Financial Advisor Jobs in Cedarhurst, NY

Join a dynamic team where you will lead strategic client consultations, manage vendor relationships, and optimize employee benefit programs, ensuring compliance and excellence while fostering collabor...

Optimize client strategies and benefit programs through expert consultation and relationship management. Lead project teams, align services with regulatory standards, and mentor staff to enhance perfo...

Lead the future of digital managed accounts by driving strategy, adoption, and customer experience, while managing a high-impact team and collaborating with cross-functional stakeholders to meet organ...

Lead and innovate digital advice experiences for managed accounts, driving adoption and performance. Manage a high-impact team and collaborate with cross-functional stakeholders to enhance customer ex...

Drive complex business valuations and financial analyses for diverse industries, leading key projects and client engagements while developing your team in a dynamic environment focused on growth and p...

Unlock potential by analyzing investment performance data and ensuring accuracy across platforms. Collaborate with teams to produce insightful reports and enhance client communications, while driving...

Shape the future of investment accounting by overseeing GAAP financial close processes and guiding a team in a dynamic finance environment. Drive system enhancements and ensure accurate reporting for...

Lead the charge in managing a team to drive strategic business initiatives, implementing policies, and enhancing operational results through process improvements and comprehensive project oversight...

Drive financial excellence as you manage the month-end process, perform reconciliations, and collaborate with cross-functional teams in a fast-paced environment. Elevate your career with exposure to d...

Support business development efforts by managing client relationships, conducting due diligence, and facilitating transactions while collaborating with internal teams to drive growth in the Private Eq...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Shape the future of treasury management by driving revenue growth and client satisfaction for Fortune 500 companies. Collaborate with diverse teams to deliver customized financial solutions and influe...

Join a dedicated team to manage and enhance the SBA loan portfolio, ensuring compliance through quality control, approvals, closings, and servicing. Utilize your analytical and problem-solving skills...

Accelerate progress at the heart of financial strategy, guiding leadership through insightful modeling and forecasts to drive impactful business decisions. Collaborate cross-functionally to enhance op...

Pioneer the future of retirement solutions! Lead and inspire a dynamic team of sales professionals in a high-impact role to maximize qualified retirement plan sales across diverse financial channels w...

Lead strategic client engagements, providing expert financial analysis and support. Manage high-impact presentations while fostering relationships within corporate banking to facilitate complex financ...

Shape the future of capital adequacy by managing regulatory compliance, enhancing analytics, and optimizing processes. Contribute to strategic initiatives while producing high-quality reporting for th...

Join a dynamic team shaping financial futures by delivering strategic advisory and capital raising solutions. As an Analyst, build essential skills while supporting transactions and collaborating with...

Tackle complex tax issues independently, leading service delivery and team oversight while ensuring accurate compliance and fostering client relationships through innovative solutions and technical ex...

Grow your career with a dynamic team, driving client acquisition and retention. Oversee comprehensive wealth management strategies for high net worth clients while ensuring ethical standards and sales...

Grow your expertise by managing multi-asset portfolios and driving investment research strategies. Collaborate with senior managers to deliver actionable insights and optimize performance across wealt...

Unlock growth in the Private Equity sector by cultivating strategic relationships, driving sales initiatives, and aligning services with client needs. Engage with executives to enhance business opport...

Analyze market trends and collaborate with Private Equity firms to cultivate strategic relationships, drive growth initiatives, and deliver comprehensive accounting, tax, and consulting solutions to m...

Unlock new opportunities in tax compliance and consulting for Alternative Investments. Collaborate with clients in venture capital, private equity, and real estate to provide expert compliance service...

Drive impactful tax compliance and consulting for clients in Alternative Investments, ensuring adherence to regulations while minimizing tax burdens. Lead teams in high-quality engagements and develop...