Top Financial Advisor Jobs in NYC, NY

Serve as a strategic advisor to physician and healthcare practice owners on accounting, tax, financial performance, profitability, compensation, cash flow, and operational strategy. Build executive client relationships, mentor internal teams, support growth and scalable advisory processes, and participate in business development and proposals.

Lead guided 60-minute museum tours for prospective investors, explain Masterworks business and art-market prices/trends, drive follow-up outreach to schedule meetings, manage event logistics, and cultivate community connections to source attendees. Work toward Series 65 licensing and transition into a client-facing Financial Advisor role.

Provide customized financial solutions to clients, review investment goals, triage client leads, and recommend banking strategies. Requires financial licenses and compliance with the SAFE Act.

The Financial Advisor Associate works with clients to address their wealth management needs, providing investment advice and building client relationships through personalized financial strategies and ongoing consultations.

The Vice President, Financial Advisor will consult clients with investable assets, advise on strategies, and manage long-term relationships while promoting services to meet client financial goals.

As a Financial Advisor in the Merrill Advisor Development Program, you will develop client relations, recommend investment strategies, and manage a book of business while exceeding performance metrics.

As a Financial Advisor in Merrill's Advisor Development Program, you'll develop client relationships, recommend investment solutions, and manage a book of business to meet financial goals.

The Financial Advisor Associate attracts and retains clients by assessing their financial needs and providing tailored investment and insurance strategies, ensuring ongoing relationship management and compliance with regulations.

The Financial Advisor will provide financial planning guidance, manage client relationships, and sell investment management solutions while meeting sales goals and ensuring compliance with regulations.

The Financial Advisor provides financial planning guidance, sells investment solutions, manages client relationships, and meets sales goals while ensuring compliance and delivering exceptional service.

Cross Financial seeks experienced financial advisors with a transferable book of business to transition to a high-payout platform with true client ownership and long-term growth opportunities.

As a Financial Solutions Advisor, you'll gain necessary licenses, build client relationships, provide financial advice, and progress to higher roles in the banking sector.

This role involves obtaining securities licenses and developing skills to manage client relationships while delivering financial advice and solutions.

The Financial Advisor guides clients with financial planning, selling investment management solutions, and managing client relationships to achieve their wealth goals.

Merrill seeks experienced Financial Advisors to deliver comprehensive wealth management, maintain client relationships, and drive growth goals for clients.

This role involves advising clients on financial products, meeting financial goals, triaging requests, and requires compliance with SAFE Act registration.

The Financial Advisor Associate works to attract and retain clients by addressing their wealth management needs, analyzing financial information, and advising on investment strategies, while building and managing client relationships.

As a Financial Solutions Advisor, you will learn to manage client relationships and provide tailored financial solutions while obtaining industry licenses.

The Financial Advisor Associate manages client relationships, analyzes financial information, and advises on investment and insurance strategies to meet client goals.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.

Provide comprehensive financial advice, customize solutions for clients, triage leads, build financial plans, and recommend brokerage products while adhering to regulatory requirements.

The role provides financial advice to clients, builds financial plans, recommends investment strategies, and manages client relationships in a sales environment.

The Financial Advisor will provide financial planning guidance, sell investment management solutions, and service TD Wealth clients by reviewing goals and making recommendations. They will be the primary contact for clients, ensuring an exceptional service experience and achieving sales goals.

The Financial Advisor Trainee will assist clients in financial planning, analyze financial information, and recommend investment strategies to qualify for the Financial Advisor Associate role.

As a Remote Entry-Level Financial Advisor, you'll provide financial guidance, develop personalized plans, and educate clients to help them achieve their financial goals.