Financial Planning Assistant Manager

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,...

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...

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%...

Company Overview: WSA-NY Manager LLC dba Gansevoort Hotel Group is a dynamic organization seeking a seasoned financial planning analyst to drive strategic growth and operational efficiency.

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...

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...

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...

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...

Company OverviewVoya Financial is a leading provider of investment and retirement solutions. We believe that everyone deserves access to financial opportunities, and our mission is to help individuals and communities achieve their financial goals.SalaryThe estimated annual salary for this position is $120,000 - $150,000, depending on location and...

About the CompanyCreative Financial Staffing is a leading staffing agency specializing in financial placements.Job SummaryWe are seeking an experienced Senior Financial Manager to join our team in New York City. As a key member of our finance department, you will be responsible for verifying, allocating, and posting details of business transactions to the...

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...

Job Description:We are seeking a Senior Manager of Financial Planning and Analysis to join our team at Playfly Sports Properties, LLC. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of driving business growth and improving financial performance.Responsibilities:Lead the day-to-day operations...

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...

About the RoleWe are seeking an experienced Senior Financial Manager to join our team at Creative Financial Staffing.Job SummaryThe ideal candidate will have 7+ years of relevant experience in financial management, with a strong background in accounting and finance. A CPA certification is a must, and experience working with non-profit organizations is...

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...

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...