Top 539 Wealth manager Jobs in Garden City Ny

Chief Investment Officer
Confidential —Melville, NY
- $250,000 - $350,000 a year
- Full-time
- Research
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor
Blue Ocean Wealth Solutions —Greenvale, NY
- $90,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Practice Lead - Wealth Management
Eclerx —New York, NY
- $150,000 - $225,000 a year
- Full-time
- Remote
- Finance
- Bachelor's degree
- Mentoring
Client Service Operations Manager, Neuberger Wealth
Neuberger Berman —New York, NY
- $175,000 - $225,000 a year
- Full-time
- Office
- Bachelor's degree
- Financial services
- Health insurance
- Dental insurance
Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate
Goldman Sachs —New York, NY
- $100,000 - $170,000 a year
- Full-time
- Research
- Office
- Java
- Disability insurance
- Health insurance
Asset & Wealth Management, Multi-Asset Solutions: Portfolio Manager, Associate - New York
Goldman Sachs —New York, NY
- $100,000 - $170,000 a year
- Full-time
- Writing skills
- Office
- 3 years
- Disability insurance
- Health insurance
Wealth Management: Client Service Associate
Northwestern Mutual —New York, NY
- $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- 5 years
- Disability insurance
- Health insurance
Quick Apply
3d
Fast Track to Partner
New York Life Insurance Company & NYLIFE Securitiess, LLC. —New York, NY
- $70,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Math
- Health savings account
- Health insurance
Quick Apply
Wealth Management Advisor
Northwestern Mutual —Farmingdale, NY
- $60,000 - $140,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Equitable Advisors —New York, NY
- $34,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Trainee - Entry Level - Hybrid position
Bankers Life and Casualty —Rosedale, NY
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Financial Sales Representative - Training Provided
Tri-Harbor Financial Group —New York, NY
- Up to $138,000 a year
- 8 hour shift
- Bilingual
- Sales
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
14d
Wealth Management Associate
Northwestern Mutual —Farmingdale, NY
- $60,000 - $140,000 a year
- Full-time
- Hybrid work
- US work authorization
- Financial services
- Entry level
- Health insurance
- Dental insurance
Quick Apply
VP, Financial Consultant - Forest Hills, NY
Charles Schwab —Forest Hills, NY
- $75,000 - $100,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Wealth Management Associate
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Melville, NY
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Hospitality
- Military
- Business development
- Health savings account
- Health insurance
Quick Apply
Trust Advisor
City National Bank —New York, NY
- $148,266 - $252,544 a year
- Microsoft Excel
- Research
- Business development
- Health insurance
- Dental insurance
3d
Private Wealth Advisor / Financial Planner (Top-Ranked Training)
Northwestern Mutual —New York, NY
- $78,000 - $168,000 a year
- Full-time
- Background check
- Sales
- Office
- Disability insurance
- Health insurance
Quick Apply
Bilingual Financial consultant / Management Fast Track Program
New York Life —New York, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Sales
- AD&D insurance
- Disability insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
14d

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wealth manager jobs near garden city ny

Chief Investment Officer

Confidential
Melville, NY

Quick Apply

Job Details

Full-time
$250,000 - $350,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance

Qualifications

Trading
Investment management software
Team development
Professional development support
Investment client management
Fiduciary duties
Leading team collaboration initiatives
Developing investment risk management strategies
Strategic asset allocation in risk management
Chartered Financial Analyst
Managing investment management teams

Full Job Description

JOB DESCRIPTION

Company is an independent, boutique firm that provides a full range of wealth management services. The Chief Investment Officer will join a high performance, dynamic team of advisors and professionals responsible for providing high net worth individuals with comprehensive wealth management solutions to help them achieve their financial goals.

This is a key position in a rapidly growing firm, seeking a person willing to accept a high degree of responsibility and autonomy. The ideal candidate will have the required skills and education along with our shared dedication and values.

Roles Responsibilities:

Manage asset allocation, portfolio construction, and risk management strategies.
Conduct ongoing performance analysis and make necessary recommendations for adjustments.
Provide market commentary and thought leadership for internal and external communications.
Conduct due diligence on investment opportunities and fund managers
Management and professional development of the Investment and trading team members.

Requirements:

CFA required
10+ years of experience in investment management and portfolio construction
Strong knowledge of fiduciary investment principles, asset allocation, and risk management
Proficiency in investment research tools and portfolio management software
5-year track record of successful management of an Investment and Trading Team
Strong Leader with excellent communication and collaboration skills
Willing and capable of increasing the investment knowledge of both employees and clients.

About Our Culture:

Our mission is to build authentic relationships with our clients, as well as our team. Joining our team means joining a supportive and collaborative work environment where your contributions are valued.

Pay: $250,000.00 - $350,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

License/Certification:

Chartered Financial Analyst (Required)

Ability to Commute:

Melville, NY 11747 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in garden city ny

Chief Investment Officer

Wealth Management Advisor

Practice Lead - Wealth Management

Client Service Operations Manager, Neuberger Wealth

Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate

Asset & Wealth Management, Multi-Asset Solutions: Portfolio Manager, Associate - New York

Wealth Management: Client Service Associate

Fast Track to Partner

Wealth Management Advisor

Financial Advisor

Wealth Management Trainee - Entry Level - Hybrid position

Financial Sales Representative - Training Provided

Wealth Management Associate

Wealth Management Associate

VP, Financial Consultant - Forest Hills, NY

Wealth Management Associate

Trust Advisor

Private Wealth Advisor / Financial Planner (Top-Ranked Training)

Bilingual Financial consultant / Management Fast Track Program

Wealth Management Associate

I want to receive the latest job alert for wealth manager in garden city ny

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