Financial Advisor Jobs in Woodbury, NY

The Executive Services Relationship Manager will provide exceptional customer service to high net-worth stock plan executives, assisting them with equity compensation and broader financial needs. This...

Join a team that's dedicated to driving client success through innovative outsourcing solutions. You'll lead business development efforts and develop executive relationships to deliver impactful strat...

Transform client relationships into growth by spearheading strategic outsourcing solutions. Leverage industry insights to innovate service offerings and drive revenue while managing high-level engagem...

Lead the client onboarding and lifecycle activities for institutional clients, ensuring operational excellence and a seamless client experience while managing stakeholder coordination and project exec...

Engage in diverse accounting activities for clients in various industries. Contribute to month-end close, financial reporting, and audits while utilizing cutting-edge technology. Collaborate with clie...

Elevate your career by collaborating with internal and external partners to ensure smooth cash management and operational efficiency within fixed income portfolios while delivering exceptional client...

Join a team that's dedicated to providing comprehensive legal support across various commercial agreements while gaining invaluable experience within a dynamic in-house legal environment...

Join a dynamic legal team to support diverse commercial matters, manage legal processes, and collaborate closely with various stakeholders while contributing to a fast-paced environment in a growing f...

Help us drive success by leading and developing Account Executives in our West Region. You'll execute regional strategies, foster growth, and enhance client outcomes, ensuring the team's performance a...

Join a team that's dedicated to delivering premium IT support in a fast-paced environment. You'll play a key role in optimizing SaaS platforms, managing client migrations, and ensuring seamless operat...

Transform strategic growth through acquisitions and corporate partnerships. Drive thorough financial analysis, conduct industry research, and support executives in executing transactions that enhance...

Drive financial performance by owning forecasting, reporting, and insights for a clinic portfolio. Collaborate with stakeholders to enhance P&L outcomes through AI and process automation, while analyz...

Provide analytical support for infrastructure fund investments, focusing on financial modeling, due diligence, and transaction execution across renewable and operational assets. Collaborate with diver...

Join a team that's driving impactful investment decisions by developing financial models, supporting project financing, and managing due diligence. Leverage your expertise in investment banking or con...

Engage with the investments team to develop financial models, support corporate financing efforts, and manage due diligence processes, driving strategic insights for stakeholders in a fast-paced, impa...

Drive innovative actuarial solutions by developing pricing models and collaborating cross-functionally to enhance profitability and leverage analytics in a dynamic environment. Be pivotal in shaping d...

Elevate project finance initiatives by conducting analyses, managing transactions, and advising clients across energy, natural resources, and infrastructure sectors. Collaborate with teams to deliver...

Take ownership of financial modeling and analytics by refining core models, elevating reporting, and leveraging AI tools. Engage with cross-functional teams to support strategic business decisions and...

Develop and expand client relationships within the equity derivatives landscape, leveraging extensive sales trading experience to drive growth and deliver bespoke solutions to sophisticated financial...

Lead the charge in asset management and investments by analyzing portfolio performance, supporting acquisitions, and driving financial modeling for multi-tenant commercial properties in a fast-paced e...

Grow your career with a leading FinTech by driving account retention and new business development in equity capital markets. Collaborate across teams to ensure client satisfaction and platform adoptio...

Join a team that's driving complex M&A transactions in a fast-paced environment. As a Senior Analyst, you'll engage deeply with financial analysis while collaborating across departments for impactful...

Unlock opportunities by leveraging AI and automation to streamline operations. Collaborate with leaders to innovate scalable solutions and enhance decision-making across the firm. Bring your analytica...

Contribute to the strategic execution of Project Finance deals, supporting the team in financial modeling, documentation, and client presentations while gaining exposure to complex underwriting proces...

Drive impactful financial planning and analysis strategies, transforming complex data into narrative insights. Collaborate with leadership and integrate modern AI workflows to enhance decision-making...