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

Associate Financial Advisor

Wall Street Alliance Group

Wall Street Alliance Group is a top-performing wealth management practice specializing in financial planning for physicians and high-net-worth clients. With over $1.3 billion in assets under management, we are one of the fastest-growing branches within Osaic. Our growth is driven by a disciplined, client-focused approach and a culture built around performance, accountability, and results. The Opportunity We are actively seeking driven, competitive individuals who want to build a career in high-end financial advisory. You will work alongside top-producing advisors, gain access to qualified warm leads, and play a key role in closing new business. For the right candidate, this is a clear path to becoming a high-earning Senior Advisor. Key Responsibilities Partner with senior advisors to drive new business and close client opportunities Actively engage and convert warm leads into long-term client relationships Participate in client meetings and contribute to closing conversations Deliver a high-touch, white-glove experience to high-net-worth clients Attend conferences, networking events, and client-facing engagements Operate in a fast-paced, performance-driven environment with measurable goals Who You Are Highly competitive with a strong desire to win and outperform Confident communicator with the ability to build trust quickly Interested in finance, sales, and relationship-driven business Comfortable working evenings and being available for client needs Motivated by growth, income potential, and long-term career upside Licensing Willingness to obtain Series 7 and Series 66 licenses is required Existing licenses are a strong advantage and will accelerate your trajectory Clear, merit-based path to Senior Advisor Opportunity to build and manage your own book of high-net-worth clients Direct mentorship from top-producing advisors Firm-sponsored CFP program and continued professional development High ceiling for income growth tied directly to performance Uncapped bonus tied to production and performance #J-18808-Ljbffr Wall Street Alliance Group

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in New York, NY vacancy
  •  ...Primary Office Location: 58 West Main Street. Uniontown, Pennsylvania. 15401. Position Title: Associate Financial Advisor Business Unit: WM - FNIS Reports to: Senior Financial Advisor Position Overview: The AFA could be partnered with a Financial Advisor(s) or work independently... 
    Suggested
    Work at office

    fnbcorp

    New York, NY
    3 days ago
  • $60k - $100k

    Job Description The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor's goal is... 
    Suggested
    Full time
    Traineeship
    Work experience placement
    Flexible hours

    RBC Capital Markets, LLC

    New York, NY
    1 day ago
  • $75k - $125k

     ...days remote) An established and independent RIA seeks an emerging advisor to join a team-based wealth management firm serving high-net‑worth clients. This is a non‑sales role with exposure to financial planning, investment management, portfolio implementation, and long... 
    Suggested
    Summer work
    Work at office
    Remote work

    GemHarvest Executive Recruiting

    New York, NY
    15 hours ago
  •  ...due to the volume of applicants. Join a financial services firm where your contributions...  ...8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud...  ...center of our partnership. Edward Jones associates are seen, heard, respected, and supported... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Edward Jones

    New York, NY
    3 days ago
  • $77k - $202k

     ...Applicable Specialism Finance Management Level Senior Associate Job Description & Summary At PwC, our people in...  ...specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs... 
    Suggested
    H1b

    PricewaterhouseCoopers

    New York, NY
    2 days ago
  • ## Associate Wealth AdvisorApplylocations: Wayne, PAtime type: Full timeposted on: Posted...  ...you.**Responsibilities*** Support Wealth Advisor in delivering exceptional services to clients...  ...of all wealth, investment, and financial planning processes* Begins to prepare and... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Private Wealth LLC.

    New York, NY
    1 day ago
  •  ...category-defining, first-in-kind tax-smart financial services firm dedicated to serving...  ...client experience and make it easier for advisors and sales teams to deliver high‑quality...  ...scale. Job Summary We are looking for an Associate Wealth Advisor to join the Client Services... 
    Apprenticeship
    Local area

    Kids For The Future

    New York, NY
    3 days ago
  • $150k - $200k

     ...Quantitative Trader (Associate/VP) - Onchain Trading Galaxy is a global leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. We believe that blockchain and digital asset innovation... 
    Contract work
    Local area
    Flexible hours

    Galaxy USA

    New York, NY
    2 days ago
  • Job Description Job Description Join us in the heart of Manhattan! Excellent opportunity for recent graduates or experienced veterinarians who are passionate about communication, practicing high quality veterinary medicine, and building lasting relationships with...

    VetNetAmerica, LLC

    New York, NY
    3 days ago
  • $47k - $58.7k

     ...Job Description Job Description Job Title : Associate, Program Facilitation Team : Central Accelerator Location : Hybrid in Chicago (IL) and New York (NYC) Employment Type : Full-time FLSA Classification : Non-exempt Start Date : ASAP... 
    Hourly pay
    Full time
    Summer work
    Work at office
    Immediate start
    Remote work
    Visa sponsorship
    Work visa
    Monday to Friday
    Shift work
    Weekend work
    Afternoon shift
    2 days per week
    3 days per week

    Braven

    New York, NY
    14 days ago
  • Business Process Management Developer The ideal candidate will be responsible for designing, developing, and implementing business process solutions using the Flowable BPMN engine, coupled with robust Java based applications. This role requires a strong understanding...

