Wealth Management Advisor Jobs in White Plains, NY

Join a team that's shaping the future of compliance management, overseeing membership applications with a focus on risk-based processes. Provide operational leadership, guidance, and strategic directi...

Optimize client financial strategies by preparing comprehensive plans, utilizing eMoney for analysis, and supporting senior advisors with tailored advice to foster strong client relationships in a col...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Help us deepen relationships with high-net-worth clients by providing tailored financial solutions. You will utilize your expertise to enhance client engagement, drive portfolio growth, and ensure com...

Manage comprehensive administrative support for multiple executives, ensuring efficient calendar management, travel coordination, and effective communication across teams. Play a key role in fostering...

Transform strategic initiatives in wealth management, tackling growth, profitability, and technology investments while collaborating with cross-functional teams to shape the firm’s future strategy...

Empower Wealth Advisors by driving investment management services, consulting on portfolio strategies, and ensuring seamless implementation. Collaborate across departments to enhance service delivery...

Accelerate your career by driving client relationships and financial solutions for affluent clients. This role enhances your expertise through collaboration and innovative problem-solving within a fas...

Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...

Lead the development and execution of a comprehensive privacy strategy, ensuring compliance with global regulations while driving organizational readiness. Collaborate cross-functionally to embed priv...

Collaborate to conduct macroeconomic analysis, identify investment opportunities, and present economic views on emerging markets while refining analytical tools and engaging with clients...

The Executive Services Relationship Manager will provide exceptional customer service to high net-worth stock plan executives, assisting them with equity compensation and broader financial needs. This...

Join a team that's reshaping the Analyst & Associate journey through effective program management, coaching, and stakeholder collaboration. Drive future success in Asset & Wealth Management by enhanci...

Accelerate progress at a leading firm by driving M&A transaction execution across diverse industries. You will foster client relationships, mentor teams, and enhance our product offerings while naviga...

Join a team that drives the execution of complex equity derivative transactions, partnering with wealth advisors and clients to innovate tailored solutions and enhance market engagement across global...

Engineer impactful client relationships and drive strategic success through data-driven insights and leadership of integrated teams, enhancing business growth and retention in the financial services s...

Accelerate client engagement by deepening relationships and driving strategic growth in a complex portfolio, ensuring exceptional service and positive outcomes through comprehensive team leadership an...

Lead the charge in crafting data-driven customer marketing strategies across digital channels. Own the customer lifecycle and drive revenue through compelling direct marketing campaigns, while ensurin...

Accelerate growth at a leading financial institution by driving ECM offerings, engaging clients, and collaborating across teams to deliver innovative capital market solutions that address client needs...

Champion client financial growth by building relationships and providing tailored financial solutions for affluent and HNW clients. Utilize strong analytical skills and compliance knowledge to enhance...

Shape the future of financial services by leading, mentoring, and inspiring a team to achieve excellence while expanding your personal business portfolio with strategic growth initiatives...

Champion a high-performing financial team by recruiting, developing, and leading advisors while maintaining personal production. Build and manage your own practice within a collaborative environment f...

Engage with clients to identify strategic issues in wealth management, optimizing financial planning and investment management processes. Contribute to operational effectiveness and market trend analy...

Elevate the client experience by supporting Advisory teams in wealth management. Collaborate in a fast-paced environment to provide tailored investment strategies while enhancing client relationships...

Lead the charge in developing insight-based sales tools for Wealth, aligning content strategy with business goals. Manage partnerships and projects while ensuring high-quality branding across marketin...