Strategic planner jobs in Oceanside, New YorkCreate job alerts

Job Description At New York Life, we empower you to make a meaningful impact by helping individuals, families, and businesses secure their financial futures. As a Financial Planner, you'll be at the forefront of providing innovative insurance, investment, and retirement solutions. Your role will involve learning the ropes of financial services, ensuring you're well-equipped to guide clients toward achieving their monetary goals. In our collaborative and growth-oriented culture, you'll have the opportunity to develop professionally while doing what's right for clients and communities. If you have excellent communication skills, a knack for math and analytics, and a passion for smart decision-making, let's build the future together. Join us to grow your career and make a lasting impact—apply today! Compensation: $120,000 Responsibilities: • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Network with and qualify with prospective clients and explain the features and merits of insurance, investments, and other planning needs., • Develop investment portfolios, disability, life insurance, and long-term life strategies, high-level professional sales presentations, and client acquisitions., • Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts., • Develops long-term relationships with clients and underwriters., • Assist clients with concerns and service issues as needed., • Reach agreed-upon sales targets monthly. Qualifications: • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Interpersonal, communication, and presentation skills., • Driven, motivated, and coachable., • Be willing to help others., • New York Life will pay and cover all expenses for training and the exam., • Sales: 1 year (preferred). About Company We help individuals, families, and businesses secure their financial futures through a wide range of insurance, investment, and retirement solutions. Our culture emphasizes collaboration, professional growth, and doing what’s right for clients and communities. At New York Life, you’ll find opportunities to build a meaningful career while making a lasting impact.

Construction Project Manager Fusco Personnel is seeking an experienced Construction Project Manager to join a growing organization within the construction industry.This position is well-suited for a results-driven professional who thrives in managing complex projects from initiation through completi

Assistant Manager, Operations - Five Towns Shopping Center (NEW STORE).Full time 25301 Rockaway Boulevard, Woodmere, NY, US 11422.Gap has always been about optimistic American style.Starting with our very first store on Ocean Avenue in San Francisco, opened almost 50 years ago by Doris and Don Fishe

Project Manager III Troy, NY (On-site) Fusco Personnel is actively recruiting for a Project Manager III to join our client, a fast-growing healthcare technology organization’s Client Implementations team.This role is ideal for a detail-oriented project manager who thrives in a fast-paced environme

The Operations Manager is responsible for supporting the Store Manager in the total leadership and strategic operation of a CVS/pharmacy store including:/pulliOverall store management, supervision, and policy implementation/liliSales and inventory management/liliEmployee staffing, training, and deve

The Procurement Specialist is responsible for supporting and executing procurement activities in accordance with applicable laws, regulations, and internal policies.This role manages the solicitation process for goods and services, including bids, RFPs, and RFQs, and works closely with internal stak

We are recruiting on behalf of a well-established mechanical contractor based in Queens, NY, seeking an experienced HVAC Project Manager to join their growing team.This is an excellent opportunity to work with a respected contractor delivering commercial projects throughout the five boroughs of New

Duration: Direct Hire - Full -Time.Participate in project teams, driving collaboration between suppliers and design groups and communicating unresolved issues impacting project success.Apply Mechanical Engineering knowledge to ensure compliance with drawings, specifications, and applicable codes.Man

Junior Food Buyer in Queens, New York.In this role, you will primarily assist in creating and managing purchase orders, ensuring that inventory is aligned with demand, and supporting senior buyers in executing procurement strategies.After the 90 day training program, you'll be able to work from home

Technical Buyer / Engineered Product Procurement Specialist.Bonus + Comprehensive Benefits.Join a global leader in pharmaceutical technology innovation.An internationally recognized manufacturer of advanced pharmaceutical processing equipment is seeking a Technical Buyer / Engineered Product Procure

Senior Commercial Construction Project Manager Albany, Syracuse and Buffalo, NY Fusco Personnel is seeking Senior Construction Project Managers to oversee large-scale and technically complex commercial construction building projects.This position will lead operations on-site and be responsible for o

Project Manager with EHR, EMR and Healthcare.Proven Experience with all aspects of PM with an understanding of Project Management best practices.Ability to guide cross-functional teams, delegate tasks, and motivate personnel.Strong multitasking to handle multiple moving parts simultaneously.Experien

The Airline Operations Manager is responsible for an extremely high volume unit coordinating transportation, dispatch, sanitation, warehouse, equipment setup, to deliver accurate, quality service to our customers.They manage the budget for operations to achieve financial goals, ensure training is ef

Negotiate favorable pricing and supply agreements by leveraging volume commitments, strategic sourcing, and supplier relationships.

