Financial Advisor Jobs in Oceanside, NY

Elevate the client experience by supporting Advisory teams in wealth management. Collaborate in a fast-paced environment to provide tailored investment strategies while enhancing client relationships...

Empower transformation by leading portfolio analytics and insights for MedTech Innovation. Drive digital change, data visualization, and strategic communications to enhance business decisions and infl...

Take ownership of our benefits function, managing health, wellness, and compliance while navigating vendor relations and driving employee engagement at a fast-growing RIA...

Optimize workspace strategies and property management to enhance operational efficiency in Wealth Management. Collaborate cross-functionally to analyze data, develop insights, and drive project comple...

Champion the investment accounting function, leading strategy execution and governance. Collaborate with finance leaders for accurate reporting, team development, and effective internal controls to su...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Join a team that's focused on building lasting client relationships in the commercial insurance sector. This role is essential for account management, ensuring service excellence, and supporting a thr...

Transform the Financial Services landscape by owning the full sales cycle, building trusted relationships, and leading consultative conversations to drive cloud modernization and AI adoption across th...

Transform actuarial processes by managing pricing, capital planning, and product development within a dynamic insurance organization focused on innovation and growth. Collaborate with leadership to op...

Execute complex capital markets and M&A transactions, presenting strategic insights to clients while leading project workflows and collaborating with internal teams to drive initiatives in the Energy...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Lead the charge in financial analysis and strategic support for acquisitions, development projects, and asset management, driving informed decisions and enhancing productivity with innovative tools in...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Elevate your career by transforming Shared Services with data-driven insights and AI solutions. Collaborate across functions to implement analytical strategies that enhance operational efficiency and...

Shape client experiences by effectively managing transitions and inquiries. You will oversee onboarding of SMA accounts while collaborating with teams to resolve issues, ensuring our clients maximize...

Unlock potential by joining a dynamic team, working on complex investment transactions, and driving strategic initiatives in specialty finance and corporate credit. Engage with industry leaders while...

Contribute to a dynamic Investment Team focusing on credit-oriented markets, managing multiple transactions and mentoring juniors, while leveraging financial models and strategic planning to drive suc...

Empower growth by developing engaging marketing strategies that elevate brand awareness, build client relationships, and drive revenue across multiple channels through collaboration with sales and sub...

Unlock potential by leading a high-performing team of Business Analysts, driving Agile practices, fostering collaboration, and ensuring high-quality delivery of business solutions...

Analyze, create, and present financial models while managing junior staff. Collaborate with clients to assess credit risk and deliver strategic presentations that drive business growth. Support financ...

Drive success by leading Fund Accounting teams, managing client relationships, ensuring compliance with accounting standards, and developing staff to enhance performance. Collaborate across teams to d...

Elevate team performance by managing a group of Virtual Engagement Associates, ensuring excellence in support services to Financial Advisors while driving client engagement strategies through innovati...

Redefine sales leadership by driving performance, building teams, and owning the revenue strategy. As a player-coach, you will close deals and shape the future while creating a legacy in a high-perfor...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Discover rewarding opportunities in risk management by driving compliance initiatives and ensuring adherence to operational policies. Collaborate with a dynamic team while supporting Financial Advisor...