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Wealth Advisor Jobs in New York, United States
150+ wealth advisor jobs from 51 companies hiring in New York, United States.
6d
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VP/Wealth Advisor
New York, New York, United States
$175k-$250k/yr OnsiteFull Time
Wealth management experience; ability to build and maintain centers of influence; strong communication and relationship skills.
2mo
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Sr. Wealth Advisor
New York, New York, United States
$170k-$210k/yr HybridFull Time
15+ YOE15+ years of experience in wealth management with CFP required; Series 65; CFPl etc. Masters preferred.
1mo
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Wealth Advisor, SVP
New York, New York, United States
$125k-$200k/yr OnsiteFull Time
7+ YOE7-8+ years in Wealth Advisory or client-facing investment management; Series 7/63/65 (or 7/66); strong communication; cross-functional collaboration; financial modeling in Excel.
Microsoft Excel
1mo
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Wealth Advisor - AAF Wealth Management
United States
$125k-$175k/yr RemoteFull Time
5+ YOECFP designation required; 5-7+ years in wealth management; strong financial planning, tax planning interest; proven relationship-building and new business development; entrepreneurial with top communication and emotional intelligence; experience with high-net-worth clients.
3d
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Wealth Advisor III
Pittsford, New York, United States
$100k-$135k/yr OnsiteFull Time
10+ YOEBachelor’s degree or equivalent; 10+ years wealth management experience; CFP, CPA, or JD preferred.
3d
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Wealth Advisor III
Pittsford, New York, United States
$100k-$135k/yr OnsiteFull Time
10+ YOEBachelor’s degree or equivalent experience; 10+ years in wealth management, business development, and relationship management; CFP, CPA, or JD preferred.
2w
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Associate Wealth Advisor
New York, New York, United States
$115k-$195k/yr HybridFull Time
3+ YOE3–5 years in financial or wealth planning; knowledge of financial services; strong analytical, organizational, and communication skills; ability to work independently.
1mo
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Wealth Advisor
Goshen, New York, United States
$85k-$130k/yr OnsiteFull Time
3+ YOEManage client portfolios, develop investment plans, and maintain compliance while growing assets.
3w
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Wealth Advisor - Tonawanda, NY
Tonawanda, New York, United States
$105k-$250k/yr OnsiteFull Time
2+ YOEMinimum 2 years in a Financial Advisor role; Series 7, 63, 65 (or 66) active; Life/Health/Variable insurance licenses; bachelor's degree preferred.
2w
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Wealth Advisor - Dime Community Bank
Brooklyn, New York, United States
$66k-$70k/yr OnsiteFull Time
2+ YOEProvide wealth advisory services; consultative sales; on-site at Brooklyn bank branch; requires FINRA licenses and investment sales experience.
Microsoft Office, PowerPoint
1mo
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Wealth Advisor Associate - Vice President
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
5+ YOE5–8 years private wealth/advisory support; SIE, Series 7 and 66 licenses; strong client service, operational and planning coordination.
AI tools, CRM, document workflows, portfolio and planning systems
1mo
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Wealth Advisor Associate - Vice President
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
5+ YOE5–8 years in private wealth or advisory support; SIE, Series 7 and 66; strong client service, operations, and advisory support experience; planning coordination and AI/tools familiarity.
CRM, Investment tools, AI tools, Document management
1mo
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Senior Wealth Strategy Advisor
New York City, New York, United States
$250k-$295k/yr HybridFull Time
5+ YOESenior-level wealth strategy expertise with deep tax, estate, and investment planning; cross-domain knowledge; professional credentials preferred.
Financial modeling, Estate planning software, Tax planning tools
1mo
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Senior Wealth Advisor
United States
$100k-$200k/yr RemoteFull Time
Experience with a portable fee-based AUM of at least $25M; active Series 65; proven high-net-worth client advisory; independent/entrepreneurial mindset.
CRM, Compliance platform, Marketing tools
5d
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PWM Private Wealth Advisor
New York, New York, United States
$170k-$200k/yr HybridFull Time
10+ YOEBachelor's degree; 10+ years in high/us ultra-high net worth wealth management; CFA or CFP preferred; strong relationship, networking, and business development skills; ability to work collaboratively; excellent communication and analytical skills.
