Financial Advisor Jobs in Farmingdale, NY

Lead the charge in transforming high-net-worth financial prospects into clients by leveraging an established qualified lead flow and comprehensive support resources, all while engaging in face-to-face...

Empower client relationships by developing customized treasury management solutions, driving revenue growth, and providing strategic support across commercial and institutional banking sectors while c...

Develop robust relationships with asset managers and enhance marketplace strategies. This senior technical role is pivotal in driving sales initiatives and delivering technology solutions to clients w...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Shape the future of AI-assisted wealth management by defining complex financial reasoning and standards. Collaborate with experts to ensure the platform reflects rigorous planning judgment and navigat...

Grow your career with a leading investment firm by engaging high-net-worth prospects and converting them into clients through tailored wealth management solutions. Benefit from comprehensive support a...

Accelerate growth at a leading financial institution by driving ECM offerings, engaging clients, and collaborating across teams to deliver innovative capital market solutions that address client needs...

Help us transform the customer experience in annuity sales by guiding clients through the buying process, ensuring clarity, and fostering trust while contributing to the development of a groundbreakin...

Elevate the client experience by supporting Advisory teams in wealth management. Collaborate in a fast-paced environment to provide tailored investment strategies while enhancing client relationships...

Take ownership of our benefits function, managing health, wellness, and compliance while navigating vendor relations and driving employee engagement at a fast-growing RIA...

Lead the charge in defining investment strategies that align client goals with tailored asset allocations, delivering comprehensive investment solutions and performance reports while collaborating wit...

Join a dynamic team to assess merger candidates and enhance integration strategies. Leverage your investment expertise for impactful analysis and collaboration within the Investment Office, shaping su...

Join our team to optimize investment operations and enhance our trading infrastructure. Shape financial advisor experiences by managing daily trading tasks and driving adoption of our innovative platf...

The Construction Estimator at Laland Baptiste, LLC is responsible for developing engineering estimates for large transportation projects, including airports, tunnels, and bridges. Candidates should ha...

Pioneer client-focused wealth management by delivering exceptional financial advice, evaluating client needs, and mastering relationship-building to achieve their financial goals. Collaborate with a d...

Champion the investment accounting function, leading strategy execution and governance. Collaborate with finance leaders for accurate reporting, team development, and effective internal controls to su...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Optimize workspace strategies and property management to enhance operational efficiency in Wealth Management. Collaborate cross-functionally to analyze data, develop insights, and drive project comple...

Join a team that's focused on building lasting client relationships in the commercial insurance sector. This role is essential for account management, ensuring service excellence, and supporting a thr...

Transform the Financial Services landscape by owning the full sales cycle, building trusted relationships, and leading consultative conversations to drive cloud modernization and AI adoption across th...

Transform actuarial processes by managing pricing, capital planning, and product development within a dynamic insurance organization focused on innovation and growth. Collaborate with leadership to op...

Execute complex capital markets and M&A transactions, presenting strategic insights to clients while leading project workflows and collaborating with internal teams to drive initiatives in the Energy...

Inspire transformation by leading customer enablement initiatives. Serve as the FP&A expert, collaborating with teams to drive successful outcomes. Shape product strategy and enhance user experience w...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Drive impactful financial advisory work through analysis and teamwork. Collaborate with investment bankers on M&A, valuations, and business development, while utilizing advanced AI tools and data visu...