Financial planner jobs in Garden City, NYCreate job alerts

They focus on proactive, strategic planning for clients with complex financial needs and a minimum discretionary income of $1 million+. Role Summary: The Senior Tax Manager will be a key member of ...

As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone ...

The firm prides itself on personalized service and proactive tax planning for clients with complex financial needs, including those with a minimum discretionary income of $1 million+. Role Summary

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help ...

Financial Planning Support Specialist At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance ...

Strong knowledge of financial forecasting, budgeting, and financial modeling techniques. * Experience leading and building budgeting processes including corporate planning and budgeting; strategic ...

Projects inventory based on forecasted sales, planned purchases and other adjustments to provide Sales and Finance with data for capital analysis and budgeting. * Allocates inventory based upon the ...

And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities. You'll partner with clients by creating ...

It will also involve planning purchases and managing inventory to achieve financial objectives (e.g. maximizing sales potential, minimizing loss from phase-outs and stock-outs) and work closely with ...

Member Fraud Support Specialist Say Hello to Working on the Bright Side We are Jovia Financial ... Positively support the Department Manager in planning, maintaining and achievement of strategic ...

... financial performance. We are driven to create exceptional value for our customers--some of the ... planning efforts. - Identify and onboard new products and suppliers. - Seek out and onboard new ...

Planning. As a Financial Advisor, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were ...

Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? * The ability to present ...

... management, demand planning, and supplier relationships. The Senior Director of Procurement ... operations, finance, sales, and marketing, to ensure alignment and integration of supply chain ...

... Finance, and Supply Chain standards, 850,855,810,856,811 860,865, 820, 832, 844, 845, and 849 ... Experience with SAP or other large enterprise resource planning software * Experience working with ...

... planning food supplies, as directed by the supervisor. * Reports necessary equipment repair and ... Inspired to perform well when granted the ability to set your own schedule and goals Financial

You should also be able to advise clients on tax planning, tax research, and tax compliance. We ... Bachelor's degree in accounting, taxation, finance, business or related field. * Certified Public ...

Responsible for planning and executing the full scope of audits for a variety of businesses. * Prepare, review and analyze financial statements. * Simultaneously, scheduling, staffing and ...

... planning food supplies, as directed by the supervisor. * Reports necessary equipment repair and ... Inspired to perform well when granted the ability to set your own schedule and goals Financial

... degree in Finance or Accounting. • At least 3 years of relevant experience in cost accounting. • Proficiency in Microsoft Excel. • Experience working with ERP systems in a manufacturing ...

... statutory financial statements and footnotes • Manage and direct handling of Investment ... • Business Planning and Management • Communication and Presentation verbal & written • ...

... • Financial planning for high-net-worth individuals (estates, gifting, & IRA) Why is This a Great Opportunity: Client is growing and need another tax accountant/professional to join their team ...

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Certified Financial Planner (CFP) designatio...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.