Financial Advisor Jobs in Mineola, NY

Elevate client portfolio management by supporting critical functions such as monitoring, rebalancing, and trade execution while enhancing internal tools and processes to streamline investment strategi...

Accelerate your career by leading legal strategies for innovative financial products. Collaborate with product and engineering teams to navigate regulatory landscapes and shape offerings that empower...

Engage in trade support and risk management, collaborating across teams to ensure accurate trade capture and settlement while assisting in portfolio management and optimizing trading processes for eff...

Transform investment insights into impactful thought leadership, driving engagement and brand awareness. Collaborate with teams to create compelling content tailored for institutional clients across d...

Empower a global investment narrative by shaping and delivering high-impact thought leadership. Collaborate across teams to translate market insights into compelling content that drives client engagem...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Innovate in equity research by analyzing data, developing strategies, and leading a team. Collaborate closely to build systematic investment tools, optimize portfolios, and drive insights from diverse...

Drive strategic capital management, partnering across teams to optimize funding structures and enhance operational efficiency, directly influencing growth and scalability in a dynamic startup environm...

Join a team that's dedicated to delivering top-notch execution services for institutional clients across global markets, focusing on voice-led trading and revenue growth while fostering strategic clie...

The IT Sr. Project Manager is responsible for driving maturity and continuous improvement within the organization. This role involves collaborating with business units and technology teams to ensure p...

Transform data into insights as a Client Value Analyst, supporting financial strategies within a prestigious legal firm. Collaborate with top professionals, influence pricing and budgets, and drive im...

Collaborate with cross-functional teams to evaluate and enhance business processes. Lead complex requirement gathering, data analysis, and system documentation, ensuring technology solutions boost ope...

Drive client success by expertly managing engagements, leading teams, and delivering tailored solutions that enhance operational efficiency in investment management and insurance sectors while fosteri...

Empower financial planning innovation by developing and managing key tools, supporting AI initiatives, and enhancing user experiences for advisors and clients through strategic platform management and...

Transform high-net-worth client relationships through strategic investment management and business development while mentoring junior team members to drive growth and ensure exceptional service delive...

Unlock data-driven insights and lead strategic analytics initiatives to enhance organizational performance and support executive decision-making. Partner cross-functionally to optimize profitability a...

Drive strategic M&A architecture initiatives to enhance enterprise data systems, ensuring alignment with business goals. Lead integration and modernization efforts to realize value and support growth...

Lead the charge in delivering strategic investment solutions while engaging with clients and collaborating on innovative product development in a dynamic, high-growth environment. Drive exceptional re...

Drive M&A transaction execution for financial institutions, leading teams and managing client relationships. Facilitate complex deal processes, maintain high quality standards, and mentor junior staff...

Unlock opportunities by building and managing affluent client relationships through personalized banking solutions. Drive growth and satisfaction for customers while collaborating with internal partne...

Engage with diverse clients in the Strategy and Deals division to support business growth through strategic analysis, due diligence, and project delivery. Develop skills in financial services while co...

Advance our growth by leading sales and client service initiatives across key financial markets, mentoring staff and nurturing relationships with intermediaries to drive investment strategies and surf...

Advance your career by leading business development efforts to expand our US Broker Dealer distribution channel, managing approvals, and leveraging industry relationships to drive growth in alternativ...

Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...

Manage and grow relationships with middle market clients in Asset Based Lending, overseeing the origination process, analyzing financials, and leading a team to ensure satisfaction and compliance in c...