Financial Advisor Jobs in Hauppauge, NY

Build and nurture strong relationships with commercial clients; drive growth through effective communication, risk management, and tailored solutions. Collaborate across departments to enhance client...

Shape the future of investment strategy by leading national consultant relations, driving business growth, and engaging with senior stakeholders to deliver tailored solutions and high-quality proposal...

Unlock potential by leading capital raising initiatives in institutional real estate, focusing on private credit and infrastructure investments while fostering relationships with key investors and dri...

Champion innovative debt investment strategies by leading legal assessments, structuring agreements, and guiding asset management to enhance portfolio performance while collaborating across global tea...

Transform investment strategies and decision-making by engineering AI solutions that integrate advanced analytics and machine learning, driving efficiency and innovation across portfolio management an...

Lead the charge in delivering Oracle Fusion ERP solutions for healthcare clients. Drive projects from implementation to optimization, ensuring effective process design and cross-team collaboration to...

Lead compliance excellence by managing regulatory adherence and risk mitigation in investment banking. Drive policy implementation and uphold supervisory standards while collaborating with internal an...

Join a dynamic, fast-paced team to manage high-net-worth personal insurance accounts. Collaborate closely with clients and colleagues to ensure exemplary service and coverage while maintaining accurat...

Lead and shape financial strategies by managing client relations and projects of moderate complexity while mentoring junior staff to ensure successful program execution and delivery...

Elevate your career by partnering with us to enhance financial forecasting and reporting processes. Leverage your analytical skills to improve business intelligence systems and drive key performance i...

Join a team that supports key executives in managing schedules, travel, and administrative tasks, ensuring efficient workflows and stellar communication. Bring your organizational skills and thrive in...

Transform investment strategies through advanced AI and quantitative solutions. Lead cross-functional collaborations to develop and deploy innovative tools that enhance decision-making, driving effici...

Discover your potential while supporting a dynamic Equity Research team. Engage in financial analysis, primary research, and reporting, helping to shape investment strategies within the Consumer secto...

Drive financial accuracy and compliance as a Senior Accountant. Lead month-end close, maintain internal controls, and support auditors while refining processes. Ideal for proactive self-starters seeki...

Lead the charge in complex accounting processes, ensuring compliance and accuracy while mentoring team members. Engage in financial analysis and support strategic business decisions with your expertis...

Elevate technology solutions by providing expert guidance in complex portfolio architecture. Drive strategic software development, maintain standards across various platforms, and foster collaboration...

Shape the future of capital markets by driving strategic reporting and analysis, connecting business insights with funding strategies to enhance efficiency and collaboration across teams in a dynamic...

Transform the fund accounting landscape by overseeing $42B in assets, driving automation initiatives, and mentoring teams. Collaborate with high-level stakeholders while ensuring compliance and operat...

Deliver impactful solutions as a Product Owner, overseeing product vision and backlog management. Collaborate with cross-functional teams to prioritize tasks and maintain alignment with customer needs...

Optimize project outcomes by leading and mentoring teams to exceed client expectations. Ensure effective execution of deliverables while fostering relationships and process improvements that drive org...

Champion fiduciary excellence by managing accounts, collaborating with specialists, and enhancing client relationships to ensure optimal trust administration and service delivery...

Join a team that's redefining financial reporting systems, collaborating closely with stakeholders to design innovative solutions. Drive modernization efforts utilizing AI and Adaptive Planning while...

Empower clients by managing fiduciary accounts, ensuring service excellence, and collaborating with internal partners. As a key team member, you'll support complex relationships while adhering to fidu...

Optimize commercial fleet growth by identifying and acquiring new business clients through aggressive sales strategies, relationship building, and consultative selling within your territory...

Join a team that's driving innovative Financial Advisory Services and empower CFOs with expert insights on complex accounting and regulatory challenges while leading high-performing teams and fosterin...