Financial Advisor Jobs in Woodbury, NY

Join a team that's dedicated to transforming tax preparation into comprehensive financial planning. Engage with clients to provide solutions in tax, estate, and wealth management, while mentoring juni...

Optimize client engagement by driving capital markets solutions. As a leader in the ESOP sector, you'll foster relationships, coordinate sales strategies, and navigate market conditions to enhance cli...

Manage and drive capital markets sales activities, enhancing client relationships and delivering tailored financial solutions while leading strategic initiatives and ensuring compliance with market re...

Accelerate progress at the intersection of finance and strategy by owning forecasting and analysis tasks, partnering with business leaders, and providing insights that shape decision-making across the...

Transform client experiences by providing exceptional support in fixed income services, managing order execution, collaborating with trading teams, and enhancing service delivery to exceed expectation...

Elevate our acquisition strategy by leading M&A processes and negotiations. Collaborate cross-functionally to identify opportunities and integrate acquired practices. Drive growth through strategic pa...

Drive financial excellence by collaborating across teams to enhance planning and reporting processes. This role blends detailed analysis with strategic insight, offering visibility into key leadership...

Drive impactful ESG advisory projects while leveraging data analysis and insights. Collaborate with clients to enhance sustainability initiatives and support due diligence engagements as part of a dyn...

Champion tax compliance by preparing complex federal and state returns for high-net-worth clients, managing workflows, and collaborating with senior professionals for effective client delivery and com...

Join a team that's pivotal in shaping financial insights. This role offers an enriching experience in Sales, Trading & Research through hands-on training and key responsibilities, fostering profession...

Shape regulatory initiatives by leading complex analyses and advising executives on rule changes, while managing policy coordination and providing expert legal counsel in a hybrid environment that fos...

Analyze client data to enhance sales support for Treasury Solutions. This role focuses on creating proposals, reviewing metrics, and identifying growth strategies, ultimately contributing to successfu...

Engage with business leaders to drive strategic decision-making through financial analysis and insights. Collaborate, forecast, and report on performance metrics to enhance overall financial outcomes...

Innovate financial strategies while executing detailed analyses and models for complex transactions. Collaborate with clients and provide mentorship, ensuring client needs are met while delivering pre...

Join a team that's transforming financial advisory services by executing high-value transactions, collaborating globally, and driving innovative strategies to enhance client success in the Financial I...

Unlock potential by leading financial modeling and analysis to support strategic decisions across multiple schools. Collaborate with cross-functional teams to provide clear insights and ensure accurat...

Join a dynamic team to drive investment analysis and management in the mining sector, overseeing financial modeling, due diligence, and portfolio performance with direct exposure to senior leadership...

Drive strategic asset management initiatives to maximize real estate value and performance across a diverse portfolio, through financial analysis, reporting, and market monitoring in a dynamic environ...

The Manager - Financial Advisory Services will oversee client engagements in financial consulting, analysis, and M&A, ensuring timely and accurate delivery of services. This role requires strong commu...

Shape the future of finance strategy by partnering with executives to drive impactful financial models, strategic analyses, and investor communications in a dynamic, fast-paced environment focused on...

Partner with us to support the U.S. Controller, leading financial reporting, governance, and strategic finance initiatives for Bank Subsidiaries while driving talent development and operational effici...

Optimize financial insights by partnering with senior leaders to enhance decision-making, reporting, and planning processes. Drive data quality improvement and elevate the Finance team's analytical ca...

Transform client experiences by leading strategic engagements, ensuring satisfaction and retention while driving growth through effective project delivery and strong partnerships with key stakeholders...

Innovate training strategies and content systems to empower client-facing teams. Drive scale and adoption, shaping advisor capabilities while enhancing client experiences through AI and data-driven ap...

Drive the management of equipment portfolios, enhancing end-of-lease performance through negotiation, strategic oversight, and team leadership to maximize asset value and operational efficiency...