Financial Advisor Jobs in White Plains, NY

Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...

Empower legal innovation by partnering with the General Counsel to navigate diverse matters, enhance templates, and leverage AI tools while supporting a dynamic legal framework in the fast-paced FinTe...

Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...

Transform investment strategies through financial modeling, analysis, and portfolio management. Collaborate with teams to evaluate opportunities and support transactions that enhance real estate asset...

Transform legal guidance in structured products for investment banking, ensuring compliance, risk management, and supporting diverse business units in complex transactions with expert negotiation and...

Engage with diverse teams to provide legal guidance on structured products transactions, ensuring compliance and managing legal risks. Develop expertise while mentoring junior attorneys and supporting...

Champion your legal expertise by advising on structured products and securitizations. Collaborate with business clients, resolve legal issues, and lead initiatives while ensuring compliance with regul...

Lead the preparation and review of complex tax returns for high-net-worth clients, ensuring compliance while delivering exceptional service and building strong client relationships in a fast-paced env...

Join a team that's dedicated to enhancing financial literacy for New York's Deferred Compensation Plan participants through engaging seminars and personalized sessions, fostering strong relationships...

Unlock potential by managing complex fiduciary and investment accounts. Collaborate with clients and internal teams to streamline operations, enhance service delivery, and drive client satisfaction in...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Transform distributor relationships through dynamic training and tailored sales support, driving growth in Life and Annuity products. This role emphasizes collaboration, impactful training, and high v...

Build strong client relationships while advising on financial operations, due diligence, and regulatory compliance. Join a dynamic team to enhance accounting practices and manage critical financial pr...

Build strong relationships by analyzing financial data, guiding clients through complex transactions, and ensuring compliance with regulatory standards. Collaborate with teams to deliver impactful sol...

Join a team that tackles complex retirement plan issues, providing expert consulting on design, compliance, and operational reviews. You'll drive impactful solutions in a dynamic environment, collabor...

Join a team that delivers impactful ESG advisory solutions across climate, carbon, and regulatory workstreams. Support diverse engagements and develop expertise in a collaborative, technology-driven e...

Grow your career with an established financial firm by engaging high-net-worth prospects, converting them into clients, and collaborating with a supportive team, focusing entirely on sales without col...

Elevate client relationships by driving sales of alternative investment products. Leverage your expertise to implement business strategies and collaborate with internal teams to enhance distribution a...

Develop strategic partnerships and drive sales initiatives in alternative investments by collaborating with key stakeholders, enhancing client engagement, and executing comprehensive business plans th...

Lead the charge in managing client life cycles and building lasting relationships, involving thorough client onboarding, accurate money movements, and customized financial solutions within a dynamic t...

Transform your career by managing complex fiduciary trust relationships, providing exceptional client service, and ensuring compliance for both domestic and international clients. Play a key role in m...

Unlock your potential as a Client Success Analyst, driving Salesforce platform adoption, optimizing user experiences, and collaborating across teams to meet client and operational goals effectively...

Grow your career with a strategic sales role focused on financial institutions. Drive client success through consultative selling, pipeline development, and collaboration across teams to enhance brand...

Lead the charge in driving sales growth within financial institutions, leveraging strategic expertise and consultative sales techniques to create strong partnerships and ensure product adoption, while...