Technical Buyer / Engineered Product Procurement Specialist.Technical Buyer / Engineered Product Procurement Specialist.This role is ideal for a procurement professional with strong technical aptitude and experience sourcing engineered components within complex manufacturing projects.You will work c

Trueline's client, a long-standing family-owned roofing and waterproofing contractor specializing in complex high-rise residential projects throughout the NYC metro area, is seeking an.Project Manager - Roofing / Building Envelope.This is a high-visibility opportunity to work directly alongside comp

LHH is partnering with a client to hire a Procurement Buyer for a full-time, hybrid opportunity within a manufacturing environment.This role offers strong visibility across operations and the opportunity to drive procurement strategy and supply chain efficiency.The Procurement Buyer is responsible f

Our client is seeking a highly experienced Senior Project Manager to lead large-scale capital projects domestically and internationally, including a major Hyderabad office development (~160,000 SF supporting ~800 headcount).This role operates as a sole practitioner (owner’s representative) respons

Our client is seeking a highly experienced Senior Project Manager to lead large-scale capital projects domestically and internationally, including a major Hyderabad office development (~160,000 SF supporting ~800 headcount).This role operates as a sole practitioner (owner’s representative) respons

Senior Project Manager – Construction Management.Long Island, NY (projects across Long Island & NYC).Long Island–based construction management and development firm.Manage project schedules, budgets, and resource planning.Act as the primary liaison for clients, consultants, and key stakeholders.C

Where state and federal laws/regulations allow, accountable for performing day-to-day non-clinical pharmacy operations, administrative activities; Ensures efficient pharmacy workflow and a positive patient experience.Serves as a full-time certified pharmacy technician.Responsible for operating pharm

FlexStaff is seeking a Project Manager for our client, a leader in mission-critical power quality solutions.The Project Manager will take ownership of complex power system projects from order entry through commissioning and closeout.This is a key role central to their commitment to quality, customer

Our client is seeking a highly experienced Senior Project Manager to lead large-scale capital projects domestically and internationally, including a major Hyderabad office development (~160,000 SF supporting ~800 headcount).This role operates as a sole practitioner (owner’s representative) respons

Supreme Industries is seeking an experienced.This role is responsible for overall project planning, execution, financial performance, client coordination, and team leadership.The ideal candidate is a strong builder of teams and relationships, with the ability to manage multiple priorities while keep

FlexStaff is seeking a Project Manager for our client, a leader in mission-critical power quality solutions.The Project Manager will take ownership of complex power system projects from order entry through commissioning and closeout.This is a key role central to their commitment to quality, customer

Supreme Industries is seeking an experienced.This role is responsible for overall project planning, execution, financial performance, client coordination, and team leadership.The ideal candidate is a strong builder of teams and relationships, with the ability to manage multiple priorities while keep

Trueline's client, a long-standing family-owned roofing and waterproofing contractor specializing in complex high-rise residential projects throughout the NYC metro area, is seeking an.Project Manager - Roofing / Building Envelope.This is a high-visibility opportunity to work directly alongside comp

Technical Buyer / Engineered Product Procurement Specialist.Bonus + Comprehensive Benefits.Join a global leader in pharmaceutical technology innovation.An internationally recognized manufacturer of advanced pharmaceutical processing equipment is seeking a Technical Buyer / Engineered Product Procure

Our client is seeking a highly experienced Senior Project Manager to lead large-scale capital projects domestically and internationally, including a major Hyderabad office development (~160,000 SF supporting ~800 headcount).This role operates as a sole practitioner (owner’s representative) respons

Project Manager with EHR, EMR and Healthcare.Proven Experience with all aspects of PM with an understanding of Project Management best practices.Ability to guide cross-functional teams, delegate tasks, and motivate personnel.Strong multitasking to handle multiple moving parts simultaneously.Experien

The Sterile BFS QA/QM Manager is responsible for leading all Quality Assurance (QA) and Quality Management (QM) functions within a sterile Blow-Fill-Seal (BFS) manufacturing environment.The manager will oversee quality operations, drive continuous improvement initiatives, manage internal and externa

Project Manager with EHR, EMR and Healthcare.Proven Experience with all aspects of PM with an understanding of Project Management best practices.Ability to guide cross-functional teams, delegate tasks, and motivate personnel.Strong multitasking to handle multiple moving parts simultaneously.Experien

You will be joining a long‑established, family‑owned organization operating across construction, real estate development, and property management, with over 100 years of history and a strong, relationship‑driven culture.As the business continues to grow rapidly, it is now investing in its HR f

Our client is seeking a highly experienced Senior Project Manager to lead large-scale capital projects domestically and internationally, including a major Hyderabad office development (~160,000 SF supporting ~800 headcount).This role operates as a sole practitioner (owner’s representative) respons

We are recruiting on behalf of a well-established mechanical contractor based in Queens, NY, seeking an experienced HVAC Project Manager to join their growing team.This is an excellent opportunity to work with a respected contractor delivering commercial projects throughout the five boroughs of New

Our client is seeking a highly experienced Senior Project Manager to lead large-scale capital projects domestically and internationally, including a major Hyderabad office development (~160,000 SF supporting ~800 headcount).This role operates as a sole practitioner (owner’s representative) respons

The Airline Operations Manager is responsible for an extremely high volume unit coordinating transportation, dispatch, sanitation, warehouse, equipment setup, to deliver accurate, quality service to our customers.They manage the budget for operations to achieve financial goals, ensure training is ef

Support Senior Manager with financial and strategic analysis, presentations, projects and information gathering as necessary. Analytical and strategic thinker with the ability to execute on ideas. The Digital Accounts Manager will manage business development and long-term revenue growth through stra

Duration: Direct Hire - Full -Time.Participate in project teams, driving collaboration between suppliers and design groups and communicating unresolved issues impacting project success.Apply Mechanical Engineering knowledge to ensure compliance with drawings, specifications, and applicable codes.Man