Financial Planning Specialist

As a leading financial services company, Prudential Financial offers a lucrative career opportunity for an experienced financial professional. We are seeking a skilled individual to work with our existing book of clients and leverage our industry-leading platform.We offer a high payout structure, providing our advisors with the potential to earn up to 92.5%...

About Insight Financial PlanningWe are a dynamic financial services company seeking an experienced Executive Financial Consultant to join our team in Norfolk, NE.This is a full-time position with a competitive salary range of $60,000.00 per year and excellent benefits package, including a Simple IRA Plan and paid time off.Job SummaryThe ideal candidate will...

Fidelity Investments, a leading provider of financial services, is seeking an experienced Financial Planning Specialist to join our team. This role offers the opportunity to work with clients in a face-to-face setting, providing personalized guidance and planning to help them achieve their financial goals.In this position, you will be responsible for...

Our client, a renowned non-profit organization based in lower Manhattan, seeks a highly skilled Senior Financial Analyst to join their team. This is an excellent opportunity for a motivated professional to make a meaningful impact while advancing their career.About the RoleThe successful candidate will work closely with the leadership team to drive financial...

At Wellington Adams Financial Group, we're committed to helping our clients achieve their financial goals. As a Financial Advisor, you'll be part of a collaborative and supportive environment where you can grow your career.About UsWe're a boutique financial planning and investment advisory firm dedicated to delivering personalized service and expert advice....

Wealth management firms like ours in Manhattan are constantly seeking skilled professionals to support their growth and success.This role is an excellent opportunity for someone with a strong interest in financial planning to join our team as a Wealth Management Associate. The ideal candidate will have 2+ years of experience supporting a C-Suite or office,...

Job SummaryWe are seeking a skilled Accounting and Financial Reporting professional to join our team at Phaxis - Financial Services.Key Responsibilities:Assist with monthly, quarterly, and year-end close processes.Prepare accurate bank reconciliations and journal entries.Support the development and maintenance of budgets and forecasts.Contribute to variance...

Key ResponsibilitiesThe ideal candidate will be responsible for analyzing financial data, developing and maintaining financial models, and presenting actionable insights to drive business decisions.Additionally, they will perform precise data entry, ensure data quality, and create customized reports in NetSuite and Kantata. They will also organize,...

About the Role:We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Sensio Inc.The ideal candidate will have 4+ years of experience in FP&A, Corporate/Strategic Finance, or a related field and expert knowledge of MS Excel, including the ability to create sophisticated financial models and forecasts.Responsibilities:Lead...

We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Reid Accountants + Advisors.As a key member of our accounting department, you will be responsible for evaluating and recording client business transactions, preparing financial statements, and analyzing financial data to identify trends and areas for...

Wealth Management Associate Opportunity in NYCOur client, a boutique investment management firm based in Manhattan, is seeking an experienced administrative professional to support the Founder.This role offers a great stepping stone for someone interested in the Financial Planning space and looking to gain exposure to various online tools such as Charles...

Creative Financial Staffing is working with a global construction and development company based in New York seeking a skilled Financial Reporting Specialist. This role offers a competitive salary of approximately $85,000 to $110,000 per year.The ideal candidate will have a strong background in accounting, with a degree in Accounting and at least 5 years of...

Job DescriptionPhaxis - Financial Services seeks an experienced Chief Financial Operations Specialist to support the financial operations team. This role involves assisting with month-end close procedures, booking journal entries, and investigating variances in financial data.The ideal candidate will have strong analytical skills and be able to prepare and...

About the OpportunityCreative Financial Staffing is working with a prominent non-profit organization that is seeking an Interim Director of Financial Planning & Analysis to join their team. This is a hybrid schedule opportunity.Responsibilities:Internal and external reporting responsibilities include budget vs. actual, grant reporting, board deck...

Key ResponsibilitiesAnalyze financial performance and prepare reports on key metrics, trends, and forecasts to inform strategic decision-making.Collaborate with various departments to provide financial insights and support project evaluations, driving business growth through data-driven recommendations.The ideal candidate will have a strong background in...

Job DescriptionWe are seeking a skilled Chief Financial Reporting Specialist to join our finance team at Creative Financial Staffing. This role is perfect for a dedicated individual who is passionate about maintaining financial integrity and supporting our mission through accurate financial reporting and compliance.About the RolePrepare and oversee financial...

About Goli TechGoli Tech is a cutting-edge technology company that values innovation, teamwork, and excellence. We are dedicated to providing our customers with top-notch services and solutions.Job SummaryWe are seeking an experienced Senior Financial Planning and Analysis Specialist to join our team. This role will play a critical part in supporting our...

We are working with a prominent nonprofit organization seeking a Financial Operations Specialist to join their team. This stable nonprofit has been helping over 35,000 New Yorkers yearly for over 40 years with various services including housing, meals, legal support, and palliative care.About the RoleThis is a hybrid position located in Midtown, Manhattan,...

About the OpportunityCreative Financial Staffing is working with a prominent non-profit organization seeking a Strategic Financial Grants Specialist.Company OverviewThe organization has a strong focus on community, education, family support, and health. They have a mid-size accounting team with clear growth opportunities.

Unlock Your Potential in Financial OperationsCreative Financial Staffing is partnering with a leading global law firm that operates in 48 offices across 29 countries. Renowned for its expertise in English and U.S. law, this firm serves the world's most dynamic markets with unmatched insight and seamless client delivery.This firm is committed to providing...