Strategic Wealth Advisor
Charles Schwab
Charles Schwab is seeking a Financial Consultant in New York, NY. This role focuses on providing financial guidance to clients and building lasting relationships to help them achieve their financial goals. Candidates should have a valid FINRA Series 7 license, and will be expected to obtain additional licensing. Schwab offers a supportive culture where employees can grow their careers with competitive benefits, including 401(k) matching, paid parental leave, and ongoing professional development opportunities. #J-18808-Ljbffr Charles Schwab
$10k
...want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it.About the Role Ramp's Strategic Finance team sits at the center of how the company allocates its time and resources. We're hiring across three complementary...SuggestedFull timeWork at officeHome officeFlexible hours$87.19k - $114.43k
Hi, we're Oscar. We're hiring an Associate, Strategic Finance to join our FP&A team.Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health...SuggestedFull timeWork at officeFlexible hours- ...Description At C&A Financial Group, our advisors are known as Cash Flow Strategists —trusted... ...Financial Group provides comprehensive strategic planning and guidance, helping our... ...philosophy is based upon cash flow. Identifying wealth accumulation, protection, distribution,...SuggestedWork at officeWork visa
$73.6k - $128.8k
...you'll have the opportunity to develop expertise across multiple areas of finance while working on projects that directly influence strategic decisions at the highest levels of the organization.Basic qualifications- Bachelor's degree in finance, accounting, business,...SuggestedFlexible hours$175k - $210k
...want to build alongside people who care deeply about each other and our customers, we'd love to meet you. About The Role As a Strategic Finance Manager, you will drive the core workstreams that keep our financial engine running: the operating model, the quarterly...SuggestedRemote work$125k - $150k
...Associate, Strategic Finance Yieldstreet Inc. New York, New York, United States About this position About Willow Wealth Willow Wealth is a leading private markets investment platform. We believe that private markets investment products should be a fundamental part of...Temporary workWork experience placement$135.7k - $170.2k
...experiences, and build a legacy that inspires future generations. Team: Finance Location: New York, NY or Surrounding Areas As part of the Strategic Finance team, you will help scale the financial reporting, analytics, and planning capabilities and empower decision makers across...Relocation packageFlexible hoursShift work- ...reimagine the world of luxury furnishings. As our Senior Associate of Strategic Finance, you will play a pivotal role in driving Maiden Home’s... ...ago New York, NY $90,000.00-$110,000.00 5 days ago Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Finance...Full timeTemporary work
- ...Corpay is currently looking to hire an Associate, Strategic Finance. This position falls under our Corporate line of business and is located in our Atlanta, GA global headquarters. In this role, you will serve as a key partner to executive leadership, supporting consolidated...Currently hiringWork at officeLocal area
- ...the world. The Role The Monad Foundation is looking for a Strategic Finance Associate to play a critical role in overseeing the... ...fiat and crypto holdings Partner with external accounting advisors and vendors to ensure accurate and compliant accounting and reporting...Work at office
$135k - $145k
...Strategic Finance AssociateNew York, NY (Hybrid)About the RoleBehind many of life's most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint is building...Temporary workWork experience placementWork at officeLocal areaFlexible hours2 days per week$100k - $130k
...Associate, Strategic Finance Headquarters - New York, NY 11215 Overview Salary Range $100,000.00 - $130,000.00 Description The Role Gotham Greens is seeking a highly motivated and detail-oriented Strategic Finance Associate to join our team. This role...- ...-to-day execution. Drive financial visibility by owning reporting, forecasting, KPI setting, and board‑ready communications. Lead strategic projects that require both financial rigor and operational follow‑through — from building models to coordinating implementation across...Work experience placement
$10k
...want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Ramp's Strategic Finance team sits at the center of how the company allocates its time and resources. We're hiring across three complementary...Full timeWork at officeHome officeRelocation packageFlexible hours$100k - $115k
...Senior Associate, Strategic Finance (FP&A) - eCommerce Industry I'm working with one of my favorite clients, a dynamic eCommerce brand, to hire a commercially-minded Senior Associate, Strategic Finance (FP&A) to be a thought partner to senior leadership and help shape...Work at officeFlexible hours3 days per week$100k - $140k
About the RoleiCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance...Full timeWork at officeRemote work$85.1k - $161.7k
...nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital...Full timeWork experience placementInternshipLocal area- We are seeking a dynamic Associate to join the Strategic Financing Solutions team. J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust...Work experience placement
$100k - $135k
...make you, you - unlocking easier, more secure, and more seamless experiences - making them all feel like magic. As part of the Strategic Finance team, you will work closely with business leaders to support forecasting, budgeting, pricing and other high-impact strategic...Casual workWork at officeFlexible hours$131k
About the Role As part of the Strategic Finance team, you will help scale the financial reporting, analytics, and planning capabilities and empower decision makers across our different businesses and functions. You will play a key role in all aspects of financial reporting...Full timeWork at officeRemote work- Oscar is hiring an Associate, Strategic Finance to join our FP&A team in New York City. This role supports financial planning, analytics, and business insights across Corporate, Operations, and Technology. You will partner with Finance leaders on reviews, projections, and...
- HSBC in New York seeks a Wealth Relationship Manager to work with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. You will provide solutions across banking, investments and insurance based on client objectives...
- Uber is seeking a strategic FP&A professional in New York to scale financial reporting, analytics, and planning. You will partner with company leaders to forecast, model, and operationalize insights across Mobility, Delivery, and other lines of business. The role emphasizes...Work at office
- ...projects from concept to execution, and partner across the business to support data-driven financial decisions. With 2-3 years in strategic or corporate finance in a high-growth tech setting, you will build robust financial models, analyze trends, and balance growth with...
- Beast Industries, led by MrBeast, is seeking a Senior Associate, Strategic Finance in New York, NY. You will help build the planning infrastructure that guides growth, strategy, and performance, partnering with Finance, Operations, and Executive teams to translate priorities...
- ...analytical capabilities and a commercial mindset to join a dynamic Strategic Finance organization. This position plays an integral role in... ...is a hybrid role, 4 days per week in Manhattan, with some meetings at the Northern NJ office. #J-18808-Ljbffr Phyton Talent AdvisorsWork at office
- ...professional with strong analytical capabilities for a role in Strategic Finance. You will develop forecasts for multiple funds, build... ...with a background in investment banking preferred. Hybrid role, four days per week in Manhattan. #J-18808-Ljbffr Phyton Talent Advisors
$1,000 - $2,030 per month
...pushing the boundaries of technology to deliver cutting-edge products that meet the evolving needs of our clients. About the Role The Strategic Finance Associate will be a core member of Lab37's finance team, supporting financial planning and analysis, unit economics,...Full timeContract workTemporary workFor contractorsFor subcontractorWork at officeFlexible hours$140k - $150k
Strategic Finance Associate | Series B SaaS | NYC $140,000 - $150,000 + equity SoHo, NY (4 days p/w in office) Talentedge are supporting a market‑leading and category defining SoHo based SaaS startup on a newly created Strategic Finance Associate position, owing to explosive...Work at officeImmediate start- ...businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy. The Strategic Finance team supports data-driven insights to guide strategic, financial, and operational decisions across Toast. We’re seeking a...Local area
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