Senior Financial Planner
EP Wealth Advisors
EP Wealth Advisors—EPWA—is seeking a Senior Financial Planner to collaborate with advisors in developing tailored financial plans for high-net-worth clients in the region. You will lead planning efforts, analyze client data, and present actionable strategies to help clients achieve financial goals. You will mentor associates, improve planning workflows, and participate in professional development while staying current on industry legislation and market trends. #J-18808-Ljbffr
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner in Brooklyn, NY vacancy
$85k - $120k
...to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Summary The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region....SeniorTemporary workWork at officeLocal areaFlexible hoursEP Wealth Advisors
Brooklyn, NY15 hours ago- ...we're building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission... .... About the role We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting...SeniorWork at officeRelocationMonday to Friday
53 Stations
Brooklyn, NY15 hours ago - Range is seeking an experienced Senior Financial Planner to craft comprehensive financial plans for members and support them via our asynchronous messaging platform. You will collaborate with a team of advisors to apply subject matter expertise and deliver value-driven...Senior
- ## Senior Personal BankerApplylocations: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R159795**About... ...the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most...SeniorWork experience placementH1bWorldwideFlexible hours
Northern Trust
Brooklyn, NY22 hours ago - • At least 18 years of age • High school diploma, high school equivalency or currently attending high school • Ability to communicate clearly and professionally in both Spanish and English • Six months of accountable cash handling/transaction management in a retail or customer...SeniorWork at officeFlexible hoursAfternoon shift
RadNet
Brooklyn, NY2 days ago - ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking...SeniorTemporary workWork experience placementImmediate start
Wells Fargo
Flushing, NY4 days ago $110k - $135k
...Job Description Posted Wednesday, July 29, 2026 at 4:00 AM Washington Trust is seeking a highly skilled and client-focused Senior Financial Planner to join our Wealth Management team. In this role, you will create and present comprehensive financial plans for our High...SeniorTemporary workWork at office- Regions Financial Corporation in Panama City, FL is seeking a Senior Consumer Relationship Banker to meet with customers to determine financial needs and proactively offer solutions across lending, investments, and wealth opportunities. The role emphasizes building Preferred...Senior
- Regions Bank is hiring a Senior Consumer Relationship Banker in Athens, TN. The role focuses on meeting customer financial needs, expanding existing relationships, and providing guidance on Regions' products and services, including loans, deposits, and investments. The...Senior
- Community Financial System, Inc. (CFSI) is seeking a Senior Relationship Banking Representative to join our Retail Banking team in Vermont. You will deliver high-quality, end-to-end service, build relationships, and support customers' financial goals. You will handle complex...Senior
- Northern Trust in Dallas, TX is seeking an experienced Senior Personal Banker to deepen client relationships and deliver holistic financial services. You will guide clients through complex banking needs, on-boarding new accounts and coordinating cross-functional support...Senior
- RadNet, Inc. is seeking an energetic teller to join our team in Texas. The role requires 18+ years old, a high school diploma, and fluency in Spanish and English. The candidate will handle cash transactions in a fast-paced setting, cross-sell bank products, and provide ...SeniorFlexible hoursAfternoon shift
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...SeniorFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
$95.6k - $188.4k
Position Summary Senior Consultant, Anti-Money LaunderingAbout Deloitte Regulatory, Risk & ForensicOur Deloitte Regulatory, Risk... ...clear guidance to othersThe TeamOur Forensic, Discovery, & Financial Crime offering provides services to support anti-money laundering...SeniorVisa sponsorship$116.2k - $229.1k
...Cash, and Record to Report processes, with the goal to enhance financial and operational performance, manage financial and audit risks,... ...their organizations. We are seeking a motivated and analytical Senior Consultant to join our Operational Finance Transformation team....SeniorLocal area- Join a team where your work connects technology investments to business outcomes. You will partner with senior leaders to drive financial discipline, transparency, and operational efficiency. This role offers strong exposure and the opportunity to influence strategy, governance...SeniorWork at officeFlexible hours
$105.4k - $207.8k
...empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech...SeniorLocal areaVisa sponsorship- ...Solana Beach, CA, that provides integrated financial planning and investment management to... ...to our exceptional team. Job Summary The Senior Financial Advisor serves as the lead... ...and Qualifications Certified Financial Planner (CFP®) designation. CPA is a plus. Bachelor...SeniorRemote work
Blankinship & Foster LLC
Brooklyn, NY4 days ago $110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...SeniorVisa sponsorship$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients... ...that improve decision-making, manage risk, and drive financial and operational value.Recruiting for this role ends on 12/31/20...SeniorLocal area- FTI Consulting is seeking a Senior Consultant in Financial Reporting & Accounting for Real Estate Solutions in a hybrid, multi-location setup (NYC, Atlanta, Roseland, Boston, Chicago). You will lead month-end closes, prepare financial statements, and support SEC filings...Senior
$80k - $90k
...The Company Salesberry Group (SG) is a financial, people, and operations firm serving organizations working in the progressive political... ...for all. The Position We’re looking to grow our team and hire a Senior Finance Associate. This role is an essential partner to our...SeniorFull timeTemporary workSummer holidayRemote workHome officeVisa sponsorshipFlexible hoursWeekend workStryker
Brooklyn, NY14 hours ago- RSM is seeking an Accounting and Finance Consultant to join its AFC practice in Tampa. You will support multiple engagements, applying technical accounting knowledge to client challenges and collaborating with managers and partners to deliver high-quality work. The role...Senior
- A utility company is seeking a Regulatory Affairs Analyst to support regulatory processes and cost recovery models in Kentucky. The ideal candidate has over 5 years of experience in the utility industry with a relevant degree. Key responsibilities include developing regulatory...Senior
- First Command seeks an experienced Financial Advisor to join our mission of guiding military families toward financial security. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term relationships, and grow...SeniorFor contractors
- The Milken Institute in Washington, DC is seeking a Senior Associate in MI Finance to advance inclusive entrepreneurship through jurisdictional... ...management and stakeholder relations skills, and a solid grasp of financial markets and policy. #J-18808-Ljbffr Milken InstituteSenior
- Blue Cross NC is seeking a Principal Financial Advisor to serve as a strategic finance leader at the intersection of financial analysis,... ...enterprise transformation. This highly visible role partners with senior leaders to influence key decisions, optimize operational...Senior
- HighTower Advisors, LLC is seeking a Senior Wealth Advisor to deliver personalized, fiduciary guidance and comprehensive financial planning for our clients within the Hightower network. You will collaborate with CPAs, attorneys and investment teams to optimize client outcomes...Senior
- Santander Consumer USA Inc. is seeking a Financial Advisor to identify client financial needs, provide investment and insurance recommendations, and grow assets under management within regulatory standards. The role involves acting as a trusted resource for clients, expanding...Senior
- Seven Springs Wealth Group is seeking a Wealth Advisor to join the flagship team, working directly with the CEO. The role focuses 75-90% on comprehensive wealth planning and client service for affluent families, with 10-25% on a specialized analytical mandate supporting...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner. Be the first to apply!
Related searches
- financial advisor part time Brooklyn, NY
- financial advisor development program Brooklyn, NY
- financial associate Brooklyn, NY
- project finance associate Brooklyn, NY
- wealth advisor associate Brooklyn, NY
- jde finance consultant Brooklyn, NY
- wealth advisor Brooklyn, NY
- senior wealth advisor Brooklyn, NY
- work from home financial advisor Brooklyn, NY
- senior financial advisor Brooklyn, NY