Strategic Wealth Advisory Consultant
$75k - $150kLE010 Manning & Napier Advisors, LLC
LE010 Manning & Napier Advisors, LLC seeks a Financial Consultant to develop client relationships and provide investment advisories. You will work closely with clients to align their financial goals with our advisory capabilities, utilizing your experience in wealth management. The ideal candidate has a Bachelor's degree, 5+ years of experience, and relevant certifications. The position offers competitive compensation from $75k to $150k plus incentives and a strong benefits package including health insurance and gym reimbursements. #J-18808-Ljbffr
- ...select group of physician-investors, healthcare executives, and strategic investors to participate in the company's next phase of growth... ...adoption strategies. Participate in periodic strategy and advisory discussions with company leadership. Help shape the future direction...Suggested
$365k - $420k
...A prominent law firm in New York seeks a proactive associate for its Financial & Fintech Advisory team. This role requires at least 5 years of related transactional experience and offers the chance to manage multiple projects in a dynamic environment. Responsibilities...Suggested$90k - $160k
Berkeley Research Group, LLC is looking for a Consultant in Corporate Finance - Transaction Advisory in New York. This full-time role requires 4+ years of experience in consulting or professional services, and expertise in financial modeling and analysis. Responsibilities...SuggestedFull time- A leading investment advisory firm in New York seeks a Strategic Advisory Analyst to support corporate strategy and financial advisory initiatives. The... ...and opportunities for career growth in investment banking and consulting. #J-18808-Ljbffr TEEMA Solutions GroupSuggested
- The Weatherly Group in New York seeks 2024-2025 grads from strategy consulting (e.g., Bain, BCG, McKinsey) looking to pivot into strategic advisory roles. This unique position offers a structured on-ramp into M&A advisory, focusing on strategic thinking rather than pure...Suggested
- ...Sr. Financial Advisory Analyst The Sr. Financial Advisory Analyst is a critical member... ...harnessing the differentiated capital and strategic strength of the ICONIQ community.... ...professional/financial services/private wealth experience. ~ Passion for investment management...Casual workWork at office
$100 per hour
...Job Description Job Description Senior Finance Consultant: Corporate Strategy & Research (Remote Advisory) About Prolific Prolific is not just another... ...our clients What you'll be doing in the role Strategic document audit: Review comprehensive financial reports...Remote jobSelf employmentWork from homeFlexible hours- ...Analyst (2024-2025 Graduates) — Elite M&A Advisory Firm We’re working with a top-tier... ...Looking For Candidates currently working in: Consulting Accounting Sales & Trading Equity / Debt... ...Career Interest in transitioning into strategic M&A advisory Why This Opportunity Stands...
$168.75k - $278.48k
...Description What you get to do in this role: The Moveworks Sr Advisory Solution Consultant- Financial Services is a technical & business consultant... ...with customer stakeholders and client partners, guiding strategic programs such as roadmap alignment, customer journey...Work at officeRemote workFlexible hours$110k - $125k
...Shareholder Engagement & Activism Advisory (SEAA) and Strategic Finance Group (SFG) SEAA advises public companies, Boards of Directors, and senior... ...internship or work experience in investment banking, consulting, law, or corporate finance preferred Demonstrated interest...Work experience placementInternship$160k
...Contingency) Job #48548 Salary: $160,000 Job Overview - Strategic Finance Associate Compensation: $160,000 - $185,000/... ..., private equity, corporate finance, FP&A, or transaction advisory is required. Industry Knowledge: Experience in private...Permanent employmentMonday to Friday$185k - $250k
...Associate - Corporate Finance Advisory - Capital Structure & Financing Advisory New York, United States (Hybrid) Job Description Lazard... ...advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions,...Local area$80k
...Senior Consultant, ESG Advisory Practice FTI Consulting is the leading global expert firm for organizations facing crisis and transformation... ...intersection of several core practice areas within FTI's Strategic Communications segment. This includes the Financial...Work experience placementWork at office$110k - $130k
...supporting their development at every stage of their career. The Strategic Finance team is seeking an Associate to join our team... ...experience, ideally in Investment Banking, FP&A, Big-4 valuation or advisory services ~ Highly analytical; Excellent Excel-based modeling...Local areaFlexible hours$365k - $420k
...Financial & Fintech Advisory team is seeking a proactive, dynamic associate with at least 5 years of related transactional experience... ...partnerships Platform integrations and licensing arrangements M&A and strategic investments in mortgage, servicing, and financial servicing...Ongoing contractTemporary workWork at officeFlexible hours- .... As our Senior Associate of Strategic Finance, you will play a pivotal... ...banking, management consulting, or finance and/or strategy at... ...10,000.00 5 days ago Asset & Wealth Management, Portfolio Management... .../Associate | Private Capital Advisory (GP, Real Assets) New York, NY...Full timeTemporary work
$115k - $135k
*Remote Role* Strategic Finance (FP&A) - in the Sports/Tech Industry Join a growing Sports... ...Private Equity, Valuations, Management Consulting, or for someone already in a Strategic Finance... ...Valuations, Management Consulting (Deal Advisory), or in-house Strategic Finance,...Remote work- A financial advisory firm based in New York seeks a Manager, Strategic Growth to lead its recruitment team. The role involves training and managing Strategic Growth... ...include a competitive salary, unlimited PTO, and access to health plans. #J-18808-Ljbffr Savvy Wealth, Inc.
