Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor & Financial Strategy in New York, NY vacancy
  • JPMorganChase's US Rates Strategy team within CIB Global Research delivers actionable research...  ...working with data in ExcelAbility to manage multiple priorities in a time-sensitive...  ...Bloomberg) and working with time-series financial datasetsPrior experience producing... 
    Suggested
    Daily paid

    JP Morgan Chase

    New York, NY
    2 days ago
  • $125k - $250k

    YOUR IMPACTThe Talent Strategy Vice President will focus on Americas-wide advisor development and training...  ...development initiatives, managing high-visibility...  ...advisors across Private Wealth Management. The role is...  ...the world to reach their financial goals. Our advisor-led... 
    Suggested
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    4 days ago
  • $87k - $128k

    About the TeamThe Finance & Strategy team accelerates the growth of our business by implementing...  .... You will own DoorDash’s long-range financial model and partner with teams across the...  ...stakeholders and will assist in managing the internal financial reporting processes... 
    Suggested
    Hourly pay
    Work at office
    Local area
    Remote work
    Flexible hours

    Doordash

    New York, NY
    3 days ago
  • $130k - $185k

     ...NY, US, 10001-8604Salary: $130,000 - $185,000Job Function: Strategy and ExecutionEmployer: EY Global ServicesApply by: 2026-08-...  ...Parthenon's Strategy and Execution sub service line, the Deal Management - Financial Services practice works on the most complex and high-... 
    Suggested
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    1 day ago
  • 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... 
    Suggested
    Full time

    JPMorganChase

    New York, NY
    19 hours ago
  •  ...Markets, US Leveraged Finance, Fundamental Strategies Group, New York, Associate / Vice...  ...trading opportunities. Analysts build financial models, perform fundamental credit and...  ...to evaluate scenariosAssisting in the management of risk across corporate bonds, credit... 

    Goldman Sachs

    New York, NY
    3 days ago
  • $100k - $115k

     ...seeking someone to join our Wealth Management CFO Support team as an Associate...  ...MSWM), specifically for the Advisor Channel, the largest revenue...  ...services of the Firm's financial and capital resources. This...  ...Product, Accounting, Bank, Strategy, Data, offshore teams, etc.... 
    Temporary work
    Work at office
    1 day per week

    Socket.dev

    New York, NY
    2 days ago
  •  ...Overview THE POSITION Our roster has an opening with your name on it. We are looking for a Director of Investment Strategy to lead one of the most important commercial levers in the FanDuel Sportsbook business: how we allocate and optimize generosity investment across... 
    Temporary work

    FanDuel

    New York, NY
    5 hours ago
  • $116.2k - $229.1k

    Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team...  ...You will support initiatives that improve decision-making, manage risk, and drive financial and operational value.Recruiting for this role ends on 12... 
    Local area

    Deloitte

    New York, NY
    2 days ago
  • $155.6k - $306.8k

     ...Summary Our Deloitte Strategy & Transactions team...  ...new challenges, avoid financial pitfalls, and provide...  ...a Business Strategy Manager focused on the Investment...  ...leading asset and wealth management organizations...  ...work among strategic advisors to help our clients shape... 
    Local area

    Deloitte

    New York, NY
    5 days ago
  •  ...Director on the Asset Management Investment Platform Trading...  ...shaping and executing strategy and automation across...  ...query tools and financial databases.GFICC Market...  ...VeteransJ.P. Morgan Asset & Wealth Management delivers...  ...provides individuals, advisors and institutions with... 

    JP Morgan Chase

    New York, NY
    3 days ago
  •  ...Salary Job type:PermanentSector:Asset Management & FundsJob reference:JL/64456Post Date:...  ...sophisticated relative-value and arbitrage strategies.This is an investment-facing role...  ...Python or a comparable technology.Excellent financial-markets intuition and an understanding... 
    Permanent employment
    Temporary work

    Barclay Simpson Corporate Governance Recruitment

    New York, NY
    5 hours ago
  • $90k - $150k

    POSITION SUMMARYDirectors of Business Strategy provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis...  ...the development, implementation, and management of the team’s overall business... 
    Temporary work

    Morgan Stanley

    New York, NY
    5 hours ago
  •  ...is seeking an Investor Relations Director to manage relationships with institutional investors and ensure effective financial communications. The role includes developing...  ...York with a focus on delivering a cohesive message regarding Citi's strategy. #J-18808-Ljbffr... 

    Citibank (Switzerland) AG

    New York, NY
    3 days ago
  •  ...focused on equities and derivatives. You will analyze large datasets to identify predictive signals and develop systematic trading strategies within a low-latency environment. You will collaborate with engineering to move ideas from research to production, prototyping in... 

