Latest Strategy Advisor jobs in Brooklyn, NY - JobisJob United States Mobile

70 Strategy Advisor Jobs in Brooklyn, NY

Wealth Management Associate Equitable Advisors - New York, NY, United States ; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors’ strategy begins 14 days ago
Financial Planning Specialist Altfest Personal Wealth Management - New York, NY, United States Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018, 2019, 2020 6 days ago
Estate Planning Attorney Jobot - Brooklyn, NY , trusts, powers of attorney, and health care directives. Advise clients on the implications of estate and gift tax returns and develop strategies to minimize tax liabilities. Represent clients in probate $150,000 - $200,000/Year 2 days ago
Senior Vice President of Tax, Finance J. Katz & Partners, Inc - New York, NY, United States analyses for funds' underlying investments, coordinating with the investment team and outside tax advisors to ensure a comprehensive understanding of tax implications and strategies ● Stay up-to-date 10 days ago
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Sales Director, Agency Demand Lemma - , NY, United States excellent records, document everything, and come prepared to meetings with sales updates. Become a trusted advisor to your prospects and clients, building relationships both up and across their organization 9 days ago
PWM Portfolio Management Associate Morgan Stanley - New York, United States : Regularly meets with clients to discuss investment strategy options and perform market reviews with or on behalf of the Financial Advisor / Private Wealth Advisor Manages clients' estate, trust, retirement between $50,000 and $105,000 per year Yesterday
Vice President of Sales - Revenue Opportunity $300K Sales Xceleration® - , NY, United States Xceleration consistently delivers sustainable sales performance improvement to our clients by creating sales strategy, process, and execution. As a Sales Xceleration Advisor, you will use your sales expertise 10 days ago
Assistant Store Manager - Flagship Soho Isabel Marant - New York, NY, United States , interviewing, onboarding, and retaining top talent. Participate in the recruitment and training of Sales Advisors. Develop and implement a CRM clienteling strategy in alignment with business goals 9 days ago
Senior Vice President, Business Planning and Project Manager BNY Mellon - New York, United States , Pershing, Asset Servicing, and the various investment affiliates of BNY Mellon. BNY Mellon Advisors designs and implements investment strategies that are bespoke to client needs and objectives using a myriad Competitive 3 days ago
Registered Client Service Associate Morgan Stanley - New York, NY, United States of Financial Advisors Prepare financial plans, client reports, and other materials for client meetings Review and take appropriate action on client account alerts Other Partner with Financial Advisor(s 12 days ago

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