Wealth Manager Jobs in New York State
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Search Results - Wealth Manager Jobs in New York State
Equitable Advisors-New York
a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress...
MDMS Recruiting LLC-New York
reporting, e.g., Client Trace. Experience in supporting and engaging with internal and external clients, such as Trading Desk and Wealth Management Advisors. Bachelors degree is preferred, e.g., economics, business, mathematics, or related fields....
mindmatch.ai -
Equitable Advisors-New York
Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
• Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent...
Sales Talent Agency-New York
Our client is a rapidly growing wealth management consultancy who have scaled from $500M to $1B+ AUM in just the past year! They are a tight-knit group with a startup mentality excited, ambitious, collaborative....
jobvertise.com -
Clearnomics-New York
Clearnomics is a fintech company building the market insights platform for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and enhance their marketing efforts. The platform has achieved...
IG Wealth Management-Amherst (NY)
IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management...
talentnest.com -
Clearnomics-New York
Job Description
Clearnomics is a fintech company building the market insights platform for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and enhance their marketing efforts...
Radium Search-Hauppauge
Relationship Manager - Series 65 Required
Wealth Management | On-Site | Hauppauge, NY
Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial...
QCP-New York
financial markets experience in sales and trading, wealth management products, or payments will be considered.
• Holds an active Series 24 license (General Securities Principal).
• Prior experience in the digital assets space is a plus.
• Proven...
resume-library.com -
Radium Search-Hauppauge
Job Description
Relationship Manager - Series 65 Required
Wealth Management | On-Site | Hauppauge, NY
Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service...
moomoo-New York
around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience.
Here's a closer look at our key entities:
• Futu Clearing Inc.: An SEC registered FINRA member...
resume-library.com -
Pittsford (NY)
Overview:
The Wealth Management Assistant I provides essential support to Wealth Advisors and Trust Officers by facilitating new account onboarding, assisting with investment and account reviews, coordinating marketing initiatives, and delivering...
icims.com -
Citizens-Melville (NY)
years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses:
SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life...
mindmatch.ai -
EisnerAmper LLP-New York
A leading wealth management company in New York is seeking a Chief Investment Officer to shape the firm's investment direction and oversee its Investment Committee. The ideal candidate will have over 15 years of investment management experience...
appcast.io -
Citizens-Valley Stream
mortgages, home equity lines, and securities-based lending.Client satisfaction survey results.Qualifications, Education, Certifications and/or Other Professional CredentialsBachelor’s degree (preferred).3 - 5 years of banking, wealth management or other...
mindmatch.ai -
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