    Yantran LLC

    New York, NY
    15 hours ago
  •  ...Inc., a FINRA member broker‑dealer (“Arcola”) and, Onslow Bay Financial LLC, a mortgage aggregator and master servicer (“Onslow Bay”)....  ...Area. About This Role Annaly is seeking a talented Analyst or Associate with strong analytical and modeling skills to be a member of the... 
    Work at office
    Local area

    External Brand

    New York, NY
    1 day ago
  •  ...Associate Tech Specialist Contract Location: New York, NY, Skill: application security & testing Experience: 10+ years Years of experience working as a Professional Security Engineer/Analyst. 5+ years of expertise in Penetration testing. Experience in Source... 
    Contract work

    Keylent Inc

    New York, NY
    4 days ago
  •  ...role. JOB DESCRIPTION As an Experience Design Senior Associate in CIB's Digital Enablement team, you will play a pivotal role...  ...user needs with business goals. Your strong understanding of the financial services industry and JPMC's IT systems will contribute to the... 

    J.P. Morgan

    New York, NY
    13 days ago
  • $77k - $102k

     ...on the phone and in person, and hungry to grow fast , our Associate role at Third Bridge could be your next big move. About Third...  .... Since 2007, we’ve grown to 1,500+ people across global financial hubs, becoming a trusted research partner to thousands of decision... 
    Work experience placement
    Internship
    January start
    Worldwide
    Flexible hours

    Third Bridge Group

    New York, NY
    21 hours ago
  •  ...to their launch. As a Senior Market and Product Expansion Associate in Payments Industry Advocacy, you will help shape our point of...  ...ability to contribute to successful strategy recommendations for financial services companies Experience engaging with policymakers,... 
    Local area

    J.P. Morgan

    New York, NY
    13 days ago
  • $65.6k - $95.15k

    hackajob is collaborating with Moody's Corporation to connect them with exceptional professionals for this role. At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment...
    Full time
    Local area

    Moody's Corporation

    New York, NY
    21 hours ago
  •  ...Banking team is committed to empowering customers to share their financial data securely, safely, and transparently within the open...  ...generating business within JPMorgan Chase (JPMC). As Senior Associate, Business Execution and Strategy in the Open Banking team, you... 
    Work at office
    Local area
    Immediate start
    Relocation
    Work visa
    Relocation package

    J.P. Morgan

    New York, NY
    8 days ago
  •  ...governance, and improve the end-to-end user experience. As an Associate in AI Solutions and Business Enablement, you will support the...  ...or Tableau) ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to... 

    J.P. Morgan

    New York, NY
    14 days ago
  •  ...around meaningful work, this is the role for you. As a Senior Associate driving end-to-end data ingestion for the Rewards Data...  ...own immediately upon hire. ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and... 
    Local area
    Immediate start
    Relocation
    Work visa
    Relocation package

    J.P. Morgan

    New York, NY
    2 days ago
  •  ...long-term customer relationships. As a Quantitative Analytics Associate at JPMorganChase within the Co-brand Credit Card Analytics...  ...Tableau, Spark, or Hadoop) ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and... 

    J.P. Morgan

    New York, NY
    17 days ago
  •  ...seamlessly connected across platforms and participants. As an Associate in Business Operations - Kinexys Governance, you'll be instrumental...  ...ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions... 
    Work at office

    J.P. Morgan

    New York, NY
    21 days ago
  •  ...products that drive real value. As a Quant Analytics Senior Associate, within the Open Banking Analytics Team, you will impact data...  ...concepts and applications ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and... 

    J.P. Morgan

    New York, NY
    3 days ago
  •  ...with a daily transaction volume of $10 trillion. As a Sr. Associate Applied AI/ML Scientist within our Payment Solutions team, you...  ...Qualifications, capabilities and skills Experience in the financial services industry, particularly within investment banking operations... 

    J.P. Morgan

    New York, NY
    25 days ago
  •  ..., which consists of the Chase Wealth Management and JP Morgan Advisors businesses, representing in excess of $640 billion in AUM across...  ..., Capabilities, and Skills ~2 years of prior experience in financial services industry, preferably in Managed Accounts, wealth... 
    Flexible hours

    J.P. Morgan

    New York, NY
    5 days ago
  • $94.5k - $137.1k

     ...inputs into actions, and uphold trust through integrity.  Skills and Competencies ~2 to 4 years of relevant work experience in the financial services industry  ~ Solid working knowledge of capital markets with the ability to apply this knowledge effectively in a client-... 
    Full time
    Work experience placement
    Work at office

    Moody's Corporation

    New York, NY
    17 days ago
  •  ...capabilities and features we deliver. As a Senior Product Associate in Connected Commerce on the Tokenization team, you will have...  ..., and skills  ~3+ years of experience in product management, financial services, and digital.  ~ Passion for understanding customer... 
    Work experience placement

    J.P. Morgan

    New York, NY
    24 days ago
  •  ...leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in [Insert team or sub-LOB], you contribute to the team by leveraging your expertise in product development... 

    J.P. Morgan

    New York, NY
    7 days ago
  •  ...and high-impact delivery, this role is for you. As a Senior Associate, Generative AI Engineer in the Chief Data and Analytics...  ...monitoring #LI-RB3 ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to... 
    Work at office

    J.P. Morgan

    New York, NY
    25 days ago
  •  ...Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages,...  ...across operational workflows. As an Applied AI/ML Senior Associate in our AI for Operations organization, you will help design... 

    J.P. Morgan

    New York, NY
    7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!