Top 269 Wealth management advisor Jobs in New York State

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —New York, NY
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
13d
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
Private Wealth Advisor / Financial Planner (Top-Ranked Training)
Northwestern Mutual —New York, NY
- $78,000 - $168,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Disability insurance
- 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
13d
Private Wealth Advisor/Financial Planning - NYC
Northwestern Mutual —New York, NY
- $95,000 - $168,000 a year
- Full-time
- Hybrid work
- Sales
- No background check
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Wealth Advisor
Aprio —New York, NY
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
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
13d
Private Wealth Management Portfolio Management Associate
Morgan Stanley —New York, NY
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
7d
Wealth Management Advisor
TIAA —New York, NY
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development experience
- Continuous improvement
- Tuition reimbursement
- Retirement plan
14d
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development experience
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 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 (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Associate Private Wealth Advisor
Northwestern Mutual —Watertown, NY
- $55,000 - $70,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Analysis skills
- Profit sharing
- Disability insurance
Quick Apply
9d
Financial Advisor - Top rated training and mentor program
Northwestern Mutual —New York, NY
- $90,000 - $200,000 a year
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Entry Level - Financial Advisor
Equitable Advisors, LLC —New York, NY
- $36,400 - $125,000 a year
- Full-time
- Management
- Sales
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Client Relationship Manager - Wealth Management
Robert Half —Rye, NY
- $110,000 - $135,000 a year
- Email
- Mid-level
- Finance
- Bachelor's degree
- Disability 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
7d
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
7d

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wealth management advisor jobs near new york state

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
New York, NY

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Job Details

$168,000 - $228,000 a year
13 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Tax planning
Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Experience practicing in the securities industry

Full Job Description

New York, NY

Requisition ID 2026-123309 Category Financial Planning Position type Regular Pay range USD $168,000.00 - $228,000.00 / Year Application deadline 2026-07-10

Your opportunity

At Schwab, you’re empowered to make an impact on your career.Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As aSr. Manager, Wealth Advisor,you’llmanage ongoing client relationships, deliver holistic financial planning, andprovidetailored investment guidance aligned to Schwab’s approach to investing.You’llcollaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Client Experience:Demonstratedability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management:Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning:Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to clientobjectives, risk profile, and long-term outcomes.
Coachability:Demonstratesa senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness:Exercises sound judgment and risk awareness—recognizing when situations exceed scope or requireadditionalexpertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
May be obtained within the first120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

wealth management advisor jobs in new york state

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

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

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

Wealth Advisor, Schwab Wealth Advisory

Private Wealth Advisor/Financial Planning - NYC

Wealth Advisor

Associate Wealth Advisor, Schwab Wealth Advisory

Private Wealth Management Portfolio Management Associate

Wealth Management Advisor

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Financial Advisor

Wealth Management Advisor

Financial Advisor (Licensing & Training Provided)

Financial Sales Associate

Associate Private Wealth Advisor

Financial Advisor - Top rated training and mentor program

Entry Level - Financial Advisor

Client Relationship Manager - Wealth Management

Wealth Management Associate

Wealth Management Associate

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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