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.

Branch Office Administrator- Saratoga Springs NY

Company: Edward Jones

Location: Saratoga Springs, NY

Posted Oct 14, 2024

Edward Jones is seeking a Branch Office Administrator (BOA) for a full-time position in Saratoga Springs, NY. The role involves working closely with Financial Advisors to help clients achieve their long-term financial goals. The BOA will be the first point of contact for clients, responsible for delivering exceptional personalized service, actively listening for additional service needs, and driving marketing activities. The company offers comprehensive training, a wide support network, and a culture of continuous improvement and professional development. Benefits include a competitive compensation package, paid time off, and a rewards program promoting long-term career growth and financial security.

Director, Data Engineering - Messenger

Company: Meta

Location: New York, NY

Posted Oct 14, 2024

Meta is seeking an experienced Data Engineering Director to lead the Messenger DE organization. The role involves driving the data and analytics foundation for messaging experiences across Facebook, Instagram, and the Messenger App. Key responsibilities include enabling end-to-end encryption, designing privacy-preserving measurement techniques, and managing trusted data artifacts for decision-making. The ideal candidate will have 12+ years of experience in analytics, BI, or data warehousing, and a proven track record of scaling and managing high-performing teams. The role offers a competitive salary, bonus, equity, and benefits package.

Paid Media Data Specialist

Company: IBM

Location: US New York

Posted Oct 14, 2024

The job posting is for a Paid Media Data Specialist role, requiring experience with Datorama, paid media, and data analysis. The role involves data ingestion, transformation, and visualization, as well as collaboration with teams and stakeholders.

Financial Advisor

Company: Empower

Location: Buffalo, NY

Posted Oct 14, 2024

The text describes a job opportunity for a Financial Consultant (Retirement Consultant) at Empower Personal Wealth. The role involves providing guidance on retirement savings options, such as 401K and IRA products, to customers at key life moments. The company offers a competitive compensation package, including a base salary and incentive compensation tied to sales goals. The position is remote and offers a range of benefits, including medical, dental, vision, and life insurance, retirement savings with company matching, tuition reimbursement, and generous paid time off. The ideal candidate should have a Bachelor's degree, at least one year of sales experience, and current FINRA licenses or the ability to obtain them. Previous experience with inbound sales, proficiency with Microsoft Suite, and understanding of retirement investment products are plusses. The company values diversity and offers equal opportunity employment.

Executive Director, Global Public Policy and Multilateral Engagement

Company: Merck

Location: Mexico City, Mexico

Posted Oct 14, 2024

The Executive Director for Animal Health Global Public Policy and Multilateral Engagement will report to the Associate Vice President, Global Public Policy & Government Relations for Animal Health. The role involves building and maintaining strong relationships with multilateral and international organizations and industry partners to advance business objectives for both biopharma and technology portfolios. The Executive Director will have a global network of national veterinary officials, experience in trade policy, and adaptability to engage on both biopharma and technology related issues. This role requires strategic thinking and leveraging global and multilateral rules and forums to work with policy and business counterparts to advance country and regional business priorities. The role involves generating and sustaining relationships with key officials in multilateral organizations, representing the company on global international standard setting bodies, developing and executing a cohesive multilateral strategy, securing thought leadership roles, serving as the global public policy lead for business objectives with global or enterprise-wide impact, cooperating with global and regional sales teams, and providing regular communication and analysis to senior leaders and cross-functional teams on key policies under consideration in multilateral forums.

Principal Reverse Engineer

Company: Collins Aerospace

Location: West Valley City, UT

Posted Oct 14, 2024

Applied Signal Technology (AST) is seeking a Reverse Engineer with a passion for excellence and a desire to contribute to national security. The role involves vulnerability analysis of embedded hardware and networks, working closely with customers and senior management, and potentially leading Research and Development projects. The ideal candidate should have at least 8 years of practical experience in cyber network operations, reverse engineering tools, and embedded architectures. A U.S. government issued Top Secret/SCI (TS/SCI) clearance and U.S. citizenship are required. AST offers competitive compensation, benefits, and opportunities for career development.

Financial Advisor

Company: Empower

Location: Kansas City, MO

Posted Oct 14, 2024

The text describes a job opportunity for a Financial Consultant (Retirement Consultant) at Empower Personal Wealth. The role involves providing guidance on retirement savings options, such as 401K and IRA products, to customers at key life moments. The company offers a competitive compensation package, including a base salary and incentive compensation tied to sales goals. The position is remote and offers a range of benefits, including medical, dental, vision, and life insurance, retirement savings with company matching, tuition reimbursement, and generous paid time off. The ideal candidate should have a Bachelor's degree, at least one year of sales experience, and current FINRA licenses or the ability to obtain them. Previous experience with inbound sales, proficiency with Microsoft Suite, and understanding of retirement investment products are plusses. The company values diversity and offers equal opportunity employment.

Software Engineer III - FullStack Engineer - Java

Company: JPMorgan Chase

Location: New York, NY

Posted Oct 14, 2024

JPMorgan Chase is offering an exciting opportunity for a Full Stack Java Software Engineer III to join their Employee Experience Technology Team. The role involves designing and delivering trusted technology products, executing software solutions, and contributing to software engineering communities. Required qualifications include formal training in software engineering, proficiency in Full Stack Java, Object Oriented Programming, RESTful APIs, and agile methodologies. Preferred skills include proficiency in WEB- HTML, CSS, and exposure to cloud technologies. The company offers competitive total rewards, comprehensive benefits, and a diverse and inclusive work environment.

Insurance Sales Agent - Traverse City, MI

Company: The Auto Club Group

Location: Traverse City, MI

Posted Oct 14, 2024

The Auto Club Group is currently hiring for a full-time Field Insurance Sales Agent position. This role involves generating new sales, retaining existing members, and growing the company's overall book of business. The company offers a strong brand reputation, comprehensive benefits, and opportunities for career advancement. Required qualifications include current insurance licenses, a valid driver's license, and at least 1 year of sales or customer service experience. The role involves outside sales, market-based interactions, and in-person service at ACG branch facilities. The company values diversity and inclusivity, and offers competitive compensation and benefits.

Client Performance Analyst 3

Company: Wells Fargo

Location: New York, NY

Posted Oct 14, 2024

Wells Fargo is hiring for a Client Performance Analyst 3 position in Wealth and Investment Management. The role involves supporting Financial Advisors, conducting market research, analyzing investment performance, creating pitch book presentations, and verifying portfolio performance results. The ideal candidate should have 5+ years of Performance Analysis experience, FINRA Series 7 and 66 examinations, strong analytical skills, and proficiency in Microsoft Office. The position requires obtaining and maintaining FINRA license(s) and meeting enhanced financial fitness and criminal background standards. The pay range is $100,800.00 - $179,200.00.

Spanish Bilingual Customer Service Representative

Company: CVS Health

Location: Albany, NY

Posted Oct 14, 2024

CVS Health is seeking Spanish bilingual Customer Service Representatives for a permanent work-from-home role in the EST & CST time zones. The position involves answering inquiries from Medicare Advantage members via various channels, requiring compassionate and patient communication. The ideal candidate should have 1-2 years of customer service experience, preferably in health insurance, and be able to navigate multiple systems to resolve complex issues. The company offers competitive pay, comprehensive benefits, and opportunities for professional development.

Business Intelligence Analyst

Company: H&H

Location: New York, NY

Posted Oct 14, 2024

Understanding engineering project management methodologies and tools. Minimum of three to five years of experience in business intelligence, data analysis, or a…

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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