Financial Advisor Jobs in Long Beach, NY

Advance your career by driving sales and enhancing customer relationships in a dynamic financial environment. Utilize your credit expertise to create tailored solutions for agricultural clients and co...

Shape the financial framework by managing product and entity controller functions, driving project execution, and collaborating with teams. Enhance analytics and relationships through finance initiati...

Lead client engagement and relationship management, ensuring satisfaction and retention across public and private markets, while collaborating internally to deliver customized investment solutions and...

Shape the future of capital raising by partnering with senior leaders to drive fundraising initiatives, create impactful marketing materials, and enhance client communications for institutional invest...

Join a team that's transforming the investment landscape through expert advisory in M&A and capital transactions. Lead dynamic projects, mentor talent, and foster client relationships in a fast-paced...

Lead the charge in executing complex secondary transactions, managing GP-led processes, and optimizing client relations while overseeing financial models and driving strategic marketing initiatives in...

Contribute to the strategic execution of Project Finance deals, supporting the team in financial modeling, documentation, and client presentations while gaining exposure to complex underwriting proces...

Drive impactful financial planning and analysis strategies, transforming complex data into narrative insights. Collaborate with leadership and integrate modern AI workflows to enhance decision-making...

Unlock operational excellence by driving process improvements and automation within alternative investment operations. Collaborate across teams to enhance efficiency and support growth initiatives in...

Lead the charge in M&A processes, driving market strategies and execution. Manage transactions, cultivate client relationships, and mentor junior team members while delivering exceptional financial an...

Engage strategic Financial Services accounts as a trusted advisor. Drive growth through proactive sales, expert relationship management, and innovative solutions tailored to complex enterprise challen...

Elevate your career by supporting our Investment Banking team in M&A and Advisory, driving client success through active engagement, project management, and financial analysis while mentoring junior b...

Advance your career by optimizing economic development incentives for corporate clients. Collaborate with management on location strategies and data analysis, ensuring tax-efficient transaction struct...

Unlock potential by driving financial analysis to support strategic decisions. Collaborate with teams, develop financial models, and enhance operational efficiency. Contribute to business performance...

Transform your career as a Relationship Manager, driving business growth by fostering and maintaining relationships with banking clients while delivering personalized financial solutions and exception...

Drive risk evaluation and control solutions across trading and business functions. Collaborate globally to enhance operational effectiveness while managing daily activities in a robust risk environmen...

Transform investor engagement by proactively providing retirement plan solutions. Collaborate with financial advisors and teams to drive sales and develop in-depth market understanding while initiatin...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Optimize financial performance by executing budgeting, forecasting, and analysis processes. Drive insights through collaboration with cross-functional teams to enhance operational decisions and align...

Unlock potential by providing portfolio management support to strengthen client relationships. Collaborate with various stakeholders to enhance asset reporting, conduct financial analysis, and ensure...

Empower your career by leading technology integration for M&A initiatives. Engage with partners, manage cross-functional teams, and drive efficiencies while ensuring seamless delivery and transparent...

Drive the successful development and management of innovative fund products while collaborating with cross-functional teams to enhance the US funds platform and meet growth objectives in the dynamic a...

Unlock strategic insights as a key partner in financial analysis and planning. Collaborate across teams to enhance decision-making, manage budgets, and drive data-driven recommendations in a fast-pace...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Join a dynamic team to drive customer relationships, delivering tailored financial strategies and solutions. You'll excel through proactive outreach and collaboration, ensuring clients navigate their...