Financial Advisor Jobs in Farmingdale, NY

Drive financial excellence by leading planning, reporting, and analysis. Collaborate with senior leaders to shape insights that enhance decision-making and foster sustainable growth within the organiz...

Champion financial planning and analysis processes to drive strategic insights, enhance reporting, and support executive decision-making in a collaborative environment where operational excellence is...

Lead the Risk and Intelligence divisions to enhance regulatory effectiveness, oversee risk monitoring, intelligence operations, and emerging risk identification. Drive strategic vision, foster innovat...

Join a team that's dedicated to delivering personalized tax strategies for high-net-worth clients and complex family structures. As a leader, you'll guide projects and foster client relationships, ens...

Contribute to financial excellence in a dynamic role overseeing project accounting, revenue recognition, and financial reporting, while collaborating with leadership to enhance project performance and...

Champion the evolution of legal operations by enhancing invoice management processes and tools, collaborating with internal teams and outside counsel, and driving innovation while providing functional...

Transform client experiences by collaborating with Financial Advisors to manage relationships, implement productivity campaigns, and ensure operational excellence in a dynamic environment focused on c...

The Account Executive is a field-based sales role focused on client retention and growth through contract expansion and new product introductions. This position involves consulting with C-level execut...

Shape the future of hedge fund operations by managing fund accounting and ensuring compliance, all while fostering relationships with fund managers and third-party administrators. Drive efficiency and...

Take ownership of transformative initiatives within Wealth Management. Collaborate with cross-functional teams to drive strategic execution and deliver lasting impact through actionable solutions that...

Empower growth as a key leader in Equity Private Placements, leveraging industry expertise to drive significant capital raises, build high-performance teams, and transform strategic relationships with...

Join a dynamic team as you coach and develop Wealth Management associates, enhancing client relationships and driving comprehensive financial solutions. Collaborate to support client-centric practices...

Lead and inspire a sales team to exceed targets while fostering growth. Develop strategic sales plans, enhance client relationships, and analyze market trends for innovative opportunities that drive s...

Advance client engagement by coaching Wealth Management associates to enhance comprehensive financial planning and outcomes, while fostering relationships and driving results through effective coachin...

Lead compliance initiatives within Wealth Management, overseeing regulatory alignment and fostering a culture of ethics. Drive collaboration across teams to ensure adherence to financial regulations a...

Elevate client portfolio management by supporting critical functions such as monitoring, rebalancing, and trade execution while enhancing internal tools and processes to streamline investment strategi...

Accelerate your career by leading legal strategies for innovative financial products. Collaborate with product and engineering teams to navigate regulatory landscapes and shape offerings that empower...

Lead M&A and advisory engagements, managing transactions from start to finish. Collaborate closely with senior clients and bankers, leveraging extensive analytical skills in a high-performance team fo...

Engage in trade support and risk management, collaborating across teams to ensure accurate trade capture and settlement while assisting in portfolio management and optimizing trading processes for eff...

Transform investment insights into impactful thought leadership, driving engagement and brand awareness. Collaborate with teams to create compelling content tailored for institutional clients across d...

Empower a global investment narrative by shaping and delivering high-impact thought leadership. Collaborate across teams to translate market insights into compelling content that drives client engagem...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Drive strategic capital management, partnering across teams to optimize funding structures and enhance operational efficiency, directly influencing growth and scalability in a dynamic startup environm...

Join a team that's dedicated to delivering top-notch execution services for institutional clients across global markets, focusing on voice-led trading and revenue growth while fostering strategic clie...

Elevate capital market strategies through analysis and relationship management. Collaborate to structure transactions and support investor transparency, safeguarding growth in consumer credit and asse...