Financial Advisor Jobs in Long Beach, NY

Unlock potential by engaging in strategic M&A advisory and financing transactions. This role offers significant early responsibility in a rigorous environment, emphasizing teamwork and personal develo...

Optimize client engagement by leveraging AI solutions tailored to financial services, fostering relationships with bankers and investors to drive impactful results. Lead product demos and position Rog...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Strategize partnerships across the U.S. wealth management ecosystem to enhance alternative investment engagement, leveraging 12+ years of industry expertise to drive growth and innovation...

Lead the charge in delivering sophisticated capital markets solutions and managing financing transactions, collaborating with various teams to maximize client success while developing junior talent an...

Transform client outcomes by delivering impactful financial analysis, modeling, and strategic guidance. Collaborate across diverse industries to enhance decision-making, drive growth, and build enterp...

Elevate your career as you provide expert financial guidance, managing client wealth through strategic planning and strong relationship-building, while collaborating with a dedicated team to exceed cl...

Execute critical M&A transactions across diverse industries while leading teams, managing client relations, and driving strategic outcomes. Shape the future with innovative solutions and advanced fina...

Drive revenue growth by engaging and closing business opportunities with decision-makers in the Wealth Management sector, focusing on client needs and strategic collaborations to enhance onboarding an...

Join a dynamic team to develop customized fixed income strategies for high net worth clients. Utilize your expertise in municipal and corporate bonds to provide insightful market analysis and build st...

Drive business growth by cultivating senior-level client relationships, leading strategic sales initiatives, and delivering integrated solutions that exceed revenue targets across diverse platforms in...

Optimize financial operations by managing budgeting, forecasting, and reporting processes within a dynamic corporate setting. Collaborate with cross-functional teams to drive strategic goals and ensur...

Drive your career forward by supporting Financial Advisors and enhancing client experiences through strategic execution and targeted development, while collaborating within a dynamic team in the Finan...

Lead strategic capital market initiatives, integrating investment banking and equity solutions. Drive engagement with clients, manage complex financing transactions, and mentor junior team members whi...

Lead capital markets services and financing transactions while collaborating with clients to develop sophisticated solutions. Drive strategic initiatives across sectors and integrate industry expertis...

Make your mark at a leading wealth management firm by leveraging deep investment expertise to enhance client relationships and deliver tailored solutions. Collaborate with a dynamic team to innovate i...

Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...

Join a team that's dedicated to enhancing client relationships through analytics, customized investment strategies, and business development support. Contribute your expertise in portfolio analysis an...

Join a team that's dedicated to conducting thorough branch examinations across the U.S. Utilize your expertise in securities compliance to ensure adherence to regulations, communicate findings, and su...

Champion operational excellence in financial planning analysis, collaborating with cost center owners to drive budgeting, forecasting, and reporting efforts that align with organizational financial ob...

Oversee and transform fee calculation and performance processes, utilizing automation and technology to deliver scalable, production-grade solutions that enhance operational efficiency in private mark...

Join a dynamic team as you develop and maintain long-term client relationships, leveraging innovative financial wellness solutions to enhance client satisfaction and drive business growth. Collaborate...

Lead the charge in optimizing treasury operations while collaborating cross-functionally to enhance cash management and financial processes. Utilize analytical expertise to support critical initiative...

Drive client relationships by managing complex portfolios, ensuring compliance, analyzing financials, and fostering new business opportunities while prioritizing client satisfaction and risk managemen...

Lead the charge in providing expert ERISA compliance testing and reporting services. Collaborate with clients and teams to ensure regulatory adherence and elevate service quality in retirement plan ad...