390 Results for

Financial Planning Jobs in West Babylon, 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.

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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.

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Stamford, CT3 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.

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White Plains, NY3 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.

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Port Washington, NY3 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.

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Bronx, NY3 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.

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Hauppauge, NY3 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.

New!

Lindenhurst, NY3 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.

New!

Hempstead, NY3 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.

Uniondale, NY7 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.

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Elmsford, NY1 day 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.

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Stamford, CT3 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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Uniondale, NY6 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.

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Uniondale, NY2 days ago

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.

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Purchase, NY1 day 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 .

Melville, NY8 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.

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Tarrytown, NY1 day ago

Remote

$65–$70 Per Hour

This is a role where you will be partnering closely with Accounting, Tax, and Treasury to deliver budgets, monthly/quarterly reporting, guidance materials, variance analysis, and ad hoc leadership analyses, with a focus on improving forecasting processes and controls. Manage and own key corporate finance deliverables, including Board presentations, annual budget, monthly finance packages, quarterly earnings, and financial guidance materials.

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Woodbury, NY1 day 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.

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Woodbury, NY1 day ago

$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.

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Elmsford, NY4 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.

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Bronx, NY3 days ago

$98,200–$130,800

We’re one of the largest nonprofit home- and community-based health care organizations in the country, and today, more than 11,500 team members work together to make a difference in the lives of more than 99,000 patients and members on any given day. Participates in Hospice Team meetings, IDG management meetings, and serves on relevant committees for the purposes of information exchange, team collaboration, development of procedures and documentation tools, development of quality and training.

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greenwich, CT4 days ago

$140,000–$150,000

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Stamford, CT4 days ago

$130,000–$140,000

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Great Neck, NY4 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).

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NORTH CASTLE, NY1 day ago

$216,000–$224,000 Per Year

Manage critical day-to-day operational elements of large-scale complex programs/projects including: vision, scope, schedule, resource management, vendor management, dependencies, business readiness/organizational change management, value realization necessary to deliver specified requirements, objectives, and value. Required: Master's degree or equivalent in Computer Science, Engineering or related (employer will accept a Bachelor's degree plus five (5) years of progressive experience in lieu of a Master's degree) and one (1) year of experience as a Project Manager or related.

Sleepy Hollow, NY13 days ago

$64–$94 Per Hour

Support day-to-day Accounts Payable (A/P) operations, acting as a key liaison between business users, system support teams, and temporary staff. Maintain clear communication with cross-functional teams and vendors, supporting business relationships through meetings and updates.

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Tarrytown, NY2 days ago

$106,250–$177,050 Per Year

The Senior Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to build a network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.

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Inwood, NY3 days ago

$115,000–$130,000 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. Through proactive audits, inspections, and disciplined follow-up on corrective actions, the Executive Chef ensures full traceability and control throughout the production lifecycle, embedding food safety and operational discipline into the DNA of the kitchen organization.

Stamford, CT14 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.

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Uniondale, NY2 days 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.

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Inwood, NY3 days 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 .

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New Rochelle, NY1 day ago

$150,000–$180,000 Per Year

HIRING QUALIFICATIONS / COMPETENCIES Leadership Plans and Aligns Drives Vision and Purpose Develops Talent Manages Conflict Financial Acumen Managers Complexity Functional Attracts Top Talent Communicates Effectively Drives Results Ensures Accountability Functional/Technical Skills CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the veterinary provider team (DVM, CVT, VA) in their assigned hospitals to ensure that every pet receives consistent care aligning with our six domains of quality (safe, effective, patient/client centered, timely, efficient and equitable care.

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Eastchester, NY2 days ago

$150,000–$180,000 Per Year

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Franklin Square, NY1 day ago

$150,000–$180,000 Per Year

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Lakeville Estates, NY1 day ago

$150,000–$180,000 Per Year

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Mount Vernon, NY2 days ago

$150,000–$180,000 Per Year

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Mamaroneck, NY3 days ago

$40.50–$70

Under the guidance of two dedicated managers you will develop and refine an approach to programming, education, business, and financial planning that ensures your Personal Training career is as unlimited as your passion. Bonus opportunities for eligible trainers such as, but not limited to: New Trainer Bonus, Tri Annual Incentive Bonus, Senior Trainer Annual Bonus, and Member Referral Bonus.

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Roslyn, NY3 days ago

$39.50–$70

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Pelham, NY1 day ago

$150,000–$180,000 Per Year

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Pelham, NY1 day ago

$150,000–$180,000 Per Year

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Lakeville Estates, NY1 day ago

$150,000–$180,000 Per Year

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

New!

