321 Results for

Financial Planning Jobs in Smithtown, NY

Jobs

New!

Stamford, CTToday

$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!

Uniondale, NYToday

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.

New!

Uniondale, NY5 days ago

Join us at New York Life, where we empower our Sales Managers to lead with confidence and make a meaningful impact in the financial services industry. Responsibilities:Lead and inspire a dynamic sales team to achieve and exceed sales targets, fostering a culture of excellence and innovation.

New!

Mount Kisco, NY1 day 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!

Stamford, CT1 day 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.

New!

Bridgeport, CT1 day ago

New!

Plainview, NY1 day 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.

New!

Farmingdale, NY1 day 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.

New!

Huntington Station, NY1 day 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.

New!

Hauppauge, NY1 day 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.

New!

Uniondale, NY4 days ago

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

New!

Norwalk, CT1 day 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.

Purchase, NY13 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 .

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.

New!

Melville, NY6 days ago

$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!

Woodbury, NYToday

$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!

Stamford, CT2 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.

New!

Woodbury, NYToday

$140,000–$160,000 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. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.

New!

greenwich, CT2 days ago

$140,000–$150,000

New!

Greenwich, CT2 days ago

$95,000–$115,000

New!

Great Neck, NY2 days ago

$150,000–$180,000

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. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).

New!

Huntington Station, NY1 day ago

This position does not set enterprise maintenance strategy but is fully accountable for executing it—driving consistency, developing maintenance leaders, stabilizing underperforming locations, and ensuring fleet availability, safety compliance, and cost discipline across a complex, high-utilization refuse and heavy-duty fleet. Overview: Interstate Waste Services is the most progressive and innovative provider of solid waste and recycling services in the greater New York, New Jersey and Connecticut markets with a rail-served landfill in Ohio.

New!

Inwood, NY1 day ago

$100,000–$110,000 Per Year

Reporting to the General Manager of the unit, the Executive Chef, Operations is responsible for daily monitoring of the preparation of the pre-designed meals for multiple customer accounts with culinary expertise through the management of all Chefs, Sous Chefs and Cooks at the unit, and promoting and providing quality food services to airline clients. Using menu specifications, maintains food ingredients, food preparation, and general supplies by selecting and purchasing menu ingredients; evaluating the quality of fresh food and food product deliveries; maintaining general supplies; establishing inventory levels, re-order points, storage requirements, and cost-controls.  .

Stamford, CT12 days ago

As a Lead Logistics Project Manager, you will provide leadership, supervision and support to ensure a special event, entertainment or other large project involving substantial specialty region products and applications, runs smoothly and efficiently to optimize customer service. You will oversee a team of Project Logistics Managers (PLM), provide fleet, service and operational expertise to execute large projects and events, including natural disasters, emergency response, and other major events requiring rapid and substantial fleet deployment.

New!

Milford, CT1 day ago

BASIC FUNCTION: Accountable for the overall store operation in a manner consistent with our company mission and achieve the highest level of profitability through proper management of facilities, inventories, budgets, employees, and transportation and safety programs while meeting company objectives and customer requirements. Insure effective operation of programs in following areas: quality control, waste control, safety, production incentives, preventative maintenance, inventory control, housekeeping, and employee staffing and training.

New!

Inwood, NY1 day ago

Regularly sitting at a desk, using fingers to operate a computer key board, reaching for telephone or books with hands or arms, and talk or hear while on the phone or communicating with others.  . Test internal control procedures at Units and interaction with headquarters and outsource companies: Accounts Payable – end to end AP process controls with Datamatics, per AP Manual .

New!

Manhasset, NY1 day ago

$67,560–$112,440 Per Year

Whether you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people’s lives. See Macys Privacy Policy at https://ebwh.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/pages/12005 and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.

New!

Stamford, CTToday

Bachelor's degree and 6+ years in a consumer and/or commercial Credit/Risk, Finance, or Analytics role; or in lieu of a bachelor's degree, 8+ years in a consumer and/or commercial Credit/Risk, Finance or Analytics role. You will be responsible for Credit Risk reporting and analysis with primary accountability for identifying and managing consumer credit risk across all components of the cardholder life-cycle through data gathering and analytics.

New!

Stamford, CTToday

The manager leads by example, influences cross-functional engineering and product teams, and establishes repeatable engineering practices that reduce operational toil, improve system availability and accelerate safe delivery. The VP, Reliability and Automation Engineering Manager leads the Reliability Engineering function responsible for keeping all applications within the Digital Servicing Engineering domain stable, observable, and operationally efficient.

