Senior Financial Planner

Senior Financial Planner – CFP | New Haven, Connecticut Reference Number: MHH7637 Location: New Haven, Connecticut Judson Group has been retained by a successful financial firm located in New Haven, Connecticut in the search for a Senior Financial Planner – CFP . This individual will be a key member of the firm’s planning team, focused on financial...

Judson Group has been retained by a successful financial firm located in New Haven, Connecticut in the search for a Senior Financial Planner – CFP. This individual will be a key member of the firm’s planning team, focused on financial planning responsibilities and overseeing the production of wealth planning deliverables for clients. The ideal candidate...

Judson Group has been retained by a successful financial firm located in New Haven, Connecticut in the search for a Senior Financial Planner – CFP. This individual will be a key member of the firm’s planning team, focused on financial planning responsibilities and overseeing the production of wealth planning deliverables for clients. The ideal candidate...

Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in...

Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in...

Certified Financial Planner (CFP) Wealth Management New York, NY. (Hybrid 3 days in office) Compensation: $140k-170k/ Potential "all in" up to $200K DOE Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to...

Certified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office)Compensation: $140k-170k/ Potential "all in" up to $200K DOE Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to...

Job DescriptionJob DescriptionCertified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office)Compensation: $130k-$170k base plus bonus ($200k "all in" potential) Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced,...

Certified Financial Planner (CFP)Wealth ManagementNew York, NY. (Hybrid 3 days in office)Compensation: $140k-170k/ Potential "all in" up to $200K DOE Our client is a thriving, well-respected RIA / Wealth Management firm with offices in NYC and Palm Beach. The New York team has an opening for an experienced, client-focused Certified Financial Planner to...

Client Overview: Our client, a well-known marketing and advertising company, is seeking a Freelance Senior Digital Media Planner to join their team.Role Overview: As a Senior Digital Media Planner, you will be responsible for developing and executing strategic digital media plans that align with our clients' objectives. You will collaborate with...

Senior Financial Analyst - Time to Grow with an Established Firm!About the Company Working as the Senior Financial AnalystCFS New York is currently working with a Law Firm that specializes in securities fraud in Midtown Manhattan who are looking for their next Senior Financial Analyst to help grow the teamThe firm is well renowned, its attorneys have won...

Senior Financial Analyst - Time to Grow with an Established Firm! About the Company Working as the Senior Financial Analyst CFS New York is currently working with a Law Firm that specializes in securities fraud in Midtown Manhattan who are looking for their next Senior Financial Analyst to help grow the team The firm is well renowned, its attorneys have won...

Associate Financial PlannerMulti-Billion Wealth Management FirmNew York City - Midtown (hybrid schedule)OverviewEstablished Independent RIA seeks a Financial Planning Analyst to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.The Firm offers...

Associate Financial PlannerMulti-Billion Wealth Management FirmNew York City - Midtown (hybrid schedule)OverviewEstablished Independent RIA seeks a Financial Planning Analyst to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.The Firm offers...

Associate Financial PlannerMulti-Billion Wealth Management FirmNew York City - Midtown (hybrid schedule)OverviewEstablished Independent RIA seeks a Financial Planning Analyst to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.The Firm offers...

2x Senior Media Planner Contract Are you a seasoned media planner with a passion for digital marketing? We're seeking a Senior Media Planner to join our dynamic team and support our client in New York City. If you thrive in a fast-paced environment and have experience in both online and offline media, we want to hear from you!Role Details:Position: 2x...

Job Description Overview: The Senior Media Planner is responsible for developing all elements of a paid media plan including target audience, investment level by platform, measurement KPIs and paid placement recommendations. The Senior Media Planner, Paid Social must be able to manage day-to-day agency media planning and analysis while maintaining...

Senior Accountant Our client is a Manufacturing firm looking for a Senior Accountant to join their team as soon as possible! Why Work Here? Opportunity for professional growth and development in a fast-paced manufacturing environmentCollaborative and supportive team culture that values innovation and excellenceGreat location!Overview of the Senior Accountant...

Senior Accountant Our client is a Manufacturing firm looking for a Senior Accountant to join their team as soon as possible! Why Work Here? Opportunity for professional growth and development in a fast-paced manufacturing environment Collaborative and supportive team culture that values innovation and excellence Great location! Overview of the Senior...

Innovative Driven is currently seeking a dynamic Senior Meeting Planner to join the administrative team at one of the most prestigious global law firms in the world!The Senior Meeting Planner will be responsible for designing and executing creative, sophisticated events, while also handling a high volume of daily tasks and managing numerous last-minute...