Financial Advisor Jobs in Hauppauge, NY

Transform client transactions by leading complex financings across capital markets. Leverage industry expertise to ensure compliance and execute strategic objectives while mentoring junior staff and n...

Help us support our clients' investment needs by delivering exceptional service in a fast-paced, collaborative environment. Collaborate with our Investor Relations team to enhance user experience and...

Partner with us to manage client engagements, ensure quality deliverables, and develop strong relationships, while leading and mentoring a team to achieve excellence and drive new business opportuniti...

Champion strategic financial engagements by leading teams in modeling, analysis, and advisory. Drive client success through expert insights for CFOs in diverse industries, while mentoring future leade...

Lead strategic client engagements in corporate finance, enhancing decision-making through data-driven insights and financial expertise across various industries...

Join a team that's dedicated to conducting operational due diligence on diverse investment funds. Collaborate with fund managers, analyze financial documents, and create detailed reports while leverag...

Lead transformative initiatives at the intersection of finance and technology, driving successful Workday Adaptive Planning implementations and optimizing financial reporting for diverse clients while...

Advance your career by overseeing project management for facilities, ensuring tenant satisfaction and compliance with environmental standards, while coordinating resources and budgets effectively to m...

Elevate the analyst development experience by managing programming focused on investor learning and career growth. Collaborate closely with analysts to enhance their skills and engagement through tail...

Lead investment analysis for diverse portfolios, ensuring optimal performance and compliance. Collaborate with Portfolio Managers to execute strategies and deliver detailed reporting, driving informed...

Drive financial excellence by analyzing investment and insurance accounts, ensuring accuracy, and optimizing reporting processes while supporting strategic financial decision-making in a dynamic hybri...

Elevate business capabilities by translating strategies into measurable outcomes. Own initiatives from concept to delivery while collaborating with cross-functional teams to ensure impactful results a...

Lead the charge in comprehensive investment banking activities, driving M&A, capital raises, and advisory services while nurturing client relationships and mentoring junior bankers to achieve operatio...

Execute advanced financial modeling and market analysis to drive high-stakes investment sales in multifamily and mixed-use assets. Collaborate with clients and teams to enhance transaction support, de...

Unlock potential by managing complex multi-stakeholder relationships with intermediary platforms, driving strategic growth across diverse investment channels. Leverage unmatched product knowledge and...

Accelerate financial stewardship and operational excellence at the Ed Center by leading strategic budgeting, data-driven decision making, and fostering collaboration among diverse teams to ensure comp...

Unlock potential by supporting the Medical Stop Loss team with RFP management, administrative tasks, and customer relations. Collaborate with sales and ensure compliance while driving high customer sa...

The Technical Architect-Salesforce is responsible for designing and building the technical architecture of the Salesforce platform, overseeing development, and ensuring adherence to coding practices...

Join a dynamic team to enhance client relationships, drive service excellence, and manage key accounts in the alternative asset management sector while fostering growth through strategic sales and imp...

Transform the online client experience by leading Home Loans' digital strategy and tools, ensuring seamless delivery and alignment with user needs while driving innovative solutions for enhanced perfo...

Lead the charge in executing M&A and capital funding for MedTech clients, driving detailed financial models and client presentations while collaborating with cross-functional teams to deliver innovati...

Join a team that's focused on delivering strategic financial solutions, guiding clients through M&A and ECM transactions while harnessing analytical skills and relationship-building to drive growth an...

Drive business growth in the Southeast by fostering relationships with advisors through effective training, territory management, and strategic sales initiatives. Utilize expertise to enhance asset gr...

Champion the evolution of Wealth Services by delivering innovative solutions that enhance client experience and streamline operations across diverse teams. Drive strategic initiatives that align busin...

Inspire growth by leading the Prime Services arm, developing client relationships with institutions, and enhancing product offerings while managing a dynamic team focused on securities finance and hed...