1,294 Results for

Financial Planning Jobs in Copiague, NY

Jobs

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

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Stamford, CT1 day ago

$200,000–$300,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.

New York City, New York11 days ago

$100–$140 Per Hour

Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love. Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets.

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New York, NY1 day ago

$150,000–$250,000 Per Year

As we continue to evolve and expand, we are seeking a Financial Controller to partner closely with executive leadership and play a key role in maintaining strong financial operations and supporting strategic decision-making. 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.

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New York, NY3 days ago

$185,000–$225,000

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. 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.

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Elmsford, NY1 day ago

$170,000–$190,000 Per Year

Reporting directly to the Senior Vice President of FP&A, this role will lead critical enterprise processes including the Annual Operating Plan (AOP), sponsor and lender reporting, and financial reporting & performance management, while owning and advancing the company’s Oracle EPM platform. 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.

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Stamford, CT2 days ago

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

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Stamford, CT2 days ago

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

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Uniondale, NY6 days ago

Join us at New York Life, where we empower our Sales Managers to lead with confidence and make a meaningful impact in the financial services industry. Responsibilities:Lead and inspire a dynamic sales team to achieve and exceed sales targets, fostering a culture of excellence and innovation.

New York, NY13 days ago

$190,000–$230,000 Per Year

Reporting directly to the Chief Executive Officer (CEO), the CFO will manage financial planning, budgeting, accounting operations, grant and contract fiscal management, and financial reporting to support organizational goals and compliance requirements. The Chief Financial Officer (CFO) is responsible for overseeing and directing the overall financial operations of the Client Health Center.

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Corona, NY2 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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Corona, NY2 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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Mount Vernon, NY2 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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Hempstead, NY2 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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Mount Vernon, NY2 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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New York, NY1 day ago

$46,988–$122,400

The model is a fully integrated population health and customer service solution for large plan sponsors high-touch, high-tech member advocacy service which combines data-driven processes with the expertise of highly trained clinical and concierge member services. The Plan Sponsor Liaison collaborates with the Senior Directors, Managers and Clinical/Member advocate teams to review performance, implement improvement plans, provide customer specific training and act as the subject matter expert for all aspects of the plan.

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Stamford, CT2 days ago

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

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New York, NY1 day ago

$60,000–$100,000

Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. The Financial Advisor assist clients with investable assets between $250,000 and $5,000,000 to reach their financial goals, strive to build long term relationships, and work clients over time as their needs change.

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New York, NY1 day ago

$115,000–$130,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you come from Big 4 audit with a real estate focus and want to move into a role with genuine ownership, long-term stability, and a sophisticated portfolio to work on, this is worth a serious look.

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Uniondale, NY5 days ago

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.

New York, NY30+ days ago

$105,468 Per Year

Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors. Own assigned product areas, collaborate closely with business and technology teams, and deliver reliable member-focused digital solutions.

Purchase, NY14 days ago

$100,000–$140,000

Prepare and communicate in a concise and accurate manner tax technical topics and issues as well as incorporating into documents, presentations, and communications (memos, fact sheets, etc.) for a wide range of technical and non-technical audiences . Ability to perform research on various tax accounting and tax technical issues using online tax research services and conveying results in a clear concise manner .

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Uniondale, NY1 day ago

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. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

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Tarrytown, NYToday

Remote

$65–$70 Per Hour

This is a role where you will be partnering closely with Accounting, Tax, and Treasury to deliver budgets, monthly/quarterly reporting, guidance materials, variance analysis, and ad hoc leadership analyses, with a focus on improving forecasting processes and controls. Manage and own key corporate finance deliverables, including Board presentations, annual budget, monthly finance packages, quarterly earnings, and financial guidance materials.

Melville, NY7 days ago

$60,000–$100,000 Per Year

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.

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New York, New York5 days ago

$155,000–$199,500
Full-time

The role works autonomously while collaborating across practice groups and regions, requiring an ownership mindset, proactive approach, and ability to drive initiatives forward with minimal supervision. The Business Development Manager supports the Chair of the Private Equity group in driving business development and marketing efforts for the Chair's practice.

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New York, NY1 day ago

$115,000–$130,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 100% paid benefits + Strong Base Salary | Blended Accounting & FP&A | Unique role at a global real estate institution.

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New York, New York5 days ago

$49.73–$63.74
Full-time

The Business Development Coordinator will work collaboratively with the Senior Business Development Coordinator, the broader MP-Team, and any additional staffing resources supporting the practice, including project management, administrative, business development, and external vendor support teams. Success in the role requires strong communication, responsiveness, professionalism, and a team-first mindset, including the ability to proactively escalate issues, provide timely updates, and operate effectively within a highly collaborative support structure.

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Woodbury, NY1 day ago

$85,000–$120,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.

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Brooklyn, NY1 day ago

$90,000–$95,000 Per Year

The organization is known for delivering a high-quality customer experience through fresh food offerings, prepared meals, bakery, deli, butcher, seafood, and specialty grocery departments within a fast-paced, inventory-driven retail environment. A growing multi-location retail and grocery organization is seeking an experienced Accounting Manager to support day-to-day accounting operations, financial reporting, and process improvement initiatives.

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New York, New York5 days ago

$165,000–$185,000
Full-time

Reed Smith Legal Solutions is seeking a highly experienced and strategic Manager, to join their Intelligence & Investigations team to lead complex investigative engagements and deliver actionable intelligence to clients across the legal, financial services, and corporate sectors. The successful candidate will play a central role in executing high-impact client matters, managing investigative workflows, and mentoring research personnel and subcontractors across multiple jurisdictions.

