Financial Advisor Jobs in Hauppauge, NY

Drive impactful corporate trust transactions by negotiating contracts, ensuring compliance, and enhancing the client experience. Collaborate with teams to streamline operations and mitigate risks whil...

Engage with clients to manage their Employee Benefits accounts, fostering strong relationships. Assist in benefit plan design, claims resolution, and report preparation while supporting senior managem...

Engage in the daily operation and enhancement of financial applications, ensuring data integrity and performance. Troubleshoot issues, support users, and develop reports, collaborating effectively wit...

Transform the advisory landscape by building strategic partnerships with accountants and CFOs, driving DualEntry's presence across major firms and establishing a robust alliance program to enhance ERP...

Lead fund operations overseeing private credit and partnership funds. Collaborate with administrators on financial statements, budgets, and client onboarding while ensuring performance standards and r...

Empower a dynamic sales strategy by driving growth in the US financial services sector, leveraging a consultative approach to build client relationships and deliver impactful technology solutions with...

Join a team that's dedicated to global compliance while ensuring AML/KYC standards. You will support compliance initiatives and perform due diligence on various stakeholders. Contribute to policy impr...

Join a dynamic team to lead strategic analysis to enhance balance-sheet management. Collaborate with stakeholders to assess profitability and risk-adjusted returns, drive initiatives, and produce impa...

Contribute to the growth of our retail segment by leading human capital strategies that optimize talent acquisition, performance management, and organizational design in alignment with business object...

Shape the future of compliance by leading regulatory initiatives in AML and KYC, ensuring adherence to laws across various iCapital jurisdictions while collaborating with senior compliance officials a...

Lead the Analytics team on strategic capital planning initiatives, managing forecasting, governance, and regulatory compliance. Collaborate with global Finance teams to optimize funding resources and...

Empower teams to drive impactful AxiomSL reporting solutions by leading full GAP analyses and translating regulatory requirements into clear documentation, ensuring data integrity and compliance for f...

Unlock your potential as you drive client engagement and sales growth through outbound prospecting, building strong relationships, and advancing opportunities within our dynamic team culture...

Advance your career by leading strategic finance initiatives, driving growth, and delivering innovative solutions. Collaborate with C-suites and top clients to shape decision-making and build a high-p...

Analyze complex life insurance applications and make informed decisions on underwriting outcomes. Collaborate with cross-functional teams to enhance processes and mentor junior underwriters, all while...

Execute strategic financial solutions in consumer corporate banking, providing vital support for healthcare clients through structured debt management and collaborative capital markets initiatives, en...

Drive strategic initiatives and commercial strategies to enhance growth, partnering with leadership for impactful advisory and execution. Leverage insights and collaboration to support transformative...

Transform your career by managing sales strategies and proposal management. Collaborate with clients to map business priorities, drive sales processes, and gain hands-on experience leading key sales o...

Shape the future of insurance advisory by leading due diligence projects, innovating processes, and driving client success through effective risk management solutions in a collaborative environment...

Lead the management of complex auto and general liability claims, ensuring effective investigation, resolution strategies, and superior customer service while collaborating with internal and external...

Shape the future of claims management by handling complex auto and liability claims with expertise, coordinating with partners, and implementing effective strategies for settlement and resolution. Dri...

Contribute to virtual endpoint security assessments, ensuring compliance with industry standards while collaborating with branch teams to identify compliance gaps and enhance risk management within fi...

Shape compliance and security assessments by leveraging specialized knowledge in virtual endpoint and network security, ensuring branch operations adhere to industry standards and internal policies wh...

Transform the accounting function by owning compliance, financial reporting, and close processes across US and UK entities. Lead a high-performing finance team, ensuring timely financial integrity and...

Join us to innovate investment strategies for not-for-profit clients, focusing on asset allocation and portfolio construction. Collaborate with a dynamic team to achieve mission-driven outcomes and en...