67 banking advisor jobs at 19 companies in Plainview, NY
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Frontier Industry Advisor - Banking
New York, New York, United States
$146k-$206k/yr HybridFull Time
3+ YOEMaster's in CS/IT/Engineering/Business +3yrs customer-facing experience OR Bachelor's +5yrs; 5+ years advisory or consultative sales preferred; deep banking domain and transformation experience.
Frontier AI
1mo
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Advisory, Corporate Banking
New York City, New York, United States
OnsiteFull Time
Rogo: Provides a generative AI platform for financial institutions.
3+ YOE3+ years front-office experience in corporate or commercial banking; outstanding project management and communication skills; highly organized, detail-oriented, and action-oriented; LLM knowledge a plus.
3w
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Sr. Sales Advisor - Innovation Banking
San Francisco or New York
$39-$52/hr HybridFull Time
1+ YOEBachelor's OR HS/GED with additional experience; 1+ year administrative/professional experience (or 5 years with HS); preferred 2+ years and expertise in Pitchbook and Outreach.IO.
Pitchbook, Outreach.IO, InMail, ZoomInfo
3mo
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Private Client Advisor II
New York, New York, United States
OnsiteFull Time
12+ YOE12+ years private banking/complex financial services experience; Series 7,63,65 (or 7 and 66) required or willing to obtain; ability to drive new business, present holistic Private Bank solutions, and lead client teams.
2mo
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Private Client Advisor
New York, New York, United States
$100k-$275k/yr OnsiteFull Time
12+ YOESeries 7, 63 and 65 (or 7 and 66); 12+ years private banking/financial services; ability to drive new business; high-touch client focus; leadership and collaboration.
1mo
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Wealth Advisor - Legal Specialty Group
New York, New York, United States
$225k-$250k/yr OnsiteFull Time
8+ YOEBachelor's degree, 8+ years private banking/wealth experience, Series 7/66 and insurance licenses or ability to obtain, strong client acquisition and relationship management skills.
CRM, Microsoft Office
2mo
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Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
1mo
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Director, Regulatory Advisor (Global Security)
Jersey City, New Jersey, United States
$160k-$260k/yr OnsiteFull Time
10+ YOE10+ years cyber/risk experience in a Tier 1 bank; 3+ years strategic relationship experience; deep knowledge of NYDFS Part 500, SEC cybersecurity rules, and NIST; experience in Wealth, Payments, or Capital Markets.
NYDFS Part 500, SEC cybersecurity rules, NIST
1mo
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Institutional Growth Advisor (Part-Time)
United States or New York City
RemotePart Time
Currently employed on a top-tier bank or fund digital assets team; deep understanding of institutional blockchain adoption, build-vs-buy decisions, and strong institutional network for introductions.
1d
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SVP, Senior Foreign Exchange Advisor
San Francisco or Boston or San Jose or Los Angeles or New York City
$140k-$184k/yr OnsiteFull Time
6+ YOERequires 6+ years of related experience, a bachelor's degree or equivalent, advanced banking and regulatory knowledge, Reuters or Bloomberg experience, and advanced communication skills; master's, MBA, and CFA preferred.
Reuters, Bloomberg
1mo
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Credit Specialties DI Advisor
Houston or Dallas or New York City
$154k-$328k/yr HybridFull Time
10+ YOEBachelor in a financial field required (master's preferred), 10+ years in finance/banking/insurance, strong Excel and MS Office skills, P&C license mandatory or ability to obtain, strong communication and analytical skills.
Microsoft Office, Microsoft Excel
2mo
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Wealth Advisor - Northfield Bank
East Brunswick or Princeton or Woodbridge or Monroe
$70k-$90k/yr OnsiteFull Time
2+ YOE2+ years investment sales; active FINRA licenses; HS diploma; MS Office proficiency; state-specific licenses.
Microsoft Office, PowerPoint
2mo
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Wealth Advisor - Northfield Bank
East Brunswick or Princeton or Woodbridge or East Brunswick or Monroe
$70k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma required; 2+ years investment sales experience; active Life Insurance license and FINRA registrations (Series 7, 63 if required, 65/66); state registrations as needed; Microsoft Office proficiency.
Microsoft Office, PowerPoint
1mo
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HR Business Advisor – Commercial & Investment Bank Global Markets (Sales and Trading)
New York or Jersey City
$152k-$260k/yr OnsiteFull Time
Strategic HR advisor for Global Markets/Sales & Trading; strong relationship management, analytics, talent and performance management, change management, commercial mindset, and AI adoption; able to operate in a matrixed global environment.
3w
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Digital Assets Compliance Advisor - New York, United States
New York, New York, United States
$126k-$214k/yr HybridFull Time
Bachelor's degree required; experience in a compliance department at a bank, broker-dealer or digital asset firm; subject-matter expertise in digital assets; strong communication, analytical and regulatory analysis skills.
1mo
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Senior Estate Settlement Advisor - PNC Private Bank
Millburn, New Jersey, United States
$134k-$250k/yr OnsiteFull Time
8+ YOEProvides fiduciary estate administration for complex estates, handles trusts, tax and court filings, advises beneficiaries, and supports business retention; typically requires a bachelor's degree and 8+ years of industry experience.
2mo
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EY Capital Advisors - Inv Banking - Equity Capital Markets - Manager - Multiple Positions - 1716910 (New York, NY, US, 10001-8604)
New York, New York, United States
$179k/yr HybridFull Time
5+ YOE1+ MgmtBachelor's in Business/Economics/Finance, 5+ years post-baccalaureate related experience (capital markets/investment banking), 2+ years analyzing equity financing, 1+ year managing junior staff, ability/eligibility for SIE/Series 7 or 79 and Series 63, domestic travel up to 10%.
1d
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Asset & Wealth Management, Talent Strategy, Advisor Development, Private Wealth Management (PWM), Vice President - New York
New York City, New York, United States
$125k-$250k/yr OnsiteFull Time
5+ YOERequires 5+ years in talent strategy, human capital management, or business management within wealth management, private banking, or financial services; strong project management, Excel, communication, and people-data skills.
Microsoft Excel
1mo
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Director, CFCR Advisory, Debt Capital Markets, US/Americas
New York, New York, United States
$140k-$210k/yr HybridFull Time
8+ YOESenior compliance and financial crime risk advisor with 8+ years in financial services, strong knowledge of U.S. banking and securities regulations, experience in debt capital markets and broker-dealer supervision; Series 7/24 and ACAMS preferred; bachelor’s required.
3mo
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Senior Associate, Ankura Capital Advisors
New York City, New York, United States
$65k-$155k/yr HybridFull Time
3+ YOE3+ years investment banking/M&A exposure; Bachelor's degree; strong financial modeling; AI tooling familiarity; excellent communication.
Capital IQ, FactSet, PitchBook, Excel, PowerPoint
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