Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorStony Brook, NYAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Analyst II Saint Francis Health SystemFinancial Analyst IINew Haven, CTEssential Functions and Responsibilities: Perform grant-related pre and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations. Reviews budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participates in budget planning meetings.
Financial Analyst II - Warren Clinic Saint Francis Health SystemFinancial Analyst II - Warren ClinicNew Haven, CTEssential Functions and Responsibilities: Perform grant-related pre and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations. Reviews budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participates in budget planning meetings.
Retirement Plan Consultant - Westchester County, NY Corebridge Financial Inc.Retirement Plan Consultant - Westchester County, NYWhite Plains, NY$60,000–$70,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
VP, Financial Advisor Ion BankVP, Financial AdvisorSouthbury, ConnecticutTheir duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals.
Retirement Plan Consultant - Westchester County, NY Corebridge FinancialRetirement Plan Consultant - Westchester County, NYWhite Plains, New YorkCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Sr Financial Analyst GartnerSr Financial AnalystStamford, CTReporting & Insights: Deliver timely, insightful reporting to IT leadership, including analysis of personnel and technology investments; present findings as needed to enable informed, data-driven decision-making. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
Senior Financial Analyst HomeServe USA CorpSenior Financial AnalystNorwalk, CT$91,955.16–$122,606.89 / yearResponsibilities: Partner with key business owners to prepare annual budget presentations, quarterly strategic plans, monthly forecasts, and weekly reporting including comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual vs. The successful candidate will be responsible for preparing and communicating financial information including variance analysis, scenario planning and company metrics while ensuring operating initiatives align with the achievement of short-term and long-term goals.
Financial Advisor (Multiple Levels)- Westchester/ White Plains TD BankFinancial Advisor (Multiple Levels)- Westchester/ White PlainsLarchmont, New YorkEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Planner (CFP®) - Private Banking Flagstar Bank NAFinancial Planner (CFP®) - Private BankingHicksville, NY$90,000–$121,000 / yearFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Strategic Planning Manager, ESS Solution Sales QcellsStrategic Planning Manager, ESS Solution SalesTeaneck, NJFull timeMobility Standing 20% of time Sitting 70% of time Walking 10% of time Strength Pulling up to 10 Pounds Pushing up to 10 Pounds Carrying up to 10 Pounds Lifting up to 10 Pounds Dexterity (F = Frequently, O = Occasionally, N = Never) Typing F Handling F Reaching F Agility (F = Frequently, O = Occasionally, N = Never) Turning F Twisting F Bending O Crouching O Balancing N Climbing N Crawling N Kneeling N . The position will work cross-functionally with engineering, sales, project development, supply chain, and sales operations to define product roadmaps, support go-to-market strategies, and ensure successful execution of strategic initiatives across the ESS business.
Financial Analyst 2, Post Award Yale UniversityFinancial Analyst 2, Post AwardNew Haven, CT$68,000–$120,500 / yearThe University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome.
NewFinancial Services Associate - ENTRY LEVEL Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services Associate - ENTRY LEVELEast Hills, NY$90,000–$130,000 / yearRecognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press, Blue Ocean Wealth Solutions is committed to fostering a collaborative culture focused on professional development, mentorship, and exceptional client service. •Assist in delivering personalized financial strategies, including investment management, retirement planning, insurance solutions, and fee-based financial planning services, with support from our in-house Financial Planning Team**.
Workday Adaptive Planning Manager Deloitte Touche Tohmatsu LtdWorkday Adaptive Planning ManagerStamford, CT$144,600–$265,100 / yearMay have oversight of multiple workstreams within a project, which includes providing guidance to individual workstreams to help with their overall progress, escalation of risks and issues as needed, ensuring cross-functional activities are coordinated and occurring as needed, assisting with project management activities (or serving as project manager), ensuring deliverables are being developed and will be ready according to plan. Experience leading the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training within large enterprise environments.
Senior Financial Analyst, Corporate FP&A Curaleaf IncSenior Financial Analyst, Corporate FP&AStamford, CT$94,000–$104,000 / yearCuraleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf") is a leading international provider of consumer products in cannabis with a mission to enhance lives by cultivating, sharing, and celebrating the power of the plant. As a high-growth cannabis company known for quality, expertise and reliability, the Company, and its brands, including Curaleaf, Select, Grassroots, Find, and Anthem provide industry-leading service, product selection and accessibility across the medical and adult-use markets.
Capital Planning and Analytics Morgan StanleyCapital Planning and AnalyticsNew York, NY$95,000–$155,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Responsibilities include planning, managing, forecasting, and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams.
Associate, Capital Planning (CCAR) Morgan StanleyAssociate, Capital Planning (CCAR)New York, NY$90,000–$115,000 / yearThis is an associate level position within our Corporate Treasury & Capital Planning Job Family which is responsible for planning, managing, forecasting and optimizing capital, liquidity and funding resources; governance oversight of Treasury and Capital Planning; setting frameworks, policies and guidelines for appropriate management of these resources; managing regulatory deliverables and exams; managing CCAR/Capital Stress Testing process. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewAssociate Financial Advisor Jambalaya GroupAssociate Financial AdvisorWhite Plains, NYBhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team. This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice.
Senior Financial Analyst - Global Engineering FP&A (Hybrid) Broadridge Financial Solutions IncSenior Financial Analyst - Global Engineering FP&A (Hybrid)Edgewood, NY$75,000–$85,000 / yearWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. The Global Engineering FP&A is seeking a highly motivated Senior Financial Analyst to lead financial planning, forecasting, and strategic decision support across the segment's technology and engineering organization.
Senior Financial Analyst, Corporate FP&A CuraleafSenior Financial Analyst, Corporate FP&AStamford, CT$94,000–$104,000 / yearCuraleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf") is a leading international provider of consumer products in cannabis with a mission to enhance lives by cultivating, sharing, and celebrating the power of the plant. As a high-growth cannabis company known for quality, expertise and reliability, the Company, and its brands, including Curaleaf, Select, Grassroots, Find, and Anthem provide industry-leading service, product selection and accessibility across the medical and adult-use markets.