105 Results for

Financial Planner Jobs in Manhattan, NY

Jobs

New!

New York City, NY1 day ago

$150,000–$200,000

Determining 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. 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.

New!

New York, NY1 day ago

$150,000–$200,000

Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

New York, NY1 day ago

$160,000–$200,000

Determining 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. Design individualized tax strategies across retirement planning, charitable giving, education funding, equity compensation, AMT exposure, real?estate investments, multistate issues, international considerations, and estate?related topics.

New!

The Bronx, NY6 days ago

$115,000–$131,500 Per Year

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. 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.

New!

Bronxville, NY6 days ago

$101,000–$118,000 Per Year

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. 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.

Stamford, CT13 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

White Plains, NY13 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Stamford, CT13 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming 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.

New!

Jersey City, NJ2 days ago

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.

New!

Stamford, CT5 days ago

$200,000–$300,000 Per Year

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. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.

New!

New York, NY1 day ago

$170,000–$200,000

Determining 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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Uniondale, NY5 days ago

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

New!

New York, NY2 days ago

$136,000–$165,000 Per Year

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

New Hyde Park, New York30+ days ago

$80,000–$90,000 Per Year

Prepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

Brooklyn, NY20 days ago

$85,000–$105,000

We strive to be the leading hub for values-aligned advisors, helping clients navigate this transformative time for the world with holistic financial life planning, and drive impact through centralizing shareholder engagement and private high-impact investing efforts. We raised an investment round and are partnering with YourStake, the leading software company in the values-aligned wealthtech space, to build something new: a modern, tech-enabled platform purpose-built for values-aligned financial advisors.

New York, NY30+ days ago

$122,535–$208,715 Per Year

Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. * Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.

New!

New York, NY6 days ago

$100,000–$150,000

A leading investment bank, corporate finance group, or strategy-oriented financial services firm may seek a Strategic Financial Planner to support long-term financial planning, performance analysis, and strategic decision-making. This Strategic Financial Planner description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

New York, New York30+ days ago

$75,000–$90,000 Per Year

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. The Financial Planner is accountable for the development, coordination, and review of planning and inventory management from total company level down to store level, with the objective of improving turnover and gross margin.

Newark, NJ30+ days ago

Remote

This career opportunity includes full training and state licensing support in one of the following states: New York, Connecticut, Florida, Maryland, North Carolina, South Carolina, New Jersey, Pennsylvania, Texas, Virginia, or Indiana. If you are selected, we will train you and guide you through your state licensing process to help you launch a successful career as a Life Insurance Agent, with the additional pathway to become a Financial Planner.

New York, NY30+ days ago

$125,000–$150,000

Comprehensive Financial Planning: Conduct thorough interviews with clients to understand their financial status, including income, expenses, tax considerations, and risk tolerance, and create personalized financial plans to meet their short-term and long-term goals. Advisory Services: Offer strategic financial advice related to investments, debt management, tax planning, cash flow management, insurance, and retirement planning.

Hackensack, NJ30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

Melville, New York10 days ago

$61,000–$250,000 Per Year

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.

Parsippany, NJ30+ days ago

Remote

Full-time

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

New York, NY30+ days ago

$0–$300,000

This position is ideal for recent graduates, career changers, former athletes, sales professionals, and individuals who enjoy building relationships and helping others plan their financial future. This search is being conducted in partnership with Purple Unicorn Enterprises, a talent optimization firm focused on employee identification, development, and culture.

Stamford, CT25 days ago

Remote

Through 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.

New York, NY30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

New York, NY12 days ago

$38,000–$150,000 Per Year

Monitor markets, research financial products, and stay updated with new developments in the financial sector. If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

New!

Garden City, NY2 days ago

$50,000–$100,000 Per Year

Through volunteer programs, resource groups, and a supportive work environment, we empower our professionals to grow while making a positive impact. · If you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect.

Morristown, NJ30+ days ago

Full-time

People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services. Top Accountabilities Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs.

New York City, NY30+ days ago

$53,625–$64,350 Per Year

Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. 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)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications* Four-year college degree, or equivalent* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.*

Greenwich, Connecticut30+ days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

New York, New York30+ days ago

$75,000–$85,000 Per Year

The salary range for this role takes into account a wide range of factors considered in making compensation decisions including, but not limited to, skill sets, experience and training, licensure and certifications as well as other business and organizational needs. This role blends analytical media planning with strong account management, ensuring campaigns are thoughtfully designed, accurately executed, and aligned with client business objectives.

New York, NY18 days ago

$130,000–$150,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This individual will satisfy this requirement through two major functions – partnership with the financial professional in delivering an industry-leading client experience on all things related to goals-based planning, and also promoting, educating and coaching the firm’s financial professionals, and teams on all things related to Oppenheimer’s financial planning capabilities.

