4,059 Results for

Financial Planning Jobs in Roosevelt, NY

Jobs

Director of Financial & Planning Analysis Vaco LLC

New York, NY

$60–$68 / hour

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. The ideal candidate is an analytical, solutions-oriented finance professional who thrives in a fast-paced environment, excels at translating complex financial data into actionable insights, and fosters a collaborative partnership culture across the organization.

13 days ago

Estate Planning Attorney Jobot

Queens, NY

$100,000–$200,000 / year
Quick Apply

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 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.

5 days ago

Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
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Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

9 days ago

CFO Jobot

Oyster Bay, NY

$275,000–$330,000 / year
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The ideal candidate brings a combination of construction, real estate, development, and property management expertise, coupled with the executive presence to guide financial strategy, optimize portfolio performance, and support acquisition and development activities. This executive will serve as a strategic partner to ownership and senior leadership, overseeing all aspects of financial management, capital planning, real estate accounting, development finance, and long-term growth initiatives.

7 days ago

Senior Financial Analysis Lead Vaco LLC

New York, NY

$65–$75 / hour

2 days ago

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

New York, NY

$140,000–$200,000 / year

This role drives large-case production through advanced sales strategies, estate planning, and premium finance solutions by delivering targeted agent engagement, hands-on client-facing support, and comprehensive training for agents and field leadership. In this role, you will support and enable our agents by delivering expertise, training, and premium finance solutions that drive growth, production, and long-term success across the enterprise.

30+ days ago

Elder Care & Estate Planning Attorney Gables Search Group

Melville, NY

$135,000–$150,000 / year

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives.

6 days ago

Estate Planning Attorney Gables Search Group

Garden City, NY

$125,000–$150,000 / year

6 days ago

Senior Financial Reporting and Analytics Analyst Vaco LLC

New York, NY

$125,000–$150,000 / year

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 publicly traded technology-forward financial services firm, is are seeking a Senior Financial Reporting & Analytics Analyst to support financial reporting, accounting, and data analysis initiatives across a growing finance organization.

13 days ago

VP of Financial Budgeting & Analysis CFS

New York, NY

This is a highly visible leadership opportunity to partner directly with executive leadership, drive budgeting strategy, and help shape the financial future of a mission-driven organization. Ready to lead financial planning and analysis for one of New York City's most impactful nonprofit organizations?

9 days ago

Associate Financial Planner New York Life - Uniondale

Uniondale, NY

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. Qualifications: Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

6 days ago

Chief Financial Officer CFS

Brooklyn, NY

$500,000–$550,000 / year

This executive leadership opportunity offers direct collaboration with the CEO and Board while shaping the future of reimbursement, revenue performance, and long-term sustainability. Why This Opportunity Stands Out: • Serve as a key strategic partner to the CEO, executive leadership team, and Board of Trustees.

8 days ago

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

New York, NY

$200,000–$260,000 / year
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Join 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.

9 days ago

Junior Financial Analyst CFS

Dobbs Ferry, NY

$25–$29 / hour

The Junior Financial Analyst is an integral member of the Finance & Accounting team, supporting the organization's financial operations through accounting, payroll, accounts receivable analysis, and financial reporting activities. The ideal candidate is detail-oriented, analytical, and eager to grow their expertise in financial management, accounting processes, and data-driven decision-making.

5 days ago

Project Manager – Wealth Management Billing & Revenue Management Jobot

New York, NY

$100–$150 / hour
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You'll work closely with senior leaders across Billing, Wealth Management, Innovation, Technology, Finance, and other key functions, providing broad exposure to a significant organizational transformation and the opportunity to influence decisions at the leadership level. This is an ideal engagement for a consultant who enjoys solving complex business problems, getting into the details, developing practical solutions, influencing stakeholders, and then staying close to the work to ensure those solutions are successfully implemented.

7 days ago

Associate, Transaction Advisory Services Jobot

New York, NY

$120,000–$150,000 / year
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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.

9 days ago

Controller Jobot

New York, NY

$130,000–$160,000 / year
Quick Apply

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. Strong understanding of full-cycle accounting and financial reporting with previous experience overseeing cash management, month-end close, and general ledger function as well as external audit coordination and financial controls.

1 day ago

Vice President, Transaction Advisory Services Jobot

New York, NY

$160,000–$215,000 / year
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7 days ago

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

New York, NY

$120,000–$140,000 / year
Quick Apply

You'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.

9 days ago

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Melville, NY

$60,000–$100,000 / year
Quick Apply

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.

6 days ago

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Financial Planning Jobs in Roosevelt, NY

Director of Financial & Planning Analysis Vaco LLC

Estate Planning Attorney Jobot

Senior Financial Advisor / Private Wealth Advisor Jobot

CFO Jobot

Senior Financial Analysis Lead Vaco LLC

Corporate Vice President, Advanced Planning Consultant New York Life Insurance Company

Elder Care & Estate Planning Attorney Gables Search Group

Estate Planning Attorney Gables Search Group

Senior Financial Reporting and Analytics Analyst Vaco LLC

VP of Financial Budgeting & Analysis CFS

Associate Financial Planner New York Life - Uniondale

Chief Financial Officer CFS

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Junior Financial Analyst CFS

Project Manager – Wealth Management Billing & Revenue Management Jobot

Associate, Transaction Advisory Services Jobot

Controller Jobot

Vice President, Transaction Advisory Services Jobot

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

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