311 Results for

Financial Planner Jobs in Roosevelt Island, NY

Jobs

Tax Planner Vaco LLC

New York City, NY

$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.

3 days ago

Sr. Tax Planner Vaco LLC

New York, NY

$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.

3 days ago

Senior Tax Planner Vaco LLC

New York, NY

$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.

3 days ago

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

Bronxville, NY

$101,000–$118,000 / 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.

7 days ago

RN Hospice Business Development Care Planner - Bronx NY Jobot

The Bronx, NY

$115,000–$131,500 / 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.

7 days ago

Charitable Planning Attorney - CT or FL Jobot

Stamford, CT

$200,000–$300,000 / 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.

7 days ago

Senior Tax Specialist Vaco LLC

New York, NY

$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.

3 days ago

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

New York, NY

$120,000–$140,000 / year

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.

6 days ago

Senior Trust Officer Midland States Bank

Sleepy Hollow, NY

$106,250–$177,050 / year

Salary Range: $106,250 - $177,050 annually Position Summary The Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. Mentors Trust Officers and Trust Administrators Client Engagement Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers.

Today

Strategic Financial Planner Career Launch AI

New York, NY

$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.

7 days ago

Certified Financial Planner - Bilingual Financial Finesse Inc

$115,000–$135,000 / year

RESPONSIBILITIES: 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.

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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11 days ago

Senior Financial Planner Focus Financial Partners

White Plains, New York

Blending 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.

30+ days ago

Financial Planner Foot Locker Inc

$75,000–$90,000 / year

Responsibilities 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.

30+ days ago

Financial Planner US Nayya Health, Inc

Remote

$100,000–$115,000 / year

Expertise in all major financial planning topics: budgeting, saving, and paying down debt; risk management, insurance, and employee benefits; investments; tax planning; retirement savings and income planning; estate planning. We're hiring a Financial Planner to join our team of CFP professionals, working directly with Northstar members (employees of our employer clients) to provide client-first financial guidance via text-based chat and video calls.

30+ 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

Emerging Financial Planner - CT, Stamford (5225) Equitable Financial Life Insurance Company

Stamford, CT

Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc. Our commitment to being a Force for Good is reflected in programs like 1000 Hours of Giving Back sponsored by our Womens Network and Equitable Excellence" which awards 200 college scholarships annually.

30+ days ago

Senior Financial Planner CAPTRUST

New Hyde Park, New York

$125,000–$150,000 / year

This 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.

5 days ago

Financial Planner Idbny

New York City, New York

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.

21 days ago

Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - New York The Goldman Sachs Group Inc

New York, NY

$80,000–$160,000 / year

The 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.

4 days ago

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

Stamford, CT

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.

30+ days ago

Business Development Consultant, Planner Growth Edelman Financial Engines

New York, NY

$106,800–$150,000 / year

ResponsibilitiesTalent Origination & Business DevelopmentIdentify, target, and proactively engage high-quality financial planners across the wealth management industryBuild and maintain a robust pipeline of passive and active candidates through outbound outreach, networking, and market mappingDevelop strategic sourcing plans aligned to hiring priorities and market trendsPlanner Value Proposition PositioningClearly articulate EFE's "hire-to-retire" value proposition, including career growth, client access, compensation, and stabilityPosition EFE as a differentiated destination for planners seeking long-term career development and client impactTailor messaging to resonate with planners at various career stages (early, mid, senior)Relationship ManagementEstablish and nurture long-term relationships with financial planners, acting as a trusted industry contactMaintain ongoing engagement with prospects, even when immediate opportunities are not availablePartner closely with internal stakeholders to align talent needs and messagingMarket IntelligenceStay informed on industry trends, competitor talent strategies, and compensation benchmarks within wealth managementProvide insights to leadership on talent availability, competitor positioning, and candidate sentimentPipeline ConversionDrive candidate engagement through the recruiting funnel in partnership with key EFE stakeholdersEnsure a high-quality candidate experience from initial outreach through offer stageTrack and report on pipeline activity, conversion rates, and sourcing effectivenessRequirements3–7 years of experience in business development, recruiting, or relationship management within financial services or wealth managementStrong understanding of the financial planning ecosystem (RIA, wirehouse, broker-dealer models)Proven ability to engage and influence passive talent through consultative outreachExcellent communication and storytelling skills, with the ability to position a compelling career narrativeHighly proactive, with a hunter mindset and strong pipeline disciplineAbility to operate in a fast-paced, metrics-driven environmentKey CompetenciesStrategic sourcing & prospectingInfluencing & relationship-buildingMarket storytelling & employer brandingResilience and persistenceCollaboration and stakeholder alignmentCompensation and BenefitsEdelman Financial Engines takes a market-based approach to pay. Blending business development, relationship management, and recruiting, this role is responsible for proactively sourcing, cultivating, and converting experienced planners by shaping and articulating EFE's long-term planner value proposition.

