Strategic Financial Planner
Soteria Reinsurance Ltd.
Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning, strengthen client relationships through asset consolidation and plan implementation, and manage an organized client contact strategy using Salesforce. You will work with a Financial Consultant or Wealth Planner, mentor associates, and help clients pursue long-term financial success in a phased onsite model. FINRA licenses, CFP encouraged, and outbound outreach are part of the role. #J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Planner in Brooklyn, NY vacancy
- ...The Role Gotham Greens is seeking a highly motivated and detail-oriented Strategic Finance Associate to join our team. This role is critical in supporting the company's financial strategy, decision-making processes, and long-term planning. As a Strategic Finance Associate...Suggested
Gotham Greens
Brooklyn, NY5 days ago - Senior Associate/AVP FP&A/Strategic Finance About the Role Our client is looking to hire a Strategic Finance professional to join the... ...team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of...Suggested
- ...highly visible role partners with senior leaders across Consumer & Community Banking Operations to drive financial performance, business execution, and strategic decision-making through FP&A, executive reporting, and risk governance. The successful candidate will lead...Suggested
- Planned Parenthood Federation of America seeks a Senior Financial Analyst for the Affiliate Financial & Business Analytics team. You will... ...and reporting to sustain affiliate financial health and drive strategic investments. Collaborate with cross-functional partners,...Suggested
- Core-Mark is seeking a Senior Analyst of Financial Planning & Analysis to support the annual budget, lead reporting, and provide insightful analyses for strategic growth. The role requires strong analytical skills, cross‑functional collaboration, and high accuracy in reporting...SuggestedWork at officeRemote work
- Meriton, a national HVAC solutions partner, seeks a Senior Financial Analyst, FP&A, to shape budgeting, forecasts, and P&L analysis. You... ...across business units to drive actionable insights and strategic decisions. The role requires ownership mindset, curiosity, and...
- ...seeking a Corporate FP&A Senior Analyst to support budgeting, forecasting, and financial planning across the organization. This role partners with leadership to align financial plans with strategic objectives and drive operational excellence. You will lead variance...
- ...seeks a Senior FP&A Analyst to own monthly/quarterly reporting, consolidations and budgeting. You will build financial models and KPI dashboards to inform strategic decisions. Reporting to the Controller, you will partner across finance and operations, drive forecast...
- Dollywood is seeking a Senior Analyst, FP&A to guide strategic financial planning for the Dollywood Parks & Resorts segment. You will partner with leaders to forecast, model, and drive decisions that support growth and profitability across the theme parks. The role emphasizes...
$78.5k - $163k
...ready to make your impact? About The Role In FTI Consulting's Corporate Finance organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations,...Rotational programFull timeWork at officeImmediate startVisa sponsorshipWork visa- ...You will support CFO advisory engagements, develop knowledge management tools, and help shape client solutions across strategic, operational and financial opportunities. In this role you will train junior staff, contribute to internal practice development and lead...
- NextGenEnergyJobs is seeking an FP&A analyst to lead post-close financial integration planning for acquired entities and support... ...scalable Excel models, conduct variance analysis, and contribute to strategic finance initiatives across FP&A, Corporate Development, and accounting...
- ...advisor team business model has been adopted by more and more financial advisors. Whether you’re interested in building a team around... ...clients’ unique estate planning and wealth management needs Strategic alliance programs that can help you grow your practice through...Local area
- ...Responsibilities Contribute to the development and implementation of financial plans for clients Support the wealth planning team through... ...be an enthusiastic, effective team player Ability to think strategically and creatively in a fast-paced environment Proven ability to...Local area
Lido Advisors, LLC
Brooklyn, NY1 day ago $44.86k - $57.4k
...local community! ABOUT YOUR ROLE Accurately process routine financial transactions for banking customers with an emphasis on... ...Cards, Credit Cards, Wealth and Trust services as well as other strategic sales goals as directed by management. Solicits new consumer...Work at officeLocal areaFlexible hoursNight shiftOceanFirst Bank
Flushing, NY2 days ago$20 - $26.75 per hour
...needs through thoughtful, needs-based conversations. Leverage strategic questioning to match products with client goals. Sales and Marketing... ...and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview...Local areaMonday to FridayFlexible hoursWashington Trust Bank
Brooklyn, NY3 days ago$41.5k - $65.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness...Contract workPart timeLocal areaImmediate startDay shiftKoitecc Solutions
Brooklyn, NY15 hours ago$85k - $120k
...progress in their professional careers. Summary The Senior Financial Planner works closely with advisors to create, update, analyze, and... ...troubleshoot connections for client personal financialwebsites. Strategic Involvement & Support Mergers and Acquisitions Support:...Temporary workWork at officeLocal areaFlexible hours$152.37k - $186.23k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...ensuring the portfolio remains healthy while supporting clients’ strategic needs.A successful candidate will demonstrate exceptional...Temporary workWork experience placementLocal areaU.S. Bank
Brooklyn, NY3 days ago- ArborWorks, LLC is seeking an FP&A Analyst to deliver accurate financial analyses, forecasting, and performance reporting. The role partners with Operations, Billing, Revenue, and Finance to translate data into actionable insights that improve forecasting accuracy, cost...