2mo
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Wealth Advisor, Ultra High Net Worth
Miami or United States
RemoteFull Time
7+ YOE7+ years in wealth management serving UHNW/HNW clients; deep tax, estate planning, and alternative investments knowledge; strong communication; Series 65 or equivalent; tech-savvy.
2mo
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Wealth Advisor - Wealth Management /Personal Strategy
United States
$66k-$93k/yr RemoteFull Time
4+ YOE4+ years financial services experience; FINRA Series 65; FINRA fingerprinting; Bachelor's in Business or related field; strong communication, relationship, and planning skills; proficient with MS Office and Salesforce.
Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360
3w
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Wealth Advisor Associate - Vice President
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
5+ YOE5–8 years in private wealth or advisory support; SIE, Series 7 and 66; strong client service, operations, and planning coordination; experience with investment strategy and AI tools.
2mo
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Wealth Advisor - Webster Bank
Flushing, New York, United States
$66k-$80k/yr OnsiteFull Time
2+ YOETwo years of investment sales experience; active FINRA registrations; high school diploma; relevant licenses; computer literacy.
Microsoft Office, PowerPoint
2mo
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Associate Wealth Advisor
Garden City, New York, United States
$97k-$127k/yr HybridFull Time
4+ YOEBachelor’s degree, 4-8 years experience, CFP/CFA/CPA/JD/MBA required, advanced financial planning knowledge, experience with Salesforce and planning software.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
3d
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Wealth Advisor Analyst
New York, New York, United States
$85k-$115k/yr HybridFull Time
Bachelor's degree; quantitative field preferred. Interest in sales/client service. Detail-oriented, proactive, with multi-tasking ability. Proficient in MS Excel and PowerPoint.
MS Excel, PowerPoint
1mo
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Wealth Financial Advisor - Steamboat Springs, CO
United States
$90k-$130k/yr RemoteFull Time
2+ YOEHigh school diploma; 2+ years as Financial Advisor; active FINRA Series 7, Series 63/65/66; state life and health license; proven sales track record.
1mo
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Wealth Financial Advisor - Steamboat Springs, CO
United States
$90k-$130k/yr RemoteFull Time
2+ YOEHigh school diploma; 2+ years as Financial Advisor; active FINRA Series 7, Series 63 and Series 65 or 66; active state variable life and health license; proven sales track record.
Company-provided technology, financial planning tools
2mo
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Senior Advisor, Wealth Management - The Baldwin Group Financial Services
United States
RemoteFull Time
5+ YOEBachelor's degree; Series 65 or 66; Life & Health license or willing to obtain in 90 days; 5+ years as a Financial Advisor; proven sales and client retention experience.
Microsoft Office, Investment planning software
2w
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SVP, Wealth Strategy
New York, New York, United States
$210k-$280k/yr OnsiteFull Time
6+ YOELaw degree; minimum six years of UHNW estate/wealth transfer planning; experience with law/wealth management firms; LLM in Tax a plus; ability to lead thought leadership and collaborate with attorneys and advisors.
2mo
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Wealth Manager
Woodbury, New York, United States
HybridFull Time
Mid-level financial advisor with client-facing responsibilities, hybrid schedule, and focus on planning and risk management.
3d
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Wealth Management Client Associate
New York, New York, United States
$25-$44/hr OnsiteFull Time
Client service oriented Wealth Management role supporting Financial Advisors; strong communication and quick learner with technology; focused on client needs.
Microsoft Word, Excel, PowerPoint, Salesforce
3w
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Financial Advisor
Latham, New York, United States
$55k-$130k/yr HybridFull Time
0+ YOEProven experience as a Financial Advisor or Wealth Advisor; active Life and Health licenses; aspiring securities licensure; established client base and business development; strong relationship and communication skills; fiduciary, client-focused approach.