Huntington Station, NYToday

$110,000–$130,000 Per Year

The Health Equity Alliance of Long Island (HEALI) is Long Island's Social Care Network (SCN) of community-based organizations (CBOs) and healthcare providers building a person centric model that integrates healthcare, social care, and behavioral health care. Working regularly with clinical information systems, Qualified Entities (HIEs), Managed Care Organizations, Health Care Providers, and network partners, the Senior Manager will need to know the New York healthcare market, interoperability practices, and health policies regarding technology.

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Woodbury, NY2 days ago

$120,000–$150,000 Per Year
Full-time
Employee

This role is ideal for a tax professional with 5+ years of public accounting experience who can operate independently, manage client relationships, and handle complex tax matters. Analyze and implement tax elections (e.g., 754, 1031 exchanges, installment sales, accounting method changes).

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Southport, CT1 day ago

Full-time
Employee

8–12 years of progressive finance and/or accounting experiencePrior leadership experience within finance or accounting functionsCPA preferred; MBA a plusExperience within financial services, wealth management, or professional services environments highly preferredStrong analytical, communication, and business partnering skillsAbility to operate effectively in a fast-paced, high-growth environmentStrategic mindset with willingness to remain hands-on when needed. Newly created leadership role with high visibility and executive exposureFast-growing organization with an active acquisition strategyAward-winning culture focused on collaboration, people, and long-term growthStrong employee tenure and leadership development opportunitiesClear “Pathway to Partnership” program within the organizationOpportunity to influence strategic decisions and company directionCollaborative, team-oriented environment that values work-life balance and culture.

New!

Westport, CT1 day ago

Full-time
Employee

Tarrytown, NY8 days ago

Full-time

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.

Southport, CT14 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.

Elmsford, NY14 days ago

Full-time
Employee

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Financial Planning Jobs in West Babylon, NY

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

Charitable Planning Attorney - CT or FL Jobot

Financial Consultant - Stamford, CT Fidelity Investments

Financial Consultant - Greenwich, CT Fidelity Investments

Financial Consultant - Plainview, NY Fidelity Investments

Financial Consultant - Flatiron, NY Fidelity Investments

Financial Consultant - Garden City, NY Fidelity Investments

Financial Consultant - Roslyn, NY Fidelity Investments

Financial Consultant - Wall Street, NY Fidelity Investments

Sales Manager Financial Services NYL - Nassau GO

Manager of FP&A Jobot

Financial Consultant - Fairfield, CT Fidelity Investments

Financial Services Professional NYL - Nassau GO

Financial Service Professional New York Life - Nassau County General Office

Tax Manager - Tax Accounting & Reporting Kforce Inc.

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Senior Manager, Corporate Finance Joulé

Tax Manager (Hybrid) Jobot

Senior Audit Manager, CPA firm Jobot

Accounting Manager Vaco LLC

Team Manager, Hospice Home Care, Bronx VNS Health

Treasury Manager Vaco LLC

FP&A Analyst Vaco LLC

Tax Manager Vaco LLC

Program Manager IBM Corporation

Accounts Payable Operations Manager Joulé

Senior Trust Officer Midland States Bank

Executive Chef gategroup

Lead Project and Logistics Manager, Specialty - ROS United Rentals

Insurance Sales Representative New York Life - Uniondale

Controller, Operations gategroup

Veterinarian - Area Chief of Staff Banfield Pet Hospitals

Area Chief of Staff - Veterinarian Banfield Pet Hospitals

Chief of Staff Veterinarian Banfield Pet Hospitals

Area Chief of Staff Veterinarian Banfield Pet Hospitals

Veterinarian - Chief of Staff Banfield Pet Hospitals

Personal Trainer, Mamaroneck Equinox

Personal Trainer, Roslyn Equinox

Lead Veterinarian Banfield Pet Hospitals

Veterinary Leadership Banfield Pet Hospitals

Senior Veterinarian Banfield Pet Hospitals

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

Registered Nurse (RN) - Neurosurgery - Verplanck Advocate Aurora

Senior Manager Technology and Data Strategy Health and Welfare Council of Long Island

Senior Tax Accountant - Manager - CPA FIRM Globalforce Intl. (MAIN)

Finance Director Company Confidential

Director of Finance Company Confidential

Corporate Financial Planning & Analysis Manager Prestige Brands

AP Manager Company Confidential

Payroll Manager Company Confidential

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