Financial Advisor Jobs in Hauppauge, NY

Join the Wealth Management Finance team to lead transformative projects that modernize data and systems. Collaborate with cross-functional partners, manage stakeholder relations, and drive strategic i...

Drive impactful investment analysis by sourcing, underwriting, and evaluating diverse direct investments and third-party managers, collaborating effectively within multidisciplinary teams to ensure op...

Drive impactful business analysis for LoanIQ enhancements, collaborating across teams to optimize workflows, define requirements, document processes, and ensure successful project delivery in the bank...

Elevate your analytical skills by supporting senior analysts through data analysis, financial modeling, and operational problem-solving while developing industry knowledge and client relationships...

Champion cash management and liquidity strategies, ensuring accuracy and compliance in daily transactions while supporting treasury operations and financial planning to enhance corporate cash position...

Unlock potential by managing fund finance transactions with a focus on high-quality credit standards. Enhance underwriting processes, collaborate with credit risk teams, and ensure compliance while en...

Take ownership of enhancing client experiences by connecting prospective clients with suitable financial advisors, ensuring personalized support and trust-building interactions in a dynamic and fast-p...

Unlock potential by joining a dynamic team where you'll build financial models, conduct industry analysis, and prepare client presentations while developing your expertise in Investment Banking during...

Guide small and mid-sized business owners in executing employee ownership sales. Ensure clients understand the financial, legal, and operational impacts, while fostering strong relationships for succe...

Accelerate your career by supporting senior bankers in executing diverse transactions and market analyses. Join a dynamic team that values initiative, creativity, and mentorship while building valuabl...

Explore a dynamic role in debt capital markets, supporting transaction execution, financial analysis, and strategic client engagement in a fast-paced environment. Collaborate across teams to drive mar...

Support and enhance operational infrastructure across diverse credit investments while ensuring effective coordination between investment teams and service providers to drive strategic growth initiati...

Lead the client onboarding and lifecycle activities for institutional clients, ensuring operational excellence and a seamless client experience while managing stakeholder coordination and project exec...

Unlock potential by joining our investment banking analyst program. Collaborate with senior bankers on financial modeling, valuations, and strategic advisory in a demanding and dynamic environment, he...

Engage in diverse accounting activities for clients in various industries. Contribute to month-end close, financial reporting, and audits while utilizing cutting-edge technology. Collaborate with clie...

Elevate your career by collaborating with internal and external partners to ensure smooth cash management and operational efficiency within fixed income portfolios while delivering exceptional client...

Help us drive success by leading and developing Account Executives in our West Region. You'll execute regional strategies, foster growth, and enhance client outcomes, ensuring the team's performance a...

Join a team that's dedicated to delivering premium IT support in a fast-paced environment. You'll play a key role in optimizing SaaS platforms, managing client migrations, and ensuring seamless operat...

Empower transactions by managing acquisition, disposition, and financing logistics. Ensure seamless execution by tracking deadlines, coordinating parties, and mitigating issues, enabling leadership to...

Unlock potential by taking ownership of client relationships and delivering high-quality investment services. Collaborate with senior consultants to manage investment objectives, asset allocation, and...

Transform strategic growth through acquisitions and corporate partnerships. Drive thorough financial analysis, conduct industry research, and support executives in executing transactions that enhance...

Unlock potential by driving financial performance across a portfolio of clinics. Collaborate with stakeholders to create insights, optimize margins, and implement AI-driven solutions while ensuring ac...

Provide analytical support for infrastructure fund investments, focusing on financial modeling, due diligence, and transaction execution across renewable and operational assets. Collaborate with diver...

Drive success by managing private equity-backed corporate credit portfolios, engaging with stakeholders, and conducting financial analyses. Collaborate to ensure effective underwriting, monitoring, an...

Advance your career as a financial strategist, building essential FP&A infrastructure for a clinical-stage organization transitioning to commercial operations. Collaborate with R&D and leadership to d...