Financial Advisor Jobs in Oceanside, NY

Support business development efforts by managing client relationships, conducting due diligence, and facilitating transactions while collaborating with internal teams to drive growth in the Private Eq...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Shape the future of treasury management by driving revenue growth and client satisfaction for Fortune 500 companies. Collaborate with diverse teams to deliver customized financial solutions and influe...

Join a dedicated team to manage and enhance the SBA loan portfolio, ensuring compliance through quality control, approvals, closings, and servicing. Utilize your analytical and problem-solving skills...

Accelerate progress at the heart of financial strategy, guiding leadership through insightful modeling and forecasts to drive impactful business decisions. Collaborate cross-functionally to enhance op...

Pioneer the future of retirement solutions! Lead and inspire a dynamic team of sales professionals in a high-impact role to maximize qualified retirement plan sales across diverse financial channels w...

Lead strategic client engagements, providing expert financial analysis and support. Manage high-impact presentations while fostering relationships within corporate banking to facilitate complex financ...

Shape the future of capital adequacy by managing regulatory compliance, enhancing analytics, and optimizing processes. Contribute to strategic initiatives while producing high-quality reporting for th...

Join a dynamic team shaping financial futures by delivering strategic advisory and capital raising solutions. As an Analyst, build essential skills while supporting transactions and collaborating with...

Tackle complex tax issues independently, leading service delivery and team oversight while ensuring accurate compliance and fostering client relationships through innovative solutions and technical ex...

Grow your career with a dynamic team, driving client acquisition and retention. Oversee comprehensive wealth management strategies for high net worth clients while ensuring ethical standards and sales...

Grow your expertise by managing multi-asset portfolios and driving investment research strategies. Collaborate with senior managers to deliver actionable insights and optimize performance across wealt...

Unlock growth in the Private Equity sector by cultivating strategic relationships, driving sales initiatives, and aligning services with client needs. Engage with executives to enhance business opport...

Analyze market trends and collaborate with Private Equity firms to cultivate strategic relationships, drive growth initiatives, and deliver comprehensive accounting, tax, and consulting solutions to m...

Unlock new opportunities in tax compliance and consulting for Alternative Investments. Collaborate with clients in venture capital, private equity, and real estate to provide expert compliance service...

Drive impactful tax compliance and consulting for clients in Alternative Investments, ensuring adherence to regulations while minimizing tax burdens. Lead teams in high-quality engagements and develop...

Analyze and optimize incentive strategies while collaborating with senior management and brokers. Drive location strategy, site selection, and negotiation efforts to enhance tax-efficient transactions...

Champion client success by leading transformative claims operations. Drive engagement with diverse teams to optimize P&C insurance processes, innovate solutions, and build lasting client relationships...

Advance your career by driving business growth in the financial sector. Engage prospects, develop relationships, and utilize strategic selling techniques to exceed revenue goals while managing a robus...

Elevate client success by architecting tailored solutions for onboarding and implementation projects, collaborating with cross-functional teams to align with the Addepar ecosystem while ensuring top-t...

Join a team that's redefining real estate law as you manage complex securities offerings, guiding leading firms and investors through multifaceted transactions within a dynamic, collaborative environm...

Join a team that's shaping the future of real estate finance. In this role, leverage 6+ years of experience to manage structured securities offerings, collaborating with diverse clients on complex tra...

Lead the charge in strategic finance to shape resource allocation, decision-making, and growth. Collaborate with executives to develop financial models, evaluate investment strategies, and optimize op...

Champion transformative solutions in financial technology as a Sr. Sales Engineer, supporting sales processes, conducting technical consultations, and guiding clients through tailored product experien...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...