Trusted Advisor Jobs in New York City, NY

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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.

Financial Sales Consultant

Company: Masterworks

Location: New York City, NY

Posted Jan 08, 2025

Masterworks is a fintech platform that enables investment in high-value artworks by renowned artists. The company has grown to manage nearly $800 million in art assets and has over 700,000 individual investors. Masterworks has received significant media coverage and was recognized as one of the top 50 startups in the US. The company is seeking experienced Financial Sales Consultants to educate potential investors about art as an asset class and schedule appointments with Senior Financial Advisors. The role requires 15 years of sales or advisory experience, a finance or business degree, and strong interest in alternative assets, financial markets, and macroeconomics. Benefits include daily catered lunches, free museum admission, health coverage, PTO, 401k, and more. The target earnings for this role are between $80,000 and $90,000, including commission.

Merrill Financial Solutions Advisor - Northern Connecticut Market

Company: Bank of America

Location: New Haven, CT

Posted Jan 12, 2025

Merrill Wealth Management offers a job for a Financial Solutions Advisor (FSA) to work with high-net-worth clients, providing personalized investment advice and building a sustainable book of business. The role involves leveraging technology, understanding clients' financial needs, and partnering with Financial Advisor teams. The FSA will undergo the Advisor Development Program (ADP) to become a successful and independent financial advisor, with opportunities for career growth within Merrill Wealth Management.

Pest Technician I

Company: Rentokil Terminix

Location: Rochester, NY

Posted Jan 12, 2025

The text describes a job opportunity at Rentokil, a global leader in pest control. The role involves conducting inspections, treating pests, and maintaining service vehicles. The company emphasizes customer experience, continuous learning, and professional growth. Benefits start on the first day with no waiting period, including health, dental, vision, disability, and life insurance. The base pay range is $15.58 - $21.83 per hour, with potential for overtime, incentive, and commission pay. Rentokil promotes from within, offers tuition reimbursement, and prioritizes work-life balance.

Financial Advisor-Rye Brook, NY

Company: TD Bank

Location: Purchase, NY

Posted Jan 12, 2025

TD Wealth is offering a Transitional Financial Advisor (TFA) role, a three-year program with a draw, for financial advisors or planners. The role involves providing financial planning guidance and selling investment management solutions to the Mass Affluent (MA) segment. Key responsibilities include understanding client needs, making investment recommendations, managing client relationships, and achieving sales goals. The position requires a 4-year degree, 2+ years of selling investments and financial planning experience, and relevant licenses. TD Bank is committed to providing fair compensation, growth opportunities, and a positive work environment.

Beauty Sales Consultant

Company: CVS Health

Location: New York, NY

Posted Jan 12, 2025

CVS Health is seeking a sales-oriented Beauty Sales Consultant to join their beauty retail division. The role involves providing top-notch client service, being a brand expert, and driving sales through personalized advice and product knowledge. The ideal candidate should be passionate about beauty, have strong interpersonal skills, and be comfortable with multi-tasking. Benefits include exposure to the latest beauty products, competitive pay, and comprehensive benefits package.

Manager, Account Specialist

Company: Thomson Reuters

Location: Mexico City, Mexico

Posted Jan 12, 2025

Thomson Reuters is seeking a Manager, Account Specialist to lead a team responsible for customer retention, growth, and support. The role involves talent development, performance management, and driving the team to meet goals. The successful candidate will have a Bachelor's degree, fluency in English, and at least 5 years of team management experience. Key skills include conflict resolution, problem-solving, and driving retention and upsell strategies. The company offers a hybrid work model, comprehensive benefits, and a culture committed to personal and professional growth. Thomson Reuters is dedicated to equality, diversity, and inclusion.

Implementation Specialist

Company: PrimeRx.io

Location: New York City, NY

Posted Jan 09, 2025

Micro Merchant Systems is hiring a Pharmacy Support Installation and Implementation Lead to provide technical training and support for their growing customer base of pharmacies. The role involves providing technical support for hardware and network related issues, training offerings for PrimeRx Pharmacy Management System customers, and engaging with clients via various communication mechanisms. The company is committed to innovation, reliability, and customer service, with a mission to provide innovative pharmacy management solutions and a vision to lead the industry with innovative solutions. The ideal candidate should have pharmacy technician experience, some experience supporting IT systems, and 3-5 years of experience in hardware installation and troubleshooting in a Call Center environment. The role requires good interpersonal skills, self-motivation, and the ability to work within tight deadlines. Benefits include medical, dental, vision insurance, 401k match, and more.

Executive Assistant

Company: Memfault

Location: New York City, NY

Posted Jan 08, 2025

Memfault is hiring an Executive Assistant with 3+ years of experience, strong organizational skills, and exceptional problem-solving abilities. The role involves providing administrative support to the CEO, CTO, and senior leaders, managing calendars, driving projects, and coordinating events. The ideal candidate thrives in a fast-paced environment, demonstrates a proactive approach, and can handle sensitive information confidentially. Memfault, an IoT reliability platform, is committed to diversity and inclusion, offering competitive benefits and equity packages. The company recently closed a $24M Series B funding round.

Business Intelligence Sales Specialist III, Google Cloud (Spanish, English)

Company: Google

Location: Mexico City, Mexico

Posted Jan 12, 2025

The job posting is for a Business Intelligence (BI) Sales Specialist role at Google Cloud. The role involves building and expanding relationships with customers, delivering business value, demonstrating product functionality, and providing comprehensive overviews of key business use cases. The ideal candidate should have extensive experience in sales, particularly in the enterprise software or cloud space, and a strong understanding of Cloud, BI, and Data and Analytics technologies. They should be fluent in Spanish and English, and have experience in carrying and exceeding business goals, supporting long-term executive relationships, and working with internal/external teams to close agreements.

Commercial Sales Professional

Company: Rentokil Terminix

Location: New Brunswick, NJ

Posted Jan 12, 2025

Terminix Nation offers a full-time position with benefits starting on day 1, including medical, dental, vision, 401(k) with company match, and opportunities for career growth. The role involves being a commercial sales professional, inspecting and identifying pest infestations, and providing solutions to clients. The job requires strong customer service, communication, and critical thinking skills, with physical demands including lifting up to 20 lbs and operating in various environments.

Sales Engineer

Company: DailyPay

Location: New York City, NY

Posted Jan 08, 2025

DailyPay Inc, a leading on-demand pay solution, is seeking a Sales Engineer to join their Revenue team. The role involves partnering with Account Executives to showcase the company's platform to enterprise clients, translating complex technical solutions into clear business value, and leading product demonstrations. The ideal candidate should have 3+ years of SaaS Sales Engineering experience, strong technical acumen, excellent presentation skills, and experience managing complex RFP processes. DailyPay offers competitive compensation, comprehensive benefits, and a commitment to fostering an inclusive culture.

Account Manager, Client Services

Company: Optimum Media

Location: New York City, NY

Posted Jan 08, 2025

Optimum Media is introducing a new multiscreen advertising sales and media consultancy business, Optimum Media, serving small to medium businesses and national political media, entertainment, and agency clients across the United States. The Account Manager role is a key position within Customer Success, focusing on providing excellent customer experience, fostering positive relationships with clients, and ensuring their expectations are exceeded. The ideal candidate should have extensive experience in client relationship management, digital and linear media, and a data-driven mindset. The role involves driving successful campaigns, maintaining knowledge of the evolving media landscape, and partnering with internal teams for smooth media buying experiences.

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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