Financial Advisor Jobs in Hauppauge, NY

Elevate our acquisition strategy by leading M&A processes and negotiations. Collaborate cross-functionally to identify opportunities and integrate acquired practices. Drive growth through strategic pa...

Drive financial excellence by collaborating across teams to enhance planning and reporting processes. This role blends detailed analysis with strategic insight, offering visibility into key leadership...

Drive impactful ESG advisory projects while leveraging data analysis and insights. Collaborate with clients to enhance sustainability initiatives and support due diligence engagements as part of a dyn...

Champion tax compliance by preparing complex federal and state returns for high-net-worth clients, managing workflows, and collaborating with senior professionals for effective client delivery and com...

Champion effective risk management at the institutional level by partnering with key stakeholders to assess and mitigate risks across multiple business divisions, ensuring compliance in a dynamic fina...

Support strategic financial initiatives by analyzing key metrics and forecasting financial performance. Collaborate with cross-functional teams to deliver insights, drive business performance, and enh...

Join a dynamic team to drive investment analysis and management in the mining sector, overseeing financial modeling, due diligence, and portfolio performance with direct exposure to senior leadership...

Drive strategic asset management initiatives to maximize real estate value and performance across a diverse portfolio, through financial analysis, reporting, and market monitoring in a dynamic environ...

Develop strategic relationships with distribution partners to expand platform access, enhance product placement, and enable sales growth while managing due diligence and providing market insights for...

The Manager - Financial Advisory Services will oversee client engagements in financial consulting, analysis, and M&A, ensuring timely and accurate delivery of services. This role requires strong commu...

Shape the future of finance strategy by partnering with executives to drive impactful financial models, strategic analyses, and investor communications in a dynamic, fast-paced environment focused on...

Partner with us to support the U.S. Controller, leading financial reporting, governance, and strategic finance initiatives for Bank Subsidiaries while driving talent development and operational effici...

Join a team that's revolutionizing private market investments by sourcing, screening, and monitoring diverse opportunities in real estate debt, private credit, and third-party funds while leveraging A...

Optimize financial insights by partnering with senior leaders to enhance decision-making, reporting, and planning processes. Drive data quality improvement and elevate the Finance team's analytical ca...

Join a team that's dedicated to delivering exceptional financial guidance and client solutions. As a key player, you'll manage client relationships, achieve sales targets, and ensure compliance with i...

Elevate your career by leading a team to optimize workplace strategies for large corporate clients. Drive real estate advisory services, mentoring, and operational excellence while fostering collabora...

Join a dynamic team to optimize buy-side investment processes through AI. You'll leverage deep domain expertise to drive client adoption, shape product development, and influence the future of credit...

Engage as a Portfolio Analyst to develop impactful client materials and manage multiple projects. Collaborate with cross-functional teams to support client relationships and enhance communication for...

Transform client experiences by leading strategic engagements, ensuring satisfaction and retention while driving growth through effective project delivery and strong partnerships with key stakeholders...

Engage in building a premier analytics function, influencing investment performance reporting across diverse asset classes, and collaborating with senior leadership. This pivotal role demands technica...

Deliver exceptional client service and drive renewal processes while collaborating with teams in a dynamic, fast-paced environment. Leverage your expertise in financial services to support business gr...

Join a team that's driving growth in private wealth solutions through innovative marketing strategies that engage financial advisors and wealth platforms, enhancing brand awareness and client relation...

Transform asset management legal operations by negotiating agreements and providing strategic legal support. Collaborate with diverse teams in a fast-paced environment to drive compliance and innovati...

Drive impactful investments in affordable housing through detailed analysis, financial modeling, and effective stakeholder communication while supporting a lead officer in transactions across diverse...

Collaborate to enhance business systems efficiencies and support critical applications. Analyze data issues, implement solutions, and partner with teams to drive impactful technology initiatives in a...