Financial planner jobs in New Rochelle, NYCreate job alerts

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....

Intuit is seeking Tax Experts for the upcoming tax season.If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!.Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee sto...

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. ...

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. ...

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and pr...

Our Firm Business Manager (Controller) will work directly with the Owners to provide dedicated business strategy and manage the firm’s daily financial and business operations that support the vision of the firm owners. The Firm Business Manager (Controller) will ensure the delivery of efficient, ...

Work with various stakeholders in bringing items current Assist in preparing mid-year and annual financial reports according to the Governmental accounting standards and other applicable regulatory requirements including preparation of supporting schedules Support collaborating with cross-functio...

We're looking for a seasoned Project Manager with a passion for being apart of high profile projects from concept to completion? We're looking for driven Project Managers to join our team and take the reins on some of the most innovative and impactful multifamily projects in the industry. ...

We’re looking for a passionate, growth-oriented team player to join our team! The Sales Analyst plays a crucial role in partnering with the Sales Team, developing, updating and analyzing reports with actionable items to track business performance. As you progress in the role, the role requires so...

Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney. ...

Are you seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more money yourself? Look no further than a career as a Financial Advisor with CNO Financial Group!. As a Financial Advisor, you will have the opportunity to positively impact the...

Delivery Coordinator/Business Analyst**. Interacts with many business and product teams to analyze and refine business requirements into functional and technical user stories using agile best practices. Location:** White Plains, NY, US * Supports business and technology teams to ensure key del...

This is a full-time on-site role for an Executive Administrative Assistant at Citi-Urban Management in Great Neck, NY. At least 3 years of previous success as an Administrative/Executive Assistant, office manager or related role, for an Executive team consisting of a minimum of 3 members, in a ra...

As a Senior Project Manager, you will play a critical role in managing complex full-service research projects, fostering strong client relationships, providing expert insights, and driving the success of our clients' research initiatives. PureSpectrum is seeking an experienced and results-driven ...

Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney. ...

Put your career into high gear with Mavis Discount Tire! We're looking for a full-time Senior Financial Data Analyst to join Team Mavis at our Operations Support Center in Millwood, New York. Financial Data Analyst will develop and present actionable insights through the rigorous analysis of vari...

As an Administrative Assistant, you will be responsible for a mix of administrative and project management/coordination skills to support its team and client needs. Various administrative tasks as requested including but not limited to;. Providing ongoing administrative support to team members. ....

As a Scheduler, you will play a crucial role in the planning and coordination of high-rise construction projects. Experience: Minimum of 12 years of experience as a Scheduler in high-rise vertical construction projects, with a proven track record of managing complex schedules and delivering proje...

Are you an APM experienced in managing Ground-Up and/or Interior Commercial & Retail projects greater than $15M? Or, are you an APM that lives in/close to the Westchester area and is sick of commuting to Manhattan?. Mid-sized GC with a portfolio of Commercial & Retail projects >. ...

Our corporate services client is seeking a self motivated, hard working, and honest Administrative Assistant to join the team in Great Neck, NY!. ...

Our client, a busy Real Estate Firm is seeking an Administrative Assistant. The role involves handling administrative tasks, managing schedules, preparing reports, and coordinating meetings and events. Experience in administrative role. ...

Our colleagues client, based in Buffalo, N.With manufacturing locations in the U.Ireland, and Mexico, the company provides innovative technical solutions and manufacturing services for leading Fortune 500 med-tech companies and high potential start-ups.The mission is to change the lives of patien...

We are seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Analyst to join our finance team. The FP&A Analyst will play a key role in supporting the financial health and growth of Trustwell Living. This position will be responsible for contributing to the development of ...

Job Title: Technology and Operations Manager. We are looking for a highly skilled Technology and Operations Manager to oversee the end-to-end installation and deployment of our advanced healthcare hardware solutions. As we continue to grow and expand our offerings, we are seeking a talented and e...