3,038 Results for

Financial Planning Jobs in Bethpage, NY

Jobs

Brooklyn, NY

$275,000–$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. Reporting to the CEO and ownership group, the CFO is responsible for financial reporting, controls, systems, compliance, and team leadership to support company growth and performance.

6 days ago

Stamford, CT

$200,000–$300,000 / year

6 days ago

New York, NY

$200,000 / year

p>Financial Risk Oversight• Provide second-line oversight of key financial risks, including capital, liquidity, interest rate, credit, and funding risks, while overseeing KRIs and risk metrics to ensure alignment with risk appetite, consistent reporting, and timely escalation of threshold breaches.•

Strategic Risk Oversight• Oversee and independently challenge strategic risks arising from business initiatives, growth plans, funding strategies, external dependencies, and changing market conditions, ensuring risks are identified early and incorporated into decision-making.•

25 days ago

Queens, NY

$100,000–$200,000 / 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. The successful candidate will be responsible for assisting clients with the legal aspects of managing their wealth and ensuring their assets are distributed according to their wishes after their death.

3 days ago

New York, NY

Remote

$120,000–$145,000 / 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. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.

6 days ago

New York, NY

$185,000–$225,000

p> 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. About the role: Our client, a fast growing private equity firm that invests in the media and technology space, is seeking a Financial Controller to take ownership of all internal finance and accounting operations while serving as a close partner to the CFO.

4 days ago

Jersey city, NJ

$26–$26

p> 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

4 days ago

New York, NY

$80–$80 / hour
Full time

Workday Finance Specialist: This role will work closely with Finance functional leads, HR, IT and external implementation consultants to ensure that financial modules and business processes are accurately configured, tested, and aligned with requirements. Responsibilities include supporting data validation, business process setup, reporting, ongoing support, and long-term optimization of Workday.

11 days ago

New York, NY

$200,000–$260,000 / year

Join a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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.

6 days ago

New York, NY

$131,997–$131,997 / year
Full time

Prepared and delivered demonstrations of financial software products, focusing on modeling fixed income instruments (e.g., bonds, credit ETFs) and credit derivatives (e.g., CDS, CDX, tranches) using proprietary models. Performed scenario analysis and Value-at- Risk (VaR) simulations for client portfolios and implemented automated data pipelines to improve risk monitoring capabilities.

10 days ago

Uniondale, NY

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.

13 days ago

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. 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.

6 days ago

New York, NY

$120,000–$150,000 / year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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.

6 days ago

New York, NY

$160,000–$215,000 / year

5 days ago

New York, NY

$28–$33 / hour

p>Corporate Financial Analyst is needed to support enterprise-wide financial reporting, analytics, and planning activities, partnering closely with senior leadership. This role focuses on financial modelling, variance analysis, and business insights to support strategic decision-making across multiple business units.

4 days ago

New York, NY

$100,000–$120,000 / year

li>Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Responsibilities:

Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking.

Today

Melville, NY

$60,000–$100,000 / year

li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

3 days ago

Uniondale, NY

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

11 days ago

New York, NY

$200,000–$250,000 / year
Full time

The position provides strong exposure to senior management and plays a critical role in ensuring the integrity and transparency of financial information within a complex regulatory environment.

This is a highly visible leadership role offering the opportunity to shape and enhance a firm's financial reporting and regulatory framework.

3 days ago

New York, NY

$180,000–$200,000

p> 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.
Canadian residents may access our policies in English here and in French here.

4 days ago

Melville, NY

Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances. Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.

9 days ago

Uniondale, NY

Join us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.

11 days ago

New York, NY

$150,000–$200,000

p> 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.
Canadian residents may access our policies in English here and in French here.

4 days ago

New York, NY

$170,000–$200,000

p> 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.
Canadian residents may access our policies in English here and in French here.

4 days ago

Long Island City, NY

$70–$90

p> 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.
Canadian residents may access our policies in English here and in French here.

4 days ago

Hoboken, NJ

$150,000–$165,000

p> 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.
Canadian residents may access our policies in English here and in French here.

4 days ago

New York, NY

$160,000–$200,000

li style="margin:0in 0in 0in 0.5in">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.

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.

4 days ago

New York, NY

$73.70–$81.90 / hour

In the past 5 years, practiced as an FNP:

4 years in an outpatient primary care setting seeing patients of all ages (0+), OR 4 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) .

9 days ago

Brooklyn, NY

$59.10–$65.50 / hour

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) .

4 days ago

New York, NY

$73.70–$81.90 / hour

In the past 5 years, practiced as an PA:

4 years in an outpatient primary care setting seeing patients of all ages (0+), OR 4 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) .

9 days ago

NEW CANAAN, CT

$273,500–$290,700 / year

One Medical 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. Please refer to the E-Verification Poster and Right to Work Poster for additional information. Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years.

19 days ago

WESTPORT, CT

$146,400–$155,530 / year

In the past 5 years, practiced as an Advanced Practitioner for at least:

2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting.

11 days ago

NEW YORK, NY

Remote

$262,000–$278,500 / year

6 days ago

NEW YORK, NY

Remote

$262,000–$278,500 / year

4 days ago

Manhattan, NY

$120,000–$140,000 / year
Full time

Following the successful establishment of their US entity, they are now expanding operations across North America with plans to launch retail stores and e-commerce operations over the coming years. The business currently has approximately 100 employees in the US and operates out of Manhattan, with leadership teams based across New York, Japan, and San Francisco.

