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Onsite financial advisor associate

415 financial advisor associate jobs found

BlackRock
Feb 20, 2026  
Financial Markets Advisory, Associate Featured
About this role Team Overview Financial Markets Advisory (FMA) provides a differentiated range of advisory services, leveraging BlackRock's Aladdin platform and the firm's sophisticated capital markets, data and analytics, technology, and financial modeling capabilities while maintaining information barriers. FMA was founded in 2008 in response to the unprecedented challenges governments, financial institutions, and central banks faced as they confronted the financial crisis. They sought an impartial expert with the expertise and technology to help address some of their most difficult and challenging problems, from analyzing and unwinding complex asset portfolios to helping reassess central bank balance sheets. To meet that need, BlackRock established Financial Markets Advisory as a separate and independent business from BlackRock's traditional asset management business. FMA advises financial institutions, regulators, and government entities on their most critical financial...
BlackRock Mumbai, Maharashtra, India Full-Time
BlackRock
Feb 20, 2026  
Financial Markets Advisory, Associate Featured
About this role Team Overview Financial Markets Advisory (FMA) provides a differentiated range of advisory services, leveraging BlackRock's Aladdin platform and the firm's sophisticated capital markets, data and analytics, technology, and financial modeling capabilities while maintaining information barriers. FMA was founded in 2008 in response to the unprecedented challenges governments, financial institutions, and central banks faced as they confronted the financial crisis. They sought an impartial expert with the expertise and technology to help address some of their most difficult and challenging problems, from analyzing and unwinding complex asset portfolios to helping reassess central bank balance sheets. To meet that need, BlackRock established Financial Markets Advisory as a separate and independent business from BlackRock's traditional asset management business. FMA advises financial institutions, regulators, and government entities on their most critical financial...
BlackRock Gurugram, Haryana, India Full-Time
BlackRock
Mar 14, 2026  
US Wealth Advisory SMA Specialist, Associate/VP Featured
About this role Role Description: BlackRock SMA Specialists in US Wealth Advisory are responsible for accelerating the growth of Separately Managed Accounts in partnership with generalist relationship managers across all advisor segments (Wirehouse, Independent and RIA). SMA Specialists serve as a subject matter expert across the full range of BlackRock SMA offerings including active FI and equity SMAs, Aperio direct indexing and SpiderRock option overlay strategies. They are tasked with developing client relationships, educating financial professionals on the benefits of SMAs, and positioning BlackRock's full suite of custom SMA solutions for their high-net-worth clients. They are the go-to resource for education and training for the internal sales team. They will be focused on delivering deep expertise and broadening our reach to more advisors while proving a "white glove" experience to SMA clients making BlackRock the most convenient asset manager to do business with....
BlackRock Princeton, NJ, USA Full-Time
BlackRock
Mar 11, 2026  
Associate, USWA Marketing Team, SMA Marketing Featured
About this role The Team: The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team at the center of the firm's most high-impact priorities. We are architects of growth, working across functions and markets to unlock opportunities and accelerate outcomes for the business. In collaboration with both internal and external partners, we design the conditions for success-delivering next-generation campaigns, brand platforms, communications, training, and client experiences. Our work is powered by world-class centers of excellence spanning content strategy, research & analytics, and digital platforms & experiences. The Senior Associate of SMA Marketing will support our SMA solutions business with a focus on developing compliant, high-impact marketing content for US market offerings. This role will partner closely with Marketing, Strategic Accounts, Global Product Solutions (GPS), and Legal & Compliance to ensure...
BlackRock New York, NY, USA Full-Time
BlackRock
Mar 07, 2026  
Associate/Vice President, US Wealth Advisory Model Portfolio Sales Featured
About this role Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from. Business Description BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail. Role Description BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The...
BlackRock Princeton, NJ, USA Full-Time
BlackRock
Mar 03, 2026  
Aladdin Client Engagement, Director Featured
About this role Job Summary: The Value Delivery function within Aladdin Client Engagement (ACE) is responsible for helping clients maximize the value of their Aladdin investment through deep workflow expertise , data driven insights, and hands-on partnership across functional stakeholders at enterprise clients. As part of the ACE organization, you will serve as a consultative partner, bridging client needs with Aladdin's capabilities, while also acting as a culture carrier and team multiplier within ACE . You will oversee strategic client initiatives, drive adoption of Aladdin functionality, and ensure clients achieve measurable outcomes aligned to their business and investment objectives - balancing continuous learning of new tools, processes, and operating models with highquality client engagement and people leadership . We are seeking a dynamic and experienced Associate/Vice President to join our Aladdin Client Engagement (ACE) team in support of our...
