Financial Advisor Jobs in New York, NY

Help us elevate client relationships in wealth management by leveraging your fiduciary expertise and leading a team through complex relationships, ensuring exceptional service delivery and adherence t...

Deliver actionable financial insights while leading budgeting, forecasting, and variance analysis processes for specialty departments. Collaborate with business leaders to enhance financial performanc...

Own the FP&A analysis process, ensuring accuracy in expense tracking, variance analysis, and model integrity within Workday Adaptive, while collaborating with finance leaders to support strategic deci...

Drive growth by acquiring new high net worth clients, collaborating with financial advisory teams to enhance service and retention while demonstrating strong expertise in wealth management and client...

Empower client success by delivering tailored wealth management strategies and exceptional advisory services. Build and nurture client relationships while analyzing financial goals to offer personaliz...

Drive operational excellence by managing daily functions and compliance while fostering collaboration and accountability in a dynamic wealth management environment. Enhance team performance through ef...

Analyze and enhance financial forecasting and reporting for business units, driving informed decision-making and supporting budgeting and strategic initiatives to improve operational performance...

Support investment strategies by analyzing equity options and derivatives, enhancing client communications, and collaborating across teams to boost client service and portfolio management...

Join the Investment Strategy team to enhance client service and support equity options strategy. Collaborate with internal partners for data analysis, communication, and strategy development to drive...

Transform client relations by supporting investment strategy management and analysis. Collaborate with teams to enhance client experiences, utilizing data-driven insights to improve service quality an...

Join a team that's dedicated to managing and expanding client loan portfolios, focusing on both commercial real estate and C&I relationships, while delivering exceptional customer service and maintain...

Shape the future of investment consulting by driving growth and fostering relationships with financial advisors. Utilize consultative sales strategies to promote investment solutions and enhance clien...

Manage and optimize Special Needs Trusts by providing expert fiduciary guidance, ensuring compliance, and building strong client relationships to meet their unique financial goals and objectives...

Elevate business performance by delivering insightful financial analysis, fostering collaboration, and leveraging modern reporting technology for strategic decision-making and enhanced operational eff...

Tackle new client acquisition and retention for insurance companies, engaging senior stakeholders with tailored investment solutions. Drive partnership across Nuveen’s platforms with ongoing client su...

Drive impactful regulatory reporting initiatives by leading analysis, optimizing processes, and coordinating strategic changes while collaborating with various business units and stakeholders to ensur...

Unlock potential by leading FP&A strategies that drive business outcomes. Collaborate with Sales and Operations to streamline budgeting, forecasting, and performance analysis. Shape financial insights...

Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...

Transform legal guidance in structured products for investment banking, ensuring compliance, risk management, and supporting diverse business units in complex transactions with expert negotiation and...

Join a team that's dedicated to driving sales and client relationships through expert knowledge of direct indexing and asset management. Collaborate across departments to promote innovative solutions...

Engage with advisors and internal teams to drive sales growth in direct and custom indexing. Utilize your expertise to promote CANVAS, build relationships, and deliver exceptional client support in a...

Innovate your career by driving sales growth through expertise in direct indexing and custom indexing while collaborating with teams to support financial advisors and enhance client relationships...

Engage with diverse teams to provide legal guidance on structured products transactions, ensuring compliance and managing legal risks. Develop expertise while mentoring junior attorneys and supporting...

Champion your legal expertise by advising on structured products and securitizations. Collaborate with business clients, resolve legal issues, and lead initiatives while ensuring compliance with regul...

Unlock potential by joining a dynamic finance consulting team, assisting in high-stakes analyses and client engagements. Collaborate with skilled professionals to deliver impactful insights and drive...