Senior Tax Planner Vaco LLCSenior Tax PlannerNew York, NY$150,000–$200,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. We're looking for an experienced Tax Planning Specialist to join their team and play a key role in delivering high-quality, strategic tax guidance to clients.
Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
NewPersonal Financial Planner New York Life - UniondalePersonal Financial PlannerUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
NewEntry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Certified Financial Planner - Bilingual Financial Finesse IncCertified Financial Planner - BilingualNY$115,000–$135,000 / yearRESPONSIBILITIES: Resident Financial Planners are intimately involved in all the following capacities: Financial education and guidance (in both English & Spanish) - facilitate workshops, webcasts, 1 on 1s, and phone-based financial coaching using a proprietary methodology designed to help individuals change their financial habits and behaviors. SUMMARY: At Financial Finesse, the pioneering and leading provider of unbiased workplace financial wellness programs in the country, we are passionate about our business mission to empower people to achieve financial independence, and we utilize thoughtful and innovative strategies to implement and expand our impact.
Certified Financial Planner - Tax Specialist LearnLux IncCertified Financial Planner - Tax SpecialistNYRemote$90,000–$130,000 / yearAbout LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner️ professionals. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work.
NewFast Track Insurance Partner New York Life - Nassau County General OfficeFast Track Insurance PartnerUniondale, NYNew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Responsibilities: Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds.
Certified Financial Planner LearnLux IncCertified Financial PlannerNYRemote$80,000–$110,000 / yearYou''ll bring deep equity compensation expertise to help members make sense of complex, high-stakes decisions, while also serving the full range of people we support, from those just starting to build savings to high net worth clients navigating significant wealth. Our award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work.
Entry Level - Financial Planner - NY, New York (5257) Equitable Financial Life Insurance CompanyEntry Level - Financial Planner - NY, New York (5257)New York, NY$250–$1,000419164'',''true'',''419164'',''false'',''Submission for the position: Entry Level - Financial Planner - NY, New York (5257) - (Job Number: 260000CT)'',''false'',''419164'',''false'',''true'',''Entry Level - Financial Planner - NY, New York (5257)'',''260000CT'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable Advisors'',''Equitable Advisors'',''Full-time'',''Full-time'',''!*! '',''false'',''419164'',''419164'',''true'',''419164'',''false'',''Submission for the position: Entry Level - Financial Planner - NY, New York (5257) - (Job Number: 260000CT)'',''false'',''419164'',''false'',''true''.
Senior Financial Planner Focus Financial PartnersSenior Financial PlannerWhite Plains, New York$130,000–$160,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.
Senior Financial Planner CAPTRUSTSenior Financial PlannerNew Hyde Park, New York$150,000–$200,000 / yearThis is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice, not product sales or asset gathering quotas, within a firm that invests deeply in its people and their long-term success. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.
Financial Solutions Advisor - Englewood - Palisades Financial Center Bank of America CorpFinancial Solutions Advisor - Englewood - Palisades Financial CenterEnglewood, NJ$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.•
Financial Solutions Advisor -Broadway And 81St Financial Center Bank of America CorpFinancial Solutions Advisor -Broadway And 81St Financial CenterNew York, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Financial Solutions Advisor - New Canaan Financial Center Bank of America CorpFinancial Solutions Advisor - New Canaan Financial CenterNew Canaan, CT$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
NewFinancial Solutions Advisor - Syosset Financial Center Bank of America CorpFinancial Solutions Advisor - Syosset Financial CenterSyosset, NY$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
NewFinancial Solutions Advisor - Wilton Financial Center Bank of America CorpFinancial Solutions Advisor - Wilton Financial CenterWilton, CT$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
NewSenior Project Manager - high end multifamily Developer Page GroupSenior Project Manager - high end multifamily DeveloperBergenfield, NJ$125,000–$175,000 / yearFull timeOur client is one of the nation's premier multifamily housing developers, investors, and operators, recognized for creating high-quality apartment communities and mixed-use developments across the United States. We're seeking an experienced Lead Project Manager to oversee the successful delivery of a landmark $140 million mixed-use multifamily development project in Bergen County, New Jersey.
Financial Solutions Advisor - Newark Financial Center Bank of AmericaFinancial Solutions Advisor - Newark Financial CenterNewark, New JerseyKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.