Financial Advisor Jobs in Cedarhurst, NY

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Manage and coordinate inbound marketing requests, ensuring efficient execution and adherence to compliance guidelines while providing excellent service and communication throughout the process...

Optimize operational workflows for a broker-dealer and RIA, enhancing customer experience through automation, risk management, and collaboration. Drive process improvements and contribute to our dynam...

Drive strategic M&A initiatives by leading teams, ensuring high-quality analysis, and fostering client relationships while managing junior resources effectively in a dynamic investment banking environ...

Support clients by developing financial strategies that meet their needs. Lead investment planning, manage portfolios, and collaborate with experts to enhance client relationships and foster growth wi...

Join a team that's focused on optimizing funding strategies and managing subsidiary financing while navigating complex regulatory landscapes to impact financial performance positively...

Lead the charge in delivering exceptional onboarding for our top strategic accounts while crafting scalable frameworks and playbooks to streamline the process and enhance client satisfaction in wealth...

Shape the financial framework by managing product and entity controller functions, driving project execution, and collaborating with teams. Enhance analytics and relationships through finance initiati...

Lead client engagement and relationship management, ensuring satisfaction and retention across public and private markets, while collaborating internally to deliver customized investment solutions and...

Join a team that's transforming the investment landscape through expert advisory in M&A and capital transactions. Lead dynamic projects, mentor talent, and foster client relationships in a fast-paced...

Unlock the potential of financial integrity by leading reconciliations, variance analysis, and audit coordination. Your expertise will drive automation and AI integration, ensuring data standards are...

Lead the charge in executing complex secondary transactions, managing GP-led processes, and optimizing client relations while overseeing financial models and driving strategic marketing initiatives in...

Unlock potential by joining a dynamic Product Control team that oversees P&L reporting and risk management for various Securitized Products, fostering collaboration across finance and trading to ensur...

Deliver exceptional client service by managing audit engagements, ensuring compliance, and fostering strong client relationships. Utilize technical expertise to navigate challenges within Union and Mu...

Contribute to the strategic execution of Project Finance deals, supporting the team in financial modeling, documentation, and client presentations while gaining exposure to complex underwriting proces...

Transform the wealth management analytics landscape by leading strategies that drive data-informed insights, enhance client engagement, and catalyze business growth through predictive analytics and co...

Engage strategic Financial Services accounts as a trusted advisor. Drive growth through proactive sales, expert relationship management, and innovative solutions tailored to complex enterprise challen...

Advance your career by optimizing economic development incentives for corporate clients. Collaborate with management on location strategies and data analysis, ensuring tax-efficient transaction struct...

Unlock potential by driving financial analysis to support strategic decisions. Collaborate with teams, develop financial models, and enhance operational efficiency. Contribute to business performance...

Transform your career as a Relationship Manager, driving business growth by fostering and maintaining relationships with banking clients while delivering personalized financial solutions and exception...

Drive risk evaluation and control solutions across trading and business functions. Collaborate globally to enhance operational effectiveness while managing daily activities in a robust risk environmen...

Transform investor engagement by proactively providing retirement plan solutions. Collaborate with financial advisors and teams to drive sales and develop in-depth market understanding while initiatin...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Join a team that's redefining financial performance in the credit card division. Drive budgeting, forecasting, and analysis to support growth initiatives while collaborating with cross-functional team...

Unlock potential by providing portfolio management support to strengthen client relationships. Collaborate with various stakeholders to enhance asset reporting, conduct financial analysis, and ensure...