Wealth Management Advisor Jobs in Nassau, NY

The Financial Professional at Equitable Advisors is responsible for helping clients secure their financial well-being through tailored financial services and products. This role involves building long...

As a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role offers the opportunity to build yo...

The Asset & Wealth Management Tax Manager at PwC is responsible for providing tax planning, compliance, and strategy advice to clients in the financial services sector. This role involves supervising...

The Regional Director, Wealth Management is responsible for developing and executing strategic sales plans to achieve Wealth Management and Financial Planning goals within a designated territory. This...

Golden Reserve is seeking an experienced Retirement Planner/Financial Advisor to provide financial planning services specifically for retirees. The role involves converting pre-qualified leads into cl...

The Head of FP&A for Annuity and Wealth Management is responsible for financial planning and analysis for two key business lines within Individual Markets. This role involves preparing earnings projec...

The Family Office Counselor at Rockefeller Capital Management is a dedicated tax and estate professional focused on providing holistic financial planning and advisory solutions for high-net-worth clie...

The Family Office Counselor at Rockefeller Capital Management is a dedicated tax and estate professional focused on providing holistic financial planning and advisory solutions for high-net-worth clie...

The Tax Senior Associate in Asset & Wealth Management at PwC focuses on providing tax planning, compliance, and strategy advice to clients. This role involves analyzing complex tax challenges, mentori...

The Associate Software Engineer in Wealth Management at Goldman Sachs will collaborate with a global team to build customer-centric products and improve existing software solutions. This role involves...

The position is for an Associate Software Engineer in Wealth Management, focusing on backend or full stack development. The role involves collaborating with a global team to build customer-centric pro...

The Risk Management Specialist will provide expert advice on annuities and life insurance policies to help clients achieve their financial goals and protect their assets. This role involves client con...

The Vice President & Manager of Business Banking at Greylock Federal Credit Union will lead a team dedicated to providing high-quality financial services to local businesses. This role involves mentor...

The Portfolio Analyst in Fund Banking at Webster is responsible for supporting lead underwriters in deal diligence and managing the portfolio of existing borrowers. This role involves reviewing financ...

The Senior Client Service Manager at Gallagher is responsible for leading the renewal process, ensuring high-quality solutions for clients, and driving business growth through strong client relationsh...

The Vice President of Insurance Operations at Goldman Sachs will lead initiatives to streamline workflows and enhance the advisor experience while ensuring compliance and efficiency in insurance opera...

The Private Client Financial Advisor at Citizens is responsible for helping individuals and families achieve their financial goals through personalized wealth management strategies. This role involves...

The Private Client Financial Advisor at Citizens is responsible for helping individuals and families achieve their financial goals through personalized wealth management strategies. This role involves...

The Private Client Financial Advisor at Citizens is responsible for helping individuals and families achieve their financial goals through personalized wealth management strategies. This role involves...

The Manager, Fund Team is responsible for overseeing the daily operations of client Funds and ensuring effective communication with General Partners. This role requires expertise in private equity acc...

The Senior VP/Director of Marketing Strategy for Portfolio Design Service at BlackRock will lead the development and management of marketing strategies for managed models and high-net-worth portfolio...

The Vice President of Portfolio Management will oversee financial analysis and underwriting for complex corporate credit requests, focusing on upper middle market clients. This role involves ongoing c...

The Mortgage Sales Manager at Citizens is responsible for developing and maintaining a network of business relationships to generate mortgage lending opportunities. This role involves managing a sales...

The Associate Relationship Manager at Key Private Bank is responsible for managing and building relationships with high-net-worth clients by providing expert financial advice and personalized banking...

The Branch Manager is responsible for leading and developing a team to provide excellent client service and financial solutions in the community. This role involves managing branch operations, ensurin...