Financial Advisor Jobs in Bethpage, NY

Advance your career by becoming a trusted advisor to a diverse client base, ensuring retention and growth while leveraging your expertise in investments, financial planning, and client communication w...

Empower stakeholders through strategic sales leadership in the Retirement Plan sector, driving growth and innovation while fostering key relationships with partners and clients to achieve business obj...

Manage client relationships and financial reporting for retail alternative products. Oversee BDC servicing, ensure compliance with SEC regulations, and lead a team to deliver timely financial statemen...

Unlock your potential in a dynamic role that combines quantitative analysis, risk management, and stakeholder collaboration to enhance investment strategies and drive superior portfolio performance...

Join a team that drives impactful solutions for diverse clients by leveraging financial expertise and innovative analytics, addressing challenges through collaborative engagement and mentorship within...

The Managing Director for Institutional Sales will focus on expanding Patria's presence among institutional clients in the East Coast and Canada. This role involves developing sales strategies, engagi...

Deliver exceptional investor service by managing a dedicated team to ensure accurate transaction processing, client reporting, and relationship-building while adhering to compliance and operational st...

Redefine financial planning and analysis in an AI-driven environment, supporting forecasting and analytics that inform leadership decisions. Collaborate with cross-functional teams to enhance inventor...

Drive innovation in venture capital by sourcing start-up investments and evaluating business ideas. Collaborate with founders and industry leaders in AI and technology sectors to influence corporate s...

Engineer innovative liquidity solutions as a senior leader in Private Share Lending. Coordinate multi-party transactions, enhance business development, and foster strategic relations with issuers and...

Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...

Engage in driving new business by acquiring net-new logos in the Financial Services sector. Lead complex sales cycles while building strategic relationships with C-level executives to ensure high-impa...

Drive operational excellence as a Revenue Cycle Performance Analyst, auditing quality, guiding engagement teams, training staff, and preparing performance reports to enhance client success in the heal...

Unlock potential by guiding individuals to financial security through retirement planning. Engage with participants via presentations and meetings, while building relationships and achieving strategic...

Engage in strategic relationship management for wealth management clients, driving business development initiatives. Collaborate across teams to deliver investment solutions and support internal proje...

Empower legal innovation by partnering with the General Counsel to navigate diverse matters, enhance templates, and leverage AI tools while supporting a dynamic legal framework in the fast-paced FinTe...

Elevate fee calculation and performance standards by developing scalable solutions in private markets. Lead a high-performance team to ensure accuracy, drive process excellence, and engage with stakeh...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Transform client relationships by driving awareness of cash management and lending solutions. Collaborate with financial advisors to provide tailored support, enhance business development, and meet ke...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Provide personalized risk management solutions while enhancing client relationships. Engage with clients to assess their needs and offer tailored insurance products, ensuring exceptional service and c...

Unlock your potential as a Client Success Analyst, driving Salesforce platform adoption, optimizing user experiences, and collaborating across teams to meet client and operational goals effectively...

Join a dynamic team to drive growth in banking solutions, providing sales support and enhancing client experiences through effective pipeline management and collaboration with key stakeholders...

Engage with leading financial institutions to drive strategic advisory and transaction origination. Shape client relationships and foster a high-performance team environment while executing M&A and ca...