20 days ago

Westport, CT

$110,000–$130,000 / year
Full time

This newly created Finance Manager, Inventory Planning role sits at the intersection of finance, supply chain, and operations, supporting a growing consumer brand. Our client is a high-growth consumer products company in the athletic and lifestyle space, operating within a fast-paced, inventory-driven environment.

16 days ago

Fort Lee, NJ

$75,000–$125,000 / year

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit . Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management.,

Today

Huntington Station, NY

$90,000–$115,000 / year
Full time

Position Summary: The primary responsibilities of the Financial Business Analyst will be to support the Financial Business Partners (FBP), and each business unit (BU) team to analyze and monitor Sales trends, Gross Margin, Cost and pricing. Prepare Gross margin analysis including impact from sales price variance, product mix, volume customers, markets and applications.

30+ days ago

New York, NY

$72–$75 / hour
Full time

This role sits at the intersection of trading, clearing, risk, and operations, and requires strong Python expertise, experience with financial systems, and a practical understanding of regulatory and compliance-driven environments. Work in a small, fast-moving team, owning end-to-end development of internal tools while collaborating closely with trading, risk, operations, and infrastructure teams.

30+ days ago

$85,000–$100,000 / year

We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.

Collaborate closely with affiliate business management teams and Horizon finance teams to analyze monthly revenue/expense variances and ensure accruals and adjustments are properly recorded in the accounting records.

13 days ago

New York, NY

We are building a new model of primary care for women 50+ to solve long-standing problems: rushed appointments, long wait times, and care that's generalized rather than specialized towards women's needs later in life such as menopause, post-menopausal care, bone density, weight management, and mental, social and emotional well-being. Our ideal candidates have strategic prowess and the ability to use data to build best practices and implement great ideas in collaboration with our team and our community.

17 days ago

$135,000–$190,000 / year

Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry.

Drive the preparation and presentation of sophisticated monthly and quarterly financial reports and analyses to senior management and the executive leadership team, including comprehensive variance analysis, key performance indicators (KPIs), and strategic insights.

15 days ago

$84,880–$127,330 / year

We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts.

Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.

30+ days ago

New York, NY

$125,000–$140,000 / year

As a Financial Planning Strategist, you will be responsible for supporting and working closely with Relationship Managers (RM), Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as provide client support to the Wealth Strategies team. Perform financial planning analyses, including reviewing financial statements and other data, gathering additional data as necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning considerations.

30+ days ago

New York, NY

$115,000–$130,000 / year

p>Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc.

Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs.

4 days ago

New York, NY

$157,000–$220,000 / year

Outstanding communication (written and verbal), interpersonal, and executive presentation skills, with a proven ability to effectively communicate complex financial information to all levels of the organization, including the executive team and potentially the Board of Directors. Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry.

15 days ago

New York City, New York

By providing NPs with tailored products and services within a supportive setting, Duet is building the nation’s largest network of NP-owned practices, driving better outcomes for patients and communities.

This is an ideal role for someone who thrives in a fast-moving environment, loves digging into the numbers, and is equally comfortable building a bottoms-up forecast as presenting to an executive audience.

17 days ago

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Financial Planning Jobs in Bethpage, NY

CFO Jobot

Charitable Planning Attorney - CT or FL Jobot

VP Financial and Strategic Risk Management United Nations Federal Credit Union

Estate Planning Attorney Jobot

Senior Associate Financial Due Diligence Jobot

Financial Controller Vaco LLC

Entry Level Financial Services Vaco LLC

Workday Financial Consultant Federal Home Loan

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Financial software Consultant Quantifi Inc.

Financial Advisor New York Life - Uniondale

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

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Junior Financial Analyst - Temp to Hire Page Group

Financial Professional - Nyc New York Life - Kaysilyn Lawson

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Financial Services Professional NYL - Nassau GO

Head of Financial Reporting Page Group

Controller/Finance Lead Vaco LLC

Financial Advisor Trainee New York Life - Melville, NY

Sales Manager Financial Services NYL - Nassau GO

Sr. Tax Planner Vaco LLC

Senior Tax Specialist Vaco LLC

Controller Vaco LLC

Director of Finance Vaco LLC

Senior Tax Planner Vaco LLC

Virtual Family Nurse Practitioner - [Overnights - NY, DC, CA licensed] One Medical

Virtual Family Nurse Practitioner - NY Licensed One Medical

Virtual Physician Assistant - [Overnights - NY, DC, CA licensed] One Medical

Primary Care Physician One Medical

Nurse Practitioner or Physician Assistant One Medical

Virtual Primary Care Physician One Medical

Virtual Primary Care Physician - NY, DC or CA Licensed One Medical

Accounting Manager Page Group

Finance Manager Page Group

Wealth Advisor - PNC Wealth Management PNC Financial Services Group

Financial Business Analyst Brains Workgroup, Inc.

Software Developer - Financial Systems Eclaro

Senior Financial Analyst, Affiliate Financial Planning & Analysis Horizon Media LLC

Director, Financial Planning & Analysis Herself Health

Sr. Manager, Financial Planning & Analysis (FP&A)(NYC) Medidata Solutions Inc

Associate Manager, Financial Planning MissionSquare Retirement

Financial Planning Strategist Canadian Imperial Bank of Commerce

Manager, Financial Planning and Analysis Progyny Inc

Director, Financial Planning & Analysis (FP&A)(NYC) Medidata Solutions Inc

Manager, Financial Planning and Analysis Duet

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