Strategic Financial Planner & Investment Advisor
Bank of America ATM
Bank of America is seeking a dedicated professional for a financial advisory role in New York. This position involves providing tailored financial advice to clients, developing financial plans, and recommending investment products like stocks, bonds, and managed solutions. Qualifications include holding Series 7 & 66 licenses and at least one year of experience in the investments industry. Competitive salary of $65,000–$80,000 with performance incentives and comprehensive benefits offered. #J-18808-Ljbffr Bank of America
- Investment Banking-Strategic Financing Solutions-Associate New York, NY, United States We are seeking a dynamic Associate to join the Strategic... ...for strategic situations, including private and emerging financial innovations. Our team leads the origination, structuring...SuggestedWork experience placement
- A private capital ecosystem firm is seeking Investment Strategy Advisors to provide high-level guidance in investment strategy, fund structuring... .... As independent contractors, advisors will focus on strategic investment guidance without traditional employment constraints...SuggestedFor contractorsFlexible hours
- ...York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career... ...This Opportunity This posting represents the type of Strategic Financial Planner roles featured within the Career Launch AI Private...SuggestedFull timeInternship
$70k - $80k
Bank of America is seeking a financial advisor in Oklahoma. The role involves providing comprehensive... ...them achieve financial goals through strategic planning and recommendations of... ...Series 7 & 66, with at least one year in investments or financial services. The annual...Suggested- ...You'll work in teams to deliver impactful engagements by analyzing complex business problems and providing expert advice on strategic financial issues. The ideal candidate will possess strong analytical skills, a track record of leadership, and the ability to communicate...Suggested
$100k - $115k
Remote Jobs is hiring a Senior FP&A Analyst for Muck Rack. This role focuses on driving financial analyses, supporting strategic decision-making, and collaborating across functions. The ideal candidate has 3-5 years in FP&A and strong financial modeling skills. The position...Remote job$130k - $150k
TheGuarantors in New York is seeking a Senior FP&A Analyst to join the BizOps & Strategic Finance team. This hybrid role involves supporting financial forecasting, operational efficiency, and strategic initiatives while collaborating with key stakeholders. Ideal candidates...Flexible hours- ...candidate for a role supporting senior management and stakeholders in the U.S. FP&A Team. The position involves financial reporting, budget management, and strategic initiative execution. The ideal candidate will have 1-3 years of experience and strong analytical skills,...Work at officeRemote work
$100k - $115k
A prominent retail company is looking for a Senior Financial Analyst to drive financial planning and strategic support within their organization. This hybrid role involves developing financial models, analyzing business performance, and preparing reports for senior leadership...- PSECU Pennsylvania State Employees Credit Union is seeking a Senior FP&A Analyst to provide insights and financial analysis for strategic decision making. This hybrid role requires financial reporting, budgeting, and performance analysis, ensuring collaborative support...
- D&H Distributing Co. is looking for a Senior Financial Analyst who will be responsible for financial modeling and evaluating strategic initiatives in a hybrid role based in Harrisburg, PA or Clearwater, FL. Key responsibilities include supporting analytical requests from...
$80k - $100k
Varonis is seeking an FP&A Analyst to join our finance team in New York. The role involves strategic decision-making, ownership of reports, and insights into business performance. Candidates should have 1-2 years of FP&A experience and a Bachelor’s degree in Finance or...- Marathon Health is looking for an FP&A Analyst to support strategic decision-making through financial analysis and reporting. This position involves managing budgets, assisting with financial forecasts, and providing insights for leadership. The ideal candidate will have...
$115k - $135k
*Remote Role* Strategic Finance (FP&A) - in the Sports/Tech Industry Join a growing Sports/Technology/Athletics Training company as a... ...Finance (FP&A) where you'll play a pivotal role in driving both financial and strategic goals. This is a role on a growing team with...Remote work$70k - $95k
...an FP&A Analyst to provide actionable insights to support operational and strategic decision-making. This role involves managing expense budgets, leading projects, and ensuring accurate financial forecasts in collaboration with business partners. Applicants should possess...$100k - $135k
A leading media company in New York seeks a Senior Analyst FP&A to enhance the financial planning infrastructure. This role involves strategic financial modeling, managing forecasts, and collaborating with business leaders. Candidates should possess a Bachelor's in Finance...- ETS India is looking for a high-impact Financial Planning & Analysis (FP&A) Analyst to support strategic decision-making and manage performance across the organization. The role involves developing financial models, conducting variance analysis, and preparing management...
- ...Analyst with 2+ years of experience to join their fast-paced finance team in the United States. The role involves supporting strategic financial planning, budgeting, and forecasting processes, enhancing reporting capabilities, and implementing AI automation. Candidates...
- ...New York, NY. You will own the auditing processes essential for strategic budgeting and forecasting within a rapidly growing... ...work remotely while collaborating with department heads to align financial goals. The ideal candidate will have a Bachelor’s degree in Finance...Remote job
- A dynamic financial services company is looking for a Financial Planning and Analysis (FP&A) Analyst to provide essential support to leadership... ...that values excellence, growth, and integrity while making a significant impact on strategic decisions. #J-18808-Ljbffr FountainRemote job
$70k - $90k
Versant Media is actively seeking a Senior Financial Analyst to support financial planning and analysis across its prominent brands, MS... ..., ensuring accurate financial execution, and influencing strategic decisions using data insights. The ideal candidate will hold a...$50 per hour
A private capital ecosystem is seeking Certified Strategic Investment Analysts to operate as independent contractors. The role involves analyzing... ...opportunities, evaluating risk and return, and performing financial modeling to provide actionable insights. The compensation...Hourly payFor contractorsImmediate start- ...New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career... ...About This Opportunity This posting represents the type of Strategic Investment Officer roles featured within the Career Launch...Full timeInternship
- A leading investment bank in New York seeks an M&A Strategy Analyst to support strategic evaluations of corporate transactions. The role combines financial analysis with market research, providing exposure to deal planning and execution. Candidates should have a Bachelor...
- TwinThread is seeking a highly skilled Analyst for its Strategic Investment Group team in New York, NY. The role offers an exceptional opportunity... ...to contribute to high-profile transactions at a leading financial institution. As an Analyst, you will execute transactions,...
- A leading investment banking firm is seeking a Strategic Investment Officer to blend financial analysis with strategic decision-making. This hybrid position requires strong analytical skills, a relevant Bachelor's degree, and experience in investment banking or finance...
- ...an Analyst to join our industry leading Investment Banking Mergers & Acquisitions team.... ...As an Investment Banking Analyst in the Strategic Investors Group ("SIG") M&A group: you... ...LBO), implementation of three statement financial models, detailed revenue build and other...Work experience placement
- Investment Banking - Mergers & Acquisitions - Strategic Investors Group - Analyst Description We are seeking an Analyst to join our industry leading Investment... ...(DCF, LBO), implementation of three‑statement financial models, detailed revenue build and other ad‑hoc analysis...Work experience placement
- ...acquisitions and divestitures by leading financial analysis, managing due diligence, and... ...executives. Candidates should have 5-8 years of investment banking experience, strong analytical... ...and PowerPoint. The role supports strategic transactions and requires excellent...
- Mount Sinai Medical Center is seeking a Senior Associate in Portfolio Strategy & Corporate Development to lead strategic initiatives within the organization. The role requires expertise in M&A and partnerships, with a focus on enhancing organizational growth and transformation...
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