Wealth Management Advisor & Financial Strategy
New York Life Insurance Company
A leading financial services firm in New York seeks Financial Professionals to assist clients in achieving their financial goals through a comprehensive range of products and services. Candidates must be highly motivated, entrepreneurial, and possess strong integrity and communication skills. This role is focused on developing long-term financial strategies tailored to clients' needs and ensuring excellent service. #J-18808-Ljbffr New York Life Insurance Company
$100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (... ...advise and deliver customized strategies drawn from our deep... ...reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled... ...private wealth management, financial services, or related professional...SuggestedFull timeTemporary workPart time$104.7k - $154k
About the TeamWithin Finance & Strategy, the General & Administrative (G&A) Finance & Strategy team partners with leaders across DoorDash... ...excited about you because…You have 4+ years of experience in financial planning & analysis or a closely related finance role, where...SuggestedHourly payWork at officeLocal areaImmediate startRemote workFlexible hours$95.55k - $195.25k
...Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation... ...advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts, and...SuggestedWork at officeLocal areaVisa sponsorship$104.7k - $154k
About the TeamThe New Verticals Finance & Strategy team supports DoorDash’s expansion into... ...Associate to help lead the day-to-day financial reporting and closing processes for our... ...improvements along the way. You will report into a Manager on our New Verticals Finance team in our...SuggestedHourly payWork at officeLocal areaRemote workFlexible hours$130k - $205k
...NY, US, 10001-8604Salary: $130,000 - $205,000Job Function: Strategy and ExecutionEmployer: EY Global ServicesApply by: 2026-11-... ...Parthenon's Strategy and Execution sub service line, the Deal Management - Financial Services practice works on the most complex and high-...SuggestedWork experience placementSummer holidayWork at officeImmediate startFlexible hours- ...number one priority. With a wealth of learning and career development... ...Associate to join our KPMG Strategy practice. Responsibilities :... ...with KPMG teams including financial due diligence, accounting advisory... ...services, transaction tax, management consulting financial...H1bLocal area
- J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management - Private... ...investment solutions to meet their financial needs. Job Description At J.P. Morgan... ...of financial planning strategies Attend product rollouts, ideation...Full time
- ...Wealth Management, Dynamic Multi-Asset Strategy (DMAS) Equity Portfolio Manager, Executive Director New York,... ...and market outlooks to clients, advisors, and distribution partners. Contribute... ...JPMorganChase, one of the oldest financial institutions, offers innovative...Full time
- ...The Portfolio Advisor will support the Head of Portfolio Advisory and Senior Portfolio Advisors within Citi’s Wealth CIO office in New York. You will help communicate CIO views, engage... ...role requires 5-7 years of investment strategy experience, strong English...Work at office
- ...Equitable Advisors is seeking a Financial Professional in New York, NY to build client relationships, develop financial strategies, and tailor product recommendations. The role emphasizes licensing pathways, ongoing training, and mentorship within an in-office setting...TraineeshipWork at office
- ...ING Americas in New York is seeking a Finance Associate to monitor the financial targets and help guide the business toward its commercial strategy. You will partner with FM Management, traders, and cross-functional teams to drive accurate reporting. The role requires...
$250k - $400k
...Job Description Portfolio Manager - AI Systematic Strategies \n \n The Mandate \n \n Run a short-horizon book at an established multi... ...committed to connecting the most sought after talent in the financial world, to opportunities that expand the universe of...- ...Mercer Advisors Inc. seeks a qualified professional to drive investment management services for Wealth Advisors and serve as the main contact for portfolio strategy and implementations. The role supports newly... ...of three years in the financial industry. Proficiency in...
- ...PwC in New York is seeking a Finance Function Strategy Consulting Senior Associate to shape finance operating models, governance, and operating rhythms aligned with business goals. You will analyze challenges, develop deliverables, mentor juniors, and translate findings...
- ...Senior Manager, Tech Strategy Position Summary This role plays a pivotal part in evaluating and executing strategic initiatives, investments... ...investment advantages. You’ll also lead commercial and financial due diligence, structure strategic partnerships, and...Full timeShift work
- ...Senior Manager of Strategy Position Summary This role supports strategic initiatives, investments, and business development opportunities... ...and affiliates. You’ll conduct market, commercial, and financial analyses, evaluate partnerships and investment opportunities...Full timeWork at office
$110k - $150k
Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual... ...trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure...Full timeLocal area- ...practice with strong momentum and a clear path to Managing Director for high performers.About the Role:The Portfolio Strategy & Value Lead is the most senior Accenture... ...relationship owner on behalf of Accenture. Part trusted advisor, part business builder, part value architect —...Live inWork at officeLocal area
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to... ...provide them with tailored advice and strategies that align with their goals. You will... ...opportunities, retirement planning, and wealth management strategies. As a Financial Consultant...
- ...Mutual's HTK team within 1847Financial is seeking a Client Strategies Associate to support financial professionals by gathering and analyzing client... ...creating planning materials, and participate in meetings with advisors as experience grows. #J-18808-Ljbffr Penn Mutual
- ...Trading Systems is seeking May 2027 graduates to join its Quantitative Trader program in New York. The role develops and manages profitable trading strategies within a multidisciplinary team, with close collaboration with senior traders and rapid exposure to trading...
$100 per hour
...executive-level insights to validate complex financial data. Please note: This is an invitation... ...regarding corporate finance, risk, and strategy based on provided data. B2B validation:... ...realities of high-level financial management. What you’ll bring Executive tenure: Proven...Remote jobHourly payContract workFreelanceWork from homeFlexible hours- ...week Business Unit Overview: The Wealth Advisory Group is a newly formed practice within Wealth Management at New York Life, designed to serve the complex financial needs of our most sophisticated... ...advice, with services that span tax strategy, risk protection, philanthropy,...Work at officeLocal area3 days per week
- ...Barney is seeking an Investment Consultant - Relationship Manager within a Financial Advisor team to develop and oversee client relationships. You... ...you will assess client circumstances and objectives, offering wealth-building and preservation services. #J-18808-Ljbffr
- ...listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Portfolio Strategy Manager, Plant Nutrition based in the... ...This role combines commercial leadership, financial analysis, and agricultural market expertise...Full timeTemporary workRemote workFlexible hoursNight shift
- ...A leading insurance firm seeks a seasoned Director for its Alternatives Strategy team, focused on investment ownership and strategy execution. This role requires extensive experience in alternative investments and strong leadership to guide team members. The ideal candidate...
- ...Finance & Strategy Associate Lola Blankets is a fast-growing comfort and lifestyle brand... ...& Strategy Associate to apply strong financial modeling and analytical skills to drive... ...Partner cross-functionally to set, track, and manage budgets, flagging overages and...Work at officeRemote work3 days per week
$250k
...dollar AUM seeks a Global Head of Strategy Development to build and lead... ...to sought-after investment managers, unique funds, desirable... ...interaction with clients and advisors. Actively develop, support, and... ...endowments, foundations, and wealth platforms. ~ Experience sourcing...Full timeWork at office$61k - $119k
Job description Financial Advisor / Wealth Management Advisor Career Description: Northwestern Mutual, New York, NY We are seeking an eager, strategic, and definitive candidate to fill an open Financial Advisor Role that offers room for growth and a promising career...Full timeWork at officeRelocationMonday to Friday- ...Confido Finance & Strategy Associate Confido is the AI infrastructure powering modern... ...investor communications Build and own financial models that inform major business decisions... ...curiosity to learn. Strong self-management, drive and organizational skills with ownership...Local areaRelocation packageWeekend work
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