BlackRock Mumbai, Maharashtra, India Full-Time
BlackRock
Feb 26, 2026  
Value Delivery, Aladdin Client Engagement, Associate/Vice President Featured
About this role The Value Delivery function within Aladdin Client Engagement (ACE) is responsible for helping clients maximize the value of their Aladdin investment through deep workflow expertise , data driven insights, and hands on partnership across functional stakeholders at our enterprise clients. As part of the ACE organization, you will serve as a consultative partner , bridging client needs with Aladdin's capabilities. You will oversee strategic client initiatives, drive adoption of Aladdin functionality, and ensure clients achieve measurable outcomes aligned to their business and investment objectives . We are seeking a dynamic and experienced Associate/Vice President to join our Aladdin Client Engagement (ACE) team in support of our growth in the Asia Pacific region. The position will play a pivotal role in bolstering execution of regional client initiatives with maximum scale as well as strategic and commercial alignment with our business . Key...
BlackRock Tokyo, Japan Full-Time
BlackRock
Feb 24, 2026  
Vice President/Associate, BlackRock Wealth Solutions Specialist Featured
About this role About this role We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any investor's needs. In this sole practitioner role, you will be directly responsible for representing the entirety of the firm to retail Wirehouse, RIA and Independent advisors using data insights and technology to execute sales. This role may be based in any of our home office locations - Princeton, Boston, Chicago, San Francisco & Atlanta - with occasional territory travel. Business Description: BlackRock's US Wealth Advisory ("USWA") business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and...
BlackRock Princeton, NJ, USA Full-Time
BlackRock
Feb 24, 2026  
Global Strategic Sourcing Professional Category - Taxation, Associate Featured
About this role GSS seeks a professional with deep experience in tax procurement with a focus on strategic sourcing to support the overall Professional Services Category for BlackRock at a global level . The subcategories within this space include audit, tax, due diligence, investments, non-IT consulting including managed services, disclosures/reporting and proxy voting. This professional should be responsible for end-to-end management of strategic sourcing Tax related activities -- from understanding stakeholder needs and available suppliers in the marketplace, to performing supplier assessment & due diligence, to negotiating, redlining, executing supplier agreements in a timely fashion, and the creation of global tax engagement letters Principal duties include: Strategic Tax Advisory: Serve as a strategic advisor to all levels of management on all matters related to tax sourcing and procurement, offering insights and recommendations to optimize processes...
BlackRock Gurugram, Haryana, India Full-Time
BlackRock
Feb 22, 2026  
Taiwan ETF Sales, Associate Featured
About this role Role Overview The APAC Wealth Client Business partners with leading banks, digital wealth platforms and intermediaries to deliver BlackRock's full suite of investment solutions-indexing, active funds, ETFs, alternatives, model portfolios and managed accounts. The Relationship Manager (RM) will play a critical role in deepening and expanding BlackRock's partnerships across Taiwan's wealth distribution landscape, including securities brokers, banks, SITE/SICE asset managers, insurance distributors, and portfolio consultants. This role is responsible for delivering BlackRock's full capabilities-including iShares ETFs (local and offshore), BGF mutual funds, and investment insights-to frontline partners to drive AUM growth, NNB, and long-term client engagement. The ideal candidate is commercially driven, detail‑oriented, and comfortable navigating complex distributor organizations to build trust, influence stakeholders, and execute business plans effectively....
