Financial Advisor Jobs in Melville, NY

Unlock potential by driving sales in financial services, engaging high-net-worth prospects. Lead a territory from home with robust support and resources to showcase our wealth management solutions. No...

Empower S&C operations through effective analysis and strategic tech solutions, streamlining settlement, clearing, and middle office functions to drive efficiency and optimize processes in a fast-pace...

Manage executive support, enhancing team efficiency by coordinating travel, meetings, and communications for senior leadership. Foster positive client interactions and maintain organized schedules, en...

Unlock your potential by enhancing capital models and analytics to support regulatory reporting, capital forecasting, and strategic initiatives. Collaborate across functions to provide actionable insi...

Shape the future of family office services by leveraging partnerships and innovative solutions to transform how clients manage wealth through holistic financial services, all while driving cross-funct...

Join a team that's dedicated to providing high-net-worth clients with tailored insurance solutions. Analyze risks, propose coverage, and deliver exceptional service to enhance client relationships and...

Contribute to enhancing our NetSuite environment by leveraging your finance and accounting expertise. Drive key projects, serve as a primary contact for finance teams, and optimize processes to suppor...

Shape wealth planning strategies by conducting advanced analyses, compiling client data, and supporting the planning team in developing presentations and solutions tailored to client needs and regulat...

Lead the charge in driving innovative Treasury Management solutions, managing complex initiatives, and guiding cross-functional teams to achieve strategic objectives within a dynamic financial service...

Join a team dedicated to navigating complex retirement regulations and providing legal guidance. Collaborate across departments to enhance the firm's advisory and compliance frameworks while ensuring...

Join a team that's shaping the future of financial services by building client relationships and driving sales. This entry-level role offers comprehensive training and the potential to advance into ma...

Transform client engagement as a Lead Implementation Specialist, driving complex technical projects and solutions while mentoring junior team members. Collaborate with various stakeholders to enhance...

Drive enterprise deployments and optimize client solutions while mentoring junior specialists. Collaborate on complex projects leveraging FactSet tools to enhance user experience and ensure successful...

Lead the charge in implementing high-value FactSet solutions, guiding complex client projects while mentoring junior team members. Collaborate with clients to enhance workflows and ensure successful d...

Collaborate with the Wealth Planning Team to deliver tailored estate and tax strategies for high-net-worth clients. Support data analysis, financial modeling, and client communication to enhance plann...

Transform the retirement investment landscape by driving defined contribution strategies. Leverage relationships and industry insights to foster growth, educate partners, and promote private markets w...

Unlock potential by leading due diligence engagements in transaction advisory. Collaborate with clients and mentor staff, contributing to business growth and success while fostering meaningful relatio...

Grow your career with an Investment Content Strategist role focused on shaping market insights, collaborating across teams to deliver compelling content, and enhancing client engagement through deep a...

Transform private markets research by developing actionable insights and strategic content for advisors and clients. Collaborate across teams to enhance investment strategies, driving engagement and e...

Take ownership of client relationships while supporting sales, analysis, and reporting efforts in our Latin America business. Collaborate across teams to enhance client service and drive business deve...

Unlock potential by leading product strategy in a fast-paced tech environment. Drive market opportunities, collaborate cross-functionally, and manage product roadmaps to deliver high-quality solutions...

Unlock potential by partnering with cross-functional teams to deliver impactful financial insights that drive operational efficiency and strategic decision-making within the Group Benefits Finance sec...

Champion financial analytics and performance insights, partnering across operations, service, and claims to drive strategic decision support and enhance cost transparency, supporting transformation pr...

Take ownership of building relationships within the Investment Banking sector, leveraging Solution Selling to drive sales, develop account strategies, and enhance market share, while collaborating wit...

Drive asset management initiatives for a diverse portfolio of affordable multi-family assets, enhancing operational efficiency and maximizing investment returns. Collaborate with teams on budgeting, r...