Wealth Management Advisor Jobs in Brooklyn, NY

Transform the landscape of investment solutions, leading the operational, strategic, and innovative aspects of model portfolios and managed accounts to drive growth and client satisfaction across dive...

Empower client investment strategies by analyzing global credit markets, producing actionable insights through in-depth research, and building robust investment frameworks to inform high-net-worth cli...

Unlock your potential by conducting comprehensive audits, analyzing risks, and providing innovative solutions to enhance compliance and operational efficiency. Collaborate with peers to ensure effecti...

Drive your career with an innovative audit team focused on assessing compliance and operational risks. Use your analytical skills to identify key risks, evaluate controls, and collaborate effectively...

Join our team to evaluate risks, conduct audits, and develop innovative solutions that enhance compliance and operational risk processes, driving improvements across the organization and supporting st...

Support client onboarding by managing documentation, enhancing the client experience, and ensuring compliance while collaborating with advisors to address client needs and operational tasks. Help shap...

Join a team that's dedicated to providing exceptional client service and investment solutions. As a Private Client Investment Associate, you'll support Advisors and enhance client relationships in a d...

Take ownership of credit underwriting and monitoring for clients, managing low-complexity transactions, completing risk evaluations, and coaching teammates. Collaborate with various partners to ensure...

Shape the future of wealth advisory recruitment by leading full-cycle hiring for junior advisors and support staff. Collaborate with advisors and team leads to build effective talent strategies that e...

Partner with us to drive investment strategy and portfolio management for UHNW clients. You will oversee all phases of the investment lifecycle, ensuring precision in proposals, portfolios, and manage...

Help us drive success in investment strategy for UHNW clients, overseeing portfolio management from proposal to implementation. Utilize your experience to lead analysis, due diligence, and build stron...

Lead personalized financial planning efforts for diverse clients, leveraging expertise in investments and client relationship management to ensure exceptional service and growth opportunities for clie...

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...

Lead the oversight of credit processes for high-net-worth mortgage loans. Collaborate with teams to enhance customer experiences while managing complexities in loan production and advising on efficien...

Manage high-level mortgage loan processes for high-net-worth clients, ensuring efficiency and a premium customer experience while mentoring team members and collaborating with various Bank groups to o...

Join our team as a Business Development Manager, driving marketing strategies and business initiatives in the Financial Services Section. Collaborate with leaders, enhance client engagement, and optim...

Join a team that's at the forefront of FX Sales, managing key client relationships and executing trades in a collaborative environment while leveraging insights from across Trading, Research, and Priv...

Advance your career by driving defined contribution sales in the Mid-Market sector. Collaborate with a dynamic team to establish key relationships and manage sales processes, all while promoting innov...

Drive exceptional client relationships by supporting wealth managers and executing tailored solutions. Collaborate across teams to ensure top-notch service delivery, enhancing client experience and gr...

Transform client relationships by proactively understanding their IT needs, ensuring strategic alignment with business goals, and delivering tailored solutions that foster growth and satisfaction acro...

Grow your expertise by developing client relationships and driving cybersecurity success. Collaborate across teams to enhance client satisfaction and implement innovative solutions that meet enterpris...

Optimize creative branding initiatives by leveraging strong design skills to deliver high-quality visual assets in compliance with regulatory standards while managing multiple projects across digital...

Elevate recruiting excellence by leading end-to-end strategies in a dynamic environment. Collaborate with senior leaders and manage a talented team to enhance talent acquisition, focusing on senior se...

Elevate the marketing strategy for U.S. wealth management by leading integrated campaigns, driving engagement, and enabling sales growth across intermediary and retail channels. Collaborate with teams...

Join a team that's driving innovative investment strategies for institutional clients. You will analyze actuarial risks, collaborate on asset allocation, and deliver data-driven solutions to enhance c...