1 day ago

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

New York, NY

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.

30+ days ago

Service Planner - Wind GE Vernova Inc

Remote

$100,500–$167,400 / year

GE Vernova Inc. or its affiliates (collectively or individually, "GE Vernova") sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. The Service Planner will be the driving force in our task readiness, ensuring activities are ready to be executed as per our Master Maintenance Plan as well as efficiently reacting to emerging works, reporting to the regional Service Planning Manager.

30+ days ago

Merchandise Planner - CK Retail Pvh

New York, NY

Weekly Business Management: Provide updated weekly forecasts to merchandising team detailing category opportunities and risks, recommending markdowns, and reflowing inventory as needed. Wellbeing Support: A variety of wellbeing tools and programs such as, Headspace membership, reimbursement for fitness memberships and/or digital meditation subscriptions, and the opportunity to earn up to $200 a year in rewards for exercising and participating in healthy activities.

1 day ago

Wealth Planner Cerity Partners

New York City, New York

Exceptional issue spotting and problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Onboarding of new clients: collect new client information, and work with each new client to ensure accurate completion of PCA and appropriate forms from custodian.

30+ days ago

Sr. Occupancy Planner (Hybrid) CBRE Group Inc

New York City, NY

Planner, you will provide space planning, data mining, reporting, and interpretation of space planning metrics for large and high-profile clients' needs. CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance.

3 days ago

Senior Occupancy Planner (Remote) CBRE Group Inc

Remote

12 days ago

Assistant Merchandise Planner Hill House Home Inc

$60,000–$70,000 / year

What Youll Do: Assist in building pre-season and in-season financial plans by SKU, category, and collection using historical data, sales trends, and strategic growth targets to maximize revenue and margin for omni-channel business. Hill House Home is seeking an experienced Assistant Merchandise Planner to join our New York team, reporting directly to the Director of Merchandise Planning.

30+ days ago

Merchandise Planner Hill House Home Inc

$90,000–$110,000 / year

Hill House Home is seeking a strategic and results-driven Merchandise Planner, to join our New York team to support and expand the planning function across our growing direct-to-consumer business, including eCommerce and retail stores. Reporting to the Director of Merchandise Planning, the Merchandise Planner will own financial forecasting and in-season strategies, proactively identifying risks and opportunities to maximize revenue and margin, while guiding allocation and inventory decisions to support overall business objectives.

30+ days ago

Jansport/Eastpak - Associate Planner, eCommerce Eastpak

Jersey City, New Jersey

The Associate Planner plays a key role in day‑to‑day trading support, promotional analysis, and inventory visibility—helping ensure the right product is available online at the right time to meet customer demand. This role partners closely with the Buying, Digital, Marketing, and Finance teams to help deliver accurate forecasts, insightful reporting, and clean execution of the Ecommerce strategy.

6 days ago

Transitional Wealth Planner CFP Retirement Resource Center LLC

Brooklyn, NY

$120,000–$175,000 / year

Transitional Wealth Planner — CFP® The AmeriFlex Group® • Haddon Heights, NJJob Type: Full-time — In-OfficeReports To: Hannah Buschbom, CFP®, CPWA®, CDFA, CFF® — Chief Transitional Wealth PlannerCompensation: $120,000–$175,000 base salary + potential incentive compensationNot Your Typical Planning RoleThe AmeriFlex Group is seeking a Transitional Wealth Planner for an established, in-office role in Dallas. Additional compensation opportunities include:Opportunity to earn revenue share on planning‑driven work, including client introduces new assets to the firm outside the assigned existing practice, 1031 exchanges, fixed insurance placements, and similar strategies.

Today

Therapeutic Case Planner (Safe Way Forward) Children's Aid Job Listing

Bronx, New York

Assist with obtaining services including, but not limited to: safe housing, public benefits, emergency financial assistance, health care, mental health services, substance abuse services, educational services, legal advocacy and representation, parenting support, and other needed general case management services. Assist clients in applying for emergency financial assistance through the New York Times Neediest cases fund, in collaboration with The Children’s Aid Society’s Office of Client Advocacy.

30+ days ago

Assortment Planner Victoria's Secret & Co

New York, NY

Responsibilities include creation and revision of tier/segment targets for a merchandise area in support of the critical business initiatives and budget objectives, develop a financial view of recommended style and choice count by tier, classification and attribute, and utilizes space productivity measurements to drive assortment decisions. The role also entails providing analytics to cross functional partners, to ensure the assortment architecture gets translated appropriately, impacting store ROI.

