Financial Advisor Jobs in Hauppauge, NY

Drive the full lifecycle of finance and accounting engagements while managing client relationships, utilizing technical expertise, and contributing to business development as part of a leadership team...

Lead the charge in delivering expert tax and financial advisory services, managing engagements from proposal to execution, ensuring client satisfaction while identifying risk and compliance issues wit...

Transform client finance and accounting functions by managing engagements, optimizing processes, and delivering strategic solutions. Lead client interactions, oversee teams, and drive business develop...

Join a high-impact team managing enterprise client relationships in financial services, driving platform adoption and revenue growth while collaborating across teams to enhance client success and deli...

Contribute to impactful equity research for institutional clients by analyzing market trends, developing investment theses, and delivering actionable insights to drive client success and strategic fin...

Create and oversee complex financial analyses to support strategic decision-making, lead cross-functional projects, and enhance budgetary equity within NYCPS. Drive innovation in financial practices...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

Engage with diverse pharma and life sciences clients, leveraging industry expertise to drive client strategies, manage relationships, and enhance PNC's market presence while executing complex financia...

Drive growth by developing global client relationships in insurance services, leading transactions, and mentoring teams to achieve excellence in execution and strategic advice for financial institutio...

Advance your career by leading critical deal teams, shaping client strategies, and driving impactful transactions within Corporate Finance; perfect for strategic thinkers and proven leaders looking to...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Grow your career with a dynamic sales team driving innovation in wealth management. As an Account Executive, you'll execute territory plans, engage decision-makers, and lead the sales cycle for our cu...

Transform the legal landscape in equity finance by advising senior executives, negotiating key agreements, and navigating complex regulations. Join a dynamic team driving legal clarity and innovation...

Drive client success by providing strategic financial advisory and capital raising solutions. Collaborate with teams to manage M&A transactions and guide clients through complex financial processes, e...

Join a team that's committed to providing expert tax advisory services to nonprofits. Engage with clients directly, mentor talented staff, and contribute to their missions while developing your expert...

Support the Americas Client Service team in delivering exceptional service for Separately Managed Accounts. Collaborate with multiple departments to ensure seamless client experiences while managing t...

Drive financial analysis for real estate strategies, utilizing modeling skills to support client decisions in a dynamic, collaborative environment, while developing presentations and insights for top...

Grow your career with a dynamic team driving impactful strategies for growth and partnerships. Engage with stakeholders to develop and execute initiatives that enhance market presence and revenue acro...

Drive operational excellence by transforming complex workflows into AI-driven solutions, collaborating with clients to enhance their financial services. Lead consulting engagements from discovery to e...

Lead the charge in business growth by leveraging consultative sales skills to build relationships, develop strategic sales plans, and exceed targets within your designated territory, focusing on compa...

Take ownership of due diligence processes for private equity investments, analyzing opportunities, preparing reports, and monitoring performance. Collaborate with stakeholders and enhance investment s...

Take ownership of regulatory reporting and fund administration activities for over 300 funds. Validate, analyze, and streamline data collection while collaborating with internal teams and external par...

Lead the charge in cultivating and managing institutional client relationships while optimizing service processes and driving business strategies for exceptional client experiences within a dynamic fi...

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Seeking an experienced compliance leader to oversee regulatory initiatives for registered funds, working collaboratively with various teams to ensure adherence to the Investment Company Act, while man...