Strategic Wealth Advisor
$61.88k - $105kSantander
Santander is seeking a Financial Advisor in Newton, MA to identify client needs, recommend investment and insurance solutions, and grow assets under management through a disciplined, needs-based planning approach. The role requires FINRA licenses (Series 7, 66 or 63/65) and state insurance licenses, a bachelor’s degree or higher, and at least 5 years of investment guidance experience; base pay ranges $61,875 to $105,000 per year with a strong rewards package. #J-18808-Ljbffr Santander
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth Advisor in New York, NY vacancy
$10k
...want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.About the Role Ramp's Strategic Finance team sits at the center of how the company allocates its time and resources. We're hiring across three complementary...SuggestedFull timeWork at officeHome officeFlexible hours$87.19k - $114.43k
Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team.Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health...SuggestedFull timeWork at officeFlexible hours- ...role covers forecasting, dashboards, outsourced close and reporting, technical accounting research, and financial modeling to inform strategic decisions. You will assess controls and ownership-change considerations while delivering practical, actionable recommendations....Suggested
- ...Job Description Job Description Strategic Financial Planner Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation...SuggestedFull timeInternship
Career Launch AI
New York, NY2 days ago - ...reimagine the world of luxury furnishings. As our Senior Associate of Strategic Finance, you will play a pivotal role in driving Maiden Home’s... ...ago New York, NY $90,000.00-$110,000.00 5 days ago Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Finance...SuggestedFull timeTemporary work
Maiden Home
New York, NY4 days ago $73.6k - $128.8k
...you'll have the opportunity to develop expertise across multiple areas of finance while working on projects that directly influence strategic decisions at the highest levels of the organization.Basic qualifications- Bachelor's degree in finance, accounting, business,...Flexible hours$10k
...want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Ramp's Strategic Finance team sits at the center of how the company allocates its time and resources. We're hiring across three complementary...Full timeWork at officeHome officeRelocation packageFlexible hoursRAMP
New York, NY4 days ago$100k - $130k
...is the ideal combination of a fintech, SMB software, and consumer company all in one. About the Role GlossGenius is looking for a Strategic Finance Associate to support financial and strategic analysis, forecasting and budgeting, and management and investor reporting while...Temporary workWork at officeHome officeFlexible hours2 days per weekGlossGenius
New York, NY1 day ago$135.7k - $170.2k
...experiences, and build a legacy that inspires future generations. Team: Finance Location: New York, NY or Surrounding Areas As part of the Strategic Finance team, you will help scale the financial reporting, analytics, and planning capabilities and empower decision makers across...Relocation packageFlexible hoursShift workMrBeast
New York, NY2 days ago- ...eat the world. The Role The Monad Foundation is looking for a Strategic Finance Associate to play a critical role in overseeing the financial... ...fiat and crypto holdings Partner with external accounting advisors and vendors to ensure accurate and compliant accounting and...Work at office
Monad Labs, Inc.
New York, NY1 day ago $120k - $160k
...Strategic Finance AssociateLocation: New York CityIn-office: 3 days per week (Tues–Thurs)Reports to: VP of FinanceCompensation: $120,... ...privately held companies. Used by 4,000+ acquirers and 3,000+ M&A advisors, our digital transaction platform improves the efficiency,...Work at office3 days per weekAxial
New York, NY3 days ago$175k - $210k
...want to build alongside people who care deeply about each other and our customers, we'd love to meet you. About The Role As a Strategic Finance Manager, you will drive the core workstreams that keep our financial engine running: the operating model, the quarterly...Remote workHigh Touch LLC
New York, NY5 days ago$125k - $150k
...Associate, Strategic Finance Yieldstreet Inc. New York, New York, United States About this position About Willow Wealth Willow Wealth is a leading private markets investment platform. We believe that private markets investment products should be a fundamental part of...Temporary workWork experience placementYieldStreet
New York, NY3 days ago$135k - $145k
...Strategic Finance AssociateNew York, NY (Hybrid)About the RoleBehind many of life's most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint is building...Temporary workWork experience placementWork at officeLocal areaFlexible hours2 days per weekSetpoint
New York, NY10 hours ago$120k - $140k
...NY (HYBRID) COMPENSATION: $120-140k + bonus Overview We are currently partnered with a travel services firm that is in search of a Strategic Finance Associate. This individual will be a key addition to the company's finance team as they are joining a small, high impact...Selby Jennings
New York, NY1 day ago$85.1k - $161.7k
...nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital...Full timeWork experience placementInternshipLocal area$100k - $140k
About the RoleiCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance...Full timeWork at officeRemote work$75.4k - $88.5k
...career—it offers the chance to help create what's next. Responsibilities Finance Analysts at PepsiCo are challenged to think both strategically and analytically to solve critical business problems. PepsiCo Finance partners have a seat at the table and a strong voice in...Full timeTemporary workPart timeImmediate start- We are seeking a dynamic Associate to join the Strategic Financing Solutions team. J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust...Work experience placement
$100k - $120k
...“impossible,” or as we call it here “let me find a way,” to redefine the future of pet ownership together. Fi is looking for a Strategic Finance Associate, Data & Reporting! Fi is looking for a Strategic Finance Associate, Data to own the numbers behind some of our...ApprenticeshipWork at officeLocal areaFlexible hoursFi
New York, NY6 days ago$84k - $126k
The opportunityUnity (NYSE: U) is seeking a high-impact finance professional to join our Investor Relations & Strategic Finance team. In this role you will sit at the intersection of external communications and internal strategic analysis—helping the investment community...Full timeWork experience placementWork at officeWorldwide- Ramp's Strategic Finance team sits at the center of how 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...
- MrBeast is seeking a Senior Associate, Strategic Finance in New York to scale planning infrastructure and drive financial visibility across diverse businesses. This role sits at the intersection of growth, strategy, and performance, partnering with Finance, Operations,...
- Weekday AI (YC W21) is looking for a Strategic Finance AI Expert to bridge advanced analytics with high-impact financial decisions remotely, specifically in Canada. The role involves developing business cases, unit economics frameworks, and providing executive-level decision...Remote jobPart timeWeekday work
$117k - $187k
...businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy. The Strategic Finance team is responsible for providing data-driven insights to inform strategic, financial, and operational decision‑making...Work at officeLocal area- Check, a US-based fintech infrastructure company, is hiring a Strategic Finance Associate to support its financial model, planning processes, and decision-support for leadership and investors. The role emphasizes analytical rigor, cross-functional collaboration, and the...Remote work
- TwinThread is seeking an Associate for its Strategic Financing Solutions team in New York City. The Associate will engage in the full cycle of transactional execution, preparing marketing materials and presentations for clients while supporting senior team members in corporate...
- The Seed Company is seeking a Strategic Finance Consultant for a full-time US remote role. You will work with partner organizations to accelerate Scripture translation by strengthening financial services and operations within the GP consulting framework. This position demands...Remote jobFull time
- Phyton Talent Advisors is recruiting for a finance professional to support a fast-growing Private Equity firm in a Strategic Finance role in New York. You will work closely with investment professionals to build forecasts, develop valuation models, and analyze investment...
$120k - $160k
...We do Consulting Differently About the BRG Corporate Finance Practice The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth 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