Certified Financial Planner PEAK Technical Services Inc.Certified Financial PlannerCorning, NY$80,000–$130,000 / yearThe role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cicero, NY Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cicero, NYCicero, NYGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cicero, NY KeyCorpSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cicero, NYCicero, NYGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
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 Tompkins Financial AdvisorsSenior Financial PlannerIthaca, New York$110,000–$135,000 / yearFull timeThe Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors – technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations.
Senior Financial Planner Tompkins Financial CorpSenior Financial PlannerIthaca, NY$110,000–$135,000 / yearThe Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors - technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations.
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$140,000–$160,000 / 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.
Merchandise Financial Planner (Hybrid) Foot LockerMerchandise Financial Planner (Hybrid)New York, New York$75,000–$90,000 / yearFull timeThe 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. Whether you’re building strategy, shaping innovations, or creating unforgettable customer moments, you’ll contribute to decisions and experiences that define our brands’ impact in the communities we serve.
Financial Planner Career Changers Wanted Northwestern MutualFinancial Planner Career Changers WantedRochester, New York$60,000–$75,000 / yearOur thriving office is located at: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Financial Planner Career Changers Wanted Northwestern Mutual of RochesterFinancial Planner Career Changers WantedRochester, NYFull timeWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.
NewFinancial Planner ENTRY LEVEL Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Planner ENTRY LEVELRoslyn, NY$98,000–$150,000 / yearBonus Points: Licensing Preferred Bonus: Active FINRA Series 7, Series 66 (or 65), SIE, and/or State Life, Accident, & Health Insurance licenses are great to have, but not a requirement, as we provide sponsorship to candidates who meet qualifications. High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $ 100,000–$200,000*.
Financial Planner Career Changers Wanted Northwestern Mutual SyracuseFinancial Planner Career Changers WantedSyracuse, New YorkPassionate About: Family, fun, and legacy; spending time with his wife, children and their dog Spencer; Syracuse University sports; community involvement through board service and coaching youth sports; supporting education through the Emerging Leaders Scholarship at Oswego State University; and being a founding member of the Syracuse University Legends Society. Passionate About: Spending time with his spouse and their red lab Rudy, traveling, live music and concerts, attending live sporting events (especially hockey and the Pittsburgh Penguins), and giving back to the community through nonprofit board involvement, events, and philanthropy.
NewFinancial Planner Career Changes Wanted Northwestern Mutual - PoughkeepsieFinancial Planner Career Changes WantedPoughkeepsie, NYFull timeBefore that, baseball shaped his life — from Little League through college ball at Post University and into professional baseball, followed by a role as Director of Baseball Operations and Head Coach for a youth sports organization in New York City. We take a holistic approach to insurance and investments to provide comprehensive financial planning, backed by a best-in-class advisor support platform and an experienced advisor mentorship program.
J.P. Morgan Wealth Management - Vice President, Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Private Wealth PlannerNew York, NYFull timeThe 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.
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.
Key Private Bank Wealth Planner Keybank National AssociationKey Private Bank Wealth PlannerAlbany, NY$96,000–$181,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning).
Financial 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.