Financial Planning Assistant

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...

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...

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....

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%...

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...

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...

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 Overview:We are seeking a highly skilled and motivated Part-Time Advisor Assistant to join our team at Corebridge Financial Inc.About the Role:This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will have the chance to make a real difference in the lives of people who need your help.Your primary responsibilities...

At Creative Financial Staffing, we are working with a leading non-profit organization in lower Manhattan to find a skilled Chief Financial Planning Analyst. About the OpportunityThis is an exceptional chance to work in the heart of New York City and make a meaningful impact on the lives of individuals with disabilities.The selected candidate will be...

Financial Planning & Analysis RoleMAKE UP FOR EVER, a subsidiary of LVMH, seeks a Financial Planning & Analysis Associate to join our New York City Office. Reporting to the Director of Financial Planning & Analysis, this role will support the preparation of monthly financial closings, analyze brand financial performance, and provide actionable insights to...

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...

Job OverviewWe are seeking an experienced Financial Planning & Analysis (FP&A) professional to join our team as a Director, Financial Planning. This role will be based in the New York office and follows a hybrid schedule with an expectation of at least three days per week in the office.This is an exceptional opportunity for a finance expert to support...

About Our ClientLocated in lower Manhattan, our client is one of the largest non-profit organizations in the United States, offering a range of programs for individuals with disabilities of all ages.Competitive Compensation PackageThe Director of Financial Analysis will receive a competitive salary and benefits package, including a 403B with match, medical,...

Job OpportunityWe are seeking an experienced Financial Advisor to join our team at Northwestern Mutual in Midtown, NYC. This role offers a unique opportunity to leverage your skills and expertise to help clients achieve their financial goals.The successful candidate will have a proven track record of success in sales and/or business, with a strong...

Key Responsibilities:Prepare monthly financial statements that accurately reflect the company's financial position.Develop and maintain an efficient filing system to ensure easy access to financial documents.Plan and attend meetings, taking detailed minutes to ensure all parties are informed.Compose and distribute email correspondence as needed to maintain...

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...

About the RoleThe Museum of Modern Art seeks a highly organized and detail-oriented Exhibition and Budget Assistant to provide administrative, planning, and financial support to the Exhibition Planning and Administration department. This is a one-year fixed-term position.ResponsibilitiesWe are looking for someone who can prepare, monitor, reforecast, and...

About the RoleMade by Gather is seeking an experienced Financial Planning and Analysis (FP&A) leader to join our growing team. The ideal candidate will play a critical role in shaping and leading financial planning for the Company.This position involves providing financial insights and guidance to support decision-making, driving financial performance, and...

Outlast: A Recycling Marketplace for Valuable MaterialsWe are seeking an experienced Senior Financial Analyst to join our team at Outlast. As a leading recycling marketplace, we partner with major industrial companies to source and sell recycled materials in integrated relationships.Job Summary:The ideal candidate will drive financial planning, analysis, and...