Controllers, Capital Analysis, Planning & Reporting, Associate, New York The Goldman Sachs Group IncControllers, Capital Analysis, Planning & Reporting, Associate, New YorkNY$85,000–$140,000 / yearWe''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. Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.
Specialist, Financial Planning And Analysis International AIDS Vaccine InitiativeSpecialist, Financial Planning And AnalysisNew York, NY$72,000–$84,000 / yearIAVI is seeking a Specialist, Financial Planning & Analysis to support budgeting, forecasting, and financial reporting while building dynamic models to guide decision-making in a mission-driven research and development organization focused on addressing some of the world's most pressing public health challenges. Actively participate in the creation of the annual IAVI budget, partnering with other members of the FP&A team to gather data from all departments and carefully review to ensure accuracy and forecasting operating expenses, personnel, and R&D projects covered by restricted and unrestricted funding sources.
Digital Consulting Senior Associate - Workday Adaptive Planning Huron Consulting Group IncDigital Consulting Senior Associate - Workday Adaptive PlanningNY$115,000–$145,000 / yearSenior Associates demonstrate strong analytical thinking, data interpretation skills, and the ability to manage ambiguity while delivering client-ready insights. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel.
Financial Advisor-Ramsey, NJ The Toronto-Dominion BankFinancial Advisor-Ramsey, NJNJ$78,520–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewGuardian Wealth Partners Planning Team Lead Guardian LifeGuardian Wealth Partners Planning Team LeadNew York, NY$132,420–$217,545 / yearThis role will lead advisors delivering holistic, goals‑based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high‑net‑worth (HNW) segments. The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee‑based Registered Investment Advisor (RIA).
Strategic Finance Lead GuidehouseStrategic Finance LeadNew York, NY$98,000–$163,000 / yearCompensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. This is a high-impact individual contributor role responsible for leading complex financial analyses and modeling initiatives that support critical business decisions, long-term planning, and investment strategy.
NewWealth Advisor Hybrid, Client-Focused Planning Charles SchwabWealth Advisor Hybrid, Client-Focused PlanningStamford, CTCharles Schwab is seeking a Wealth Advisor in Stamford, CT, to manage client relationships and provide personalized financial planning and investment guidance. The ideal candidate has strong skills in client experience and time management, holds a bachelor's degree, and has the necessary FINRA licenses.
Financial Solutions Advisor - Central NJ Market Bank of AmericaFinancial Solutions Advisor - Central NJ MarketSouth Plainfield, New JerseyUS - NJ - Berkeley Heights - 145 Snyder Ave - BERKELEY HEIGHTS BC (NJ6253), US - NJ - Clark - 1050 Raritan Rd - CLARK BC (NJ6252), US - NJ - Iselin - 655 US HIGHWAY 1 - WOODBRIDGE BC (NJ7191), US - NJ - Linden - 601 N WOOD AVE - WOOD AVENUE BC (NJ6245), US - NJ - Rahway - 1034 SAINT GEORGES AVE - RAHWAY BC (NJ6247), US - NJ - South Plainfield - 900 Oak Tree Ave - SOUTH PLAINFIELD BC (NJ7299). 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.
Financial Advisor (Multiple Levels)- Greenpoint, Brooklyn The Toronto-Dominion BankFinancial Advisor (Multiple Levels)- Greenpoint, BrooklynBrooklyn, NY$66,560–$117,520 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Director, Media Planning (Temporary) Crossmedia IncDirector, Media Planning (Temporary)New York, NYInternal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, American Cancer Society, Ricola, Herschend Family Entertainment, Zalando, Edible Arrangements, Citizens Bank, and more.
Director, Finance Planning & Performance Management Mondelez International IncDirector, Finance Planning & Performance ManagementEast Hanover, NJ$142,700–$235,455 / yearThe role sits on the growth channels leadership team and will manage finance planning and performance management team/activities and related financial decisions including strategic plan and annual contract planning/forecasting, target development, financial performance reporting/analysis, financial modeling and decision support for Growth Channels Sales team. We have corporate offices, sales, manufacturing and distribution locations throughout the U.S. to ensure our iconic brands-including Oreo and Chips Ahoy! cookies, Ritz, Wheat Thins and Triscuit crackers, and Swedish Fish and Sour Patch Kids confectionery products -are close at hand for our consumers across the country.
