13 Results for

Planner Jobs in Smithtown, NY

Jobs

Uniondale, NY9 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.

Melville, NY16 days ago

Compiles and maintains MRP generated reports and Excel spreadsheets of Work In Process (WIP) status including location of material, shortages, open sales orders, material delivery dates and Can-Build status. Experience in tracking products through the manufacturing cycle, including handling electronic parts and assemblies, mechanical parts, printed circuit boards (PCB’s), and RF subassemblies highly preferred.

Melville, New York28 days ago

$75,000–$100,000 Per Year

Bohemia, NY28 days ago

$90,000–$110,000 Per Year

Collaborate with cross functional teams as required to ensure kit fills, workflow, successful new product qualification, Develops and maintain robust analytical models & tools to analyze supply chain data, identify trends and provide actionable insights. The individual will be responsible for driving competitive supplystrategies to achieve lowest total cost, sole/single source elimination and managing suppliers to ensure supply continuity,and is instrumental in helping DDC achieve its annual revenue, profitability and productivity goals.

New!

New Hyde Park, New York6 days ago

$80,000–$90,000 Per Year

Prepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

North Bellmore, NY30+ days ago

Our Person in Need of Supervision (PINS) Diversion Program aims to prevent court involvement and out-of-home placements for youth under 18 by providing short-term, family-centered, in-home support throughout Nassau County. We are also honored to announce that the Hauppauge Industrial Association of Long Island (HIA-LI), an advocate for its member organizations since 1978, has recognized HFY as their Not-For Profit Business Award honoree for Excellence in 2025!

Greenwich, Connecticut30+ days ago

$225,000–$250,000 Per Year

Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives.

White Plains, NY30+ days ago

$30–$40 Per Hour
Full-time

Typically, role requires a minimum of 1-3 years' experience Proficient in Office 365 programs such Excel, Word, Outlook Experience with data entry and analytics Experience of managing project activities independently Education & Certifications Associate Degree Project Overview As an Associate Resource Planner, you’ll become a member of COMPANY’s Project Work Planning Team, which is a sub-unit of the Project & Programs Controls Department.

New!

Melville, NY3 days ago

$140,000–$180,000 Per Year

Support the 10-year De Novo pipeline for the New York Metro market, maintaining an active, prioritized list of target sites. The person in this seat will own the analytical and planning work that determines where Citizens grows its physical presence across one of the most competitive and complex banking markets in the country.

Stamford, CT30+ days ago

Remote

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals. At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions.

New!

East Hills, NY2 days ago

$100,000–$200,000 Per Year

Securities, investment advisory, and financial planning services offered through qualified representatives of MML Investors Services, LLC, a registered investment adviser and broker/dealer (Member FINRA and SIPC and MassMutual subsidiary, 1295 State St, Springfield, MA 01111. As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

Farmingdale, New York30+ days ago

$125,000–$200,000 Per Year

Project Managers typically report to the Project Executive or Division Manager, and on larger projects with multiple Project Managers may report to a Senior Project Manager. Posillico Civil, Inc. together with its parent, subsidiaries, affiliates, partners and joint ventures (collectively “Posillico”) do not accept unsolicited resumes from any source other than directly from a candidate.

Cedarhurst, New York20 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

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Planner Jobs in Smithtown, NY

Financial Planner New York Life - Uniondale

Production Planner NESC Staffing

Production Planner Stellant Systems

Buyer/Planner Sr. Data Device Corporation

Associate Financial Planner CAPTRUST

PINS Diversion: Hybrid Case Planner (Youth & Families) Hope for Youth

Senior Wealth Planner Rockefeller Capital Management

Associate Resource Planner LanceSoft Inc

Market Planner, New York Metro Citizens

Entry-Level Financial Investment Planner (Remote) Traction Forge Financial

Wealth Manager Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Project Manager/ Sr. Project Manager Posillico Civil, Inc.

Financial Advisor Northwestern Mutual

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