3 days ago

Data Center Site Planner III Oracle Corp

$83,000–$166,100 / year

Data Center Capacity and Infrastructure Planning: Supports infrastructure planning efforts by gathering data and performing analyses to help optimize capacity utilization and meet projected rack demand. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle''s differing products, industries and lines of business.

30+ days ago

Transportation Planner/Engineer GZA GeoEnvironmental of NY

New York, NY

$100,000–$135,000 / year
Part time

With a staff of interrelated professionals dedicated to providing high-level expertise on complex projects above, below and at ground-level, GZA’s experts provide seamless integration across practice areas, client type, and location. Lead transportation analyses for discretionary land use actions (rezonings, special permits, variances), independently determining appropriate methodologies and defensible impact conclusions under CEQR.

5 days ago

Operations Planner Victoria's Secret & Co

New York, NY

Informs cross-functional partners of excess inventory in Semi Annual Sales and Clearance buys; assist with component run-outs to reduce inventory liability. Manage detailed Bill of Material (BOM accuracy (waste factors and usage; work closely with Inventory Control during Book to Book to identify and resolve BOM issues.

20 days ago

Merchandise Planner (Temp), Sandro-Paris, SMCP Group SMCP NORTH AMERICA (US, CANADA)

Greenwich, CT

$33–$37 / hour

With a portfolio comprising four distinguished global brands – Sandro, Maje, Claudie Pierlot, and Fursac – our influence spans 46 countries from free-standing lifestyle boutiques to leased concession shop-in-shops and off-price outlets. Add to this mix our uniquely coveted Parisian chic merchandise collections, and you have an employer that not only sets trends in the fashion world but also cultivates a work environment that fosters innovation, diversity, and success.

27 days ago

Transportation Planner Metropolitan Transportation Authority

New York, NY

$99,734–$132,458 / year

A Baccalaureate degree from an accredited college with a major in one or more of the following: engineering, urban studies, geography, transportation science, urban planning, economics, business, public administration, political science, or related fields; and five (5) years of full-time paid experience in transportation planning, scheduling, or operations. A Baccalaureate degree from an accredited college with a major in one or more of the following: engineering, urban studies, geography, transportation science, urban planning, economics, business, public administration, political science, or related fields; and four (4) years of full-time paid experience in transportation planning, scheduling, or operations.

30+ days ago

Senior Planner, Capital Project Planning National Grid USA Service Company, Inc.

MELVILLE, NY

This role is responsible for developing, maintaining, and analyzing project schedules and cost data to ensure alignment with project scope, schedule, and budget, while providing data-driven insights to support project teams and decision-making. Key Accountabilities* Develop and maintain integrated project schedules in Primavera P6 aligned with defined WBS, including performing routine updates to ensure accuracy, completeness, and alignment with project inputs.*

18 days ago

Production Planner Metropolitan Transportation Authority

Queens, NY

$82,075–$112,004.52 / year

Must possess thorough knowledge of the bills of material structure and parent/child BOM (Bill of Material)'s relationships and hierarchy, utilizing Master Planning System (MPS) or similar MRP (Material Requirement Planning)/ERP (Enterprise Resource Planning) software systems. DUTIES AND RESPONSIBILITIES: Responsibilities may include but are not limited to: Validate, create, update and maintain bills of material (BOMs) for all assigned shops in order to establish adequate on hand inventory to meet RCM (Reliability Centered Maintenance) production requirements.

30+ days ago

Financial Solutions Advisor -Broadway And 81St Financial Center Bank of America Corp

New York, 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.

17 days ago

Planner Tapestry

New York, New York

Developing Direct Reports and Others : Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each person's career goals; constructs compelling development plans and executes them; pushes people to accept developmental moves; will take on those who need help and further development; cooperates with the developmental system in the organization; is a people builder. Building Effective Teams : Blends people into teams when needed; creates strong morale and spirit in their team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team.

26 days ago

Wealth Planner Corient

New York, NY

$80,300–$120,000 / year

Solid understanding of eMoney for planning softwareStrong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch teamCompetencies listing for Job FamilyDeveloping othersRelationship/Practice ManagementDetail-oriented with excellent analytical and organization skillsCommunicate effectively, both orally and in writingHigh emotional intelligence and situational awarenessA proactive approach to work, with the ability to take ownership of projects and see them through to completionThis position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.

Today

Assistant Planner J Crew Group Inc

New York, NY

$25.48–$29.74 / hour

Since 1983, we've been creating classics that feel familiar and refreshingly new, crafted with unbeatable quality and distinctive point of view-it's no wonder we've been in your closet for four decades and counting. Partner with manager and cross-functional teams to identify in-season opportunities and risks, proposing actions such as receipt reflows, pricing adjustments, or markdowns.

