Financial Advisor Jobs in Hauppauge, NY

Strategize client insurance solutions for high-net worth individuals. Conduct reviews, manage risks, and negotiate with carriers to optimize coverage and costs while ensuring exceptional service and r...

Lead the Structured Investments team in managing partner relationships, enhancing the platform, and executing business strategies to drive growth and innovation across the financial market ecosystem...

Transform the structured investments landscape by nurturing key partnerships, enhancing platform solutions, and driving strategic initiatives. Play a vital role in delivering exceptional client experi...

Unlock potential by joining a dynamic FP&A team to drive insights and strategic decisions across finance operations, leveraging advanced technologies and tools in a fast-paced investment management en...

Champion financial clarity and strategic insights for corporate planning and investment evaluation, utilizing advanced analytics to enhance operational decision-making across a diverse North America o...

Discover strategic opportunities as a Business Development Manager, leading initiatives to drive growth and enhance client relations within the Securities and Financial Services sector while collabora...

Lead a dynamic team to develop and implement innovative business strategies, driving growth across financial services sectors while managing client relationships and collaborating on targeted marketin...

Lead strategic project finance initiatives within the Energy & Power sector by originating, structuring, and executing complex transactions. Build relationships, guide teams, and mentor staff to enhan...

Create strategic financial solutions by leading M&A transactions, mentoring junior staff, and enhancing client relationships. Collaborate within a high-performing team to drive business development an...

Unlock financial insights by leading budgeting, forecasting, and performance analysis. Collaborate with Operations and HR to enhance reporting quality, supporting strategic decisions and acquisitions...

Unlock potential by leading and developing a client-focused team, ensuring high-touch service quality and operational efficiency for high net worth clients across multiple branches while driving perfo...

Grow your career with a dynamic team that leads client associates, manages service workflow, and ensures high-touch client service for high net worth individuals while overseeing branch operations and...

Lead the charge in driving business development within the insurance sector, focusing on strategic partnerships and client engagement to achieve revenue growth and market presence. Foster long-term cl...

Collaborate with Senior Bankers to deepen client relationships while delivering tailored financial solutions for key North American insurance and financial sponsors. You will drive transaction origina...

Drive impactful transactions in the Consumer & Retail sector by leading financial analyses, managing client relationships, and delivering strategic solutions in a fast-paced investment banking environ...

Elevate your career by leading a dynamic team to underwrite profitable national accounts in the liability sector, fostering client relationships while driving strategic initiatives and achieving busin...

Unlock potential by joining our Strategy team. Collaborate with executives to tackle impactful initiatives that drive long-term business performance through analysis, research, and strategic support...

Contribute to strategic initiatives by providing analytical and research support, building financial models, and delivering compelling presentations to enhance business performance and influence long...

Engage with private equity firms to drive revenue growth through innovative ownership management solutions. Own the sales lifecycle from prospecting to closing, and serve as a trusted advisor to custo...

Lead strategic acquisitions and partnerships to drive growth initiatives, collaborating with cross-functional teams and managing due diligence for impactful financial transactions that align with long...

Accelerate excellence in investor relations through collaborative content stewardship, ensuring consistent marketing, compliance, and onboarding processes across real estate and credit platforms, whil...

Join us to execute risk-based branch exams across the U.S., ensuring compliance with SEC and FINRA regulations. Conduct thorough assessments, document findings, and communicate results effectively to...

Drive comprehensive financial planning and investment strategies for senior executives, ensuring alignment with their unique goals. Oversee relationship management and business growth while delivering...

Shape and enhance referral programs to align with business goals, streamline lead management, and improve organizational effectiveness through strategic insights and collaboration with stakeholders...

Lead the charge in developing robust software applications that empower users and enhance business processes. Collaborate with stakeholders to create scalable, secure, and efficient technology solutio...