Financial Planning Associate

About the RoleWe are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at NFP and Wealthspire Advisors. As a key member of our wealth management team, you will play a critical role in supporting our advisors in delivering exceptional client experiences.Key ResponsibilitiesProvide exceptional support to our advisors...

Financial Planning Role at New York Life - Nassau-Suffolk NYWe are seeking a talented and ambitious Financial Planning Specialist to join our team at New York Life - Nassau-Suffolk NY. As a key member of our financial services team, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Create personalized...

Financial Planning Role at New York Life - Nassau-Suffolk NYWe are seeking a talented and ambitious individual to join our team as a financial planning specialist. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Create personalized financial plans for clients based on their...

About the RoleWe are seeking a highly motivated and results-driven Financial Planning Specialist to join our team at Northwestern Mutual.As a Financial Planning Specialist, you will be responsible for creating personalized financial plans for our clients, helping them achieve their financial goals and protect their assets for the future.You will work closely...

Financial Analyst Job DescriptionAt Professional Physical Therapy, we are seeking a highly skilled Financial Analyst to join our team. As a key member of our Finance department, you will play a critical role in providing financial insights and recommendations to drive business growth and improvement.Key Responsibilities:Financial Data Analysis: Collaborate...

Financial Analyst RoleAt Professional Physical Therapy, we are seeking a highly skilled Financial Analyst to join our team. As a key member of our Finance department, you will play a critical role in providing financial insights and recommendations to drive business growth and improvement.Key ResponsibilitiesCollaborate with the Finance team to develop and...

Financial Planning and Analysis ManagerOur client, a reputable Long Island company, is seeking a skilled FP&A Manager to drive fiscal strategy and maintain bottom-line performance.Key Responsibilities:Lead the Finance team to meet expectations and deadlines.Monitor day-to-day financial operations and oversee credit functions.Support project analysis, plan...

Financial Planning and Analysis ManagerOur client, a reputable Long Island company, is seeking a skilled FP&A Manager to drive fiscal strategy and maintain bottom-line performance.Key Responsibilities:Lead the Finance team to meet expectations and deadlines.Monitor day-to-day financial operations and oversee credit functions.Support project analysis, plan...

Job Title: FP&A ManagerWe are seeking a highly skilled FP&A Manager to join our team at LHH. As a key member of our finance team, you will be responsible for creating and driving overall fiscal strategy while maintaining bottom-line performance.Key Responsibilities:Manage the finance team to meet expectations and deadlines.Monitor day-to-day financial...

FP&A Manager Job DescriptionOur client, a growing Suffolk County Long Island company, is seeking an enthusiastic FP&A Manager to join their team.The ideal candidate will be a strong and proven leader, responsible for creating and driving overall fiscal strategy while maintaining bottom-line performance.Key Responsibilities:Manage the Finance team to meet...

Financial Advisor Opportunity in Melville, NYVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a skilled Financial Advisor to join our team in the Melville, NY area. As a Financial Advisor, you will work with plan sponsor relationships in the K-12 market, providing 403(b)...

Financial Advisor Opportunity in Melville, NYVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is seeking a skilled Financial Advisor to join our team in the Melville, NY area. As a Financial Advisor, you will work with plan sponsor relationships in the K-12 market, providing 403(b)...

Job SummaryWe are seeking a highly organized and detail-oriented Registered Client Service Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional customer service, assisting with client account maintenance, and performing various administrative tasks.Key ResponsibilitiesAssist clients with...

Senior Financial AdvisorAt HBK CPAs & Consultants, we are seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for coordinating and rendering services to our clients, enhancing client relations, supervising and developing other team members, and managing all client relationships in...

Job SummaryAs a Senior Financial Advisor at Spartan Placements LLC, you will be responsible for providing expert financial planning and wealth management services to clients. This includes creating personalized financial plans, managing client relationships, and ensuring the accuracy of information in our client relationship management system. You will also...

Job OverviewNew York Life is seeking a talented Financial Planner to join our Serpico Team. As a Financial Planner, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.Key ResponsibilitiesGather and assess client financial information to determine factors such as financial status, cash flow,...

Job SummaryThe Senior Premium Auditor is responsible for conducting complex audits of earned premium risk calculations, ensuring accuracy and compliance with policy contract terms, manual rules, and company procedures. This role requires expertise in premium audit field experience, with a focus on handling California audits. The ideal candidate will possess...

Job OpportunityWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team at NYL - Melville Office. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key Responsibilities:Develop and implement tailored financial plans to meet the unique needs of our...

Job SummaryThe Executive Underwriter or Senior Underwriter is responsible for achieving profitable underwriting results in support of growth and profit objectives by appropriate risk selection, agency relations, book management, self-development, and assistance in professional development of others. They administer the underwriting and servicing of new and...

Job OverviewWe are seeking a skilled Portfolio Management Associate to join our team at Phaxis - Financial Services.Key Responsibilities:Develop and present investment proposals to stakeholders.Provide trade recommendations and execute transactions on brokerage platforms.Manage cash requirements and ensure compliance with regulatory reporting.Assist with...