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.
NewHospice Care Planner RN with 15K New Hire bonus - Bronx NY JobotHospice Care Planner RN with 15K New Hire bonus - Bronx NYBronxville, NY$101,000–$118,000 / yearInformation 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. A NYC Metro Healthcare organization with over 100+ years of success in the community offering several services including hospice and palliative care, rehabilitation, and skilled nursing.
NewRN Hospice Business Development Care Planner - Bronx NY JobotRN Hospice Business Development Care Planner - Bronx NYThe Bronx, NY$115,000–$131,500 / yearInformation 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. As a key member of the business development and marketing team, the Hospice Care Planner develops and maintains positive relationships with physicians, social workers, case managers and discharge planners within the medical center.
NewFreelance Merch Planner System OneFreelance Merch PlannerNew York, NY$30–$34 / hourAdvanced proficiency in Microsoft Excel and Google Sheets, including complex formulas, managing large datasets, and building dynamic financial models. • Build, maintain, and optimize financial models, Open-to-Buy (OTB) processes, and inventory forecasts to support growth initiatives and mitigate risk.
Senior 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.
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.
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''.
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.
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.
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.
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - New YorkNew York, NY$80,000–$160,000 / yearThe GS PFO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Financial Planner IdbnyFinancial PlannerNew York City, New York$130,000–$150,000 / yearThis 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.
Financial Planner Foot Locker IncFinancial PlannerNew York, NY$75,000–$90,000 / yearResponsibilities Pre/In-season Financial Planning Create pre-season department/vendor omnichannel sales, markdowns, receipts, and margin plans that support the merchandise strategy Reconcile bottom-up and top-down plans with Director Planning, in line with established financial targets Drive the Open to Buy process for the Assortment Planner and Buyer, clearly identifying opportunities whilst managing inventory levels Prepare and facilitate Open to Buy meetings Analyze initial pricing structures and propose in-season pricing strategies Lead weekly product performance review with team and identify key actions Build trusting, mutually beneficial relationships with colleagues and vendors Attend vendor pre and final lines to align on financial product strategies Vendor Management Develop understanding of vendor trade terms to comply to rules of engagement Partner with Director Planning, compile and analyze departmental vendor results and strategies Analyze results with vendor partners to identify opportunities and risks Partner with Director of Planning and Buyer counterparts to create vendor seasonal forecasts Qualifications Bachelor's Degree in Business Administration / Economics / Supply Chain / Finance / other related fields or equivalent education and experience Minimum 3 years' experience Experience in a trend driven, high volume company preferred but not required Advanced Excel skills are a must Experience using planning tools (Marketmax / SAS, SAP, etc.) is preferable Experience with constructing financial plans Strong analytical and critical thinking skills Problem solving and decision-making abilities Business mathematical skills required Ability to work under pressure and with own initiative Sound business / commercial awareness, high concern for effectiveness, entrepreneurial Enthusiastic, goal-oriented team player with a desire to join the biggest in the business At Foot Locker, we value innovation, authenticity, and integrity in all that we do. The Financial Planner will have a key role in building a customer-specific financial product plan in line with the merchandise strategies and ensuring the constant flow of fresh product to all channels of distribution.
Entry-Level Financial Investment Planner (Remote) (Remote) Traction Forge FinancialEntry-Level Financial Investment Planner (Remote) (Remote)Stamford, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Entry-Level Financial Investment Planner (Remote) Traction Forge FinancialEntry-Level Financial Investment Planner (Remote)Stamford, CTRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.
Planner Operations Associate LearnLux IncPlanner Operations AssociateNY$75,000–$95,000 / yearAs a Planner Operations Associate at LearnLux, you''ll support the day-to-day operations of our global workforce of financial experts, handling the communication, audits, and recordkeeping that keep the experience seamless for both our experts and the members they serve. Partner closely with the Manager of Planner Operations and the Senior Manager of Global Planner Relations, flagging recurring friction points you spot in the day-to-day and helping to test & build better approaches.
NewFinancial Advisor Northwestern MutualFinancial AdvisorNew York, New York$61,000–$250,000 / yearFull timeNorthwestern 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.
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.
Financial Solutions Advisor - Syosset Financial Center Bank of AmericaFinancial Solutions Advisor - Syosset Financial CenterSyosset, New YorkKey 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.