Financial Advisor Jobs in Woodbury, NY

Manage credit oversight for renewable energy finance transactions and ensure compliance with terms. Collaborate with internal and external stakeholders while protecting against risks in a dynamic port...

Help us enhance corporate client relationships by expertly managing credit quality and risk assessments. Collaborate with various teams to ensure effective credit evaluations and reporting, contributi...

Champion the future of legal work by executing high-quality client matters and automating workflows within a top-tier firm environment. Drive innovation while maintaining unparalleled standards and tr...

Shape the future of high-net-worth tax consulting by leading a dynamic team, managing strategic client engagements, and driving impactful wealth management solutions for affluent individuals and famil...

Transform client relationships by proactively understanding their IT needs, ensuring strategic alignment with business goals, and delivering tailored solutions that foster growth and satisfaction acro...

Evaluate and conduct diligence on investment opportunities, build financial models, and monitor portfolio performance. Collaborate with teams to source and analyze potential investments while keeping...

Engage in dynamic trading strategies for loans across asset classes while optimizing operational efficiency through data analysis and collaboration with cross-functional teams to enhance systems and m...

Join a team that's redefining estate planning with flexible hours, no billable requirement, and a focus on drafting and reviewing wills. Make a meaningful impact in clients' lives while enjoying compe...

Empower a high-performing team in leading SEC reporting efforts, ensuring accurate and timely filings. Drive strategic oversight and foster cross-functional partnerships to enhance the reporting proce...

Transform client relationships and drive growth by originating tailored equipment finance solutions. Utilize your expertise in sales, credit assessment, and market dynamics to expand market presence a...

Drive impactful pharmacy benefit strategies by leading projects for health plan clients, utilizing advanced data insights and fostering strong relationships to enhance client satisfaction and execute...

Champion strategic client relationships by executing capital market transactions and M&A advisory, guiding clients through the capital raising cycle while fostering growth and operational excellence i...

Join a team that drives accuracy and efficiency in construction costing, collaborating with various stakeholders to create detailed estimates and manage price negotiations from inception through proje...

Join a team that's redefining finance as we scale our tech enterprise. You'll develop strategic insights, lead financial modeling, and partner with executives to shape growth, investor readiness, and...

Accelerate progress at capital market transactions by analyzing financial data, preparing recommendations, and advising clients on mergers and acquisitions while collaborating with senior professional...

Join a dynamic Wealth Management team to manage a $200MM portfolio of mutual funds and ETFs, executing strategic asset allocations and driving advisor relations to enhance portfolio performance and ad...

Unlock growth by leading diverse sales initiatives across Life Insurance, Annuities, and more. Drive performance through strategic coaching and influence cross-functional collaboration to enhance clie...

Pioneer a transformative client engagement model, delivering high-quality asset management and analytics across diverse commercial real estate portfolios, while leading a dedicated team in driving eff...

Drive quantitative risk analysis for fixed income assets, integrating research insights into investment strategies while collaborating with cross-functional teams to enhance decision-making and portfo...

Advance your career by supporting Treasury Sales initiatives for large corporate clients. Drive sales execution, enhance client engagements, and ensure alignment with key performance indicators across...

Elevate your career as a Paralegal in a dynamic legal team, contributing to vital documents and regulatory processes in the investment management sector while fostering collaboration across department...

Unlock potential by leading client relationships and account management. Drive client retention and growth, facilitate renewal strategies, and ensure profitable service delivery while collaborating wi...

Deliver accurate financial management by leading accounting operations and consolidations across multi-entity structures, ensuring compliance and integrity in financial reporting and internal controls...

Elevate marketing initiatives by creating impactful content for retail investment products. Collaborate with teams to launch new offerings and drive engagement while staying updated on market trends a...

Transform compensation strategies by leading tailored solutions across diverse business units. Engage with key partners to ensure strategic alignment, providing expert guidance in total rewards and en...