Financial Advisor Jobs in Woodbury, NY

Advance business growth by building strategic relationships with key healthcare stakeholders. You'll lead end-to-end sales processes, develop market strategies, and analyze account performance to driv...

Elevate your career by supporting our Investment Banking team in M&A and Advisory, driving client success through active engagement, project management, and financial analysis while mentoring junior b...

Contribute to firmwide growth by driving strategic initiatives and M&A evaluations. Collaborate across teams to deliver insights, build financial models, and support senior leadership in decision-maki...

Tackle financial due diligence and auditing for asset-based lenders. Lead field examinations and provide critical insight on collateral management. Collaborate with teams to enhance processes and ensu...

Join a team that's redefining Family Office strategy by leveraging deep expertise in governance, investments, and multigenerational wealth planning to provide sophisticated solutions for ultra-high-ne...

Transform the ultra-high-net-worth landscape by delivering sophisticated Family Office expertise and leading strategic initiatives that cater to complex client needs, while driving growth and fosterin...

Drive innovation in Wealth Management through strategic consulting engagements, enhancing user experience while implementing business solutions in a collaborative environment. Lead multi-functional te...

Join us to formulate strategic business proposals, develop forecasts, and evaluate merger opportunities. Engage in comprehensive analysis and support due diligence while ensuring compliance with regul...

Pioneer a premium EV charging network by driving quality in roaming and customer feedback processes, ensuring top-notch reliability and performance across charging locations for all EV drivers...

Lead the charge in financial strategy by translating complex data into actionable insights, driving budgeting and forecasting processes, while collaborating with cross-functional teams to optimize GTM...

Take ownership of financial analysis and reporting processes, ensuring accurate oversight of treasury, cash management, and accounts receivable, while collaborating across departments to support strat...

The Head of Client Portfolio Management & Strategy at BBH will lead a team focused on asset allocation, portfolio construction, and investment strategy for ultra high-net-worth clients. This role invo...

Partner with us to lead complex financial modeling and strategic analyses that drive critical business decisions, engaging with senior leaders to enhance planning and investment strategies, while ensu...

Transform financial operations by executing accurate reporting, optimizing processes, and driving compliance. Collaborate with cross-functional teams to enhance strategic decision-making and operation...

Pioneer strategic investment analyses and guide client engagements by leveraging extensive financial expertise to drive impactful results in the Pharma Services & Med Tech sector...

Shape the future of finance strategy by leading client engagements, driving innovation in financial planning, and mentoring senior leaders to ensure delivery excellence and client satisfaction across...

Lead the charge in delivering exceptional accounting services for alternative investment funds. Manage client relationships, drive operational efficiency, and oversee departmental performance while ma...

Join a team that's at the forefront of capital markets, supporting Treasury, Loan Administration, and Accounting functions. Leverage your analytical skills to drive financial performance and enhance c...

Transform and elevate ETF Fund Operations by designing and implementing scalable processes and controls. Lead high-performing teams to enhance service quality while ensuring regulatory compliance and...

Contribute to strategic finance as a key partner, shaping product strategies via financial analysis, forecasting, and recommendations to drive profitability and operational success across teams...

Transform the financial landscape by managing a $3-5M portfolio, advising 20-40 companies, and leading a team to deliver operational excellence and strategic insights that shape the future of finance...

Join a team that's shaping enterprise transformation by owning business capability platforms to enhance strategy, processes, and technology. Drive innovation, optimize operations, and foster stakehold...

Transform investment strategies through comprehensive portfolio management and client engagement, ensuring optimal financial outcomes and robust reporting. Collaborate closely with portfolio managers...

Drive exceptional client outcomes by leading onboarding, managing relationships, and enhancing value in a strategic, client-focused role. Collaborate across teams to ensure alignment with client needs...

Join a team that's committed to supporting clients with expert financial guidance. Work remotely assisting clients with retirement solutions, while benefiting from a base salary and bonuses in a colla...