New!

Uniondale, NYToday

Islip, NY30+ days ago

Must demonstrate knowledge of the principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs, and to provide the care needed as described in the department's policies and procedures. Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including: Compensation .

White Plains, NY30+ days ago

Inwood, NY30+ days ago

Cross-functional Collaboration: Serve as a financial business partner, working closely with other departments (e.g., Operations, Sales, Information Technology, Human Resources) to gather data, build consensus on financial plans, and provide financial expertise. · Process Improvement: Drive continuous improvement in financial planning processes, systems, and reporting capabilities, leveraging financial software and tools (e.g., ERP, BI, AI, Microsoft Excel) to enhance efficiency and accuracy.

Melville, NY13 days ago

$100,000–$110,000

Under the direction of the Director of FP&A, the Financial Planning & Analysis Manager will lead and mentor a team of Financial Analysts while supporting the consolidation, analysis, and interpretation of financial and operational data across the organization. This role is responsible for developing financial models, reporting, forecasting, and business insights that help drive strategic decision-making, identify opportunities, and improve overall financial performance.

Southport, CT12 days ago

Full-time
Employee

Manage and mentor an offshore Accounts Payable teamOversee weekly disbursement review and payment approvalsMonitor AP workflows, SLAs, KPIs, and compliance metricsManage expense reporting processes and delinquency follow-upMaintain and improve AP controls and segregation of dutiesReview AP aging and provide analysis on outstanding balancesSupport recurring payments, confidential vendor activity, and escalationsDevelop and maintain SOPs and AP process documentationAssist with reporting, dashboards, and process improvement initiativesPartner cross-functionally with accounting, finance, and operations teams. 2–5+ years of Accounts Payable supervisory or management experienceStrong understanding of AP processes, controls, and expense reportingExperience managing remote or outsourced teams preferredExcellent communication and organizational skillsAbility to thrive in a fast-paced, deadline-driven environmentAssociate’s degree or equivalent AP experience required.

Melville, New York26 days ago

$140,000–$160,000 Per Year

Prepares and presents executive-level budget summaries, bridge analyses, and scenario models to the Executive Leadership team as required, translating complex financial data into clear, actionable narratives. Directly facilitates and drives cross-functional budget reviews with business unit leaders, challenging assumptions, validating inputs, and ensuring completeness and accuracy of all submissions prior to executive consolidation.

New!

Rockville Centre, New York6 days ago

$65,000–$75,000 Per Year

Job Details: The Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives. Gain and apply proficiency across SDT modules: Operating Budgeting, Capital Management, Management & Productivity Reporting, Decision Support and Continuous Improvement.

Greenwich, Connecticut30+ days ago

$75,000–$95,000 Per Year

New!

Westport, CT4 days ago

$120,000–$130,000 Per Year

A fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. Support inventory forecasting through sales demand modeling, production planning, warehouse allocation analysis, and product sell-through reporting.

New!

Westport, CT4 days ago

$120,000–$130,000 Per Year
Full-time

A fast-growing consumer brand in the performance and lifestyle space is seeking a Finance Manager, Inventory Planning to support inventory strategy, demand forecasting, and supply chain finance operations. This is an exciting opportunity for a highly analytical and collaborative professional to help scale financial and operational planning processes within a dynamic, high-growth environment.

Westport, CT30+ days ago

$100,000–$120,000 Per Year

This leader partners closely with Medical Leadership (DVMs), Hospital Operations, Pricing, FP&A, Accounting, Procurement, Inventory Operations, and IT/Data teams to balance clinical service levels, working capital, and profitability in a high-volume, SKU-intensive environment with seasonal demand patterns and multiple Practice Information Management Systems (PIMS). Partner with Hospital Leaders and Operations to forecast, measure, and enforce inventory buying budgets at the hospital level by category/sub-class—monitoring, escalating, and recommending actions as trends shift.

Norwalk, CT13 days ago

Remote

Full-time

In this role, you will help guide product-level strategic business outlook by forecasting demand units, in relation to pricing, advertising, and other key metrics, creating plans that drive day-to-day execution across cross-functional teams. Leverage third-party and internal data sources to validate existing forecasts and establish a comprehensive growth strategy and forecasts for new business ventures (e.g., new marketplaces, product listings, SKUs) .

Westport, CT30+ days ago

$160,000–$200,000 Per Year

Maintain accountability for how capital is deployed through data-driven analysis, tracking, and ongoing dialogue with business partners to ensure spend aligns with intended outcomes. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work – using cutting edge technology to validate and execute on timeless and universal investment principles.

