793 Results for

Financial Planning Jobs in West Babylon, NY

Jobs

Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu Ltd

$148,200–$292,300 / year

This role combines deep accounting and controllership expertise, managed services solutioning, Financial Services Industry experience, commercial leadership, executive presence, and the ability to lead complex client engagements and teams. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.

30+ days ago

Assurance Sr. Manager, Financial Services Baker Tilly Advisory Group, LP

Uniondale, New York

Quick Apply

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

3 days ago

Assurance Manager, Financial Services Baker Tilly Advisory Group, LP

Uniondale, New York

Quick Apply

3 days ago

Financial Advisor Associate - Bethpage, NY TD Bank

Bethpage, New York

$66,560–$99,320 / year

The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.

3 days ago

Financial Services Representative - State Farm Agent Team Member John Fischer - State Farm Agent

Selden, NY

Full time

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

26 days ago

Financial Planner WealthBridge Financial Group

Melville, NY

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

30+ days ago

Financial Analyst Stony Brook University

Stony Brook, NY

2603769'',''2603769'',''Senior Staff Assistant'',''Senior Staff Assistant'',''Administrative & Professional (non-Clinical)'',''Administrative & Professional (non-Clinical)'',''US-NY-Stony Brook'',''US-NY-Stony Brook'',''Office of the Provost'',''Office of the Provost'',''Full-time'',''Full-time'',''Day Shift'',''Day Shift'',''8:30-5:00pm'',''8:30-5:00pm'','''','''',''Nov 6, 2026'',''Nov 6, 2026'',''Nov 20, 2026, 10:59:00 PM'',''Nov 20, 2026, 10:59:00 PM'',''75,000 - 87,000'',''75,000 - 87,000'',''Term'',''Term'',''SL3'',''SL3'',''Stony Brook University'',''Stony Brook University'',''false'',''741139'',''741139'',''true'',''741139'',''false'',''Submission for the position: Financial Analyst - (Job Number: 2603769)'',''false'',''741139'',''false'',''true''. Perform monthly budget-to-actual (BvA) and period-over-period variance analysis; investigate underlying cost drivers and draft explanations for material discrepancies across operating and personnel budgets.

2 days ago

CFO - 2104 Bhired

Queens, New York

$200,000–$250,000 / year

A large healthcare company is seeking a CFO to take over and run the financial department. Develop financial strategy and ensure financial stability.

30+ days ago

Financial Services Team Associate Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Greenvale, NY

$100,000–$200,000 / year

Blue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press—reflecting our commitment to culture, professional growth, and client excellence. We are seeking a motivated Financial Services Team Associate to support the development and servicing of long-term client relationships while delivering personalized, goals-based financial guidance.

6 days ago

Financial Risk Manager Deloitte

Stamford, CT

$134,500–$265,100 / year

Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).

13 days ago

Financial Risk Senior Consultant Deloitte

Stamford, CT

$110,700–$218,300 / year

Expertise in one or more Financial Risk domains: Credit Risk: Underwriting and portfolio credit risk across products (e.g., PD/LGD/EAD modeling support, credit policy/scorecards, risk rating systems, credit review/QA, allowance/CECL support, concentration/limit monitoring, early warning & remediation). Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).

13 days ago

J.P. Morgan Wealth Management - Private Client Advisor - Garden City, NY JPMorgan Chase & Co

Garden City, NY

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

17 days ago

J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY JPMorgan Chase & Co

Westbury, NY

30+ days ago

J.P. Morgan Wealth Management - Private Client Advisor - Hartsdale, NY (North Hartsdale) JPMorgan Chase & Co

Hartsdale, NY

30+ days ago

J.P. Morgan Wealth Management - Private Client Advisor - Thornwood, NY JPMorgan Chase & Co

30+ days ago

J.P. Morgan Wealth Management - Private Client Advisor - Selden, NY JPMorgan Chase & Co

Selden, NY

30+ days ago

J.P. Morgan Wealth Management - Private Client Advisor - Stamford, CT JPMorgan Chase & Co

Stamford, CT

30+ days ago

J.P. Morgan Wealth Management - Private Client Advisor - Lawrence, NY JPMorgan Chase & Co

Lawrence, NY

30+ days ago

J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY JPMorgan Chase & Co

Rockville Centre, NY

30+ days ago

J.P. Morgan Wealth Management - Private Client Advisor - Huntington Station, NY JPMorgan Chase & Co

Huntington Station, NY

30+ days ago

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Financial Planning Jobs in West Babylon, NY

Senior Manager, Finance Managed Services - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu Ltd

Assurance Sr. Manager, Financial Services Baker Tilly Advisory Group, LP

Assurance Manager, Financial Services Baker Tilly Advisory Group, LP

Financial Advisor Associate - Bethpage, NY TD Bank

Financial Services Representative - State Farm Agent Team Member John Fischer - State Farm Agent

Financial Planner WealthBridge Financial Group

Financial Analyst Stony Brook University

CFO - 2104 Bhired

Financial Services Team Associate Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Financial Risk Manager Deloitte

Financial Risk Senior Consultant Deloitte

J.P. Morgan Wealth Management - Private Client Advisor - Garden City, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Westbury, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Hartsdale, NY (North Hartsdale) JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Thornwood, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Selden, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Stamford, CT JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Lawrence, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Rockville Centre, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Huntington Station, NY JPMorgan Chase & Co

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