Financial Advisor Jobs in Melville, NY

Execute a vital role in preparing and reviewing complex tax returns for partnerships, trusts, and individuals. Leverage your CPA expertise and experience with multi-state tax issues to provide tailore...

Manage and streamline daily operations for Fine Art Finance, supporting the President and team. Ensure effective communication, business development, and administrative tasks, contributing to a high-p...

Explore the dynamic landscape of investment data management, steering governance and integrity of lifecycle data while partnering with IT to enhance analytical frameworks and reporting in this hands-o...

Drive growth by advising clients on transformative capital markets transactions, preparing compelling analyses, and managing key stakeholder communications as a vital part of a dynamic team in the IPO...

Join a team that's shaping the future of financial strategy, guiding resource allocation and executive decision-making to drive long-term value creation through insightful analytics and strategic part...

Join a team that's driving strategic initiatives in wealth management, overseeing complex projects and fostering cross-functional collaboration to achieve governance objectives and enhance operational...

Develop a scalable advisory practice in family governance and philanthropy for ultra-high-net-worth clients. Lead sensitive discussions, build frameworks, and promote multigenerational continuity whil...

Join a team that optimizes cash resources and strengthens banking relationships. The role focuses on treasury operations, liquidity management, and risk analysis, offering a chance to enhance financia...

Champion financial integrity by overseeing accounting operations, ensuring accurate reporting, and developing scalable processes for a high-growth healthcare company. Bring your expertise to enhance f...

Join a dynamic team where you'll support the Legal & Regulatory department with corporate legal documentation, manage important records, and ensure compliance across real estate lending operations whi...

Join a team that's optimizing secured funding strategies to enhance liquidity management across multiple entities, guiding financial operations to meet regulatory standards and fostering relationships...

Elevate client relationships by delivering expert mortgage solutions, managing loan processes, and partnering with Relationship Managers to enhance services for ultra-high-net-worth individuals in a d...

Elevate patient financing solutions by engaging and closing elective medical practices. In this dynamic role, you’ll drive revenue and foster relationships while navigating a fast-paced startup enviro...

Take ownership of finance operations, managing accounting, reporting, forecasting, and budgeting to support strategic decision-making and drive financial health across multiple entities with a focus o...

Oversee daily finance and accounting operations, ensuring accurate financial reporting and compliance with US GAAP while managing budgeting, forecasting, and process improvements to support growth and...

Drive your career with a pioneering role that leads cloud transformation initiatives, collaborates with cross-functional teams, and influences technology strategy to deliver scalable, secure, and high...

Elevate our national sales efforts by building and managing a diverse account base. Utilize insights to drive business trends, enhance client relationships, and maintain industry knowledge to meet dyn...

Join a team that's dedicated to managing complex credit underwriting for ultra-high-net-worth clients. Analyze financial data, guide loan structuring, and mentor team members to ensure compliance and...

Contribute to building a successful mortgage lending practice by soliciting and managing relationships with affluent clients, ensuring compliance, and delivering excellent customer service while stayi...

Drive organizational transformation as you lead external counsel management, optimizing legal spend and establishing strategic partnerships that enhance business value while ensuring compliance and ri...

Reimagine external counsel management by leading strategic initiatives that optimize legal spending, foster strong law firm partnerships, and drive compliance. Oversee a high-performing team focused o...

Drive analysis and insights in the Aerospace & Defense sector, delivering detailed financial models and supporting research efforts while enhancing client engagement and operational risk management in...

Bring your expertise to support complex national commercial title insurance transactions, leveraging your industry knowledge and relationship management skills to guide high-value real estate deals ac...

Drive the development of Private Client Advisors at scale by delivering impactful practice management tools and structured learning experiences while collaborating with leadership to achieve top-tier...

Join us to lead and scale innovative contracting operations for Advisory Solutions. Collaborate with leadership to ensure efficient processes while mentoring your team and improving workflows that dri...