17 Results for

Planner Jobs in Smithtown, NY

Jobs

Uniondale, NY13 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, NY19 days ago

Full-time

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 (PCBâs), and RF subassemblies highly preferred.

Bohemia, NY30+ 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.

Melville, New York30+ days ago

$75,000–$100,000 Per Year

New Hyde Park, New York10 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.

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.

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!

Hauppauge, NY30+ days ago

$32.83–$41.04 Per Hour

Bachelor's degree in business administration or a related field; may be actively pursuing and is currently studying upper-division core curriculum courses; OR has passed the CPIM national certification basics exam and is committed to achieving the CPIM national certification; OR has completed a certification program in production and inventory control.* Coordinates cross-functional activities with Quality Assurance, Manufacturing, Purchasing, Engineering, Inventory Control, Shipping/Receiving, and Contract Administration to ensure a smooth flow of materials through the production process and consistent information regarding status and priorities.*

Hicksville, NY30+ days ago

From elegant bridal showers to intimatebirthday celebrations, to baby showers, and corporate events, you'll work closely with clients to bring their special occasions to life—with impeccable service and timeless Italian charm. Our intimate, upscale Italian restaurant is seeking an experienced Events Planner to lead and grow our private dining and events program.

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.

Stamford, CT30+ days ago

Several began their careers in financial services and have grown into senior leadership roles, while others transitioned from fields like education, sports management, or counseling—driven by a shared commitment to helping others plan for a more secure future. Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement.

Melville, NY7 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.

Bridgeport, CT30+ days ago

We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Business Development, Business Owners, Military Veterans, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.

New!

East Hills, NY6 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.

Cedarhurst, New York24 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.

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.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Planner job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Planner Jobs in Smithtown, NY

Financial Planner New York Life - Uniondale

Production Planner NESC Staffing LLC

Buyer/Planner Sr. Data Device Corporation

Production Planner Stellant Systems

Associate Financial Planner CAPTRUST

Senior Wealth Planner Rockefeller Capital Management

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

Planner Belcan

Event Planner CFM HOSPITALITY FICARRA LLC

Associate Resource Planner LanceSoft Inc

Associate Wealth Planner - Career Changers Starr Region - Modern Woodmen of America

Market Planner, New York Metro Citizens

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

Financial Planner with Athletic Background Northwestern Mutual - Fairfield County

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

Financial Advisor Northwestern Mutual

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

Resume Resources