Stamford, CT9 days ago

Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand.

Hauppauge, NY30+ days ago

$150,000–$300,000

We are looking for an experienced Chief Financial Officer (CFO) to oversee all of iRocket’s financial management, focused on financial planning, forecasting, KPI reporting, cost analysis, investor presentations, and capital raising. This position requires the ability to maintain accurate P&L reporting and analysis in a design and manufacturing environment, as well as speaking to prospective investors.

New Hyde Park, New York12 days ago

$80,000–$90,000 Per Year

Prepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

New!

Hauppauge, NY1 day ago

$50,000–$100,000

In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships.

Baldwin, NY7 days ago

Remote

This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated advice platform. The ideal candidate will have 5 years of experience, exceptional communication skills, and a proven track record in client retention.

Garden City, NY30+ days ago

$130,000–$150,000 Per Year

Position Summary: Under the direction of the SVP of Finance and Controller, the Manager of Financial Reporting leads the general ledger and financial reporting functions, overseeing a team responsible for complex accounting activities and enterprise-wide financial reporting. HealthCare Partners, IPA and HealthCare Partners, MSO together comprise our health care delivery system providing enhanced quality care to our members, providers and health plan partners.

Melville, NY30+ days ago

Full-time

The role is key to delivering financial operations, billing, and eInvoicing solutions across enterprise environments, bridging clients, finance, technology, and delivery teams to ensure successful implementation. It includes supporting the Implementation project team with fact-finding, client data (GL, cost and BU codes), process flows, and detailed requirements tied to ERP systems such as Oracle, SAP, Microsoft Dynamics, Sage, and NetSuite.

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Financial Planning Jobs in Smithtown, NY

Charitable Planning Attorney - CT or FL Jobot

Financial Planner New York Life - Uniondale

Sales Manager Financial Services NYL - Nassau GO

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - Greenwich, CT Fidelity Investments

Financial Consultant - New Haven, CT Fidelity Investments

Financial Consultant - Wall Street, NY Fidelity Investments

Financial Consultant - Plainview, NY Fidelity Investments

Financial Consultant - Garden City, NY Fidelity Investments

Financial Consultant - Roslyn, NY Fidelity Investments

Financial Services Professional NYL - Nassau GO

Financial Consultant - Fairfield, CT Fidelity Investments

Tax Manager - Tax Accounting & Reporting Kforce Inc.

Financial Service Professional New York Life - Nassau County General Office

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Tax Manager (Hybrid) Jobot

FP&A Analyst Vaco LLC

Senior Audit Manager, CPA firm Jobot

Treasury Manager Vaco LLC

Accounting Manager Vaco LLC

Tax Manager Vaco LLC

Senior Manager of Fleet Maintenance Interstate Waste Services

Executive Chef gategroup

Lead Project and Logistics Manager, Specialty - ROS United Rentals

Assistant Operations Manager K44 Consulting LLC

Controller, Operations gategroup

Manager, Sales and Customer Service Macy’s

AVP, Portfolio Credit Manager Synchrony Financial

VP, Reliability and Automation Engineering Manager Synchrony Financial

Insurance Sales Representative New York Life - Uniondale

Registered Nurse (RN) - Neurosurgery - Huntington Station Advocate Aurora

Registered Nurse (RN) - Neurosurgery - Verplanck Advocate Aurora

Financial Planning and Analysis Manager Horizon Air Freight

Financial Planning & Analysis Manager Professional Physical Therapy

AP Manager Company Confidential

Senior Manager, Financial Planning & Analysis Leviton Manufacturing

Financial Planning Analyst Catholic Health

Financial Planning & Analysis (FP&A) Analyst QXO

Finance Manager, Inventory Planning Michael Page

Finance Manager, Inventory Planning Michael Page International

Manager of Inventory and Planning PetVet Care Centers

Demand Planning Manager Gorilla Commerce

Senior Finance Associate, Business Planning & Analysis Bridgewater Associates

Manager, Business Planning Charter Communication

Chief Financial Officer Innovative Rocket Technologies Inc.

Associate Financial Planner CAPTRUST

Financial Advisor- Entry Level Denis Development

Remote Senior Wealth Advisor Holistic Planning Baldwin Risk Partners

Manager, Financial Reporting HealthCare Partners, MSO

Senior Technical Business Integration Manager (Financial Operations) - Melville, NY Accommodations Plus International

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