122 advisor jobs found in New York

The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and solve complex issues.  This role will have strong internal connections and interactions with: Lead Relationship Managers (LRMs), HWC business sellers, and IGS Regional and Solution Leaders. The Role Sales (55%)​ Annual sales goals: USD 4.0M annually (new business)​ Build a pipeline for integrated and/or global solutions, including supporting IGS solution and geography leaders in overall go-to-market strategy​ Generate new business and revenue for all HWC lines, with an emphasis on selling integrated solutions (solutions that require combining the capabilities of two or more of our HWC businesses) – both single country and multi...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Reporting to Deputy Director of Tax, Head of Global Tax Advisory, the role provides technical tax advice and supervision for all U.S. and foreign International tax aspects of transactions, initiatives, and business transactions.  This role supports the business, corporate and regulatory legal counsel, Investments and Treasury and other areas within Tax. As a leader and senior member in the AIG tax legal group this role is expected to effectively function with minimal oversight and act with initiative in identifying needs, risks and opportunities that bring value to AIG and is responsible for developing close links to the business served and develop client relationships in becoming a trusted advisor to other senior AIG personnel.  General Tax Planning -  Supervise, research, analyze, review, and potentially implement solutions to initiatives in a manner that optimizes direct and indirect taxes, largely in the context of insurance companies.  Analysis includes extensive work...

Position Title Investment Advisory Associate   Location New York, NY 10018   Job Summary The Investment Advisory Associate works along with the Investment Group Director servicing the needs of brokerage clients. Assists with client on boarding and customer service. Enters trades on clients behalf.   Job Responsibilities: JOB RESPONSIBILITIES Support the Investment Group Director with broker-dealer, registered investment advisor and insurance business. Complete sales and required route documents for processing/updating accounts, takes appropriate action when a debit occurs, track transfer of client assets. Assure activity/account processing is in compliance with pertinent laws and regulations. Ensures federal, state, insurance licenses are monitored/up to date. Follow up on routine client correspondence and phone inquiries. Maintains accurate and current customer records and branch files such as marketing, correspondence, etc. Review all documentation in light...

Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders and clients and to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify their practices, clients, and income streams. The Jr. Advisory Specialist is an integral part of Park Avenue Securities. Reporting to the Head of Wealth Specialists, who in turn reports to the Head of Business Development, you will provide individual FRs Advisory Product solutions to specific client situations leveraging their understanding of the available On Platform products or TAMP solutions that are available via Park Avenue Securities. You are Self-motivated and can adapt to a fast moving and dynamic environment with the ability to communicate effectively. Able to handle several responsibilities, multiple phone calls...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a fully remote Financial Planner role that will support our Retirement Solutions team and our plans on the East Coast. The ideal candidate will ideally live near a major metropolitan airport anywhere along the East Coast ranging from the Northeast down into the Southeast. Some travel will be required. This role does require the candidate to have their Certified Financial Planner (CFP) designation, and they must also possess their FINRA 6, 63, 65 (or 7/66) & life insurance...

Company Details   Berkley Asset Protection was established in 2008 to deliver the industry’s most complete and high quality portfolio of specialized insurance products and services to protect fine art, jewelry and other high-value personal and commercial assets. We support the market through close partnerships with an established distribution network of retail and wholesale insurance professionals. Our brokers and agents cater to a global base of clients in a variety of environments, including private and corporate art collections, museums, galleries, and exhibition, jewelry wholesalers, retailers, and manufacturers, along with those who work with collectibles, currencies, securities, and other high-value assets. Our claims and loss control operation is the undisputed gold standard for the entire fine art and jewelry insurance industry.   The company is an equal opportunity employer.  #LI-AV1 #LI-HYBRID Responsibilities...

Company Details   Berkley One is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the W.R. Berkley brand.   Why Join Us? At Berkley One, you’ll be part of a forward-thinking team that’s reimagining personal insurance. We’re building solutions that are as sophisticated and agile as the clients we serve—individuals and families who value innovation, simplicity, and exceptional service. You’ll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry.   What We Value A client-first mindset with a passion for delivering exceptional experiences Curiosity, creativity, and a drive to challenge the...

Job Description Role Summary Guardian Life is seeking a Senior AI Transformation Lead to drive execution of high-impact AI initiatives across the Financial Protection, Retirement Solutions (FPRS) and Client Wealth Management (CSWM) businesses. This individual will own end-to-end delivery of AI-enabled products focused on our highest-value processes—such as underwriting, claims and servicing, advisor productivity, and operations automation—to accelerate growth, improve efficiency, and enhance customer experience. Unlike traditional product roles, this position sits at the intersection of business strategy, product management, and AI execution. You will translate enterprise AI strategy into tangible solutions, partnering closely with data science, technology, and business teams to move from opportunity → use case → production deployment at speed.  Success in this role requires operating with urgency, navigating ambiguity, and delivering measurable...

