Financial Advisor Jobs in Long Beach, NY

Transform data into insights as a Client Value Analyst, supporting financial strategies within a prestigious legal firm. Collaborate with top professionals, influence pricing and budgets, and drive im...

Drive client success by expertly managing engagements, leading teams, and delivering tailored solutions that enhance operational efficiency in investment management and insurance sectors while fosteri...

Empower financial planning innovation by developing and managing key tools, supporting AI initiatives, and enhancing user experiences for advisors and clients through strategic platform management and...

Transform high-net-worth client relationships through strategic investment management and business development while mentoring junior team members to drive growth and ensure exceptional service delive...

Unlock data-driven insights and lead strategic analytics initiatives to enhance organizational performance and support executive decision-making. Partner cross-functionally to optimize profitability a...

Drive strategic M&A architecture initiatives to enhance enterprise data systems, ensuring alignment with business goals. Lead integration and modernization efforts to realize value and support growth...

Lead the charge in delivering strategic investment solutions while engaging with clients and collaborating on innovative product development in a dynamic, high-growth environment. Drive exceptional re...

Transform data products by collaborating with stakeholders to define, implement, and validate analytical solutions, ensuring scalability and accuracy for internal and client-driven platforms. Drive in...

Drive M&A transaction execution for financial institutions, leading teams and managing client relationships. Facilitate complex deal processes, maintain high quality standards, and mentor junior staff...

Unlock opportunities by building and managing affluent client relationships through personalized banking solutions. Drive growth and satisfaction for customers while collaborating with internal partne...

Engage with diverse clients in the Strategy and Deals division to support business growth through strategic analysis, due diligence, and project delivery. Develop skills in financial services while co...

Advance your career by leading business development efforts to expand our US Broker Dealer distribution channel, managing approvals, and leveraging industry relationships to drive growth in alternativ...

Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...

Manage and grow relationships with middle market clients in Asset Based Lending, overseeing the origination process, analyzing financials, and leading a team to ensure satisfaction and compliance in c...

Join a dynamic team to shape portfolio management and compliance strategies within a Captive Insurance Banking division, focusing on risk monitoring, underwriting, and strategic development...

Engage with high-net-worth clients and convert prospects into loyal clients by effectively showcasing wealth management solutions. Drive growth in the Pacific Region with ongoing support and resources...

Champion your career by taking on a strategic executive role that shapes company growth, guides financial operations, and fosters cross-functional collaboration to drive performance and scale in a dyn...

Engage your analytical skills in a dynamic Investment Banking Analyst role, supporting senior bankers with various corporate finance transactions while managing multiple projects and delivering qualit...

Transform high-net worth taxation by providing specialized consulting and compliance services. Collaborate with a diverse global team, guiding others while enhancing your leadership and technical expe...

Elevate your career by managing complex valuation projects for financial institutions. Lead engagements, mentor junior staff, and ensure compliance while collaborating across various industries, drivi...

Lead the charge in revolutionizing wealth management by engaging high-net-worth prospects and driving sales success through proven strategies and dedicated support, enabling unmatched growth within a...

The Quantitative Researcher will join the research group at Bayview Asset Management to develop statistical models and conduct analyses for the valuations of various consumer financial products. The r...

Shape the future of financial technology by partnering with teams to enhance systems, gather requirements, and implement strategies that maximize ROI through innovative cloud solutions and improved IT...

Lead and innovate product strategies for data platforms, driving both strategic vision and daily execution. Collaborate with teams to ensure alignment between business goals and product outcomes while...

Lead the integration of technology and data solutions in private markets. Collaborate with investment teams to enhance workflows, optimize reporting, and drive operational efficiency through innovativ...