Senior Financial Advisor
InforCapital, partnership
InforCapital, partnership is seeking a Managing Director / Vice President for Alternatives Capital Formation in New York. You will lead client engagement and manage product strategies within a high-stakes environment focused on alternative investments.
The role demands significant capital markets experience, strong relationship-building skills with institutional investors, and a deep understanding of secondaries and real estate strategies.
#J-18808-LjbffrVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor in New York, NY vacancy
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countrys largest private banks, this could...Senior
Norman Alex
New York, NY21 hours ago - ...About The Company MassMutual NJNYC is a financial planning firm with offices across the Tri State. We specialize in helping clients... .... About The Role This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at...SeniorFull timeRemote work
MassMutual New Jersey-NYC
New York, NY21 hours ago - ...individuals and families. We bring together investment management, financial planning, tax strategy, and estate planning in one... .... If our work resonates with you, we’d love to connect! Senior Financial Advisor Are you ready for independence without starting from scratch...SeniorPermanent employmentWork at office
CORDA Investment Management
New York, NY4 days ago $200k - $350k
...and advisory firm for ultra-affluent families, is seeking a Senior Advisor for a direct hire role in New York City. The Opportunity We are... ...and alternative investments Strong command of integrated financial planning, and sold understanding how investment, tax, estate,...SeniorWork at officeCorps Team
New York, NY2 days ago$150k - $200k
...The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in... ...impact on business performance? Position Overview As a Senior Investment Advisor for Masterworks Advisers, you will be a trusted, high-impact...SeniorMasterworks
New York, NY21 hours ago- ...Job Description Job Description Full Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to...SeniorFull time
Avior Executive Search
New York, NY12 days ago $116k - $143k
...success. Role Summary We are seeking a Senior Wealth Distribution Intelligence & AI Partner... ...opportunities, prioritize firms and advisors, assess market potential, improve sales... ...strategy, client analytics, data science, or financial services. Strong knowledge of the U.S....SeniorOngoing contractWork at officeLocal areaFranklin Templeton Investments
New York, NY2 days ago$250k
A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs. This role requires a Certified Financial Planner (CFP) with at least 7 years in a client-facing role in the financial services industry...Senior- New York Life offers a pathway to grow your financial planning practice with the backing of a Fortune 100 company. You’ll have access to a broad product suite, including life insurance, annuities, long-term care and investment products, plus a dedicated support network...Senior
- Columbia University is seeking an experienced Financial Aid Officer to counsel students on aid programs, eligibility, and borrowing options. You will focus on private and alternative financing while supporting students impacted by federal loan changes. This role reports...Senior
- M&T Bank in New York City seeks an experienced Financial Advisor to grow a book of business by deepening client relationships and delivering sophisticated wealth management solutions. You will lead portfolio reviews and work across Wealth, Retail, and Banking teams to identify...Senior
- ...The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in... ...York City's Financial District. Role Overview As a Senior Financial Advisor for Masterworks Advisers, you will be responsible for...SeniorAfternoon shift
Masterworks
New York, NYa month ago $55k - $156.45k
S&T Bank is seeking a leader in brokerage and insurance services at their Pennsylvania locations. This role focuses on developing business, mentoring staff, and maintaining strong client relationships. Ideal candidates will have a four-year degree, required licenses including...Senior- ...Alliance Group, a leading wealth management practice in New York, seeks driven individuals for a career in financial advisory. You will partner with senior advisors to close new business, engage warm leads, and deliver exceptional service to high-net-worth clients....Senior
- JPMorganChase in New York is seeking an experienced Digital Acquisition Senior Associate to launch and optimize a new advisor acquisition approach across websites, advisor communications, webinars and email, using a disciplined test-and-learn mindset to grow new producers...Senior
- Truist Financial Corporation is seeking a customer-focused associate to deliver industry-leading service in-branch and over the phone. You will expand client relationships by offering financial solutions and referrals to partners, while supporting teller duties when needed...Senior
- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...Senior
- Senior Consultant - Trade Finance Sanctions and Controls Risk (SME)Job Number: 26-00160Help drive change! ECLARO is looking for a Senior... ...change and innovation in the industry by offering top-notch financial products and services for a wide-range of clients worldwide. If...SeniorWorldwide
- A leading global law firm is seeking a mid-level finance associate with 3–5 years of experience to join its finance practice in New York. The role offers opportunities to work on complex lending structures and innovative financing arrangements while collaborating with ...Senior
The People Of: Professional Services
New York, NY1 day ago - ...A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through innovative technology. This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications...Senior
RANGE
New York, NY1 day ago - ...Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch...Senior
Citi
New York, NY1 day ago - ...Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...Senior
Citi
New York, NY1 day ago $10k
...the company allocates its time and resources. We're hiring across three complementary tracks — and looking for people with sharp financial instincts, a builder's mindset, and the drive to take on a large scope quickly. Whether you lean toward GTM strategy, FP&A infrastructure...SeniorFull timeWork at officeHome officeFlexible hours$77k - $202k
...transactions and maximise value in their business deals.Those in financial due diligence at PwC will focus on providing strategic advice... ...services to large company and private equity fund clients. As a Senior Associate you are expected to analyze complex problems, mentor...SeniorFull timeH1b$110.7k - $218.3k
...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...SeniorLocal areaVisa sponsorship$90k - $150k
...PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have...SeniorFull timeYtswealth
New York, NY1 day ago$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers,...SeniorFull timeH1b- ...a career in Advisory.KPMG is currently seeking an Associate or Senior Associate to join our Structured Finance practice.Responsibilities... ...papers supporting our findings Review, validate, and develop financial cash flow models including mortgage (MBS) and asset-backed...SeniorH1bLocal area
$90k - $130k
...The Alliance for Media Arts and Culture is seeking a Senior Finance Consultant to manage financial operations for nonprofit arts organizations. This role involves leading budgeting initiatives, overseeing audits, and reporting financial performance. We require 10+ years...SeniorRemote workThe Alliance for Media Arts and Culture
New York, NY2 days ago- An excellent opportunity has arisen for a Banking & Finance Senior Associate to join a leading international firm to be based in New... ...substantial experience in all types of regional and international financial transactions.This friendly and collegiate team is headed up by...SeniorPermanent employmentLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Advisor. Be the first to apply!
Related searches
- junior financial advisor New York, NY
- financial advisor part time New York, NY
- finance associate New York, NY
- financial counselor New York, NY
- associate corporate finance New York, NY
- private wealth advisor New York, NY
- financial consultant New York, NY
- estate planning consultant New York, NY
- financial planning assistant New York, NY
- wealth advisor associate New York, NY