Top 1312 Client advisor Jobs in Syosset, 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
12d
Tax Manager
Esposito, Fuchs, Taormina & Company —Central Islip, NY
- $125,000 - $150,000 a year
- Full-time
- CPA
- Research
- Office
- Health savings account
- Disability insurance
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Financial Sales Representative
New York Life —Melville, NY
- $60,000 - $150,000 a year
- Full-time
- Background check
- In-person
- Entry level
- Health savings account
- Health insurance
Quick Apply
14d
Best Auto Technicians look here!!
Nico's Way Automotive —Bohemia, NY
- $85,000 - $150,000 a year
- Full-time
- 5 years
- Mid-level
- Driver's License
- Paid training
- Continuing education credits
Quick Apply
Senior Bankruptcy Litigator - Debtor Representation
Talnt —White Plains, NY
- $190,000 - $260,000 a year
- Full-time
- Senior level
Quick Apply
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development
Quick Apply
Tax Associate – In-Store
Intuit —Melville, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Tax Professional – Retail
Intuit —Melville, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Tax Preparer – In-Store
Intuit —Melville, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Tax Support Associate – Retail
Intuit —Hicksville, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Tax Support Associate – Retail
Intuit —Huntington, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Tax Professional - TurboTax Store
Intuit —Melville, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Financial Professional
New York Life —White Plains, NY
- $65,000.00 - $122,572.89 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
Quick Apply
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
1d
Tax Professional – Retail
Intuit —Hicksville, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Tax Associate – TurboTax Store
Intuit —Hicksville, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Tax Professional - TurboTax Store
Intuit —Hicksville, NY
- $32.50 - $36.00 an hour
- Part-time
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
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
Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Melville, NY
- $85,000 - $120,000 a year
- Full-time
- Sales
- Office
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Tax Manager
Palmetto, Mollo, Molinaro & Passarello, LLP —Melville, NY
- $125,000 - $175,000 a year
- Full-time
- CPA
- 5 years
- Research
- Disability insurance
- Health insurance
Quick Apply

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client advisor jobs near syosset, ny

Chief Investment Officer

Confidential
Melville, NY

Quick Apply

Job Details

Full-time
$250,000 - $350,000 a year
12 days ago

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

client advisor jobs in syosset, ny

Chief Investment Officer

Tax Manager

Financial Sales Representative

Best Auto Technicians look here!!

Senior Bankruptcy Litigator - Debtor Representation

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Tax Associate – In-Store

Tax Professional – Retail

Tax Preparer – In-Store

Tax Support Associate – Retail

Tax Support Associate – Retail

Tax Professional - TurboTax Store

Financial Professional

Wealth Management: Client Service Associate

Tax Professional – Retail

Tax Associate – TurboTax Store

Tax Professional - TurboTax Store

Wealth Management Advisor

Financial Services Professional

Tax Manager

I want to receive the latest job alert for client advisor in syosset, ny

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