Financial Advisor Jobs in Hauppauge, NY

Champion significant investment banking initiatives, guiding M&A and advisory activities, and mentoring junior bankers while providing client-focused support in a dynamic, collaborative environment...

Elevate client relationships by managing credit assessments, risk exposure, and underwriting for a diverse insurance portfolio. Collaborate with cross-functional teams to drive effective credit soluti...

Lead operational excellence and financial strategy for equipment finance, driving efficiency and collaboration across business units. Oversee budgeting, governance, and system management to support st...

Drive strategic initiatives by solving critical business problems and leading analysis. Collaborate with senior leadership to craft recommendations, manage junior team roles, and ensure successful pro...

Partner with us to lead critical strategic initiatives, drive impactful solutions, and shape the future of wealth management. Collaborate closely with leadership to ensure successful execution and del...

Champion your financial services career by building client relationships and driving growth. Engage with Financial Advisors, gain invaluable training, and progress towards leadership in a dynamic indu...

Lead the charge in managing equity compensation relationships, ensuring client satisfaction through collaboration and expert knowledge, enhancing participant experiences across client segments, and de...

Transform data into actionable insights by leading SAR/STR assessments, enhancing regulatory compliance, and fostering collaboration across teams to improve operational integrity and response to emerg...

Join a team that's driving revenue growth by closing enterprise-level deals through solution selling and relationship management. Leverage your expertise to identify opportunities and nurture client p...

Drive excellence in retirement plan documentation by leading a skilled team, managing projects, coaching associates, and ensuring compliance with service standards for optimal outcomes...

Elevate your career by managing complex client relationships and onboarding processes. Be the operational lead for institutional clients, ensuring seamless lifecycle management and delivering exceptio...

Transform the future of finance by guiding strategy, enhancing operations, and driving cross-functional initiatives for two innovative, AI-native businesses. This role offers high autonomy in a fast-p...

Empower the future of asset management by driving relationship-based sales across middle and back-office solutions. Engage C-suite contacts, identify market opportunities, and leverage internal resour...

Manage legal and regulatory matters for a dynamic wealth management sector. Play a key role in advising on product initiatives and distribution agreements while navigating complex regulations across m...

Shape strategic growth by driving M&A activities from proposal to close, collaborating with senior team members. Contribute to financial analysis, due diligence, and deal structuring in a dynamic, fas...

Drive modernization efforts by leveraging AI and full-stack development to enhance financial technology systems. Collaborate cross-functionally to transform legacy applications into robust, data-drive...

Deliver exceptional client service by managing strategic relationships, supporting complex initiatives, and enhancing interactions with key wealth management partners to drive growth and elevate the o...

Drive financial accuracy and insights as a key member supporting reporting, budgeting and analysis in a collaborative team, engaging with financial statements and expense performance to enhance organi...

Contribute to business growth and client engagement by managing portfolios, advising on investments, and crafting tailored financial plans. This leadership role demands integrity, strategic thinking...

Optimize treasury and liquidity strategies by leading client partnerships, developing complex solutions, and driving revenue growth across financial services while managing cross-functional teams and...

Join a team that drives high-quality legal representation and ethical standards while enhancing performance, managing legal operations, and fostering collaborative relationships with clients and claim...

Shape the future of private banking by building client relationships and ensuring satisfaction through tailored financial solutions, while leading a dedicated team and maintaining compliance and risk...

Discover your potential in a dynamic role where you engage with clients, conduct financial analysis, and prepare strategic materials. Collaborate closely with leadership to drive impactful results acr...

The Path to Advice Associate/AVP role at Morgan Stanley involves supporting the strategy and execution of initiatives aimed at driving new asset and client growth across various segments. The position...

The Associate/AVP in the Path to Advice team at Morgan Stanley will support the strategy and execution of initiatives aimed at driving new asset and client growth across various segments. This role in...