Financial Advisor Jobs in Hauppauge, NY

Join a team that's redefining innovation in insurance investment banking. Lead creative partnerships, enhance product returns, and manage a talented team while advising clients on strategic market ini...

Execute the management and execution of investment portfolios, ensuring optimal trade execution and risk management while enhancing client onboarding and service across diverse asset classes in a fast...

Drive financial insight by developing models and analyses that support strategic decision-making, ensuring alignment between forecasts and business performance across various functions including Sales...

Unlock potential by joining a dynamic healthcare fund that focuses on biotechnology and pharmaceuticals. Conduct in-depth research and analysis, drive investment recommendations, and collaborate withi...

Drive client engagement as a Financial Consultant Partner, collaborating with seasoned advisors to nurture relationships and support a growing wealth management practice while seizing business develop...

Lead the charge in providing tailored financial planning and investment advice for high-net-worth clients. Utilize your expertise to enhance client relationships and drive business growth in a dynamic...

Transform your career by driving project success and enhancing application development. Collaborate with cross-functional teams, analyze data, and contribute to innovative solutions while ensuring top...

Optimize financial operations by managing accounting policies, month-end closings, and regulatory reports while ensuring compliance and accuracy in a dynamic broker-dealer environment...

Join a team that's shaping financial excellence by managing accounting operations, ensuring compliance, and driving insight through analysis. Your contributions will influence key decisions within a d...

Engage with our legal and compliance teams to drive strategic improvements, ensuring adherence to compliance policies and regulations. Contribute to enhancing operational processes and support a cultu...

Serve as a proactive Private Wealth Advisor, enhancing client relationships through personalized financial planning and strategic oversight, ensuring a seamless and engaging client experience within a...

Support strategic growth by driving structured investment adoption across large enterprise RIA firms, serving as a key liaison among clients, internal teams, and partners to enhance platform effective...

Join a team that's dedicated to providing strategic retirement plan consulting services, ensuring compliance and education while delivering exceptional client support and oversight across various reti...

Elevate your career by joining a dynamic team driving financial success. Utilize your expertise in real estate finance to analyze transactions, collaborate with clients, and build financial models, al...

Help us inspire clients by providing tailored wealth management advice, building relationships, and developing personalized investment strategies to achieve financial goals while ensuring compliance a...

Lead the charge in expanding our Private Client services by coaching a skilled team of Relationship Managers to achieve sales and client satisfaction, while strategically driving market growth and enh...

Champion exceptional service delivery by managing client requests, advocating for needs, and fostering team collaboration in a dynamic, hybrid work environment to ensure client satisfaction and operat...

Lead a dedicated client practice team to deliver tailored financial advice that empowers moderate- to high-net-worth clients in achieving their long-term financial goals through strategic, proactive e...

Drive the expansion of the U.S. insurance franchise through strategic advisory and client engagement, enhancing BBVA’s market position and overseeing multifaceted advisory transactions while mentoring...

Drive compliance excellence by overseeing investment rules within Bloomberg AIM. Ensure adherence to regulations across ETF trading, enhance compliance processes, and collaborate with diverse teams fo...

Join a dynamic team of Financial Consultants, providing wealth management and planning advice to existing clients, while growing your practice through networking, relationship-building, and client ref...

Accelerate progress at a leading firm by driving M&A transaction execution across diverse industries. You will foster client relationships, mentor teams, and enhance our product offerings while naviga...

Join a team that's empowering clients through strategic benefit solutions. As a lead consultant, you'll cultivate client relationships, negotiate contracts, and mentor junior staff, enhancing satisfac...

Collaborate with Wealth Strategists to enhance high-net-worth client experiences through expert guidance in wealth transfer, tax, and estate planning while providing educational support and direct con...

Support our North America Tax Team by ensuring accurate, timely US tax reporting. Collaborate with internal teams and external advisers, analyze data, and help strengthen compliance processes while ma...