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Financial Planning Jobs in Uniondale, NY

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Wealth Planning Associate, Client Success (HYBRID OR REMOTE) Equitable Financial Life Insurance Company

Remote

421252'',''true'',''421252'',''false'',''Submission for the position: Wealth Planning Associate, Client Success (HYBRID OR REMOTE) - (Job Number: 260000H4)'',''false'',''421252'',''false'',''true'',''Wealth Planning Associate, Client Success (HYBRID OR REMOTE)'',''260000H4'',''UNITED STATES-Remote'',''UNITED STATES-Remote'',''UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City'',''UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City'',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Through a combination of licensing, hands‑on client engagement, mentorship, and real‑world experience, you will develop the technical skills, confidence, and business acumen required to succeed in a dynamic, client‑centric financial services environment.

9 days ago

Senior Manager, Finance And Accounting Advisory Services Armanino McKenna Certified Public Accountants & Consultants

New York City, NY

$140,000–$190,000 / year

Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus.

30+ days ago

Corporate Financial Planning & Analysis Manager Prestige Brands Holdings, Inc.

Tarrytown, NY

$145,000–$160,000 / year

We operate in niche segments within these categories in which the strength of our brand names, our established retail distribution network, a low-cost operating model and an experienced management team are the keys to our success. This role operates independently to translate business drivers into decision-oriented financial insights, with direct impact on pricing, margin, cost productivity, and capital allocation decisions.

30+ days ago

Integrated Business Planning Analyst CONMED Corp

New York, NY

Remote

$78,200–$99,700 / year

Provide ad hoc analysis to support commercial priorities, NPI ramps, inventory projections, end-of-life strategies, channel/customer special programs, and supply disruptions. Design, maintain, and continuously improve the global inventory allocation strategy, including prioritization rules for regions/channels/customers and ATP/CTP guardrails.

30+ days ago

Director, Market Planning and Competitive Intelligence Zebra Technologies Corp

Holtsville, NY

$156,960–$235,440 / year

Knowledge of PC-based spreadsheets and database warehousing applications; experience with SFDC, statistical data modeling and tools (SPSS, SAS) to design and/or perform quantitative analysis and derive meaningful business insights preferred. The role engages with senior leadership, sales, marketing, and engineering to inform strategic decision-making - including insights into markets, industry analysts, customers, and competitive dynamics.

8 days ago

Manager, Financial Services Risk Consulting (Lender Due Diligence) RSM

New York, NY

$101,000–$203,000 / year

In our Financial Services Risk Consulting practice, our team works alongside lenders, investors, risk and internal audit functions, and other stakeholders to evaluate risks, assess controls and processes, and provide insights that support informed lending and investment decisions. You will work with leading financial institutions and specialty finance organizations on complex engagements involving lender due diligence, credit risk, asset-backed lending, loan portfolios, and related financial services transactions.

10 days ago

Estate Planning Strategist, Executive Director Morgan Stanley

New York, NY

$150,000–$250,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Responsibilities and Skills: Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning.

30+ days ago

Digital Demand & Retail Planning Manager Centric Brands LLC

New York, NY

$95,000–$120,000 / year

The stated base salary range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate''s educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. Centric Brands is a leading lifestyle brand collective that designs, sources, markets and sells high quality products in multiple segments, including women's, men's and kid's apparel, accessories, entertainment and beauty.

30+ days ago

Digital Demand & Retail Planning Manager Centric Brands

New York, New York

$95,000–$120,000 / year
Full time

The stated base salary range represents our good faith estimate as to what candidates are likely to expect, and we tailor our offers within the range based on several factors, including the selected candidate's educational and professional experience, industry knowledge, location, technical and communication skills, and other factors that may prove relevant during the selection process. Centric Brands is a leading lifestyle brand collective that designs, sources, markets and sells high quality products in multiple segments, including women’s, men’s and kid’s apparel, accessories, entertainment and beauty.

30+ days ago

Senior Associate - Financial Accounting & Reporting New York Life Insurance Co

New York, NY

$80,000–$105,000 / year

What Youll Do: Review monthly and quarterly account reconciliations, journal entries, and trend analysis for investment and insurance activities related to the NYLIAC and NYL Separate Accounts, with a focus on accuracy, reasonableness, and key business drivers. What Youll Bring: Bachelor's degree in Accounting, Finance, or a related field with 3-5+ years of experience in investment accounting, financial reporting, accounting operations, or related finance functions.

30+ days ago

Client Engagement Analytics - Financial Planning Analytics Lead, Vice President Morgan Stanley

New York, NY

$115,000–$190,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The ideal candidate brings an AI- and automation-first mindset - advancing the use of AI tools and processes is considered table stakes - along with demonstrated people leadership and the ability to scale support efficiently, including effective partnership with offshore teams.

8 days ago

Senior Vice President Performance Media, Planning U.S.

