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 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor & Financial Strategy in New York, NY vacancy
  • 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
    4 days ago
  • $73k

    PNC Financial Services Group, Inc. is seeking a Financial Solutions Advisor in Fort Lee, NJ, to provide investment and insurance strategies to clients. This role requires consulting on financial plans, building client relationships, and coaching branch staff for better... 
    Suggested
    Full time

    PNC Financial Services Group, Inc.

    Fort Lee, NJ
    5 days ago
  •  ...Junior Finance & Strategy Associate As a Junior Finance & Strategy Associate at Phia, you'll support the financial and operational backbone of a fast-growing consumer technology...  ...organized, detail-oriented, and comfortable managing competing priorities ~ Curious,... 
    Suggested
    Full time
    Work experience placement

    Phia

    New York, NY
    5 days 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... 
    Suggested

    Citibank (Switzerland) AG

    New York, NY
    21 hours ago
  • $205k - $235k

     ...Location: Atlanta, Chicago, Hoboken, Los Angeles, New York EY-Parthenon – Strategy and Execution – Deal Management - Financial Services – Director The opportunity Within EY-Parthenon's Strategy and Execution sub service line, the Deal Management – Financial Services -... 
    Suggested
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY-Parthenon

    Hoboken, NJ
    1 day ago
  • A quantitative finance firm in New York is looking for a talented individual to develop and manage quantitative strategies. The ideal candidate will have a strong academic background in fields such as Computer Science, Math, or Physics, with proven performance metrics... 

    The Hagen Ricci Group

    New York, NY
    4 days ago
  •  ...is seeking a VP & Co-Head of Investments to lead the investment strategy and execution across their $400M+ portfolio. You will have a...  ...both equity and credit strategies, and strong leadership skills to manage and develop a high-performing team. #J-18808-Ljbffr Arrived

    Arrived

    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
    3 days 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
    Remote work
    Flexible hours

    DoorDash

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

     ...Overview EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real‑world...  ...Parthenon's Strategy and Execution sub service line, the Deal Management - Financial Services practice works on the most complex and high‑... 
    Work experience placement
    Work at office
    Flexible hours

    Ernst & Young Oman

    New York, NY
    5 days ago
  • $192k

    McKinsey & Company, Inc. in New York is looking for a consultant to join their Strategy & Corporate Finance practice. This role involves working on high-impact client engagements, analyzing financial and strategic data, and developing frameworks for M&A transactions.... 

    McKinsey & Company, Inc.

    New York, NY
    4 days ago
  • A fast-growing consumer technology platform based in New York is seeking a Junior Finance & Strategy Associate to support financial and operational tasks. This hands-on role involves assisting with FP&A work, maintaining financial models, and analyzing business metrics.... 

    Phia

    New York, NY
    6 days ago
  •  ...your family. Your Impact You will join our Strategy & Corporate Finance practice in our New...  ...industries, advising clients on top‑management level issues including corporate strategy...  ...situations. You will provide expert advice on financial and strategic issues, helping clients... 
    Apprenticeship
    Work experience placement
    Work at office
    Easy work
    Flexible hours

    McKinsey & Company

    New York, NY
    3 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
    3 days ago
  • $192k

     ...right place. YOUR IMPACT You will join our Strategy & Corporate Finance practice in our New...  ...industries, advising clients on top‑management level issues including corporate strategy...  ...situations. You will provide expert advice on financial and strategic issues, helping clients... 
    Apprenticeship
    Work experience placement
    Work at office
    Flexible hours

    McKinsey & Company, Inc.

    New York, NY
    5 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
    4 days ago
  • $100k - $200k

     ...seeking a Quantitative Trader in the United States with 1-3 years of experience, to contribute to developing systematic equity trading strategies. The role involves quantitative research, strategy development, and live trading. Ideal candidates should have strong programming... 
    Flexible hours

    Framework Ventures

    New York, NY
    4 days ago
  • $195k - $225k

    ## Quantitative Portfolio Manager - Custom Indexing (L/S strategies)Applylocations: New York, New York, United...  ...that spans asset management, wealth management, and fintech, giving us...  ...CANVAS. CANVAS is a platform offering financial advisors an unprecedented level of control... 
    Remote work
    Visa sponsorship

    Franklin Templeton Investments

    New York, NY
    3 days ago
  •  ...Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships...  ...investment guidance and collaborative financial planning. The role requires expertise...  ...to provide holistic financial strategies. Ideal candidates will possess strong... 
    Work at office

    Charles Schwab Corporation

    New York, NY
    5 days ago
  • A leading media agency is seeking an OOH Supervisor to manage media investment strategies. The role requires overseeing OOH plans that connect clients with their consumers and supervising team members. The ideal candidate should have 3+ years of experience in OOH Investment... 

    Publicis Groupe

    New York, NY
    3 days ago
  • $200k - $260k

     ...for the Institutional Life insurance investment platform based in New York City. This strategic role involves overseeing investment strategy, product design, and performance to deliver competitive solutions in the market. The ideal candidate will have substantial... 

    New York Life

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

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

    Goldman Sachs

    New York, NY
    2 days ago
  • $149.04k - $195.62k

    Senior Manager, Insurance Product and Benefit Design Remote Hi, we're Oscar. We're hiring...  ...markets. You will translate market strategy into applicable benefit structures, leading...  ...monitoring Evaluate program success against financial, operational, and provider/member... 
    Full time
    Remote work
    Work from home

    Oscar Health Insurance

    New York, NY
    5 days ago
  •  ...Adyen Adyen provides payments, data, and financial products in a single solution for...  ...Financial Services & Insurance Commercial Strategy As Adyen continues to expand and deepen...  ...actionable way to our global Sales & Account Management and Partnerships organization. Partner... 

    Adyen

    New York, NY
    4 days ago
  • $138.2k - $190.1k

    Humana, a Fortune 50 healthcare company, seeks an Insurance Strategy Lead to guide high-impact strategic projects for Medicare and Medicaid. This remote role involves collaborating with senior leaders, analyzing market trends, and delivering actionable recommendations.... 
    Remote job

    Humana

    New York, NY
    3 days ago
  • $119.51k - $188.03k

    Join Publicis Media Exchange as a Director for Out of Home (OOH) advertising, where your 10+ years of experience will help build strategies that maximize client results. In this role, you will lead client interactions, collaborate on innovative solutions, and advocate... 

    UNAVAILABLE

    New York, NY
    5 days ago
  • $140k - $185k

     ...85,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Strategy Manager - Private Markets position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand... 
    Full time

    TEEMA Solutions Group

    New York, NY
    2 days ago
  •  ...Researcher Executive Director on the Asset Management Investment Platform Trading Research...  ...a leading role in shaping and executing strategy and automation across GFICC asset classes...  ...using high-performance query tools and financial databases. GFICC Market Knowledge: Solid... 

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • The Teachers Insurance and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment... 

    Teachers Insurance and Annuity Association of America

    New York, NY
    5 days ago
  • $140k - $185k

     ...185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Portfolio Strategy Manager position commonly found through the Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities... 
    Full time

    TEEMA Solutions Group

    New York, NY
    5 days ago

Do you want to receive more vacancies?

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