20 Wealth Management jobs in New York City.

Hiring now: Private Client Financial @ Citizens, Financial Solutions Advis @ Merrill We, Sr Personal Lines Account @ Foundation, Trust And Estates Paraleg @ Confidenti, Trust And Estates Paraleg @ A Law Firm, Hybrid Market Leadersales @ Blackrock, Asst Vice President Inves @ Icapital, Vice President Global Fun @ Blackstone, Retirement Services Distr @ Adp, Relationship Mgr @ Designwork.Explore more at jobswithgpt.com.

🔥 Skills

client relationships (6) team collaboration (5) Wealth Management (4) Investment Strategies (4) Portfolio Management (4) Financial Planning (4) Risk Assessment (4) wealth management (4) financial advisors (4) fund accounting (4)

📍 Locations

Princeton (5) Elizabeth (4) Somerset (4) Hackensack (2) Fort Lee (1) Newark (1) Paramus (1) Brooklyn (1) Garden City (1)
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Citizens

Private Client Financial Advisor Elizabeth
Skills & Focus: Wealth Management, Financial Advisor, Client Services, Investment Strategies, Portfolio Management, Financial Planning, Sales, Customer Relationship Management, Risk Assessment, Market Analysis
Experience: Professional
Type: Full Time
Financial Advisor Elizabeth
Skills & Focus: Financial Advisor, Wealth Management, Asset Management, Client Relationships, Investment Strategies, Financial Planning, Portfolio Management, Risk Assessment, Customer Service, Financial Analysis
About the Company: Citizens is a leading financial institution that focuses on community support, innovation in banking solutions, and a commitment to diversity and inclusion.
Experience: Professional Level
Type: Full-time
Benefits: Citizens offers a variety of benefits including wellness programs, professional growth opportunities, and community sup…
Private Client Financial Advisor Elizabeth
Skills & Focus: Financial Advisor, Wealth Management, Private Banking, Client Relationships, Investment Strategies, Portfolio Management, Risk Assessment, Financial Planning, Customer Service, Compliance
About the Company: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, across all aspects of your life.
Experience: Professional
Type: Full Time

Merrill Wealth Management

Financial Solutions Advisor Fort Lee
Skills & Focus: wealth management, investment products, client relationships, financial goals, advisor, financial services, relationship building, portfolio management, client solutions, advisory
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years of experience in the financial service industry or a sales environment; one year experience in the investments industry.
Salary: $75,000.00 - $85,000.00
Type: Full-time
Benefits: Industry-leading benefits including access to paid time off.

Foundation Risk Partners

Senior Personal Lines Account Manager - High Net Worth Hackensack
Skills & Focus: High Net Worth, personal lines, client renewals, re-marketing, insurance, risk profile assessments, policy coverage, renewal terms, claims counseling, communication skills
About the Company: one of the fastest growing insurance brokerage and consulting firms in the US
Experience: 8+ years personal lines experience with a background in HNW client/account management services
Benefits: comprehensive range of health-related benefit options including medical, vision, and dental; 401(k) with company match;…

Confidential Law Firm

Trust and Estates Paralegal Hackensack
Skills & Focus: Trust administration, Estate administration, Probate, Federal estate tax returns, State estate tax returns, Fiduciary accountings, Client communication, Financial planners, Estate tax software, Microsoft Word
About the Company: A law firm with offices in Hackensack, NJ.
Experience: 5+ years in a similar type role
Type: Full-time

A Law Firm

Trust and Estates Paralegal Newark
Skills & Focus: Trusts, Wills, Durable powers of attorney, Estate planning, Beneficiary designations, Gift tax returns, U.S. Gift Tax Return, Estate tax software, Communication skills, Mathematical skills
About the Company: A law firm with offices in Hartford
Experience: 5+ years of experience in a similar type role
Type: Full-time

Merrill Wealth Management

Financial Solutions Advisor Paramus
Skills & Focus: wealth management, investment products, client relationships, financial goals, advisor, financial services, relationship building, portfolio management, client solutions, advisory
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years of experience in the financial service industry or a sales environment; one year experience in the investments industry.
Salary: $75,000.00 - $85,000.00
Type: Full-time
Benefits: Industry-leading benefits including access to paid time off.

