wealth Management, Private Wealth... ...started with the help of AI. #J-18808-Ljbffr...Full timeFor contractorsWork experience placementWork at office$140k - $150k
Strategic Finance Associate | Series B SaaS | NYC $140,000 - $150,000 + equity SoHo, NY (4 days p/w in office) Talentedge are supporting... ...to include: Own budgeting, forecasting and company‑wide planning Build complex financial models to drive business decision making...Work at officeImmediate start- ...roles featured within the Career Launch AI Private Job Board . It is not a direct job... ...exclusive finance, strategy, and analytics-driven roles that may not appear on public job... ...reflects a typical early-career financial planning and strategy role accessible through our...Full timeInternship
$110k - $130k
...budgeting and forecasting for the company and will help with the planning, analysis and reporting of Fee Related Earnings (FRE) and... ...processes independently Experience leveraging OneStream, Power BI, AI‑driven tools (Claude, ChatGPT) to enhance analytical workflows and...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor for AI-Driven Planning (NYC). Be the first to apply!
Related searches
- associate financial representative New York, NY
- financial planning administrator New York, NY
- finance operations associate New York, NY
- financial planning consultant New York, NY
- patient financial counselor New York, NY
- financial advisor development program New York, NY
- financial advisor no experience New York, NY
- financial advisor wealth manager New York, NY
- international financial advisor New York, NY
- wealth advisor New York, NY