Financial Advisor Jobs in Hauppauge, NY

Drive your career with a pivotal Senior Manager role, focusing on FP&A functions and supporting key business units through advanced analysis, forecasting, and strategic insights to enhance financial s...

Champion scalable data models that enable enterprise analytics and AI. Collaborate with cross-functional teams to translate business needs into effective data structures while aligning with governance...

Join a dynamic team as you coach and develop Wealth Management associates, enhancing client relationships and driving comprehensive financial solutions. Collaborate to support client-centric practices...

Transform client relationships and elevate Wealth Management associates’ skills through comprehensive coaching. Collaborate to implement client-centric strategies, ensuring tailored financial solution...

Manage complex, high-net-worth investment portfolios, crafting tailored strategies. Drive client retention, engage in proactive communication, and mentor teams while ensuring compliance and risk manag...

Join a dynamic team supporting strategic fundraising and client service initiatives, where you will collaborate across departments, manage investor data, and enhance processes to drive exceptional cli...

Lead and inspire a sales team to exceed targets while fostering growth. Develop strategic sales plans, enhance client relationships, and analyze market trends for innovative opportunities that drive s...

Transform the recruitment landscape by leading a remote team of Strategic Growth Associates. Elevate our advisor recruitment efforts, optimize sales cycles, and drive operational excellence to attract...

Empower your career as you lead a dynamic team managing the financial operations of ETFs and mutual funds. Drive compliance, oversee financial reporting, and mentor team members while fostering client...

Lead a dynamic team in financial administration for diverse investment clients, ensuring compliance and accuracy within a challenging environment. Collaborate across departments to deliver high-qualit...

Optimize your career by leading a dynamic team overseeing financial and compliance operations for ETFs and mutual funds, driving success through strategic management and mentorship while ensuring adhe...

Inspire your financial expertise to drive compliance and operational excellence for various fund clients, overseeing budget management, financial reporting, and team mentorship in a dynamic environmen...

Champion the administration of funds while ensuring compliance and financial accuracy. Lead a dynamic team, engage with clients, analyze budgets, and navigate regulatory requirements in a rewarding fi...

Contribute to strategic financial leadership in managing technology investments, ensuring disciplined decision-making, optimizing capital allocation, and aligning financial plans with enterprise objec...

Partner with leaders to drive strategy and impact as a key financial advisor, overseeing budgeting, forecasting, and strategic planning. Collaborate with executives and business units to provide insig...

Unlock potential by developing and managing lending relationships, generating loan requests and optimizing portfolio performance while minimizing risk in a connected mobile work environment...

Discover a pivotal leadership role where you drive strategic initiatives for structured investments, enhance client relationships, and develop innovative solutions within a dynamic technology platform...

Partner with us to deliver expert transaction advisory services, leveraging your financial acumen to analyze performance and provide crucial insights for clients navigating complex deals across divers...

Pioneer impactful partnerships in the credit card ecosystem to enhance customer experiences and promote business growth through strategic collaboration and analysis...

The IT Sr. Project Manager is responsible for driving maturity and continuous improvement within the organization. This role involves collaborating with business units and technology teams to ensure p...

Shape the future of cash management by defining product strategy and delivering innovative solutions that enhance advisor and client experiences, driving efficiency for the financial ecosystem in a fa...

Elevate your career by building operational infrastructure and enhancing performance management in a pivotal leadership role that drives strategic growth while aligning resources, insights, and profit...

Drive excellence in Fund Accounting while managing complex financial records and NAV processes. Collaborate with teams to ensure accurate reporting and adherence to regulations, all while enhancing pr...

Contribute to the NAI team by providing vital analytical support to sales initiatives, enhancing client experiences in the asset management sector while collaborating with multiple stakeholders to dri...

Drive comprehensive financial reporting and advisory services for diverse real estate portfolios. Collaborate with teams to ensure GAAP compliance, oversee client interactions, and enhance reporting a...