Financial Advisor Jobs in Cedarhurst, NY

Drive transformative finance solutions as a strategic advisor and leader. Oversee finance engagements, enhance performance, and foster relationships to elevate client success and organizational value...

Join us to analyze data, develop presentations, and support client advisory initiatives. Play a key role in strategic project management and collaborative problem-solving to drive innovative solutions...

Grow your career with a dynamic sales team by establishing relationships in the Investment Banking sector, driving solutions, and exceeding sales objectives while collaborating across departments to e...

Shape the future of institutional credit relationships through sourcing, structuring, and maintaining partnerships. Drive strategic initiatives across collateralized lending and structured credit whil...

Join a team that's redefining financial analysis and strategy. You'll drive key modeling and forecasting initiatives while collaborating with leaders across the business to deliver insights that impac...

Drive relationship-building as an investment counselor, delivering strategic advice and solutions to enhance client portfolios. Utilize extensive investment expertise to optimize client service and te...

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...

Analyze and lead client relationships to enhance wealth management strategies, drive revenue growth, and ensure comprehensive financial solutions for high net worth clients through effective consultat...

Join a team that inspires excellence in market strategy and regulatory research. Leverage your skills to analyze market conditions, develop strategic reports, and collaborate with senior leadership to...

Optimize regulatory strategies by conducting thorough market analysis, creating reports for senior management, and collaborating on audits. This role enhances risk assessment efforts and supports sust...

Analyze market conditions and develop strategic responses to regulatory changes, delivering insights to senior leadership while collaborating across teams to ensure effective oversight and decision-ma...

Partner with us to deliver exceptional trustee services, enhance advisor relationships, and drive new business opportunities. Leverage your trust expertise to ensure client satisfaction and support LP...

Champion the expansion of client partnerships and lead transaction teams in the US Real Estate Lodging and Leisure sector. Drive innovation while managing and developing talent to exceed performance s...

Empower the growth of Alternative Credit products by conducting research, analyzing data, and supporting client relations. Collaborate across teams to enhance service delivery and portfolio developmen...

Join a dynamic team to foster executive relationships and drive revenue growth through strategic client engagement. Collaborate effectively to identify opportunities and enhance client satisfaction in...

Empower growth in the public sector by leading strategic sales initiatives, fostering client relationships, and driving product adoption through innovative solutions and market insights. Collaborate w...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

Drive financial strategy by partnering with leaders to enhance forecasting, build data-driven models, and improve operational insights. Play a key role in scaling FP&A processes within a high-growth S...

Join a dynamic finance team, impacting strategy through data analysis. Collaborate with leaders on forecasting, model building, and performance improvement in a high-growth SaaS environment, driving b...

Transform business management processes by conducting competitive analysis and supporting strategic initiatives. Collaborate with senior leaders to prepare financial reports, coordinate budgets, and o...

Drive the financial strategy and operations, ensuring accuracy and compliance while leading a dynamic team to enhance organizational growth and decision-making support through comprehensive analysis a...

Accelerate progress at a dynamic fintech company by spearheading partnerships that enhance global payment solutions. Shape the future of money movement by driving revenue through strategic collaborati...

Unlock new revenue streams by driving partnerships for a revolutionary global payments app. Shape the future of money movement through innovative collaborations with key platforms and stakeholders, en...

Join a team that's dedicated to empowering financial advisors with mentorship and strategic support. Your leadership will enhance their engagement with financial institutions, driving growth and succe...

Lead client engagement and strategy in estate planning for UHNW families, enhancing team capabilities while delivering tailored solutions, internal training, and maintaining industry relationships to...