Top Financial Advisor Jobs in NYC, NY

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.

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.

Serve as the primary wealth management advisor for high-net-worth individuals, institutions, businesses, and qualified plans. Assess investment goals, risk tolerance, tax considerations, cash flow, and life events; develop and implement wealth management plans; monitor portfolios; communicate performance insights; coordinate client reports; maintain CRM records; and generate new business through consultative sales.

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

Build and grow client relationships by delivering investment and insurance solutions, support portfolio reviews and client lifecycle management, and collaborate with Retail, Business Banking, and Wealth teams while learning from a senior advisor and building your own book.

Provide real-world financial planning expertise to train and evaluate AI systems. Review scenarios, assess AI recommendations for accuracy, compliance, and suitability, document client conversations, define planning methodologies, give structured feedback, identify compliance/referral needs, and improve AI workflows and financial planning processes.

Provide subject-matter expertise in personal financial planning and wealth management to train and evaluate AI-driven advisory tools. Review client scenarios, give structured written feedback, translate complex financial concepts into client-friendly guidance, ensure compliance with regulatory and fiduciary standards, and contribute to improving AI recommendations for investment, retirement, estate, and debt-management planning.

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.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.

The Senior Financial Advisor will build relationships with UHNW clients, advising on art investments, attending gallery events. Responsibilities include client follow-ups and portfolio advisory.

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 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 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.

Join Arootah's advisor network as a fractional CFO/Head of Finance to provide project-based financial leadership to hedge funds, private equity firms, and family offices. Responsibilities include building finance infrastructure, overseeing fund and management company accounting, budgeting/forecasting, cash management, reporting, controls, audit/tax coordination, and partnering with senior leadership on strategy and investor readiness.