4,306 Results for

Financial Planning Jobs in Trinity, NY

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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.

9 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.

1 day ago

Financial Planner Jobot

Madison, NJ

$150,000–$180,000 / 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. Comfort working independently, navigating evolving priorities, and balancing technical rigor with a thoughtful client experience.

5 days ago

Senior Financial Advisor / Private Wealth Advisor Jobot

New York, NY

$250,000–$750,000 / year
Quick Apply

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.

5 days ago

CFO Jobot

Oyster Bay, NY

$275,000–$330,000 / year
Quick Apply

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.

3 days ago

Manager, Talent & Workforce Analytics, Global Strategic Workforce Planning Daiichi Sankyo, Inc.

Basking Ridge, NJ

$136,080–$204,120 / year

Be the technical engine of this capability and its trusted data partner: build, automate and own the data analytics solutions that power our workforce strategy, and lead the sourcing, validation and modelling of the data those solutions depend on, working directly with stakeholders across our globalizing network. Workforce Planning, Analytics & Insights Build, maintain and enhance the workforce analytics models supporting strategic workforce planning and delivery model design, delivering against the scope, methodology and design direction defined by the Snr Director / Director.

1 day ago

Financial Controller - Top New Jersey Construction Company! Jobot

Totowa, NJ

$160,000–$190,000 / 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. Ability to prepare monthly financial statements, key metric reports, budgets, forecasts, cash flow projections and analyses.

3 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

Financial Analyst I Daiichi Sankyo

Basking Ridge, NJ

$22–$30.22 / hour
Contractor

Planning and Forecasting – Facilitate the understanding of operational and financial requirements of department of the company, development of templates and coordination of the process for the Company’s Annual Strategic and Operating Plans, and support to budget managers through the capital planning process, as well as contribution in completion of the final reporting package to the parent company in Japan. This role requires strong analytical skills, Candidate should possess understanding of the causes of variances and provide management with impacts to expenses trends that are not accounted for in forecasting/latest estimates models.

29 days ago

Senior Analyst, Plan to Forecast Daiichi Sankyo, Inc.

Basking Ridge, NJ

$92,160–$138,240 / year
Full time

Analyze and constantly monitor cost structures, cost types and cost centers; gather data and measures for accurate budgeting and cost management including charges; ensure adherence to budgetary, forecasting and transfer pricing guidelines etc. Stay current with the new developments in the marketplace, new technology capabilities (i.e. predictive forecasting, etc.), and personnel expense/benefit parameters in order to provide strategic direction to the P2F team and meaningful support to the region.

22 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.

9 days ago

Associate Financial Planner New York Life - Uniondale

Uniondale, NY

Quick Apply

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.

5 days ago

Director Financial Disbursements and Process Optimization Daiichi Sankyo, Inc.

Basking Ridge, NJ

$184,240–$276,360 / year
Full time

Global Collaboration / Relationship Management Be accountable for the cross-functional service line collaboration with GloBuS, the US business functions, local Finance and business staff, Global functions, and other stakeholders often at high levels; be responsible for functional coordination of business scope or projects; constructively share information and expertise within GloBuS teams and with other stakeholders; liaise with regional and global GloBuS senior management. This role is primarily responsible to build, stabilize, lead and develop the complete GloBuS USSC service line scope to ensure the performance & delivery of all services related to the end-to-end P2P process in a high quality and in an exhaustive, efficient, timely and fully compliant manner.

22 days ago

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

New York, NY

$200,000–$260,000 / year
Quick Apply

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.

5 days ago

Financial Advisor - Paramus NJ Northwestern Mutual

Paramus, NJ

The Training & Development Program includes a 3-week training course at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Award-Winning Curriculum, Learning from Industry Experts, Client Acquisition Skills, Support from Experienced Advisors and Benefits of Joining Northwestern Mutual.

1 day ago

Assistant Controller (Law Firm experience) Jobot

Freehold, NJ

$100,000–$150,000 / 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. 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.

1 day ago

Associate, Transaction Advisory Services Jobot

New York, NY

$120,000–$150,000 / year
Quick Apply

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.

5 days ago

Project Manager – Wealth Management Billing & Revenue Management Jobot

New York, NY

$100–$150 / hour
Quick Apply

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.

3 days ago

Vice President, Transaction Advisory Services Jobot

New York, NY

$160,000–$215,000 / year
Quick Apply

3 days ago

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Financial Planning Jobs in Trinity, NY

Director of Financial & Planning Analysis Vaco LLC

Estate Planning Attorney Jobot

Financial Planner Jobot

Senior Financial Advisor / Private Wealth Advisor Jobot

CFO Jobot

Manager, Talent & Workforce Analytics, Global Strategic Workforce Planning Daiichi Sankyo, Inc.

Financial Controller - Top New Jersey Construction Company! Jobot

Senior Financial Analysis Lead Vaco LLC

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

Financial Analyst I Daiichi Sankyo

Senior Analyst, Plan to Forecast Daiichi Sankyo, Inc.

Senior Financial Reporting and Analytics Analyst Vaco LLC

Associate Financial Planner New York Life - Uniondale

Director Financial Disbursements and Process Optimization Daiichi Sankyo, Inc.

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

Financial Advisor - Paramus NJ Northwestern Mutual

Assistant Controller (Law Firm experience) Jobot

Associate, Transaction Advisory Services Jobot

Project Manager – Wealth Management Billing & Revenue Management Jobot

Vice President, Transaction Advisory Services Jobot

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