Financial Advisor Jobs in West Babylon, NY

Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...

Analyze client data to enhance sales support for Treasury Solutions. This role focuses on creating proposals, reviewing metrics, and identifying growth strategies, ultimately contributing to successfu...

Deliver strategic leadership in Insurance & Annuity Solutions, shaping product offerings and growth initiatives while driving team performance and client-centric solutions across the Americas...

Unlock potential by leading financial modeling and analysis to support strategic decisions across multiple schools. Collaborate with cross-functional teams to provide clear insights and ensure accurat...

Join a dynamic team as you manage fund valuations and investor relations for our sponsored funds. Collaborate with auditors and contribute to tax compliance while driving operational excellence in a f...

Join a team that's dedicated to fund administration excellence, overseeing valuations, audits, and compliance. Collaborate with stakeholders and lead initiatives to enhance operational processes for i...

Join a dynamic team as you oversee fund valuations, manage audits, and enhance investor relations. Drive compliance and operational excellence while fostering growth and mentorship within the team env...

Empower business development by cultivating relationships and driving sales initiatives. Leverage your expertise in equipment financing to support clients across diverse industries and propel company...

Unlock potential by supporting M&A and capital raising projects, conducting financial analysis, and preparing marketing materials within a collaborative, fast-paced corporate finance environment...

Join a team that strategizes comprehensive estate and fiduciary solutions for high-net-worth clients, utilizing your legal expertise and collaboration skills in a supportive, non-practicing attorney r...

Champion exceptional client relationships while enhancing portfolio strategies, ensuring tailored investment solutions, and driving growth in a fast-paced wealth management environment. Collaborate wi...

Contribute to data management and analytics reporting for investment strategies, ensuring data accuracy, integrity, and timely delivery while collaborating with stakeholders to enhance operational eff...

Join our team as a Senior Wealth Advisor, fostering deep relationships with ultra-high-net-worth clients and leveraging advanced expertise to deliver personalized financial solutions that empower thei...

Create innovative solutions for our Portfolio Construction product, overseeing feature development from concept to launch. Collaborate with cross-functional teams to drive product strategy while ensur...

Shape the future of business development by leading a dynamic team to cultivate new revenue opportunities in the fintech sector. Collaborate across departments to drive growth and innovation while men...

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of var...

Analyze market trends and liquidity risk while collaborating with teams to support investment decisions and optimize cash management strategies across fixed-income portfolios. Drive regulatory complia...

Pioneer the integration of AI in financial services by leading client engagements, addressing workflow challenges, and demonstrating value through tailored solutions. Establish rapport, drive financia...

Join a team that drives legal excellence in CLO transactions, providing guidance to investment professionals, managing execution, and navigating regulatory landscapes to support a $26 billion CLO port...

Join a team that's at the forefront of M&A transactions, providing critical analysis and strategic corporate finance advice to diverse clients. Collaborate within a dynamic environment and drive impac...

Drive analysis of financial statements to enhance credit risk management, evaluate exposures, and ensure legal compliance while collaborating across departments to navigate complex issues and support...

Engage with high-net-worth clients, converting prospects to loyal partners. Leverage provided leads and support to educate about wealth management solutions while developing your sales expertise in a...

Help us manage and lead finance-related transactions while ensuring efficient workflows, coordinating closings, and preparing necessary documentation to support successful outcomes and client satisfac...

Manage daily brokerage operations ensuring compliance and efficiency. Collaborate on process improvements, assist with client services, and conduct thorough account reconciliations. Play a key role in...

Shape the future of advanced planning by providing strategic support to agents across the West Central Zone. Collaborate on estate, business, and charitable strategies, ensuring customized solutions d...