10 days ago

Merchandise Planner J Crew Group Inc

New York, NY

$80,800–$100,400 / year

This role requires strong collaboration, the ability to synthesize data into actionable strategies, and the confidence to guide cross-functional partners toward achieving both short- and long-term goals. Since 1983, we've been creating classics that feel familiar and refreshingly new, crafted with unbeatable quality and distinctive point of view-it's no wonder we've been in your closet for four decades and counting.

10 days ago

Associate Wealth Planner Corient

New York, NY

$70,000–$150,000 / year

New York, NY $200,000.00-$250,000.00 1 week agoAsset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York Manhattan, NY $34,500.00-$125,000.00 1 week agoAsset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York New York, NY $85,000.00-$135,000.00 1 week agoNew York, NY $76,000.00-$111,000.00 2 weeks agoNew York, NY $110,000.00-$120,000.00 1 month agoEntry-Level Wealth Manager - Midtown East New York, NY $61,000.00-$119,000.00 3 weeks agoNew York City Metropolitan Area 1 week agoNew York, NY $250,000.00-$300,000.00 1 week agoAsset & Wealth Management, Private, Structured Investing, Vice President, New York Citi Wealth - Wealth Relationship Manager - Rego Park New York, NY $88,400.00-$132,600.00 16 hours agoNew York, NY $194,820.00-$229,200.00 1 week agoNew York, NY $34,000.00-$125,000.00 1 week agoNew York City Metropolitan Area $90,000.00-$120,000.00 1 week agoNew York, NY $38,000.00-$150,000.00 1 year agoCRE Relationship Manager (Deposit Officer) New York, NY $130,000.00-$165,000.00 1 week agoNew York, NY $132,000.00-$150,000.00 3 days agoNew York, NY $95,000.00-$125,000.00 1 month agoAsset & Wealth Management, Debt Capital Markets, Infrastructure, Vice President - New York New York, NY $75,000.00-$200,000.00 1 week agoNew York, NY $65,000.00-$85,000.00 3 months agoNew York, NY $150,000.00-$200,000.00 1 week agoInvestment Consultant - New York, NY (Midtown) Asset & Wealth Management: Alternatives Capital Formation, Hedge Funds, Vice President - NY Asset & Wealth Management, Private Wealth Management, Product Management, Associate - New York We're unlocking community knowledge in a new way. Qualifications & RequirementsBachelor's degree from an accredited institutionCFP certification requiredMust be highly flexible and keep confidential all client and firm mattersStrong analytical mindset, attention to detail, and problem-solving abilitiesCollaborative team player with a proactive approach to workExperience with MGP, eMoney, Holistiplan, Salesforce a plusCustomer service background preferredExcellent verbal, written, analytical, and organizational skillsMust be a goal-oriented team player with a ‘no job is beneath me' attitudeAble to work independentlyEnjoy being part of a teamAbove average knowledge of Microsoft Excel and WordThis position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned.

Today

Hydro Site Planner GE Vernova Inc

Remote

$80,700–$121,100 / year

GE Vernova Inc. or its affiliates (collectively or individually, "GE Vernova") sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. You will be responsible for developing and maintaining detailed, resource-loaded schedules in Primavera P6, coordinating short-term planning with site teams, and reporting construction progress, risks, and recovery actions.

30+ days ago

Financial Advisor Northwestern Mutual

Paramus, New Jersey

$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.

4 days ago

Demand Planner Lancesoft

Englewood Cliffs, NJ

A key focus is on communicating volume changes and drivers across the end-to-end supply chain, while leveraging machine learning , implementation of AI agents on demand analytics , and driving simplification and continuous improvement in forecasting processes and tools. The Associate Demand Planning Manager supporting the development of a 12–18 month rolling sales forecast for the Ice Cream portfolio , covering 8 brands and approximately 350 unique SKUs , totaling ***billion in annual net sales .

30+ days ago

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Financial Planner Jobs in Roosevelt Island, NY

Tax Planner Vaco LLC

Sr. Tax Planner Vaco LLC

Senior Tax Planner Vaco LLC

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

RN Hospice Business Development Care Planner - Bronx NY Jobot

Charitable Planning Attorney - CT or FL Jobot

Senior Tax Specialist Vaco LLC

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

Senior Trust Officer Midland States Bank

Strategic Financial Planner Career Launch AI

Certified Financial Planner - Bilingual Financial Finesse Inc

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

Senior Financial Planner Focus Financial Partners

Financial Planner Foot Locker Inc

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