Estate Planning Attorney JobotEstate Planning AttorneyQueens, NY$100,000–$200,000 / 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. 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.
Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming 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.
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.
Senior 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.
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.
Senior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin 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.
NewFinancial Services Advisor NYL - Nassau GOFinancial Services AdvisorUniondale, NYAt New York Life, we offer you the chance to grow your career with a Fortune 100 company that champions innovation and a strong community culture. You'll be part of a dynamic team that prioritizes long-term client success and values collaboration and continuous development.
NewTax Manager – Financial Services (cpa firm) - Hybrid CPA firmTax Manager – Financial Services (cpa firm) - HybridNew York, NY$125,000–$175,000 / yearFull timeThis 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.
NewEntry-Level Financial Specialist New York Life-NJ General OfficeEntry-Level Financial SpecialistNewark, NJ$60,000–$90,000 / yearAct as a reliable advisor for newly acquired clients, utilizing proactive measures to identify and establish prospects. Our company, with its rich 180+ year history and a reputation for excellence, offers a supportive environment where you can grow your career while making a real difference in people's lives.
NewDirector of Finance and Data Analytics Vaco LLCDirector of Finance and Data AnalyticsNew York, NY$120,000–$150,000 / yearDetermining 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. A mission-driven nonprofit organization in NYC is seeking a Director of Finance & Data Analytics to work closely with the CFO and lead financial planning, analysis, reporting, data analytics, and revenue management.
NewDirector of Finance & Analytics Vaco LLCDirector of Finance & AnalyticsNew York, NY$120,000–$150,000 / yearDetermining 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. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
Sales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYWe empower you to inspire your team and foster growth, building on New York Life's rich 175-year legacy of helping individuals achieve financial security. As a Sales Manager in Financial Services with NYL - Nassau GO, you'll step into a role where your leadership shapes futures.
Tax Director Kforce Inc.Tax DirectorNew York, NY$275,000–$325,000Responsibilities: Partner with Investments, Legal and Finance on transactions, fund formations, restructurings, and strategic initiatives while overseeing tax governance, risk management, and advisor performance. Apply an exception-based review approach focused on material transactions, special allocations, significant tax positions, and other identified risks rather than detailed review of each return.
Family Medicine Physician - Sign on Bonus available One MedicalFamily Medicine Physician - Sign on Bonus availableNEW CANAAN, CT$273,500–$327,000 / yearOur 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. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Primary Care Physician One MedicalPrimary Care PhysicianNEW CANAAN, CT$273,500–$290,700 / yearOur 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. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
Virtual Primary Care Physician - NY, DC or CA Licensed One MedicalVirtual Primary Care Physician - NY, DC or CA LicensedNEW YORK, NYRemote$262,000–$278,500 / yearOur 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. The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients.
NewVirtual Seasonal Physician Assistant - NY Licensed One MedicalVirtual Seasonal Physician Assistant - NY LicensedNEW YORK, NYIn 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+). The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.
Freelance Merch Planner System OneFreelance Merch PlannerNew York, NY$30–$34 / hourAdvanced proficiency in Microsoft Excel and Google Sheets, including complex formulas, managing large datasets, and building dynamic financial models. • Build, maintain, and optimize financial models, Open-to-Buy (OTB) processes, and inventory forecasts to support growth initiatives and mitigate risk.
NewSenior Trust Officer Midland States BankSenior Trust OfficerTarrytown, NY$106,250–$177,050 / yearThe Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
NewCultivation Lead TerrAscendCultivation LeadBOONTON, NJSi E-Verify no puede confirmar que usted esta autorizado para trabajar, este empleador esta requerido a darle instrucciones por escrito y una oportunidad de contactar al Departamento de Seguridad Nacional (DHS) o a la Administracion del Seguro Social (SSA) para que pueda empezar a resolver el problema antes de que el empleador pueda tomar cualquier accion en su contra, incluyendo la terminacion de su empleo. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.