Wealth Management Advisor Jobs in White Plains, NY

Build and grow client relationships as you manage a robust book of business. Leverage a strong referral network to deliver tailored investment and insurance solutions that align with client goals in t...

The Investor Relations Senior Associate at Titan will play a crucial role in enhancing the investment management experience for clients by acting as a primary point of contact for investment-related i...

Join a team that's dedicated to providing personalized financial guidance, enhancing client relationships, and developing tailored wealth management strategies to help clients achieve their financial...

Transform the future of finance by conducting in-depth equity research, developing investment insights, and collaborating with portfolio management to optimize investment strategies in the Financials...

Lead the charge in creating a customer-obsessed culture while managing a team of Financial Advisors. Drive excellence in client services, recruiting, and performance management to address diverse fina...

Join a team that's dedicated to optimizing tax strategies for asset and wealth management clients. As a Senior Manager, leverage your expertise to guide businesses through compliance challenges while...

The Portfolio Manager - Insurance, FIG at PIMCO is responsible for managing investment portfolios for financial institutions, particularly insurance clients, while utilizing quantitative techniques to...

Unlock potential by enhancing client relationships through advanced support, servicing, and sales processes. Leverage data analysis and product knowledge to identify opportunities, ensuring client sat...

Take ownership of fostering a customer-obsessed culture by leading and developing a team of Financial Advisors. Drive integration with partners and ensure exceptional service standards while managing...

Join a team that's focused on sales analytics and reporting to enhance data integrity and support leaders in the Global Private Wealth business, driving strategic insights and process improvement in a...

Join us to foster relationships with affluent clients, providing tailored financial solutions while enhancing engagement through strategic communication and expert guidance. Leverage your expertise to...

Join a team that strategizes comprehensive estate and fiduciary solutions for high-net-worth clients, utilizing your legal expertise and collaboration skills in a supportive, non-practicing attorney r...

Join a dynamic team to provide tailored financial planning and advice to clients. Build strong relationships while navigating financial markets and delivering exceptional investment solutions that enh...

Take ownership of the membership application process, leading a team in compliance with FINRA standards. Enhance operational efficiency while overseeing interdepartmental collaboration and ensuring re...

Shape the future of membership applications and compliance. Oversee a senior team, enhance operational practices, ensure adherence to regulations, and foster development within the department to drive...

Manage the application oversight process, leading a team to ensure compliance with FINRA regulations while improving operational effectiveness and training staff. Collaborate on regulatory initiatives...

Join a team that's shaping the future of membership applications through effective leadership, operational excellence, and regulatory compliance, while supporting a dynamic workforce in achieving depa...

Join us to lead tax compliance and strategic planning for asset management clients, guiding them through complex regulations. Coach teams and build client relationships while ensuring optimal tax posi...

Lead quantitative strategies for an $80bn equity portfolio, enhancing investment processes through data-driven insights, rigorous risk governance, and stakeholder collaboration to optimize performance...

Engage in tax compliance and consulting by leading teams, managing client accounts, and leveraging innovative solutions. Drive continuous improvement while fostering a culture of mentorship and techni...

Champion client relationships by addressing complex financial needs with tailored solutions. Drive growth in the affluent segment through value-added engagement, proactive outreach, and compliance adh...

Join a team that's dedicated to managing high-net-worth personal lines accounts. You will provide exceptional service and strategic advice to affluent clients on complex insurance needs, fostering str...

Engage with clients to deliver tailored financial planning and wealth management solutions. Leverage your relationship-building expertise to enhance client experiences and foster an inclusive culture...

Join a team that values integrity and relationship management, delivering personalized financial planning and investment advice to a diverse range of clients while fostering a culture of diversity and...

Unlock potential by leading product strategy in a fast-paced tech environment. Drive market opportunities, collaborate cross-functionally, and manage product roadmaps to deliver high-quality solutions...