Financial Advisor Jobs in Woodbury, NY

Transform client relationships by providing exceptional service and support, leading business development efforts, and ensuring compliance with regulations. Partner with key stakeholders to deliver ta...

Contribute to a dynamic tax services team by preparing complex federal, state, and local individual tax returns for high-net-worth clients. Collaborate with seasoned professionals and drive accuracy i...

Oversee financial operations for manufacturing and lab networks, ensuring clarity in cost structures and aiding strategic decision-making. Collaborate closely with site leads to enhance efficiency and...

Shape the future of investment accounting by overseeing GAAP financial close processes and guiding a team in a dynamic finance environment. Drive system enhancements and ensure accurate reporting for...

Unlock potential by leading high-impact analyses for the banking sector. Drive insights that shape EY's client engagement and market positioning while collaborating across teams to enhance business de...

Analyze investment strategies and oversee portfolio assessments, supporting key decisions with in-depth research. Collaborate with stakeholders to enhance reporting processes and lead asset class eval...

Shape the future of investment banking sales by leading diverse teams targeting large banks and boutique firms. Drive strategy, nurture partnerships, and cultivate executive relationships in a dynamic...

Transform data strategy and execution by leading initiatives that enhance data governance, quality, and automation. Partner cross-functionally to drive impactful business transformations through AI-re...

Shape the future of treasury management by driving revenue growth and client satisfaction for Fortune 500 companies. Collaborate with diverse teams to deliver customized financial solutions and influe...

Join a team that's driving innovation in wealth management by delivering tailored Advisory Product solutions. Collaborate with specialists to enhance client engagement and support business growth thro...

Help us drive the success of our Advisory business by providing tailored solutions, analyzing investment portfolios, and collaborating with team members to maximize growth and impact in a rapidly evol...

Shape the future of capital adequacy by managing regulatory compliance, enhancing analytics, and optimizing processes. Contribute to strategic initiatives while producing high-quality reporting for th...

Join a team that's redefining wealth management solutions by leveraging expertise in CRIMS. Lead client implementations, ensure satisfaction, and foster impactful relationships while guiding teams and...

Champion financial analysis and budgeting to enhance public health initiatives, collaborating with multidisciplinary teams to ensure effective resource utilization for programs addressing birth defect...

Analyze market trends and collaborate with Private Equity firms to cultivate strategic relationships, drive growth initiatives, and deliver comprehensive accounting, tax, and consulting solutions to m...

Unlock growth in the Private Equity sector by cultivating strategic relationships, driving sales initiatives, and aligning services with client needs. Engage with executives to enhance business opport...

Join a team that's focused on shaping innovative structured products, engaging in the origination and execution of market-linked investments, while collaborating to provide tailored solutions for reta...

Optimize investment strategies by conducting detailed financial analysis, managing reports, and supporting product development in a dynamic banking environment. Contribute to nationwide expansion whil...

Champion operational excellence by providing production support and automation for financial services. Lead initiatives to ensure compliance, mitigate issues, and enhance application performance while...

Transform the healthcare landscape by collaborating with stakeholders to gather requirements, define processes, and deliver innovative solutions within the core-admin business ecosystem for health pla...

Empower strategic financial initiatives by developing insights and frameworks that facilitate key investments and decision-making, all while collaborating with diverse teams in a dynamic, high-growth...

Partner with us to deliver outstanding client experiences, ensuring timely responses to investor inquiries. Manage documentation and compliance while coordinating capital activities in a fast-paced fi...

Unlock potential by cultivating client relationships and driving sales growth. Manage the entire sales cycle for enterprise software solutions in investment management. Collaborate cross-functionally...

Build compelling investment strategy communications and deliver portfolio analysis. Collaborate with teams across asset classes and investment vehicles to produce tailored content and effective presen...

Lead transformative finance initiatives, shaping operations with AI and analytics. Partner closely with C-suite to establish a modern finance model that fosters collaborative change across teams and d...