New York, New York

You have: Experience: 15+ years of progressive leadership within a major media holding company network (e.g., GroupM, Publicis Groupe, Omnicom Media Group, IPG, Dentsu) or a data-centric management consultancy, with a heavy emphasis on enterprise-level media planning. Build algorithmic media models: Utilize predictive AI tools and machine learning engines within the holding company network to simulate spend scenarios, forecasting business outcomes (e.g., CAC, LTV, revenue) based on shifting investment levels.

30+ days ago

Senior Business Planning Analyst Charter Communications Inc

Stamford, CT

Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. Spectrum is seeking a Senior Financial Analyst with expertise in financial planning, budgeting and analysis to shape our financial strategies and optimize performance.

30+ days ago

Associate Financial Advisor Edward D Jones & Co LP

Washington Township, NJ

As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

30+ days ago

Practice Management / Financial Planning Manager Equitable Financial Life Insurance Company

New York, NY

$111,464–$183,915 / year

421351'',''true'',''421351'',''false'',''Submission for the position: Practice Management / Financial Planning Manager - (Job Number: 260000HA)'',''false'',''421351'',''false'',''true'',''Practice Management / Financial Planning Manager '',''260000HA'',''UNITED STATES-NY-New York'',''UNITED STATES-NY-New York'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Lead the design and delivery of an integrated practice management and financial planning experience, aligning advisor workflows, digital platforms, and client‑facing capabilities to enable consistent, high‑quality outcomes across the advisor lifecycle.

3 days ago

Financial Analyst Sezzle Inc

Remote

$120,000–$145,000 / year

The Financial Analyst will be the subject matter expert and primary owner of all bank regulatory filings, including Call Reports (FFIEC 031/041/051), and will serve as a key partner to Finance, Legal, Compliance, and executive leadership in ensuring accurate, timely, and compliant regulatory submissions. Collaborate cross-functionally with Accounting, FP&A, Treasury, Legal, Compliance, and Engineering to source data, resolve reporting questions, and ensure consistency between regulatory filings and GAAP financial statements.

30+ days ago

Regulatory Financial Reporting Manager Sezzle Inc

Remote

$120,000–$145,000 / year

The Regulatory Financial Reporting Manager will be the subject matter expert and primary owner of all bank regulatory filings, including Call Reports (FFIEC 031/041/051), and will serve as a key partner to Finance, Legal, Compliance, and executive leadership in ensuring accurate, timely, and compliant regulatory submissions. Collaborate cross-functionally with Accounting, FP&A, Treasury, Legal, Compliance, and Engineering to source data, resolve reporting questions, and ensure consistency between regulatory filings and GAAP financial statements.

30+ days ago

Lead Software Engineer- LLM- CIB Finance Technology JPMorgan Chase & Co

Jersey City, NJ

As a Lead Software Engineer, Vice President, at JPMorgan Chase within the Commercial and Investment Bank team, you are an integral part of an agile team that enhances, builds, and delivers trusted market-leading technology products in a secure, stable, and scalable way. You will combine hands-on engineering with architecture-level decision making-promoting technical direction, making trade-offs, and anticipating future business needs-while consistently delivering secure, resilient, and scalable software solutions.

30+ days ago

Financial Analyst (Remote) HR Prospect

Jersey City, New Jersey

Remote

Your responsibilities will include managing and meticulously reviewing vendor reports to ensure accuracy, creating comprehensive client-specific reports that provide valuable insights, and participating in meetings to discuss findings and strategies. Prepare financial and utilization reports (based on the source documents) to be used in monthly/quarterly experience reports, annual forecasting (renewals) and any ad-hoc analysis for fully insured clients.

30+ days ago

Financial Accounting Advisory Manager RSM

New York, NY

$88,900–$168,300 / year

If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.

14 days ago

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Financial Planning Jobs in Uniondale, NY

Wealth Planning Associate, Client Success (HYBRID OR REMOTE) Equitable Financial Life Insurance Company

Senior Manager, Finance And Accounting Advisory Services Armanino McKenna Certified Public Accountants & Consultants

Corporate Financial Planning & Analysis Manager Prestige Brands Holdings, Inc.

Integrated Business Planning Analyst CONMED Corp

Director, Market Planning and Competitive Intelligence Zebra Technologies Corp

Manager, Financial Services Risk Consulting (Lender Due Diligence) RSM

Estate Planning Strategist, Executive Director Morgan Stanley

Digital Demand & Retail Planning Manager Centric Brands LLC

Digital Demand & Retail Planning Manager Centric Brands

Senior Associate - Financial Accounting & Reporting New York Life Insurance Co

Client Engagement Analytics - Financial Planning Analytics Lead, Vice President Morgan Stanley

Senior Vice President Performance Media, Planning U.S.

Senior Business Planning Analyst Charter Communications Inc

Associate Financial Advisor Edward D Jones & Co LP

Practice Management / Financial Planning Manager Equitable Financial Life Insurance Company

Financial Analyst Sezzle Inc

Regulatory Financial Reporting Manager Sezzle Inc

Lead Software Engineer- LLM- CIB Finance Technology JPMorgan Chase & Co

Financial Analyst (Remote) HR Prospect

Financial Accounting Advisory Manager RSM

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