Financial Advisor Jobs in Hauppauge, NY

Pioneer client portfolio management by crafting strategies, performing asset allocation, and ensuring compliance, all while engaging with clients to secure tailored solutions and optimize investment o...

Unlock potential by leading fundamental research in the non-agency mortgage sector, shaping portfolio strategies, and delivering alpha through expert analysis of residential mortgage credit and market...

Lead the charge in managing onboarding projects for hedge funds and asset managers, ensuring smooth trade execution and fostering collaboration across teams. This hybrid role emphasizes innovation and...

Lead the charge in commercial growth and people leadership within a key global segment. Oversee strategic client relationships, enhance client experiences, and foster high-performing teams, while coll...

Lead the charge in expanding ultra-high-net-worth client relationships by driving business growth and providing tailored solutions through strategic networking and collaboration within a dedicated wea...

Manage software development lifecycle (SDLC) coordination and testing for Medicaid implementation efforts. Collaborate with stakeholders to develop clear business requirements and ensure operational r...

Unlock potential by creating and publishing insightful equity research, collaborating with senior analysts and engaging with C-suite executives while delivering top-tier investment recommendations to...

Shape the future of asset management by driving ETF adoption and revenue growth. Collaborate with teams to develop strategic partnerships and lead a high-performing sales team, ensuring effective dist...

Elevate your career as a leader in regulatory and financial reporting controls. You will shape governance frameworks and collaborate with internal teams to ensure compliance, improve processes, and su...

Lead the charge in managing a diverse portfolio of mid-to-large clients, driving business growth through exceptional relationship management, strategic account development, and tailored insurance solu...

Partner with us to elevate investor relations by supporting relationship managers, coordinating due diligence, and customizing reporting. Bring your detail-oriented approach to our fast-paced alternat...

Champion your career by providing strategic legal guidance to broker-dealers and investment advisory businesses. Engage with key stakeholders while ensuring compliance with federal and state securitie...

Join a dynamic team to drive M&A growth by aligning local strategies with global business development initiatives, building relationships, and executing targeted campaigns to engage clients and maximi...

Unlock your potential as a specialist supporting Financial Advisors with hedge fund products, forging relationships and driving client success for high-net-worth and institutional clients, and present...

Analyze and manage a diverse loan portfolio, ensuring sound credit decisions and maintaining strong customer relationships. Champion asset quality assessments while providing strategic insights on mar...

Shape the future of accounting advisory services by managing client engagements, providing technical expertise, and fostering business development to enhance practice performance and client success...

Engage in high-impact advisory roles, providing tailored strategies and solutions for institutional investors navigating the complex private capital landscape, focusing on liquidity and portfolio mana...

Join a dynamic team to support strategic liquidity solutions for institutional investors, focusing on LP-led secondary market advisory, financial modeling, and extensive market analysis, while collabo...

Lead insightful credit underwriting decisions, ensuring thorough analysis and compliance in transaction structuring. Collaborate with cross-functional teams to assess risk and drive sound financial st...

Deliver thoughtful underwriting decisions, build trusted relationships, and contribute to continuous improvement in an empowering environment where your expertise makes a significant impact on the org...

Build and manage institutional client portfolios, ensuring robust asset allocation and risk management. Collaborate with internal teams and clients to deliver strategic investment solutions and contri...

Unlock potential by engaging in impactful projects that enhance governance and improve processes. Collaborate with clients to identify control gaps and deliver insightful recommendations while managin...

Engage in fund accounting processes, ensuring accuracy and operational excellence while collaborating with external auditors and leveraging technology for reporting and valuation validation...

Contribute to the accuracy and integrity of fund accounting processes, ensuring operational excellence in innovative retirement investment solutions through detailed reviews, audits, and compliance wi...

Engage with clients to deliver exceptional mortgage solutions while building a robust referral network. Drive personal and branch success through proactive relationship management and outstanding cust...