NewSummer Analyst - Wealth Planning Rockefeller Capital ManagementSummer Analyst - Wealth PlanningNew York, New YorkFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Analysts have and will continue to build a broad knowledge base in financial planning, estate and gift taxes, philanthropy, insurance, income tax planning, and investment management.
Retirement Planning Consultant- Jersey City, NJ Corebridge Financial Inc.Retirement Planning Consultant- Jersey City, NJJersey City, NJ$60,000–$70,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
NewFinancial Solutions Advisor - Upper Montclair Bank of America CorpFinancial Solutions Advisor - Upper MontclairNJ$70,000–$80,000 / yearKey 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.
Retirement Planning Consultant- Berkeley Heights, NJ Corebridge Financial Inc.Retirement Planning Consultant- Berkeley Heights, NJBerkeley Heights, NJ$60,000–$70,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
NewFinancial Solutions Advisor - Greater Queens NY Market Bank of AmericaFinancial Solutions Advisor - Greater Queens NY MarketForest Hills, 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.
Planner, Omni Merchandise Planning, Gap Specialty Kids The Gap IncPlanner, Omni Merchandise Planning, Gap Specialty KidsNew York, NY$83,000–$107,900 / yearDevelop and maintain effective working relationships with members of cross functional team (Merchandising, Visual, Production, Distribution, Planning and Company Planning), setting expectations around prioritization and best practices around key deliverables. In this role you will be a part of the Inventory Management team that brings the financial strategy of our product vision to life by managing the largest financial asset of the company: our product itself.
Sr. Financial Analyst Brand Finance Gap Stores The Gap IncSr. Financial Analyst Brand Finance Gap StoresNY$96,700–$125,700 / yearThe Senior Analyst, Brand Finance will support financial planning and analysis for the Stores organization by performing detailed analyses, building and maintaining financial models, and delivering data-driven insights to support profitability and operational performance. Financial Planning & Analysis: Execute close, budgeting, and forecasting activities for the Stores organization, ensuring accurate submissions, clear variance explanations, and timely deliverables aligned with corporate timelines.
Revenue Strategy & Planning Manager Algolia IncRevenue Strategy & Planning ManagerNYRemote$134,500–$160,952 / yearThis role will help drive predictable revenue growth by strengthening our forecasting discipline, improving pipeline visibility, and delivering actionable insights that enable Revenue leadership to make confident, data-driven decisions. Partner with Algolia''s emerging GTM AI Ops & Automation function to bring greater discipline, predictability, and intelligence into our forecasting process, a zero-to-one opportunity to help define how AI enhances our revenue operating rhythm and surfaces new sales-process opportunities.
NewWealth Planning Specialist for HNW/UHNW Clients IDBNYWealth Planning Specialist for HNW/UHNW ClientsNew York, NY$130,000–$150,000 / yearIDBNY is seeking a Wealth Planning Specialist in New York to partner with Private Bankers for sophisticated financial planning and investment advisory support. The ideal candidate will have a minimum of 5 years of experience in investment advisory, strong knowledge of investment products, and Series 7 and 65 licenses.
NewFinancial Analyst Co-op - Enterprise Services Finance Kyndryl IncFinancial Analyst Co-op - Enterprise Services FinanceNYCo-op students gain practical experience working alongside experienced finance leaders while contributing to meaningful business initiatives and developing skills critical to a successful finance career. You'll develop in-demand skills to grow your career and achieve your ambitions with access to cutting-edge learning opportunities-from certifications with Microsoft, Google, and Amazon to coaching and hands-on experiences.
NewFinancial Analyst Co-op – Enterprise Services Finance KyndrylFinancial Analyst Co-op – Enterprise Services FinanceRye Brook, New YorkCo-op students gain practical experience working alongside experienced finance leaders while contributing to meaningful business initiatives and developing skills critical to a successful finance career. You’ll develop in-demand skills to grow your career and achieve your ambitions with access to cutting-edge learning opportunities—from certifications with Microsoft, Google, and Amazon to coaching and hands-on experiences.
NewSr Financial Analyst - Global Transformation MT Transcend Johnson & JohnsonSr Financial Analyst - Global Transformation MT TranscendBogota, NJRequired Skills: Preferred Skills: Accounting, Analytical Reasoning, Audit Management, Budgeting, Compliance Management, Cost Management, Detail-Oriented, Developing Others, Execution Focus, Financial Analysis, Financial Reports, Financial Risk Management (FRM), Generally Accepted Accounting Principles (GAAP), Inclusive Leadership, Leadership, Numerically Savvy, Process Oriented, Relationship Building. The Analyst will collaborate closely with FP&A, Strategic Planning and Project Operations, business partners, and functional budget owners to support financial processes and deliver insights that drive decision-making and accountability.
