Trusted Advisor Jobs in New York City, NY

164,313 open positions · Updated daily

Looking for Trusted Advisor jobs in New York City, NY? Browse our curated listings with transparent salary information to find the perfect Trusted Advisor position in the New York City, NY area.

Senior Home Lending Advisor - Bronx, NY - Riverdale Branch

Company: JPMorgan Chase

Location: The Bronx, NY

Posted Jan 22, 2025

Chase Home Lending is seeking a Senior Home Lending Advisor with at least three years of mortgage lending and proven sales experience in retail banking. The role involves coaching and mentoring the branch team, partnering with the team to create an outstanding customer experience, and building strong partnerships with assigned retail branches. The ideal candidate should have excellent communication skills, knowledge of FHA, VA, FNMA, and FHLMC guidelines, and be able to function well within formal and dotted-line reporting relationships. The position is subject to Dodd Frank/Truth in Lending Act qualification requirements and requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.

Territory Sales Representative

Company: MAXtech Agency

Location: Salt Lake City, UT

Posted Jan 22, 2025

Maxxon Corporation, a leading underlayment company since 1972, is seeking a Commercial Sales Representative for the InterMountain Territory. The role involves generating revenue, managing relationships with applicators, contractors, and distributors, and promoting Maxxon products. The ideal candidate should have 5+ years in building product sales management, excellent customer service skills, and the ability to work independently and within a team. Maxxon offers competitive compensation, benefits, and a supportive work environment.

Principal Value Engineer - CPG

Company: Celonis

Location: New York, NY

Posted Jan 22, 2025

Sleep Expert - Sales

Company:

Location: Long Island, NY

Posted Jan 22, 2025

Mattress Firm is offering a job opportunity as a Sleep Expert with extensive customer-centric retail sales training. The role involves helping customers build the perfect sleep sanctuary, with excellent career growth opportunities, comprehensive benefits, and a supportive work environment. The company emphasizes diversity and inclusion, and is committed to helping people sleep well to live well.

Senior Software Developer / Engineer - AEM

Company: Thomson Reuters

Location: Mexico City, Mexico

Posted Jan 22, 2025

The job posting is for a Senior Software Developer/Engineer - AEM position. The role involves designing and developing software applications on Adobe Experience Cloud platform and other backend systems like Dell Boomi, Salesforce, Service Cloud, etc. The ideal candidate should have strong experience in developing applications using Adobe Experience Manager (AEM) and expertise in designing user interfaces, managing content workflows, implementing web services, integrating with back-end systems, configuring AEM Assets, and troubleshooting issues. The role also includes collaborating with cross-functional teams, participating in agile ceremonies, staying updated with tech trends, and contributing to process improvements. The company offers a flexible hybrid work model, comprehensive benefits, and opportunities for professional growth.

J.P. Morgan Wealth Management - Private Client Advisor - Midtown Manhattan - New York, NY (390 Madison Ave - Flagship Branch)

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 22, 2025

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management. The role involves offering comprehensive financial planning and advice to individuals and families, with a focus on relationship management and client acquisition. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client relationships, and a valid Series 7 and Series 66 (63/65) license. Preferred qualifications include CFP® certification and a Bachelor's degree. The role offers a competitive total rewards package, including commission-based pay, discretionary incentive compensation, and a range of benefits. J.P. Morgan Chase values diversity and inclusion, and is an equal opportunity employer.

Pediatric Testing Neuropsychologist (PhD, PsyD) - Tomkins Cove, NY

Company:

Location: Peekskill, NY

Posted Jan 22, 2025

LifeStance Health, a rapidly growing behavioral health practice, is seeking a Pediatric Neuropsychologist in Port Chester, NY. The role involves providing comprehensive mental healthcare services, including testing, assessment, and treatment planning for children and adolescents. The successful candidate will be part of a collaborative team, offering flexible schedules, competitive compensation, and a full benefits package. LifeStance Health is committed to clinical excellence and fostering a supportive work environment.

Business Banking Relationship Manager/Senior Relationship Manager - New Haven or Hartford, CT

Company: Bank of America

Location: New Haven, CT

Posted Jan 22, 2025

Bank of America is seeking a Senior Relationship Manager or Relationship Manager with 5+ years of experience in commercial lending, business development, and portfolio management. The role involves managing a portfolio of complex clients with annual revenues of $5-50 million, acquiring and maintaining profitable relationships, and providing financial solutions. Key responsibilities include understanding financial statements, collaborating with various bank departments, and coaching peers. The position offers a competitive salary range of $120,000 - $185,000 annually, discretionary incentive eligibility, and comprehensive benefits.

Case Manager PRN

Company:

Location: Panama City, FL

Posted Jan 22, 2025

Encompass Health Rehabilitation Hospital of Panama City is offering a Case Manager position with PRN Day Shift. The role involves managing resources, coordinating patient care, and overseeing interdisciplinary plan-of-care decisions. Encompass Health is recognized for its clinical expertise and community contributions, offering a supportive environment with comprehensive benefits. The ideal candidate should have a license or certification relevant to their discipline, with CCM® or ACM certification required or in progress. Minimum qualifications include an Associate Degree in Nursing for Nursing roles, or a bachelor's degree for other healthcare professionals, with 2 years of rehabilitation experience preferred.

Frequently Asked Questions

What are the typical salary ranges for Trusted Advisor positions by seniority?
Entry‑level Analysts earn $90,000–$110,000, mid‑level Consultants $120,000–$150,000, and Senior Directors or VP‑level Advisors $160,000–$200,000, with additional equity or bonus components in larger firms.
Which skills and certifications are essential for a Trusted Advisor?
Core skills include risk‑assessment modeling, policy design, stakeholder engagement, and data‑governance strategy. Certifications such as CISSP, CISA, ISO 27001 Lead Implementer, PMP, or CFP add credibility and unlock higher‑pay roles.
Is remote work available for Trusted Advisor roles?
Yes—most listings allow up to 3 remote days per week, and several firms offer fully remote positions, especially for digital‑transformation or ESG advisory roles that rely on cloud tools.
What career progression paths exist for Trusted Advisors?
Typical routes move from Analyst → Consultant → Manager → Director → VP/Chief Advisory Officer, with each step adding responsibility for larger client portfolios, cross‑functional teams, and strategic decision‑making.
What industry trends are shaping the Trusted Advisor landscape?
Key trends include AI‑driven risk analytics, real‑time regulatory tech, ESG reporting mandates, and the shift to cloud‑native risk frameworks—all driving demand for advisors who can translate data into actionable compliance and strategy.

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