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
- ...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...SeniorSelf employmentWork at office
$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- ...Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor... ...for our employees. Compensation for this role is based on commission - a draw will be...SeniorWork experience placement
$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- Insite US in White Plains, NY is seeking a Tax Senior Associate to strengthen its Private Client Services team. You will manage... ...compliance and advisory services in a collaborative setting. The role offers a hybrid schedule, opportunities for growth, and exposure to planning...Senior
- ...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
- ...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
- 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
- ...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
- ...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
$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- Regeneron Pharmaceuticals, Inc. is seeking a Senior Manager, GCP Quality Management - Global... ...management across clinical trials in a hybrid work model. You will partner with study... ...while supporting inspection readiness. The role emphasizes leadership, process...Senior
$90k
...tech-enabled, AI-powered, human-delivered, hybrid care solution that combines the... ...scalability of virtual care. At OnMed, every role, everyday, is directly impacting the communities... ...Excel. The Role OnMed is looking for a Senior Financial Analyst to own weekly, monthly, and...SeniorWork experience placement- ...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
- ...Senior Financial Advisor Lead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across...SeniorWork experience placement
- ...Seeking a sharp and detail-oriented Senior Fund Accountant to join the... ...credit strategies. This role will be hands‑on, with broad exposure... ...and accuracy of fund financials. Key Responsibilities Manage fund... ...leadership and strong fund performance Hybrid flexibility (2-3 days in‑...SeniorWork at office
$110k
Title: Senior Financial Planning AnalystLocation: Port Chester, NY - HYBRID Compensation: $110,000ABOUT THE SHADE STOREAt The Shade Store, we have handcrafted the finest... ...: The Senior Financial Analyst plays a critical role in driving financial insight, and operational...SeniorTemporary workLocal area$90k - $110k
...opportunity to step into a visible, value-driven role within a collaborative IT Audit function... ...end-to-end and work directly with senior IT and business stakeholders—serving as both... ...IT Audit Senior Location: Stamford, CT (Hybrid) Salary: $90,000 - $110,000 +BonusWhy...Senior$115k - $140k
...for a challenging and high-visibility role? We are seeking a Senior Application Analyst to join a highly... ...development. Flexible work schedule with hybrid work arrangements. If you are a... ...applications in clinical, administrative, or financial environments. Experience supporting/...SeniorFlexible hours- ...from inception through verdict, delivering clear case strategies and outstanding courtroom advocacy in state and federal matters. The role requires a strong record of trials, excellent research and writing, superb communication, and the ability to handle complex matters...SeniorRemote job
- ...seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will be part of a local team and supported by...SeniorTemporary workLocal area
- Experis in Chester, NY is seeking a Senior Compensation Analyst to own our total rewards program and drive data-driven decision making. This hands-on role requires independent assessment of current programs, data integrity, and capability to translate findings into practical...Senior
- Danone North America seeks a Senior Manager, Data Architect to lead analytics architecture in White Plains, designing data systems and overseeing SAP integration to drive business insights. The role centers on building scalable data infrastructure and supporting strategic...Senior
$116k - $216k
...dedicated to serving our clients' financial needs through expert advice... ...clients in their existing book as well as collaborating with... ...preferred)Certified Financial Planner (CFP) (preferred)Certified Investment... .... Compensation for this role also includes eligibility for...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Distinct | North America is seeking a Senior Accountant based in Rye Brook, NY. This role involves preparing and reviewing tax returns for a diverse clientele while maintaining strong relationships. The firm emphasizes a calm, professional environment with flexible work...SeniorRemote jobLocal areaFlexible hours2 days per week
$120k
...Stamford, Fairfield) Full-Time | In-Person to Hybrid Flex Overview You’ve built a... .... What This Career Looks Like As a Financial Advisor, you will establish yourself as a... ...banking Corporate leadership or management roles Business development or client...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...Senior Financial Analyst OnMed is looking for a Senior Financial Analyst to own weekly, monthly, and quarterly financial reporting and analysis... ...responsibility for expense optimization. This is a hands-on role with direct exposure to how a high-growth company runs — you'...Senior
$70k
...Senior Wealth Advisor Citi Global Wealth brings together the... ...Advisor will offer comprehensive financial and investment advice to our... ...experts such as Financial Planners, Insurance Specialists, Portfolio... ...norms Partner with all roles on branch team to ensure all...SeniorFull timeWork at office- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...Senior
$190k - $225k
...term fit where you can grow in a role, and will be valued and... ...we invite you to apply to our Senior Professional Liability Attorney... ...This position offers a flexible, hybrid working arrangement.The PositionWilson... ...expected.Existing portable book of business,...SeniorFull timeWork at officeImmediate startFlexible hours
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