Financial Advisor Trainee - Garden City, NY Raymond James Financial IncFinancial Advisor Trainee - Garden City, NYGarden City, NY$33,280–$70,000 / yearBachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.
Senior Financial Planner CAPTRUSTSenior Financial PlannerNew Hyde Park, New York$150,000–$200,000 / yearThis is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice, not product sales or asset gathering quotas, within a firm that invests deeply in its people and their long-term success. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.
NewSenior Financial Advisor CAPTRUSTSenior Financial AdvisorNew Hyde Park, New York$175,000–$225,000 / yearThis is an opportunity for an experienced advisor who wants to focus on delivering exceptional advice, not product sales or asset gathering quotas, within a firm that invests deeply in its people and their long-term success. As a nationally recognized firm, we provide comprehensive wealth management to high-net-worth individuals and families while fostering a culture grounded in collaboration, intellectual curiosity, and continuous professional growth.
Financial Solutions Advisor - Manhattan South Market Bank of America CorpFinancial Solutions Advisor - Manhattan South MarketNY$70,000–$80,000 / yearBack to search results Financial Solutions Advisor - Manhattan South Market New York, New York; New York, New York; New York, New York; New York, New York; New York, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Financial Solutions Advisor - Northwest NJ Market Bank of America CorpFinancial Solutions Advisor - Northwest NJ MarketMorristown, NJ$70,000–$80,000 / yearOn screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Western Long Island Market Bank of America CorpFinancial Solutions Advisor - Western Long Island MarketNY$65,000–$80,000 / yearKey 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. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - Ocean Market Bank of America CorpFinancial Solutions Advisor - Ocean MarketRed Bank, NJ$70,000–$80,000 / yearWorks 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
LPL Financial Advisor Bethpage Federal Credit UnionLPL Financial AdvisorBethpage, NYUnderstanding the members' objectives, goals, time horizon and risk tolerance, prepare and deliver comprehensive financial plans, provide pre/post-retirement planning and wealth transfer strategies, that include; executing on the plan, rebalancing, selling, purchasing and establishing investments, transferring assets, portfolio reviews, analysis and assessments. Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
Experienced Financial Advisor Fifth Avenue FinancialExperienced Financial AdvisorNew York, NY$38,000–$150,000 / yearIt simply measures work and communication needs: https://assessment.predictiveindex.com/bo/7B44/FinancialAdvisor_Jul2026_133931. Monitor markets, research financial products, and stay updated with new developments in the financial sector.
NewFinancial Services Representative Fifth Avenue FinancialFinancial Services RepresentativeNew York, NY$38,000–$150,000 / yearLicensing: If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development. Monitor markets, research financial products, and stay updated with new developments in the financial sector.
Capital Planning Analyst Initio CapitalCapital Planning AnalystNew York, NY$50–$200We serve fund managers, investors, operators, and finance professionals across private markets by integrating deal flow, analyst talent, investor relations, networking, training, and job placement into a single platform. Capital Planning Analysts do not wait months for placement—once verified, they can immediately begin earning income while supporting live capital allocation, operational planning, and portfolio execution.
Director, Financial Operations TPR Education LLCDirector, Financial OperationsNY$150,000–$175,000 / yearEvery year, it helps millions of college- and graduate school-bound students achieve their education and career goals through online and in-person courses delivered by a network of more than 4,000 teachers and tutors, online resources, and its more than 150 print and digital books published by Penguin Random House. This individual will lead Accounts Receivable and Accounts Payable, driving best-in-class performance across billing, collections, vendor management, and disbursements, while serving as a key partner in managing the company's cash flow and liquidity.
Financial Analyst Athena ClubFinancial AnalystNew York, NY$85,000–$95,000 / yearOver the past 12 months, we've doubled our business, accelerated our retail momentum, and expanded our reach as more customers turn to Athena for beautifully designed, high-performance essentials. This role is a rare opportunity to help shape Athena Club's next chapter, driving strategy, execution, and long-term impact as we build an iconic modern personal care brand.
