Job Summary NewEdge Advisors, LLC (“NEA”) is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors...
Careers
New Account Analyst (LA, New Orleans)
Job Summary: We're seeking a detail-oriented New Account Opening/Repapering Analyst to serve as the paperwork and account opening specialist for NewEdge Advisors, the RIA affiliate of NewEdge Capital Group. This role supports account opening and transitions for...
VP Financial Planning & Analysis (NY, New York)
Job Summary The VP of Financial Planning & Analysis (FP&A) is a critical management role driving the delivery of detailed and insightful financial analysis for the rapidly growing NewEdge Capital Group. We seek a dedicated hands-on professional who can work...
VP Financial Planning & Analysis (CT, Stamford)
Job Summary The VP of Financial Planning & Analysis (FP&A) is a critical management role driving the delivery of detailed and insightful financial analysis for the rapidly growing NewEdge Capital Group. We seek a dedicated hands-on professional who can work...
VP Financial Planning & Analysis (PA, Pittsburgh)
Job Summary The VP of Financial Planning & Analysis (FP&A) is a critical management role driving the delivery of detailed and insightful financial analysis for the rapidly growing NewEdge Capital Group. We seek a dedicated hands-on professional who can work...
Trust & Estate Paralegal (NY, New York City)
Job Summary: As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be...
Wealth Strategist (FL, Miami)
About Aligned Wealth Aligned Wealth is a purpose-driven family office solution for families with assets exceeding $3 billion, built on the belief that wealth management should be about alignment, not just returns. Through tailored strategies, cutting-edge technology,...
Associate, Platform Experience (Remote, USA)
Job Summary: The Platform Experience role supports the firm’s investment management and reporting ecosystem by administering, maintaining, and enhancing the Addepar platform across user access, permissions, database configuration, reporting, and end-client support...
Managing Director, Broker-Dealer Supervision (CT, Stamford)
About the Role NewEdge Securities is seeking a seasoned supervisory professional to serve as Managing Director of Broker-Dealer Supervision. This senior leader owns the design, implementation, and day-to-day management of the firm's supervisory framework across all...
Managing Director, Broker-Dealer Supervision (FL, Fort Lauderdale)
About the Role NewEdge Securities is seeking a seasoned supervisory professional to serve as Managing Director of Broker-Dealer Supervision. This senior leader owns the design, implementation, and day-to-day management of the firm's supervisory framework across all...