Top 4732 Client advisor Jobs in Bronx Ny

Investment Analyst - Family Office
Midas Wealth —New York, NY
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —New York, NY
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
11d
Client Advisor (Sales Consultant)
BMW —Long Island City, NY
- From $50,000 a year
- Full-time
- Background check
- Dealership
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —New York, NY
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
11d
PRADA Client Advisor Broadway
Prada —New York, NY
- $22 - $26 an hour
- Communication skills
- Entry level
Client Advisor - New York City
Louis Vuitton —New York, NY
- $26 - $29 an hour
- Full-time
- Entry level
- Commercial
- Disability insurance
- Health insurance
Client Advisor
KITH —New York, NY
- $17 - $18 an hour
- Part-time
- Ability to walk for extended periods
- Mid-level
- 3 years
Virtual Client Advisor
Ralph Lauren —New York, NY
- $18 - $26 an hour
- Part-time
- Hospitality
- Microsoft Outlook
- Ability to walk for extended periods
PRADA Client Advisor Madison Avenue
Prada —New York, NY
- $22 - $26 an hour
- Communication skills
- Entry level
PRADA Client Advisor Fifth Avenue
Prada —New York, NY
- $22 - $26 an hour
- Communication skills
- Entry level
Client Advisor - East Hampton, NY
Louis Vuitton —New York, NY
- $25 - $32 an hour
- Full-time
- Mid-level
- Commercial
- Disability insurance
- Health insurance
Client Advisor
Guzema Fine Jewelry —New York, NY
- $25 - $30 an hour
- Full-time
- Merchandising
- Mid-level
- In-person
- Paid time off
- Paid sick time
Quick Apply
7d
Client Advisor
Baccarat, Inc. —New York, NY
- $21 - $24 an hour
- Full-time
- Merchandising
- Mid-level
- Commercial
Quick Apply
Client Advisor-Manhasset
Tiffany & Co. —New York, NY
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- US work authorization
- Entry level
Client Advisor, Full Time
FERRAGAMO USA INC —New York, NY
- $22 - $24 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Computer skills
Quick Apply
BOTTEGA VENETA Client Advisor, Soho
Bottega Veneta —New York, NY
- $23 - $25 an hour
- Full-time
- Maintenance
- Cleaning
- 1 year
Client Advisor
Maiden Home —New York, NY
- $80,000 - $85,000 a year
- Full-time
- 6 years
- Merchandising
- Mid-level
Associate Client Advisor
Bessemer Trust Company, N.A. —New York, NY
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
6d
Client Advisor-Rockefeller Center
Tiffany & Co. —New York, NY
- $22.19 - $30.02 an hour
- Weekends as needed
- Microsoft Outlook
- Mid-level
- US work authorization
Client Advisor
ONIVERSE/FALCONERI —New York, NY
- $27 - $32 an hour
- Weekends as needed
- Background check
- Mid-level
- 3 years
- Commuter assistance
- Health insurance
Quick Apply

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client advisor jobs near bronx ny

Investment Analyst - Family Office

Midas Wealth
New York, NY

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Customer communication
Series 7
Bachelor's degree
Data management
Attention to detail
Financial product expertise
Organizational skills
Data-driven problem-solving
Computer skills
Financial markets knowledge
Excel data analysis

Full Job Description

Job Summary:
The Investment Analyst will support the family office’s investment and advisory functions by analyzing portfolio performance, reviewing account activity, and preparing materials for client meetings. This role requires strong attention to detail, analytical skills, and the ability to translate complex financial information into clear, actionable insights for both internal stakeholders and clients.

Key Responsibilities:

Portfolio & Account Analysis

Review and analyze client account statements, performance reports, and holdings across asset classes
Monitor portfolio allocations and identify variances from target strategies
Evaluate investment performance relative to benchmarks and stated objectives

Investment Recommendations

Identify opportunities to rebalance portfolios or make allocation adjustments, as appropriate
Provide recommendations based on market trends, performance data, and client objectives
Collaborate with senior advisors and investment team members on strategy implementation

Client Meeting Preparation

Prepare client‑ready reports, presentations, and supporting materials
Summarize portfolio performance, key changes, and strategic recommendations in a clear, concise manner
Assist in developing meeting agendas and follow‑up action items

Data Management & Reporting

Maintain accurate records of portfolio activity and client holdings
Support ad hoc analysis and reporting requests from advisors and clients
Ensure data integrity across reporting systems and platforms

Required Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or a related field
1–3+ years of experience in investment analysis, wealth management, or a related role
Strong proficiency in Excel and financial analysis tools
Working knowledge of financial markets, asset allocation, and investment products

Preferred Qualifications

Series 7 license preferred
Progress toward or interest in pursuing CFA or other relevant professional designations
Experience working in a family office, wealth management firm, or investment advisory environment

Skills & Competencies

Strong analytical and problem‑solving skills
High level of attention to detail and accuracy
Ability to synthesize complex data into clear, actionable insights
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple priorities

Compensation & Benefits

We offer a competitive compensation package commensurate with experience, including:

Base salary range: $70,000 – $90,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

client advisor jobs in bronx ny

Investment Analyst - Family Office

Associate Wealth Advisor, Schwab Wealth Advisory

Client Advisor (Sales Consultant)

Wealth Advisor, Schwab Wealth Advisory

PRADA Client Advisor Broadway

Client Advisor - New York City

Client Advisor

Virtual Client Advisor

PRADA Client Advisor Madison Avenue

PRADA Client Advisor Fifth Avenue

Client Advisor - East Hampton, NY

Client Advisor

Client Advisor

Client Advisor-Manhasset

Client Advisor, Full Time

BOTTEGA VENETA Client Advisor, Soho

Client Advisor

Associate Client Advisor

Client Advisor-Rockefeller Center

Client Advisor

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