NewFinancial Planning Consultant Simplicity Group HoldingsFinancial Planning ConsultantSummit, NJ$65,000–$80,000 / yearSimplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
NewEstate Planning Attorney JobotEstate Planning AttorneyNew York, NY$160,000–$180,000 / yearInformation 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. Our Private Wealth Services practice serves real estate investors, business owners, and entrepreneurs with complex financial lives, which means estate.
Director, Business Planning MicrosoftDirector, Business PlanningNew York, NY$130,900–$251,900 / yearBachelors Degree in Engineering/Computer Science, Economics, Business, or related field AND 12+ years product management, strategy consulting, finance, business/corporate development, or related experience OR Masters Degree in Business Administration (MBA), or related field AND 8+ years product management, strategy consulting, finance, business/corporate development, or related experience. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $165,600 - $272,300 per year.
NewSenior Associate - Strategic Finance JobotSenior Associate - Strategic FinanceDarien, CT$110,000–$140,000 / yearInformation 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. Our platform spans private equity, credit, real estate, and infrastructure, with a deep specialization in the U.S. middle market — a segment that powers nearly 50 million American jobs but remains underrepresented in most investment portfolios.
NewFinancial Consultant Partner - Manhasset, NY Charles SchwabFinancial Consultant Partner - Manhasset, NYManhasset, NYYou’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewEstate Planning Attorney Levine Haddad & Gregory, LLCEstate Planning AttorneySpringfield, NJ$80,000–$150,000 / yearResponsibilities Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies. Manage complex estates, including those involving business interests, charitable giving and multi-generational planning.
NewFinancial Advisor | Path to Partnership Voya Financial - ElmsfordFinancial Advisor | Path to PartnershipStamford, CT$70,000–$85,000 / yearOur mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals. This position begins with financing, and a salary that lasts for one to three years, alongside commissions, and a clear pathway to building and acquiring your own book of business.
NewParalegal - Estate Planning Everforth, CybercodersParalegal - Estate PlanningUniondale, NY$75,000–$90,000 / yearOffer: Salary range: $75,000-$90,000+, contingent on experience Comprehensive benefits package Opportunity to join a top-ranked New York regional law firm Collegial and professional office environment Direct client contact and meaningful responsibility in estate and trust matters Qualifications: 3+ years of estate administration paralegal experience Experience administering estates and trusts from inception through completion Proficiency preparing and filing probate, administration, and accounting petitions Experience preparing and filing estate and gift tax returns Ability to prepare informal accountings, receipts, and release agreements Strong organizational skills and attention to detail Ability to work independently while managing deadlines and competing priorities Strong analytical, problem-solving, and client communication skills Responsibilities: Administer estates and trusts from inception through completion Prepare and file probate, administration, and accounting petitions with the appropriate courts Prepare and file estate and gift tax returns Draft informal accountings, receipts, and release agreements Communicate effectively with clients, attorneys, courts, and financial institutions Organize estate and trust documentation and maintain accurate case files Monitor deadlines and ensure timely completion of required filings Support attorneys with all phases of estate and trust administration matters - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This professional will have experience with estate administration, trust administration, probate petitions, administration petitions, accounting petitions, estate and gift tax returns, informal accountings, and receipts and release agreements , while supporting clients through all stages of estate and trust administration.
NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)Florham Park, NJ$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewAssociate Financial Advisor New York Life - UniondaleAssociate Financial AdvisorUniondale, NYResponsibilities: Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
NewFinancial Expert (Tax) IntuitFinancial Expert (Tax)Scarsdale, NY$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial/Wealth Management Advisor Northwestern MutualFinancial/Wealth Management AdvisorStamford, CT$82,000–$250,000 / yearAs a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis .
NewFinancial Sales Consultant Northwestern MutualFinancial Sales ConsultantStamford, CT$100,000–$175,000 / yearAs a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals.
NewFinancial Advisor Assistant Financial Services FirmFinancial Advisor AssistantLynbrook, NYIndustry Experience: Minimum 2+ years of direct administrative experience within a financial advisory, wealth management, or financial planning firm ( Required ). Primary Client Liaison: Handle incoming service calls with professionalism, empathy, and clarity regarding financial planning, investment accounts, and insurance products.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesNew York, NY$120,000–$150,000 / yearEstablished 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.
NewFinancial Consultant (Connecticut) WealthBridge Financial GroupFinancial Consultant (Connecticut)Riverside, CTJob Description About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.
NewTax Manager – Financial Services (cpa firm) - Hybrid CPA firmTax Manager – Financial Services (cpa firm) - HybridNew York, NY$125,000–$195,000 / yearThis individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise. The Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals.
NewFinancial Advisor (Insurance & Wealth Management) Northwestern MutualFinancial Advisor (Insurance & Wealth Management)Stamford, CTAs a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. With $378 billion in assets, $38 billion in revenue, and more than $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 5.1 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.
NewReal Estate Accountant - $130,000 JobotReal Estate Accountant - $130,000New York, NY$110,000–$120,000 / yearInformation 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 + 20% Bonus | Blended Accounting & FP&A | Unique role at a global real estate institution — small team, real ownership .