The Financial Advisor - Centralized at Santander Holdings USA Inc is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. This role involves a mix of virtual and in-person client interactions, with a focus on new sales prospects, market intelligence, and maintaining compliance with all relevant regulations.

Financial Advisor - Centralized, Brooklyn, NY

Financial Advisor

The Financial Advisor - Centralized at Santander Holdings USA Inc is responsible for identifying client needs, making investment/insurance recommendations, and achieving sales results and client satisfaction. This role involves a mix of virtual and in-person client interactions, with a focus on new sales prospects, market intelligence, and compliance with regulations. The position requires a Bachelor's degree or equivalent work experience in finance or a related field, along with FINRA licenses 7 and 66 or 7 and 63 and 65, and appropriate state insurance licenses.

Financial Advisor - Centralized, Staten Island, NY

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. You will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. The role involves building relationships, understanding client needs, and creating personalized financial strategies. Edward Jones provides comprehensive support, including paid training, salary for the first four years, a firm-provided branch office, and a support network.

Financial Advisor - Staten Island, NY - Market 13, Region 257

Year Up is a one-year intensive job training program that combines technical and professional training with access to internships and job placement services. The program offers in-classroom skill development, personalized coaching, and mentorship, with the potential for an internship at leading organizations such as BNY Mellon, Fidelity, or Bank of America. Participants receive an educational stipend and have the opportunity to earn college credit for some coursework.

Entry Level Investment Operations Role

Entry Level Investment Operations

Year Up is a one-year intensive job training program that combines technical and professional training with access to internships and job placement services. The program offers in-classroom skill development, personalized coaching, and mentorship, with the potential for internships at leading organizations such as BNY Mellon, Fidelity, or Bank of America. Participants receive an educational stipend and have the opportunity to earn college credit for some coursework.

Investment Operations JOB Training Program

Investment Operations Trainee

As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans for clients using a wide range of products and services. This role focuses on engaging with existing clients and warm leads, allowing you to provide investment solutions and grow relationships with a dedicated local advisor. You will utilize Fidelity's guidance tools, leverage technology for efficient appointments, and refer clients to wealth management partners based on their needs.

Investment Consultant - Paramus, NJ

Investment Consultant

This role involves investing for a top-performing global fund's CLO strategy, focusing on High Yield bonds and Leveraged Loans. The position includes producing investment ideas, analyzing and underwriting bond and loan investments, and liaising with internal and external counterparts for origination. The role is open to candidates from Associate to Director level with a necessary investment or advisory background, such as CLO/HY/Leveraged Loan Investments, Long/Short Credit Investments, High Yield Desk Analysts, or Leveraged Finance Advisory from a leading investment bank.

Leveraged Credit Investment Professional – Top-Performing Global Fund (New York)

Leveraged Credit Investment Professional

As an Investment Accountant at Selby Jennings, you will be responsible for preparing and analyzing detailed investment reports, conducting financial analyses to support investment decisions, overseeing the valuation of investments, and ensuring compliance with accounting standards and regulatory requirements. This role involves close collaboration with investment managers, analysts, and other stakeholders to provide insights and recommendations.

Investment Accountant - Insurance

Investment Accountant

The Distressed/Special Situations Investment Professional at eFinancialCareers will play a crucial role throughout the entire investment process, from origination and analysis through to structuring and execution across the capital structure in both the public and private markets. This role involves in-depth knowledge of fundamental credit investing, including high yield, stressed, distressed, and special situations opportunities, as well as strong financial analysis skills for the structuring and execution of investments. The candidate will also be responsible for origination and sourcing of new investments through the maintenance and building of relationships in the market.

Distressed/Special Situations Investment Professional (VP/Director) – NYC

Distressed/Special Situations Investment Professional

Year Up offers a one-year intensive job training program for young adults, combining in-classroom skill development, internships, and personalized coaching and mentorship. The program aims to equip participants with technical and professional skills, access to internships, and job placement support. Participants may work in various industries, including finance, and receive an educational stipend during the internship phase.

Investment Operations Career Training Program

As an Investments Operations Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both the individual and clients.

INVESTMENTS OPERATIONS CONSULTANT

Investments Operations Consultant

We are seeking an Associate Investment Professional to join our team, focusing on private credit, asset-based lending, and structured credit opportunities. The role involves performing financial analysis, due diligence, and industry research on investments, building financial models, assisting in structuring credit facilities, and managing portfolio investments. This position offers a unique opportunity to work on complex, high-yield investments and gain exposure to a wide array of investment types.

Private Credit Associate - ABL & Specialty Finance

Associate Investment Professional - Private Credit

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. You will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. The role involves paid training, a salary for the first four years, and a firm-provided branch office. You will be valued for your unique experiences and professional background in an inclusive environment.

We are seeking a highly organized and detail-oriented Investment Coordinator to support our client's investment team in New York City. This role offers a unique opportunity to gain direct exposure to the investment process and work alongside seasoned professionals in financial services. The ideal candidate will have 3-5 years of experience supporting investment teams and a passion for the financial markets. This is a great chance to grow your career within a fast-paced, high-growth firm.

Investment Coordinator

The Investment Management Specialist at Merrill Wealth Management, a division of Bank of America, is responsible for performing specialized functions across a Financial Advisors team, including defining the team's investment management philosophy, providing operational support, and delivering holistic investment solutions. This role involves leveraging specialists and financial planning tools, monitoring and managing client portfolios, and ensuring quality client service through a full range of investment products and services.

Investment Management Specialist

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Investment Professional Jobs in New York, NY Hiring Now

Financial Advisor - Centralized, Brooklyn, NY

Financial Advisor - Centralized, Staten Island, NY

Financial Advisor - Staten Island, NY - Market 13, Region 257

Entry Level Investment Operations Role

Investment Operations JOB Training Program

Investment Consultant - Paramus, NJ

Leveraged Credit Investment Professional – Top-Performing Global Fund (New York)

Investment Accountant - Insurance

Distressed/Special Situations Investment Professional (VP/Director) – NYC

Investment Operations Career Training Program

INVESTMENTS OPERATIONS CONSULTANT

Private Credit Associate - ABL & Specialty Finance

Financial Advisor - Staten Island, NY - Market 13, Region 257

Investment Coordinator

Investment Management Specialist