Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning Associate

NFP, an Aon company

NFP, an Aon company, is seeking a Wealth Planner in New York City to assist clients with financial planning needs, including estate planning and overall wellness. This entry-level role focuses on foundational experience in wealth management while collaborating closely with senior advisors. The ideal candidate will possess a Bachelor's degree, 0-3 years of experience, and a keen interest in financial planning concepts. We offer a competitive salary of $68,000 - $91,000, 401(k) with match, and other benefits. #J-18808-Ljbffr

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Financial Planning Associate in New York, NY vacancy
  •  ...Del-Sette Capital Management is seeking a motivated Financial Advisor to join our team in an in-office or hybrid role. You will support senior advisors with financial planning, client meetings, and follow-up tasks, gaining hands-on exposure to client-facing advisory work... 
    Suggested
    Work at office

    Del-Sette Capital Management

    New York, NY
    9 hours ago
  • Summary The Planning & Insurance associate is responsible for executing the firm’s planning and insurance processes. This role will support and be...  ...Insurance department. Responsibilities Implement firm’s financial planning process including PX assumptions, template, concept... 
    Suggested
    Work at office
    Home office

    Northwestern Mutual

    New York, NY
    1 day ago
  •  ...RBC is hiring an Associate in Non-Traditional ABS Origination to support bankers in business development and transaction execution. You will play a key role in drafting presentations, coordinating transactions, and managing market data while collaborating with various... 
    Suggested

    RBC

    New York, NY
    1 day ago
  •  ...About the job Remote Entry Level Financial Associate Are you looking for a career that allows you to make a difference in peoples lives while...  ...Collaborate with team members to develop tailored financial plans. Build lasting client relationships and foster trust... 
    Suggested
    Full time
    Part time
    Remote work
    Work from home

    Prosper Peak Financial

    New York, NY
    1 day ago
  • $65k - $85k

     ...We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate...  ...in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products... 
    Suggested

    Elite Partners LLC

    New York, NY
    1 day ago
  •  ...journey where your skills, compassion and dedication will make a remarkable difference in the lives of those we serve. Job Summary: A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients regarding the admitting and discharging... 
    Full time
    Temporary work
    Part time
    Work at office

    Memorial Physician Practices

    New York, NY
    1 day ago
  • $22 - $26 per hour

     ...Financial Counselor Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate... 
    Hourly pay
    Full time
    Monday to Friday
    Flexible hours

    Pinnacle Fertility

    New York, NY
    2 days ago
  • $29.94 per hour

    ## Financial RepresentativeApplylocations: 111 East 210th Streettime type: Part timeposted on: Posted Todayjob requisition id: JR22988...  ...– who we are at Montefiore and all that we have to offer our associates, please click here.**Job Summary**The position is responsible... 
    Hourly pay
    Part time
    Work experience placement
    Monday to Friday
    Shift work
    Weekend work

    Montefiore Hudson Valley Collaborative

    New York, NY
    1 day ago
  •  ...verifying insurance information, and collecting payments for financial responsibilities. The role also involves gathering and scanning...  ...recruit, hire, train, transfer, promote, layoff and discharge associates in all job classifications without regard to their race, color... 
    Part time
    Work experience placement
    Weekend work

    Montefiore Medical

    New York, NY
    2 days ago
  •  ...Northeast Financial Network (NEFN) – Holmdel, NJ | Boston, MA | Long Island, NY | New York City | Philadelphia, PA | Ridgefield, CT Launch...  ...\'ll help clients protect what matters most, build wealth, and plan confidently for the future. You\'ll have the opportunity to... 

    Northeast Financial Network

    New York, NY
    3 days ago
  •  ...Soteria Reinsurance Ltd. in Greenville, DE is looking for a Financial Consultant to work with clients and offer personalized financial planning. You will provide comprehensive investment solutions and retirement plans while engaging in meaningful interactions with clients... 

    Soteria Reinsurance Ltd.