Morristown, NJ30+ days ago

$108,680–$128,440 Per Year

NV5 is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology. This Supervising Planner position offers an opportunity to lead and manage projects related to Complete Streets, Vision Zero, transit access, greenways, streetscapes, park design, and community placemaking for municipalities, regional organizations, and state agencies throughout the northeast.

White Plains, NY30+ days ago

$74,000–$95,000 Per Year

Supply Execution Planner Job Locations US-CO-Louisville ID 2025-17851 Number of People to Hire 1 Job Family Supply Chain Level of Experience Experienced Professionals Short Intro and About the Job Quality, efficiency, and safety all play a big role in our work at Danone. Take a lead role in all reporting functionality and improvements: report creation, built-in reporting functionality, automating monthly/weekly reporting, and future-state cube/report configuration.

New York, New York30+ days ago

$62,700–$114,000 Per Year

The Associate Merchandise Planner is responsible for supporting the strategic direction of sales and inventory for select business categories through comprehensive analysis of financial performance, historical data, and current market insights. • Ability to clearly and accurately communicate and exchange information verbally, in writing, or through other means in person, telephonically, or through virtual communication methods.

New York, NY30+ days ago

$75,000–$110,000 Per Year

Key Accountabilities:• Develop product category goals and create seasonal buy plans that tie back to wholesale financial goals • Consolidate demand for the total wholesale channel and partner with Production to ensure that receipt needs for wholesale channel deliveries are consistently met • Run internal margin reporting and analysis • Partner with cross functional management to drive company's strategic initiatives • Partner with Merchandising to utilize the directed assortments by tier of distribution to affect the buys • Run seasonal post mortem analysis to drive buys of purchasing to achieve sales goals • Execute, develop and ensure capacity plans are met • Support the management of inventory • Analyze quarterly projections for replenishment styles • Manage timelines to hit buying and sourcing deadlines encompassing account needs • Support system development to enhance planning program functionality • Special projects as assigned . Required Skills/Abilities/Education: • Bachelor’s Degree in Fashion Merchandising, Finance or related field • 5+ years of experience in Wholesale Planning and Analysis • Fluent in Retail Math and advanced Microsoft Excel skills • Strong analytical and critical thinking skills • Ability to travel as needed (up to 30%) • Excellent organizational, communication and presentation skills with attention to detail.

New York, NY12 days ago

$100,000–$120,000 Per Year

Managing financials (scopes, estimates, and billing worksheets), assisting in revenue forecasting and reconciliations, developing chronologies, coordinating productions, and handling final distribution. You know what needs to be done, and your penchant for strategic delegation and problem-solving makes you a natural fit for this Senior Project Planner position with Evolvics.

New York, New York24 days ago

$55,000–$70,000

Guided by the belief that cutting-edge communications and technologies can change the world, we help our clients solve some of the world’s most complex challenges — operating at the intersection of strategy, creativity, and impact to shape narratives, influence behaviour, and deliver meaningful real-world outcomes. Similarly, you will be a point of contact for accounts staff on any inquiries to campaign performance or discrepancies in results; proactively manage performance and provide insights into any significant change in results; and support on operational and administrative tasks in order achieve the above objectives.

New York, NY30+ days ago

Full-time

Our client roster includes Broadway’s biggest shows, world-renowned institutions like The Metropolitan Museum of Art, vibrant attractions such as The New York Botanical Garden, and dynamic sports organizations like the Harlem Globetrotters. From the magic of live theatre to the energy of stadiums and the wonder of cultural landmarks, we craft campaigns that connect audiences with real experiences – providing real stories, real emotions and real connections.

New York, New York30+ days ago

$62,700–$114,000 Per Year

As America's oldest clothing retailer, Brooks Brothers has a long history of creating long-term relationships with both our Customers and our Associates. • Responsible for maintaining proper inventory levels in the stores, online, and the distribution center to maximize sales and profitability.

New York, New York30+ days ago

Join Allied Universal as an unarmed patrol officer at a dynamic technology location, where you will conduct routine patrols, maintain a visible presence to help to deter security-related incidents, and deliver outstanding customer service and communication. Respond to incidents, unusual activity, and critical situations in a calm, problem-solving manner, documenting details and communicating with site contacts and/or emergency services as needed.

New!

New York, NY4 days ago

$90,000–$100,000 Per Year

The Wholesale Planner is a key member of the planning, merchandising and sales organization, responsible for developing and executing seasonal buying strategies, managing open-to-buy and pre-season budgets, and identifying opportunities for optimizing inventory across channels. ResponsibilitiesBuying & Assortment PlanningDevelop and execute seasonal buying plans built from bottoms-up rollups, aligned with brand strategy and sales targets.

