Financial Advisor Jobs in Mineola, NY

Manage client relationships and financial reporting for retail alternative products. Oversee BDC servicing, ensure compliance with SEC regulations, and lead a team to deliver timely financial statemen...

Join a team that's dedicated to crafting impactful in-person and virtual events. Drive brand visibility and thought leadership while managing complex projects and collaborating across departments to e...

Take ownership of high-impact events by developing strategies that enhance brand visibility, drive lead generation, and ensure client engagement. Collaborate with stakeholders to execute both in-perso...

Elevate your career by managing impactful virtual and in-person events that align with business objectives. Collaborate with stakeholders, lead project management, and execute strategies to enhance br...

Drive impactful events by collaborating with teams to strategize and execute high-quality in-person and virtual experiences, enhancing brand visibility and client connections while ensuring alignment...

Unlock your potential in a dynamic role that combines quantitative analysis, risk management, and stakeholder collaboration to enhance investment strategies and drive superior portfolio performance...

Join a team that drives impactful solutions for diverse clients by leveraging financial expertise and innovative analytics, addressing challenges through collaborative engagement and mentorship within...

Discover the impact you can make as a Financial Analyst, focusing on rates, pricing, and profitability analysis while collaborating with cross-functional teams to enhance financial reporting and drive...

Partner with us to enhance financial strategies, providing expert planning and analysis for clients. Drive comprehensive financial solutions and foster ongoing relationships within the financial servi...

Partner with us to foster engagement and support for advisors in a dynamic remote role. Coordinate projects and initiatives, ensure smooth event logistics, and build meaningful relationships to drive...

Deliver exceptional investor service by managing a dedicated team to ensure accurate transaction processing, client reporting, and relationship-building while adhering to compliance and operational st...

Own the FP&A analysis process, ensuring accuracy in expense tracking, variance analysis, and model integrity within Workday Adaptive, while collaborating with finance leaders to support strategic deci...

Champion a sales-driven approach to engaging high-net-worth clients, leveraging qualified leads. Manage your territory effectively with a comprehensive support system to drive success in financial ser...

Engineer innovative liquidity solutions as a senior leader in Private Share Lending. Coordinate multi-party transactions, enhance business development, and foster strategic relations with issuers and...

Champion client relationships and enhance communication of investment strategies, ensuring best-in-class service through expert understanding of private equity products and performance metrics for a d...

Pioneer impactful advisory services in M&A and ECM. Leverage deep financial expertise across sectors, driving relationships, and delivering top-tier outcomes in a fast-paced, collaborative environment...

Accelerate your career in financial services by leading client relationships in a sales-focused role. Drive growth by converting high-net-worth prospects into clients through personalized investment s...

Join a team that's dedicated to driving investment solutions, nurturing client relationships, and maximizing revenue growth in a consultative capacity within the North American distribution channel...

Engage in driving new business by acquiring net-new logos in the Financial Services sector. Lead complex sales cycles while building strategic relationships with C-level executives to ensure high-impa...

Shape the future of investment analytics by delivering precise performance attribution and insights across asset classes. Collaborate with investment teams and stakeholders to optimize strategies and...

Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...

Engage in strategic relationship management for wealth management clients, driving business development initiatives. Collaborate across teams to deliver investment solutions and support internal proje...

Empower legal innovation by partnering with the General Counsel to navigate diverse matters, enhance templates, and leverage AI tools while supporting a dynamic legal framework in the fast-paced FinTe...

Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...

Transform investment strategies through financial modeling, analysis, and portfolio management. Collaborate with teams to evaluate opportunities and support transactions that enhance real estate asset...