Financial Advisor Jobs in Hauppauge, NY

Lead strategic account management by nurturing key relationships, identifying new business opportunities, and coordinating efforts across teams to enhance client engagement and support the growth of a...

Unlock potential by analyzing complex business requirements in financial services. Collaborate with application and engineering teams, drive data analysis, and support stakeholders to achieve project...

Elevate business analysis in capital markets by collaborating with stakeholders, analyzing data needs, and ensuring alignment with technical teams to achieve project goals and deliver optimal solution...

Unlock potential by leading a high-performing remote sales team, driving revenue and operational excellence while empowering agents through hands-on coaching and strategic insights to enhance performa...

Lead the talent acquisition strategy for investments, managing a high-performing team to enhance hiring outcomes while consulting with executives to align workforce needs with business growth...

Elevate your career by conducting in-depth research and analysis in the Mid-Cap Bank sector. Collaborate with a team to create insightful reports while developing strong industry relationships and ref...

Shape the future of underwriting by managing complex life applications, enhancing processes, and driving profitability while ensuring compliance and creating high-quality service standards within a fl...

Take ownership of sophisticated tax compliance processes, leading initiatives for high-net-worth clients while managing a team and collaborating cross-functionally to ensure strategic tax planning and...

Pioneer sophisticated tax strategies and compliance for high-net-worth clients. Oversee tax operations, liaise with diverse teams, and manage external advisors to enhance family office initiatives and...

Shape the future of retirement plan administration by leveraging your actuarial expertise to enhance software solutions, drive compliance, and deliver unrivaled support to clients in the small plan ma...

Shape the future of our small business underwriting by assessing risks, determining profitability, and crafting competitive insurance solutions to enhance growth and retention within a dynamic environ...

Transform late-stage oncology product strategy by leading cross-functional teams to optimize asset value, ensuring alignment and executing plans for commercial success and scientific credibility throu...

Engage with high-net-worth clients to manage fiduciary and investment accounts. Drive business development while ensuring compliance. Collaborate with teams to deliver tailored wealth planning solutio...

Pioneer operational excellence by leading a high-performing team, enhancing client service, and driving technology adoption in liquidity fund management while ensuring regulatory compliance and seamle...

Unlock potential by driving growth strategies and executing compelling content across digital channels. Enjoy high autonomy in a fast-paced environment, leveraging AI to enhance brand awareness and de...

Transform capital markets advisory for real estate clients by leading complex financial analyses and strategic planning, while collaborating with senior management and stakeholders to deliver exceptio...

Pioneer the growth of our US market as the first Account Executive, leveraging existing relationships with major corporations. Drive sales and build strategies while collaborating on product evolution...

Contribute to retirement plan sales by partnering with advisors, guiding them on practice management, and optimizing service models. Develop strong relationships and provide actionable insights to dri...

Support the US financial performance management team in analyzing financial and strategic data across various US businesses to enhance performance reporting and drive strategic initiatives. Partner in...

Contribute to the management of complex tax compliance for high-net-worth individuals and entities. Conduct tax research, advise on strategies, and ensure regulatory compliance while building relation...

Support families in navigating care decisions as a Client Services Advisor. Utilize your clinical knowledge and empathy to manage inquiries, maintain records, and ensure seamless internal communicatio...

Lead the charge in providing legal guidance to banks and trust companies, ensuring compliance and support for both commercial and consumer lending practices while managing regulatory risks effectively...

Engage in dynamic legal counsel for regulated banks and trust services. Collaborate with compliance teams to handle commercial lending, contracts, and regulatory risks while ensuring client interests...

Unlock potential by driving revenue and cultivating relationships within the fintech sector. Lead strategic sales efforts across your territory while exceeding goals, executing consultative sales, and...

Lead the development and enhancement of quantitative models for pricing and risk in Muni Derivatives and Spread Products, employing advanced mathematical techniques and collaborating with cross-functi...