4,315 Results for

Financial Planning Jobs in Whitestone, NY

Jobs

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.

11 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.

3 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.

7 days ago

CFO Jobot

Oyster Bay, NY

$275,000–$330,000 / year
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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.

5 days 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.

5 days ago

Manager, Material, Planning & Forecasting gategroup

Newark, NJ

$90,000–$95,000 / year

At least a total of 3 years work experience in a lean manufacturing environment, preferably in areas related to data management, operational planning, information systems, operational KPIs follow up or finance controlling. • The primary function of the Forecasting and Planning Manager is to improve all activities related to Forecasting, Planning and Scheduling activities within the Business Unit using the ERP system.

15 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

Estate Planning Attorney Gables Search Group

Garden City, NY

$125,000–$150,000 / year

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives.

4 days ago

Elder Care & Estate Planning Attorney Gables Search Group

Melville, NY

$135,000–$150,000 / year

4 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.

11 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.

Today

Financial Analyst Atrium

Edison, NJ

$40–$42 / hour

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated.

8 days ago

VP of Financial Budgeting & Analysis CFS

New York, NY

This is a highly visible leadership opportunity to partner directly with executive leadership, drive budgeting strategy, and help shape the financial future of a mission-driven organization. Ready to lead financial planning and analysis for one of New York City's most impactful nonprofit organizations?

7 days ago

Chief Financial Officer CFS

Brooklyn, NY

$500,000–$550,000 / year

This executive leadership opportunity offers direct collaboration with the CEO and Board while shaping the future of reimbursement, revenue performance, and long-term sustainability. Why This Opportunity Stands Out: • Serve as a key strategic partner to the CEO, executive leadership team, and Board of Trustees.

6 days ago

Junior Financial Analyst CFS

Dobbs Ferry, NY

$25–$29 / hour

The Junior Financial Analyst is an integral member of the Finance & Accounting team, supporting the organization's financial operations through accounting, payroll, accounts receivable analysis, and financial reporting activities. The ideal candidate is detail-oriented, analytical, and eager to grow their expertise in financial management, accounting processes, and data-driven decision-making.

3 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.

7 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.

3 days 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.

7 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.

5 days ago

Vice President, Transaction Advisory Services Jobot

New York, NY

$160,000–$215,000 / year
Quick Apply

5 days ago

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Financial Planning Jobs in Whitestone, NY

Director of Financial & Planning Analysis Vaco LLC

Estate Planning Attorney Jobot

Senior Financial Advisor / Private Wealth Advisor Jobot

CFO Jobot

Financial Controller - Top New Jersey Construction Company! Jobot

Manager, Material, Planning & Forecasting gategroup

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

Estate Planning Attorney Gables Search Group

Elder Care & Estate Planning Attorney Gables Search Group

Senior Financial Reporting and Analytics Analyst Vaco LLC

Associate Financial Planner New York Life - Uniondale

Financial Analyst Atrium

VP of Financial Budgeting & Analysis CFS

Chief Financial Officer CFS

Junior Financial Analyst CFS

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

Financial Advisor - Paramus NJ Northwestern Mutual

Associate, Transaction Advisory Services Jobot

Project Manager – Wealth Management Billing & Revenue Management Jobot

Vice President, Transaction Advisory Services Jobot

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