Blackrock

Hybrid Market Leader/Sales Specialist Princeton
Skills & Focus: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
About the Company: BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
Salary: USD$100,000.00 - USD$110,000.00
Type: Hybrid
Benefits: Employees are eligible for an annual discretionary bonus, health care, leave benefits, retirement benefits, tuition rei…
Vice President, BlackRock Portfolio Design Specialist Princeton
Skills & Focus: investment management, relationship building, portfolio construction, financial advisors, portfolio customization, risk analytics, model portfolios, data-driven, client experience, sales growth
About the Company: BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services…
Experience: 3+ years investment or asset management experience.
Salary: USD$100,000.00 - USD$110,000.00
Benefits: Comprehensive healthcare, support for working parents, strong retirement plan, tuition reimbursement, and Flexible Time…
Internal Wholesaler - Market Sales Partner Princeton
Skills & Focus: Internal Wholesaler, Market Sales Partner, sales, financial advisors, investment products, client management, business plan, lead identification, team collaboration, market knowledge
About the Company: BlackRock is the world's largest asset manager, dedicated to helping more people experience financial well-being through innovative investment solutions.
Experience: 2+ years in mutual fund or brokerage industry
Salary: USD$80,000.00 - USD$90,000.00
Type: Full-time
Benefits: Flexible Time Off, healthcare, leave benefits, retirement benefits

Icapital

Assistant Vice President, Investor Relations Princeton
Skills & Focus: Investor Relations, client service, high-net-worth clients, fund managers, subscription process, client support, user experience, financial technology, equity compensation, retirement plan
About the Company: iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, a…
Experience: 6-10 years in financial services, preferably in a client service or investor relations role in alternative investments
Salary: $105,000 to $125,000
Type: Full-time
Benefits: Salary, equity for all full-time employees, annual performance bonus, employer matched retirement plan, subsidized heal…

Blackstone

Vice President, Global Fund Finance – Blackstone Credit Registered Funds Somerset
Skills & Focus: fund accounting, registered closed-end funds, NAV striking, SEC reporting, financial statements, budgeting, audit coordination, accounting policy, team collaboration, problem solving
About the Company: Blackstone is the world’s largest alternative asset manager, focused on creating positive economic impact and long-term value for investors, companies, and com…
Experience: 10+ years of public/private accounting experience
Salary: $155,000 - $225,000
Type: Full-time
Benefits: Additional compensation beyond base salary, including other forms of compensation or benefits offered in connection wit…
Global Fund Finance – Blackstone Credit Registered Funds – Vice President Somerset
Skills & Focus: fund accounting, administration, reporting, NAV striking, SEC reporting, credit strategies, financial statements, audit, team collaboration, communication skills
About the Company: Blackstone is the world’s largest alternative asset manager, seeking to create positive economic impact and long-term value for investors and communities throu…
Experience: 10+ years of public/private accounting experience
Salary: $155,000 - $225,000
Type: Full-time
Benefits: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.
Global Fund Finance – Vice President Somerset
Skills & Focus: fund accounting, NAV striking, SEC reporting, Registered Investment Companies, financial statements, annual/semi-annual report, external auditors, portfolio management, create solutions, team-based environment
About the Company: Blackstone is the world’s largest alternative asset manager, focused on creating positive economic impact and long-term value for investors, companies, and com…
Experience: 10+ years of public/private accounting experience
Salary: $155,000 - $250,000
Type: Full-time
Benefits: Various forms of compensation and benefits offered, including equal employment opportunities policy, potential flexible…

Adp

Retirement Services District Manager Brooklyn
Skills & Focus: Sales, Retirement Services, 401(k), client relationships, prospecting, territory management, business development, team collaboration, financial solutions, sales training
About the Company: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 2+ years of outside business-to-business sales experience
Salary: $43,300.00 - $93,900.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Designworks Talent

Relationship Manager Garden City
Skills & Focus: wealth management, financial planning, client relationships, prospective clients, financial objectives, business development, strategic recommendations, financial planning reviews, collaboration, insurance license
About the Company: A well-established and highly regarded wealth management and financial planning firm, recognized among top industry leaders, has been serving clients for over …
Salary: $80K – $100K
Type: Full time
Benefits: Comprehensive package including health benefits, paid time off, and a matching 401(k).