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New York, New York5 days ago

$185,000–$275,000
Full-time

Reed Smith Legal Solutions is seeking a strategic and entrepreneurial Senior Manager & Team Lead, Intelligence & Investigations, to build and lead a premier global investigative practice supporting clients across the legal, financial services, corporate, and private equity sectors. The Senior Manager will lead the development of a high-performing global investigations team, oversee sophisticated client engagements, and execute strategic business development initiatives across law firms, investment firms, and multinational corporations.

New York, NY13 days ago

$130,000–$175,000

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

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New York, NYToday

Remote

$120,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role operates as a trusted advisor, driving high-impact financial reporting, navigating complex multi-entity structures, and delivering exceptional client service that supports strategic decision-making.

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New York, NY3 days ago

$180,000–$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. Currently supported by an outsourced firm, this individual will own day-to-day financial operations, including monthly close, financial reporting, payroll oversight, revenue recognition, internal controls, audit coordination, and tax compliance.

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New York, NY1 day ago

$120,000–$150,000 Per 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.

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New York, NY1 day ago

$160,000–$215,000 Per Year

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New York, NY3 days ago

$70–$90

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. Ledger Integrity: Maintain total oversight of the general ledger and all subsidiary ledgers, including journal entries, transaction corrections, and monthly WIP reconciliations.

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Stamford, CT3 days ago

$130,000–$140,000

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. 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.

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Woodbury, NY1 day ago

$140,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.

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Elmsford, NY3 days ago

$110,000–$120,000

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. 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.

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Bronx, NY2 days ago

$98,200–$130,800

We’re one of the largest nonprofit home- and community-based health care organizations in the country, and today, more than 11,500 team members work together to make a difference in the lives of more than 99,000 patients and members on any given day. Participates in Hospice Team meetings, IDG management meetings, and serves on relevant committees for the purposes of information exchange, team collaboration, development of procedures and documentation tools, development of quality and training.

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New York, NY3 days ago

$75,000–$85,000

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.

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New York, NY3 days ago

$170,000–$200,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

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New York, NY3 days ago

$150,000–$200,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

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greenwich, CT3 days ago

$140,000–$150,000

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. 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.

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New York, NY3 days ago

$50–$80

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. You’ll play a pivotal role in building a centralized system of record for enterprise software, partnering closely with IT, Security, Finance, Legal, and other stakeholders to create a scalable and efficient SaaS environment that supports company growth.

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New York, NY3 days ago

$175,000–$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.

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New York, NY1 day ago

$100,000–$125,000 Per Year

A niche commercial insurer that partners with brokers to serve specialty business insurance needs with tailored solutions, supported by experienced management and reinsurance backing, is currently hiring a Program Manager for their Scottsdale, AZ or Manhattan, NY offices. 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.

New!

New York, NY3 days ago

$110,000–$150,000

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. This role is responsible for ensuring timely and accurate filings, managing audits and inquiries, and partnering with cross-functional stakeholders to reduce risk and identify tax savings opportunities.

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Financial Planning Jobs in Copiague, NY

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

Charitable Planning Attorney - CT or FL Jobot

Financial Regulatory Reporting Consultant Talent Shift

Financial Controller Jobot

Financial Controller Vaco LLC

Manager of FP&A Jobot

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - Greenwich, CT Fidelity Investments

Sales Manager Financial Services NYL - Nassau GO

Chief Financial Officer Engage Partners, Inc.

Financial Consultant - Wall Street, NY Fidelity Investments

Financial Consultant - Flatiron, NY Fidelity Investments

Financial Consultant - Garden City, NY Fidelity Investments

Financial Consultant - Plainview, NY Fidelity Investments

Financial Consultant - Roslyn, NY Fidelity Investments

Senior Analyst, Plan Sponsor Liaison CVS Health

Financial Consultant - Fairfield, CT Fidelity Investments

Vice President, Financial Advisor BNY

Senior Accountant (M&A / FP&A) Jobot

Financial Services Professional NYL - Nassau GO

IT Product Manager - Digital Banking United Nations Federal Credit Union

Tax Manager - Tax Accounting & Reporting Kforce Inc.

Financial Service Professional New York Life - Nassau County General Office

Senior Manager, Corporate Finance Joulé

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Business Development Manager – U.S. Corporate Reed Smith US

Real Estate Accountant - $130,000 Jobot

Business Development Coordinator Reed Smith US

Tax Manager (Hybrid) Jobot

Accounting Manager Jobot

Manager, Intelligence & Investigations Reed Smith US

Senior Manager and Team Lead, Intelligence & Investigations Reed Smith US

Senior Manager - Risk Advisory Kforce Inc.

REMOTE - Accounting Manager (Private Equity Real Estate) Jobot

Controller/Finance Lead Vaco LLC

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Controller Vaco LLC

FP&A Analyst Vaco LLC

Senior Audit Manager, CPA firm Jobot

Accounting Manager Vaco LLC

Team Manager, Hospice Home Care, Bronx VNS Health

Business Development Director Vaco LLC

Senior Tax Specialist Vaco LLC

Sr. Tax Planner Vaco LLC

Treasury Manager Vaco LLC

Manager SaaS Operations Vaco LLC

Senior Director of Accounting Vaco LLC

Program Manager Jobot

Tax Manager Vaco LLC

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