Financial Planning Director

2 weeks ago


Saddle Brook, New Jersey, United States Lee, Nolan & Koroghlian, LLC Full time
Job Opportunity

We are seeking an experienced Financial Planning Director to join our team at Lee, Nolan & Koroghlian, LLC. As a key member of our financial services team, you will work closely with our Financial Advisors to provide holistic financial planning advice and analysis to our clients.

Key Responsibilities:
  • Assist advisors and their clients in clarifying their long-term objectives and taking the steps necessary to reach their financial goals.
  • Leverage your financial services industry experience and expertise to provide high-quality financial planning advice.
  • Review and/or create fee-based financial plans that meet the highest standards of quality.
  • Partner with Regional Directors, Internals, and the Case Consulting Unit to leverage internal and external resources.
  • Identify opportunities for growth and renewal, and analyze firm activity to drive results.
  • Grow the number of planners in the firm through conversion, recruiting, or partnering, and execute a successful training plan for advisors.
Requirements:
  • 5+ years of fee-based financial planning experience.
  • FINRA Series 7, FINRA Series 65 or 66, and Current Life, Accident & Health Insurance License.
  • CFP or Advanced Professional Designation preferred.
  • Bachelor's Degree or equivalent.
What We Offer:

We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.

Apply now to take the next step in your financial planning career and join our team at Lee, Nolan & Koroghlian, LLC.



  • Saddle Brook, New Jersey, United States Lee, Nolan & Koroghlian, LLC Full time

    About the Role:The Financial Planning Director will work in a local office directly with Financial Advisors to provide comprehensive financial planning advice and analysis to the firm's clients. As the Financial Planning Director, you will leverage your industry experience and expertise to assist advisors and their clients in clarifying their long-term...


  • Saddle Brook, New Jersey, United States Equitable Advisors Full time

    About Equitable AdvisorsWe are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We strive to make a positive impact on the futures of individuals and businesses by offering financial...


  • Saddle Brook, New Jersey, United States Equitable Advisors LLC Full time

    About Equitable Advisors LLCWe are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We strive to make a positive impact on the futures of individuals and businesses by offering financial...


  • Upper Saddle River, New Jersey, United States Virtual Full time

    Financial Planning & Analysis ManagerVirtual is seeking an experienced Financial Planning & Analysis Manager to lead the development and implementation of financial strategies and plans for our esteemed client. This role offers a unique opportunity to shape financial strategy and support key business decisions in a dynamic environment.Key...


  • Upper Saddle River, New Jersey, United States Virtual Full time

    Finance Manager - Financial Planning & Analysis Location: Remote Opportunity Salary: $135,000 - $145,000 per year + bonus Work Arrangement: Hybrid Job Summary: Virtual is seeking an experienced Finance Manager to lead Financial Planning & Analysis for our esteemed client. This role offers a unique opportunity to shape financial strategy and support key...


  • Saddle Brook, New Jersey, United States Lynkx Staffing LLC Full time

    Job DescriptionLynkx Staffing LLC is seeking a highly skilled and experienced Associate Director, Manufacturing Operations to join our team. As a key member of our operations team, you will be responsible for ensuring the efficient utilization of operations resources to meet customer demand.Key Responsibilities:Develop and implement strategies to optimize...


  • Upper Saddle River, New Jersey, United States Vaco Full time

    Financial Planning and Analysis RoleVaco is seeking an experienced Finance Manager to lead Financial Planning and Analysis for our esteemed client. This role offers a unique opportunity to shape financial strategy and support key business decisions in a dynamic environment.Key Responsibilities:Develop and manage corporate P&L, Cash forecasts, annual budgets,...


  • Upper Saddle River, New Jersey, United States Vaco Full time

    Financial Planning and Analysis ManagerVaco is seeking an experienced Financial Planning and Analysis Manager to lead financial strategy and support key business decisions in a dynamic environment.Key Responsibilities:Develop and manage corporate P&L, cash forecasts, annual budgets, and 5-year strategic plans.Create and present insightful financial reports...

