Financial Advisor Jobs in Hauppauge, NY

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...

Champion your legal expertise by advising on structured products and securitizations. Collaborate with business clients, resolve legal issues, and lead initiatives while ensuring compliance with regul...

Champion rigorous equity report standards by ensuring clarity and compliance for an analytical team. Contribute critical insights and enhance the publishing process for institutional investment report...

Join a team that's dedicated to delivering exceptional client service and expanding insurance expertise while managing accounts through the client life cycle, negotiating coverage, and providing tailo...

Shape the future of client relationships by delivering expert insurance solutions, maintaining and expanding a diverse book of business while coordinating with teams for seamless service and support t...

Analyze and review complex market activities to detect potential violations, assist in developing surveillance tools, and collaborate with teams to enhance regulatory compliance and investor protectio...

Drive thorough surveillance reviews to identify market violations with a focus on enhancing analytics and compliance tools. Collaborate with teams, leverage expertise, and contribute to special projec...

Analyze trading activities to identify violations of securities regulations. Engage in routine and complex reviews, developing surveillance tools while preparing detailed reports. Collaborate in enhan...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Elevate client relationships by driving sales of alternative investment products. Leverage your expertise to implement business strategies and collaborate with internal teams to enhance distribution a...

Execute strategic financial analysis and modeling, driving decision-making and insights for top-level management. Collaborate on high-impact projects within a dynamic corporate finance team, enhancing...

Contribute to efficient investment operations, ensuring accurate execution of portfolio administration, trade support, and compliance within a dynamic team environment while collaborating with interna...

Empower ultra-high net-worth families by providing strategic insights in estate, tax, and multi-generational planning. Collaborate with clients and advisors to navigate complexities of wealth manageme...

Elevate your career by advising public company boards on shareholder activism, strategic actions, and market trends. Lead analytical engagements while collaborating with diverse teams to deliver impac...

Drive comprehensive wealth management solutions, managing client relationships while mentoring teams and ensuring operational excellence in a dynamic advisory role...

Unlock strategic growth by leading the evolution of advisory programs, optimizing investment solutions, and enhancing client experiences across diverse business channels...