Financial Advisor Jobs in Long Beach, NY

Help us manage and lead finance-related transactions while ensuring efficient workflows, coordinating closings, and preparing necessary documentation to support successful outcomes and client satisfac...

Manage daily brokerage operations ensuring compliance and efficiency. Collaborate on process improvements, assist with client services, and conduct thorough account reconciliations. Play a key role in...

Shape the future of advanced planning by providing strategic support to agents across the West Central Zone. Collaborate on estate, business, and charitable strategies, ensuring customized solutions d...

Join a dynamic team to support branch operations, enhance client experiences, and implement administrative policies across two office locations, fostering a collaborative and organized work environmen...

Join a team that advises high-net-worth clients on complex estate planning, wealth transfer strategies, and tax matters while implementing tailored solutions to preserve and grow wealth across generat...

Manage daily reserve operations for stablecoin issuance. Ensure funds flow efficiently across banking and on-chain systems, optimizing for client returns while implementing scalable operational contro...

Lead the charge in underwriting tailored loans for high net worth clients, collaborating with financial advisors to assess credit risk, ensure compliance, and handle loan administration while driving...

Lead the charge in acquiring and nurturing Mass Affluent clients by leveraging consultative sales strategies and collaborative partnerships to drive revenue and ensure exceptional client experiences t...

Drive client acquisition and retention strategies to enhance the mass affluent banking experience, ensuring revenue growth and exceptional client service through effective collaboration and relationsh...

Innovate your career by leading underwriting for tailored loans in high net worth wealth management, collaborating closely with financial advisors, performing risk assessments, and ensuring compliance...

Transform your career by leading the design and implementation of IAM strategies for AI workloads, integrating security practices while collaborating with engineering teams to ensure robust identity s...

Lead comprehensive financial communications for private capital clients while delivering strategic counsel in high-stakes scenarios. Drive integrated teams and execute innovative strategies across var...

Join a team that's driving healthcare innovation by leading consulting initiatives and mentoring Service Delivery staff. Utilize your expertise in payment methodologies and healthcare operations to en...

Lead the charge in providing comprehensive estate planning and trust administration guidance. Collaborate with internal teams and external advisors to optimize customized wealth solutions that adapt t...

Manage day-to-day client inquiries for Private Equity funds, ensuring exceptional service and operational support. Collaborate with internal teams and fund administrators to maintain accurate client r...

Elevate the valuation process by providing analytical support and enhancing systems for fund valuation. Collaborate with teams to ensure governance, oversee adherence to policies and improve efficienc...

Champion capital markets excellence by supporting ETF issuers and partners in trading, liquidity, market operations, and governance. Drive exceptional client service and deliver insightful expertise t...

Optimize your career by managing a diverse portfolio while ensuring compliance, performance, and risk mitigation. Collaborate with teams and stakeholders to deliver effective loan administration and a...

Execute legal support for corporate and investment banking, guiding capital markets and lending transactions while providing regulatory counsel and maintaining corporate governance. Collaborate with g...

Play a key role in expanding our institutional market presence by strategically generating new business opportunities, collaborating across teams, and achieving sales targets, all while being part of...

Unlock your potential as you lead enterprise sales in the insurance sector. Drive adoption of innovative AI solutions, establish C-level relationships, and grow strategic accounts while advancing resp...

Contribute to strategic account growth by managing relationships, analyzing trends, and driving sales of innovative solutions within key national and global accounts while ensuring high levels of cust...

Help us empower clients as a FINRA Licensed Advisor, guiding them through retirement solutions with ongoing warm leads. Enjoy a supportive remote environment with competitive compensation, bonuses, an...

Shape the future of client engagement by managing complex relationships, driving strategic initiatives, and expanding market presence in a dynamic environment that fosters independence and mentorship...

Shape the future of family office services by leveraging partnerships and innovative solutions to transform how clients manage wealth through holistic financial services, all while driving cross-funct...