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
$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$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 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$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...SuggestedH1bLocal 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
- ...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
- ...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...
$250k - $400k
...Portfolio Manager - AI Systematic Strategies The Mandate Run a short-horizon book at an established multi-manager hedge fund pod, trading... ...committed to connecting the most sought after talent in the financial world, to opportunities that expand the universe of...Full time- ...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
- ...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
$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- ...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...
- ...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
- ...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
$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- Impax Recruitment Ltd is seeking an experienced Options Trader to design, execute, and refine cross-asset options strategies. You will work with quantitative researchers and developers to deploy data-driven models in real time within a fast-moving trading environment....
$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 timeContract workWork at officeLocal areaWorldwideRelocation- ...firm, seeks experienced traders who are ready to scale profitable strategies in US equities and US options. This is not an entry-level role; you must show a verifiable track record and discipline to manage risk while leveraging our capital and in-house technology. You...
$240k - $330k
...New York Life Investment Management seeks a Senior Portfolio Manager to lead multi-asset portfolios with over $11 billion in AUM. The... ...offered. Candidates should demonstrate deep macro and cross-asset strategy expertise, leadership of investment professionals, #J-18808-...- ...headquartered in New York City. We provide a full array of financial services including private wealth management; investment banking; global institutional equity... ...and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Discuss...Full timeTemporary workFlexible hours
$61k - $110k
...Job description Job title: Financial/Insurance Sales Advisor: Training Provided As a Financial Advisor, you will prospect... ...services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The...Full timeWork experience placementWork at officeRelocationMonday to Friday$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business... ...tailored to every client’s unique needs Manage your client’s financial plans to help... ..., skill-building, and development strategies you need to be successful in building a...Full timeWork at office$86k - $101k
...decades. The largest transfer of wealth in human history. If you’re... ...this historic cultural and financial shift, keep reading.About the... ...Gold subscribers.As a Finance & Strategy Senior Analyst, Growth &... ...Finance reporting and performance management processes, delivering clear...Work at officeFlexible hoursShift work3 days per week- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by... ...clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best...Work at officeFlexible hours
- ...and Investment Operations, the Head of Strategy and Business Enablement is responsible for... ...competitive position as a global asset manager.Working closely with the OCOO, CIO and senior... ...updates.• Establish appropriate KPIs, financial measures and governance to track...Full timeWork at office
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