Position Title Senior Credit Products Specialist - Private Bank Securities Based Lending   Location New York, NY 10018   Job Summary The Senior Credit Products Specialist - Private Banking Securities Based Lending is a strategic advisor responsible for structuring, negotiating, and managing private bank consumer and commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.   Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Position Summary: The Senior Vice President (SVP) of Financial Lines is responsible for the strategic leadership, production, and overall performance of the Financial Lines division (including D&O, FI, EPL, etc.). The SVP will drive the development and execution of business strategies, manage key broker relationships, and collaborate closely with senior management to ensure alignment with the company’s growth and profitability goals. The SVP reports...

As a Pharmacy Senior Director, you will contribute to new strategic and innovative directions for our pharmacy business while leading large, highly visible client engagements. You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of pharmacy and broader health care delivery in North America. You will grow our solutions portfolio with a focus on driving client value and revenue.  The ideal candidate brings influence and strategic thinking to address unique client needs in the pharmacy space and to more broadly evolve our practice.  You will collaborate with a strong team of highly experienced consultants within the pharmacy practice as well as engage in cross functional activities with other health and benefits colleagues and subject matter experts who together deliver unparalleled value to our clients and the broader pharmacy community.  A pharmacist degree and license in good standing...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Position Summary GEICO is seeking a dynamic and results-oriented Corporate Recruiter to lead full-cycle recruitment for Marketing talent. This role will partner closely with business leaders, HR, and Talent Acquisition colleagues to...

2027 Guardian Summer Intern, Client Solutions and Wealth Management Our 2027 Summer Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a thriving global financial services company. You will gain invaluable industry and organizational knowledge through daily business interactions and job assignments, in addition to engaging in projects that directly affect our business, interact with senior leaders in conversational settings, and network with employees and interns across our offices. This 10-week internship provides you with realistic experiences and information of what it is like to work at Guardian.   You will be assigned to one of the following domains: Client Solutions, Wealth Management, Distribution, Principal Owner Development, or Business Transformation.   Internship Dates: The internship program will run from Thursday, May 27, 2027- Friday, August 6, 2027 .   We review applications on a rolling...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a S enior Account Executive, Employee Benefits to join our growing team .       Our Employee Benefits Practice within PEPG is seeking a collaborative, driven, and resilient Senior Account Manager for our team .  The Senior Account Manager will fulfill an integral role in developing cohesive relationships with client groups by designing cost-effective benefits programs, streamlining enrollment initiatives, and serving as a strategic advisor to the portfolio companies in which we serve. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Employee Benefits accounts within a fast-paced environment .         How You Will Contribute:       Proactively manage a full book of...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Actuarial analysts are expected to develop proficiencies in completing standard analyses, while also taking part in more advanced analyses as needed. You will be familiar with Howden Re’s tools and approach, contribute to their development and present solutions and services to our clients. Work across analytics, brokers, and other functions to identify and respond to client needs and develop additional opportunities related to products and services Data collection and manipulation in spreadsheets and other database applications Prepare client-ready presentations to communicate analysis results to brokers and clients Understand reinsurance contracts and products (terminology, terms and conditions) Manage workflow proactively and take initiative on internal projects to improve processes,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking   a   Senior Account Manager, Private Equity   to join our growing team !             The Senior Account Manager serves as a strategic advisor to key client groups, delivering consultative guidance on collaborative initiatives, risk profile evaluations, policy audits, proposals, and renewals. This individual will   leverage   strong relationship management and industry   expertise   to drive client success while effectively prioritizing and managing workflows to ensure the   timely ,   accurate , and seamless execution of critical   objectives .   This role   operates   within Brown & Brown’s Private Equity practice, Krauter & Company. Krauter & Company is a full-service international insurance and benefits brokerage that has...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. #LI-MM1 Job Description Summary Responsible for providing leadership and strategic direction for the Commercial Surety business, driving underwriting excellence, profitable growth, portfolio performance, and market competitiveness. Serves as the senior underwriting executive accountable for establishing and executing underwriting strategy, risk appetite, product direction, and distribution objectives across the business. Leads a geographically dispersed...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. GEICO, a wholly owned subsidiary of Berkshire Hathaway, is one of the largest auto insurers in the United States. As GEICO continues to modernize its products, technology platforms, operations, and customer experience, the Legal...