Financial Advisor Jobs in Ossining, NY

Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...

Analyze investment strategies and conduct financial modeling to identify credit opportunities. Collaborate with teams to assess risks, enhance portfolio oversight, and contribute to informed investmen...

Grow in a dynamic role where you will drive sales, counsel clients, and manage insurance accounts while developing your expertise in a fast-paced environment focused on client success and business exp...

Elevate financial strategies by providing analytical support and insight. Design advanced financial models to inform decision-making while analyzing investment transactions and corporate accounting, e...

Optimize team performance and drive initiatives to enhance collaboration and productivity. Leverage cross-functional partnerships to achieve strategic goals and foster an engaging work environment tha...

Unlock potential by engaging in strategic M&A advisory and financing transactions. This role offers significant early responsibility in a rigorous environment, emphasizing teamwork and personal develo...

Optimize client engagement by leveraging AI solutions tailored to financial services, fostering relationships with bankers and investors to drive impactful results. Lead product demos and position Rog...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Strategize partnerships across the U.S. wealth management ecosystem to enhance alternative investment engagement, leveraging 12+ years of industry expertise to drive growth and innovation...

Lead the charge in delivering sophisticated capital markets solutions and managing financing transactions, collaborating with various teams to maximize client success while developing junior talent an...

Transform client outcomes by delivering impactful financial analysis, modeling, and strategic guidance. Collaborate across diverse industries to enhance decision-making, drive growth, and build enterp...

Engage as a key leader in driving strategic partnerships across the Americas, fostering relationships with major financial institutions and orchestrating business growth through tailored investment so...

Empower growth by managing Real Estate and Data Center Finance transactions, analyzing market trends, preparing pitch materials, and leading credit approval processes, collaborating across teams for s...

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...

Join a team that's driving strategic advisory services for M&A and capital raising, covering diverse sectors. Contribute to business development and enhance client relationships in a fast-paced invest...

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...

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...

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...

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...

Lead the charge in optimizing operational processes within asset management, focusing on performance analytics, compliance, and service enhancement while collaborating closely with leadership to drive...

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 conducting thorough branch examinations across the U.S. Utilize your expertise in securities compliance to ensure adherence to regulations, communicate findings, and su...

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...