Financial planning analyst jobs in Hicksville, New YorkCreate job alerts

Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Compensation: $150,000 at plan earnings Responsibilities: • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital, • A Bachelor’s degree in business administration, finance, or a related field is required, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

The Data Analyst has exceptional analytical capabilities, thrives in a fast-paced environment, and loves problem-solving.

Experienced Project Manager - Farmingdale, NY .Exterior Facade, Building Envelope, Curtainwall .Construction Project Management experience a must.Salary negotiable, based on experience.

Ensure you read the information regarding this opportunity thoroughly before making an application.Project Manager (Academic Research).We are seeking a talented and experienced.Long Island area with experience overseeing sophisticated.Come join our team! We are looking to build services and capabil

Develops well-conceived and timely project plans that outline and map the overall project process and breaks critical focus areas that provide detailed, well informed roadmaps and risk aversion planning. Manages approved funding, commitments and spend for the projects they manage, as well as assisti

Considering making an application for this job Check all the details in this job description, and then click on Apply.We have an immediate need for a.Come join our team! We are looking to build services and capabilities through the growth of our key asset- our staff.Ranked among the nation's top A/E

As an APM, you will support the Project Management team in planning, coordinating, and executing commercial HVAC projects from start to finish.

Electrical Project Managers are responsible for the planning, execution, and delivery of electrical projects.

A growing civil construction and site development firm is seeking a hands-on Senior Project Manager to lead complex land development and municipal infrastructure projects.The ideal candidate has 10+ years of field-driven experience, with a background in sitework and utility-heavy scopes.This is a fu

Examples of the type of projects you will work on include medical offices, financial services offices, retail retrofits, food production facilities, interior technology upgrades, and laboratories.

This role is essential to ensuring smooth project execution, from initial planning through final delivery.

A growing civil construction and site development firm is seeking a hands-on Senior Project Manager to lead complex land development and municipal infrastructure projects.The ideal candidate has 10+ years of field-driven experience, with a background in sitework and utility-heavy scopes.This is a fu

Is this the role you are looking for If so read on for more details, and make sure to apply today.Construction Project Manager (Healthcare).We are seeking a talented and experienced.Long Island area with experience overseeing high-profile.Come join our team! We are looking to build services and cap

Examples of the type of projects you will work on include medical offices, financial services offices, retail retrofits, food production facilities, interior technology upgrades, and laboratories.

This role is essential to ensuring smooth project execution, from initial planning through final delivery.

The SPM will be responsible to lead design teams and Construction Managers in both the pre-construction due diligence, design and scoping process with a focus on quality management, project controls, and user engagement as well as leading their teams through the bidding and construction administrati

As an APM, you will support the Project Management team in planning, coordinating, and executing commercial HVAC projects from start to finish.

Specific Duties & Responsibilities: Establish, maintain and manage the organizations accounting policies, procedures and operations which include but are not limited to: Internal Accounting Systems and the Statewide Financial System (SFS) Compliance and internal control monitoring and reporting Fina

Electrical Project Managers are responsible for the planning, execution, and delivery of electrical projects.

Prepare financial forecasts and long-term planning models to guide business decisions. Friedman Vartolo LLP is seeking a highly skilled and proactive Controller to oversee the firm's financial operations and strategic planning efforts. Leverage technology to streamline financial workflows, such as a

This role will be responsible for working collaboratively with senior leadership for OSPI consolidation, forecasting and analysis as well as leading a team of PFAs ensuring proper financial program execution and revenue recognition. Develop financials for annual operating plans and strategic plans.

Assist in growing the ARS brand.To interface with client throughout the entire job process and work closely with the entire team and crew.Record data when needed using software (Encircle, Dropbox JIRA we will train).Respond to service calls as needed.Perform services, following ARS production guide

As a key contributor within the Finance & Accounting team, the Contract Financial Analyst will focus on budgeting, forecasting, month-end close support, and financial reporting. We are currently recruiting for a Contract Financial Analyst / FP&A Specialist to support a well-established manufacturer

Strong working knowledge of programming, design, pre-construction, contract management, change management, project delivery methods, building systems/components and technology, schedule and budget oversight, safety planning and oversight, quality assurance, risk management team building, and client-

You'll take ownership of the accounting function, help streamline financial systems, and play a key role in strategic financial planning. Lead job costing processes and financial reporting.

Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger; creates accounting records such as bill payments, client invoices, payroll, and others; identifies and records adjustments; prod

Location: (Local candidate) 2 Broadway, NY, NY 10004 HYBRID ROLE.A minimum of 3-5 years HxGN EAM (formerly known as Infor EAM) experience.Preferable 2-3 years working experience with Railroad/Transit industry.Minimum 5 years hands-on experience in Proficiency in extending HxGN EAM t.

We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creat

As the Property Controller, you will play a critical role in managing the financial operations of our real estate portfolio, leveraging your expertise in Yardi Voyager / Elevate to streamline processes and enhance financial performance. Develop and implement internal controls to safeguard company as

Knowledge of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) regulations including knowledge of financial terms and principles to include accounting methods (cash, accrual, and full GAAP). Technical financial skills and knowledge of GAAP, FASB, REIS, I

Duration: 6 12 months +++ Hybrid 3 Days a Week: Charlotte, NC; Chicago, IL; Colorado Springs, CO; Conshohocken, PA; Dallas, TX; Fargo, ND; Garden City, NY; Houston, TX; Jacksonville, IL; Lenexa, KS; Los Angeles, CA; Lubbock, TX; Morristown, NJ; Mt Juliet, TN; New York, NY; Purchase, NY; Topeka, KS

Assist in financial planning and analysis, preparing budget forecasts and monitoring key financial metrics. Mission, a precision manufacturing enterprise based on Long Island, NY is seeking a full-time Controller with a strong background in manufacturing accounting and with full understanding of fin

Responsibilities further include the training and supervision of all department staff; developing and initiating systems, policies and procedures for transacting financial matters, and ensuring that the financial system is accurate, efficient and in accordance with professional accounting practices,

Accountable for all phases of assigned projects, including project planning, team coordination, stakeholder management, execution and monitoring, resource management, documentation and reporting, process improvement and project closure. Manage projects from initiation through completion, including p

Maintains financial staff job results by coaching, counseling, and disciplining employees, planning, monitoring, and appraising job results. Ensures quality control over financial transactions and financial reporting. Maximizes return on financial assets by establishing financial policies, procedure

Experience in Equipment, Asset and Financial Management.

Are you a detail-oriented accounting professional looking to grow your career in a fast-paced, collaborative environment? We're seeking an Assistant Controller to play a key role in supporting our finance team and ensuring accurate financial reporting across multiple subsidiaries.

Experience in equipment, asset and financial management.

The Controller will also provide key financial insights to support strategic planning and business operations. Familiarity with project-based accounting, job costing, and service-driven financial reporting. Join Lincoln IT and play a key role in maintaining financial integrity and supporting the con

Program Financial management experience. Knowledge in Finance program interface for proposals, billings, cost control and other financial controls. This role will be responsible for working collaboratively with senior leadership for OSPI consolidation, forecasting and analysis as well as leading a t

We are seeking a talented and experienced Construction Project Manager in the Long Island area with experience overseeing high-profile healthcare projects with construction budgets exceeding $50 million.Come join our team! We are looking to build services and capabilities through the growth of our k

RF") components and RF microwave/microelectronic assemblies, and quick-turn and technologically advanced printed circuit boards ("PCBs").TTM stands for time-to-market, representing how TTM's time-critical, one-stop manufacturing services enable customers to shorten the time required to develop new p

As an Accounting Manager he/she should provide the Owners, General Manager, and other management with accurate, timely, and relevant financial data. Additionally responsible for managing the audit function in hotel to deliver outstanding guest service and financial profitability. Prepare financial s

You have a minimum of 5 years of industrial-related experience in scheduling, planning and fabrication knowledge.

Lightpath is seeking a highly organized and detail-oriented Senior Project Manager to join our team.The ideal candidate will bring a strong understanding of telecommunications industry practices and procedures, along with the analytical skills to evaluate data, explore multiple solution paths, and a

Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Continuously le

Location: Melville, Long Island, NY (On-site).Term: About 6 months Possibility of extension: TBD.US Citizen, Green Card, TN, GC EAD and H4 EAD only No third-party agencies corp to corp.Manages cross enterprise IT application development projects of varying size and complexity.

Confirms financial status by coordinating the collection, consolidation, and evaluation of financial data. This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements. This position addresses tigh