Financial Advisor Jobs in White Plains, NY

Join a team that's dedicated to enhancing client relationships through analytics, customized investment strategies, and business development support. Contribute your expertise in portfolio analysis an...

Join a team that's shaping financial strategy through actionable insights and forecasting. Collaborate with CXG leaders to elevate reporting quality and connect financial data to business objectives i...

Oversee and transform fee calculation and performance processes, utilizing automation and technology to deliver scalable, production-grade solutions that enhance operational efficiency in private mark...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Unlock potential by bridging business needs with tech solutions, driving data-informed decisions, and enhancing project delivery for an externally facing portal. Collaborate across teams to optimize p...

Unlock potential by driving complex initiatives, bridging business needs with actionable solutions, and collaborating across organizational levels to deliver measurable results and strategic insights...

Join a dynamic team as you develop and maintain long-term client relationships, leveraging innovative financial wellness solutions to enhance client satisfaction and drive business growth. Collaborate...

The Estate and Tax Planning Legal Associate will support the Dalio Family Office in designing and implementing sophisticated estate and tax planning strategies for family members and related entities...

Lead the charge in providing expert ERISA compliance testing and reporting services. Collaborate with clients and teams to ensure regulatory adherence and elevate service quality in retirement plan ad...

Join a team that empowers Financial Advisors by providing exceptional client support, handling account inquiries, and executing administrative tasks to foster client relationships and operational exce...

Develop client relationships and drive financial wellness solutions, creating innovative programs that align with business objectives while expanding market share and ensuring client satisfaction thro...

Explore a career in M&A Advisory, engaging with senior leaders while leveraging financial modeling skills. Collaborate across teams to provide strategic insights for corporate clients in a dynamic, mu...

Grow your career with a dynamic role focused on business support, negotiation, and project management in the investment management space. Collaborate globally while implementing solutions to manage ri...

Empower your career by optimizing advisor onboarding processes, enhancing operational efficiency, and driving revenue growth in a dynamic fintech environment. Collaborate across teams to foster custom...

Drive client relationships and investment banking services through strategic advisory in M&A and capital raising across diverse sectors, while mentoring junior staff and enhancing the bank's offerings...

Unlock new opportunities in asset management by driving enterprise-scale AI adoption, engaging C-suite stakeholders, and delivering transformative solutions that enhance investment strategies and oper...

Support the execution of treasury operations, enhancing liquidity forecasting, cash management, and banking relationships in a strategic, hands-on leadership role within a dynamic organization...

Drive underwriting and portfolio management of ADG financing transactions. Analyze, monitor, and modify strategies in response to regulatory needs and market trends to maximize value while minimizing...

Grow your career with a pivotal role in financial planning, supporting strategic analytics and expense management across the organization, enhancing decision-making through actionable insights and dat...

Engineer impactful client relationships and drive strategic success through data-driven insights and leadership of integrated teams, enhancing business growth and retention in the financial services s...

Accelerate client engagement by deepening relationships and driving strategic growth in a complex portfolio, ensuring exceptional service and positive outcomes through comprehensive team leadership an...

Elevate the mortgage lending landscape by pioneering renovation financing. As a Senior Loan Officer, you will expand your referral network and empower homeowners to access their future home value, dri...

Join a team that's redefining investment banking. As a junior banker, you'll gain early exposure to live deals, engage with clients, and collaborate with innovative tech to streamline processes and en...

Empower clients by leading consultation projects, managing teams, and delivering exceptional service. Drive strategic objectives and foster professional growth for junior staff while ensuring project...

Champion financial insights and client relations while expertly crafting analyses and presentations to support M&A transactions. Collaborate with a dedicated team, driving innovative solutions in a fa...