Expert Investment Advisor

3 days ago


Stamford, Connecticut, United States New York Life Full time
About the RoleWe're looking for a talented Investment Advisor to join our team at New York Life. In this role, you'll work closely with clients to understand their financial objectives and provide expert advice on achieving those goals. With your expertise in financial planning, you'll help clients navigate the complex world of investments and make informed decisions about their financial futures.

Key Responsibilities
  • Develop and implement customized investment plans for clients based on their unique financial situations.
  • Conduct thorough analysis of clients' assets, liabilities, and financial goals to create effective investment strategies.
  • Communicate complex financial information to clients in a clear and concise manner, ensuring they feel confident and informed.
  • Build and maintain strong relationships with clients through exceptional customer service and proactive communication.
Requirements
  • Strong background in finance, accounting, or a related field.
  • Extensive knowledge of investment products and services.
  • Superior communication and interpersonal skills.
  • Able to analyze complex financial data and make informed recommendations.
Estimated Salary Range:$140,000 - $200,000 per year, depending on experience and qualifications.
  • Investment Advisor

    6 days ago


    Stamford, Connecticut, United States New York Life Full time

    About the RoleWe are looking for an Experienced Financial Advisor to work closely with clients in New York, providing expert guidance on investment strategies and financial planning.Key Responsibilities:Deliver customized financial solutions to clients, addressing their unique needs and goals.Evaluate clients' financial situations to identify areas for...


  • Stamford, Connecticut, United States AXA Investment Managers Full time

    Our team at AXA Investment Managers is seeking a highly skilled Senior Leverage Loans Investment Analyst to join our Alternative Credit department. This role offers an exciting opportunity for individuals with strong analytical skills, extensive knowledge of the leveraged loan market and ability to work in a fast-paced environment.About the RoleWe are...


  • Stamford, Connecticut, United States Trexquant Investment Full time

    FX Quantitative Expert WantedTrexquant Investment is a leading financial services company that specializes in providing innovative investment solutions. We are currently seeking an experienced FX Quantitative Expert to join our team and contribute to the development of our FX trading strategies.The successful candidate will be responsible for researching,...


  • Stamford, Connecticut, United States Northern Trust Corporation Full time

    About Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Role SummaryThe Associate Product Specialist will play a key role in supporting Northern Trust's...


  • Stamford, Connecticut, United States Northern Trust Corporation Full time

    About Northern TrustNorthern Trust is a leading global financial institution, renowned for its commitment to innovation, expertise, and integrity. With over 130 years of experience, we serve the world's most sophisticated clients through our cutting-edge technology and exceptional service.Job OverviewThe Associate Product Specialist will play a pivotal role...


  • Stamford, Connecticut, United States AIRCASTLE ADVISOR Full time

    AIRCASTLE ADVISOR is looking for an experienced Global Aviation Leasing Analyst to lead the management of our aircraft fleet's technical records and contribute to business growth.Estimated salary: $90,000 - $110,000 per year.**Responsibilities:**Develop and implement effective strategies for managing airframe and engine records across our global...


  • Stamford, Connecticut, United States PartnerRe Full time

    At PartnerRe, we are a leading reinsurer dedicated to rebuilding businesses and communities after risk events worldwide. Our mission is to be a financially stable and predictable business partner, supporting our clients with tailored solutions, delivering superior returns to our owner, providing rewarding opportunities for our people, and making a positive...


  • Stamford, Connecticut, United States AIRCASTLE ADVISOR Full time

    Company OverviewAircastle Advisor is a leading global aircraft leasing company seeking an experienced professional to drive success in our Americas Region portfolio.Estimated Salary: $120,000 - $180,000 per annumJob DescriptionWe are looking for a skilled VP Technical to oversee all technical aspects of our operations, including aircraft transitions, new...


  • Stamford, Connecticut, United States New York Life Full time

    At New York Life, we believe in building a strong financial future for our clients. We are seeking an Expert Financial Strategist to help us deliver personalized investment solutions that meet their long-term goals.Company OverviewNew York Life's mission is to provide financial security and peace of mind through our insurance, annuity, and investment...


  • Stamford, Connecticut, United States AIRCASTLE ADVISOR Full time

    AIRCASTLE ADVISOR is a leading global aircraft leasing company seeking a strategic and results-oriented Chief Technical Operations Director to oversee all technical aspects of our Americas Region portfolio.Based in Stamford, CT office (with a 3-day/week hybrid schedule), this role plays a pivotal part in driving success across aircraft acquisitions, leases,...


  • Stamford, Connecticut, United States iCapital Full time

    OverviewiCapital is a leading financial technology platform that powers the alternative investment marketplace. Our innovative platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.iCapital services approximately $184...


  • Stamford, Connecticut, United States iCapital Full time

    About iCapitalWe are a leading financial technology platform powering the world's alternative investment marketplace. Our innovative solutions have transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.


  • Stamford, Connecticut, United States Trexquant Investment Full time

    About Us:Trexquant Investment is a leading financial technology firm that specializes in quantitative investment strategies. We are dedicated to providing innovative solutions to the investment industry.Job Description:We are seeking an experienced Linux Systems Engineer to join our team. As a key member of our infrastructure team, you will be responsible...


  • Stamford, Connecticut, United States State Street Corporation Full time

    Job SummaryWe are seeking a highly skilled Senior Non-Agency RMBS Investment Strategist to join our team at State Street Global Advisors. As a key member of our Structured Products Credit Research team, you will be responsible for leading credit research and security selection for Non-Agency RMBS investments in our Fixed Income department.


  • Stamford, Connecticut, United States State Street Corporation Full time

    Job Description:We are seeking a skilled Credit Research Analyst to join our team at State Street Global Advisors. As a key member of our Structured Products Credit Research team, you will be responsible for leading credit research and security selection for Non-Agency RMBS investment efforts in our Fixed Income, Cash & Currency (FICC) department.The role...


  • Stamford, Connecticut, United States Trexquant Investment Full time

    Job OverviewTrexquant Investment is a leading systematic fund manager with a strong research-driven approach. Our team of experts applies advanced statistical and machine learning techniques to build investment portfolios and trade client assets in global equity, futures, and credit markets.We are seeking an experienced Market Engagement Specialist to join...


  • Stamford, Connecticut, United States Trexquant Investment Full time

    Unlock Career Opportunities in Quantitative FinanceTrexquant Investment is a pioneering systematic fund manager with a strong team of accomplished technologists. Our expertise lies in applying diverse statistical and machine learning techniques to build investment portfolios and trade client assets globally in equity and futures markets.About Us:We are a...


  • Stamford, Connecticut, United States State Street Corporation Full time

    Job Description: We are seeking a highly skilled Senior Structured Products Analyst to join our team at State Street Global Advisors. As a key member of our Fixed Income, Cash & Currency (FICC) department, you will be responsible for leading credit research and security selection for Non-Agency RMBS investments.About the Role:Lead credit research and...


  • Stamford, Connecticut, United States Subaru Stamford Full time

    Unlock Your Potential as a Subaru Service Advisor!At Subaru Stamford, we're seeking a skilled Service Advisor to join our dynamic team. As a key member of our service department, you'll play a crucial role in delivering exceptional customer experiences and driving business success.Key Responsibilities:Meet with customers to determine their vehicle needs and...


  • Stamford, Connecticut, United States Jobot Full time

    About the RoleWe are seeking a skilled Charitable Planning Attorney to join our esteemed team. As a Permanent Charitable Planning Attorney, you will provide expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.Key Responsibilities:Providing expert legal...