BlackRock Taipei City, Taiwan Full-Time
BlackRock
Feb 18, 2026  
Technology Relationship Management, Associate Featured
About this role Aladdin Wealth Tech's mission is to transform the wealth management industry through technology and differentiate BlackRock as a strategic partner for our clients. As technology fundamentally reshapes the global wealth management industry, we partner with wealth managers to enhance their value proposition to their end clients, create rigor and scale in their investment process and grow their businesses during a period of rapid transformation in the industry. The Customer Success role is part of the Relationship Management team of Aladdin Wealth Tech within the Aladdin Business . It is responsible for maximizing the value of the Aladdin product through engagement and education , as well as working closely with clients to be their trusted consultant, problem solver, and business partner. This is a client-facing role and you will be expected to build deep and highly effective partnerships with clients to understand and solve problems. We are seeking someone...
BlackRock New York, NY, USA Full-Time
Professional Diversity Network
Mar 20, 2026  
Wealth Advisor Success Associate
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Reston, VA, USA Full-Time
Professional Diversity Network
Mar 20, 2026  
Wealth Advisor Success Associate
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Palm Beach Gardens, FL, USA Full-Time
Professional Diversity Network
Mar 20, 2026  
Wealth Advisor Success Associate
NFP Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit...
Professional Diversity Network Potomac, MD, USA Full-Time
Professional Diversity Network
Mar 20, 2026  
Investment Consultant - Orland Park, IL
Fidelity Investments Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise...
Professional Diversity Network Orland Park, IL, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Managing Director- 401K Relationship Manager
Fidelity Investments Job Description: Job Title: Managing Director Note: Fidelity will not provide immigration sponsorship for this position The Role The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise and Skills You Bring College degree preferred or equivalent work-related experience. Series 7 and 63 required. 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. Your retirement plan record keeping and administration experience. Your relationship management experience. You have excellent verbal and written communication skills. Your excellent organization and time management skills and attention to detail....
Professional Diversity Network Covington, KY, USA Full-Time
Professional Diversity Network
Mar 18, 2026  
Managing Director- 401K Relationship Manager
Fidelity Investments Job Description: Job Title: Managing Director Note: Fidelity will not provide immigration sponsorship for this position The Role The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise and Skills You Bring College degree preferred or equivalent work-related experience. Series 7 and 63 required. 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. Your retirement plan record keeping and administration experience. Your relationship management experience. You have excellent verbal and written communication skills. Your excellent organization and time management skills and attention to detail....
Professional Diversity Network Jacksonville, FL, USA Full-Time
Professional Diversity Network
Mar 12, 2026  
Associate Director, Data Management & Stewardship
Biogen Biogen's Decision & Quality Analytics Innovation (DQAI) team is part of Portfolio Leadership, Analytics & Insights (PLAI), which is under the Development department. The vision of the DQAI team is to deliver trusted insights that drive smarter decisions and measurable impact across the research, development and medical (RDM). We are seeking an experienced and highly motivated Associate Director of Data Management & Stewardship to join our team. This individual will take ownership of managing all aspects of our team's data - from acquisition and stewardship to governance and cross-functional alignment. The role will ensure that our data foundation is robust, well-governed, and positioned to enable advanced analytics, including AI/ML, simulation, etc. and ultimately support critical portfolio decision-making. Key Responsibilities Own the Data Foundation Manage the full lifecycle of portfolio and analytics data across research, development, and...
Professional Diversity Network Cambridge, MA, USA Full-Time
Professional Diversity Network
Mar 10, 2026  
Business Relationship Manager (Remote)
CareFirst BlueCross BlueShield Resp & Qualifications PURPOSE: The IT Business Relationship Manager is a senior level, highly adaptable and versatile individual contributor that will interface with business areas as a trusted advisor and advocate of Information Technology capabilities. This individual will serve as liaison for various activities, as driven by the business, relative to supporting process efficiencies, creating operational scale, technology enhancements, and proactive support for strategic and product development initiatives. The BRM is responsible for working with the business and key stakeholders to identify, analyze, and capture business value for each initiative while ensuring alignment with corporate strategy and IT roadmap. ESSENTIAL FUNCTIONS: Ensure delivery of technology value to the business by nurturing high level long term relationships, sensing business ideas and promoting the value of IT in delivering business solutions. Measure,...
Professional Diversity Network Reston, VA, USA Full-Time
Professional Diversity Network
Mar 07, 2026  
Client Solutions Associate - San Francisco, CA (June 2026)
FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Impact: Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and...
Professional Diversity Network San Francisco, CA, USA Full-Time
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