Financial Advisor Jobs in Mineola, NY

Grow your career with a dynamic team managing M&A and finance projects, guiding Analysts while driving the deal process from origination to close with an entrepreneurial edge and analytical rigor...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Optimize investment banking and capital markets functions to prepare and execute transactions. Collaborate closely with a team to conduct due diligence, financial modeling, and investor communications...

Champion healthcare solutions by driving process improvements, managing complex projects, and leveraging analytics. Collaborate with top talent to deliver outstanding results and tackle the industry's...

Transform the legal landscape in equity finance by advising senior executives, negotiating key agreements, and navigating complex regulations. Join a dynamic team driving legal clarity and innovation...

Transform the mortgage underwriting process by making informed credit decisions that enhance portfolio quality and borrower satisfaction while adeptly navigating guidelines and compliance requirements...

Drive impactful investment insights and merger integrations by collaborating closely with leadership and investment teams, optimizing strategies to enhance value for newly merged firms and ensuring se...

Develop and implement a robust alternative investments strategy, spearheading a high-performing team to drive substantial capital deployment and enhance member access to diverse asset classes while en...

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Seeking an experienced compliance leader to oversee regulatory initiatives for registered funds, working collaboratively with various teams to ensure adherence to the Investment Company Act, while man...

Empower growth by supporting senior bankers in executing M&A transactions, conducting financial analysis, and enhancing client presentations. Collaborate with a dynamic team in a fast-paced investment...

Lead the end-to-end product lifecycle for advisor solutions, driving scalable and user-centric enhancements that prioritize onboarding and enablement, ensuring optimal advisor experiences and collabor...

Unlock the potential of risk management by collaborating with ERM team members to enhance casualty data processes, perform risk assessments and support strategic reporting across business units, drivi...

Engage clients as an Associate Relationship Manager, facilitating seamless business development and ensuring top-notch service as you build lasting relationships in the Private Client Group...

Join a dynamic team where you will lead strategic client consultations, manage vendor relationships, and optimize employee benefit programs, ensuring compliance and excellence while fostering collabor...

Optimize client strategies and benefit programs through expert consultation and relationship management. Lead project teams, align services with regulatory standards, and mentor staff to enhance perfo...

Transform cash management strategies by implementing efficient processes while preparing detailed financial reports to support liquidity forecasting and strengthen banking relationships across diverse...

Unlock potential by driving new B2B sales through proactive outreach, full sales cycle management, and strong market insights while fostering client relationships and achieving revenue goals in a fast...

Drive complex business valuations and financial analyses for diverse industries, leading key projects and client engagements while developing your team in a dynamic environment focused on growth and p...

Unlock potential by analyzing investment performance data and ensuring accuracy across platforms. Collaborate with teams to produce insightful reports and enhance client communications, while driving...

Shape the future of investment accounting by overseeing GAAP financial close processes and guiding a team in a dynamic finance environment. Drive system enhancements and ensure accurate reporting for...

Help us enhance software quality by developing innovative solutions, analyzing system functions, and fostering collaborative relationships, while focusing on efficient coding practices and continuous...

Unlock potential by leading high-impact analyses for the banking sector. Drive insights that shape EY's client engagement and market positioning while collaborating across teams to enhance business de...

Join our team to manage a diverse portfolio in project finance, overseeing credit analysis for energy, infrastructure, and transportation projects. Collaborate globally while leading ratings, crafting...

Drive financial excellence as you manage the month-end process, perform reconciliations, and collaborate with cross-functional teams in a fast-paced environment. Elevate your career with exposure to d...