  • Chief Revenue Officer

    3 weeks ago


    Saddle Brook, New Jersey, United States Tnpa Full time

    Job SummaryWe are seeking a seasoned Chief Revenue Officer to join our team at Tnpa. As a key member of our executive team, you will be responsible for driving our revenue strategy, ensuring financial sustainability, and leading growth initiatives.Key ResponsibilitiesStrategic Leadership:Develop and implement a comprehensive revenue strategy aligned with our...


  • Saddle Brook, New Jersey, United States QuickSource Recruiting Solutions Full time

    Maintenance Manager Job DescriptionAt QuickSource Recruiting Solutions, we are seeking a highly skilled Maintenance Manager to oversee the maintenance activities of our clients' packaging manufacturing plant. This critical role ensures the optimal operation, safety, and efficiency of all machinery and equipment used in production.Key...

  • Accountant

    5 days ago


    Saddle Brook, New Jersey, United States Resorts World New York Full time

    Job DescriptionResponsible for monthly management reporting and quarterly financial reporting to the Parent Company. Responsible for the coordination of the balance sheet account reconciliation process and fixed asset control.Essential DutiesComplies with department policies, procedures, internal controls and gaming regulations.To assist Manager/Directors to...


  • Saddle Brook, New Jersey, United States Advanced Facility Solutions LLC Full time

    Job SummaryWe are seeking a skilled Facilities Project Coordinator to join our team at Advanced Facility Solutions LLC. This role is responsible for coordinating repair and maintenance projects, working closely with our R&M Director and the Director of Construction.Key ResponsibilitiesDevelop proposals based on client needsCreate and manage project...


  • Saddle Brook, New Jersey, United States Equitable Services Full time

    About Equitable AdvisorsWe are a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, addressing the evolving financial needs of our...


  • Saddle Brook, New Jersey, United States Advanced Facility Solutions LLC Full time

    Job DescriptionWe are seeking a skilled Facilities Project Coordinator to collaborate with our R&M Director and the Director of Construction at Advanced Facility Solutions LLC. This position is responsible for scoping work/projects, bidding activities, managing work execution and contractor, job safety, cost management and coordination with other site...


  • Saddle Brook, New Jersey, United States Advanced Facility Solutions LLC Full time

    Job Title: Repair and Maintenance Project CoordinatorWe are seeking a skilled Repair and Maintenance Project Coordinator to collaborate with our R&M Director and the Director of Construction. This role involves scoping work/projects, bidding activities, managing work execution and contractor, job safety, cost management, and coordination with other site...

  • Accountant I

    1 week ago


    Saddle Brook, New Jersey, United States Resorts World New York Full time

    Job DescriptionResponsible for monthly management reporting and quarterly financial reporting to the Parent Company. Responsible for the coordination of the balance sheet account reconciliation process and fixed asset control.Essential DutiesComplies with department policies, procedures, internal controls and gaming regulations.To assist Manager/Directors to...

  • Sales Director

    2 weeks ago


    Upper Saddle River, New Jersey, United States EarthCam Full time

    Job Title: Sales DirectorWe are seeking a highly skilled and experienced Sales Director to join our team at EarthCam. As a Sales Director, you will be responsible for developing and executing strategic plans to achieve sales targets, creating and communicating sales goals, and establishing high standards for customer focus and employee recognition.Key...


  • Saddle Brook, New Jersey, United States Oppenheimer & Co. Inc. Full time

    Job Description**About Us**Oppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity and...


  • Saddle Brook, New Jersey, United States Tecta & Schwickerts Full time

    Job SummaryJ.P. Patti Tecta America, a leading commercial roofing company, has been a trusted expert in roofing since 1917, making it one of the largest roofing firms in the Northeast. As a proud member of Tecta America, J.P. Patti upholds a longstanding tradition of professionalism that spans over a century.Job ResponsibilitiesOperational Management: Plan,...


  • Saddle Brook, New Jersey, United States Tecta & Schwickerts Full time

    Job SummaryJ.P. Patti Tecta America, a leading commercial roofing company, has been a trusted expert in roofing since 1917, making it one of the largest roofing firms in the Northeast. As a proud member of Tecta America, J.P. Patti upholds a longstanding tradition of professionalism that spans over a century.Job ResponsibilitiesOperational Management: Plan,...