Financial Advisor Jobs in Hauppauge, NY

Take ownership of driving growth in Healthcare Practice Finance by independently identifying new clients, building a strong COI network, and delivering tailored financial solutions that foster loyalty...

Transform financial management by overseeing daily operations, ensuring compliance, and guiding strategic decision-making. Collaborate with leadership to enhance organizational sustainability and supp...

Optimize investment strategies by conducting detailed financial analysis, managing reports, and supporting product development in a dynamic banking environment. Contribute to nationwide expansion whil...

Elevate your career by leading financial system solutions as a senior manager. Collaborate with business leaders to implement Workday, ensuring effective data integration and optimization across diver...

Engage in advanced financial analysis and policy guidance to enhance investment management insights. Leverage data analytics for rulemaking, examinations, and compliance support, collaborating to info...

Empower strategic financial initiatives by developing insights and frameworks that facilitate key investments and decision-making, all while collaborating with diverse teams in a dynamic, high-growth...

Transform marketing strategies by leveraging data analytics to optimize campaign performance, drive ROI, and enhance customer engagement across multiple departments while mentoring junior analysts and...

Drive strategic cash and liquidity management initiatives while ensuring compliance, optimizing banking relationships, and leading treasury operations. Collaborate internally and externally to deliver...

Partner with us to deliver outstanding client experiences, ensuring timely responses to investor inquiries. Manage documentation and compliance while coordinating capital activities in a fast-paced fi...

Manage and grow treasury revenue for Fortune 500 clients, delivering tailored solutions by collaborating with cross-enterprise partners. Drive strategic growth while maintaining a strong client-focuse...

Unlock potential by cultivating client relationships and driving sales growth. Manage the entire sales cycle for enterprise software solutions in investment management. Collaborate cross-functionally...

Build compelling investment strategy communications and deliver portfolio analysis. Collaborate with teams across asset classes and investment vehicles to produce tailored content and effective presen...

Make your mark at the forefront of institutional sales by driving new business, building strong client relationships, and delivering innovative solutions in a dynamic, fast-paced environment that fost...

Join a dynamic team as you lead complex financial instrument valuations. Take ownership of fair value engagements, mentor junior analysts, and ensure compliance with accounting standards while ensurin...

Shape the future of financial operations by leading complex analyses and ensuring accuracy in reporting. Collaborate with diverse teams to drive performance and implement improvements across multiple...

Lead transformative finance initiatives, shaping operations with AI and analytics. Partner closely with C-suite to establish a modern finance model that fosters collaborative change across teams and d...

Champion relationships with affluent clients, providing tailored banking strategies. Execute growth initiatives by understanding customer needs, promoting products, and collaborating with internal tea...

Collaborate with project teams to analyze business models, conduct research, and present findings. Contribute to rigorous analysis and refinement of strategies while developing skills through direct c...

Help us empower clients in the financial services sector by enhancing processes and governance. Engage in internal audits, compliance testing, and provide actionable insights to drive improvements acr...

Help us drive client satisfaction by implementing innovative equity and financial wellness solutions. Collaborate with cross-functional teams while managing projects to ensure timely delivery and exce...

Unlock potential by originating and executing syndicated loans while managing market insights and client relationships within a dynamic capital markets environment. Collaborate with teams to provide i...

Drive financial excellence in Project Finance by supporting deal structuring, underwriting, and analysis. Collaborate with senior team members to manage projects and enhance skills in financial modeli...

Unlock potential by managing and coordinating all phases of mediation. This role requires exceptional organizational skills and the ability to prioritize complex administrative tasks while providing e...

Join a team that's shaping the future of global health financing by developing sustainable investment strategies that enhance national health systems. Drive impactful solutions and collaborate with co...

Empower financial solutions by partnering with a Regional Director to drive sales efforts, build client relationships, and support IBDs, while managing a dynamic pipeline for success in a collaborativ...