Financial Advisor Jobs in Hauppauge, NY

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...

Join a team that's committed to providing expert tax, trust, and estate planning services for high-net-worth clients while leveraging technology and collaboration with industry experts to deliver tail...

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...

Take ownership of comprehensive financial records management for high-net-worth family clients. Collaborate with our Family Office Accounting team to ensure timely reporting, budgeting, and support fo...

Grow with us as you guide individuals through equity compensation and financial planning. Engage with clients remotely, providing personalized financial insights that help navigate various stages and...

Develop strong relationships with private clients by providing expert service, guidance, and problem-solving skills. Collaborate with a dedicated team to enhance client satisfaction and drive growth w...

Transform your career by delivering comprehensive financial guidance to clients. Leverage training and mentorship to build relationships, meet diverse financial needs, and impact lives through tailore...

Empower clients by providing comprehensive financial guidance through expert planning and relationship building. You'll foster trust and engagement while managing investment strategies tailored to mee...

Empower key stakeholders by delivering comprehensive business analysis for the Central Funding Group's technical development team, ensuring effective collaboration and successful deployment of changes...

Strategize partnerships across the U.S. wealth management ecosystem to enhance alternative investment engagement, leveraging 12+ years of industry expertise to drive growth and innovation...

Champion risk oversight by analyzing market dynamics and fostering cross-functional collaboration to enhance governance, reporting, and automation for a global equities and derivatives platform...

Join a team that inspires exceptional client service through strong relationship building, supporting Financial Advisors in delivering outstanding financial experiences while enhancing marketing strat...

Transform Advisor Consultant performance through coaching, data analysis, and strategic execution. Lead initiatives to enhance desk productivity and foster a culture of collaboration and accountabilit...

Transform the investment landscape by engaging high-net-worth clients and converting leads into loyal customers. Collaborate remotely with a dedicated team while optimizing your sales strategies to dr...

Empower growth by managing Real Estate and Data Center Finance transactions, analyzing market trends, preparing pitch materials, and leading credit approval processes, collaborating across teams for s...