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.
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.
Freelance Planning Analyst System OneFreelance Planning AnalystNew York, NY$30–$34 / hourPartner closely with the Merchandising team, providing quantitative insights and historical data to inform seasonal buys and assortment strategies. Your primary mission will be to manage inventory flow, optimize Open-to-Buy (OTB) strategies, and analyze product performance to support accurate forecasting and business growth.
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 Accountant JobotSenior AccountantStamford, CT$85,000–$110,000 / yearThe Senior Accountant will be responsible for a variety of accounting tasks, including preparing financial statements, managing accounts payable and receivable, and ensuring compliance with Generally Accepted Accounting Principles (GAAP). 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.
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 Counselor / Certified Application Counselor Connecticut Institute for Communities, Inc.Financial Counselor / Certified Application CounselorDanbury, CT$18–$22 / hourThe Financial Counselor / Healthcare Eligibility Specialist assists patients in obtaining healthcare coverage and financial assistance by assessing eligibility for programs such as Access Health CT, HUSKY Health (Medicaid), and CIFC Health's Sliding Fee Discount Program. In this rewarding role, you will help patients obtain healthcare coverage and financial assistance by determining eligibility for insurance and assistance programs, guiding them through the enrollment process, and empowering them to make informed decisions about their healthcare.
Controller JobotControllerRidgefield, NJ$110,000–$125,000 / yearResponsibilities include managing accounts payable, maintaining QuickBooks Enterprise, ensuring vendor compliance, overseeing 1099 reporting, coding expenses accurately, processing payroll, monitoring and mapping credit card activity, maintaining multi-state business registrations and insurance compliance, and supporting financial reporting. 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.
Senior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
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.
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.
NewAssociate Revenue & Pricing Analyst ECLAROAssociate Revenue & Pricing AnalystWhite Plains, NYPosition Overview: This role will assist in the preparation of transmission asset revenue requirements / cost-of service studies, assist in the development of rate and cost recovery mechanisms, and energy market evaluation and analysis. Support in development of four-year Operating Forecast (OF) and monthly updates by collecting and analyzing the data, updating the financial model, analyzing the results, and preparing the reports and variance analyses.
IT Finance Manager JobotIT Finance ManagerNew York, NY$120,000–$135,000 / yearThe IT Finance Manager will provide financial visibility across operating and capital expenditures, oversee the financial lifecycle of technology investments, support vendor and contract processes, and identify opportunities to improve reporting and procurement workflows. 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.
Family Medicine Physician - Sign on Bonus available One MedicalFamily Medicine Physician - Sign on Bonus availableWESTPORT, 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.
Per Diem Family Medicine Physician (Casual Employee) One MedicalPer Diem Family Medicine Physician (Casual Employee)FAIRFIELD, CTOur 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. Seeing patients with a broad array of patient needs; conducting a mix of acute, chronic, and well visits (not a panel-building role).
Per Diem Primary Care Physician (Casual Employee) One MedicalPer Diem Primary Care Physician (Casual Employee)FAIRFIELD, CTOur 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. Seeing patients with a broad array of patient needs; conducting a mix of acute, chronic, and well visits (not a panel-building role).