Chief Financial Officer StartCareChief Financial OfficerBrooklyn, New York$190,000Full timePeople Management - Includes staff in planning, decision-making, facilitating and process improvement; takes responsibility for subordinates' activities; makes self-available to staff; provides regular performance feedback; develops subordinates' skills and encourages growth; solicits and applies customer feedback (internal and external); uses feedback to modify and improve supervisory skills. Change Management - Develops workable implementation plans; communicates changes effectively; builds commitment and overcomes resistance; prepares and supports those affected by change; monitors transition and evaluates results.
Vice President, Finance Marc JacobsVice President, FinanceNew York, NYFull timeMarc Jacobs International, powered by the creative genius of Marc Jacobs, seeks a Vice President, Finance to lead the Global Financial Planning & Analysis team based in its New York City (SoHo) headquarters. Marc Jacobs uses the published salary range as a guideline to provide our employees with market competitive pay while allowing for flexibility to recognize and reward all levels of expertise, performance, and tenure.
Financial Solutions Advisor Registration Candidate - Clifton Bank of America CorpFinancial Solutions Advisor Registration Candidate - CliftonClifton, NJ$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Senior Analyst, Financial Operations College BoardSenior Analyst, Financial OperationsNew York, NYRemote$64,000–$100,000 / yearServes as point for the College Board Cares benefit working with the Talent and OCEO teams to set-up the charities, derive the contributions, serve point on the payment process with Accounts Payable, perform the financial analysis for special campaigns, the budget, and forecast process. The Financial Operations controller's team serves as financial stewards and ensures the integrity, accuracy, and transparency of financial reporting, by leading the month-end and year-end close processes for the College Board divisions, ensuring consistency, completeness, and compliance.
Senior Underwriter Financial Institutions Coaction Specialty Insurance Group IncSenior Underwriter Financial InstitutionsNJResponsibilities • Analyze and underwrite complex financial institutions such as banks, insurance companies, credit unions, investment banks, investment advisers, fund structures, hedge funds, private equity firms, venture capitalists, equity and bond exchanges, market makers, high frequency traders, FINTECHs, INSURETECHs, decentralized finance organizations and others. This will require such Senior Underwriter to think strategically, determine measurable goals and objectives, create strong relationships with distribution, lead a team to successful outcomes, understand Coaction's appetite and be product and subject matter expert on the changing landscape of the industries and customer needs within our Financial Institutions and Credit Union program offerings.
Senior Underwriter Financial Institutions Coaction Specialty Insurance GroupSenior Underwriter Financial InstitutionsMorristown, NJAnalyze and underwrite complex financial institutions such as banks, insurance companies, credit unions, investment banks, investment advisers, fund structures, hedge funds, private equity firms, venture capitalists, equity and bond exchanges, market makers, high frequency traders, FINTECHs, INSURETECHs, decentralized finance organizations and others. This will require such Senior Underwriter to think strategically, determine measurable goals and objectives, create strong relationships with distribution, lead a team to successful outcomes, understand Coaction's appetite and be product and subject matter expert on the changing landscape of the industries and customer needs within our Financial Institutions and Credit Union program offerings.
Merrill Advisor Development Program - Financial Advisor: Philadelphia Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Philadelphia MarketWayne, New JerseyEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Paramus & Associates MarketParamus, New JerseyEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Midtown Manhattan Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Midtown Manhattan MarketWhite Plains, New YorkEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor Associate- Manhattan The Toronto-Dominion BankFinancial Advisor Associate- ManhattanNew York, NY$66,560–$99,320 / yearMeets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate- Bronx/Manhattan/Westchester The Toronto-Dominion BankFinancial Advisor Associate- Bronx/Manhattan/WestchesterNY$66,560–$99,320 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Financial Advisor Associate - Bethpage, NY The Toronto-Dominion BankFinancial Advisor Associate - Bethpage, NYBethpage, NY$66,560–$99,320 / yearThe FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
Chief Financial Officer Nenni and AssociatesChief Financial OfficerWoodbridge, New Jersey10+ years of senior finance leadership experience (CFO, VP Finance, or Director of Finance) in construction, utilities, engineering, or related industries. The CFO will serve as a key partner to the executive leadership team, overseeing all financial aspects of the organization.
Associate Wealth Management Relationship Manager II Provident Financial Services IncAssociate Wealth Management Relationship Manager IIMorristown, NJ$61,600–$88,000 / yearResponsibilities will include data input into the financial planning software, preparation of planning analysis on subjects such as retirement planning, estate planning, cash flow, education funding, etc., client on-boarding and service requests, client meeting preparation and follow-up, and maintenance of related items in the firm's CRM system. Please note, the base pay actually offered may vary based upon the candidates skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.