Wealth Advisor/Financial Planning - NYC
Northwestern Mutual
This is a full-time, on-site role for a Wealth Advisor / Business Owner located in New York, NY. The role involves spearheading and managing wealth management strategies, advising clients on investment opportunities, insurance, and financial planning. The role also requires building and maintaining strong client relationships, providing personalized financial solutions, and staying up to date on financial market trends and regulatory changes. Qualifications Skills in Client Relationship Management and Communication Strong Analytical and Problem-Solving Skills Knowledge of Market Trends Bachelor’s Degree in Finance, Economics, Business, or related field Exceptional organizational and time management skills #J-18808-Ljbffr Northwestern Mutual
- 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... ...in a fast-growing independent firm in NYC. #J-18808-Ljbffr Diamond Consultants - Financial...SuggestedWork at office
$100k - $125k
Senior Finance Associate - NYC - Hybrid A leading alternative investment manager is seeking a Senior Finance Associate to support a... ...production, and monthly/quarterly close processes Prepare and review financial reporting workpapers, NAV analyses, fee calculations, and...Suggested- A leading financial institution in New York is seeking a Financial Advisor to provide financial planning and investment management solutions. The role involves reviewing client goals, onboarding new clients, and ensuring comprehensive service to deepen client relationships...Suggested
- TD Bank is seeking a Financial Advisor in New York City to join its Wealth Management team. This role is designed for financial advisors with a focus on providing personalized investment guidance to clients, fostering relationships, and meeting financial goals. The ideal...Suggested
$140k - $150k
Strategic Finance Associate | Series B SaaS | NYC $140,000 - $150,000 + equity SoHo, NY (4 days p/w in office) Talentedge... ...to include: Own budgeting, forecasting and company‑wide planning Build complex financial models to drive business decision making, including future...SuggestedWork at officeImmediate start- Workday Procurement consultant (Onsite) Location: NYC, NY Duration: 6+ months Job Description MUST have Workday Procurement experience... ...on top Workday consultants with just HM and finance Must have financial experience Consultant needs to have a healthy mix of working...Contract work
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Futu Holdings Limited is seeking a Financial Customer Experience Associate to support in-person activations at the NYC Brand Store. This role emphasizes client engagement, sales, and compliance with FINRA and SEC regulations. Ideal candidates will thrive in dynamic environments...- Finance Associate Attorney Role at a Vault 20 NYC Firm - No Billables, Fast Track to Partner LHH Recruitment Solutions is currently working with a top-ranked Vault 20 law firm based in New York City that is seeking to add an associate to its finance practice. Sophisticated...Full timeLocal area
- A financial services firm in New York is seeking a Senior Accountant / Senior Finance Associate to oversee accounting operations and ensure data accuracy. The role requires a CPA and 1-3 years of experience in financial services. Responsibilities include supporting audits...
$118k - $170k
...Wall Street Journal, and the Financial Times, and was recognized as one... .... Role Overview As a Private Wealth Associate for Masterworks Advisers... ...will work alongside Senior Advisors toward shared gallery AUM... ...senior advisory role Based in NYC and available to work 11am–7pm...Afternoon shift- ...New York. This role involves supporting asset-backed financing and capital markets transactions, using strong analytical skills and financial modeling capabilities. The ideal candidate will have a Bachelor’s degree and at least 3 years of experience in the financial...
$350k
...Senior Advisor/Banker Our client is a growing super... ...identify candidates in the NYC, Long Island or New... ...Provide integrated financial services advice to these... ..., and trust and estate planning. Work collaboratively... ...years' experience in the wealth management industry as...$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational... ...in understanding and defining their financial planning and investment needs and objectives.... ...company holidays Solo 401(k) NYC office with breathtaking views in the...Work at officeImmediate start- Butterfly Network, located in New York City, is seeking an FP&A Senior Analyst to support financial processes and enhance planning capabilities. The ideal candidate has 2-5 years of experience in FP&A, excels in financial modeling, and possesses strong technical and communication...
$310k - $390k
...at a large law firm, and be actively admitted to the New York bar. Responsibilities include counseling clients on M&A transactions and representing various financial entities. Competitive compensation ranges from $310,000 to $390,000 annually. #J-18808-Ljbffr 247Protas$260k - $310k
The People Of: Professional Services is seeking a Mid-Level Associate with 2+ years of experience to join their Financial Institutions Group in New York. This role involves advising clients on mergers, acquisitions, and regulatory compliance within the financial sector....- Finance/Accounting Associate - Private Equity (NYC, Hybrid) Company Overview: Our client is a leading alternative investment firm with... ...co-investments. Prepare and review quarterly trial balances, financial statements, and supporting work-paper packages for private equity...Work at office
- ...a Strategic Finance Associate for a rapidly growing SaaS startup in New York City. This role involves budgeting, forecasting, and financial modeling to support strategic decision-making in a collaborative environment. The ideal candidate will have a strong academic background...
- BBVA in New York is seeking a Project Finance Associate to join the New York team in a hybrid work model. You will assist in the origination, structuring, and execution of project finance deals across infrastructure and energy sectors, while preparing market materials and...
$260k
...experience in asset-backed finance transactions and must be admitted to practice law. This role involves working with sophisticated financial institutions as well as startups. The compensation range is $260,000 to $435,000 annually, reflecting experience and...- ...and preparing offering materials. A JD degree and admission to the New York State Bar are required, alongside strong analytical and problem-solving skills. Benefits include comprehensive health insurance and a retirement savings plan. #J-18808-Ljbffr BCG Attorney Search
- Goldman Sachs Group, Inc. is seeking an Associate for their Leveraged Finance group in New York. The role involves executing financial transactions and advising clients on complex financial challenges. Ideal candidates will possess significant investment banking experience...
- A reputable AmLaw 200 firm in New York is seeking an Asset-Based Finance Associate with 2-4 years of commercial finance experience in a law firm setting. This role offers the chance to work on sophisticated finance transactions while developing skills in a collaborative...
$85k - $90k
A leading solutions provider seeks a Workday Financial Functional Consultant in New York City. The role requires strong integration skills with Workday Financials, including data migration from legacy systems, and at least 5 years of experience in Workday implementation...Full time- ...company in New York seeks a Strategic Finance Associate to support financial analysis and decision-making. The role involves partnering with... .... Benefits include fully covered medical insurance, a 401k plan with company match, and unlimited PTO in a hybrid work environment...3 days per week
- BCG Attorney Search seeks a junior-level Project Finance Associate for its New York, NY office to work on renewable energy projects including wind, solar, and storage, with a focus on project document diligence. The role involves conducting diligence, reviewing contracts...Work at office
$235k - $260k
Paul Hastings LLP in New York is seeking a Junior Associate with two to three years of experience to join the firm’s rapidly growing Global Finance practice. Ideal candidates will have experience executing complex finance transactions and credit arrangements for lenders...- BCG Attorney Search is seeking a Commercial Real Estate Finance Associate in New York. The ideal candidate will have experience in commercial real estate finance and be eager to join a dynamic team within the Global Finance group. Responsibilities include participating ...
$225k - $235k
...from those specified above. We offer comprehensive benefits, including: Medical/dental/vision/life/and AD&D insurance 401(k) savings plan Back-up childcare Back-up eldercare Opportunities for professional development and growth Equal Opportunity Statement All qualified...- Premier Global Law Firm in New York City is seeking a Financial Restructuring & Reorganization Associate Attorney to join its New York office. The role offers exposure to sophisticated Chapter 11 proceedings and high‑profile restructurings with significant client interaction...Work at office
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