Financial planner jobs in Massapequa, NYCreate job alerts

Strategic Planning : Develop and implement strategic plans to pursue and secure government contracts. Collaborate with internal stakeholders, such as sales, marketing, and finance teams, to align ...

... financial responsibility limits, immunity, etc.) · Investigate facts to establish negligence ... retirement planning · Paid time off / company paid holidays · Comprehensive health plans ...

You will collaborate closely with the firm's investment professionals and planning team to deliver comprehensive financial planning and investment solutions. Work Modality - This role is ideally a ...

Strong understanding of financial planning, investment management, and wealth management strategies; strong understanding of insurance products, coverage types, and insurance regulations

Knowledge of financial planning concepts and terminology is a plus. * A proactive mindset with a willingness to take initiative. What We Offer: * Competitive salary. * Comprehensive training and ...

Collaborate with the CPO on business development initiatives to support sales efforts with realtors, financial planners, and other strategic partners. * Develop and implement strategic marketing ...

Providing leadership for all Patient Financial Services related activities. Develops, recommends ... Participates in corporate wide and departmental planning for improvements in all to include ...

Reporting to the CFO, The Vice President of Operations, will be responsible for leading and ... Specializing in inventory and planning management within the wine and spirits industry, this role ...

Coordinates discharge planning from the day of admission to day of discharge or transfer to ... Utilizes available financial and other resources prudently. * Promotes positive consumer ...

Performing on-screen take-off and determining competitive and accurate estimates to achieve margin and financial targets using our current estimating software Viewpoint MEP. * Planning project ...

Director of FP&A Position Description: A vital member of the leadership team, the Director of Financial Planning & Analysis is responsible for providing timely, relevant and accurate reporting and ...

Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals ...

In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management ...

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for ... Participates in client related planning, where appropriate. * Effectively communicates all ...

Oversee and review financial statements and evaluate internal controls * Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up * Deep understanding of accounting ...

Communication: * Act as a liaison between the maintenance team, Account Manager, Planners ... Wellness Program - up to $250 of financial incentives * Employee Assistance Program - up to 8 free ...

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for ... Develop tax planning opportunities arising from inbound and outbound cross-border transactions and ...

Participate in IT planning and business continuity programs. Qualifications * Bachelor's degree or ... Be part of a forward-thinking team driving innovation in financial services. This role offers ...

Strong planning, organizational, and time-management skills. Must have the ability to prioritize ... Interacts with business partners to address action to be taken for the prevention of financial ...

... by employees, our mental and financial health resources, and our personalized learning ... Willingness to travel as required (up to 20%) to support leadership, customer briefings, planning ...

... by employees, our mental and financial health resources, and our personalized learning ... Willingness to travel as required (up to 20%) to support leadership, customer briefings, planning ...

... financial package. Explore what we have to offer. GENERAL LIABILITY ADJUSTER BENEFITS: · Training/Development and growth opportunities · 401(k) with company match / retirement planning · Paid time ...

Conducting criminal investigations pertaining to financial obligations of the United States. * Planning and implementing security designs for National Special Security Events. This is no ordinary job ...

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. Update financial plans to reflect changes in...