4,482 Results for

Financial Planning Jobs in New York

Jobs

Lead Business Analyst Mastercard Inc

Purchase, NY

$140,000–$238,000 / year

All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and. This role partners closely with FP&A, Tax, Human Resources, Technology, and other business functions to deliver scalable solutions for financial planning, forecasting, profitability analysis, allocations, and management reporting.

30+ days ago

Wealth Advisor OneDigital Health and Benefits, Inc.

New York, NY

$120,000–$140,000 / year

OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Prospect Development and Business Growth: Develop leads through various channels including: utilizing OneDigital's Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals.

4 days ago

Wealth Management Intern Cerity Partners Management

Saratoga Springs, New York

Cerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

30+ days ago

Relationship Manager Manning & Napier

Buffalo, New York

Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria. Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads.

30+ days ago

Sr. Finance Manager NYC Steven Madden Ltd

New York, NY

$160,000–$170,000 / year

The position is responsible for core daily, monthly, and quarterly financial activities, with the majority of time focused on analytical insight, business partnership, and ad hoc projects that influence strategic decision-making. Acting as a key link between finance and the business, the role ensures profitability, operational efficiency, and a smooth order-to-cash cycle across wholesale accounts.

30+ days ago

Senior Manager, Revenue Planning and Insights Comcast Corp

New York, NY

$139,722.38–$209,583.56 / year

Own the day-to-day management of the Revenue Planning and Insights team, including: Lead, develop, and coach a high-performing Revenue Planning and Insights team, ensuring strong prioritization, accountability, and quality of work. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life.

30+ days ago

Senior Director - Accounting & Finance Fung Group

New York, NY

$150,000–$185,000 / year

Duties and Responsibilities: As business partner, closely work with business team senior leadership to develop strategies, optimize costs and mitigate risks, and provide insights that support decision-making and drive business improvement. Serving as primary finance liaison to the Hong Kong headquarters, ensure timely and accurate management reporting, seamless communication and alignment with global financial strategy and policies.

30+ days ago

Senior Director - Finance & Accounting Fung Group

New York, NY

$150,000–$185,000 / year

30+ days ago

Financial Analyst SPX Corporation

Brentwood, NY

You will provide analytical and strategic support to senior management and act as the analytical engine of the company to provide insights and support 'optimal' business decision-making through forecasting, creating financial budgets, and models, and conducting performance-based analyses. Our portfolio includes baseboard, wall, unit, and infrared heaters, along with ceiling fans and air circulators - designed to deliver comfort, reliability, and performance.

30+ days ago

Wealth Advisor OneDigital

New York, New York

OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. · Develop leads through various channels including: utilizing OneDigital’s Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals.

5 days ago

Junior Investment Advisor Associate StaffBuffalo

Buffalo, NY

$70,000–$80,000 / year
Quick Apply

Offering $70,000 - $80,000 per year, this in-person opportunity is ideal for someone eager to build a long-term career in financial planning and advisory services while delivering thoughtful, detail-oriented client support. The ideal candidate for the Junior Investment Advisor Associate role is organized, proactive, and relationship-oriented, with strong communication skills, emotional intelligence, and a genuine interest in wealth management.

27 days ago

Senior Associate, Experience Planning Mediabrands Worldwide Inc

New York, NY

$40,000–$75,000 / year

Humanizes targets through empathic audience analysis, leveraging a variety of tools and resources to paint a robust, actionable picture of priority audiences from data. Experience successfully managing individual deliverables, previous involvement in developing and managing media programs and responding to the flow of client media-related needs.

30+ days ago

Business Planning & Support Analyst First Citizens BancShares Inc

New York, NY

$118,000–$146,000 / year

Works directly with leadership, team leaders, internal business partners and stakeholders to project manage, implement business processes and initiatives along with resource and financial management that will enable the business unit to increase and enhance production, while satisfying financial, regulatory, and compliance reporting requirements. Qualifications: Minimum Required Education and Experience: Bachelor''s Degree and 4 years'' experience OR High School Diploma or GED/Equivalent and 8 years'' experience in Project Planning, and Financial Services industry.

