Financial planner jobs in Jamestown, New York (NY) State

JK Executive Strategies is proud to partner with a highly regarded family-owned and operated management group as they search for their newly created Controller position!. The Controller is a key member of the finance team responsible for overseeing the financial operations of the organization. Th...

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financ...

Mitlin Financial Inc, a growing wealth management firm, is seeking an Advisor to assist in our mission of helping those we serve achieve their financial goals while finding. Maintain all continuing education requirements of a wealth advisor plus required training elements. Are you an Advisor seei...

Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability...

Permitting and Environmental Project Manager, Community Solar / Utility Scale Solar. We are seeking an Environmental and Permitting Project Manager to join our respected partner, a leading multi-technology Renewable Energy Developer with a focus on Community Solar / Utility Scale / and other rene...

This Project Manager role is an exciting opportunity to work with the Newton business to project manage the post go live stabilization phase of a major implementation project. Ensure that the project and allocated project resources remain focused on deliverables and timescales as required by the ...

The Fund Controller will oversee all accounting, operations, loan operations, FP&A and valuations. Because the team runs very lean the Controller will have similar responsibilities as a CFO and cover a wide range of tasks. The Controller will reporting into the COO and the Managing Partner. The f...

As a Manager in the CLO Operations team, you will be a key player in enhancing processes and introducing innovative ideas. OCR is excited to partner with one of the leading global credit funds in their search for a senior addition to the CLO Operations team. Minimum of 5 years of experience in a ...

The Production Support Data Analyst is a hands-on position with a focus on supporting the data accuracy and completeness within the enterprise data warehouse. Perform data validation, to insure correct data movement into the enterprise data warehouse architecture. Work with business stakeholders ...

Project financial documentation including forecasting, owner billing, subcontractor billing, change management, backup documentation. Prepare bid packages, procure materials and services to complete projects in a timely manner. Coordinate Construction Completion Walkdowns, complete handover of st...

Prudential Advisors is looking for driven, motivated self-starters in the Buffalo-Niagara area that are interested in a career in financial services. Prudential Advisors, one of the Prudential Financial Companies, is looking for individuals who are committed to making an impact in the lives of th...

MIGSO-PCUBED is looking for a passionate and communicative Project Scheduler Consultant to join our team and support our engagements in Holtsville, New York. ...

Job Title: Financial Project Manager. ...

Develop and establish the project plan baseline, including defining project scope, acquiring necessary resources, and monitoring all project activities. They are seeking for an experienced and talented Project Manager to join their US business. Minimum of 5 years of experience in project manageme...

We are delighted to be partnering with an top 20 Amlaw 100 firm to bring in a Senior Business Development Analyst in a newly created position to join their Marketing function. Within the role you will be working with an experienced senior business development manager working across some of the fi...

Role: Senior Financial Advisor - USA (SVP/Principal). Conduct in-depth financial analyses to understand clients' financial situations, goals, and risk tolerance. Our client is a powerhouse Wealth Advisor - Nationally recognised as one of the best places to work alongside one of the strongest comp...

Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The Legend Group has a new and exciting opportunity available fo...

JCW is currently partnering with a boutique consulting firm that's looking to hire a Finance and Operations Manager to support their growing practice. Oversee day-to-day operations to drive operational efficiency and scalability. ...

The Project Manager is responsible for all phases of the project, from pre-construction to final close out, ensuring that the project is delivered on time and on budget. Project Manager Job-Westchester County (must be able to commute to the suburbs, daily). Minimum 7+years of project management e...

Reporting to the Senior Director of DTC & Marketplaces @ KCP, the E-Commerce Site Operations Manager will be responsible for cultivating the experience of KCPs fast-growing online store. You will be an instrumental piece in supporting website operations, including digital merchandising, product a...

JK Executive Strategies is partnering with a well-respected financial services firm in search of a Wealth Advisor, Associate to join its team. The Wealth Advisor will be responsible for servicing an existing book of business by assisting clients in meeting financial goals by recommending appropri...

Ability to work with cross-functional departments for planning and execution of project activities, and retrieving information about the project status. Lead software implementation projects from initiation to closure, with the objective of delivering projects on time and budget. Maintain control...

Provide technical and application support to users of financial applications. Ability to learn general functional and technical aspects of the firm's financial applications. IT role, preferably supporting and customizing financial systems. Experience with core financial software applications such...

Our team is passionate about our mission: making peoples lives better.Were headquartered in NYC, & offer hybrid NY-based (three days/ week in-office) & select, non-NY-based remote positions....