Financial Advisor Jobs in Hauppauge, NY

Build lasting relationships and collaborate with affluent clients to analyze financial needs, crafting tailored strategies that align with their goals towards financial success in an empowering enviro...

Deliver strategic financial insights and support decision-making through advanced analysis, forecasting, and budgeting. Collaborate with finance and business leaders to improve performance visibility...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Contribute to operational execution and investor servicing for fundraising efforts, supporting senior team members in managing processes, communications, and relationship management while gaining expo...

Join a team that's integral to investment oversight and analytics, managing $120B across multi-asset portfolios. Collaborate with leadership in performance assessment, risk management, and strategic r...

Drive business development by fostering Private Equity relationships, originating P&C opportunities, and coordinating cross-functional execution, focusing on early access to opportunities and a discip...

Accelerate your career by leading transaction advisory projects that drive financial success for middle-market clients and private equity investors while mentoring junior staff and building impactful...

Join a team that's dedicated to enhancing advisor support through strategic partnerships, effective training, and proactive engagement, driving advisor satisfaction and retention while shaping scalabl...

Shape the future of financial valuation by analyzing complex securities and providing crucial insights. Join a dynamic team, gaining exposure to various valuation challenges while contributing to best...

Champion business analysis within a collaborative team to enhance the funding and liquidity processes. Engage with senior stakeholders and drive quality outcomes through technical development and agil...

Elevate financial performance by leading analysis, budgeting, and model development. Collaborate with stakeholders for impactful insights that drive strategic decisions and enhance reporting efficienc...

Drive strategic wealth solutions for ultra-high-net-worth clients by collaborating with advisors, maintaining legal expertise, and fostering innovative planning approaches for estate, tax, and multi-g...

Explore a career in M&A Advisory, engaging with senior leaders while leveraging financial modeling skills. Collaborate across teams to provide strategic insights for corporate clients in a dynamic, mu...

Lead the Funds Legal team by advising on compliance and regulatory issues for U.S. and Cayman private funds. Manage fund formation, negotiation, and documentation to support capital raising and invest...

Unlock potential by managing relationships with financial advisors, driving asset growth, and collaborating internally to educate and engage. This hybrid role combines virtual outreach with in-person...

Lead the charge in enhancing fraud detection strategies, analyzing trends, and mitigating risks across the organization. Shape comprehensive fraud risk management initiatives while collaborating with...

Elevate your career by shaping fraud detection strategies and enhancing risk management. This role emphasizes collaboration within cross-functional teams to identify trends and optimize controls in an...

Grow your career by serving as a strategic finance leader, translating data into insights to enhance decision-making across business lines and support initiatives that drive profitability and performa...

Build your expertise in equity markets by executing best-in-class trades. Collaborate with investment teams to enhance trading strategies while driving innovation and compliance in a fast-paced, dynam...

Shape the future of financial management by analyzing segments, producing reports, and supporting strategic budgeting processes. Collaborate with management to enhance decision-making and drive operat...

Drive strategic initiatives in debt advisory for renewable energy, focusing on execution and client relationships. Collaborate with diverse teams globally, fostering growth while enhancing operational...

Drive success by converting high-net-worth prospects into clients through effective sales strategies. Leverage provided leads and resources to showcase wealth management solutions, enhancing client sa...

Transform credit risk assessment by analyzing reinsurers and intermediaries, ensuring alignment with company guidelines while supporting policy development and enhancing operational efficiency. Mainta...

Support senior leadership in executing strategic initiatives and special projects in private wealth, enabling broad exposure to the industry and hands-on experience in data analysis, reporting, and ad...

Lead the debt advisory team focusing on project finance and M&A within the offshore wind and energy transition sectors. Engage with clients and oversee execution of high-profile transactions, ensuring...