Financial Advisor Jobs in Hauppauge, NY

Champion strategic financial planning by managing budgeting and analytics, partnering with cross-functional teams to deliver actionable insights, forecasting accuracy, and enhanced reporting capabilit...

Champion estate planning strategies for high net worth clients, collaborating independently with advisors and managers nationwide. Provide legal insights while leading a service specialist, staying cu...

Empower stakeholders through strategic sales leadership in the Retirement Plan sector, driving growth and innovation while fostering key relationships with partners and clients to achieve business obj...

Accelerate progress at expanding the U.S. insurance franchise by driving client development and advisory services, leading strategic initiatives, and enhancing relationships within the insurance secto...

Unlock your potential in finance by supporting Wealth Management operations through analysis, reporting and strategic insights. Engage collaboratively across teams while ensuring effective financial r...

Partner with us to develop strategic credit solutions for ultra-high-net-worth clients. Manage relationships, drive revenue growth, and collaborate with a diverse team to deliver exceptional service w...

Deliver actionable financial insights while leading budgeting, forecasting, and variance analysis processes for specialty departments. Collaborate with business leaders to enhance financial performanc...

Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...

Deliver strategic actuarial consulting by leading client projects, providing expert advice, and ensuring high-quality service, while effectively communicating complex concepts to clients and fostering...

Drive client engagement by leading pension actuarial projects, presenting insights, and offering strategic advice while ensuring high standards and timely delivery of services in a collaborative envir...

Drive operational excellence by managing daily functions and compliance while fostering collaboration and accountability in a dynamic wealth management environment. Enhance team performance through ef...

Analyze and enhance financial forecasting and reporting for business units, driving informed decision-making and supporting budgeting and strategic initiatives to improve operational performance...

Collaborate with us in shaping the future of private funds by negotiating complex agreements, drafting vital legal documents, and advising on regulatory matters to ensure compliance and facilitate gro...

Shape the future of private funds by advising on compliance, negotiating agreements, and drafting legal documents, while collaborating with various stakeholders to achieve successful fund formation an...

Join a team that's dedicated to managing and expanding client loan portfolios, focusing on both commercial real estate and C&I relationships, while delivering exceptional customer service and maintain...

Shape the future of investment consulting by driving growth and fostering relationships with financial advisors. Utilize consultative sales strategies to promote investment solutions and enhance clien...

Manage and optimize Special Needs Trusts by providing expert fiduciary guidance, ensuring compliance, and building strong client relationships to meet their unique financial goals and objectives...

Elevate business performance by delivering insightful financial analysis, fostering collaboration, and leveraging modern reporting technology for strategic decision-making and enhanced operational eff...

Drive impactful regulatory reporting initiatives by leading analysis, optimizing processes, and coordinating strategic changes while collaborating with various business units and stakeholders to ensur...

Unlock potential by leading FP&A strategies that drive business outcomes. Collaborate with Sales and Operations to streamline budgeting, forecasting, and performance analysis. Shape financial insights...

Transform legal guidance in structured products for investment banking, ensuring compliance, risk management, and supporting diverse business units in complex transactions with expert negotiation and...

Join a team that's dedicated to driving sales and client relationships through expert knowledge of direct indexing and asset management. Collaborate across departments to promote innovative solutions...

Engage with advisors and internal teams to drive sales growth in direct and custom indexing. Utilize your expertise to promote CANVAS, build relationships, and deliver exceptional client support in a...

Innovate your career by driving sales growth through expertise in direct indexing and custom indexing while collaborating with teams to support financial advisors and enhance client relationships...

Engage with diverse teams to provide legal guidance on structured products transactions, ensuring compliance and managing legal risks. Develop expertise while mentoring junior attorneys and supporting...