Financial Advisor Jobs in Long Beach, NY

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Lead the charge in financial planning and analysis by partnering with executives, developing forecasts, and driving data-driven insights that enhance decision-making across the organization...

Grow your career with a dynamic role focusing on private banking strategies, client relationships, and operational efficiency to drive business development and enhance client experiences within a coll...

Advance data governance initiatives by collaborating with stakeholders to ensure high-quality, trusted data is well-defined and suitable for business analytics, regulatory, and AI applications while m...

Lead operational excellence in asset management by optimizing processes, enhancing service delivery, and monitoring KPIs. Collaborate across teams to ensure compliance with regulations and elevate tra...

Advance client services by leading risk assessment initiatives, developing strategies for operational improvement, and fostering a culture of growth and excellence, while ensuring financial success th...

Transform your career by driving growth and delivering tailored treasury insights. Engage with prestigious clients while mentoring teams and managing complex projects in a dynamic, collaborative envir...

Lead the administration and management of client equity compensation plans, ensuring accurate execution, compliance, and client satisfaction. Act as a trusted advisor and technical expert in stock opt...

Elevate your career by leading the structuring and execution of innovative asset-backed finance solutions tailored for diverse clients, while collaborating with internal teams and mentoring junior ban...

Champion client relationships by selling and renewing accounts, targeting growth while ensuring service excellence and adherence to industry standards. Engage in community networking to develop prospe...

Lead the sales of new private risk accounts and renew existing ones by cultivating client relationships, collaborating with partners, and leveraging networking to achieve monthly business goals while...

Champion structured finance solutions by leading transactions, analyzing asset pools, and navigating client relationships. Collaborate seamlessly with internal teams and clients to tailor bespoke fina...

Drive high-impact financial reporting and forecasting processes, enhancing strategic planning and stakeholder communication. Collaborate with financial leaders to support corporate and investor needs...

Drive revenue growth and deepen relationships within key strategic accounts. Collaborate with internal teams to understand client needs, deliver tailored solutions, and achieve excellence in business...

Join an innovative team to support investments in clean energy initiatives, focusing on renewable natural gas, EV infrastructure, and sustainable agriculture. Collaborate with experts on transaction p...

Lead the charge in strategic development and execution for Business Solutions. Collaborate with senior leaders to tackle complex business challenges, promote growth initiatives, and ensure alignment a...

Elevate client experiences by delivering exceptional stock plan administration and support. Utilize your equity compensation expertise to collaborate with internal teams, ensuring the seamless executi...

Shape the future of client processing by providing analytics, managing client issues, and advising teams. Collaborate on product development and enhancements to optimize high value transaction process...

Lead the charge in complex analytics and reporting to enhance Client Processing systems, manage client issues, and support product development to ensure efficient transaction processing for high-value...

Tackle complex business challenges as a Salesforce Solutions Engineer, bridging technology and strategy. Drive organizational growth by designing scalable, innovative Salesforce solutions in a collabo...

Empower financial performance by leading FP&A support and analytics for Fund and Investor Solutions. Drive strategic initiatives in budgeting, forecasting, and workforce planning to enhance operationa...

Optimize financial planning and analysis by integrating advanced modeling, systems design, and insightful reporting. Collaborate across teams to drive growth and improve processes in a fast-paced envi...

The Corporate Advisory Group Associate at BBH is responsible for advising owner-managers and family-owned businesses on mergers and acquisitions, financing transactions, and strategic corporate decisi...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Optimize financial processes and implementation strategies while providing expert consulting to universities. Collaborate to enhance academic structures and strengthen institutional financial reportin...