883 wealth management jobs at 134 companies in New York
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Advisory, Wealth Management
New York City, New York, United States
OnsiteFull Time
3+ YOE3+ years in private/brokerage wealth management, strong project management and communication, organized, action-oriented; LLM knowledge a plus.
2mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
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Wealth Management Advisor
East Hills, New York, United States
$100k-$200k/yr HybridFull Time
3+ YOEBachelor’s degree in a related field, active Series 7, Series 66, and New York insurance licenses, and 3+ years of wealth management or financial services experience. CFP designation preferred.
Microsoft Office, RightCapital, MoneyGuidePro, Wealthscape, CRM
3d
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Wealth Management Advisor Trainee
Hicksville, New York, United States
HybridFull Time
Entrepreneurial, self-motivated candidates with strong interpersonal and communication skills and an interest in financial services, wealth management, or business development; prior experience is a plus but not required.
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Senior Associate - Private Wealth Product Management
New York, New York, United States
$90k-$120k/yr OnsiteFull Time
5+ YOE5+ years in financial services with product, wealth management, or advisory experience; bachelor's degree; Series 7/66 a plus; strong product governance, data and specification skills; excellent communication and judgment.
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
3w
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Manager, Wealth & Asset Management (FSI)
New York, New York, United States
$140k-$150k/yr HybridFull Time
7+ YOE7+ years in management consulting or financial services with deep wealth and asset management operations expertise; bachelor’s degree required, master’s preferred; proven business development, client engagement, and people leadership skills.
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Vice President or Principal, Wealth Management Marketing
New York City, New York, United States
$170k-$250k/yr HybridFull Time
Bachelor's degree, significant wealth/asset management marketing experience, strong advisor-channel marketing, excellent writing, analytics, project management, and cross-functional collaboration.
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Wealth Management Associate
Glens Falls, New York, United States
$90k-$130k/yr OnsiteFull Time
Client-focused support for financial advisors, knowledge of financial products, strong interpersonal and organizational skills, technical proficiency with Microsoft Office (Excel) and firm systems, and leadership within service teams.
Microsoft Excel, Microsoft Office, MS Online
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Wealth Management Analyst
New York, New York, United States
$75k-$125k/yr OnsiteFull Time
2+ YOE2+ years relevant experience, active Series 7 and Series 66 or Series 63+65 required; bachelor’s degree preferred; strong client service, financial product knowledge, and Microsoft Office/Excel skills.
Microsoft Office, Microsoft Excel, MS Online
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Director, Wealth Management Coach-New York, NY
New York City or Hackensack or Princeton or Roseland
$155k-$167k/yr OnsiteFull Time
5+ YOERequires 5+ years of experience, financial planning and wealth management expertise, Series 7, 63, 65, or 66 registration, and a resident-state life and health insurance license.
AI
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Senior Director Wealth Management Strategy
New York City or Dallas
$192k-$269k/yr HybridFull Time
8+ YOE8+ years in strategic or internal/external consulting, Bachelor's degree or equivalent required; managerial experience, strong analytical, client management and executive communication skills; ability to structure ambiguous problems.
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Director- RIA, FA & Wealth Management Channel
Chicago or New York City
$178k-$261k/yr HybridFull Time
14+ YOE14+ years financial services sales with established RIA/FA/wealth relationships, expert knowledge of listed options and futures, proven top-producing track record, senior client-facing experience, willingness to travel across the U.S.
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Digital Advocacy, Asset & Wealth Management, Private Wealth Management
New York City, New York, United States
$85k-$160k/yr OnsiteFull Time
3+ YOERequires 3–5 years in financial services, preferably client-facing customer success, with stakeholder relationship-building, communication, data-driven analysis, problem-solving, and product adoption skills.
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Regional Wealth Management Consultant
New York City, New York, United States
HybridFull Time
3+ YOEBachelor's degree, SIE and Series 7 and 66 registrations or equivalent, 3–5 years of internal or hybrid wholesaling experience, investment analysis expertise, and strong communication, relationship-building, and consultative selling skills.
LinkedIn, Instagram, YouTube, Glassdoor
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VP, North American Wealth Management Product Sales (Hybrid- NYC)
New York, New York, United States
$200k-$220k/yr HybridFull Time
10+ YOE10+ years sales leadership selling technology to wealth managers, SaaS/platform experience, strong C-suite relationships, consultative selling, quota management, ability to travel up to 50%.
2w
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Entry-Level Wealth Management Associate
Smithtown, New York, United States
$90k/yr OnsiteFull Time
0+ YOERequires 0–2 years of financial services experience, strong communication and collaboration skills, interest in client relationship building, market research, financial strategy, and continuous learning.
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Wealth Management Client Associate
Clifton Park, New York, United States
$25-$44/hr OnsiteFull Time
High school diploma or equivalent required. Client service experience, investment product knowledge, strong communication, judgment, adaptability, and proficiency with Microsoft Office and Salesforce preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Wealth Management Operations Assistant
Saratoga Springs, New York, United States
$21-$24/hr OnsiteFull Time
High school diploma/GED, ability to administer accounts, process trades and transactions, perform reconciliations, use trust accounting systems, communicate clearly, and lift up to 20–30 lbs.
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