$110k - $135k
...hiring for a full-time FSG Investment Banking Analyst in New York, New York. The role involves preparing data-driven analytics and advisory solutions for Citi’s corporate clients. Ideal candidates will have a strong quantitative background and 0-2 years of relevant...Full time$100k - $145k
We do Consulting Differently. BRG’s Financial Institution Advisory practice specializes in helping commercial banks, consumer finance companies, credit unions, mortgage banks, capital market participants and insurance companies solve pressing business issues. The group...Work experience placementWork at officeLocal areaImmediate start- Huron Consulting Group Inc. is looking for a Business Advisory Associate to transform ideas into action within its Business Advisory team. Responsibilities include supporting financial modeling, market research, and leading project work streams. The ideal candidate should...Remote work
$85k - $115k
...firmwide budgeting, forecasting, controls and strategic transformation initiatives, including... ...management, review, analysis and advisory services of the Firm’s financial and capital... ...internships) in finance, analytics, risk, consulting, or a related field. • Bachelor’s...Temporary workInternship$70k - $80k
...financial advisor in Oklahoma. The role involves providing comprehensive advice to clients, helping them achieve financial goals through strategic planning and recommendations of brokerage products. Candidates must possess Series 7 & 66, with at least one year in investments...- ...employer) About This Opportunity This posting represents the type of Strategic Financial Planner roles featured within the Career Launch AI... ...Prior internship or experience in FP&A, investment banking, consulting, corporate finance, or strategy is beneficial Proficiency in...Full timeInternship
- ...million clients nationwide. Our offerings include life, disability income, and long-term care insurance, annuities, brokerage, advisory, wealth management, trust services, and portfolio management. Supported by a diverse and growing network of financial advisors and...Full time
$91k - $134k
...functional initiatives that shape Charlie Health's financial and strategic direction. Reporting to the Director of Strategic Finance, you... ...banking, private equity, venture investing, management consulting, or strategic finance at a fast-paced, high-growth company ~...Full timeWork at officeLocal areaImmediate start$140k - $185k
A leading financial services firm is seeking an Investment Advisory Specialist in New York, NY. This role involves analyzing investment opportunities, advising on portfolio strategy, and collaborating with various teams to execute investment strategies. Candidates should...- A financial services organization in New York is seeking a Portfolio Advisory Associate to support portfolio management and investment advisory teams. Key responsibilities include conducting quantitative analyses, preparing client presentations, and monitoring portfolios...Full time
$127k - $168k
...Given the rapid growth of CoreWeave, and capital intensive nature of the infrastructure that we provide, we are building out a Strategic Financing team. The team will be focused on identifying the most effective and efficient way to finance CoreWeave and the infrastructure...Permanent employmentTemporary workCasual workWork at officeFlexible hours$95k - $150k
...Description From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in... ...regarded For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth Advisory Consultant. Be the first to apply!
- senior financial advisor New York, NY
- financial planning assistant New York, NY
- senior wealth advisor New York, NY
- work from home financial advisor New York, NY
- junior financial advisor New York, NY
- financial consultant New York, NY
- wealth advisor associate New York, NY
- financial advisor associate New York, NY
- financial advisor wealth manager New York, NY
- patient financial counselor New York, NY


