Financial Advisor Jobs in Woodbury, NY

Join a team that's dedicated to optimizing structured credit portfolios. Collaborate with investment managers and internal teams to assess opportunities, manage risks, and support strategic decision-m...

Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...

Drive client engagement by leading pension actuarial projects, presenting insights, and offering strategic advice while ensuring high standards and timely delivery of services in a collaborative envir...

Empower client success by delivering tailored wealth management strategies and exceptional advisory services. Build and nurture client relationships while analyzing financial goals to offer personaliz...

Elevate client engagements by leading actuarial services, providing strategic insights, and ensuring project excellence through strong communication and project management skills with a focus on defin...

Drive operational excellence by managing daily functions and compliance while fostering collaboration and accountability in a dynamic wealth management environment. Enhance team performance through ef...

Analyze and enhance financial forecasting and reporting for business units, driving informed decision-making and supporting budgeting and strategic initiatives to improve operational performance...

Unlock potential by leading FP&A strategies that drive business outcomes. Collaborate with Sales and Operations to streamline budgeting, forecasting, and performance analysis. Shape financial insights...

Join a team that's driving financial insights and strategic analysis for our growing Finance function. Collaborate directly with leadership to enhance reporting, modeling, and automation that support...

Transform legal guidance in structured products for investment banking, ensuring compliance, risk management, and supporting diverse business units in complex transactions with expert negotiation and...

Engage with diverse teams to provide legal guidance on structured products transactions, ensuring compliance and managing legal risks. Develop expertise while mentoring junior attorneys and supporting...

Champion your legal expertise by advising on structured products and securitizations. Collaborate with business clients, resolve legal issues, and lead initiatives while ensuring compliance with regul...

Lead the preparation and review of complex tax returns for high-net-worth clients, ensuring compliance while delivering exceptional service and building strong client relationships in a fast-paced env...

Join a team that's dedicated to enhancing financial literacy for New York's Deferred Compensation Plan participants through engaging seminars and personalized sessions, fostering strong relationships...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

Build strong client relationships while advising on financial operations, due diligence, and regulatory compliance. Join a dynamic team to enhance accounting practices and manage critical financial pr...

Build strong relationships by analyzing financial data, guiding clients through complex transactions, and ensuring compliance with regulatory standards. Collaborate with teams to deliver impactful sol...

Join a team that tackles complex retirement plan issues, providing expert consulting on design, compliance, and operational reviews. You'll drive impactful solutions in a dynamic environment, collabor...

Join a team that's dedicated to delivering exceptional client service and expanding insurance expertise while managing accounts through the client life cycle, negotiating coverage, and providing tailo...

Shape the future of client relationships by delivering expert insurance solutions, maintaining and expanding a diverse book of business while coordinating with teams for seamless service and support t...

Champion the evolution of marketing compliance processes to enhance regulatory adherence and operational efficiency. Drive improvements, manage critical reviews, and ensure marketing content meets glo...

Transform marketing compliance by owning the content review process, driving improvements, and ensuring adherence to regulatory standards while fostering collaboration across teams to enhance efficien...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Grow your career with a strategic sales role focused on financial institutions. Drive client success through consultative selling, pipeline development, and collaboration across teams to enhance brand...

Empower ultra-high net-worth families by providing strategic insights in estate, tax, and multi-generational planning. Collaborate with clients and advisors to navigate complexities of wealth manageme...