1,134 Results for

Financial Planning Jobs in Queens, 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.

New!

New York, NY6 days ago

$270,000–$310,000

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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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, NY8 days ago

$95,000–$110,000

Advanced user of Microsoft Office Software applications, particularly Excel (Power Query is a plus), and ability to learn and reconcile to other accounting and financial reporting systems (e.g., Power BI, Business Central, SAP BPC, OneStream). Responsibilities: Senior Financial Analyst will build and update financial models for reporting, budgeting, and forecasting purposes includes detailed revenue models as well as fully integrated income statement, balance sheet and cash flow models.

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Elmsford, NY2 days 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.

New!

New York, NY5 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.

Uniondale, NY11 days ago

In this role, you'll build long-term relationships founded on trust and integrity, offer customized financial solutions, and advance your career with the backing of a Fortune 100 company. You'll discover a clear path from producer to leader, supported by opportunities for coaching, development, and team leadership through our Accelerated Path into Management.

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Jersey city, NJ5 days ago

$26–$26

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.

Uniondale, NY12 days ago

Join the Accelerated Management Leadership Program at NYL - Nassau GO, where your leadership journey takes center stage. Stay informed about industry trends and competitor activities, positioning the company as a leader in the financial services sector.

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Uniondale, NY1 day ago

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

Long Island City, NY12 days ago

$70,815–$82,663 Per Year
Full-time
Employee

The Financial Aid Specialist will, in addition to the CUNY Title Overview, perform the following: Perform functions required for the compliance and administration of the New York State Opportunity Promise (NYSOP)Grant for approved degree programs including tracking students. Under the directions from the Financial Aid Manager, the Financial Aid Specialist will be responsible for determining students’ eligibility for the New York State Opportunity Program (NYSOP) grant, and the New York State Tuition Assistance (TAP) Workforce Program grants.

New!

Uniondale, NYToday

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.

Long Island City, NY12 days ago

$50,500–$72,236 Per Year
Full-time
Employee

Coordinates meetings for the Senior Director and staff as needed; Assists in monitoring budgets and expenditures; Prepare purchase requisitions; Formats and prepares statistical reports and related charts and graphs; Drafts routine correspondence; Prepares and coordinates the distribution of staff training materials; Keep up with changes in college business processes/software; May take dictation and/or transcribes notes, if necessary; Assist with special projects and related job-related duties as assigned. Typical duties are outlined below: Follows up with staff and administrators throughout the College, University, and the community to resolve problems; Coordinates the work of others for program activities and events, including registration, room arrangements, travel, fee collection, purchases, etc.

Ossining, NY9 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.

Stamford, CT9 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.

New!

Newark, NJ2 days ago

$60,000–$90,000 Per Year

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.

Purchase, NY11 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 .

Bronx, NY9 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.

Far Rockaway, NY9 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.

Stamford, CT9 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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Woodbury, NY2 days 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.

New York, NY7 days ago

$72–$75 Per Hour

This role sits at the intersection of trading, clearing, risk, and operations, and requires strong Python expertise, experience with financial systems, and a practical understanding of regulatory and compliance-driven environments. Work in a small, fast-moving team, owning end-to-end development of internal tools while collaborating closely with trading, risk, operations, and infrastructure teams.

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Hazlet, NJ2 days ago

$110,000–$150,000 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Hackensack, NJ11 days ago

$140,000–$180,000

New!

Brooklyn, NY2 days 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.

Teaneck, NJ26 days ago

Temporary
Contractor
Full-time

The Manager plays a key role in supporting the administration, maintenance, and optimization of key finance systems including SAP, OneStream, Workiva, and Essbase. This role plays a critical part in ensuring systems readiness for the financial close, managing user access and master data, and enabling timely and accurate financial reporting.

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New York, NY2 days ago

Remote

$140,000–$175,000 Per Year

Responsibilities: The Senior Assurance and Accounting Manager is responsible for providing timely, high quality client service that meets or exceeds client expectations including the auditing of all required financial statements, related disclosures and other client deliverables. 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, NY2 days 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. Small, tight-knit team, great culture, incredible office location in Midtown, and the kind of stability you just don't find at most companies.

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Pine Brook, NJToday

$115,000–$140,000 Per Year

Job Details: We are seeking an experienced Account Manager from another CPA firm specializing in clients in the Entertainment industry./The ideal candidate will have a background as a music business manager, working with high net worth clients, has a robust understanding of financial reporting, budgeting, and ability to service clients at a high caliber. 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, NY2 days ago

$95,000–$160,000 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.

New!

New York, NY2 days ago

$145,000–$190,000 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. Reporting to the EVP of Finance and Accounting, this role ensures the integrity of financial reporting, supports the development of scalable accounting processes, and maintains compliance across both corporate and franchise operations.

New!

Melville, NYToday

$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.

