2847 Financial Aid Advisor jobs in New York,NY

The salary for this position in New York City is $165,000-$225,000.

$123,750.00 USD

$225,000.00 USD

Our benefits are designed to support you, your family and your well-being, now and into the future.

On a full-time basis

Bachelor's degree required, or equivalent professional experience.

Proven track record building and managing a book of HNW clients, across different countries in Latin America.

Demonstrated success meeting AUM, net new money, and client acquisition targets.

Strong knowledge of investments, wealth planning, credit, lending, and risk management.

Experience working with cross-border clients and complex international wealth needs.

Strong understanding of KYC, AML, suitability, and cross-border regulatory frameworks.

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Frequent minimal physical effort such as sitting, standing and walking is required for this role.

Fluency or professional proficiency in Portuguese strongly preferred.

Conversational Spanish preferred.

Existing network of HNW or UHNW relationships in the Latin America region is highly desirable.