Financial Advisor Jobs in Farmingdale, NY

Elevate fee calculation and performance standards by developing scalable solutions in private markets. Lead a high-performance team to ensure accuracy, drive process excellence, and engage with stakeh...

Unlock potential by managing complex fiduciary and investment accounts. Collaborate with clients and internal teams to streamline operations, enhance service delivery, and drive client satisfaction in...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Transform distributor relationships through dynamic training and tailored sales support, driving growth in Life and Annuity products. This role emphasizes collaboration, impactful training, and high v...

Join a team that delivers impactful ESG advisory solutions across climate, carbon, and regulatory workstreams. Support diverse engagements and develop expertise in a collaborative, technology-driven e...

Grow your career with an established financial firm by engaging high-net-worth prospects, converting them into clients, and collaborating with a supportive team, focusing entirely on sales without col...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Elevate client relationships by driving sales of alternative investment products. Leverage your expertise to implement business strategies and collaborate with internal teams to enhance distribution a...

Develop strategic partnerships and drive sales initiatives in alternative investments by collaborating with key stakeholders, enhancing client engagement, and executing comprehensive business plans th...

Unlock your potential as a Client Success Analyst, driving Salesforce platform adoption, optimizing user experiences, and collaborating across teams to meet client and operational goals effectively...

Lead the charge in driving sales growth within financial institutions, leveraging strategic expertise and consultative sales techniques to create strong partnerships and ensure product adoption, while...

Engage with leading financial institutions to drive strategic advisory and transaction origination. Shape client relationships and foster a high-performance team environment while executing M&A and ca...

Analyze client needs and performance metrics to develop tailored investment strategies. Collaborate with financial advisors to enhance client relationships and drive business growth while ensuring acc...

Analyze investment strategies and conduct financial modeling to identify credit opportunities. Collaborate with teams to assess risks, enhance portfolio oversight, and contribute to informed investmen...

Unlock potential by joining a dynamic sales team focused on high-net-worth clients. Navigate your territory with established leads while supported by comprehensive resources to drive your success in f...

Drive success by leading investment banking initiatives, managing client relationships, and overseeing compliance. Leverage financial expertise to deliver tailored solutions and execute complex transa...

Unlock potential by engaging in strategic M&A advisory and financing transactions. This role offers significant early responsibility in a rigorous environment, emphasizing teamwork and personal develo...

Optimize client engagement by leveraging AI solutions tailored to financial services, fostering relationships with bankers and investors to drive impactful results. Lead product demos and position Rog...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Strategize partnerships across the U.S. wealth management ecosystem to enhance alternative investment engagement, leveraging 12+ years of industry expertise to drive growth and innovation...

Lead the charge in delivering sophisticated capital markets solutions and managing financing transactions, collaborating with various teams to maximize client success while developing junior talent an...

Transform client outcomes by delivering impactful financial analysis, modeling, and strategic guidance. Collaborate across diverse industries to enhance decision-making, drive growth, and build enterp...

Elevate your career as you provide expert financial guidance, managing client wealth through strategic planning and strong relationship-building, while collaborating with a dedicated team to exceed cl...

Execute critical M&A transactions across diverse industries while leading teams, managing client relations, and driving strategic outcomes. Shape the future with innovative solutions and advanced fina...