266 Results for

Certified Financial Planner Jobs in Grand Central, NY

Jobs

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

New York, NY

$120,000–$140,000 / year
Quick Apply

You'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.

13 days ago

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

New York, NY

$140,000–$200,000 / year

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

23 days ago

Certified Financial Planner - Tax Specialist LearnLux Inc

Remote

$90,000–$130,000 / year

About 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.

30+ days ago

Certified Financial Planner LearnLux Inc

Remote

$80,000–$110,000 / year

You''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.

30+ days ago

Entry Level - Financial Planner - NY, New York (5257) Equitable Financial Life Insurance Company

New York, NY

$250–$1,000

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30+ days ago

Entry-Level Financial Planner - NY, New York (5263) Equitable Financial Life Insurance Company

New York, NY

$250–$1,000

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14 days ago

Entry-Level Financial Planner - NY, New York (5262) Equitable Financial Life Insurance Company

New York, NY

$250–$1,000

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14 days ago

Senior Financial Planner Range

New York, New York

$130,000–$230,000 / year

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning.

2 days ago

Financial Planner Range

New York, New York

$100,000–$200,000 / year

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.

2 days ago

Financial Planner - Family Office Blue Trust Inc

$72,000–$115,000 / year

Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses in order to integrate Blue Trust's philosophy into client counsel and services. Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.

8 days ago

Financial Planner Idbny

New York City, New York

$140,000–$160,000 / year

This individual will work in close partnership with Private Bankers (PBs) across our New York, California, and Florida markets, providing sophisticated financial planning analysis and investment advisory support for HNW and UHNW clients. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

28 days ago

Financial Solutions Advisor - Manhasset Financial Center (Bilingual Mandarin Preferred) Bank of America Corp

Manhasset, NY

$70,000–$80,000 / year

Key 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.

7 days ago

Financial Solutions Advisor - Syosset Financial Center Bank of America Corp

Syosset, NY

$70,000–$80,000 / year

30+ days ago

Financial Advisor Ritholtz Wealth Management

$250,000–$800,000 / year

We're continuously working to increase the value and sophistication of how we serve clients, and a core part of our next chapter includes opening locations around the country to better engage the growing community of investors consuming RWM content. We are seeking an experienced Financial Advisor who will work directly with clients to develop and implement their investment, financial, insurance, tax, and estate planning needs.

30+ days ago

Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance Company

Secaucus, NJ

$250–$1,000

Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. ''311033'',''true'',''311033'',''false'',''Submission for the position: Entry Level - Financial Advisor - NJ, Secaucus (3857) - (Job Number: 190009DK)'',''false'',''311033'',''false'',''true'',''Entry Level - Financial Advisor - NJ, Secaucus (3857)'',''190009DK'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!

30+ days ago

Tax Planner Range

New York, New York

Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting. You will collaborate closely with our Certified Financial Planners® to devise and implement tax strategies that align with clients’ goals and regulatory requirements, and manage ongoing tax compliance work for members.

6 days ago

Financial Advisor Northwestern Mutual

New York, New York

$61,000–$250,000 / year
Full time

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

30+ days ago

Financial Advisor Ameriprise

New York City, New York

$55,250–$66,300 / year

Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam). You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.

9 days ago

Financial Professional - NJ, Secaucus (5247) Equitable Financial Life Insurance Company

Secaucus, NJ

$250–$1,000

Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. ''417276'',''true'',''417276'',''false'',''Submission for the position: Financial Professional - NJ, Secaucus (5247) - (Job Number: 2600008P)'',''false'',''417276'',''false'',''true'',''Financial Professional - NJ, Secaucus (5247)'',''2600008P'',''UNITED STATES-Remote'',''UNITED STATES-Remote'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!

30+ days ago

Financial Professional - NY, New York (5249) Equitable Financial Life Insurance Company

New York, NY

$250–$1,000

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30+ days ago

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Certified Financial Planner Jobs in Grand Central, NY

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

Certified Financial Planner - Tax Specialist LearnLux Inc

Certified Financial Planner LearnLux Inc

Entry Level - Financial Planner - NY, New York (5257) Equitable Financial Life Insurance Company

Entry-Level Financial Planner - NY, New York (5263) Equitable Financial Life Insurance Company

Entry-Level Financial Planner - NY, New York (5262) Equitable Financial Life Insurance Company

Senior Financial Planner Range

Financial Planner Range

Financial Planner - Family Office Blue Trust Inc

Financial Planner Idbny

Financial Solutions Advisor - Manhasset Financial Center (Bilingual Mandarin Preferred) Bank of America Corp

Financial Solutions Advisor - Syosset Financial Center Bank of America Corp

Financial Advisor Ritholtz Wealth Management

Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance Company

Tax Planner Range

Financial Advisor Northwestern Mutual

Financial Advisor Ameriprise

Financial Professional - NJ, Secaucus (5247) Equitable Financial Life Insurance Company

Financial Professional - NY, New York (5249) Equitable Financial Life Insurance Company

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