Financial Advisor Jobs in Woodbury, NY

Lead strategic account management by nurturing key relationships, identifying new business opportunities, and coordinating efforts across teams to enhance client engagement and support the growth of a...

Unlock potential by analyzing complex business requirements in financial services. Collaborate with application and engineering teams, drive data analysis, and support stakeholders to achieve project...

Elevate business analysis in capital markets by collaborating with stakeholders, analyzing data needs, and ensuring alignment with technical teams to achieve project goals and deliver optimal solution...

Lead the talent acquisition strategy for investments, managing a high-performing team to enhance hiring outcomes while consulting with executives to align workforce needs with business growth...

Optimize portfolio management strategies through market analysis and risk assessment. Collaborate across functions to enhance operational efficiency and support decision-making for energy assets on th...

Transform energy portfolio management by analyzing market trends and optimizing asset performance. Collaborate across functions to innovate processes and ensure data integrity while supporting strateg...

Elevate financial planning and analysis by collaborating with cross-functional teams, driving accurate forecasting, and enhancing process efficiencies in a fast-paced technology environment. Engage in...

Take ownership of sophisticated tax compliance processes, leading initiatives for high-net-worth clients while managing a team and collaborating cross-functionally to ensure strategic tax planning and...

Pioneer sophisticated tax strategies and compliance for high-net-worth clients. Oversee tax operations, liaise with diverse teams, and manage external advisors to enhance family office initiatives and...

Shape the future of retirement plan administration by leveraging your actuarial expertise to enhance software solutions, drive compliance, and deliver unrivaled support to clients in the small plan ma...

Support the Head of U.S. Broker-Dealer Compliance by providing expert advisory services, ensuring regulatory adherence for Equities and Options trading, and enhancing compliance policies to foster a r...

Engage with high-net-worth clients to manage fiduciary and investment accounts. Drive business development while ensuring compliance. Collaborate with teams to deliver tailored wealth planning solutio...

Transform capital markets advisory for real estate clients by leading complex financial analyses and strategic planning, while collaborating with senior management and stakeholders to deliver exceptio...

Join our dynamic team, providing strategic communication expertise to financial institutions. Leverage your advisory skills in crisis, reputation, and media relations to influence key decisions and de...

Pioneer the growth of our US market as the first Account Executive, leveraging existing relationships with major corporations. Drive sales and build strategies while collaborating on product evolution...

Contribute to retirement plan sales by partnering with advisors, guiding them on practice management, and optimizing service models. Develop strong relationships and provide actionable insights to dri...

Support the US financial performance management team in analyzing financial and strategic data across various US businesses to enhance performance reporting and drive strategic initiatives. Partner in...

Support families in navigating care decisions as a Client Services Advisor. Utilize your clinical knowledge and empathy to manage inquiries, maintain records, and ensure seamless internal communicatio...

Lead the development and enhancement of quantitative models for pricing and risk in Muni Derivatives and Spread Products, employing advanced mathematical techniques and collaborating with cross-functi...

Shape the future of investment strategy by leading national consultant relations, driving business growth, and engaging with senior stakeholders to deliver tailored solutions and high-quality proposal...

Analyze business needs and unlock technology solutions across departments, ensuring efficient process enhancements and clear communication with stakeholders. Collaborate on projects, manage requiremen...

Lead the charge in delivering Oracle Fusion ERP solutions for healthcare clients. Drive projects from implementation to optimization, ensuring effective process design and cross-team collaboration to...

Lead compliance excellence by managing regulatory adherence and risk mitigation in investment banking. Drive policy implementation and uphold supervisory standards while collaborating with internal an...

Lead and shape financial strategies by managing client relations and projects of moderate complexity while mentoring junior staff to ensure successful program execution and delivery...

Join a team that supports key executives in managing schedules, travel, and administrative tasks, ensuring efficient workflows and stellar communication. Bring your organizational skills and thrive in...