New!

Holmdel, NJ1 day ago

$140,000–$210,000 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. They assist businesses and individuals in navigating complex financial landscapes by providing comprehensive auditing, accounting, and tax planning services.

New!

New York, NY2 days ago

$90,000–$125,000 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. The Pricing Analyst will support the company’s pricing strategy by analyzing data, building pricing models, and partnering with cross-functional teams to drive revenue and margin performance.

New York, NY7 days ago

$130,000–$175,000

New!

New York, NY5 days ago

$160,000–$190,000

New!

New York, NY2 days ago

Remote

$90,000–$110,000 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. Through a solid, structured approach, we advance the financial strength and tax position of businesses and individuals in our region as they build and strengthen the community that surrounds us.

Fair Lawn, NJ11 days ago

$150,000–$170,000

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This $100 mm revenue business is a hypergrowth company that will benefit from organic growth driven by a major tech cycle, but there is also a massive opportunity for the company to grow through acquisition.

New!

New York, NY5 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.

New!

New York, NY1 day ago

$137,700–$186,300

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. Kforce's client, a leading national CPA firm is seeking an Audit Manager for their growing Financial Services in New York City.

New!

Stamford, CT5 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.

Rutherford, NJ8 days ago

$115,000–$145,000

The Audit Manager will learn a complex and growing business and this position could serve as a transition into leadership positions within Corporate finance or business operational roles. This role offers the opportunity to learn the business, build relationships with senior management by advising on complex operational matters and to serve as a catalyst for this person's upward career progression within finance at this company.

New!

Pearl River, NY2 days ago

$180,000–$220,000 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 an auto group with 10+ dealerships across the New York market and over 1000 employees, we have been providing top service and top brands to our customer base for the last 20 years.

New!

New York, NY2 days 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!

Elmsford, NY5 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.

New!

Hoboken, NJ5 days ago

$150,000–$165,000

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. 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.

New York, NY7 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Great Neck, NY15 days ago

$105,000–$250,000 Per Year

New!

New York, NY5 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.

New!

Queens, NY1 day ago

$82,000–$92,000 Per Year
Full-time
Employee

Supports operational activities for various business units across the organization and provides application support for a wide range of banking systems, while maintaining the Credit Union’s commitment to delivering high-quality member service. • 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.

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Financial Planning Jobs in Queens, NY

Jobs

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

CFO - Law FirmKforce Inc.

Charitable Planning Attorney - CT or FLJobot

Senior Financial AnalystKforce Inc.

Manager of FP&AJobot

Financial ControllerVaco LLC

Financial Services ProfessionalNYL - Nassau GO

Entry Level Financial ServicesVaco LLC

Sales Manager Financial ServicesNYL - Nassau GO

Financial AdvisorNew York Life - Uniondale

Financial Aid SpecialistLaGuardia Community College

Financial Service ProfessionalNew York Life - The Rabasco Team

Administrative Coordinator - Student Financial Aid ServicesLaGuardia Community College

Financial Consultant - Greenwich, CTFidelity Investments

Financial Consultant - Stamford, CTFidelity Investments

Entry-Level Financial SpecialistNew York Life-NJ General Office

Tax Manager - Tax Accounting & ReportingKforce Inc.

Financial Consultant - Garden City, NYFidelity Investments

Financial Consultant - Plainview, NYFidelity Investments

Financial Consultant - Fairfield, CTFidelity Investments

Tax Manager (Hybrid)Jobot

Software Developer - Financial SystemsECLARO

Audit Manager (Non-Profit)Jobot

FP&A Manager - Tech UnicornKforce Inc.

Accounting ManagerJobot

Financial Systems ManagerFoster McKay

Senior Assurance ManagerJobot

Senior FP&A Accountant - Real EstateJobot

Business Account Manager/Accountant-Entertainment CPA FirmJobot

Associate, Transaction Advisory ServicesJobot

Director of AccountingJobot

Entry-Level Financial Service ProfessionalNYL Nassau-Suffolk Region

Tax Principal (Hybrid)Jobot

Senior Pricing Analyst (Logistics /Freight Forwarding)Jobot

Senior Manager - Risk AdvisoryKforce Inc.

Director FP&A - HospitalityKforce Inc.

Tax SeniorJobot

Controller - Tech SectorKforce Inc.

Controller/Finance LeadVaco LLC

Audit ManagerKforce Inc.

FP&A AnalystVaco LLC

Internal Audit ManagerKforce Inc.

Director of FinanceJobot

Program ManagerJobot

Accounting ManagerVaco LLC

Director of FinanceVaco LLC

Wealth Advisor - Union Square / East Village, NYCitizens

Wealth Advisor - Manhasset/Great Neck, NYCitizens

Business Development DirectorVaco LLC

IT Analyst I -SupportUnited Nations Federal Credit Union

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