Top Financial Advisor Jobs in NYC, NY

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.

Responsible for advising clients on financial goals and solutions, triaging leads, making referrals, and providing mortgage loan services under SAFE Act requirements.

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.

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.

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.