- AT&T in Dallas is seeking a Principal Financial Analysis to support profitability, financial performance, and data-driven decisions. You will partner with Sales, Operations, Accounting, and Finance to develop forecasting models and dashboards, leveraging automation and...
- Vultr is seeking a Senior Financial Analyst, FP&A to help build the planning and analysis engine of a high-growth AI infrastructure company in hyper-growth mode. This is a generalist seat with unusual breadth: you will work across the full three-statement model supporting...Contract work
- Alarm.com is seeking an FP&A Analyst to join our Financial Planning & Analysis team with a primary focus on supporting Alarm.com’s Commercial portfolio and related emerging businesses. You will partner with business leaders to understand performance, evaluate investments...
- Pet Food Experts in Pawtucket, RI, is seeking a Senior Financial Analyst to partner with Warehouse and Transportation teams and support corporate SG&A budgeting and reporting. The role translates complex operational data into actionable financial insights to drive cost...
- ...environment, which is presenting people with once-in-a-generation financial challenges. Origin is tackling this problem head on by... ...Catalyst. THE ROLE Mission As an Origin Network Financial Planner, you'll get to work with members from all walks of life, from the...Hourly payPart timeRemote workFlexible hours
Origin
Brooklyn, NY4 days ago $29.47 per hour
...data-informed enrollment strategy to improve market distinctiveness, and execute the campus strategic plan. The division comprises the offices of Enrollment Management, Financial Aid & Scholarships, University Registrar, and Undergraduate Admissions. The Office of...Hourly paySeasonal workWork at officeLocal areaNight shiftUCI group
Brooklyn, NY4 days ago$100k - $130k
...Supplemental Programs – We offer additional options to secure your financial future including supplemental life, hospitalization, critical... ...BU product categories. The Finance Manager is responsible for strategic planning, annual budgeting, financial forecasts, and financial...Full timeTemporary workLocal areaRemote workWorldwideHalyard Health
Brooklyn, NY5 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...63, and more Certified Financial Planner® licensing support2 Fully company-... ...Company commissions and fees, Strategic Employee Benefits Services commissions,...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Jersey City, NJ4 days ago$38.81k - $40k
...Type Admin/Professional Department Department Admissions and Financial Aid Full or Part Time Full or Part Time Full Time Pay Grade Pay... ...student experience, and work in alignment with the university’s Strategic Plan. Other Duties: Perform other duties as assigned....Full timeTemporary workPart timeWork at officeRemote workFlexible hoursNight shiftWeekend work2 days per weekNortheast Ohio Medical University
Brooklyn, NY1 day ago- Lalo is seeking a Financial Analyst to partner with our CEO and CFO on 13-week cash flow modeling, budgeting, monthly reporting, and data analysis. You will help guide strategic decisions across the company and present findings clearly to leadership. We are building a Miami...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Planner. Be the first to apply!
Related searches
- senior wealth advisor Brooklyn, NY
- associate corporate finance Brooklyn, NY
- financial advisor development program Brooklyn, NY
- associate leveraged finance Brooklyn, NY
- patient financial counselor Brooklyn, NY
- financial planning assistant Brooklyn, NY
- jde finance consultant Brooklyn, NY
- senior financial advisor Brooklyn, NY
- financial advisor part time Brooklyn, NY
- financial advisor training program Brooklyn, NY