    New York, NY
    1 day ago
  •  ...Financial Solutions Advisor - Southern NJ Market Absecon, New Jersey;Toms River, New Jersey...  ...investment goals, building a financial plan, and recommending brokerage products....  ...information on the in-office expectations associated with your role. These expectations are... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Absecon, NJ
    1 day ago
  •  ...of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met...  ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses.... 
    Immediate start

    MRINetwork

    New York, NY
    5 days ago
  •  ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern...  ...financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future... 
    Local area

    Modern Woodmen

    New York, NY
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    New York, NY
    3 days ago
  • $45k - $100k

     ...to the volume of applicants. Join a financial services firm where your contributions are...  ...center of our partnership. Edward Jones associates are seen, heard, respected, and...  ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    New York, NY
    1 day ago
  •  ...Northwestern Mutual is rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth plan. Northwestern ranks #114 on Fortune’s 500, was named the “World’s Most Admired” life insurance company according... 
    Work at office

    Northwestern Mutual – NYC

    New York, NY
    3 days ago
  • $62.4k - $64.35k

     ...Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our...  ...-time and part-time employees includes a comprehensive health plan, flexible time off options, and savings and investment plans. Seasonal... 
    Full time
    Temporary work
    Part time
    Seasonal work
    Immediate start
    Flexible hours

    Popular

    New York, NY
    3 days ago
  • $58.44k

     ...This position will provide personal financial services at assigned military installations...  ...service members in establishing a spending plan for extended absences. Develops and...  ...required. May consider applicants with an associate degree plus 4 years' experience in lieu... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    New York, NY
    9 hours ago
  •  ...with a fast-growing independent wealth management firm seeking a planning-focused Wealth Advisor to join its NYC office. This is an...  ...you'll bring 5+ years of wealth management experience Strong financial planning background with HNW clients Interest in technology, innovation... 
    Full time
    Work at office

    Diamond Consultants

    New York, NY
    1 day ago
  •  ...world – for our customers, our people, our investors, our communities and the planet we all share. The Financial Planner is a contributing member of HSBC’s Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance,... 
    Work at office

    HSBC

    New York, NY
    3 days ago
  •  ...Overview The Financial Counselor is part of the Financial Investigation Department that serves all locations within OBH and is a key...  ...website: Used for online applications for Medicaid and other health plans. ACCESS HRA: The online portal for applying for Medicaid and... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work

    One Brooklyn Health

    New York, NY
    23 hours ago
  • $250k

     ...grow the small business client and implement appropriate sales plans to target Book of Business customers * Deliver client services...  ...to uncover opportunities, and present product offers/financial solutions * Understand and comply with Citibank policies, standards... 
    Full time

    Citi

    New York, NY
    1 hour ago
  • $19.23 - $28.37 per hour

    ## Financial Wellness AssociateApplylocations: Ingomar, PAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October...  ...clients' overall financial health through education, planning, and tailored financial strategies.* Knowledge of various financial... 
    Hourly pay
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    KeyCorp

    New York, NY
    3 days ago
  • $55.25k - $66.3k

     ...Financial Advisor Join to apply for the Financial Advisor role at Ameriprise Financial Services, LLC . Are you looking to advance your...  ...venues, and asking for referrals. Develop and execute a marketing plan to attract and engage target audiences that will attract client... 
    Full time
    Work experience placement
    Local area

    Ameriprise Financial Services, Inc.

    New York, NY
    3 days ago
  • $65k - $70k

     ...Financial Counselor The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based...  ...Responsibilities: Work closely with management to develop and plan monthly financial workshops both in-person and virtually... 
    Work at office
    Work visa
    Monday to Friday
    Afternoon shift

    Phipps Houses

    New York, NY
    5 days ago
  • $400k

    A leading financial services firm is seeking Sales Consultants to support small and mid-sized businesses in accessing capital solutions. Candidates will thrive in a commission-based role with potential earnings of $400,000 to $600,000 annually. The role emphasizes building... 

    High Rise Capital Group

    New York, NY
    1 day ago
  • $48k

     ...Job Details Title: Financial Counselor Location: Jobs Plus - Bronx, NY 10454 (Millbrook Community Center Program, Jobs Plus) Salary:...  ...years of experience in finance, financial education, financial planning, or a related field. Excellent verbal and written communication... 
    Full time
    Contract work
    Casual work
    Work at office
    Monday to Friday

    East Side House Settlement

    New York, NY
    3 days ago
  • $75k

     ...Hudnall Capital Advisors is seeking a motivated entry-level Financial Advisor to join our expanding team. The ideal candidate will have...  ...skills. Responsibilities include developing tailored financial plans and securing new clients. The role offers a commission-based compensation... 

    Hudnall Capital Advisors

    New York, NY
    1 day ago
  •  ...Allstate Insurance Co. is seeking a Financial Specialist to build a financial services practice with comprehensive support from the Allstate network. You'll meet customers in person, facilitating relationships and generating new business for your agency. Requirements include... 
    For contractors

    Allstate Insurance Company

    New York, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Associate. Be the first to apply!