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 funding education. You will develop and grow your own practice, supported by a team at the home office and regional financial advisors, while benefiting from the firm's 100-year history and extensive resources. This role involves building relationships, understanding clients' needs, and creating personalized financial strategies.

Financial Advisor

The Portfolio and Wealth Advisory Associate role involves client relationship management, portfolio/wealth strategy, and asset allocation. Responsibilities include conducting analysis and executing projects for client portfolios, generating and editing presentations, preparing reporting for internal meetings, maintaining data integrity, and collaborating with senior team members to resolve complex client requests. This position is located in midtown Manhattan, New York, and requires relevant experience, Series 7 and 66 or 63/65 FINRA licenses, and a Bachelor’s Degree in Business, Finance, or a related field.

VP Portfolio and Wealth Advisory - Wealth Management

Portfolio and Wealth Advisory Associate

Year Up is a one-year intensive job training program that combines in-classroom skill development, internships, and personalized coaching and mentorship. The program aims to provide young adults with technical and professional skills, access to internships, and job placement services. Participants receive an educational stipend and may intern at leading organizations such as BNY Mellon, Fidelity, or Bank of America.

Financial Advisory JOB Training Program

Financial Advisory Trainee

Year Up is a one-year intensive job training program that combines in-classroom skill development, internships, and personalized coaching and mentorship. The program aims to provide young adults with technical and professional training, access to internships, and job placement services. Participants may work with leading organizations such as BNY Mellon, Fidelity, or Bank of America.

Entry Level Financial Advisory Opportunity

Entry Level Financial Advisory

Entry Level Financial Advisory Role

Equitable Advisors is seeking an Associate Financial Advisor to join their team in Saddle Brook, NJ. This role involves building a book of business from scratch, providing tailored financial services, and educating clients on financial goals. No prior sales or financial experience is required, as comprehensive training is provided. The ideal candidate is ambitious, self-starter, and possesses a natural entrepreneurial spirit.

Financial Professional

Associate Financial Advisor

The Director of the Asset Management Team will oversee the asset servicing functions of both private credit and public/traded strategies at an alternative asset manager. This includes handling corporate actions, commitment tracking, P&I remittance for structured products, and valuation of assets. The role involves significant visibility across the firm, including interactions with portfolio managers, investment and valuation committees, trading desks, counterparties, and vendors.

Director Asset Management

Director, Asset Management

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 Investment Advisor Associate is a member of the Management Development Program (MDP) at M&T Bank, participating in ten weeks of core training and one year of on-the-job training. The role involves classroom training, observations, interactions with senior management, peer networking, and group project assignments. Responsibilities include job-specific training, general training in banking, communication, leadership, and personalized coaching. The position aims to create and add value to the assigned department while developing entry-level professional and/or managerial skills.

2025 Management Development Program Investment Advisor Associate- NYC

Investment Advisor Associate

This role involves joining the Transaction Advisory Services group of a full-service independent investment bank. The associate will supervise team members, examine financial data to identify trends and risks, generate operational insights using data and analytics, prepare and review transaction advisory reports, and work closely with various finance teams. The position requires a Bachelor's Degree, 3+ years of financial due diligence experience, and a CPA.

Transaction Advisory Services- Associate

Transaction Advisory Services Associate

As a Tax Manager in the Wealth & Asset Management practice at EY, you will be responsible for managing and coordinating tax compliance and advisory work for clients in the asset management industry. This role involves working on key client issues in domestic federal, international, and state and local taxation, focusing on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and private equity funds, review partnership agreements and private placement memorandums for tax implications, and oversee the day-to-day activities on the accounts across various locations.

TAX MANAGER - FINANCIAL SERVICES - WEALTH AND ASSET MANAGEMENT

Tax Manager - Financial Services - Wealth and Asset Management

As a Wealth Management 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 you and your clients.

WEALTH MANAGEMENT CONSULTANT

Wealth Management Consultant

RSM US LLP is seeking a Transaction Advisory Services Manager to perform financial due diligence for clients acquiring businesses, participate in client meetings, prepare financial analysis, and interact with top-level management. This role involves close collaboration with Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses. The position offers a competitive benefits package, flexibility in schedule, and the opportunity to work with a diverse range of clients.

Financial Due Diligence & Advisory Manager – Healthcare

Financial Due Diligence & Advisory Manager

EY is seeking a Financial Accounting Advisory Services Manager to join their team, focusing on providing exceptional audit activities for clients in the Banking and Capital Markets industry. This role involves leading fieldwork, managing performance, and providing authoritative advice throughout transactions. The position offers a unique opportunity to develop your understanding of current market trends and processes, while constantly learning and adapting in a fast-paced environment.

FSO FINANCIAL ACCOUNTING ADVISORY SERVICES-INS-MANAGER-MULTIPLE LOCATIONS

Financial Accounting Advisory Services Manager

The Portfolio Associate at PIMCO supports Portfolio Managers by actively monitoring portfolios, assisting in rebalancing risks, and providing operational support. This role involves extensive exposure to industry authorities, a broad range of collaborative opportunities, and a learning environment focused on fixed income portfolio management principles. The position offers a comprehensive development value, including career growth through feedback and a formal review process.

Portfolio Associate - Hedge Funds

Portfolio Associate

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Portfolio & Wealth Advisory Associate Jobs in Paterson, NJ Hiring Now