Financial Advisor Jobs in White Plains, NY

Drive client relationship management activities to grow sales and market share. Collaborate with internal teams to mitigate risk while delivering tailored financial solutions. Enhance client satisfact...

Unlock potential by providing essential support to the Billing team, managing partner inventories, resolving WIP issues, and collaborating across departments to ensure seamless inventory management in...

Contribute to the success of diversified alternative investments by managing product transfers and fostering key partnerships across multiple investment products while driving growth and innovation in...

Support business systems by analyzing user needs, evaluating application suitability, and enhancing operational efficiency through effective solutions and documentation. Collaborate with teams to impl...

Join a team that's redefining the Wealth Management experience through strong product ownership and collaboration, driving impactful product capabilities and enhancing user satisfaction across busines...

Transform financial insight into action! Join us to drive revenue modeling, sales reporting, and commission planning within FP&A while collaborating with leadership to optimize performance and inform...

Accelerate operational excellence by leading a dynamic team driving workflow efficiency and enhancing client service delivery, all while collaborating with leadership to optimize processes across the...

Manage and optimize a centralized governance framework for evaluating and reporting on capital projects and IT capacity, ensuring alignment across business units and facilitating decision-making at th...

Empower your career by leading strategic marketing initiatives that enhance brand visibility and drive growth. Collaborate with leadership to implement data-driven campaigns and innovative content in...

Take ownership of crucial financial analyses and client interactions, guiding complex projects through rigorous modeling and strategic insights. Gain exposure to mergers, valuations, and high-level de...

Optimize the Co-CEO's effectiveness by managing complex schedules, anticipating needs, and streamlining operations. Bring your strategic support to elevate executive performance in a fast-paced tech e...

Accelerate sales success by leading a consultative sales process focused on diagnosing client needs and providing effective AI marketing solutions for SMBs in local services. Drive revenue growth in a...

Transform compliance programs within Wealth Management, enhancing regulatory alignment and operational efficiency while collaborating across teams to mitigate risk and drive continuous improvement in...

Accelerate progress at a remote-first organization by leading finance and FP&A. Collaborate closely with executive leadership, drive strategic planning, build teams, and enhance financial frameworks f...

Pioneer innovative solutions in client management for insurance firms, driving strategic relationships and leveraging asset management expertise across diverse investment strategies. Collaborate for e...

Lead the charge in executing complex M&A transactions while fostering client relations and driving business growth. Mentor junior team members, manage project timelines, and oversee financial models t...

Advance the infrastructure finance space by participating in the entire investment process. Collaborate with a dynamic team to analyze opportunities, assess risks, and enhance portfolio performance fo...

Drive strategic financial planning and analysis to influence key decisions, optimize resources, and enhance business performance across the organization, collaborating with leadership to deliver actio...

Unlock your potential by supporting SPAC transactions from IPO to De-SPAC. Collaborate with diverse clients and gain hands-on experience in financial modeling, valuation analysis, and market research...

Transform financial strategies by leading capital markets and treasury functions to optimize funding and manage risk. Collaborate with senior leaders, driving enterprise objectives and cross-functiona...

Lead the charge in building client relationships by providing tailored HR solutions to small and midsized businesses, while driving sales growth through consultative engagement and expert advisory sup...

Advance your career by providing expert accounting and investor services for hedge funds and private equity, managing net asset valuations, and ensuring compliance with GAAP in a dynamic team environm...

Join a dynamic Private Placement team to drive U.S. debt issuance and advisory, providing essential analytics and support in a fast-paced market. Collaborate with clients and senior professionals to e...

Shape Addepar's go-to-market strategy and revenue planning by leading initiatives in pricing, segmentation, and operational infrastructure, driving alignment with senior leadership to foster growth an...

Lead M&A tax due diligence and structuring processes for diverse transactions. Mentor teams, manage client relationships, and deliver high-quality analyses while identifying tax risks and opportunitie...