Top 2913 Member advisor Jobs in New York, 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
Middle School English Teacher
Atmosphere Academy Public Charter Schools —Bronx, NY
- $62,000 - $153,000 a year
- Full-time
- Background check
- School experience
- Classroom
Quick Apply
Chief Operating Officer (COO) - Insurance Industry
Confidential —New York, NY
- From $175,000 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
- Relocation assistance
Quick Apply
8d
Regional Head of Corporate Strategy and Solutions, Americas
Macquarie Group Limited —New York, NY
- $275,000 - $375,000 a year
- Full-time
- Senior level
- Leadership
- Commercial
- Paid parental leave
- Health savings account
Entry Level - Wealth Management
Equitable Advisors —Manhattan, NY
- $34,500 - $125,000 a year
- Full-time
- Office
- US work authorization
- Financial services
- Employee stock purchase plan
- Disability insurance
Quick Apply
8d
PreAuthorization RN
MJHS —New York, NY
- $90,000 - $110,000 a year
- Full-time
- Remote
- Microsoft Word
- Nursing
- RN License
- Health insurance
- Dental insurance
11d
Program Management Advisor
Macy’s —New York, NY
- $129,840 - $216,120 a year
- Bachelor's degree
- Conflict management
- Organizational skills
- Store discount
- Paid holidays
Policy Analyst
OFFICE OF THE MAYOR —Manhattan, NY
- $110,000 - $120,000 a year
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- Loan forgiveness
12d
Student Success Specialist
New York University —New York, NY
- $70,000 - $84,700 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Master's degree
13d
Private Jet Advisor - Upper East Side, Tribeca & the Hamptons, NY
silver Air —New York, NY
- $300,000 - $1,200,000 a year
- Full-time
- Remote
- Senior level
- Communication skills
- Health insurance
- Cell phone reimbursement
Academic Advisor, Preprofessional Advising - CAS
New York University —New York, NY
- $70,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Master's degree
Associate
AllianceBernstein —New York, NY
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Staff Attorney
ADMIN TRIALS AND HEARINGS —New York, NY
- $92,525 - $106,404 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Loan forgiveness
Case Manager
Columbia University —New York, NY
- $80,000 - $88,000 a year
- Full-time
- Experience working with individuals with disabilities
- Computer literacy
- Mid-level
Advisor - VIVOHealth
Northwell Health —New Hyde Park, NY
- $121,200 - $212,100 a year
- Full-time
- Research
- Bachelor's degree
- Recruiting
Corporate Ethics & Compliance Investigator
Centene —New York, NY
- $107,700 - $199,300 a year
- Full-time
- Remote
- 7 years
- Management
- HIPAA
- Paid holidays
- Health insurance
Entry Level Full Time 2026 | Finance and Accounting Consultant
CITRIN COOPERMAN ADVISORS LLC —Manhattan, NY
- $59,000 - $72,000 a year
- Full-time
- Bachelor's degree
- Accounting
- Entry level
13d
Sustainability advisor
Watershed Technology —New York, NY
- $157,500 - $205,000 a year
- Full-time
- Hybrid work
- Office
- Senior level
- 4 years
Asset & Wealth Management - New York - Associate, External Product Specialists - 10243378
Goldman Sachs —New York, NY
- $113,000 - $187,000 a year
- Mid-level
- Office
- Master's degree
- Disability insurance
- Health insurance
Compensation Advisor
Macy’s —New York, NY
- $94,200 - $156,960 a year
- Full-time
- Microsoft Access
- 5 years
- Finance
- Store discount
- Paid holidays
4d

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member advisor jobs near new york, 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

member advisor jobs in new york, ny

Investment Analyst - Family Office

Middle School English Teacher

Chief Operating Officer (COO) - Insurance Industry

Regional Head of Corporate Strategy and Solutions, Americas

Entry Level - Wealth Management

PreAuthorization RN

Program Management Advisor

Policy Analyst

Student Success Specialist

Private Jet Advisor - Upper East Side, Tribeca & the Hamptons, NY

Academic Advisor, Preprofessional Advising - CAS

Associate

Staff Attorney

Case Manager

Advisor - VIVOHealth

Corporate Ethics & Compliance Investigator

Entry Level Full Time 2026 | Finance and Accounting Consultant

Sustainability advisor

Asset & Wealth Management - New York - Associate, External Product Specialists - 10243378

Compensation Advisor

I want to receive the latest job alert for member advisor in new york, ny

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