Senior Financial Planner
RANGE
A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through innovative technology. This role requires an individual with strong financial planning skills and active CFP, CPA, or similar certifications. You will work collaboratively with a diverse team, implementing financial plans and engaging with product development. The role offers comprehensive health benefits, competitive pay, and a hybrid work environment. #J-18808-Ljbffr
- ...BPP Wealth Solutions is looking for a Senior Financial Planner to help lead our team and work with our clients to help fulfil their dreams. You'll join a collaborative team of 2 other financial planners who share in the workload, so you're never carrying it alone. If...SeniorWork at office2 days per week3 days per week
- ...looking for a Vice President as a Banker in New York City. This role involves managing relationships with clients, providing strategic financial advice, and addressing complex financial needs. The ideal candidate will have 6-10 years of experience in Private Banking with a...Senior
$350k
...Long Island or New Jersey. About the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and... ...to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset...Senior- ...Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry... ...people! About the role We’re looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors. This...SeniorWork at officeRelocationMonday to FridayFlexible hours
- A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over...Senior
$110k - $130k
As a Sr. Financial Planner at Facet, you will work directly with members as their financial life coach and guide, helping them improve their lives by inspiring and empowering them to reach their financial goals, both big and small. You will not only be responsible for providing...SeniorTemporary workRemote workFlexible hoursNight shift$49k - $60k
...development opportunities, and more! Apply today to make an impact in the local community! About Your Role Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and...SeniorBank staffWork at officeLocal areaFlexible hoursNight shift$90k - $110k
...diverse, and we are committed to embracing diversity of thought, experience, and perspective across our team. We're looking for a Senior Financial Analyst, FP&A to join our Finance team. Reporting to the Senior Manager, FP&A, you'll play a key role in helping leaders...SeniorFull timeWork at officeRemote workWork visaFlexible hoursShift work1 day per week$125k - $145k
Senior FP&A analyst Location: Hybrid in New York City (3 day in-office requirement) Qualifications: 4+ years of experience as an FP... ...FP&A processes and reporting Exposure to additional financial reporting systems and data sources (e.g. Pigment, NetSuite) A...SeniorOngoing contractFull timeWork at office- ...Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch...Senior
- ...seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver holistic...Senior
- A leading global law firm is seeking a mid-level finance associate with 3–5 years of experience to join its finance practice in New York. The role offers opportunities to work on complex lending structures and innovative financing arrangements while collaborating with ...Senior
- ...Full Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients...SeniorFull time
$90k - $150k
...Ytswealth is seeking a driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new...SeniorFull time$130k - $150k
...Job Overview – Senior Finance Associate (Remote) Compensation: $130,000 – $150,000/year + bonus Location: New York, NY (Remote... ...supporting corporate accounting, partnership tax reporting, and financial planning within a financial services environment. This role is...SeniorRemote work$90k - $130k
...The Alliance for Media Arts and Culture is seeking a Senior Finance Consultant to manage financial operations for nonprofit arts organizations. This role involves leading budgeting initiatives, overseeing audits, and reporting financial performance. We require 10+ years...SeniorRemote work- ...with Finance leadership and business unit executives to support financial planning, reporting, and operational analysis across multiple... ...Develop executive-level presentations and financial materials for senior leadership meetings and business reviews. Produce timely ad hoc...Senior
- ...Job Overview Corporate Finance Analytics ("CFA") is part of the Financial Analysis group of JPMorgan Chase. The team provides financial analysis and perspective to senior management to support decision‑making on high‑profile, topical issues. As a Senior Associate on this...SeniorVisa sponsorship
$170.5k - $284.1k
...of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term...SeniorTemporary workWork experience placement- ...’s Strategic Finance team plays an integral role in delivering financial insights and decision-making support across the organization. As... ...and financial analyses, delivering financial reporting to senior management, and partnering with key cross‑functional teams to provide...SeniorWork at officeRemote workFlexible hours
$150k - $200k
Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While... ...forward — and for careers to take flight. We are seeking a Senior Fund Accountant to serve as the direct deputy and right hand to...SeniorFull timeLocal areaNight shift- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide.... ...high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related...Senior
- ...colleagues, and an eagerness to reimagine the world of luxury furnishings. As our Senior Associate of Strategic Finance, you will play a pivotal role in driving Maiden Home’s financial strategy and operational excellence. You will own and refine our financial model, ensuring...SeniorFull timeTemporary work
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countrys largest private banks, this could...Senior
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities...SeniorWork at office
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered...SeniorRemote work
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management... ...wealth plans that include a coordinated financial strategy that aligns with each client's... ...wealth advisor will be an experienced planner, thoughtful listener, have a strong team...Senior
$77k - $202k
...Applicable Specialism Finance Management Level Senior Associate Job Description & Summary At PwC, our people... ...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs...SeniorH1b- ...be obtained with a 120‑day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications Five or more years working directly with clients in the financial services...Senior
- ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance...SeniorFull timeLocal area
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