Financial Advisor Jobs in Oceanside, NY

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...

Develop client relationships and drive financial wellness solutions, creating innovative programs that align with business objectives while expanding market share and ensuring client satisfaction thro...

Grow your career with a dynamic role focused on business support, negotiation, and project management in the investment management space. Collaborate globally while implementing solutions to manage ri...

Drive client relationships and investment banking services through strategic advisory in M&A and capital raising across diverse sectors, while mentoring junior staff and enhancing the bank's offerings...

Unlock new opportunities in asset management by driving enterprise-scale AI adoption, engaging C-suite stakeholders, and delivering transformative solutions that enhance investment strategies and oper...

Support the execution of treasury operations, enhancing liquidity forecasting, cash management, and banking relationships in a strategic, hands-on leadership role within a dynamic organization...

Drive underwriting and portfolio management of ADG financing transactions. Analyze, monitor, and modify strategies in response to regulatory needs and market trends to maximize value while minimizing...

Unlock your potential as a subject-matter expert in wealth management solutions, driving CRIMS implementations through client training, needs analysis, and workflow optimization to ensure top-tier ser...

Innovate within a dynamic team to implement and support Aladdin investment management solutions, ensuring operational efficiency and compliance while collaborating with stakeholders to shape strategic...

Join a team that's redefining investment banking. As a junior banker, you'll gain early exposure to live deals, engage with clients, and collaborate with innovative tech to streamline processes and en...

Elevate strategic financial insights by leading modeling, forecasting, and analysis. Partner with leadership to shape decision-making and drive performance improvements. Mentor junior analysts and adv...

Champion client relationships by providing tailored wealth management advice and strategies. Collaborate with prospects to analyze financial goals, ensuring personalized access to investment and insur...

Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...

Accelerate progress at our dynamic financial services firm, engaging high-net-worth clients to showcase tailored wealth management solutions while leveraging comprehensive support and training resourc...

Lead the charge in delivering critical regulatory reports, collaborating closely with offshore teams. Drive Agile practices and ensure compliance and data integrity within the Axiom platform, translat...

Join a dynamic team as a Project Manager to drive strategic process transformation and operational efficiencies, enhancing the growth and scalability of the Private Wealth platform while collaborating...

Champion financial excellence by serving as a strategic partner to senior leaders, driving insights and guidance that shape decisions across the US P&C portfolio while influencing long-term business s...

Unlock your potential in a client-focused sales role, managing a designated territory. Leverage a provided lead flow to showcase wealth management solutions to high-net-worth clients, with full suppor...