New!

New York, NY2 days ago

$121,792.21–$149,616.59 Per Year

Participate in the development of feasibility studies, and other studies and reports intended for Senior and other Managers, physicians, other departments and affiliates, clinical leadership, Board members and outside agencies, by analyzing, summarizing and presenting findings, through use of reports, planning documents and presentations. has ranked NYU Langone the No. 1 comprehensive academic medical center in the country for three years in a row, and U.S. News & World Report recently placed nine of its clinical specialties among the top five in the nation.

New York, NY17 days ago

$75,000–$110,000 Per Year

Supported by a team of professionals skilled in design, sourcing, production, sales, marketing & distribution of premium quality children’s wear, Haddad distributes globally to 100+ countries and maintains sales and sourcing offices in 22 cities globally, including New York, Paris, Hilversum, Shanghai, Egypt, Vietnam, Sri Lanka, and Montreal. Consistent in-office presence is vital to the role as it is for all Haddad Brands team members, so that we all have a full appreciation, aesthetically and tactilely, of the qualities that define our brand partners’ products and set them apart from their competitors.

New!

New York, NY3 days ago

$121,792.21–$149,616.59

New York, New York25 days ago

$71,200–$90,000 Per Year

The stated base salary range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate's educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. Our social impact program, Centric Cares, focuses on volunteerism to make a difference in communities we live and work in and our D&I committee is shaping the future of diversity, equity and inclusion at Centric Brands though workshops, resources and inspiring conversation.

New York, New York19 days ago

$55,000–$60,000 Per Year

New York, NY30+ days ago

$68,400–$91,700 Per Year

Collaborate with various departments, such as Ad Ops, Inventory Analytics, Streaming Solutions and Measurement Solutions to help fulfill a variety of client requests and aid Sales in their proposals. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.

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Financial Planner Jobs in Manhattan, NY

Jobs

Tax PlannerVaco LLC

Sr. Tax PlannerVaco LLC

Senior Tax PlannerVaco LLC

RN Hospice Business Development Care Planner - Bronx NYJobot

Hospice Care Planner RN with 15K New Hire bonus - Bronx NYJobot

Financial Consultant - Fairfield, CTFidelity Investments

Financial Consultant - Greenwich, CTFidelity Investments

Financial Consultant - Stamford, CTFidelity Investments

Financial Advisor (sales) **Licensing and Training Provided**New York Life

Senior Manager, Wealth AdvisorCharles Schwab

Charitable Planning Attorney - CT or FLJobot

Senior Tax SpecialistVaco LLC

Financial AdvisorNew York Life - Uniondale

Tax Experienced Manager, Private Client Servicesbdo consulting

Associate Financial PlannerCAPTRUST

Senior Financial Planner, Advisor ServicesYourStake

Wealth Strategist (Financial Planner)City National Bank

Strategic Financial PlannerCareer Launch AI

Financial PlannerFoot Locker

Remote Life Insurance/Financial Planners Needed-We train youWork Staff

Financial AdvisorChemistry Wealth Management

FINANCIAL ADVISOR (ENTRY-LEVEL)Career Headhunter LLC

Financial AdvisorNorthwestern Mutual

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISORCareer Headhunter LLC

Financial Advisor (Entry Level) – Training & Licensing Provided New York City- Northwestern MutualPurple Unicorn

Entry-Level Financial Investment Planner (Remote)Traction Forge Financial

J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerJPMorgan Chase Bank, N.A.

Experienced Financial AdvisorFifth Avenue Financial

Financial AdvisorLee, Nolan & Koroghlian, LLC

Financial AdvisorSimon Quick Advisors

Financial AdvisorAmeriprise Financial

Senior Wealth PlannerRockefeller Capital Management

Media PlannerCadent

Financial Planning, Senior DirectorOppenheimer & Co. Inc.

Supervising PlannerNV5

Supply Execution PlannerDanone

Associate Merchandise PlannerAeropostale

Demand PlannerEmerging Blue, Inc.

Senior Project PlannerSyneos - Commercial - Prod

Assistant Media PlannerM+C Saatchi Group

Media PlannerAKA NYC Limited

Store PlannerBrooks Brothers

Security Officer Patrol PlannerAllied Universal

Wholesale PlannerEmerging Blue, Inc.

Senior Space Planner - Real Estate Development and FacilitiesNYU Langone Medical Center

International Merchandise PlannerHaddad Brands

Senior Space Planner - Real Estate Development and FacilitiesNYU Langone Health

Wholesale PlannerJoe's Jeans

Assistant, PlannerCentric Brands

Sales Planner (Addressable)The Walt Disney Company

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