Financial Advisor Jobs in Bethpage, NY

Optimize client relations by delivering exceptional service and support to a Wealth Management team focused on high-net-worth clients, ensuring smooth operations and effective communication across mul...

Engage with clients as the primary contact for problem resolution and support. Develop strong relationships and lead onboarding initiatives while driving enhancements that elevate the customer experie...

Drive client service excellence in Hospital, Higher Education, and Government banking. Lead collaboration between partners to expand relationships and support growth strategies, ensuring profitability...

Oversee the financial reporting process for a diverse portfolio of funds, ensuring compliance and operational excellence. Lead a team, liaise with clients, and manage audits while enhancing internal p...

Take ownership of crucial financial analyses and client interactions, guiding complex projects through rigorous modeling and strategic insights. Gain exposure to mergers, valuations, and high-level de...

Lead financial reporting processes as an Associate Director, overseeing a team while ensuring compliance with U.S. GAAP and SEC regulations, managing client relationships, and driving strategic initia...

Accelerate progress at a remote-first organization by leading finance and FP&A. Collaborate closely with executive leadership, drive strategic planning, build teams, and enhance financial frameworks f...

Pioneer innovative solutions in client management for insurance firms, driving strategic relationships and leveraging asset management expertise across diverse investment strategies. Collaborate for e...

Join a team that's dedicated to accurately managing client fund NAV calculations and investor allocations. Collaborate across departments to support hedge funds and private equity, ensuring precise fi...

Innovate within the Investment & Structured Finance team by assessing, negotiating, and executing solar project acquisitions, while fostering strong stakeholder relationships and navigating diverse re...

Elevate client outcomes by leading complex surveillance and compliance projects. Leverage regulatory expertise, analytical skills, and technology insights to design and implement effective systems add...

Lead strategic projects in capital markets surveillance to enhance client risk management. Leverage regulatory knowledge, analytical skills, and technology expertise to develop systems that prevent ma...

Unlock potential by leading strategic partnerships and managing credit risks to enhance portfolio health. Collaborate across teams to ensure sound credit decisions and drive business objectives while...

Lead M&A tax due diligence and structuring processes for diverse transactions. Mentor teams, manage client relationships, and deliver high-quality analyses while identifying tax risks and opportunitie...

Grow your career with a leadership role driving product strategy and innovation in US Transfer Agency services, focusing on modernization and enhanced client solutions in the evolving fund landscape...

Join a team that's driving complex legal strategies for nuanced M&A transactions. As a VP, Transaction Counsel, you'll provide expert guidance on acquisitions and reinsurance deals while fostering col...

Lead the charge in partnership management, blending business development with client success. Drive growth through effective relationship-building and strategic initiatives across Carrier and Affinity...

Drive client success by managing equity compensation support for corporate clients, ensuring seamless processing and strong partnerships. Utilize expertise to deliver best-in-class service and improve...

Accelerate growth by driving new business in commercial real estate through strategic prospecting, leveraging innovative sales tools, and nurturing key client relationships to achieve outstanding sale...

Drive your career with a dynamic B2B sales role, generating new business in the infrastructure and energy sectors, leveraging cutting-edge sales tools and a collaborative team approach to close opport...

Provide strategic finance support to leadership within the technology sector, managing budgets, forecasts, and financial performance. Ensure data integrity and drive process improvements to enhance op...

Champion the evolution of our data lineage framework, ensuring compliance and integration across Capital Markets. Lead documentation efforts, establish data ownership standards, and facilitate accurat...

Shape the future of investment banking by delivering exceptional client services, building relationships, and managing end-to-end transaction execution within a dynamic team environment...

Engage with a thriving technology underwriting team to drive financial success. You will manage a diverse book of business, oversee risk analysis, and foster strong relationships with agents and clien...

Transform the commercial lines underwriting landscape by managing a dynamic portfolio, driving growth, and forging strong partnerships. Play a key role in risk assessment and financial performance to...