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
- ...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
- ...strategy. This role will involve preparing earnings materials and strategic investor communications while collaborating with multiple... ...with 10-15 years of relevant experience, including expertise in financial modeling and compliance with SEC regulations. This position...Suggested
- Demant is seeking a Financial Analyst to join their Finance Business Partner Department in New Jersey. This role involves providing data... ...analyzing business performance versus metrics, and supporting strategic initiatives. The ideal candidate possesses at least two years...Suggested
$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...Suggested- A leading audio streaming company is seeking an exceptional Analyst to join its Strategic Planning Finance team in New York City. In this role, you will support various financial planning processes and collaborate with cross-functional finance partners. The ideal candidate...SuggestedWork from home
$67.17k - $95.96k
Spotify’s Strategic Planning Finance group is seeking an exceptional Analyst to join its team. In this role, you will help support a wide cross-section of Spotify’s financial planning and analysis work, ranging from the company’s long-range plan, legal entity structure...Work from homeFlexible hours- Macy's is seeking a Financial Planning Analytics Specialist to support financial forecasting and planning. This role includes analyzing sales, gross margin, and cash flow to inform strategic business decisions. The ideal candidate will have 3-5 years of related experience...
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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...- MassMutual is seeking a Strategic Expense Management Analyst in New York to join their Strategic Expense Management team. The role requires an experienced finance professional with strong analytical capabilities and the ability to manage medium-complexity work. Responsibilities...
$95k - $140k
Corporate Finance, Strategic Finance - Associate / Assistant Vice President New York, New... ...large scale responsibilities across financial and managerial reporting, budgeting, forecasting... ...firm Familiar with private market investments such as private equity, hedge funds,...Full timeWork at officeRemote work- 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...
- A leading financial institution in New York is seeking an Analyst for its Investment Banking - Strategic Investment Group. The role involves executing transactions, building financial models, and drafting presentation materials. Ideal candidates will have a Bachelor's...
- ...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 financial services group in New York is seeking a detail-oriented Analyst to support strategic initiatives. The ideal candidate will have a Bachelor's degree and 1-3 years of relevant experience. Responsibilities include conducting market research, managing projects,...
- A leading financial institution is seeking an Analyst for their Strategic Investment Group in New York. This role involves executing transactions, building financial models, and participating in due diligence for M&A processes. Ideal candidates should have a Bachelor's...
- Citigroup Inc. is seeking an experienced investment advisor to lead growth in investment revenue with Ultra High Net Worth clients in New York... .... The role involves minimizing client risk through strategic advice and closely partnering with other divisions within Citigroup...
$100k - $125k
...East Rutherford, NJ. The role involves supporting complex strategic transactions, financial modeling, and collaborating with senior executives.... ...years of relevant experience in corporate development or investment banking. Strong project management and communication skills...- 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
- ...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
- ...Associate to join our industry leading M&A Strategic Investors Group. As an Associate in M&A... ...pitches, reviewing and formulating financial analysis, preparing and presenting internal... ...function skills in the major areas of investment banking and will demonstrate the...Work experience placement
- 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...
- Kinetico Incorporated is seeking a Senior Financial Analyst to provide insights for strategic decision-making. The role involves financial analysis, mentoring Financial Analysts, and improving financial processes. Required qualifications include a Bachelor's degree in Finance...
- ...A financial services firm is seeking a motivated individual for a business development role focused on expanding their presence among fee-only Registered Investment Advisors. You will build strategic relationships, educate clients on their insurance planning model, and...
- ...Private Equity and Credit Funds. This role involves overseeing financial processes, preparing management forecasts, and collaborating... ...financial analysis and modeling, ensuring accurate reporting and strategic planning. This position offers the opportunity to work closely...
$145k - $185k
...Job Description Job Description Job Summary Strategic Investment Analyst Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Strategic Investment Analyst – Initio Capital Location: New...Full timeContract workTemporary workPart timeCasual workInternship$140k - $185k
...firm in New York seeks a Portfolio Program Manager to oversee investment portfolios and coordinate initiatives across various programs.... ...performance, developing dashboards, and ensuring alignment with strategic objectives. This position offers a competitive salary range of...- A financial services provider in Kentucky is seeking a Commercial Banking Relationship Manager II to develop banking relationships and manage a client portfolio. The role requires a Bachelor's degree and 5-6 years of account management experience, with a focus on delivering...
- ...the Role To build relationships with financial advisors by initiating outbound conversations,... ...partnership meetings. This role fuels strategic alliances that drive long-term client... ...advisors, RIAs, wealth managers, and planners Identify firms serving families with high...
$100k - $160k
MELE Associates, Inc. is seeking a Real Estate Program Analyst to support strategic goals in real property asset management. This hybrid role, located in Washington, DC or Albuquerque, NM, emphasizes market research, title work, and project management. Candidates should...- ...Investment Executive (Financial Advisor) Indian Shores/Largo, FL Make banking a Fifth Third better. We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION Accountable for overall...
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