Financial Advisor Jobs in Hauppauge, NY

Take ownership of client engagements, lead teams in innovative actuarial projects, and drive solutions for complex challenges across multiple disciplines in a collaborative environment. Build your exp...

Empower investment management solutions by leveraging your CRD expertise and SaaS experience. You'll lead impactful projects that enhance operational efficiency, ensuring seamless integrations and ali...

Accelerate progress at our firm by leading a team of Wealth Advisors, enhancing client services, and fostering collaborative relationships while driving performance standards and managing strategic in...

Drive efficient client performance reporting by leading cross-functional teams, managing systems integration, and overseeing the reporting workflow to enhance operational excellence in investment serv...

Engage in high-impact debt advisory for the evolving offshore wind and cleantech sectors. Lead client relationships, market strategies, and execute complex transactions while mentoring junior team mem...

Join a team that drives new business development and consultative sales strategies in the insurance industry, educating clients on risk management while building and maintaining strong relationships f...

Manage core accounting functions and optimize Workday Financials to enhance budgeting accuracy, ensure compliance, and support financial reporting within a dynamic Accounting & Finance team while trai...

Unlock potential by leading strategic financing solutions in debt capital markets. Develop and maintain senior client relationships, execute transactions, and collaborate with diverse teams for innova...

Drive financial analysis and support within fund banking operations. Collaborate with stakeholders to enhance strategies, perform compliance management, and ensure optimal performance monitoring of ba...

Grow your career by managing tax compliance strategies for diverse asset management clients. Lead teams in optimizing reporting processes and enhancing governance frameworks. Drive innovative solution...

Join a team that's dedicated to crafting unparalleled events by leading all aspects of planning and execution. You’ll coordinate with stakeholders, manage logistics, and ensure impactful experiences t...

Shape the future of wealth management by driving sales, cultivating advisor relationships, and executing strategic plans within your assigned territory; leverage your expertise to meet client needs an...

Shape the future of compliance by optimizing marketing processes, ensuring adherence to regulatory standards, and driving innovations that enhance our firm’s marketing content integrity and effectiven...

Shape the future of U.S. Model Portfolio distribution strategy, drive asset growth, and enhance partnerships across wealth management platforms while leading a dynamic team and engaging with key stake...

Optimize investment strategies by analyzing data and developing innovative hedging solutions. Collaborate with the LDI team to enhance client performance while maintaining automated tools and reportin...

Oversee compliance operations, ensuring adherence to regulatory standards in broker-dealer activities. Provide leadership and strategic direction while collaborating with business leaders to address c...

Unlock potential by driving strategic business development initiatives, cultivating new revenue sources, and collaborating cross-functionally to propel growth in the wealth management and investment s...

Join a team that's dedicated to high-performance sales, empowering elite closers to drive significant commissions by selling essential home roofing solutions, while fostering a culture of success and...

Partner with us to enhance financial decision-making through analysis, budgeting, and reporting. This key role supports executive leadership with detailed metrics and insights to drive performance and...

Drive strategic business development within Investment Management, collaborating across practices to enhance client relationships, identify growth opportunities, and execute initiatives that strengthe...

Unlock your potential as a Senior Consultant by guiding clients through complex actuarial challenges and driving impactful solutions. Leverage your expertise to enhance business strategies and foster...

Grow your career with us as you mentor and collaborate to deliver tailored financial solutions, build client relationships, and exceed performance goals in a dynamic environment focused on professiona...

Transform your career as you engage with high-net worth clients, identify their financial needs, and deliver customized investment solutions while building relationships and driving portfolio growth t...

Elevate the finance function by leading a dedicated team in a strategic role that influences key decisions, drives performance improvement, and aligns financial goals with corporate profitability. You...

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...