Financial Advisor Jobs in White Plains, NY

Join a leading firm to provide expert estate planning and private client legal services, managing high-value client relationships. Optimize your practice with support for business development and oper...

Transform product governance in Private Wealth by defining operational rules and parameters to ensure compliance, design eligibility criteria, and enhance the client service experience through effecti...

Shape the future of consumer compliance by leading a team to ensure regulatory standards are met, guiding the business on compliance risks, and driving strategic partnerships across the organization f...

Drive consumer compliance excellence by managing advisory teams and embedding regulatory standards within business processes, ensuring clear guidance and actionable risk assessments across the Consume...

Transform client engagement strategies by proactively identifying and qualifying opportunities in the RIA channel, leveraging financial technology to enhance growth and drive adoption of innovative in...

Grow your career with a strategic role in managing institutional client relationships, driving retention, and expanding value through tailored research services in a dynamic investment environment. Em...

Transform enterprise-level client relationships in the Insurance sector by deploying cutting-edge AI solutions, driving revenue growth, and enhancing operational workflows through strategic account ma...

Manage comprehensive travel and meeting logistics while maintaining team organization, ensuring exceptional support and collaboration across internal and external partners to optimize operational effi...

Join a team that's transforming the lower middle market by owning sell-side mandate origination and execution as a VP in Sales M&A. Play a critical role in deal pipelines and firm strategy while mento...

Analyze data to drive impactful finance and business decisions. Collaborate cross-functionally on projects from forecasting to tool development, empowering teams with insights and strategic direction...

Shape the future of investing by researching and analyzing diverse sectors, driving insights into portfolio construction, and engaging with industry stakeholders in a dynamic equity fund environment...

Explore your capabilities as you design and implement decision strategies within a low-code platform. Collaborate with teams to translate business needs into effective solutions, ensuring precision an...

Invent impactful communication strategies to enhance brand reputation and drive stakeholder engagement. Oversee strategic plans and collaborate across teams to ensure consistent messaging while managi...

Elevate your career by collaborating across teams to optimize cash flow strategies, enhance financing solutions, and manage investment portfolios in a dynamic private credit environment, driving effic...

Champion seamless investor services by coordinating inquiries, processing transactions, and delivering critical documentation. Enhance client interactions while ensuring compliance and team leadership...

Join a dynamic team as you lead enterprise sales initiatives, drive revenue growth, and build lasting client relationships in a competitive SaaS environment. Your strategic approach will shape solutio...

Join a team that's redefining pediatric healthcare by driving financial strategy and analysis. You'll support operational performance, build robust forecasting models, and collaborate across departmen...

Champion ongoing research for US IPOs and direct listings, utilizing data-driven insights to score and rank deals. Provide tailored support for institutional clients through pre- and post-deal analysi...

Transform the landscape of US IPO research with data-driven insights, ranking, and high-touch services for institutional clients, ensuring comprehensive pre- and post-deal coverage while collaborating...

Transform the US Funds landscape by supporting fund development and launch efforts, coordinating cross-functional teams, and streamlining processes to enhance efficiency and compliance for the growing...

Drive the growth of card personalization through strategic sales and relationship management, leveraging industry expertise and innovative marketing tactics to acquire clients and enhance market prese...

Lead the charge in delivering strategic client engagements, leveraging expertise to transform financial services with AI-driven solutions. Drive impactful change and nurture high-performance cultures...

Transform client outcomes by leveraging analytics and market intelligence to develop strategic insights. Collaborate with cross-functional teams to enhance program performance in managed care, ensurin...

Unlock your potential as a Vice President, providing strategic legal counsel on technology and data matters. Lead global initiatives, ensuring compliance, governance, and industry advocacy while colla...

Lead a team of Advisory consultants to enhance healthcare performance by managing client engagements, ensuring project quality, and fostering strong relationships. Oversee deliverables, drive profitab...