Financial Advisor Jobs in Long Beach, NY

Join a team that's dedicated to empowering financial advisors with mentorship and strategic support. Your leadership will enhance their engagement with financial institutions, driving growth and succe...

Lead client engagement and strategy in estate planning for UHNW families, enhancing team capabilities while delivering tailored solutions, internal training, and maintaining industry relationships to...

Strategize financial excellence by partnering with leaders to influence impactful decisions across Wealth Management, driving efficiency and innovation while overseeing a team and managing critical gr...

Unlock your potential as a Strategic Senior Financial Analyst driving market insights and financial decision-making across global teams. Collaborate with executive leadership to enhance business perfo...

Empower your career by enhancing internal communications and digital experiences across the Technology organization. Contribute to major initiatives, engage employees, and leverage AI tools to streaml...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Advance your career by becoming a trusted advisor to a diverse client base, ensuring retention and growth while leveraging your expertise in investments, financial planning, and client communication w...

Empower stakeholders through strategic sales leadership in the Retirement Plan sector, driving growth and innovation while fostering key relationships with partners and clients to achieve business obj...

Manage client relationships and financial reporting for retail alternative products. Oversee BDC servicing, ensure compliance with SEC regulations, and lead a team to deliver timely financial statemen...

Join a team that's dedicated to crafting impactful in-person and virtual events. Drive brand visibility and thought leadership while managing complex projects and collaborating across departments to e...

Take ownership of high-impact events by developing strategies that enhance brand visibility, drive lead generation, and ensure client engagement. Collaborate with stakeholders to execute both in-perso...

Elevate your career by managing impactful virtual and in-person events that align with business objectives. Collaborate with stakeholders, lead project management, and execute strategies to enhance br...

Drive impactful events by collaborating with teams to strategize and execute high-quality in-person and virtual experiences, enhancing brand visibility and client connections while ensuring alignment...

Unlock your potential in a dynamic role that combines quantitative analysis, risk management, and stakeholder collaboration to enhance investment strategies and drive superior portfolio performance...

Join a team that drives impactful solutions for diverse clients by leveraging financial expertise and innovative analytics, addressing challenges through collaborative engagement and mentorship within...

Partner with us to foster engagement and support for advisors in a dynamic remote role. Coordinate projects and initiatives, ensure smooth event logistics, and build meaningful relationships to drive...

Deliver exceptional investor service by managing a dedicated team to ensure accurate transaction processing, client reporting, and relationship-building while adhering to compliance and operational st...

Own the FP&A analysis process, ensuring accuracy in expense tracking, variance analysis, and model integrity within Workday Adaptive, while collaborating with finance leaders to support strategic deci...

Drive innovation in venture capital by sourcing start-up investments and evaluating business ideas. Collaborate with founders and industry leaders in AI and technology sectors to influence corporate s...

Engineer innovative liquidity solutions as a senior leader in Private Share Lending. Coordinate multi-party transactions, enhance business development, and foster strategic relations with issuers and...

Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...

Champion client relationships and enhance communication of investment strategies, ensuring best-in-class service through expert understanding of private equity products and performance metrics for a d...

Pioneer impactful advisory services in M&A and ECM. Leverage deep financial expertise across sectors, driving relationships, and delivering top-tier outcomes in a fast-paced, collaborative environment...

Accelerate your career in financial services by leading client relationships in a sales-focused role. Drive growth by converting high-net-worth prospects into clients through personalized investment s...

Join a team that's dedicated to driving investment solutions, nurturing client relationships, and maximizing revenue growth in a consultative capacity within the North American distribution channel...