Senior Financial Planner | Inherited Book, Hybrid Role
Titan Wealth Holdings Limited
Titan Wealth Holdings Limited, following the acquisition of Innes Reid, seeks an experienced Financial Planner to join the Chester office and manage an established client portfolio. The role focuses on holistic financial planning across retirement, investments, estate and protection planning, with strong emphasis on client relationships and lead-generation support. Hybrid work: 3 days in the office, 2 from home. #J-18808-Ljbffr Titan Wealth Holdings Limited
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$110k - $130k
...Mission Staffing Associate/Senior – Fund Accountant (... ..., CT or New York, NY | Hybrid: 4 days onsite Hours: 9... ...to the Controller, this role offers hands‑on... ...Prepare and review monthly financial statements and management... ...administrators to maintain accurate books and records,...SeniorFull time- ...& Dicker LLP is seeking a Partner-level Senior Professional Liability Attorney to join our... ...Accounting Practice. This leadership role focuses on defending accounting professionals... .... The position offers a flexible hybrid arrangement and opportunities to mentor,...SeniorFlexible hours
$130k - $160k
...investment philosophy, and long-standing client relationships. We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the...SeniorWork at officeLocal area- ...SVP of US Supply & Operations and the Leadership Team in a hybrid White Plains, NY role. You will manage complex calendars, coordinate travel,... ...confidentiality and professionalism. You will interact with senior leaders across the region and globally, demonstrating strong...Senior
- ...forecasting, and reporting capabilities. You will work directly with senior client stakeholders and internal delivery teams to design scalable connected planning models and lead workstreams. This hybrid role combines strategic leadership with hands-on configuration and...Senior
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- ...Rennert & Feldman in White Plains, NY is seeking a Senior Tax Staff Accountant to join our team. This role focuses on preparing and reviewing tax returns and... ...partnerships, estates, and trusts. The position offers a hybrid schedule out of White Plains or New York, NY with...Senior
- ...we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm... ...successful Financial Planner will inherit a mature and established client... ...and clients. This is a hybrid working role - 3 days in the office...Self employmentWork at office
- ...food company located in New York is seeking a Senior/Associate Brand Manager for their Plant Based division. The role focuses on managing high-impact projects and driving... ...a competitive salary and benefits, along with opportunities for hybrid work. #J-18808-Ljbffr DanoneSenior
- New York Life seeks a Senior Associate, Claims in a hybrid role based at our White Plains office. You will evaluate disability claims, determine eligibility, and independently manage a substantial caseload while ensuring policy accuracy and timely decisions. You will adjudicate...SeniorWork at office
- ...supervision of LMSW social workers, supervise MSW interns, and oversee Home Assessment, Friendly Visiting, and other social engagement programs. This hybrid role requires in-office presence Tue-Thu and remote days, with occasional Sundays for programs. #J-18808-Ljbffr DOROTSeniorWork at officeRemote work
- Neier Inc. is seeking a Senior Bankruptcy Attorney to join their office in White Plains or Manhattan, NY. This role involves representing clients in various bankruptcy matters and... ...in bankruptcy law and a portable book of business. The firm offers a competitive...SeniorWork at office
- DWP Digital is seeking a Senior Business Analyst in Manchester to lead discovery, elicit and translate complex requirements into... ...technologies that support colleagues and civil service delivery. The role offers hybrid working, flexible hours and a generous Civil Service pension...SeniorFlexible hours
$165k - $200k
...law firm based in New York is seeking a Senior Construction/General Liability Attorney with... ...over 6 years of trial experience. This role involves managing caseloads independently... ...professionals. The position offers a flexible hybrid work arrangement alongside an attractive...SeniorRemote jobFlexible hours- ...healthcare consulting firm is searching for a Senior Application Analyst to provide expert... ...hospital in White Plains, NY. The role includes leading upgrades, collaborating... ...position offers growth opportunities and a hybrid work environment. #J-18808-Ljbffr Smith Arnold...SeniorFull time
- ...full-time paralegal with 5+ years of litigation support experience. The role involves drafting legal documents, conducting research, and assisting attorneys from inception through trial. This hybrid position requires a paralegal certificate and offers benefits like...SeniorFull time
- Portfolio Strategy Group in White Plains seeks a Senior Financial Planner with deep eMoney expertise to advance complex wealth management for high... ...plans, and contribute to strategic client discussions. The role demands CFP certification, 3+ years of advisory experience,...Senior
$50 - $70 per hour
...has 10-15 years of experience in project management, strong knowledge of TPA operations, and skills in data integration. This role offers a hybrid work setting, competitive pay between $50-$70 per hour, and requires excellent stakeholder management and analytical...SeniorHourly pay- Mastercard in Purchase, NY is seeking a Senior Analyst, Tax to support the interim and annual... ...and related global tax submissions. The role requires strong analytical skills,... ...Controllership, Treasury and FP&A. The position is hybrid, with three days per week in the office,...SeniorInterim roleWork at office3 days per week
- BCG Attorney Search in New York seeks a Senior Commercial Real Estate Attorney with extensive... ..., retail, and industrial properties. The role offers significant autonomy, client... ...years of transactional experience. Remote or hybrid work options are available, with a...SeniorRemote jobWork at office
- ...York Life in White Plains, NY is hiring a Senior Service Specialist to support the Medical... ...help drive workflow improvements. The role requires excellent communication, organizational... ...Office and advanced Excel for reporting. Hybrid work arrangement expected with on-site...SeniorWork at office
$90.23k
...world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis... ...Performs other duties as required. #LI-LP2 #LI-HYBRID Skills & Abilities • Advanced skills in Microsoft...SeniorWork experience placementH1b- ...engineering design firm in White Plains, NY is seeking a Senior Electrical Engineer for critical facilities. The role involves designing electrical systems for data... ..., and proficiency in AutoCAD and Revit MEP. This hybrid opportunity offers competitive salaries and...SeniorRemote job
- ...Professional Engineer to join our Water Team in Rye Brook, NY. The role focuses on planning, designing, and delivering wastewater... ...collection systems and biosolids. The position offers a flexible hybrid schedule with 2-3 days in the office and travel up to 20%. The ideal...SeniorWork at officeFlexible hours
$150k - $200k
...Description Job Description Senior Tax Manager | Independent CPA... ...Partner Track | Connecticut | Hybrid Location: Hybrid —... ...opportunity to build, own, and grow a book of business in this market is... ...and immediate. Why This Role Stands Out Real Partner Track...SeniorTemporary workWork at officeImmediate startFlexible hours$140.93k - $156.59k
...Team:We have an exciting role to join our... ...Engineering Team as a Senior Supervisor, Field Engineering... ..., Root Cause Analysis, Financial Planning, Project Management... ...Information and Requirements book ,procedures and... ...’s license is required.HYBRID SCHEDULE: Eversource supports...SeniorFull timeFor contractorsH1bWork at officeLocal areaRemote workRelocation- ...Description Job Description Hybrid Law Firm Senior Associate Privacy Salary... ...issues. About the Role: The ideal candidate will... ...education, media, retail, and financial services. In this role, you... ...approach A portable book of business is welcomed but...SeniorFlexible hours
$120k - $160k
...that is redefining the future of financial services through technology,... ....We’re looking for a Senior Compliance Data Analyst to join... ...dynamic fintech environment, this role offers exceptional visibility,... ...Analyst Location: Stamford, CT (Hybrid) Salary: $120,000 - $160,000Why...Senior
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