Financial Advisor Jobs in Long Beach, NY

Accelerate progress at our dynamic financial services firm, engaging high-net-worth clients to showcase tailored wealth management solutions while leveraging comprehensive support and training resourc...

Lead the charge in delivering critical regulatory reports, collaborating closely with offshore teams. Drive Agile practices and ensure compliance and data integrity within the Axiom platform, translat...

Elevate your career as you cultivate relationships with high-net-worth clients, delivering tailored financial advice and solutions while collaborating with experienced teams to foster your professiona...

Explore your passion for finance and build relationships as you become a trusted advisor. You'll develop a client base, deliver tailored recommendations, and collaborate closely with experienced teams...

Join a dynamic team as a Project Manager to drive strategic process transformation and operational efficiencies, enhancing the growth and scalability of the Private Wealth platform while collaborating...

Champion financial excellence by serving as a strategic partner to senior leaders, driving insights and guidance that shape decisions across the US P&C portfolio while influencing long-term business s...

Transform the future of finance by conducting in-depth equity research, developing investment insights, and collaborating with portfolio management to optimize investment strategies in the Financials...

Unlock your potential in a client-focused sales role, managing a designated territory. Leverage a provided lead flow to showcase wealth management solutions to high-net-worth clients, with full suppor...

Take ownership of building foundational investment offerings while collaborating with cross-functional teams to implement financial controls, automate processes, and ensure compliance with GAAP and pa...

Execute the monthly close process, ensuring accuracy in financial records. Collaborate across various finance functions while supporting compliance and improving processes in a dynamic accounting role...

Manage and grow a portfolio of multi-generational trusts, providing industry-leading service while collaborating closely with advisors on complex estate planning and trust administration matters in a...

Develop and implement a robust fraud detection framework that mitigates risks associated with digital asset transactions. Collaborate with teams to ensure regulatory compliance and enhance security me...

Lead the development and execution of risk management strategies to identify and mitigate fraud in digital asset transactions, enhancing security and compliance across platforms and channels...

Unlock success as you analyze international financial data, support forecasting cycles, and partner with teams to deliver insightful variance analysis and reporting. Drive process improvement across g...

Join a dynamic team driving strategic financial analysis and advisory for corporate clients. Leverage quantitative skills to deliver actionable insights on capital structure, valuation, and market tre...

Engage with a dynamic team to enhance client services for high-net-worth individuals, ensuring compliance and driving operational efficiency while leading onboarding and risk management initiatives in...

Elevate client services by leading a dynamic team to optimize client experiences. Collaborate with partners to enhance business efficiencies while managing risk in an ever-evolving financial landscape...

Manage first-line trade support for Futures trading desks, ensuring accurate margin settlements and client inquiries. Collaborate cross-functionally, optimize processes, and maintain high service stan...

Transform the client experience by leading a service team, enhancing relationships, and supporting financial advisors through strategic marketing and exceptional client service execution. Drive busine...

Deliver exceptional client service by managing client relationships, leading a team, and overseeing fund administration for private equity funds while fostering career growth and enhancing operational...

Join a team that's shaping strategic growth by mastering capital allocation and investment across diverse business functions. Drive critical planning and decision-making, influencing financial perform...

Join the compliance team to ensure investment limits adherence in ETFs, managing the full lifecycle of trading compliance from policy implementation to monitoring, while collaborating across functions...

Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...

Analyze complex financial data to drive strategic decision-making and optimize resource allocation. Collaborate with finance and program teams to enhance reporting systems and develop tools that suppo...

Shape the future of financial services by driving digital transformation through consultative selling of sophisticated SaaS solutions. Engage C-suite leaders and cultivate relationships to foster grow...