30+ days ago

Senior Estate Planning & Tax Attorney Orion Placement

New York, New York

$150,000–$250,000 / year

Our practice focuses on sophisticated estate planning, estate tax planning, elder law, Medicaid planning, probate, and estate administration. Must have an active bar license in any U.S. state and 3+ years of directly relevant experience in estate planning and taxable estates.

30+ days ago

Estate Planning & Tax Attorney Orion Placement

New York, New York

Our practice focuses on estate planning, advanced tax planning, elder law, Medicaid planning, probate, estate administration, and related matters. Join a respected estate planning practice focused on helping clients protect wealth, plan for the future, and navigate complex life transitions.

30+ days ago

CAAS - Chief Financial Officer (Nonprofit Industry) CliftonLarsonAllen

New York City, New York

CLA is looking to hire a Chief Financial Officer with Nonprofit industry experience for our growing CAAS group in New York. This role offers a hybrid and flexible working environment, which means you may be required to work at client locations or in the office depending on project needs.

30+ days ago

Financial Advisor - Syracuse, NY Corebridge Financial

Syracuse, New York

$60,000–$70,000 / year

Candidates 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. This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Technology Financial Operations (FinOps) Analyst Broadridge

Edgewood, New York

Support the development and ongoing refinement of the GCIS consumption model across private cloud, software, labor, telecom, and mainframe services to improve cost transparency, enable accurate cost allocation, and inform consumption and investment decisions across Broadridge businesses. Analyze FinOps business cases across headcount, consulting, private and public cloud, and software investments to optimize ROI and business outcomes for each Broadridge business, tracking required approvals through the established prioritization workflow.

12 days ago

Technology Financial Operations (Finops) Analyst Broadridge

New York, NY

$110,000–$130,000 / year

11 days ago

Business Development Manager - Corporate and Financial Institutions NY Covington & Burling LLP

New York, NY

$199,600–$249,600 / year

Training Shared responsibility with the Assistant Director and other colleagues for the training and development of Business Development Specialists including but not limited to • Pitch and proposal drafting • Event planning and management • Client Alerts - drafting proofing and distribution • Content management - drafting and updating practice group content • Client development activity tracking Provision of training to practice groups and individual lawyers on specific topics e.g. This candidate reports to the firms Assistant Director for Business Development for Corporate and will work directly with practice group and industry group leaders and with the broader Market ing and Business Development BD team to ensure effective client development marketing and external communications programs with the ultimate goal of growing revenues and building the firms profile.

30+ days ago

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Financial Planning Jobs in New York

Lead Business Analyst Mastercard Inc

Wealth Advisor OneDigital Health and Benefits, Inc.

Wealth Management Intern Cerity Partners Management

Relationship Manager Manning & Napier

Sr. Finance Manager NYC Steven Madden Ltd

Senior Manager, Revenue Planning and Insights Comcast Corp

Senior Director - Accounting & Finance Fung Group

Senior Director - Finance & Accounting Fung Group

Financial Analyst SPX Corporation

Wealth Advisor OneDigital

Junior Investment Advisor Associate StaffBuffalo

Senior Associate, Experience Planning Mediabrands Worldwide Inc

Business Planning & Support Analyst First Citizens BancShares Inc

Senior Estate Planning & Tax Attorney Orion Placement

Estate Planning & Tax Attorney Orion Placement

CAAS - Chief Financial Officer (Nonprofit Industry) CliftonLarsonAllen

Financial Advisor - Syracuse, NY Corebridge Financial

Technology Financial Operations (FinOps) Analyst Broadridge

Technology Financial Operations (Finops) Analyst Broadridge

Business Development Manager - Corporate and Financial Institutions NY Covington & Burling LLP

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