Financial Advisor Jobs in White Plains, NY

Elevate client services by leading a dynamic team to optimize client experiences. Collaborate with partners to enhance business efficiencies while managing risk in an ever-evolving financial landscape...

Manage first-line trade support for Futures trading desks, ensuring accurate margin settlements and client inquiries. Collaborate cross-functionally, optimize processes, and maintain high service stan...

Partner with us to drive growth in financial institution credit card programs. Support business development, manage partnerships, and coordinate execution across teams to enhance account acquisition a...

Transform the client experience by leading a service team, enhancing relationships, and supporting financial advisors through strategic marketing and exceptional client service execution. Drive busine...

Lead growth initiatives by managing strategic programs and optimizing advisor partnerships. Collaborate cross-functionally to enhance client experiences, drive results, and support practice growth in...

Reimagine growth strategies as you lead initiatives that empower financial advisors, enhance community engagement, and drive measurable outcomes within a dynamic team-focused environment focused on co...

Deliver exceptional client service by managing client relationships, leading a team, and overseeing fund administration for private equity funds while fostering career growth and enhancing operational...

Join a team that's shaping strategic growth by mastering capital allocation and investment across diverse business functions. Drive critical planning and decision-making, influencing financial perform...

Join the compliance team to ensure investment limits adherence in ETFs, managing the full lifecycle of trading compliance from policy implementation to monitoring, while collaborating across functions...

Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...

Analyze complex financial data to drive strategic decision-making and optimize resource allocation. Collaborate with finance and program teams to enhance reporting systems and develop tools that suppo...

Oversee enterprise sales strategies in financial services, driving growth by transforming client operations and achieving excellence in consultative selling. Engage stakeholders to enhance value throu...

Shape the future of financial services by driving digital transformation through consultative selling of sophisticated SaaS solutions. Engage C-suite leaders and cultivate relationships to foster grow...

Lead the charge in transforming high-net-worth financial prospects into clients by leveraging an established qualified lead flow and comprehensive support resources, all while engaging in face-to-face...

Unlock your potential by leading small business portfolio management and loan processing. Utilize your analytical skills to drive loan decisions and enhance retail operations, ensuring top credit qual...

Empower client relationships by developing customized treasury management solutions, driving revenue growth, and providing strategic support across commercial and institutional banking sectors while c...

Develop robust relationships with asset managers and enhance marketplace strategies. This senior technical role is pivotal in driving sales initiatives and delivering technology solutions to clients w...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Grow your career with a leading investment firm by engaging high-net-worth prospects and converting them into clients through tailored wealth management solutions. Benefit from comprehensive support a...

Accelerate growth at a leading financial institution by driving ECM offerings, engaging clients, and collaborating across teams to deliver innovative capital market solutions that address client needs...

Shape the future of AI-assisted wealth management by defining complex financial reasoning and standards. Collaborate with experts to ensure the platform reflects rigorous planning judgment and navigat...

Help us transform the customer experience in annuity sales by guiding clients through the buying process, ensuring clarity, and fostering trust while contributing to the development of a groundbreakin...

Elevate the client experience by supporting Advisory teams in wealth management. Collaborate in a fast-paced environment to provide tailored investment strategies while enhancing client relationships...

Lead the charge in defining investment strategies that align client goals with tailored asset allocations, delivering comprehensive investment solutions and performance reports while collaborating wit...

Join a dynamic team to assess merger candidates and enhance integration strategies. Leverage your investment expertise for impactful analysis and collaboration within the Investment Office, shaping su...