Financial Advisor Jobs in Brooklyn, NY

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Join a team that's driving the integration of acquisition firms into our Facilities platform, managing vendor transitions, and ensuring effective branding and communication throughout the M&A process...

Build strong client relationships and provide personalized financial advice to help individuals meet their financial goals. Deliver valuable insights on TIAA products through in-person and virtual con...

Take ownership of building and maintaining advisor relationships, driving sales initiatives, and enhancing communication within the Financial Institutions Group to achieve sales goals and develop new...

Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Manage a portfolio of Commercial Banking clients, ensuring onboarding and customer needs are prioritized. Engage clients with tailored solutions while collaborating with internal teams to enhance serv...

Drive financial management initiatives by supporting federal financial planning, budget execution, and performance analysis for USDA FPAC. Contribute to reports, audits, and compliance while enhancing...

Drive a personalized financial planning experience for clients. Utilize company resources to enhance client outreach while collaborating with a supportive team. Flexibility to create your schedule and...

Partner with us to engage taxable investors, enhancing client relationships and providing comprehensive support to our U.S. Wealth team, while fostering collaboration across departments to elevate ser...

Join our team to oversee complex fiduciary accounts, ensure compliance, and enhance client relationships. Leverage your expertise to drive business growth while delivering exceptional client experienc...

Lead client relationships by providing personalized financial planning and investment guidance. Collaborate with a dedicated advisory team to help clients navigate complex financial decisions and achi...

Empower clients through expert financial planning and tailored investment guidance. As a senior leader, you'll drive relationship-building and strategic decision-making, ensuring client goals are met...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with a dedicated advisory team to assist clients in navigating complex financial decisions...

Drive client-focused service by managing relationships and integrating financial strategies. Collaborate across teams to deliver tailored investment solutions and ensure seamless account administratio...

Unlock your potential by fostering client relationships and delivering tailored financial solutions with a leading firm that values your growth and success while supporting your professional journey i...

Transform complex estate settlements into successful outcomes by managing fiduciary responsibilities and resolving family conflicts. Leverage your expertise to guide clients through intricate estate a...

Champion comprehensive financial planning for clients, providing expert guidance in annuities and insurance solutions to enhance their financial strategies and ensure alignment with their goals throug...

Help us empower high-net-worth clients with expert underwriting solutions in alternative investments. Drive innovative credit strategies, collaborating with teams to deliver customized financial servi...

Pioneer innovative financial solutions by developing relationships and selling trust products to clients with complex financial needs while ensuring compliance with regulations and enhancing client re...

Join a team that's pivotal in driving investor relations and fundraising initiatives. Collaborate with senior professionals to create impactful marketing materials, leverage AI tools, and enhance oper...

Launch your career in financial advising while providing tailored investment solutions. Engage with clients to shape their wealth strategies, ensuring an exceptional service experience and achieving s...

Lead seamless client onboarding and operational support for retirement plan services, ensuring efficient coordination and engagement across all client-related activities in a dynamic financial environ...

Accelerate progress at our firm by leading process improvement and operational excellence initiatives. Collaborate with stakeholders to enhance Client and Advisor experiences across the Private Wealth...

Unlock potential by spearheading unified financial planning processes. Lead a team of planners to enhance the financial experience for ultra-high net worth clients through training, innovation, and st...