Current jobs related to Financial Planning Expert - New York, New York - Pro Talent HR


  • New York, New York, United States Insight Financial Planning Full time

    Job SummaryCultivate relationships with new and existing clients, providing ongoing advice, service, and relationship building. Support tenured Financial Advisors in servicing existing clients.Key Responsibilities:Meet with clients to discuss financial goals and develop plansResearch and recommend investment products and fundsTrade securities and manage...


  • New York, New York, United States Northwestern Mutual - Park Ave Full time

    Job DescriptionAs a Northwestern Mutual College Financial Representative, you will have the opportunity to build a financial planning practice while engaging with local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Our internship program mimics our full-time Financial Representative career, allowing you to...


  • New York, New York, United States Insight Financial Planning Full time

    Job SummaryInsight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key...


  • New York, New York, United States Rockefeller Financial Full time

    Summer Analyst ProgramRockefeller Capital Management is seeking a Summer Analyst to join our Global Family Office Wealth Planning Center. As a member of our team, you will have the opportunity to work on complex financial planning projects, collaborate with experienced professionals, and develop a broad knowledge base in financial planning, estate and gift...


  • New York, New York, United States Rockefeller Financial Full time

    About Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout...


  • New York, New York, United States Creative Financial Staffing Full time

    About Our ClientCreative Financial Staffing is proud to partner with a boutique investment management firm in Manhattan, serving high-net-worth individuals with over 20 years of experience.Job SummaryWe are seeking a results-driven administrative professional to support the Founder of this growing firm, providing a great opportunity for someone interested in...

  • Regulatory Attorney

    1 week ago


    New York, New York, United States Jefferies Financial Group Full time

    Job Title: Regulatory Attorney - Financial Services ExpertAbout the Role:Jefferies Financial Group is seeking an experienced regulatory attorney to join its Litigation and Regulatory Group. The successful candidate will be responsible for handling responses to regulatory inquiries, conducting investigations, and providing expert advice on regulatory...


  • New York, New York, United States National Financial Partners Full time

    Financial Planning and Analysis RoleThe National Financial Partners team is seeking a skilled Financial Planning and Analysis Specialist to join our regional finance team. In this role, you will be responsible for the administration and execution of the Region's Financial Planning and Analysis process.Key Responsibilities:Develop and maintain sound financial...


  • New York, New York, United States Creative Financial Staffing Full time

    **Financial Planning and Analysis Specialist**We are seeking a highly skilled Financial Planning and Analysis Specialist to join our finance team at Creative Financial Staffing. In this role, you will provide critical financial analysis to support our distribution operations and strategic decision-making.**Key Responsibilities:**Analyze financial data to...

  • Financial Planning

    1 week ago


    New York, New York, United States 00002 Citibank, N.A. Full time

    Job Summary:The Financial Planning & Analysis role within the PPNR Workstream provides critical support to the Quarterly Multi-Year Multi-Scenario Forecast (QMMF), CCAR PPNR Stress Testing, and Operating Plan (budget) forecast. This position works closely with the Forecast Execution team to create and model financial results and projections for each line of...

  • Financial Expert

    2 weeks ago


    New York, New York, United States United Nations Full time

    Job Title: Financial ExpertWe are seeking a highly skilled Financial Expert to join our team at the United Nations. The successful candidate will contribute to the monitoring of sanctions measures and investigation of alleged sanctions violations as mandated by Security Council resolutions related to peace and security in Africa.Responsibilities:Conduct...


  • New York, New York, United States Metropolitan Transportation Authority Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at the Metropolitan Transportation Authority. The ideal candidate will have a strong background in financial analysis and budgeting, with the ability to provide expert advice and support to our management and budget unit.Key Responsibilities:Analyze and evaluate...


  • New York, New York, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial Planning SpecialistAt Northwestern Mutual, we're looking for talented individuals to join our team as Financial Planning Specialists. As a key member of our team, you'll have the opportunity to create personalized financial plans for our clients, helping them achieve their goals and secure their financial futures.What...


  • New York, New York, United States KDS Strategic Search Group Full time

    Client Associate CPA, Tax PlanningWe are seeking a highly skilled CPA to join our Wealth Management Group as a Client Associate, focusing on tax planning matters. This is a fantastic opportunity to work with a top-performing Wealth Advisor and collaborate with a team of financial experts serving high-net-worth clients.Key Responsibilities:Interact with...


  • New York, New York, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial Representative InternAt Northwestern Mutual, we're committed to helping our clients achieve financial freedom. As a Financial Representative Intern, you'll play a vital role in building a financial planning practice, working with local and nationwide experts, and leveraging exclusive financial products and services.Key...

  • Financial Expert

    2 weeks ago


    New York, New York, United States United Nations Full time

    Job Title: Financial ExpertJoin the United Nations in a critical role that requires expertise in financial analysis and international relations. As a Financial Expert, you will contribute to the drafting and finalizing of thematic updates, interim and final reports for the concerned Sanctions Committee.Key Responsibilities:Contribute to the monitoring of...


  • New York, New York, United States Avispa Technology Full time

    Avispa Technology is seeking a Financial Manager to lead our financial planning and analysis efforts. The ideal candidate will have a strong background in finance and experience working in a media organization.The Financial Manager will be responsible for managing all aspects of the monthly close and reconciliation, including revenue and expense results, and...


  • New York, New York, United States Alvarez & Marsal Europe Full time

    Job SummaryAt Alvarez & Marsal Europe, we are seeking a highly skilled Financial Modeling Expert to join our team. As a key member of our CFO Services group, you will work closely with private equity held portfolio companies to provide solutions that preserve and generate value for their businesses.Key ResponsibilitiesDevelop and maintain integrated...


  • New York, New York, United States Weill Cornell Medical College Full time

    Job Title: Director of Financial Planning and AnalysisWe are seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team at Weill Cornell Medicine. As a key member of our finance department, you will play a critical role in guiding our financial strategy and driving business decisions.Key Responsibilities:Develop and...

  • Financial Expert

    2 weeks ago


    New York, New York, United States United Nations Full time

    Job Title: Financial ExpertJoin the United Nations team as a Financial Expert and contribute to the monitoring of sanctions measures and investigation of alleged sanctions violations.Key Responsibilities:Contribute to the monitoring of sanctions measures and investigation of alleged sanctions violations as mandated by Security Council resolutions related to...

Financial Planning Expert

2 months ago


New York, New York, United States Pro Talent HR Full time

Job Summary

Pro Talent HR is seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our organization, you will be responsible for providing financial planning, budgeting, and forecasting expertise to support business decisions and strategies.

Key Responsibilities

  • Develop and maintain financial models to support business planning and decision-making
  • Prepare and analyze financial reports to identify trends and areas for improvement
  • Collaborate with cross-functional teams to develop and implement budgeting and forecasting processes
  • Provide financial planning and analysis support to senior leadership
  • Stay up-to-date with industry trends and best practices in financial planning and analysis

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Relevant certifications such as CFA or CPA are a plus
  • Strong analytical and problem-solving skills
  • Excellent communication and presentation skills
  • Ability to work independently and as part of a team

What We Offer

At Pro Talent HR, we offer a dynamic and supportive work environment, competitive compensation and benefits package, and opportunities for professional growth and development.