Financial Advisor Jobs in Mineola, NY

Lead operational excellence in post-sale loan servicing and compliance, ensuring seamless integration of investor and internal processes. Drive relationship management with capital partners, fostering...

Engage with cross-functional teams in Finance & Accounting, driving month-end close and supporting revenue analysis. Leverage your expertise to pave the way for process improvements and ensure complia...

Elevate the underwriting process by assessing medical and financial risks for life insurance applications, ensuring superior customer experiences while supporting sales initiatives across diverse dist...

Join a dynamic underwriting team to assess medical and financial risks, ensuring top-notch customer experiences while supporting sales. Excel in a collaborative environment where your expertise in lif...

Manage independent oversight of private asset investment strategies, focusing on private credit and CLOs. Utilize data analytics to provide insights, enhance reports, and support risk assessment to en...

Lead the development of innovative risk strategies using cash flow data to enhance loan performance, manage credit risk effectively, and drive revenue through rigorous analytics and collaborative deci...

Analyze and lead Sales Strategy & Analytics to provide insights, optimize performance, and drive productivity across the Sales organization while managing a team of analysts and collaborating with cro...

Lead the underwriting team in assessing medical and financial risk for life insurance applications while ensuring a best-in-class customer experience. Collaborate across functions to enhance processes...

Join our team as a strategic finance leader overseeing budgeting, forecasting, and performance analysis. Drive financial sustainability and partner with leadership to align strategies in a dynamic env...

Engage high-value advisors through consultative sales; shape strategies for complex transitions and outbound initiatives in the travel industry, fostering relationships that secure significant busines...

Advance your career by building strong client relationships and delivering tailored investment banking solutions. Collaborate across teams to drive strategic initiatives in finance while leading compl...

Drive growth by evaluating and underwriting finance opportunities; establish partnerships, manage risks, and maintain portfolio integrity, contributing to the expansion of collateralized loans and sma...

Unlock potential by joining a collaborative team that drives treasury solutions for clients. You'll leverage hands-on expertise in FIS Integrity to implement and optimize financial systems while mento...

Lead the charge in optimizing AI spend governance and financial discipline across platforms. Collaborate with cross-functional teams to ensure transparent budgeting and allocation, driving measurable...

Join us in supporting structured finance growth by bridging customer success and product specialization. Engage with CLO investors, enhance client experiences with insights, and build your career in a...

Lead the charge in transforming financial performance for diverse clients, enhancing efficiency and decision-making through expert advisory services. Collaborate with a dynamic team to drive sustainab...

Develop strategies that enhance financial performance and reporting processes. Collaborate with finance executives, leveraging technical analysis and hands-on support to drive lasting improvements acr...

Transform client onboarding processes while ensuring compliance and transaction accuracy. Collaborate with teams to mitigate risks and enhance service delivery, leveraging AI tools for efficiency. Mak...

Analyze affordable multifamily financing solutions nationwide, collaborating with Producers to guide financial modeling, underwriting, and narrative development while enhancing transaction execution a...

Unlock your potential as you enhance investment strategies, manage equity portfolios, and collaborate with diverse teams to improve tax efficiencies. Your analytical skills will guide portfolio perfor...

Transform portfolio management through strategic insights and data-driven analysis as you support the Investment Team in driving the growth and efficiency of long-short and long-only equity portfolios...

Execute high-impact M&A and capital raise transactions while mentoring teams and advising clients in the Aerospace & Defense sector. Manage multiple projects in a fast-paced environment while fosterin...

Take ownership of evaluating and sourcing private credit investments while leading the due diligence process. Mentor a team, develop insights, and present findings to stakeholders, contributing to the...

Shape the future of private credit strategies by leading due diligence processes, managing investment opportunities, and mentoring a high-performing team while engaging with cross-functional partners...

Make your mark at leveraging analytical skills to optimize portfolio performance and tax efficiency. Collaborate with a diverse team to manage long-short and long-only equity portfolios while driving...