Financial Advisor Jobs in Hauppauge, NY

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of var...

Engage to deliver top-tier investment research and bespoke advisory for High-Net-Worth clients. Drive actionable strategies in equities and derivatives, enhance client relations, and produce insightfu...

Lead the charge in managing investment accounting for a $7.6 billion endowment. Collaborate with internal and external partners, ensure timely financial transactions, and uphold financial controls whi...

Drive analysis of financial statements to enhance credit risk management, evaluate exposures, and ensure legal compliance while collaborating across departments to navigate complex issues and support...

Unlock potential by analyzing and transforming mortgage business strategies, evaluating operations, and collaborating with senior leaders to drive executive-level recommendations for sustainable growt...

Transform financial outcomes for executives by delivering tailored wealth management strategies, optimizing workplace benefits, and fostering long-term relationships. Leverage expertise in financial p...

Transform client reporting by leading portfolio functions, ensuring accuracy and timeliness in using advanced systems. Collaborate with new advisors for seamless integrations and maintain processes fo...

Elevate business growth by managing strategic relationships with financial professionals. Collaborate with a Regional Vice President to enhance partner engagement and drive new opportunities in a dyna...

Design and build our finance operating system, transforming manual processes into scalable, auditable systems. Set standards and controls for financial accuracy, while enhancing in-house accounting ca...

Shape the future of wealth management by supporting client onboarding, preparing financial reports, and enhancing client experiences while developing essential skills in a collaborative, detail-orient...

Collaborate with a dynamic team to provide legal counsel on complex alternative investments, navigating regulatory landscapes while directly influencing transaction strategies and investor relations i...

Join a dynamic team as a Senior Investment Strategy Analyst, leveraging deep capital markets expertise to drive strategic solutions, enhance advisor relationships, and support client acquisition in a...

Join a dynamic team focusing on M&A, capital markets, and advisory transactions. Play a vital role in driving client success through strategic finance solutions while collaborating closely with senior...

Shape the future of finance as you support critical deal execution, financial analysis, and client management. Join a dynamic team where you will hone your skills in a comprehensive graduate training...

Lead consumer insights initiatives to enhance marketing strategies and drive business growth. Collaborate across teams, translating analytics into compelling narratives while managing research project...

Transform employee benefits administration by supporting daily operations, resolving inquiries, managing data, and ensuring compliance. Collaborate with teams and vendors for a seamless experience whi...

Reimagine the employee experience by managing benefits administration, ensuring compliance, and enhancing communication. Collaborate across teams to resolve issues and support well-being initiatives f...

Unlock potential by leading legal initiatives in finance and investments. Manage documentation, ensure compliance, and support senior management in navigating complex regulations to enhance business o...

Contribute to the financial operations by preparing and reviewing portfolio accounting, fund structures, and stakeholder communications, while ensuring compliance and accuracy in financial reporting...

Empower strategic decision-making by analyzing market trends and performance metrics. Collaborate with leadership to deliver actionable insights and lead initiatives that enhance business analytics ac...

Champion the placement process by analyzing client risks, supporting quotes, and developing business strategies to enhance team outcomes. Collaborate with various departments to deliver superior servi...

Unlock potential by driving sales in financial services, engaging high-net-worth prospects. Lead a territory from home with robust support and resources to showcase our wealth management solutions. No...

Empower S&C operations through effective analysis and strategic tech solutions, streamlining settlement, clearing, and middle office functions to drive efficiency and optimize processes in a fast-pace...

Drive financial strategy by building forecasts, analyzing trends, and fostering cross-team collaboration to achieve business goals and enhance decision-making across the organization...

Unlock your potential by enhancing capital models and analytics to support regulatory reporting, capital forecasting, and strategic initiatives. Collaborate across functions to provide actionable insi...