    Fintal Partners

    New York, NY
    19 hours ago
  • JPMorgan Chase & Co. is seeking a product marketing professional to help shape and execute go-to-market strategies for Embedded Finance products within the Payments division. You will bridge product understanding with market needs, creating positioning, messaging, and... 

    JPMorgan Chase & Co.

    New York, NY
    5 days ago
  •  ...re looking for an experienced Finance & Strategy Associate to lead various strategic finance...  ...investor communications Build and own financial models that inform major business...  ...insatiable curiosity to learn. Strong self‑management, drive and organizational skills with ownership... 
    Local area
    Relocation package
    Weekend work

    Confido

    New York, NY
    2 days ago
  • $75k - $90k

     ...leading global retail company is seeking Financial Planners to join their team in New York,...  ...uniting product vision with financial strategies to drive sales and profitability. Key responsibilities...  ...include creating financial plans, managing vendor relationships, and conducting... 

    Foot Locker, Inc.

    New York, NY
    5 days ago
  • $100 per hour

    Senior Finance Consultant: Corporate Strategy & Research (Remote Advisory) Prolific is not...  ...-level insights to validate complex financial data. Please note: This is an invitation...  ...practical realities of high-level financial management; willingness to take our skills... 
    Remote job
    Self employment
    Work from home
    Flexible hours

    Prolific

    New York, NY
    20 hours ago
  • About the Team The New Verticals Finance & Strategy team supports DoorDash’s expansion into...  ...teams across the business to support financial decisions and ensure we are making efficient...  ...partners at all levels Experience managing budgets for various teams Advanced Excel... 
    Hourly pay
    Work at office
    Local area
    Flexible hours

    DoorDash

    New York, NY
    20 hours ago
  •  ...Institutional U.S. Rates team at the intersection of product strategy, data science, and market structure. You will develop data-driven...  ...opportunities. This role blends strong technical skills with financial markets curiosity and requires collaboration across product,... 

    Tradeweb Europe Limited

    New York, NY
    3 days ago
  • $275k - $300k

     ...is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling...  ...under management include global investment strategies focused on real estate, private equity,...  ..., governance, execution discipline, financial stewardship, business process standardization... 
    Full time
    Contract work
    Work at office
    Local area
    Worldwide
    Relocation

    Blackstone Group

    New York, NY
    2 days ago
  •  ...helping shape the growth and execution strategy for J.P. Morgan Wealth Management, Banking & Liquidity Solutions, a...  ..., insights and education to its Advisors. The team works collaboratively...  ...leadership (e.g., project dashboards, financial performance, team scorecards,... 
    Temporary work

    JP Morgan Chase

    New York, NY
    1 day ago
  • Mondrian Alpha, a global multi-strategy investment firm in New York, seeks a Senior Fund Accountant to join its expanding finance team...  ...in public accounting, fund administration, or investment management, CPA or CPA-in-progress, and a strong interest in alternative... 

    Mondrian Alpha

    New York, NY
    2 days ago
  • BPP Wealth Solutions in New Jersey is seeking a Senior Financial Planner to lead a small team and collaborate with clients...  ...planning, and act as the trusted advisor for ongoing reviews and day-to-...  ..., ensuring clear, tailored strategies. This hybrid role offers in-office... 
    Work at office
    2 days per week
    3 days per week

    Retirement Resource Center, LLC.

    New York, NY
    5 days ago
  • Wealthspire is hiring an AVP, Advisor to provide tailored investment strategies and manage client relationships across New York. You'll lead complex financial plans and collaborate with external experts to deliver comprehensive wealth solutions. The ideal candidate will... 

    NFP Corp

    New York, NY
    3 days ago
  • $120k - $150k

     ...developing software and services for property managers nationwide, empowering them to deliver...  ...wears many hats: owning everything from financial planning and compliance to customer fund...  ...We're looking for a Senior Finance & Strategy Associate to drive forward‑looking... 
    Full time
    Work at office
    Immediate start
    Remote work
    Flexible hours
    1 day per week

    Findigs

    New York, NY
    5 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join...  ...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... 

    WealthBridge Financial Group

    New York, NY
    3 days ago
  •  ...Digital practice in New York. You will act as a digital strategy expert across reputation, financial and crisis situations, while deeply understanding client needs and guiding digital deliverables. You’ll manage projects, contribute to RFPs, mentor junior staff, and coordinate... 

    Brunswick Group

    New York, NY
    3 days ago
  •  ...proprietary trading and a minimum of 2 years in a risk-taking role. The ideal applicant will have the ability to clearly articulate their strategy and demonstrate accountability for their actions. This role promises to offer a fast-paced environment where integrity is... 

    Framework Ventures

    New York, NY
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor & Financial Strategy. Be the first to apply!