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

Certified Financial Planner (CFP). Duties and Responsibilities of the Certified Financial Planner (CFP):. The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Financial Plan development...

Explore a career as a FINANCIAL PLANNER!Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!We have an opening for a highly motivated analytical individual to join us in our NYC Metro firm. In general, the entrepreneurial individual who succ...

Certified Financial Planner (CFP). Duties and Responsibilities of the Certified Financial Planner (CFP):. The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Financial Plan development...

Certified Financial Planner (CFP). Holistic Certified Financial Planner to formulate. Duties and Responsibilities of the Certified Financial Planner (CFP):. The Certified Financial Planner focuses on assigned High Net Worth (HNW). ...

Act as Business Partner and "Financial Guardian" for the organization. Support business with financial and managerial information to enable operational decisions, to develop Puig’s brands, increase market share and achieve net revenues, profit and working capital objectives. Provide support to ot...

As a financial planner, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. We are seeking an experienced, motivated financial planner to join our growing advisory firm. Meet with clients to understand their financial goals, risk tol...

Explore a career as a FINANCIAL PLANNER!. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Profess...

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....

As one of our Financial Planners, you are a salaried fiduciary that focuses on delivering goals-based financial advice. The Financial Planning Team at Betterment is the face of the company for our higher balance customers. Join a community of innovators working to transform financial outcomes for...

The Purpose of Your Role: We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private clien...

As a financial planner, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. We are seeking an experienced, motivated financial planner to join our growing advisory firm. Meet with clients to understand their financial goals, risk tol...

Certified Financial Planner ( CFP ) . At least a few years experience in comprehensive holistic financial planning with a demonstrated ability to partner with internal stakeholders and High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. ...

Supply Chain Analy or Assoc Fin/Procure Mgr in supply chain environ. Supply Chain Analyst (Metro NYC): Qual cand Masters Bus Ad/Bus Analy. Category: , Keywords: Supply Chain Analyst. KPI's & prep reports on supp chain perf; build stat dashboards & data scripts to out & streamline proc. ...

This comprehensive job description outlines the responsibilities, qualifications, and benefits associated with the position of Restaurant Operations Manager (Multi-Unit). Spend time in daily operations, leading by example to achieve the highest level of guest satisfaction. Fill in for managers du...

Position Summary The RN Data Analyst is responsible and accountable for collecting, entering, organizing and interpreting data for Evidence Based Medicine Measures and Quality Measures. The RN Data Analyst enters all appropriate patients information into the required databases, and maintains all ...

As a Technical Project Manager, you will: Apply in-depth knowledge of HVAC systems to develop and execute building inspections and audits, pilots, and hardware installations for a wide range of building systems Manage the deployment of building technology solutions from initiation to launch, ensu...

Responsibilities:The Tax Partner / Senior Manager will be responsible for tax planning, research and compliance for clients in the Financial Services industry, specifically hedge funds, investment partnerships and other financial related companies. A professional services firm in New York City is...

Our Financial Services practice is looking for an experienced Manager to join the team:Through continued expansion, we are looking for a Manager to join and support the growth of our Financial Services practice. ...

About The RoleEliseAI is seeking a Senior Business Operations Manager to join our dynamic team. ...

Join us as a Wealth PlannerBrown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in New York. Build a network of contacts in high-net worth communities by actively participating in legal associations, community-based organizations, charity boards, nonpr...

Litigation Business Systems Consultant. The individual will be a Litigation Business Systems Consultant (LBSC) and is expected to work with the Senior Litigation Product Manager to develop requirements, work with the Litigation Technology Solutions (LTS) team, the IT organization and the applicat...

Interface with company management, sell-side analysts, competitors, customers, and other industry contacts. Make buy and sell recommendations of financial company stocks to general and sector fund managers. ...

Apply now for the position of Buyer/Planner  and you will stand with our customers aroundthe world to support them in delivering high quality care to their patients. Minimum 5 years’ experience in Supply Chain,Procurement or BuyerUnderstanding of ERPs (SAP) data structure, MRPprocess and data flo...

Join us at Andersen, and together, let's write the story of your success!The RoleManagers can expect to:Assist in conducting financial due diligence by analyzing target companies' financial statements, performance metrics, market dynamics, and risks;Identify and assess financial risks associated ...