6d
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Wealth Management Consultant
United States
$115k-$155k/yr RemoteFull Time
5+ YOEFour-year degree strongly preferred; minimum 5 years coaching or interacting with financial advisors; deep knowledge of managed accounts, mutual funds, and asset gathering; strong communication and advisory skills.
Morningstar, Money Guide Pro, Asset management platforms, Unified managed account (UMA), Turnkey asset management programs, Mutual funds, ETFs
3d
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Sanctuary Wealth - Vice President & Client Advisor (Remote)
United States
$115k-$135k/yr RemoteFull Time
7+ YOE7+ years in wealth management; experience with high-net-worth clients; strong planning, investment, and client-service skills; CRM proficiency.
CRM software, Portfolio reporting tools, Custodial systems, Microsoft Office, Google Workspace
2mo
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J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside)
New York, New York, United States
$66k/yr OnsiteFull Time
2+ YOEMinimum 2 years in a financial advisor role; Series 7 and Series 66; Life, Health and Long Term Care licenses; ability to build relationships and provide wealth planning.
2mo
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J.P. Morgan Wealth Management - Private Client Advisor - Scarsdale
Scarsdale, New York, United States
$64k/yr OnsiteFull Time
2+ YOEAt least 2 years in a financial advisor role; Series 7 and Series 66 licenses; Life/Health/Long-Term Care licenses; Bachelor’s degree preferred.
3w
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Wealth Management Client Associate
Albany, New York, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client materials, ensure policy compliance, build client relationships.
Microsoft Word, Excel, PowerPoint, Salesforce
5d
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Senior Wealth Strategy Associate
New York City, New York, United States
$85k-$115k/yr OnsiteFull Time
5+ YOEAssist financial advisors, develop asset allocation strategies, support client relationships, perform business analytics, and analyze portfolio performance.
Microsoft Excel, Financial Analysis Tools
2mo
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Director of Advisor Productivity
Saratoga Springs, New York, United States
$250k-$300k/yr OnsiteFull Time
10+ YOE10+ years in wealth management or advisor support; leadership experience; cross-functional collaboration.
3d
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CVP, Head of Wealth Management Marketing (New York, NY, US)
New York, New York, United States
$140k-$190k/yr HybridFull Time
10+ YOE10+ years in wealth management/financial services marketing; multi-channel strategy; advisor collaboration; consumer-focused content; MBA preferred.
2w
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Regional Director - Wealth Management
New York, New York, United States
$112k-$140k/yr RemoteFull Time
5+ YOE5+ years in financial services or advisor relationships; CFP/CIMA or similar plus; FINRA 7/66 or 63/65; strong communication and CRM proficiency.
CRM, Data Analytics, Microsoft Office
5d
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Senior Wealth Strategy Associate
New York, New York, United States
$85k-$115k/yr OnsiteFull Time
Assist financial advisors, develop asset allocation strategies, provide client relationship and business analytics support; analyze portfolio performance and prepare client materials.
2mo
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Financial Advisor - OR, NY, NJ, FL, or CA
Portland or New York or Union or Miami or Tampa or Los Angeles or San Francisco
RemoteFull Time
Experienced wealth advisor with transferable book, seeking ownership, higher payout and leadership opportunities.
LPL, Schwab, Becker, LinkedIn Learning
3w
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Associate Director/Director - Wealth Advisory (Long Island/Queens)
Garden City, New York, United States
$92k-$100k/yr RemoteFull Time
2+ YOEBachelor's degree; 2+ years sales experience at Associate Director level; FINRA licenses: SIE, Series 7; Series 63 within 45 days; strong presenting, interpersonal, and advisor-management skills.
HiringCafe market data
Wealth Advisor Jobs market signals in New York, United States
These signals come from live HiringCafe job inventory, not a static article. Use them to compare the market, then open listings above to apply directly.
Open jobs
150+
Hiring companies
51
Fresh sample
49% new in 30d
Salary visibility
89% show pay
Companies appearing in this market
Bank of AmericaJPMorgan ChaseCitizens Financial GroupCorebridge FinancialEmpowerLPL FinancialCentral Pacific BankFarther
Work location mix in visible results
Onsite: 42Remote: 21Hybrid: 10
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