Trusted Advisor Jobs in New York City, NY

164,470 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.

J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown West)

Company: JPMorgan Chase

Location: New York, NY

Posted Jan 21, 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 rather than portfolio management. The ideal candidate should have at least 2 years of Financial Advisor experience, demonstrated success in client acquisition, and a valid Series 7 and Series 66 (63/65) license. Preferred qualifications include CFP® certification and a Bachelor's degree. The company offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. J.P. Morgan Chase values diversity and inclusion, and is an equal opportunity employer.

Financial Solutions Advisor Registration Candidate - Consumer Investments - 150 Broadway Financial Center

Company: Bank of America

Location: New York, NY

Posted Jan 21, 2025

Bank of America is a company that aims to make financial lives better through connections. They offer a great place to work, opportunities for career growth, and a commitment to diversity and inclusion. The Financial Solutions Advisor Stage I role involves providing comprehensive advice and customized solutions to clients, conducting client reviews, and engaging with customers.

Pharmacy Technician

Company: CVS Health

Location: Queens, NY

Posted Jan 21, 2025

CVS Health emphasizes its commitment to human-centric health care, guided by a single purpose: 'Bringing our heart to every moment of your health.' The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. Technicians are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. They must comply with all relevant laws and regulations, and complete necessary training and certification requirements.

Pharmacy Technician

Company: CVS Health

Location: New Rochelle, NY

Posted Jan 21, 2025

Senior Associate of Founder Scouting

Company: Redesign Health

Location: New York, NY

Posted Jan 21, 2025

Redesign Health, a company that transforms ideas into outcomes, is seeking a Senior Associate of Founder Scouting in India. With over 70 healthcare companies built, they aim to create, launch, and scale cutting-edge healthcare technology companies. The role involves scouting founders, leading outreach efforts, and collaborating with team members to develop new scouting approaches. The ideal candidate should have a Bachelor's degree, 8+ years of experience in high-growth environments, excellent organizational and communication skills, and proficiency in English.

Financial Solutions Advisor - Consumer Investments - Quail Springs

Company: Bank of America

Location: Oklahoma City, OK

Posted Jan 21, 2025

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, making referrals, meeting with clients to review financial goals, building a financial plan, and recommending brokerage products. The ideal candidate should have Series 7 & 66 licenses, at least one year of experience in the investments industry, and strong relationship-building skills. The position offers opportunities for career growth and making a difference.

Client Service Associate**

Company: Morgan Stanley

Location: Oneonta, NY

Posted Jan 21, 2025

The role of Client Service Associate at Morgan Stanley involves providing exceptional service to clients and supporting Financial Advisors (FAs) or Private Wealth Advisors (PWAs). Duties include client relationship management, executing transactions, answering account-related queries, educating clients on digital tools, and administrative support. The ideal candidate should have strong interpersonal skills, be detail-oriented, and possess advanced Microsoft Office skills. A high school diploma is required, with a college degree preferred and industry experience as a plus. The role offers a base pay range of $33,280 to $85,000 per year, with potential for additional compensation. Morgan Stanley is committed to diversifying its workforce and providing equal employment opportunities.

Pharmacy Technician

Company: CVS Health

Location: League City, TX

Posted Jan 21, 2025

CVS Health emphasizes its commitment to human-centric health care, guided by the purpose of 'Bringing our heart to every moment of your health'. The company aims to deliver enhanced, personalized, convenient, and affordable health care solutions. Pharmacy Technicians play a crucial role in this mission, supporting pharmacy teams to ensure smooth operations, accurate prescription fulfillment, and exceptional patient service. Technicians are expected to demonstrate empathy, genuine care, and a growth mindset, contributing to a safe, inclusive, and engaging team dynamic. They must comply with all relevant laws and regulations, and complete necessary training and certification requirements.

Audience Growth Analyst

Company: Sotheby's

Location: New York, NY

Posted Jan 21, 2025

Sotheby's, a renowned art and luxury brand established in 1744, is seeking a Junior SEO Audience Growth Associate. The role involves optimizing SEO strategies, creating SEO-focused content, and analyzing performance data to attract and engage qualified buyers and sellers in luxury categories. Responsibilities include keyword tracking, maintaining SEO performance dashboards, implementing SEO strategies, collaborating with content marketing teams, and staying updated on SEO trends. The ideal candidate should have 1-2 years of experience in copywriting or SEO, a passion for the luxury industry, data-driven skills, strong communication, and organizational abilities. A Bachelor's degree in Marketing, Communications, Business, or a related field is preferred, along with experience with SEO tools and AI-driven content tools.

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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