Financial Advisor Jobs in Oceanside, NY

Elevate your career as you provide expert financial guidance, managing client wealth through strategic planning and strong relationship-building, while collaborating with a dedicated team to exceed cl...

Execute critical M&A transactions across diverse industries while leading teams, managing client relations, and driving strategic outcomes. Shape the future with innovative solutions and advanced fina...

Drive revenue growth by engaging and closing business opportunities with decision-makers in the Wealth Management sector, focusing on client needs and strategic collaborations to enhance onboarding an...

Drive exceptional client experiences while leading a team of Wealth Management Advisors. Oversee strategy execution, foster client relationships, and enhance market share in a dynamic wealth managemen...

Join a dynamic team to lead AI and automation initiatives that enhance business processes. Collaborate with cross-functional stakeholders to identify opportunities, shape actionable solutions, and com...

Join a dynamic team to develop customized fixed income strategies for high net worth clients. Utilize your expertise in municipal and corporate bonds to provide insightful market analysis and build st...

Drive business growth by cultivating senior-level client relationships, leading strategic sales initiatives, and delivering integrated solutions that exceed revenue targets across diverse platforms in...

Optimize financial operations by managing budgeting, forecasting, and reporting processes within a dynamic corporate setting. Collaborate with cross-functional teams to drive strategic goals and ensur...

Drive your career forward by supporting Financial Advisors and enhancing client experiences through strategic execution and targeted development, while collaborating within a dynamic team in the Finan...

Accelerate your career by supporting project finance transactions, assisting in structuring, analysis, and execution for major infrastructure and energy initiatives. Collaborate with senior team membe...

Empower financial growth by supporting project finance deals, fostering collaboration, and mastering financial models. Engage with teams to analyze, structure, and execute infrastructure and energy fi...

Lead strategic capital market initiatives, integrating investment banking and equity solutions. Drive engagement with clients, manage complex financing transactions, and mentor junior team members whi...

Lead capital markets services and financing transactions while collaborating with clients to develop sophisticated solutions. Drive strategic initiatives across sectors and integrate industry expertis...

Make your mark at a leading wealth management firm by leveraging deep investment expertise to enhance client relationships and deliver tailored solutions. Collaborate with a dynamic team to innovate i...

Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...

Join a team that's dedicated to enhancing client relationships through analytics, customized investment strategies, and business development support. Contribute your expertise in portfolio analysis an...

Join a team that's shaping financial strategy through actionable insights and forecasting. Collaborate with CXG leaders to elevate reporting quality and connect financial data to business objectives i...

Champion strategic recruiting efforts by engaging experienced financial advisors through proactive outreach and relationship-building, partnering with recruiting teams to align objectives and drive gr...

Champion operational excellence in financial planning analysis, collaborating with cost center owners to drive budgeting, forecasting, and reporting efforts that align with organizational financial ob...

Oversee and transform fee calculation and performance processes, utilizing automation and technology to deliver scalable, production-grade solutions that enhance operational efficiency in private mark...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Join a dynamic team as you develop and maintain long-term client relationships, leveraging innovative financial wellness solutions to enhance client satisfaction and drive business growth. Collaborate...

Shape the future of our Investment Bank strategy. Partner with key leaders to analyze performance, manage vendor relationships, and drive operational excellence through innovative strategies and data...

Lead the charge in optimizing treasury operations while collaborating cross-functionally to enhance cash management and financial processes. Utilize analytical expertise to support critical initiative...

Lead the charge in providing expert ERISA compliance testing and reporting services. Collaborate with clients and teams to ensure regulatory adherence and elevate service quality in retirement plan ad...